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Insight Report

CX Governance Insights Report

CX Governance is a structured framework that establishes unified, best practices for CX across an entire organization. Download the expert guide.

Creating and Leading Your Organization’s CX Governance Insights Report

When CX initiatives have trouble getting off the ground, it’s often because a formal CX Governance model isn’t in place. CX Governance is a vitally important but often misunderstood and overlooked component of Customer Experience Management. In CX Pilot’s latest Insight Report, “Creating and Leading Your Organization’s CX Governance,” we provide an essential guide on CX Governance best practices.

What is CX Governance?

CX governance is the unified, organization-wide commitment to CX. It’s the organizational structures and processes to manage, coordinate, and drive customer experience initiatives across the organization. It consists of a cross-functional, governing board of internal stakeholders from departments across an organization that establish a framework for CX vision, strategy, resources, standards, and communication. B2B Customer Experience Governance unites entire organizations around preserving high value relationships through

CX Governance Framework model expert best practices

Why does CX Governance matter?

CX governance creates a dedicated framework for customer-centric decision-making across your organization. It ensures a consistent, customer-centric approach leading to better customer satisfaction, loyalty, and business growth. It helps B2B companies navigate the complexities of multi-stakeholder customer journeys and ensures that resources are effectively allocated to improve the overall experience

"PRO TIP: Deliberately select members who may be somewhat skeptical about CX for your governance cohort and ask them to help make CX more pragmatic and real for other skeptics."

What is in the Creating and Leading Your Organization’s CX Governance Insight Report?

This primer provides a comprehensive framework for Professional Services firms seeking to establish effective CX Governance. It highlights the importance of a dedicated, diverse, and empowered CX Governance Cohort, a structured implementation process, and a focus on aligning CX efforts with overall business strategy and goals. By adhering to the principles and steps outlined, firms can build a strong foundation for consistently delivering exceptional client experiences and driving measurable business results.

Creating and Leading Your Organization’s CX Governance Insights Report

When CX initiatives have trouble getting off the ground, it’s often because a formal CX Governance model isn’t in place. CX Governance is a vitally important but often misunderstood and overlooked component of Customer Experience Management. In CX Pilot’s latest Insight Report, “Creating and Leading Your Organization’s CX Governance,” we provide an essential guide on CX Governance best practices.

What is CX Governance?

CX governance is the unified, organization-wide commitment to CX. It’s the organizational structures and processes to manage, coordinate, and drive customer experience initiatives across the organization. It consists of a cross-functional, governing board of internal stakeholders from departments across an organization that establish a framework for CX vision, strategy, resources, standards, and communication. B2B Customer Experience Governance unites entire organizations around preserving high value relationships through

CX Governance Framework model expert best practices

Why does CX Governance matter?

CX governance creates a dedicated framework for customer-centric decision-making across your organization. It ensures a consistent, customer-centric approach leading to better customer satisfaction, loyalty, and business growth. It helps B2B companies navigate the complexities of multi-stakeholder customer journeys and ensures that resources are effectively allocated to improve the overall experience

"PRO TIP: Deliberately select members who may be somewhat skeptical about CX for your governance cohort and ask them to help make CX more pragmatic and real for other skeptics."

What is in the Creating and Leading Your Organization’s CX Governance Insight Report?

This primer provides a comprehensive framework for Professional Services firms seeking to establish effective CX Governance. It highlights the importance of a dedicated, diverse, and empowered CX Governance Cohort, a structured implementation process, and a focus on aligning CX efforts with overall business strategy and goals. By adhering to the principles and steps outlined, firms can build a strong foundation for consistently delivering exceptional client experiences and driving measurable business results.

Seven Steps of CX Governance Framework Design

  1. Define the Governance Cohort: The core of effective CX Governance is the establishment of a central decision-making body, referred to as a CX Governance Cohort. This cohort should be capable of guiding the company’s CX in the right direction and be responsible and accountable for achieving set CX goals. The cohort must be empowered by executive leadership to ensure it is action-oriented and accountable. Designing the right cohort involves understanding its required attributes and selecting candidates who bring necessary value.
  2. Define the Goals and Business Outcomes: Work with the cohort to create detailed frameworks and rules that drive CX consistency and action, addressing a comprehensive list of questions related to the cohort's function, maximizing CX benefits, managing client outcomes, defining best practices, setting targets, assessing change needs, resource allocation, and integration of CX into the culture. The cohort has to know what it’s pursuing and the business impact it will have to be effective. 
  3. Focus on Innovation and Action: Emphasize that CX Program Governance should drive tangible innovation across the company, informing decisions and tracking impact at both individual client and strategic levels.
  4. Include Diverse Voices and Sources: Integrate feedback from clients, employees, partners, vendors, financial data, and social media to gain a holistic understanding and govern how this data is acted upon.
  5. Make It All Journey Based: Customer journey governance is a structured approach to managing and optimizing customer experiences across an organization. Focus the CX program on building comprehensive coverage for all critical client journeys and use the Governance Team to plan action based on feedback data.
  6. Train and Educate Stakeholders at Every Level: Updating all key stakeholders on the new CX Governance framework and ensuring consistent application through training and communication plans developed with internal teams and external partners helps to cross functional buy-in for customer experience governance.
  7. Develop a CX Governance Launch Plan: When developing and implementing a successful CX Governance launch plan that takes a holistic view of your entire firm, you will need to leave room for inevitable adjustments and course corrections. Make sure you can accommodate change requests from individual departments and regions along the way.
Free CX Governance White Paper establishing customer experience in b2b professional services firms

Download the Creating and Leading Your Organization’s CX Governance Insight Report