bachelorThesis
Diseño del customer journey map del servicio de apertura de cuentas en las oficinas de la Cooperativa de Ahorro y Crédito Jardín Azuayo en la ciudad de Cuenca
Autor
Cárdenas Peñafiel, Doménica Valentina
Institución
Resumen
The present investigation has identified the best process based on the partners of
account opening service in the offices of the Cuenca city of the Cooperativa de Ahorro y
Crédito Jardín Azuayo, through the Customer Journey Map. The same investigation has
made it possible to identify opportunities for improvement throughout the member's
experience, generating differentiating and unique elements that generate a positive
experience (Chavez & García, 2020, p. 5).
For the correct development of the research, it was used a mixed qualitative and
quantitative methodology, taking as the object of study the 5 offices with the most account
openings, which are: Cuenca, Feria Libre, Yanuncay, Totoracocha, and Patamarca. From
these, 5 steps were followed to obtain the information, the first being the definition of the
client's profile. As a second point, the phenomenological design was selected to make
several observations in the sample offices to identify the stages, activities, contact points,
experience, and satisfaction generated by the institution in the service, whose results were
recorded through an observation sheet. to be analyzed later.
In addition, to identify the strengths and weaknesses, satisfiers and define a service
standard, a simulation workshop was carried out, and through a non-experimental design,
a survey was carried out with a simple random sample of the partners who acquire the
service of the opening of accounts, to corroborate the information acquired and make
changes if necessary. On the other hand, projective techniques and the interview were
used to collect necessary information about the brand territory of the Cooperativa Jardín
Azuayo, which helped finalize the best Customer Journey Map.
Thus, based on the investigations carried out, in chapter I the current Customer
Journey Map that the Cooperativa Jardín Azuayo has was defined, where the phases,
activities, critical moments of truth, satisfiers, and dissatisfiers were specified, as contact
persons and standards.
Concerning chapter II, the ideal Customer Journey Map of the service under study
was proposed, the same one that had the objective of the service, proposals for
improvement, phases, activities, critical moments of truth, contact persons, an experience
that is sought too long live the person and reparation strategies.
Finally, in chapter III, the implementation plan of the ideal Customer Journey Map
was proposed, the same one that has the problems and actions to be implemented, and those responsible for the implementation of the action. In addition, the phases for its
implementation were defined.