By clicking “Accept All Cookies”, you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts. View our Privacy Policy for more information.

CUSTOMER CLARITY WORKSHOP

How to create an epic CIAM strategy in 10 days

Call us crazy, but we believe your plan should start with a conversation about your customers (and their journeys) and work backward from there. That’s why we created this workshop.

Strivacity is rewriting the script for customer sign-in journeys. Sure, there are lots of features and functions that set us apart. But it’s our vision and fresh approach that truly differentiates us.

More than access management

When it comes to collecting customer data lots of people get involved: marketing, security, compliance. This customer clarity workshop brings together key folks from all of the functions that have a hand in the customer lifecycle (and customer data stewardship) so we can get aligned on what the customer’s experience is today, what we want it to look like and why.

Key outcomes

Alignment

One of the biggest benefits of the workshop comes from key folks from marketing, security and compliance listening to each other. Seriously, the time pays itself back with common understanding that'll eliminate hours of meetings down the road.

Sign-in journeys are as unique as your business. Strivacity lets you create experiences others simply can’t. We do that by bringing together all of the capabilities you need to create simple journeys onto one platform.

Future focus

We’ll document exactly where you want to take your customer journey(s) for each customer segment including the channels they use, the tech involved and how their future experience will be different than today’s.

Sign-in journeys are as unique as your business. Strivacity lets you create experiences others simply can’t. We do that by bringing together all of the capabilities you need to create simple journeys onto one platform.

Roadmap

When we start brainstorming with you lots of great ideas tend to follow. Usually, there are too many to do all at once. We’ll help you prioritize the ones that your team thinks are critical and create a roadmap for your project.

Sign-in journeys are as unique as your business. Strivacity lets you create experiences others simply can’t. We do that by bringing together all of the capabilities you need to create simple journeys onto one platform.

Business case

You’ll get a presentation that summarizes the output of the workshop including the financial impact it’ll have with hard metrics that tie back to increased revenue, reduced cost and reduced risk.

Sign-in journeys are as unique as your business. Strivacity lets you create experiences others simply can’t. We do that by bringing together all of the capabilities you need to create simple journeys onto one platform.

Who needs to be involved?

At a minimum, we need representatives from four key functions: marketing, product, security and compliance. Every company is organized differently so we’ll work with you to make sure we involve the right people.

Marketing

The leader(s) responsible for the brand, external marketing and customer conversions.

Examples:
Chief Marketing Officer
VP of Marketing

Product

Senior leadership responsible for the customer portal or application.

Examples:
VP of Products
Director of Product Management

Security

Person responsible for the customer authentication process.

Examples:
CISO
Director of Security

Compliance

Person responsible for the customer authentication process.

Examples:
Chief Compliance Officer
Chief Privacy Officer

Format and agenda

We can hold the workshop in person, virtually or hybrid. We’ve found the most successful outcomes when people get together live. We also know that’s often easier said than done. Either way, here’s the shape of the workshop:

DAY 1

Begin the workshop

The first day is a roll-up-your-sleeves workshop, which we’ll facilitate. It typically takes 4 to 6 hours of working time depending on size and complexity and we take several breaks along the way.

DAY 2

Organizing our thoughts

We’ll synthetsize all the great input from day one overnight and summarize it so we can all look at it fresh and make sure it’s an accurate picture of there we are today, where we want to go and how we can measure success.

DAY 3-9

Developing the presentation

It takes us about a week to pull together and synthesize all of the information into a final presentation. Once we have that, we’ll share it with you. It usually takes a couple of back-and-forths and a Zoom call to make sure everything is on point.

DAY 10

Presenting our findings

After we finalize the presentation, we’re ready to share it more broadly. Tipically this involves presenting to a broader executive audience and answering questions that are top of mind for them

DAY 10

Presenting our findings

After we finalize the presentation, we’re ready to share it more broadly. Typically this involves presenting to a broader executive audience and answering questions that are top of mind for them.