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User Journey Map Guide with Examples & FREE Templates

18 April, 2024

Alice Ruddigkeit

Senior UX Researcher

User Journey Mapping

Customer journey mapping is also a popular workshop task to align user understanding within teams. If backed up by user data and research, they can be a high-level inventory that helps discover strategic oversights, knowledge gaps, and future opportunities.

Yet, if you ask two different people, you will likely get at least three different opinions as to what a user journey looks like and whether it is worth the hassle. Read on if you want to understand whether a UX journey map is what you currently need and how to create one.

You can get the templates here:

user journey map UX template

Click here to download a high-resolution PDF of this template.

What is user journey mapping?

Imagine your product is a supermarket and your user is the person wanting to refill their fridge. They need to: 

Decide what to buy, and in what supermarket will they be able to find and afford it

Remember to bring their coupons

Park there 

Find everything

Save the new coupons for the next shopping trip

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3 ways to understand user journey maps

Now, there are at least three ways to look at the customer journey.

1. Workflow maps for usability optimization 

Some imagine a user journey map as a wireframe or detailed analysis of  specific flows in their app . This could be, for example, a sign-up flow or the flow for inviting others to a document. In our supermarket example, it’s a closer look at what they do inside your supermarket, maybe even only in the frozen section. Or you could define what you want them to do in the frozen aisle.

.css-61w915{margin-right:8px;margin-top:8px;max-height:30px;}@media screen and (min-width: 768px){.css-61w915{margin-right:38px;max-height:unset;}} The focus here is on getting the details of the execution right, not how it fits into the bigger picture of what the user needs.

It is more or less a wireframe from a user perspective. Such a product-focused understanding is not what we want to discuss in this article, though many examples for the best user journey maps you might come across are exactly this. There are good reasons to do such an analysis as well, since it helps you smooth out usability for the people who have already found their way into your supermarket because of your excellent ice cream selection. Workflow maps won’t help you notice that your lack of parking spots is one of the reasons why you are missing out on potential customers in the first place. By only looking at what they do inside the supermarket, you might also miss out on an opportunity for user retention: You could help them get their ice cream home before it melts.

2. Holistic user journey maps for strategic insights

With a more holistic view of what people experience when trying to achieve a goal, product makers gain strategic insights on how their product fits into the big picture and what could be in the future. Because this journey document covers so much ground, it is usually a linear simplification of what all the steps would look like if they were completed. Going back to our supermarket example, it would start from the moment the person starts planning to fill the fridge and ends when the fridge is full again — even if the supermarket building is only relevant in a few phases of this journey. Creating this version of a user journey map requires quite some time and research effort. But it can be an invaluable tool for product and business strategy. It is an inventory of user needs that can help you discover knowledge gaps and future opportunities.  Service blueprints   are the most comprehensive version of a user journey map  since they also lay out the behind-the-scenes of a service, usually called backstage. In our supermarket example, that could be:

the advertising efforts

logistics required to keep all shelves stocked

protocols the staffers follow when communicating with customers

3. Journey mapping workshops as an alignment method

In a user journey mapping workshop, stakeholders and team members share their knowledge and assumptions about the users. Some of these assumptions might need to be challenged — which is part of the process. The goal is not the perfect output, but rather to get everyone into one room and work out a common understanding of the users they are building products for. It forces everyone to organize their thoughts, spell out what they know and assumed was common knowledge — and ideally meet real users as part of the workshop. If done right, this establishes a more comprehensive understanding of what users go through and helps overcome the very superficial ideas one might have about the lives and needs of people outside their own social bubble.

Hence, such a workshop helps create aha moments and gives the consequences of great and poor product decisions a face. So at the end of the day, it is one of many methods to evangelize user-centricity in an organization.

What are the benefits of user experience (UX) mapping?

We already discussed the benefits and shortcomings of workflow maps, but what are the reasons you should consider a UX journey map and/or a journey mapping workshop ?

1. Switching perspectives

Empathy:  Like any other UX method and user research output, user journey maps are supposed to foster empathy and help product makers put themselves into the shoes of a user. Awareness:  It creates awareness of why users do all the things they do. And it challenges product makers to resist the temptation of building something because it’s feasible, not because it’s needed that way.

2. Aligned understanding

Given the team is involved in creating the user experience map (either as a workshop, in expert interviews, observing the user research, or at least as a results presentation), it forces a conversation and offers a shared mental model and terminology — the foundation for a shared vision. 

3. Seeing the big picture

Imagine the vastly different perceptions Sales reps, Customer Support teams, C-level, and backend engineers might have since they all meet very different segments at very different stages of their journey. Day-to-day, it makes sense to be an expert in the stages of a user journey you are responsible for. A journey map helps to step back from this and see the bigger picture, where your work fits in, and where assumptions about the majority of users were wrong. It might even help define KPIs across teams that don’t cancel each other out.

4. Uncovering blind spots and opportunities

A user journey map gives you a structured and comprehensive overview of which user needs are already tackled by your product and which ones are either underserved or solved with other tools and touchpoints. Which moments of truth do not get enough attention yet? These are the opportunities and blind spots you can work on in the future.

When is customer journey mapping just a waste of time?

In all honesty, there are also moments when creating a user journey map or running a journey mapping workshop is destined to fail and should better be put on hold. It’s a lot of work, so don’t let this energy go to waste.  User journey maps only make sense when there is an intention to collaboratively work on and with them.  Here are some of the scenarios and indicators that it’s the wrong moment for a journey map:

No buy-in for the workshop: The requirements of a successful journey workshop are not met, e.g., there is not enough time (60 minutes over lunch won’t do the trick), only a few team members are willing to attend, and/or key stakeholders refuse to have their assumptions challenged.

Isolated creation: The whole creation process of the user journey map happens isolated from the team, e.g., it is outsourced to an agency or an intern. Nobody from the team observes or runs the user research, or is consulted for input or feedback on the first drafts. There is no event or presentation planned that walks the team through the output. Finally, a very detailed, 10-foot-long poster appears in a hallway, and none of the team members ever find time to read, process, or discuss it with each other.

UX theater: For one reason or another, there is no time/resources allocated to user research or reviewing existing insights whilst creating the map (usability tests with non-users do not count in this case, though). Such an approach, also known as, can do more harm than good since the resulting user journey may only reinforce wrong assumptions and wishful thinking about your users.

Unclear objectives: The user journey map is only created because it is on your UX design checklist, but the purpose is unclear. If you are unsure what you or your stakeholders want to achieve with this journey map, clarify expectations and desired output before investing more energy into this. E.g., there is a chance you were only meant to do a usability review of a bumpy app workflow.

Lack of follow-through: Creating a user journey map is just the start. Without a plan to implement changes based on insights gathered, the map is merely a paper exercise. This lack of action can result from limited resources, lack of authority, or inertia. It's vital to establish a process for turning insights from the map into design improvements or strategy adjustments. This includes assigning tasks, setting deadlines, and defining success metrics to ensure the map drives real change and doesn't end up forgotten.

Overcomplication: Sometimes, to capture every nuance and detail of the user experience, teams can create an overly complex user journey map. This can make the map difficult to understand and use, particularly for team members who weren't involved in its creation. A good user journey map should balance detail and clarity, providing insightful and actionable information without overwhelming its users.

Failure to update: User expectations, behaviors, and the digital landscape constantly evolve. A user journey map that remains static will quickly become outdated. Regular reviews and updates are necessary to ensure that the map reflects the current state of user experiences. This requires a commitment to ongoing user research and a willingness to adjust your understanding of the user's path as new information becomes available.

The good news is: UX maturity in an organization can change rapidly, so even if you run into one of the obstacles above, it is worth revisiting the idea in the future. Once you’re good to go, you can get started with the user journey map examples and templates below.

User journey mapping: examples, templates & tools

There is more than one way to do it right and design a great user journey map. Every organization and industry has its own templates, tools and approaches to what elements are most important to them. The following examples and template will give you an idea of what a user journey map can look like if you decide to create one yourself. Make it your own, and change up the sections and design so they make sense for your product and use cases.

User journey map template and checklist

To give you a first orientation, you can use this user journey template and check the two fictional examples below to see how you could adapt it for two very different industries: instant meal delivery and healthcare.

Click here to download a high-resolution PDF of the user journey map template. 

While there is no official standard, most other user journey maps contain the following elements or variations of them:

Key phases (or ‘stages’) start when users become aware of a problem they need to solve or a goal they want to achieve and may end when they evaluate whether they achieved their goal or enter a maintenance phase. E.g., user journeys for e-commerce could be structured along the classic funnel of:

Consideration

Delivery & use

Loyalty & advocacy

2. Jobs to be done

Whilst some other user journey templates might call this section ‘steps’ or ‘tasks’, it can be very beneficial to structure the stages into ‘jobs to be done’ (JTBD) instead. This framework helps you distinguish better between the actual goal of a user vs. the tasks required to get there . For example, safe online payments are never a goal of a user, this is just one of many jobs on the long way to get new sneakers on their feet. Ideally, users ‘hire’ your product/service to assist them with some of the JTBD on their journey. Phrase your JTBD as verb + object + context . Examples:

Install app on phone

Tip delivery driver

Buy new shoes

Naturally, the stages closest to your current (and future) solution require a more detailed understanding, so you might want to investigate and document deeper what JTBDs happen there.

3. Needs and pains

Users have needs and pains every step along the journey. Use this section to collect the most important needs and potential pains, even if not all apply in all cases. Ask:

What are the repeating themes, even the ones you are (currently) not able to solve with your product?

Phrase pains and needs as I- or me-statements from the user perspective, e.g., ‘I forgot my login details, ‘I am afraid to embarrass myself’ or ‘My day is too busy to wait for a delivery.’ 

Which are the pains and needs that are so severe that, if not solved, they can become real deal-breakers for your product or service?

On the last point, such deal-breaker and dealmaker situations, or ‘ moments of truth ’, require particular attention in your product decisions and could be visually highlighted in your journey. In a meal delivery, the taste and temperature of the food are such a moment of truth that can spoil the whole experience with your otherwise fantastic service.

4. Emotional curve

An emotional curve visualizes how happy or frustrated users are at certain stages of their journey. Emojis are commonly used to make it easy to understand and empathize with the emotional state of the user across the whole journey. It can be a surprising realization that users are not delighted with your witty microcopy, but you already did a great job by not annoying them. It is also a good reminder that what might personally excite you is perceived as stressful or overwhelming by most other users. Strong user quotes can be used for illustration.

5. Brand and product touchpoints

Here, you can list current and planned touchpoints with your brand and product, as well as. Whilst the touchpoints when using your product might be obvious, others early and late in the journey are probably less obvious to you but critical for the user experience and decision to use or return to your product. This is why it is worthwhile to include them in your map. Make sure your journey does not get outdated too soon, and don’t list one-off marketing campaigns or very detailed aspects of current workflows — just what you got in general so there is no major revision needed for a couple of years.

6. Opportunities for improvement

As you map out your user journey, it is important to not only identify the current touchpoints and experiences but also opportunities for improvement. This could include potential areas where users may become frustrated or confused, as well as areas where they may be delighted or pleasantly surprised.

By identifying these opportunities, you can prioritize making meaningful improvements to the user experience and ultimately creating a more positive, long-lasting relationship with your users.

7. Other tools and touchpoints

This may seem the least interesting aspect of your journey or a user interview, but it can tell you a lot about blind spots in your service or potential partnerships or APIs to extend your service. E.g., Google Maps or WhatsApp are common workaround tools for missing or poor in-app solutions.

User journey map example 1: health industry

The following example is for a fictional platform listing therapists for people in need of mental health support, helping them find, contact, schedule, and pay for therapy sessions. As you can see, the very long journey with recurring steps (repeated therapy sessions) is cut short to avoid repetition. 

At the same time, it generalizes very individual mental health experiences into a tangible summary. While it is fair to assume that the key phases happen in this chronological order, JTBD, timing, and the number of sessions are kept open so that it works for different types of patients.

You can also see how the journey covers several phases when the platform is not in active use. Yet, these phases are milestones in the patient’s road to recovery. Looking at a journey like this, you could, for example, realize that a ‘graduation’ feature could be beneficial for your users, even if it means they will stop using your platform because they are feeling better.

This user journey map is fictional but oriented on Johanne Miller’s UX case study  Designing a mental healthcare platform . 

User journey map example 2: delivery services

What the example above does not cover is the role of the therapist on the platform — most likely they are a second user type that has very different needs for the way they use the platform. This is why the second example shows the two parallel journeys of two different user roles and how they interact with each other. 

Nowadays, internal staff such as delivery drivers have dedicated apps and ideally have a designated UX team looking out for their needs, too. Creating a frictionless and respectful user experience for ‘internal users’ is just as critical for the success of a business as it is to please customers.

customer journey map examples

User journey map example: meal delivery. Please note that this fictional journey map is just an example for illustrative purposes and has not been backed up with user research.

For more inspiration, you can find collections with more real-life user journey examples and customer journey maps on  UXeria ,  eleken.co  &  userinterviews.com , or check out free templates provided by the design tools listed below.

Free UX journey mapping tools with templates

No matter whether you’re a design buff or feel more comfortable in spreadsheets, there are many templates available for free(mium) tools you might be already using. 

For example, there are good templates and tutorials available for  Canva ,  Miro  and even  Google Sheets . If you are more comfortable with regular design software, you can use the templates available for  Sketch  or one of these two from the  Figma (template 1 ,  template 2 ) community. There are also several dedicated journey map tools with free licenses or free trials, e.g.,  FlowMapp ,  Lucidchart  and  UXPressia , just to name a few.

Be aware that the first draft will require a lot of rearrangement and fiddling until you get to the final version. So it might help to pick where this feels easy for you. 

How do I collect data for my app user journey?

User journey maps need to be rooted in reality and based on what users really need and do (not what we wish they did) to add value to the product and business strategy. Hence, user insights are an inevitable step in the creation process.

However, it’s a huge pile of information that needs to be puzzled together and usually, one source of information is not enough to cover the whole experience — every research method has its own blind spots. But if you combine at least two or three of the approaches below, you can create a solid app user journey .

1. In-house expertise

The people working for and with your users are an incredible source of knowledge to start and finalize the journey. Whilst there might be a few overly optimistic or biased assumptions you need to set straight with your additional research, a user journey mapping workshop and/or  expert interviews  involving colleagues from very different (user-facing) teams such as:

customer service

business intelligence

customer insights

will help you collect a lot of insights and feedback. You can use these methods to build a preliminary skeleton for your journey but also to finalize the journey with their input and feedback.

2. Desk research

Next to this, it is fair to assume there is already a ton of preexisting documented knowledge about the users simply floating around in your company. Your  UX research repository  and even  industry reports  you can buy or find with a bit of googling will help. Go through them and pick the cherries that are relevant for your user journey. Almost anything can be interesting:

Old research reports and not-yet-analyzed context interviews from earlier user interviews

NPS scores & user satisfaction surveys

App store feedback

Customer support tickets

Product reviews written by journalists

Competitor user journeys in publicly available UX case studies

Ask your in-house experts if they know of additional resources you could check. And find out if there’s already a  long-forgotten old journey map  from a few years ago that you can use as a starting point (most organizations have those somewhere).

3. Qualitative user research

Qualitative research methods are your best shot to learn about all the things users experience, think, and desire before and after they touch your product.  In-depth interviews  and  focus groups  explore who they are and what drives them. You could show them a skeleton user journey for feedback or  co-creation . 

This could also be embedded into your user journey mapping workshop with the team. Alternatively, you can follow their actual journey in  diary studies ,  in-home visits  or  shadowing . However, in all these cases it is important that you talk to real users of your product or competitors to learn more about the real scenarios. This is why usability testing with non-users or fictional scenarios won’t help much for the user journey map.

4. Quantitative research

Once you know the rough cornerstones of your user journey map,  surveys  could be used to let users rate what needs and pains really matter to them. And what their mood is at certain phases of the journey. You can learn how they became aware of your product and ask them which of the motives you identified are common or exotic edge cases. Implementing micro-surveys such as  NPS surveys , CES , and  CSAT  embedded into your product experience can give additional insights.

5. Customer satisfaction (CSAT) survey

Customer satisfaction surveys (or CSATs for short) are important tools that measure your customers' satisfaction with your product or service. It is usually measured through surveys or feedback forms, asking customers to rate their experience on a scale from 1 to 5. This metric can give valuable insights into the overall satisfaction of your customers and can help identify areas of improvement for your product.

CSAT surveys can be conducted at different customer journey stages, such as after purchase or using a specific feature. This allows you to gather feedback on different aspects of your product and make necessary changes to improve overall satisfaction.

The benefit of CSAT lies in understanding how satisfied customers are with your product and why. By including open-ended questions in the surveys, you can gather qualitative insights into what aspects of your product work well and what needs improvement.

5. User analytics

User analytics is a beautiful source of information, even if it has its limits. Depending on what tools you are using (e.g., Google Analytics, Firebase, Hubspot, UXCam), you can follow the digital footprints of your users before and when they were using the product. This may include  acquisition channels  (input for brand touchpoints and early journey phases),  search terms  that brought them to your product (input for needs and pains), and how they navigate your product. 

Unlike a usability test, you can use  screen flows  and  heatmaps  to understand how your users behave naturally when they follow their own agenda at their own pace — and how often they are so frustrated that they just quit. Knowing this gives you pointers to negative user emotions at certain journey steps and even helps identify your product’s moments of truth. Whilst you cannot ask the users if your interpretations are correct, checking analytics already helps you prepare good questions and talking points for user interviews or surveys.

Curious to know how heatmaps will look in your app?  Try UXCam for free — with 100,000 monthly sessions and unlimited features.

How can I utilize UXCam to collect App User Journey data?

If you have UXCam set up in your mobile app, you can use it to support your user journey research. You can find many of the previously mentioned  user analytics  features ( screen flows  and  heatmaps , including  rage taps ) here as well. 

UXCam can also be an  invaluable asset for your qualitative research . Especially for niche products and B2B apps that normally have a lot of trouble  recruiting real users  via the usual user testing platforms. 

UXCam’s detailed segmentation options allow you to  identify exactly the users you want to interview  about their journey — and  reach out to them via either email or UXCam push notifications , which can include invitation links for your study, a survey or an additional screener.

Additionally, UXCam's session replay feature allows you to watch recordings of user sessions, providing valuable insights into how users interact with your app and where they may face challenges.

Where can I learn more about user journey map?

Don’t feel ready to get started? Here are a few additional resources that can help you dive deeper into user journey mapping and create the version that is best for your project.

Creating user journey maps & service blueprints:

Mapping Experiences by Jim Kalbach

Journey Mapping 101

How to create customer journey maps

Customer Journey Stages for Product Managers

The Perfect Customer Journey Map

Planning and running user journey mapping workshops:

Journey mapping workshop

Jobs to be done:

The Theory of Jobs To Be Done

Moments of truth in customer journeys:

Journey mapping MoTs

What is a user journey map?

A user journey map is a visual representation of the process that a user goes through to accomplish a goal with your product, service, or app.

What is a user journey?

A user journey refers to the series of steps a user takes to accomplish a specific goal within a product, service, or website. It represents the user's experience from their point of view as they interact with the product or service, starting from the initial contact or discovery, moving through various touchpoints, and leading to a final outcome or goal.

How do I use a user journey map in UX?

User journey maps are an essential tool in the UX design process, used to understand and address the user's needs and pain points.

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How to create an effective user journey map

how to create a user journey map

No matter what you’re working on, the key to customer satisfaction and business growth is understanding your users. A user journey map helps you uncover pain points, explore the touchpoints from their perspective, and learn how to improve your product.

Imagine you just launched a new ecommerce platform. Shoppers fill their carts with products, but they abandon their carts before checkout. With a user journey map, you can pinpoint where the customer experience is going wrong, and how to enable more successful checkouts.

Read on to find out:

  • What is a user journey map, and how it captures user flows and customer touchpoints
  • Benefits of user journey mapping to refine UX design and reach business goals
  • How to make user journey maps in five steps, using FigJam’s user journey map template

What is a user journey map?

Think about the path a user takes to explore your product or website. How would you design the best way to get there? User journey maps (or user experience maps) help team members and stakeholders align on user needs throughout the design process, starting with user research. As you trace users' steps through your user flows, notice: Where do users get lost, backtrack, or drop off?

User journey maps help you flag pain points and churn, so your team can see where the user experience may be confusing or frustrating for your audience. Then you can use your map to identify key customer touchpoints and find opportunities for optimization.

How to read a user journey map

Most user journey maps are flowcharts or grids showing the user experience from end to end. Consider this real-life journey map example of a freelancing app from Figma's design community. The journey starts with a buyer persona needing freelance services, and a freelancer looking for a gig. Ideally, the journey ends with service delivery and payment—but customer pain points could interrupt the flow.

Start your user journey map with FigJam

5 key user journey map phases.

Take a look at another Figma community user journey template , which uses a simple grid. Columns capture the five key stages of the user journey: awareness, consideration, decision, purchase, and retention (see below). Rows show customer experiences across these stages—their thoughts, feelings, and pain points. These experiences are rated as good, neutral, and bad.

To see how this works, consider a practical example. Suppose a new pet parent wants to learn how to train their puppy and discovers your dog-training app. Here's how you might map out the five key user journey stages:

  • Awareness. The user sees a puppy-training video on social media with a link to your product website. They're intrigued—a positive experience.
  • Consideration. The user visits your product website to preview your app. If they can't find a video preview easily, this could be a neutral or negative experience.
  • Decision. The user clicks on a link to the app store and reads reviews of your app and compares it to others. They might think your app reviews are good, but your price is high—a negative or neutral experience.
  • Purchase. The user buys your app and completes the onboarding process. If this process is smooth, it's a positive experience. If not, the customer experience could turn negative at this point.
  • Retention. The user receives follow-up emails featuring premium puppy-training services or special offers. Depending on their perception of these emails, the experience can range from good (helpful support) to bad (too much spam).

2 types of user journey maps—and when to use them

User journey maps are helpful across the product design and development process, especially at two crucial moments: during product development and for UX troubleshooting. These scenarios call for different user journey maps: current-state and future-state.

Current-state user journey maps

A current-state user journey map shows existing customer interactions with your product. It gives you a snapshot of what's happening, and pinpoints how to enhance the user experience.

Take the puppy training app, for example. A current-state customer journey map might reveal that users are abandoning their shopping carts before making in-app purchases. Look at it from your customers' point of view: Maybe they aren't convinced their credit cards will be secure or the shipping address workflow takes too long. These pain points show where you might tweak functionality to boost user experience and build customer loyalty.

Future-state user journey maps

A future-state user journey map is like a vision board : it shows the ideal customer journey, supported by exceptional customer experiences. Sketch out your best guesses about user behavior on an ideal journey, then put them to the test with usability testing. Once you've identified your north star, you can explore new product or site features that will optimize user experience.

How to make a user journey map in 5 steps

To start user journey mapping, follow this step-by-step guide.

Step 1: Define user personas and goals.

Gather user research and data like demographics, psychographics, and shopping behavior to create detailed customer personas representing your target audience.  In your dog-training app example, one key demographic may be parents. What’s their goal? It isn't necessarily "hire a puppy trainer"—it could be "teach kids how to interact with a puppy."

Step 2: Identify customer touch points.

Locate the points along the user journey where the user encounters or interacts with your product. In the dog training app example, touchpoints might include social media videos, app website, app store category search (e.g., pets), app reviews, app store checkout, in-app onboarding, and app customer support.

Step 3: Visualize journey phases.

Create a visual representation of user journey phases across key touchpoints with user flow diagrams , flowcharts , or storyboards .

Step 4: Capture user actions and responses.

For each journey stage, capture the user story: at this juncture, what are they doing, thinking, and feeling ? This could be simple, such as: "Potential customer feels frustrated when the product image takes too long to load."

Step 5: Validate and iterate.

Finally, show your map to real users. Get honest feedback about what works and what doesn’t with user testing , website metrics , or surveys . To use the dog-training app example, you might ask users: Are they interested in subscribing to premium how-to video content by a professional dog trainer? Apply user feedback to refine your map and ensure it reflects customer needs.

Jumpstart your user journey map with FigJam

Lead your team's user journey mapping effort with FigJam, the online collaborative whiteboard for brainstorming, designing, and idea-sharing. Choose a user journey map template from Figma's design community as your guide. With Figma's drag-and-drop design features, you can quickly produce your own professional, presentation-ready user journey map.

Pro tip: Use a service blueprint template to capture behind-the-scenes processes that support the user journey, bridging the gap between user experience and service delivery.

Ready to improve UX with user journey mapping?

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book: The Journey Mapping Playbook

The Journey Mapping Playbook

A practical guide to preparing, facilitating and unlocking the value of customer journey mapping.

  • Jerry Angrave
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  • Language: English
  • Publisher: De Gruyter
  • Copyright year: 2020
  • Audience: Marketing and customer experience professionals
  • Main content: 156
  • Coloured Illustrations: 40
  • Coloured Tables: 40
  • Keywords: Customer journey mapping ; Customer experience ; Client journey mapping ; Employee experience ; Employee journey mapping ; Passenger experience ; CX strategies
  • Published: September 30, 2020
  • ISBN: 9783110641332
  • Published: October 12, 2020
  • ISBN: 9783110641110

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The 5 steps of successful customer journey mapping.

user journey mapping pdf

May 28, 2017 2017-05-28

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One common frustration about the process of customer journey mapping is the lack of organization-wide or even industry-wide standardization. What are the key steps of journey mapping , and in what order should they be completed?

Effective customer journey mapping follows five key high-level steps:

  • Aspiration and allies: Building a core cross disciplinary team and defining the scope of the mapping initiative
  • Internal investigation: Gathering existing customer data and research that exists throughout the organization
  • Assumption formulation:  Formulating a hypothesis of the current state of the journey and planning additional customer research
  • External research: Collecting new user data to validate (or invalidate) the hypothesis journey map
  • Narrative visualization: Combining existing insights and new research to create a visual narrative that depicts the customer journey in a sound way

user journey mapping pdf

In This Article:

Phase 1: aspiration and allies, phase 2: internal investigation, phase 3: assumption formulation, phase 4: external research, phase 5: narrative visualization.

The first phase in a customer journey process starts well before any research or visualization has taken place. This step is easily the most critical, because, no matter how many insights a map reveals, a journey-mapping engagement without focus or buy-in will not be effective in optimizing experience.

A. Establish a cross disciplinary team of allies

Throughout a journey-mapping endeavor, you must bring stakeholders along. Without a doubt, journey mapping will reveal gaps and opportunities within the user experience that, organizationally, are beyond the authority of the UX professional driving the mapping project. You must have buy-in and engagement from a cross disciplinary team, so that, when those issues and opportunities surface, stakeholders with decision-making authority are already convinced of the soundness of your method and apt to understand the importance of resolving the problems it found.

Creating a team of allies is easier than you might think. Before you begin mapping, identify stakeholders from multiple departments whose knowledge will be helpful to you along the way, and whose help you may need once opportunities begin to surface. You’ll need to explain the value of journey mapping and what you hope to accomplish, and ask these stakeholders to be sponsors for the project in their respective departments (e.g., marketing, R&D, business analytics, or other relevant areas). Acquiring allies may be a quick process or take a long time, depending on your situation: If you are working on a small project, it could simply be a 30-minute conversation with your team; conversely, it may be a long process if you work with a B2B client or engage in an enterprise-wide journey-mapping initiative.

B. Determine the scope

A scope, or point of view, for the map must also be established before the mapping activities begin. To create focus and clarity for the map, make sure you can answer these questions: “Whose experience will I map? What experience, or journey, will I depict?” Furthermore, make sure that you and your core team (your allies) share a mutual understanding about the answers to those questions. Typically, the “who” is a critical persona or audience segment, and the “what” is a prioritized journey or scenario that has impact on ROI or long-term customer retention and relationships.

Once your core team is established and your scope is determined, begin researching within your own organization. What does your company already know about the customer or user? Most organizations have bits and pieces of data spread throughout teams; this data can be useful when pieced together to create a holistic understanding of the current state of the journey.

A. Send out a search party

You don’t have to conduct this entire search on your own. Put your core team of allies to work. Together, generate a list of questions that you would like to answer, then send your allies back to their respective teams or departments to search for any available documentation or data that can help begin to answer those questions. Good places to start include:

  • Market-research surveys
  • Brand audits
  • Call-center or customer-support logs
  • Site surveys or VOC (voice of customer) feedback
  • Outputs from client advisory board (CAB) meetings

B. Perform stakeholder interviews

With these first clues in hand, interview your stakeholders to get additional insights. Use the internal data you have found to shape the interviews. For example: Did the market-research survey reveal that there is lack of trust? Maybe the front-end sales team has insight into why. Put together role-specific interview guides that can bring clarity to your findings. A typical list of roles to interview might be:

  • Sales-team members
  • Marketing-team members
  • Support-team members (e.g., technical-support representatives)
  • R&D team members or product owners

Spread your research across typical organization silos, such as products, channels, or geographic regions. If you are short on time, conduct focus groups composed of 3–4 internal employees in similar positions.

By the time you finish phase 2, you will most likely have gathered enough insight to formulate a tentative hypothesis about how certain pieces of the customer journey look, and what pain points exist. Start laying out that hypothesis in a draft framework, called an assumption map or a hypothesis map.

A. Synthesize the internal research

First, bring the internal research together into a coherent story. Share synthesized insights with your core team, as well as with any other stakeholders who need to be involved. Conduct small research share-outs or informal brown-bag sessions (where anyone can bring a lunch and catch up on the research going on in the project).

B. Create a hypothesis map as a team

Once your team has a shared understanding of the insights gathered thus far, bring them together for a collective mapping activity. It’s useful to hold a short workshop session to map out the draft framework (or hypothesis map). You can even invite customers to this meeting so that their input shapes the early draft. Just remember: This is a draft, and it needs to be validated against external research.

When the draft map is complete using data and insights from your internal investigation, the next step is to validate it with customer research to fill in gaps.

A. Use the hypothesis map to shape your user research

The hypothesis map will most likely reveal large gaps within the customer journey that you are unable to visualize because there is no existing data. These areas are critical to explore in customer research, so that, at the end of the process, there are no holes in understanding. Additionally, you’ll need to validate (or invalidate) the hypothesis map.

B. Use qualitative research methods to validate and fill in gaps

Choose research methods that put you in direct line of observation with your customers or users. Use a multipronged approach — select and combine multiple methods in order to reveal insights from different angles. Depending on the context of your project, some relevant methods for journey-mapping research include:

  • Customer interviews
  • Direct observation
  • Contextual inquiry
  • Diary studies

If your budget or timeline is limited, a small sample size (6–8 research participants) is enough to get started. Remember to continue to involve your core team of stakeholders along the way by sharing research findings, so that they are not shell-shocked if something changes within the draft journey map that they have helped build.

The map itself is simply a tool that will help you share your research findings in an engaging way with others. At this point, you need to create a visual narrative that will communicate the journey and all the critical moments, pain points, and high points within it. A good method is to have another workshop with your core team. Having built context and common ground throughout your research process, bring them back together and evolve the hypothesis map based on your primary research findings.

From here, you can determine what to do next. If you have a small, engaged team, this collectively produced (probably unpolished, sticky-note, or virtual-whiteboard) version might be enough to move forward. If you are working with a client, or need to share your insights out in a formal way, you might need to create a polished visual.

Following these five high-level steps will ensure that you produce an output based in user research, that you make use of available data, and that, most importantly, at the end of your mapping initiative, you have a team of allies that are engaged and ready to act on the insights revealed during the process.

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20+ User Journey Map Examples and Templates

13 min read

20+ User Journey Map Examples and Templates cover

Looking at user journey map examples can help you come up with a visual representation of your customer’s journey.

Customer journey mapping research also allows you to identify areas of opportunity in your processes and plan to reduce those friction points. For instance, you might discover that you need user onboarding software to retain users after the first three months.

So, we’ve compiled 20+ examples and templates of customer journey maps to help you get inspired.

Let’s get started!

  • A user journey map is a document that shares the steps a user must follow to accomplish a goal. It can also include sentiments, thoughts, and friction points.
  • The terms user journey maps and customer journey maps are usually interchangeable. These are similar because they both tell the story of a customer’s journey . However, they vary in scope, definitions, and goals.
  • For instance, a user journey map is usually reduced to a specific product or service; while a customer journey map shows the end-to-end of a customer’s activities involving your product or service, e.g., advertising.
  • The touchpoints in a user journey map refer to in-app experiences, and customer touchpoints in a journey map refer to every interaction the customer has with your app.
  • Usually, the user journey map influences product design, while the customer journey map informs business strategies.
  • There are four types of customer journey maps:
  • Current-state maps. To illustrate the customer journey in the present.
  • Future-state maps. To speculate on potential user journeys in the future.
  • Day-in-the-life maps. To show what a user does in relation or without any link to your product/service.
  • Service-blueprint maps. To define everything that needs to happen internally to properly serve users.
  • Examples of user and customer journey maps include companies like Hubspot, Zoom, Mailchimp, Dropbox, and Userpilot.
  • Templates of user journey maps include service blueprints, customer empathy maps, user touchpoints, and effective journey maps.
  • Did you identify friction points in your user onboarding? Try Userpilot , the all-in-one product adoption platform that’ll help you improve your onboarding experience and boost retention rates. Get a demo .

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user journey mapping pdf

What is a user journey map?

A user journey map is a document that shows the steps a user follows to reach a goal with your product or service. It’s usually used for UX visualization as it tells the story of a person navigating your product and their interaction with different touchpoints.

This document also helps you gather information about the user and the functionality they find most relevant.

In your first version of a user journey map, you may only add the user’s actions. But as you expand it, you should also add their emotions and thoughts.

User journey maps vs customer journey maps

User journey maps and customer journey maps are almost interchangeable terms. They both show the road a person takes to achieve goals and help improve the user experience .

However, these vary in scope, definitions, and goals:

  • Scope. User journey maps usually showcase the way a user experiences and interacts with a specific product or service. On the other hand, customer journey maps visualize the end-to-end experience of a customer across various brand touchpoints.
  • Definitions. The word ‘touchpoints’ has different meanings in each case. A touchpoint in a user journey map refers to interface interactions and in-app experiences. However, a touchpoint in a customer journey map means every moment a customer interacts with or becomes aware of your brand — e.g., advertisements, customer support, or at checkout.
  • Goals. User journey maps are useful to influence product design improvements. The insights of a customer journey map , usually inform broader business strategies and customer engagement efforts.

Types of user and customer journey maps

Using customer or user journey maps for different purposes allows you to influence different aspects of your business. For instance, a day-in-the-life journey map lets you spot areas of your customer’s routine where you can participate.

Here are different types of user and customer journey visualization to implement in your business:

  • Current-state map. Illustrates the critical user journey as it is now. It helps you visualize the current state of the user experience based on facts. This type of journey map allows you to identify the strengths and opportunities of your current process.
  • Future-state map. Design how you wish the customers’ journey could look in the future. This type is aspirational and it’s useful when speculating potential customer paths. It’s mostly based on data from the current state map and creativity.
  • Day-in-the-life map. Lists everything a customer does throughout the day despite those actions being related to your brand. A day-in-the-life map gives you an overall understanding of who your customer is, how they spend their time, and where your company falls. This map is based on user research data.
  • Service-blueprint map. This is an internal document that states all the actions, policies, and processes that go behind customer-facing services. The service blueprint is usually for employees to know what they need to do to meet the customer across the journey.

User and customer journey map examples

Take a look at examples of user and customer journey maps from successful businesses and get inspired to draft your own.

1. Userpilot’s current user state journey map

Userpilot’s user journey map

To examine the user’s current state, you can use Userpilot to perform a path analysis .

With path analysis, you can identify and understand how users navigate through your product, pinpointing the key interactions and touchpoints they encounter.

For example, to optimize conversion , you can look into how enterprise users navigate toward the conversion point. Then you can use the discovered insights to replicate the experience for new users.

2. Spotify’s music-sharing user journey map

Spotify's journey map for the music sharing experience

Spotify is a music streaming platform with various features. This example shows a detailed view of a Spotify user’s journey when sharing music with friends and family.

The image shows the steps the user takes to find and share music as well as their thoughts, emotions, touchpoints, and actors. It starts with a user opening Spotify to listen to music at work. They look up the different playlists and feel excited to see the suggestions.

Once they find a song that makes them feel happy, they share it with a friend by sending the link through WhatsApp. They follow up and wait for an answer.

This example is particularly interesting since it includes the actions, thoughts, and sentiments of two different personas.

3. Uber’s first experience user journey map

Uber's new customer journey map

Uber is a popular transportation company for booking rides. This current-stage customer journey map shows all the steps a user takes from the moment they choose to use Uber as a new user, up to when they arrive at their destination.

It includes screenshots that show exactly what the user sees when they go through each of the customer journey stages.

This example includes goals from the persona on the side. It also includes verbatim thoughts and emotion tags that give you deeper insights into the target persona.

The bottom part of the map shares critical insights that help marketing and sales teams understand the user on a deeper level and improve their experience.

4. Dropbox’s customer journey map

Dropbox’s user journey map from the awareness stage.

This journey map includes the user persona’s jobs-to-be-done (JBTD) and the path they follow from the problem-awareness stage.

Since Dropbox is a cloud storage platform, using it for business affects the day-to-day of all workers. Hence, this map includes a clever section named “cast” which includes the profiles of everyone who’ll be affected by the decision to use Dropbox.

As you can see, Sophia starts her journey when she discovers Dropbox. She researches alternatives, books a demo, and signs up for the application.

This looks like a future state journey map as it seems quite simplified for a current state map.

5. Mailchimp’s day-in-the-life customer journey map

Example of day in the life journey map for Mailchimp

Mailchimp is a popular email marketing platform. The customer journey map captures everything a marketing worker named Dani does every two weeks.

This customer journey map compiles all the little tasks she does before, during, and after she sends a marketing email.

It’s considered a day-in-the-life map rather than a current-state one because it includes more detail than simply outlining the steps Dani takes to send an email. Instead, it includes the digressions she takes before actually completing the task, as well as emotions and areas of opportunity.

6. Hubspot’s customer journey map

Hubspot’s comprehensive customer journey map

This platform offers multiple services for managing a business. This is the current state of Hubspot’s customer journey . It shows everything a user does from the moment they become dissatisfied with previous tools.

This map explains in detail how customers interact with Hubspot until they become paying users. It also includes all the other actors involved, the factors that lead to a positive or negative experience, and the decision points.

This map also includes thoughts and sentiments, friction points, customer touchpoints, and internal actors involved.

7. Netflix’s customer journey map

Netflix's customer journey map for watching a show

Similar to the Mailchimp example, this customer journey map explains the macro steps a user like Jen takes to watch a movie on Netflix.

As a media streaming platform, Netflix’s algorithm comes up with movies and TV show recommendations. This map shows how Jen disregards those recommendations and searches for a different movie instead, making it an area of opportunity for the Netflix team.

As part of the analysis, this map also includes Jen’s pain points, motivators, and emotions. This is an example of how breaking the journey down into smaller goals can simplify spotting friction points by showing an end-to-end process on a single screen.

8. Canva’s user journey map

Customer journey map for Canva

Canva is an online graphic design platform, mostly suited for non-designers. This user map tells the story of Laura, a woman who isn’t a designer but wants to build beautiful flyers to promote her hobby.

As you see, the map walks us through the process of building a new design. It starts with Laura creating a board and ends when she exports the design. Similarly to the Netflix example, this journey map is also restricted to one scenario.

This user journey also includes actions, pain points, goals, expectations, and thoughts across the phases.

9. Zoom’s user journey map

Zoom for teachers' customer journey map

This popular online meeting platform serves different purposes. This example is about Zoom for teachers and it’s broken down into three main categories: Action, emotions, and thinking.

This user journey map explains what a teacher does to give online lectures. It’s separated into five main action buckets with a breakdown of the tasks that go into each bucket. For example, for a teacher to “Start teaching” they need to open Zoom and roll the call.

You can also see how the teachers’ emotions and thoughts vary throughout the session. Plus, the design of this map lets us quickly identify opportunities just by looking at the emojis.

10. HeartiCraft’s user journey map

HeartiCraft's user journey map

HeartiCraft is an online store for people who want to buy handcrafted products. The experience begins when the user researches and finds the website and ends when they decide to buy again.

It’s an interesting view of a user journey map as it exposes where HeartiCraft shines but also where it fails to delight users.

This map highlights four different stages and includes all the actions, thoughts and feelings, pain points, and delights under each of them.

11. Say Yeah!’s customer journey map

Say Yeah!'s elder care customer journey map

This company helps businesses deliver products and services that better serve neurodiverse users. To analyze this customer journey , you need to place your eyes on the left side of the screen and skim through the stages.

As you can see, this is the journey of an adult child looking for health support for their parents. It starts at the moment they discover a problem and ends after they’ve made a purchase.

This map includes the tasks, actors, emotions, media, tactics, and the thinking process of the user across the stages. It also shows how relevant each of those moments is for serving the customer properly.

12. Gartner’s B2B customer buying journey map

B2B buying journey illustrative example

As a consulting firm, Gartner has a deep understanding of the B2B sales process. You can see that in this example because it paints the B2B buyer’s journey as a non-linear path.

This is likely informed by historic customer behavior, journey analytics , and user research. In the map, you’ll see four main actions across the user’s journey that allow them to buy a product.

However, there are internal discrepancies that Gartner manages to capture in this map. For example, showing that the person meeting with the company isn’t necessarily the decision maker and needs to go back and get the CEO’s approval before agreeing to make a purchase.

13. Service blueprint map for technical support

Example of a service blueprint for tech support

As mentioned above, a service journey map helps employees know what needs to happen internally to power customer-facing tasks. In this example, we can see how systems are interconnected and linked to company policies.

This map also shows the actions employees take to provide service, including the invisible back-end tasks and the evidence that supports each action.

Templates for user and customer journey mapping process

Explore the different templates included on this list, and edit them to fit your customer journeys:

1. User journey map template in Figma

User journey map template on Figma

You can leverage this template on Figma for your customer journey mapping exercise and uncover user activities and emotions across different stages – from realizing their needs to becoming a paid customer.

It allows you to add what you expect the user’s emotions, experience, and expectations to be at each of the stages.

You can include as many ideas as you wish on this canvas or even invite your teams to work on this together.

2. User empathy mapping template in Notion

Template to build an empathy map on Notion

An empathy map compiles your target user’s feelings, thoughts, and behaviors.

This Notion template follows the classical approach by including the four main categories:

  • Says. Direct quotes or statements that provide insight into the user’s thoughts and opinions.
  • Thinks. Reflects the user’s thoughts, beliefs, and feelings.
  • Does . Includes what the user does in real life or during their interaction with a product or service.
  • Feels . Fears, frustrations, joys, and other emotional responses.

3. Future state customer journey map template from Xtensio

Template of a future state customer journey map.

Use your creativity and your current state journey map to fill out this template. Explore alternative customer paths to offer a better customer experience.

This template includes space to add:

  • Stages of the journey.
  • User’s thoughts and feelings.
  • Actions and touchpoints.
  • How this map is different from the current journey.

4. Service blueprint customer journey map template from Miro

Service blueprint template created by Userpilot on Miro

This is a typical service blueprint template. Miro lets you edit it to your liking by following these steps:

  • Define the customer service scenario to investigate.
  • Plot customer actions in chronological order.
  • Lay out processes, actors, and support systems.
  • Add roles and responsibilities by specifying interactions, visibility, and internal actions.
  • Illustrate cross-functional relationships.

5. Customer journey map template from Mural

Customer journey template view on Mural

Use Mural’s customer journey map template to have a better understanding of your target audience’s touchpoints, needs, motivations, and barriers.

Here you can:

  • Establish a customer scenario, e.g., buying a shirt online.
  • Define the customer steps, including big and small actions.
  • List all customer interactions with your brand, either in physical or digital touchpoints.
  • Determine your customer’s goals and motivations.
  • Highlight the positive moments at each stage.
  • Define the negative or frustrating moments across the journey.

6. Customer journey map template from Canva

Canva’s template for a customer journey map

Find many different customer journey map templates on Canva. These all let you edit the customer actions across stages, and depending on the option that you choose, you’ll also be able to add the user’s:

  • Emotions and feelings.
  • Thinking process.
  • Physical or digital touchpoints.
  • Barriers or pain points.
  • Solutions to barriers.

7. Customer touchpoint map template from InVision

InVision's customer touchpoint map template

Map out the customer touchpoints on this InVision template. Here, you’ll be able to list all the different interactions between the user and your business, as well as mention all the involved actors. You can break down the actions by stages and teams.

8. Customer journey mapping template from Slidesgo

Slidesgo's customer journey map template

Slidesgo provides you with 29 customer journey mapping examples. You can choose the design that piques your interest the most and add the different stages, touchpoints, actions, and sentiments. These designs are mostly suited for journeys of up to five steps.

9. B2B customer journey map template from UXPressia

B2B customer journey map template on UXPressia

UXPressia developed a set of B2B/B2C customer journey map templates for you to use. This mix also includes persona templates to guide you when creating personas for your journey maps.

You can use these templates as-is to guide your thinking or adapt them to fit your specific project needs.

10. Customer journey map template from Conceptboard

Conceptboard's customer journey map template

This customer journey map template is a classical one. Open the file with a clear understanding of your user persona.

There, you’ll be able to add customer data concerning each stage, more specifically regarding their:

  • Touchpoints and channels.
  • Overall experience.
  • Pain points.
  • Areas of improvement.

Exploring user journey map examples can inspire you to enhance your customers’ experience by pinpointing critical areas, such as better onboarding processes.

To create an effective customer journey map, you need a deep understanding of your user and a clear mapping path, i.e., via conducting user interviews and contextual research.

Userpilot is an all-in-one product platform that can equip you with actionable customer journey insights. Get a demo to explore our powerful analytics capabilities!

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Journey Mapping the User Experience

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This journey-mapping pilot study was designed to determine whether journey mapping is an effective method to enhance the student experience of using the library by assessing our services from their point of view. Journey mapping plots a process or service to produce a visual representation of a library transaction-from the point at which the student accesses a service to its final resolution. Service scenarios are identified , and maps are produced that reflect the journey from the student's point of view. The student map is then compared to an "ideal" journey, and the differences are used to explore changes that would improve the service experience. The phrase "The customer is always right" was originally used in 1909 by the founder of Selfridges department store in London. It is typically used by businesses to describe a service ecology designed to convince customers that they will get good service and to empower employees to give customers the service they expect. A century later, academic institutions are rethinking higher education in terms of students as valued customers. In the case of both business and academia, using a service lens to rethink and redesign operations provides a distinct methodology to enhance the user experience. In academic libraries, good service assessment takes the time to identify the sequence users must experience to accomplish essential library activities that meet their research and learning needs. Librarians can use this knowledge to inform changes that most effectively improve those customer experiences. Academic libraries develop services and collections to serve their primary constituencies of students, faculty, and staff. Students often enter the library physically or via the library website with an assignment at hand and the need for relevant information and resources within a critical timeframe. Faculty and staff need library resources primarily for instruction, research, or grant writing and face similar time constraints. These library users encounter a service ecology that encompasses a combination of personnel, policies, and complexities of both physical and Internet access. One method of assessing library services and access is journey mapping, also called service blueprinting, a methodology that uses library experiences and touchpoints at which a student comes into contact with the service. 1

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Annie Downey , Joe J Marquez

This article introduces using Customer Journey Maps (CJM) in libraries and the role mapping can play in visualizing the user's journey in order to help library staff better understand and optimize the user's experience. The purpose of this article is to demonstrate the importance and relevance of the mapping process for any library user experience. The article will also review findings from the Reed College Library use of mapping discovered during our own review of services and resource usage.

Service design is a holistic method for assessing service delivery that requires service providers to take on a user-centered perspective, that focuses on how each piece makes up the whole and the cumulative impact on the user’s experience. Service design also necessitates that during the assessment we think about the library as a set of services within a highly integrated system. When we, as service providers, look at the library through this lens, we begin to see the library through the user’s eyes. This article will define library services in the context of service design and discuss the service design project being conducted at the Reed College Library before sharing our own personal insights into the process and its benefits.

Katherine Exss Cid

Journal of Hospital Librarianship

Anna Dulin Milholland

Library Management

Andrea Philips

Purpose – In response to changing pedagogical theory and practice in higher education, library designers have created innovative library learning spaces that support informal learning outside the classroom. Libraries can be justly proud of their new collaborative learning spaces that support interaction and discussion; social spaces that foster engagement and learning; as well as quiet places for independent study. Less attention has been paid to the relationship between library spaces and frontline services and the way in which learning theory might inform the service experience. The purpose of this paper is to investigate the way in which a large academic library responded to this challenge. Design/methodology/approach – Using a case study approach informed by theoretical analysis, the paper outlines the decision-making process underlying the reformulation of frontline library service. The study explains why decisions were taken leading to the development of a distinctive and coll...

Weave: Journal of Library User Experience

Joe J Marquez , Annie Downey

This paper explores service design as a relevant method for service assessment and creation in a library environment. Service design allows for a holistic and systemic look at the various systems that make a library function. This methodology is a co-creative process conducted with library staff and patrons. By working together, librarians and patrons can create more relevant services or refine current services to be more effective and efficient.

International Conference on Library and Information Management (ICLIM)

dhammika pr

Within the ambit of libraries, library user education is a vital service that serves as a conduit for users to gain the fundamental skills and information needed for efficient information access, evaluation, and usage. Notably, guided library tours are an effective way to introduce new patrons to the library's

Library & Information Science Research

Yvonna Lincoln

Customer Journey Map Template

Map your customer journey and help your customers successfully get from A to B. Understand the reasoning behind their choices and design the best product experience and meet your customer's needs.

Trusted by 65M+ users and leading companies

About the Customer Journey Map Template

A customer journey map, also known as a user journey map, is a visual representation of how customers experience your brand and company across all its touchpoints. In a customer journey map template, interactions are placed in a pre-made timeline to map out the user flow.

Since customers are the backbone of your business, it is important to understand their pain points, desires and needs so that you can create a customer-centric experience for them.

Many teams use customer journey mapping tools to visually represent customers' thought processes and emotions from their initial interaction until the end goal. This practice enables businesses to assess whether they are meeting their objectives. Doing so can improve their conversion rates and enhance the overall customer experience.

How to use Miro’s customer journey map template

Here are 6 steps to create a successful CJM using the customer journey mapping template. In each section, we will dive a little deeper, but remember, every customer journey map is different, so you may spend more time on one step compared to another.

1. Set clear objectives for the map

Identify your goal for the map. Identifying your ideal outcome will help set the foundations for a successful project.

Ask yourself some of these questions:

Why are you making a customer journey map?

Who is it specifically about?

What experience is it based upon?

Based on this, you may want to create a buyer persona. This is a fictitious customer with all their demographics and psychographics representing your average customer. Having a clear persona is helpful in reminding you to direct every aspect of your customer journey map toward them.

2. Identify your user personas and define their goals

Use the Game-Changer container on the template to identify your persona.

Answer these three questions:

What are their key goals and needs?

What do they struggle with most?

What tasks do they have?

Conduct user research to help you in this process. Survey customers to understand their buying journey, or ask the sales team or customer service representatives for feedback or the most frequently asked questions. You would want to hear the experience of people who are interested in your product and who have interacted with it to understand their pain points and what can be done to improve.

3. Highlight target customer personas

Once you’ve discovered all the different buyer personas that interact with your business, you will need to narrow the list down and select one or two to focus on.

A customer journey map is a specific journey one customer takes, so having too many personas on one map will not be a precise indication of their journey and not a reflection of their true experience.

4. Identify all possible customer touchpoints

Based on your research, you can now use this information to map out all the possible customer touchpoints your customer will face. Use the User Journey Map Template to add the outcomes you want your customer to achieve, and then map all the steps they need to take in order to achieve these outcomes.

List out all of the touchpoints your customer currently has, and then make another list of where you would like your customers to have additional touchpoints. Then check if there are any overlaps.

This step is vital as it can show you whether you have too few or too many touchpoints and gives you a rough idea of your current customer journey experience.

Touch points are not limited to just your website. Look at other areas such as:

Social media channels

Email marketing

3rd party reviews or mentions

Pro Tip:  Run a quick Google search of your business and identify all the pages that mention your brand. Verify this using Google Analytics to see what brings in the most traffic.

This step is very important as it can help you understand things like, are the lack of touchpoints the reason why my customers are turning away? If there are more than expected, are they getting too overwhelmed?

5. Build the customer journey map and try it yourself!

Once you have gathered all the necessary information and identified all the touchpoints your customer will experience, it will finally be time to start building your own customer journey map.

Ensure that you note down every point your customer will touch your business. Remember to add their actions, needs, pains, and feelings to your customer journey map.

Creating the map alone isn’t the end of the process. You will need to go through the journey yourself and analyze the results. By going through the journey first-hand, you will see the areas where expectations might not have been met.

For each persona, go through every journey from beginning to end and take notes.

6. Adjust as needed

Once you have gone through each persona map, you will get a clearer understanding of what your customers are experiencing.

Ensure that all the needs are met and pain points are addressed. No matter how big or small the changes are, every single change has an impact. And this small impact could be the deciding factor for purchase, signup, or download.

Add all the opportunities and improvements you could introduce to your User Journey Map Template . Brainstorm with your team ideas to implement changes, and make sure you assign the right team members to each process.

Share your expertise on Miroverse 🚀

Publish your own template and help over 60M+ Miro users jump-start their work. 

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What should be included in a customer journey map template?

Every customer journey map will be different. No map is linear, so it is okay not to have a direct A to B Journey. Below we have compiled a number of points that may be included in a customer journey map template:

1. Significant milestones

In order to begin with a successful customer journey map, it is important to draft a path your customer will be journeying through to reach your business’s goal. This step is also useful as you can preemptively identify potential hiccups that might ensue here.

2. User engagement

This element is where you map out the details of how your customer will interact with your site or product. Think of how you would like this to be in order for you to achieve your goal.

3. Emotions

As we seek positive experiences, it is also important to ensure our customers feel relief, excitement, and happiness. Therefore, to mitigate any negative emotions, ensure you have a clear and concise process with appropriate branding to avoid creating negative opinions.

4. Pain Points

When your customers are experiencing a negative emotion, there is a reason why. Adding pain points to your customer journey map will help you identify the reasons behind them and come up with a solution to fix them.

5. Solutions

And finally, add solutions. Once you and your team have identified the pain points, brainstorm and implement solutions to improve your user experience.

How do I use a customer journey map template?

You can create your CJM with Miro’s free Customer Journey Map Template and customize it according to your brand or product needs. When using your own CJM template, remember to define the scope, what touchpoints you want to analyze, and who inside your organization has ownership of which step.

What are the benefits of customer journey mapping?

Using a user journey map template can be key to better understanding your customers. Customer journey mapping puts you and your team in the mind of the customer and helps you to visualize what they are experiencing at each stage and touchpoint with your business or product. Outlining the stages of interaction, while keeping the customer front and center, allows you to identify any pain points that could be improved. This will better not only the customer experience but will help with customer retention in the long run.

What is a touchpoint in a customer journey map?

A touchpoint in a customer journey map is an instance where your customer can form an opinion of your business. Touchpoints can be found in places where your business comes in direct contact with potential or existing customers. A display ad, an interaction with an employee, a 404 error, and even a Google review can be considered a customer touchpoint. Your brand exists beyond your website and marketing materials, so it’s important that the different types of touch points are considered in your customer journey map because they can help uncover opportunities for improvement in the buying journey.

How often should you update your customer journey map?

Your map should be a constant work-in-progress. Reviewing it on a monthly or quarterly basis will help you to identify gaps and opportunities for streamlining your customer journey further. Use your data analytics along with customer feedback to check for any roadblocks. It would also be helpful to schedule regular meetings to analyze any changes that might affect the customer journey.

Do all businesses need a customer journey map?

Customer journey mapping is important for businesses of all sizes. From SMBs to Enterprise. It is also important for all functions. From sales and marketing to customer service. There is no one size fits all for customer journey maps. Therefore, it is important to take time to personalise your own customer journey map to fully understand your own process and identify your own pain points.

Get started with this template right now.

user-flows-template-thumb

The User Flows template offers a visual tool for mapping out the sequence of steps that users take to accomplish a specific task or achieve a goal within a digital product or service. It provides elements for documenting user interactions, screens, and decision points along the user journey. This template enables UX designers and product teams to understand user behaviors, identify pain points, and optimize the user experience effectively. By promoting user-centric design and empathy, the User Flows template empowers teams to create intuitive and engaging digital experiences that meet user needs and drive satisfaction.

Empathy Map Canvas Jack León template thumb

Empathy Map Canvas by Jack León

Works best for:.

Research & Design, Market Research

Empathy Map Canvas is an essential tool for capturing user insights. By visualizing what users think, feel, and experience, you can create more effective and user-friendly designs. This template is perfect for teams focused on user-centered design.

Empathy Map Back of the Napkin Consulting template thumb

Empathy Map by Back of the Napkin Consulting

The Empathy Map template is designed to help you understand your users deeply. It captures user behaviors, thoughts, and feelings, allowing you to design products that truly resonate with their needs. Use this template to enhance your UX research and create user-centered designs.

research-thumb-web (1)

Research Template

Education, Desk Research, Product Management

Teams often need to document findings from usability testing sessions and customer interviews into a systematic, flexible user research template. Collecting everyone’s observations into a centralized location makes it easier to share insights company-wide and suggest new features based on user needs. Research templates can be used to record quantitative or qualitative data.. When it’s your job to ask questions, take notes, learn more about your user, and test iteratively, a Research Template can help you validate your assumptions, find similarities across different users, and articulate their mental models, needs, and goals.

UXD Empathy Map Template thumb

UXD Empathy Map Template

UXD Empathy Map helps you gain a deep understanding of your users. By mapping their experiences, thoughts, and emotions, you can design products that truly resonate. This template is perfect for UX designers aiming to create user-centered designs.

CustomerJourneyMapTimeline-thumb-web

Customer Touchpoint Map Template

Desk Research, Product Management, Mapping

To attract and keep loyal customers, you have to truly start to understand them—their pain point, wants, and needs. A customer touchpoint map helps you gain that understanding by visualizing the path your customers follow, from signing up for a service, to using your site, to buying your product. And because no two customers are exactly alike, a CJM lets you plot out multiple pathways through your product. Soon you’ll be able to anticipate those pathways and satisfy your customers at every step.

  • Geospatial PDFs

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Before you begin

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user journey mapping pdf

About geospatial PDFs

A geospatial PDF includes information to reference location data. When you import geospatial data into Acrobat, it keeps the location coordinates, allowing you to view and interact with the PDF to find and mark locations.

Geospatial data can be vector or raster-based or a mix of both. After importing the data, you can use it in various ways:

  • Find and mark location coordinates.
  • Measure distance, perimeter, and area.
  • Change the coordinate system and measurement units.
  • Copy location coordinates to the clipboard and use them in web mapping services to show locations.

Create geospatial PDFs

You can create a geospatial PDF using any of these methods:

  • Open a geospatially enabled TIFF (GeoTIFF) or JPEG 2000 file .
  • Georegister a PDF map or scan of geospatial data.

Once you import a file, you'll see measurements, point positions, and lengths displayed in geographic coordinates. You have the option to modify, measure, and annotate them. Additionally, you can compile a PDF map from various sources.

Open GeoTIFF and JPEG 2000 files

GeoTIFF files and JPEG 2000 files are raster images that you can import as new documents or as new layers to an existing document. Acrobat preserves the geospatial coordinates embedded in the file. These files retain their geospatial data when they are imported. If you import these files to existing documents, their coordinate system is converted to the coordinate system of the document.

user journey mapping pdf

Select the geospatially enabled file to import.

Select Open .

It opens the geospatially enabled file as PDF.

Import shapefiles

To add a shapefile as a new layer to your PDF, it must overlap with the current PDF map. If there's no overlap, it won't be imported. If it partially overlaps, only the overlapping part is imported.

A shapefile comprises multiple files with various filename extensions. When importing into Acrobat, make sure to include both the SHP file and the DBF file.

user journey mapping pdf

In the Import as Layer dialog that opens:

  • For the Source file, select Browse to locate the SHP file and then select it.
  • Select Settings  and change the Line Properties to a solid line and the line color to blue.
  • Change other settings as required.
  • Select Ok .

Interact with geospatial PDFs

When you open a geospatially enabled PDF, you can do the following:

  • Find locations, measure distances, and add location markers.
  • Copy coordinates to the clipboard for use with a web mapping service.

To access the geospatial measuring tools, from the All tools menu, select Measure objects > Geospatial location tools .

Utilize the Geospatial Location tool for the following tasks:

  • View latitude and longitude when the cursor is over an area with geospatial information.
  • Add a geospatial annotation to mark a specific location.
  • Search for a location within the document.

Find map locations

Open a geospatial PDF and then from the All tools menu, select  Measure objects > Geospatial Location tool .

Right-click inside the map, and then select  Find A Location .

In the dialog that appears at the bottom, type the latitude and longitude values (degrees, minutes, seconds, or decimal) in the two text boxes, and then press Enter.

If at least one location is available, the location is highlighted with a blue square and the page is centered on the highlighted location.

If the PDF includes more than one map, select the  Next or Previous buttons to view additional results, if any. Multiple locations are available in several situations:

When a document contains multiple maps (for example, if a PDF contains a smaller map within a larger map, such as a city within a map of a state or country). When you search for a location within the city, Acrobat finds it in both the larger map and the city map.

When a document contains multiple pages of a map (for example, if page one is a map of a country and page two is a map of a state or city within the country).

To add a comment, such as a place name or address, select the location marker, and then add the information in the comment box.

To mark a location with geospatial information, select Mark Location .

  • To end the search, right-click inside the map. Then select Hide Location Search, to remove the search boxes.

Measure distance, perimeter, and area on maps

When you open a geospatial PDF, Acrobat's measuring tools read geospatial information and calculate distances and areas based on the actual geography, not just the page or object dimensions. You can use these tools to measure distance, perimeter, and area on any geospatially enabled PDF.

As you move the mouse pointer over the document's content, snap markers appear, indicating when you are on a path or path endpoint. Additionally, the latitude and longitude of your cursor location are displayed when it hovers over geospatial content.

From the All tools menu, select Measure objects > Measuring tool .

user journey mapping pdf

If you are using the Distance tool, click where you want to start the measurement, and then drag to the end point and click again. The distance is displayed in the lower-right corner.

If you are using the Perimeter tool, click the map in one corner of the perimeter, and then drag to each corner. Click at each corner and then double-click at the end point. The information window displays the perimeter size.

If you are using the Area tool, click the map at one corner of the area, and then drag to another corner. Click before changing directions. Double-click at the end to display the total area.

To finish the measurement, right-click and select Complete Measurement . Or, select Cancel Measurement .

Copy location coordinates to the clipboard for use with a web mapping service

After you find a location on a geospatial PDF, you can copy the coordinates to the clipboard. From the clipboard, you can paste the data into a web mapping service that reads latitude and longitude coordinates.

From the All tools menu, select  Measure   objects > Geospatial location  tool . Then, right-click the location on the map and select  Mark Location .

Acrobat copies the data in this format: latitude then longitude, separated by a space. Paste the data into the address bar of a web mapping service that can interpret the location data.

Change measurement units within a document

To change the type of measurement units, right-click inside the map with the Measuring tool and choose Distance Unit or Area Unit . Then select a measurement type.

Change geospatial measuring preferences

Here are some useful options that you can set:

  • Enable Measurement Markup : Adds labels to geospatial measurements. Select "Use Label" to add custom labels.
  • Snap Settings : Choose which path parts the measurements should snap to.
  • Display value as : Decide how latitude and longitude values are shown. Choose Decimal for decimal fractions or Degrees, Minutes, Seconds for more traditional notation.
  • Display direction as : Choose between Signed (N/S, E/W) or Named (North/South, East/West) directions for latitude and longitude.
  • Always display latitude and longitude as WGS 1984 : This ensures that latitude and longitude use the current standard reference frame for Earth (World Geodetic System 1984). You can unselect this option for older maps drawn with different grids.
  • Use default distance unit : Select the default unit for distance measurements.
  • Use default area unit : Choose a different unit for area measurements compared to distance.
  • Don’t show transparency layer in GeoTIFF and JPEG 2000 images : Allows you to remove the transparency layer from raster images like GeoTIFF and JPEG 2000.

With these settings, you can customize your geospatial measurements in Acrobat for better accuracy and convenience.

Export location and measurement markups

You can export geospatial location and measurement data to an FDF file. Each geospatial annotation contains a GPTS entry representing its latitude and longitude. You can export the following types of information:

  • Marked locations made with the Geospatial Location tool.
  • Distance, perimeter (compound distance), and area measurements taken with the Measurement tool over geospatial content.

To export geospatial data:

  • Go to the comments panel.

More like this

  • Commenting and markup tools overview
  • Measure the height, width, or area of objects

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The latest annual McKinsey Global Survey  on the current state of AI confirms the explosive growth of generative AI (gen AI) tools . Less than a year after many of these tools debuted, one-third of our survey respondents say their organizations are using gen AI regularly in at least one business function. Amid recent advances, AI has risen from a topic relegated to tech employees to a focus of company leaders: nearly one-quarter of surveyed C-suite executives say they are personally using gen AI tools for work, and more than one-quarter of respondents from companies using AI say gen AI is already on their boards’ agendas. What’s more, 40 percent of respondents say their organizations will increase their investment in AI overall because of advances in gen AI. The findings show that these are still early days for managing gen AI–related risks, with less than half of respondents saying their organizations are mitigating even the risk they consider most relevant: inaccuracy.

The organizations that have already embedded AI capabilities have been the first to explore gen AI’s potential, and those seeing the most value from more traditional AI capabilities—a group we call AI high performers—are already outpacing others in their adoption of gen AI tools. 1 We define AI high performers as organizations that, according to respondents, attribute at least 20 percent of their EBIT to AI adoption.

The expected business disruption from gen AI is significant, and respondents predict meaningful changes to their workforces. They anticipate workforce cuts in certain areas and large reskilling efforts to address shifting talent needs. Yet while the use of gen AI might spur the adoption of other AI tools, we see few meaningful increases in organizations’ adoption of these technologies. The percent of organizations adopting any AI tools has held steady since 2022, and adoption remains concentrated within a small number of business functions.

Table of Contents

  • It’s early days still, but use of gen AI is already widespread
  • Leading companies are already ahead with gen AI
  • AI-related talent needs shift, and AI’s workforce effects are expected to be substantial
  • With all eyes on gen AI, AI adoption and impact remain steady

About the research

1. it’s early days still, but use of gen ai is already widespread.

The findings from the survey—which was in the field in mid-April 2023—show that, despite gen AI’s nascent public availability, experimentation with the tools  is already relatively common, and respondents expect the new capabilities to transform their industries. Gen AI has captured interest across the business population: individuals across regions, industries, and seniority levels are using gen AI for work and outside of work. Seventy-nine percent of all respondents say they’ve had at least some exposure to gen AI, either for work or outside of work, and 22 percent say they are regularly using it in their own work. While reported use is quite similar across seniority levels, it is highest among respondents working in the technology sector and those in North America.

Organizations, too, are now commonly using gen AI. One-third of all respondents say their organizations are already regularly using generative AI in at least one function—meaning that 60 percent of organizations with reported AI adoption are using gen AI. What’s more, 40 percent of those reporting AI adoption at their organizations say their companies expect to invest more in AI overall thanks to generative AI, and 28 percent say generative AI use is already on their board’s agenda. The most commonly reported business functions using these newer tools are the same as those in which AI use is most common overall: marketing and sales, product and service development, and service operations, such as customer care and back-office support. This suggests that organizations are pursuing these new tools where the most value is. In our previous research , these three areas, along with software engineering, showed the potential to deliver about 75 percent of the total annual value from generative AI use cases.

In these early days, expectations for gen AI’s impact are high : three-quarters of all respondents expect gen AI to cause significant or disruptive change in the nature of their industry’s competition in the next three years. Survey respondents working in the technology and financial-services industries are the most likely to expect disruptive change from gen AI. Our previous research shows  that, while all industries are indeed likely to see some degree of disruption, the level of impact is likely to vary. 2 “ The economic potential of generative AI: The next productivity frontier ,” McKinsey, June 14, 2023. Industries relying most heavily on knowledge work are likely to see more disruption—and potentially reap more value. While our estimates suggest that tech companies, unsurprisingly, are poised to see the highest impact from gen AI—adding value equivalent to as much as 9 percent of global industry revenue—knowledge-based industries such as banking (up to 5 percent), pharmaceuticals and medical products (also up to 5 percent), and education (up to 4 percent) could experience significant effects as well. By contrast, manufacturing-based industries, such as aerospace, automotives, and advanced electronics, could experience less disruptive effects. This stands in contrast to the impact of previous technology waves that affected manufacturing the most and is due to gen AI’s strengths in language-based activities, as opposed to those requiring physical labor.

Responses show many organizations not yet addressing potential risks from gen AI

According to the survey, few companies seem fully prepared for the widespread use of gen AI—or the business risks these tools may bring. Just 21 percent of respondents reporting AI adoption say their organizations have established policies governing employees’ use of gen AI technologies in their work. And when we asked specifically about the risks of adopting gen AI, few respondents say their companies are mitigating the most commonly cited risk with gen AI: inaccuracy. Respondents cite inaccuracy more frequently than both cybersecurity and regulatory compliance, which were the most common risks from AI overall in previous surveys. Just 32 percent say they’re mitigating inaccuracy, a smaller percentage than the 38 percent who say they mitigate cybersecurity risks. Interestingly, this figure is significantly lower than the percentage of respondents who reported mitigating AI-related cybersecurity last year (51 percent). Overall, much as we’ve seen in previous years, most respondents say their organizations are not addressing AI-related risks.

2. Leading companies are already ahead with gen AI

The survey results show that AI high performers—that is, organizations where respondents say at least 20 percent of EBIT in 2022 was attributable to AI use—are going all in on artificial intelligence, both with gen AI and more traditional AI capabilities. These organizations that achieve significant value from AI are already using gen AI in more business functions than other organizations do, especially in product and service development and risk and supply chain management. When looking at all AI capabilities—including more traditional machine learning capabilities, robotic process automation, and chatbots—AI high performers also are much more likely than others to use AI in product and service development, for uses such as product-development-cycle optimization, adding new features to existing products, and creating new AI-based products. These organizations also are using AI more often than other organizations in risk modeling and for uses within HR such as performance management and organization design and workforce deployment optimization.

AI high performers are much more likely than others to use AI in product and service development.

Another difference from their peers: high performers’ gen AI efforts are less oriented toward cost reduction, which is a top priority at other organizations. Respondents from AI high performers are twice as likely as others to say their organizations’ top objective for gen AI is to create entirely new businesses or sources of revenue—and they’re most likely to cite the increase in the value of existing offerings through new AI-based features.

As we’ve seen in previous years , these high-performing organizations invest much more than others in AI: respondents from AI high performers are more than five times more likely than others to say they spend more than 20 percent of their digital budgets on AI. They also use AI capabilities more broadly throughout the organization. Respondents from high performers are much more likely than others to say that their organizations have adopted AI in four or more business functions and that they have embedded a higher number of AI capabilities. For example, respondents from high performers more often report embedding knowledge graphs in at least one product or business function process, in addition to gen AI and related natural-language capabilities.

While AI high performers are not immune to the challenges of capturing value from AI, the results suggest that the difficulties they face reflect their relative AI maturity, while others struggle with the more foundational, strategic elements of AI adoption. Respondents at AI high performers most often point to models and tools, such as monitoring model performance in production and retraining models as needed over time, as their top challenge. By comparison, other respondents cite strategy issues, such as setting a clearly defined AI vision that is linked with business value or finding sufficient resources.

The findings offer further evidence that even high performers haven’t mastered best practices regarding AI adoption, such as machine-learning-operations (MLOps) approaches, though they are much more likely than others to do so. For example, just 35 percent of respondents at AI high performers report that where possible, their organizations assemble existing components, rather than reinvent them, but that’s a much larger share than the 19 percent of respondents from other organizations who report that practice.

Many specialized MLOps technologies and practices  may be needed to adopt some of the more transformative uses cases that gen AI applications can deliver—and do so as safely as possible. Live-model operations is one such area, where monitoring systems and setting up instant alerts to enable rapid issue resolution can keep gen AI systems in check. High performers stand out in this respect but have room to grow: one-quarter of respondents from these organizations say their entire system is monitored and equipped with instant alerts, compared with just 12 percent of other respondents.

3. AI-related talent needs shift, and AI’s workforce effects are expected to be substantial

Our latest survey results show changes in the roles that organizations are filling to support their AI ambitions. In the past year, organizations using AI most often hired data engineers, machine learning engineers, and Al data scientists—all roles that respondents commonly reported hiring in the previous survey. But a much smaller share of respondents report hiring AI-related-software engineers—the most-hired role last year—than in the previous survey (28 percent in the latest survey, down from 39 percent). Roles in prompt engineering have recently emerged, as the need for that skill set rises alongside gen AI adoption, with 7 percent of respondents whose organizations have adopted AI reporting those hires in the past year.

The findings suggest that hiring for AI-related roles remains a challenge but has become somewhat easier over the past year, which could reflect the spate of layoffs at technology companies from late 2022 through the first half of 2023. Smaller shares of respondents than in the previous survey report difficulty hiring for roles such as AI data scientists, data engineers, and data-visualization specialists, though responses suggest that hiring machine learning engineers and AI product owners remains as much of a challenge as in the previous year.

Looking ahead to the next three years, respondents predict that the adoption of AI will reshape many roles in the workforce. Generally, they expect more employees to be reskilled than to be separated. Nearly four in ten respondents reporting AI adoption expect more than 20 percent of their companies’ workforces will be reskilled, whereas 8 percent of respondents say the size of their workforces will decrease by more than 20 percent.

Looking specifically at gen AI’s predicted impact, service operations is the only function in which most respondents expect to see a decrease in workforce size at their organizations. This finding generally aligns with what our recent research  suggests: while the emergence of gen AI increased our estimate of the percentage of worker activities that could be automated (60 to 70 percent, up from 50 percent), this doesn’t necessarily translate into the automation of an entire role.

AI high performers are expected to conduct much higher levels of reskilling than other companies are. Respondents at these organizations are over three times more likely than others to say their organizations will reskill more than 30 percent of their workforces over the next three years as a result of AI adoption.

4. With all eyes on gen AI, AI adoption and impact remain steady

While the use of gen AI tools is spreading rapidly, the survey data doesn’t show that these newer tools are propelling organizations’ overall AI adoption. The share of organizations that have adopted AI overall remains steady, at least for the moment, with 55 percent of respondents reporting that their organizations have adopted AI. Less than a third of respondents continue to say that their organizations have adopted AI in more than one business function, suggesting that AI use remains limited in scope. Product and service development and service operations continue to be the two business functions in which respondents most often report AI adoption, as was true in the previous four surveys. And overall, just 23 percent of respondents say at least 5 percent of their organizations’ EBIT last year was attributable to their use of AI—essentially flat with the previous survey—suggesting there is much more room to capture value.

Organizations continue to see returns in the business areas in which they are using AI, and they plan to increase investment in the years ahead. We see a majority of respondents reporting AI-related revenue increases within each business function using AI. And looking ahead, more than two-thirds expect their organizations to increase their AI investment over the next three years.

The online survey was in the field April 11 to 21, 2023, and garnered responses from 1,684 participants representing the full range of regions, industries, company sizes, functional specialties, and tenures. Of those respondents, 913 said their organizations had adopted AI in at least one function and were asked questions about their organizations’ AI use. To adjust for differences in response rates, the data are weighted by the contribution of each respondent’s nation to global GDP.

The survey content and analysis were developed by Michael Chui , a partner at the McKinsey Global Institute and a partner in McKinsey’s Bay Area office, where Lareina Yee is a senior partner; Bryce Hall , an associate partner in the Washington, DC, office; and senior partners Alex Singla and Alexander Sukharevsky , global leaders of QuantumBlack, AI by McKinsey, based in the Chicago and London offices, respectively.

They wish to thank Shivani Gupta, Abhisek Jena, Begum Ortaoglu, Barr Seitz, and Li Zhang for their contributions to this work.

This article was edited by Heather Hanselman, an editor in the Atlanta office.

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