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Preparing your organization for HX

Preparing Your Organization for HX

Building a culture and roadmap for Human Experience Insights is a significant undertaking. For some organizations, it is an ongoing journey; for others, it involves some fundamental transformations.

Every day, we support thousands of customers at different stages along this journey. The most successful and the most advanced share a number of common features.

Read on to discover what they are, and how they can help you prepare for HX success.


Strong alignment between departments

CX, UX, Consumer insights, CRM, Analytics and other teams work closely together on Insights and Experience work-streams. They collaborate on shared initiatives; pool budget and team members where necessary; and have a functional matrix reporting that ensures a ‘no surprises’ culture.

Good governance

Clear rules are in place with RASCI or equivalent models for multi-team projects. Each team’s exclusive area of responsibility is documented; ‘gray’ areas of overlap are identified and subject to regular review. A steering group comprising members of all relevant teams meets on a weekly or monthly schedule to ensure efficient resource allocation, manage common projects and resolve any potential conflicts.


Documented data and insights framework

Data and insight requirements for relevant teams and stakeholders are clearly documented. All data sources and outputs are similarly identified. Best practice guidelines and Standard Operating Procedures for Insights and Experience data have clear ownership, are consistent across teams and reviewed as needed by the steering group.

Collaborative software sourcing

The specific needs of each team are documented. Functionality required by several teams is identified and software platforms are procured centrally so that budget can be deployed effectively.


Continuous team development

Skills requirements in each team are mapped as part of the data and insights framework. A skills matrix highlights those that are common to all teams and those that are specific to individual teams. A joint development plan maintains alignment between teams and encourages career moves within organizations. Between 5% and 10% of each team member’s working time is allocated to training and development, with a plan that combines structured courses, self-paced micro-learning and on-the-job coaching.

Effective engagement of partners

Specialist expertise comes from agencies, consultants and freelancers. To smooth out peaks and troughs in team resourcing, retainers and secondments are provided by strategic partners.

Ready for HX?

At Forsta, we’re confident we can help create better Human Experiences for the people who matter to you.

Find out what our technology and experts could do for your organization.


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