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Journal of Retailing and Consumer Services xxx (xxxx) xxxx

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Journal of Retailing and Consumer Services


journal homepage: www.elsevier.com/locate/jretconser

Development of a service blueprint for the online-to-offline integration in


service
Do-Hyeon Ryua, Chiehyeon Limb, Kwang-Jae Kima,∗
a
Department of Industrial and Management Engineering, Pohang University of Science and Technology, 77 Cheongam-ro, Nam-gu, Pohang, Gyung-buk, 37673, Republic of
Korea
b
School of Management Engineering, Ulsan National Institute of Science and Technology, 50 UNIST-gil, Ulsan, 44919, Republic of Korea

ARTICLE INFO ABSTRACT

Keywords: Online-to-offline (O2O) integration refers to the incorporation of separate online and offline service processes
Online-to-offline (O2O) integration into a single service delivery. Advances in mobile devices and information and communication technology
Service process visualization enable the O2O integration, which has been applied to many services. This study proposes a new service
Service process analysis blueprint, called the O2O Service Blueprint (O2O SB), which is specialized in visualizing and analyzing the
Service blueprint (SB)
service processes of the O2O integration. A comprehensive literature review and text mining analysis are con-
O2O SB
ducted on massive quantities of literature, articles, and application introductions to understand characteristics of
the O2O integration and extract keywords relevant to the O2O integration. Comparisons of the O2O SB with the
conventional Service Blueprint and Information Service Blueprint validate that the O2O SB can address the
limitations of existing service blueprints. An evaluation through expert interviews confirms the completeness,
utility, and versatility of the O2O SB. The proposed O2O SB presents a complete picture of the entire service
delivery process, whether online or offline. This SB helps users systematically understand the processes and
formulate strategies for service improvement.

1. Introduction consistently in various industries (Hsu and Lin, 2018; Shen et al., 2019).
For example, e-commerce companies, such as Amazon and Alibaba, are
Advances in mobile devices and information and communication increasing their brick-and-mortar investments. These companies started
technology (ICT) have made many services available online and offline to build offline stores to provide customers an experience that allows
(Somani, 2015; Mao et al., 2015). For example, traditional unimodal them to hold, touch, and try on various products. Offline companies,
services such as food delivery, shopping, and hotel reservations that such as IKEA and Starbucks, are adopting online services by utilizing
were previously available offline have expanded their services to on- websites or apps to enable personalization and efficiency of orders.
line. Although these services have separate online and offline processes, Visualizing and analyzing the integrated process between online
these processes are integrated into a single service delivery. This in- and offline are important to maximize the utilization of the O2O in-
tegration is called online-to-offline (O2O) integration. The O2O in- tegration in a service. Service providers generally use a service blue-
tegration is defined as the combination of online and offline service print to clearly visualize the dynamic service delivery process (Bitner
processes in which service providers attract and interact with customers et al., 2008). Understanding a service process down to the essential
through advanced technologies and devices (Weng and Zhang, 2015). components or key features is important and enabled by a service
The O2O integration was introduced to services as an efficient and blueprint (Gummesson and Kingman-Brundage, 1992; Kostopoulos
satisfactory method of meeting customers’ needs (Pan et al., 2017; Xu et al., 2012). In this respect, a service blueprint can be a tool to vi-
and Zhang, 2015). Unlike traditional unimodal services, the services sualize and analyze the service process of the O2O integration. How-
that apply the O2O integration can provide valuable customer experi- ever, the existing service blueprints, such as the conventional Service
ence (Chang et al., 2018; Tsai et al., 2015; Yang et al., 2016) by pro- Blueprint (Bitner et al., 2008) and Information Service Blueprint (ISB)
viding the expanded service processes through various channels (Du (Lim and Kim, 2014), cannot be directly used because their structures
and Tang, 2014; Souiden et al., 2018; Zhang, 2014). Owing to these do not consider the aforementioned characteristics of the O2O in-
advantages of the O2O integration, the O2O market has been growing tegration. These service blueprints have limitations in presenting online


Corresponding author.
E-mail addresses: dhryu@postech.ac.kr (D.-H. Ryu), chlim@unist.ac.kr (C. Lim), kjk@postech.ac.kr (K.-J. Kim).

https://doi.org/10.1016/j.jretconser.2019.101944
Received 2 April 2019; Received in revised form 18 July 2019; Accepted 3 September 2019
0969-6989/ © 2019 Elsevier Ltd. All rights reserved.

Please cite this article as: Do-Hyeon Ryu, Chiehyeon Lim and Kwang-Jae Kim, Journal of Retailing and Consumer Services,
https://doi.org/10.1016/j.jretconser.2019.101944
D.-H. Ryu, et al. Journal of Retailing and Consumer Services xxx (xxxx) xxxx

and offline processes simultaneously as a single service delivery. This delivery. The systematic and close relationship of service providers can
problem causes difficulty in understanding how key elements in online provide a seamless service process and eventually increase customer
and offline interact in the O2O integration. In addition, following a satisfaction (Lu and Liu, 2016; Wang and Batmunkh, 2012).
customer journey is difficult in the O2O integration, where a customer Numerous services have recently applied the O2O integration. Uber
can freely move between online and offline to consume a service. taxi service (www.uber.com) is a prominent service that applies such
This study proposes the O2O Service Blueprint (O2O SB), which is integration (Chang et al., 2018; Hsu and Lin, 2018; Kong et al., 2017;
specialized in visualizing and analyzing the service processes of the Xiao and Dong, 2015). Uber is an online platform and the Uber taxi
O2O integration. Key components of the O2O SB are extracted through service is operated on the platform. In the Uber taxi service, booking
a literature review and text mining analysis. Text mining is useful for services (online) and traditional taxi services (offline) are integrated,
discovering new and valuable information (Gupta and Lehal, 2009) by and customers access the service via the Uber taxi app. In the past,
efficiently processing a variety of textual data (Yee Liau and Pei Tan, customers had to wait for a taxi along the road. Today, customers use
2014). As the O2O integration has been frequently mentioned in arti- the Uber taxi app to book a ride and are able to save time in finding a
cles and used in many services (especially through smartphones), arti- taxi. By adopting the O2O integration in the taxi industry, the Uber
cles and application introductions as well as literature are analyzed by service provides numerous benefits to passengers and drivers. For the
text mining. Then, the components are arranged in a suitable structure passengers, this service is convenient, inexpensive, and safe. Unlike in
by mapping various services that apply the O2O integration. the past, passengers can now select the type of car that they wish to ride
The rest of this paper is organized as follows. Section 2 explains the and can obtain driver information. Drivers can easily pick up passen-
O2O integration and its application, and describes the limitations of gers who call for a cab by referring to the customer location information
existing service blueprints in detail. Section 3 presents the character- via the Uber taxi app. The benefits of applying the O2O integration
istics and keywords relevant to the O2O integration that were extracted have enabled Uber to spread its services exponentially across the world.
through the literature review and text mining analysis. Section 4 deals
with the structure of the O2O SB and visualizations of the Uber taxi 2.2. Limitations of existing service blueprints
service and American Airlines service on the O2O SB. Section 5 dis-
cusses the advantages of the O2O SB compared with the two existing Various methodologies for designing and developing a service and
service blueprints, namely, the conventional Service Blueprint (Bitner supporting tools for each step in a service design process have been
et al., 2008) and ISB (Lim and Kim, 2014) by using an illustrative ex- developed. The service design architecture (Patrício et al., 2011) is
ample and conducting an evaluation through expert interviews. Section helpful in systematically designing a service (Grenha Teixeira et al.,
5 presents the managerial implications obtained through the research 2017; Ostrom et al., 2015; Trischler et al., 2018). The design archi-
process. Section 6 discusses the contributions of this study and future tecture consists of three parts: designing the service concept, designing
research directions. the service system, and designing the service encounter. In the second
and third parts, a service blueprint can be a diagrammatic tool to map
2. Literature review all key systems and encounters in service delivery (Patrício et al.,
2011). A service blueprint is employed to visualize a service delivery
2.1. O2O integration and application process from the customer's viewpoint. The service blueprint not only
presents a complete picture of how processes flow during a service but
The O2O integration is a new model in which service providers use also clarifies touchpoints and interactions across the entire processes
online and offline to provide improved experiences to customers (Chen from the customer's perspective (Bitner et al., 2008). Shostack (1982)
et al., 2018). Customers can obtain further information through the also emphasized the advantages of service blueprinting, such as its
O2O integration instead of using only one aspect of online and offline capacity to help service providers clarify their jobs and scope of re-
services (Rigby, 2011; Tsai et al., 2015). In the O2O integration, online sponsibility. With these advantages and benefits, various types of ser-
and offline service processes are continuously and consistently in- vice blueprints have been developed and used.
tegrated in a single service delivery (Xue et al., 2016). The conventional Service Blueprint (Shostack, 1982; Bitner et al.,
For the O2O integration, a channel is one of the important elements 2008) is a representative service blueprinting framework that focuses
(Chen et al., 2016). Tsai et al. (2015) argued that a service can be on customers as the central component in the innovation and im-
conveniently and efficiently delivered through various channels in the provement of a service (Bitner et al., 2008). The Service Experience
O2O integration. Online channels could be an app or a website, and Blueprint (SEB) (Patrício et al., 2008) was created to present multiple
offline channels could be a mall or a shop. In the O2O integration, interfaces to perform technology infusion into services. The SEB focuses
unlike in a conventional service, channels are not only the touchpoint on blueprinting the service process in which customers access multi-
through which a service provider interacts with a customer (Halvorsrud interface services. By contrast, the Extended Service Blueprint (Hara
et al., 2016) but are also a medium to combine online and offline for et al., 2009) is a framework that focuses not only on human but also on
customers (Chen and Cheng, 2013; Barrutia et al., 2009). The use of physical processes. This type of blueprint emphasizes that these pro-
multiple or mixed channels offers customers a wide range of choices to cesses should be unified to maximize the service value for customers.
freely access a service in online and offline, thereby providing the The Product–Service Blueprint (Geum and Park, 2011) and Pro-
customers with an improved and satisfactory experience (Coelho and duct–Service System (PSS) Board (Lim et al., 2012) are frameworks that
Easingwood, 2004; Shen and Wang, 2014). To achieve these ad- emphasize the PSS process. These frameworks focus on visualizing a
vantages, service providers should understand which channels are PSS in which products and services are integrated systematically to
preferred by customers and when the channels are integrated for a deliver sustainability and increase customer value (Geum and Park,
service offering (Følstad and Kvale, 2018; Patrício et al., 2003). 2011). The ISB (Lim and Kim, 2014) was developed for information-
Another important element is the cooperation of service providers intensive services in which information interactions are important for
in online and offline (Zhu et al., 2016). In the O2O integration, al- service value creation. This blueprint mainly focuses on identifying and
though service providers are diverse and located in different spaces, visualizing the flow of information during a service.
they should cooperate with one another in handling the requirements of Although the existing service blueprints have a fundamental capa-
customers. Service providers should recognize their roles in the O2O city to present the processes of the O2O integration in a service, some
integration and understand when they cooperate with each other (Long limitations are involved in directly using them. Basically, none of the
and Shi, 2017). Kong et al. (2017) argued that the cooperation of ser- existing service blueprints has a structure for presenting online and
vice providers in online and offline enables offering a single service offline sides at the same time. The ISB (Lim and Kim, 2014) focuses

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mainly on online service processes, and other most service blueprints and coupon).
focus mainly on offline service processes. Therefore, these service Table 1 shows the three characteristics of the O2O integration, main
blueprints have limitations in presenting the connection between online keywords, and related studies. The most important characteristic is that
and offline and in understanding a customer's location and service di- online and offline service processes are integrated in a single service
rection between online and offline. The SEB (Patrício et al., 2008) could delivery. Online and offline service processes should be closely con-
be a generic service blueprint that presents online and offline service nected to allow customers to use a continuous and consistent service
processes by using an interface part. However, the SEB involves lim- (Hsieh, 2017; Piercy and Archer-Brown, 2014; Sun et al., 2015). This
itations in presenting activities of various service providers in online connection is also important to build a seamless experience between
and offline and the interactions between service providers on different online and offline service processes (Lee et al., 2007; Shen et al., 2019)
sides. The SEB requires a user to draw each blueprint for the individual as a competitive strategy for enterprises (Lu and Liu, 2016). When
service provider and service area, online and offline. With the separate online and offline service processes are systematically integrated, ser-
multiple blueprints, understanding the entire service process from the vice providers can offer convenient, efficient, and high-quality services
O2O integration perspective is difficult. This limit presents difficulties to customers (Chang et al., 2018; Zhang, 2014). Additionally, the in-
in identifying critical points such as touchpoints with customers and tegration of online and offline service processes also provides oppor-
cooperation points for a continuous service. In addition, the problem tunities for customers to experience new interactions with various
causes difficulty in understanding a customer journey in which a cus- service providers, which can influence customer loyalty and satisfaction
tomer consumes a service without constraints between online and off- (Chen and Cheng, 2013; Chen et al., 2016).
line. Second, the roles of channels are emphasized among the important
The existing service blueprints could be utilized to present new characteristics. Channels enable the integration of online and offline
service processes by extending and adapting them. However, con- services regardless of time and location (Yang et al., 2011; Van Dijk
siderable effort and time is needed to revise an existing service blue- et al., 2007). Different channels can provide different journeys and
print. Therefore, to address the need for change of foundational com- experiences (Harris et al., 2018), and each customer may have a dif-
ponents and structure for a new service, a new service blueprinting ferent preferred channel (Cassab and MacLachlan, 2009). Therefore,
framework for a specific service has been developed (Lim and Kim, connecting and sharing data or information between different channels
2014; Patrício et al., 2008; Shimomura et al., 2009). The scope of this is important for a consistent and seamless O2O integration
study involves proposing a new service blueprint specifically for blue- (Rangaswamy and Van Bruggen, 2005; Stone et al., 2002; Surjadjaja
printing service processes in the O2O integration. With this service et al., 2003). The integration achieved by channels has advantages for
blueprint, a user can present service processes of the O2O integration customers such as convenience, efficiency, and time saving (Berman
without extra effort and time in amending the existing service blue- and Thelen, 2004; Fitzsimmons and Fitzsimmons, 2004). Therefore,
prints. service providers should seek a comprehensive understanding of the
interactions between customers and various channels (Larivière et al.,
3. Characteristics of O2O integration 2011; Montoya-Weiss et al., 2003; Ryzhkova, 2015) and dedicate their
best efforts to select appropriate channels (Cortiñas et al., 2010; Lin,
This study conducted a literature review as a qualitative method 2012; Yang et al., 2013).
and text mining analysis as a quantitative method. Through a literature Third, cooperation between online and offline service providers is
review, we attempted to understand the variety of backgrounds, defi- highlighted as an important characteristic of the O2O integration. Many
nitions, and models relevant to the O2O integration from different studies have emphasized that the close relationship between online and
perspectives. Through the text mining analysis, we extracted keywords offline service providers is foundational to improve the quality of the
to investigate essential elements for the O2O integration. The result was O2O integration (Ahn et al., 2004; Du and Tang, 2014). For the co-
utilized to support the literature review. For the analysis, we collected operation, service providers from different sides should understand
the literature from Google Scholar, articles from Google, and app in- each other's role and the point where cooperation is required (Roh and
troductions from Google Player and the App Store by using various Park, 2019; Kotorov, 2002; Wang and Batmunkh, 2012). In addition,
search keywords relevant to the O2O integration. Google Scholar in- service providers should know the channels and support systems
cludes more journals and research areas than other research websites, needed to cooperate with others on a different side (Coughlan et al.,
such as PubMed, Scopus, and Web of Science; thus, Google Scholar has 2001; Somani, 2015; Wang and Zhang, 2018). The activities of each
been actively used to collect existing studies (Falagas et al., 2008). service provider on a different side can influence overall customer ex-
Thereafter, we used the Selector Gadget crawling technique, which is perience and satisfaction; thus, the active cooperation should simulta-
an open widget provided by Google Chrome (Cirillo, 2016) on the ar- neously occur in online and offline (Jain et al., 2017; Semeijn et al.,
ticles and app introductions to select the relevant sentences and filter 2005; Xu and Zhang, 2015).
out noise such as advertisements and copyright notices. We im- Apart from the keywords relevant to the three characteristics, other
plemented a model in R studio to preprocess and analyze a large keywords extracted from the literature are “model,” “system,” “de-
amount of unstructured text data. scription,” and “platform.” These keywords imply that the O2O in-
We applied term frequency–inverse document frequency (TF–IDF) tegration is a new type with a unique process. In this regard, many
technique, which is a useful and effective keyword extraction technique researchers have argued the need for a tool that visualizes service
(Kaur and Gupta, 2010; Lim and Maglio, 2018), to extract high-ranking processes of the O2O integration (Chen et al., 2016; Sun et al., 2015;
keywords. TF–IDF value indicates the importance of a word included in Tsai et al., 2015). The next section proposes the new O2O SB, which is
the document and in the entire dataset (Lee and Kim, 2008; Lim and designed to incorporate the characteristics of the O2O integration.
Maglio, 2018; Menaka and Radha, 2013). In this study, the high-
ranking keywords refer to the top 10 words with the highest TF–IDF 4. O2O SB
values. The rest of the words were not included because they were ir-
relevant to the O2O integration. We extracted the high-ranking key- This section first explains the rows and lines of the O2O SB and its
words from the literature, articles, and app introductions. Among 30 structure. The rows and lines were decided based on the characteristics
keywords, the 5 keywords relevant for each characteristic of the O2O and keywords explained in Section 3. The structure was finalized by
integration (Table 1) were selected and distributed. The other 15 key- mapping various services that apply the O2O integration. While de-
words were removed because they simply indicated types of services veloping the structure, we focused on three aspects, namely, simplicity,
(i.e., laundry and restaurant) and products or services (i.e., car, food, intuitiveness, and smoothness, as fundamental properties of the service

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Table 1
Findings from literature review and text mining analysis.
Characteristics of the O2O Main keywords for each Related studies References
integration characteristic

Integration of online and Combine, integrate, Customers can freely move online and offline in a Chang et al., 2018; Chen and Cheng, 2013; Chen et al.,
offline service processes expand, connect, continuous and consistent service processes; Service 2016; Hsieh, 2017; Lee et al., 2007; Lu and Liu, 2016;
seamless providers can offer convenient and efficient services based Piercy and Archer-Brown, 2014; Shen et al., 2019; Sun
on the integrated service processes; The O2O integration et al., 2015; Zhang, 2014
provides customers new interaction experiences with
various service providers; The O2O integration delivers a
seamless and connected service for customers
Roles of channels Mobile, app, Various channels enable to provide better experience, and Berman and Thelen, 2004; Cassab and MacLachlan, 2009;
information, data, to build close relationships with customers; Customers Cortiñas et al., 2010; Fitzsimmons and Fitzsimmons,
touchpoint access a service anytime and anywhere through channels, 2004; Harris et al., 2018; Larivière et al., 2011; Lin, 2012;
and obtain convenience and time savings; Different Montoya-Weiss et al., 2003; Rangaswamy and Van
combinations of channels makes different interactions and Bruggen, 2005; Ryzhkova, 2015; Stone et al., 2002;
customer experiences; Service providers should select Surjadjaja et al., 2003; Yang et al., 2011; Van Dijk et al.,
appropriate channels and understand the interactions 2007
between them
Cooperation between online Business, retail, stores, Online and offline service providers should understand Ahn et al., 2004; Coughlan et al., 2001; Du and Tang,
and offline service interact, relationship their roles and cooperation points in the integration; 2014; Jain et al., 2017; Roh and Park, 2019; Kotorov,
providers Online and offline service providers cooperate for better 2002; Semeijn et al., 2005; Somani, 2015; Wang and
customer experience and high quality of the integration; Batmunkh, 2012; Xu and Zhang, 2015
Service providers should know the necessary channels and
support systems for the close relationships; Service
providers should recognize that their services influence on
the overall customer satisfaction and loyalty

blueprint (Bitner et al., 2008; Patrício et al., 2008; Lim and Kim, 2014). The four-line phases of the O2O SB are composed of Online Support
Second, two illustrative examples are presented: Uber taxi and System, Channel for Online Interaction, Channel for Offline Interaction,
American Airlines services. We drew various services applying the and Offline Support System. They are placed between rows because
different types of the O2O integration on the developed O2O SB to they connect the rows located on either side. The online and offline
validate whether the O2O SB has the appropriate components and support systems are devices and technologies that enable the connec-
structure to visualize and analyze the service processes of the O2O in- tion of the online and offline services and support the online and offline
tegration. The process we followed was typically employed in previous channel operations. The support system can be a computer, mobile
studies (Bitner et al., 2008; Patrício et al., 2008; Lim and Kim, 2014) to phone, or the Internet. The channels for online and offline interactions
validate blueprints. include channels that aid customers in accessing a service and inter-
acting with online or offline service providers. Online channels include
apps, websites, and TV broadcasting stations, whereas some examples
4.1. Structure of O2O SB
of offline channels are malls, airports, and taxis.
The arrangement of the rows and lines was optimized to intuitively
The characteristics and keywords extracted are integrated into the
and clearly visualize service processes of the O2O integration from the
O2O SB. First, online and offline service processes should be presented
customer's perspective. As shown in Fig. 1, the same online and offline
at the same time. Components of the online and offline are included and
components were arranged both ways along the side of the customer
arranged well to visualize the integrated processes. In particular,
actions. This arrangement enables service providers to understand each
channels are properly arranged so that service providers can under-
process that occurs on the two different sides at a glance, so that the
stand how online and offline service processes are integrated and how a
providers from different sides can collaborate. In addition, service
customer uses the service.
providers easily comprehend which service provider interacts with the
Fig. 1 shows that the O2O SB consists of five rows and four lines.
customer and which channels are used by customers online or offline.
The five rows represent Online Evidence, Online Service Provider Ac-
Moreover, they determine which support systems are required and how
tivities, Customer Actions, Offline Service Provider Activities, and
they respond to customer actions. Finally, online and offline evidence
Offline Evidence. In the O2O integration, various tangible and in-
are positioned at either edge of the O2O SB. This position well presents
tangible evidence occur through different interactions. In online, only
how the evidence is delivered and which evidence is exchanged at the
intangible evidence is necessary, but both types of evidence can also
time during a service. The components and structures of the O2O SB
exist offline. Therefore, classifying the evidence as either online or
effectively reflect the characteristics of the O2O integration. Therefore,
offline is important. The offline evidence refers to all tangible and in-
the O2O SB can help service providers design systems and encounters so
tangible evidence exchanged between a customer and service provider
that the providers can understand customer experiences that occur
or between service providers offline. Furthermore, the online evidence
through the systems and encounters in the O2O integration.
refers to intangible evidence exchanged online. Specific examples are
provided in Section 4.2.
Online service provider activities are activities in which online 4.2. Illustration of O2O SB
service providers interact with customers through online channels and
support systems. These activities may involve an online banking or Although only two services (i.e., Uber taxi and American Airlines)
entertainment provider who handles customer needs through a com- are illustrated in this section, various services applying different types
puter, an application, or the Internet. Similarly, activities conducted by of the O2O integration were mapped on the developed O2O SB.
offline service providers are presented in the Offline Service Provider Mapping the services on the O2O SB validated the following points:
Activities row. Offline service providers can be officers, receptionists, or generality, which means that the O2O SB covers various types of the
doctors who meet a customer face to face. Finally, Customer Actions O2O integration, and functionality, which signifies that the O2O SB has
refer to actions that customers perform during a service. a suitable structure to visualize and analyze service processes of the

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Personal Promotions / Location information Selected Taxi


Online
information / Credit cards of departure and availability / Payment information
Evidence
Past record information destination Expected Fee
Online
Support Mobile / Computer / Mobile / Computer Mobile / Computer Mobile / Computer /
System Internet / Cloud / Internet / GPS / Internet Internet / Cloud

Online Save Receive and notify Record and deliver the


Check the
Service Provider credit cards Check the locations the reservation to payment information to
Activities information
information the taxi driver the customer

Channel for Uber taxi application Uber taxi application


Online Interaction

Get promotions / Search the location Pay taxi fare /


Customer Start Uber app / Select a type of taxi
Register of departure and Wait for the taxi Take the taxi Check the payment
Actions Log in / Make a reservation
credit cards destination information

Channel for Taxi /


Offline Interaction
Taxi Payment application

Offline
Check Move to Drive to Support
Service Provider
Activities the reservation the customer the destination the payment

Offline Mobile / Mobile / Internet /


Support Internet Card reader
System

Offline Currency /
Evidence Ride
Credit card

Fig. 1. Illustration of Uber taxi service on the O2O SB.

Online
The boarding The current and restroom The changed The boarding
The fastest way
Evidence information location information boarding time information
Online
Support Mobile / Mobile / Internet / Mobile / Computer / Mobile / Internet / Mobile /
System Internet Bluetooth Internet Bluetooth Internet

Online Upload the Find and recommend Display


Check and notify Find and show
Service Provider boarding the close-by restroom the boarding
Activities the changed barding time the fastest way
information information

Channel for American Airlines application American Airlines application


Online Interaction

Customer Start Use Find the way to Start


Go shopping Find close-by restroom Check boarding time
Actions check-in the restroom go to the gate boarding

Channel for Airport / Airport / Airport /


Airport Airport
Offline Interaction Front desk Stores Gate

Offline Check and update Check


Support Receive Check the customer’s Support
Service Provider the changed schedule the customer’s
Activities
Check-in customers location boarding
in real time location
Offline Computer / Beacon /
Support Beacon / Bluetooth Computer / Internet Computer
Internet Bluetooth
System
Offline
Evidence Boarding The current Boarding
Products The current location The changed schedule
pass location pass

Fig. 2. Illustration of American Airlines service on the O2O SB.

O2O integration. The Uber taxi service has only one main direction automatically through the credit card registered on the Uber taxi app or
from online to offline, but the American Airlines service has multiple directly through cash.
directions between online and offline. The two examples show that the Fig. 1 presents a clear distinction between the online and offline
O2O SB can visualize the complex O2O integration in which the di- areas with the Customer Actions row as the center. Specific elements
rection of service process constantly changes. and interactions on each side are minutely described. At the same time,
Fig. 1 illustrates the Uber taxi service on the O2O SB. A customer Fig. 1 shows the point where online and offline service processes are
uses the Uber taxi app to search for a taxi within an area after sup- integrated (e.g., delivering the information of the customer's reserva-
plemental actions such as login and registration. Then, the customer tion to a taxi driver). At this integrated point, the most important
searches for points of departure and arrival destination on the map consideration is that the information about the customer's requirement
provided through the app. The customer can then select the type of taxi should be consistently delivered from online (the Uber taxi app) to
and finish the reservation process. Details of the reservation are saved offline (a taxi driver). For example, the taxi type and locations for
by online service providers who deliver the customer's requirements to customer pick-up and drop-off collected through the app should be
a driver. The driver who accepts the reservation moves to pick up the accurately delivered to the offline taxi driver without distortion.
passenger. When the customer arrives at the destination, the fare is paid Fig. 1 adequately shows that the O2O SB can present the process

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that occurs through each channel. When the customer accesses the Uber The lines for channels are located between the Online/Offline Service
taxi service, the app acts as a touchpoint between the customer and the Provider Activities row and Customer Actions row so that the O2O SB
online service provider and facilitates their interaction. After the cus- can intuitively show how customers and service providers interact with
tomer reserves a taxi, the main service process happens offline. At this each other through the channels. Finally, limitation 3 can be solved by
point, the taxi is an offline channel and the customer and taxi driver providing the Online Service Provider Activities row and the Offline
meet in the taxi. The O2O SB also shows when online and offline service Service Provider Activities row. As the O2O SB clearly divides the on-
providers cooperate with one another. Based on Fig. 1, the online ser- line and offline sides, the activities of online and offline service provi-
vice provider should quickly deliver accurate information to the driver. ders can be separated easily. Considering this separation, we can also
Then, the driver should pick up the customer and take him/her to the classify which support systems are used for the online and offline ser-
destination based on the information from the online service provider. vices.
The American Airlines service applied a different type of O2O in- Fig. 4(a) shows the result from mapping the Uber taxi service on the
tegration from the Uber taxi service and the process has a complicated ISB. Contrary to the CSB, the ISB does not have a row to visualize the
integration. As shown in Fig. 2, online and offline channels are con- offline evidence (limitation 1). The ISB only describes the flow of in-
tinually changed, and the integration happens each time customers formation; thus, it has limitations in presenting the offline evidence
need a service. Various elements and their interactions are spread out in such as money, coupons, and products. Second, the ISB also focuses
online and offline. As an example of interactions from offline to online, only on online channels and support systems (limitation 2). However,
the flight information that was transmitted between customer and offline channels such as stores and malls are among the main elements
employee at the airport is delivered to the app. Then, the information is in the O2O integration, so they should be present. Limitations 1 and 2
continuously updated so that the customer can check it anytime are from the absence of the offline side. This problem causes difficulty
through the app. As an example of the O2O interaction, a customer uses in understanding how online and offline can be integrated. Finally, the
the app to find the nearest restroom and fastest way to the gate, and he/ ISB has rows to visualize ICT systems and roles of employees in detail.
she moves at the airport based on the information. This situation shows However, the ISB does not have a row for offline service providers
that the O2O SB can visualize and analyze service processes although (limitation 3). Therefore, the ISB is limited in showing activities of
they have various types of O2O integration. offline service providers and their interactions with online service
providers.
5. Discussion Fig. 4(b) shows how the O2O SB can solve the limitations of the ISB.
Limitation 1 can be solved by providing the Offline Evidence row.
This section first discusses the results of comparison between the Second, limitation 2 can be solved with the Channel for Online/Offline
two existing service blueprints, the conventional Service Blueprint Interaction and Online/Offline Support Systems lines. These lines can
(Bitner et al., 2008) and ISB (Lim and Kim, 2014), and the proposed help us understand how service providers operate channels by using
O2O SB. The results show that the O2O SB completely addresses the relevant support systems. Limitation 3 can be solved with the Offline
limitations of the existing service blueprints. Second, the O2O SB is Service Provider Activities row. By adding this row, we can understand
evaluated through expert interviews that consider three aspects: com- the role of offline service providers and when they interact with cus-
pleteness, utility, and versatility. Finally, the managerial implications tomers and online service providers for the service.
that show the advantages of the O2O integration for users are discussed.
The implications can be a guide in utilizing the O2O SB as an effective 5.2. Evaluation of O2O SB through expert interviews
tool for designing or improving service processes of the O2O integra-
tion. The O2O SB was evaluated from three aspects, namely, complete-
ness, utility, and versatility, which existing studies (Bitner et al., 2008;
5.1. Comparison of O2O SB and existing service blueprints Lim and Kim, 2014, 2018; Patrício et al., 2008) had emphasized as
requirements for a service blueprint. We demonstrated the O2O SB and
The conventional Service Blueprint (CSB) (Bitner et al., 2008) has illustrations of the Uber taxi service to three experts. One-on-one in-
been frequently used to visualize offline service processes. The ISB (Lim terviews were conducted to collect the experts’ comments, and each
and Kim, 2014) is one of the blueprints that show online service pro- interview lasted for approximately an hour. One interviewee (Expert A)
cesses. By considering the two blueprints specialized in the offline and is a specialist in the O2O domain and has research experience in mobile
online processes, we selected them as targets for comparison with the location-based services and product-service systems. Another inter-
O2O SB. viewee (Expert B) is a specialist in service design and has research
Fig. 3(a) illustrates the result of mapping the Uber taxi service on experience in designing information-intensive services (e.g., vehicle
the CSB. Fig. 3(a) also indicates the limitations of the CSB. The CSB has operations management and safety driving services). The last inter-
no area for visualizing the online side. Therefore, the online evidence viewee (Expert C) is a service consultant who has used various service
collected for reserving a taxi cannot be presented (limitation 1). In blueprints in diverse products and services for more than five years.
addition, the channel for online interaction, the Uber taxi app, cannot Completeness The experts were guided by one question: From the
be described on the CSB (limitation 2). This problem causes difficulty in experts' perspective, does the O2O SB have appropriate components
presenting how customers and service providers meet and what they and a structure to visualize service processes of the O2O integration?
exchange through the app. Finally, although the CSB has a row to All of the experts confirmed that the O2O SB had a suitable structure to
present the activities of service providers, it does not separate the on- intuitively visualize service processes of the O2O integration as well as
line and offline processes. Therefore, classifying the activities of online clearly divide the online and offline sides. In particular, the experts
and offline service providers is difficult (limitation 3). This problem agreed that the central location of the Customer Actions row would be
causes difficulty in figuring out where the activities of service providers helpful to understand the service directions between online and offline
happen between online and offline, and how service providers in dif- from the customer's perspective. For the components of the O2O SB, all
ferent sides cooperate with each other. of the experts agreed that the O2O SB had essential components.
Fig. 3(b) shows how the O2O SB solves the limitations of the CSB. However, the experts added that the components should be customized
First, limitation 1 can be solved by providing the Online Evidence row. depending on the user's role and goal. Expert C commented that “The
In the O2O SB, the online and offline evidence can be clearly separated desired level of description presented by the O2O SB would be different
because they locate in the opposite sides. Second, limitation 2 can be depending on the user's role and goal. Therefore, users might need to
solved by providing the Channel for Online/Offline Interaction line. customize the components according to their role and goal.” In

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D.-H. Ryu, et al. Journal of Retailing and Consumer Services xxx (xxxx) xxxx

(a)
Limitation 1

Physical
Taxi
Evidence

Limitation 2
Start Get promotions / Search the location Select a type of taxi Pay taxi fare /
Customer
Uber app / Register of departure and / Make a Wait for the taxi Take the taxi Check the payment
Actions
Log in credit card destination reservation information

Limitation 3
Save Receive and notify Record and deliver
Check the
credit card Check the location the reservation to the payment information
information
Onstage information the taxi driver to the customer
Employee
Actions Check the Move to the Drive to
Support the payment
reservation customer the destination

Backstage
Employee
Actions

Mobile /
Support Mobile / Computer / Mobile / Computer Mobile / Computer /
Computer /
Processes Internet / Cloud / Internet Internet / Cloud
Internet / GPS

Limitation 1: Difficult to present online evidence


Limitation 2: Difficult to present online and offline channels and their interactions
Limitation 3: Difficult to classify activities of online and offline service providers

(b)

Personal Promotions / Location information Selected Taxi


Online information / Credit cards of departure and availability / Payment information Solve
Evidence Past record information destination Expected Fee the Limitation 1
Online
Support Mobile / Computer / Mobile / Computer Mobile / Computer Mobile / Computer /
System Internet / Cloud / Internet / GPS / Internet Internet / Cloud

Online Save Receive and notify Record and deliver the


Check the
Service Provider credit cards Check the locations the reservation to payment information to
information
Activities information the taxi driver the customer

Channel for Uber taxi application Uber taxi application


Online Interaction
Get promotions / Search the location Pay taxi fare / Solve
Customer Start Uber app / Select a type of taxi
Register of departure and Wait for the taxi Take the taxi Check the payment
Actions Log in / Make a reservation the Limitation 2
credit cards destination information

Channel for Taxi /


Taxi Payment application
Offline Interaction

Offline
Check Move to Drive to Support
Service Provider the reservation the destination
Solve
the customer the payment
Activities the Limitation 3
Offline Mobile / Mobile / Internet /
Support Internet Card reader
System
Offline
Currency /
Evidence Ride
Credit card

Fig. 3. Comparison of illustrations between the O2O SB and CSB (Bitner et al., 2008), (a) Limitations when mapping Uber taxi service on the CSB (Bitner et al., 2008).
(b) Solutions to limitations by using the O2O SB.

addition, Expert A highlighted that “Service developers might need a from the experts.
more detailed level than the level of the Online/Offline Service Utility The utility includes the effectiveness and efficiency of the
Provider Activities rows of the O2O SB. However, the O2O SB can O2O SB. The experts were guided by one question: From the experts'
provide a big picture of the service process with which various stake- perspective, does the O2O SB help service designers, developers, and
holders can understand others' role and integrated points in their ser- providers to intuitively and accurately (effectiveness) and easily and
vice.” With regard to these comments, the service blueprints generally quickly (efficiency) visualize the complicated service processes of the
present a high-level overview of the service delivery process (Lim and O2O integration? All of the experts showed an interest in applying the
Kim, 2014). The blueprints can be used to investigate a further service O2O SB in their work. They agreed that users can carefully present
action or function (Apte et al., 2012). The O2O SB was developed by every important element and interaction for the O2O integration using
considering the general characteristic and corresponds with comments the O2O SB. Expert B said that “The user can recognize the service

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D.-H. Ryu, et al. Journal of Retailing and Consumer Services xxx (xxxx) xxxx

(a)
Get promotions Search the location of Pay taxi fare /
Start Uber app / Select a type of taxi / Wait for
Customer Action / Register departure and Take the taxi Check the payment
Log in Make a reservation the taxi
credit card destination information

Limitation 1
Personal Promotions / Location information Selected Taxi
Payment
Information information / Credit card of departure and availability /
information
Past record information destination Expected Fee

Limitation 2
ICT
Uber taxi application Uber taxi application
Systems
Information
Delivery
System Limitation 3
Deliver the payment
Roles of Deliver the location Notify the reservation
information
Employees of the taxi to the taxi driver
to the customer

Save
Roles of Check the Receive Record the payment
credit cards Check the locations
Employees information the reservation information
information
Information
Production
System
ICT Mobile / Computer / Mobile / Computer / Mobile / Computer / Mobile / Computer /
Systems Internet / Cloud Internet / GPS Internet Internet / Cloud

Taxi company
Partners Uber company
Uber company Uber company

Limitation 1: Difficult to present offline evidence


Limitation 2: Difficult to present offline channels and support systems
Limitation 3: Difficult to present activities of offline service providers

(b)

Personal Promotions / Location information Selected Taxi


Online information / Credit cards of departure and availability / Payment information
Evidence Past record information destination Expected Fee
Online
Support Mobile / Computer / Mobile / Computer Mobile / Computer Mobile / Computer /
System Internet / Cloud / Internet / GPS / Internet Internet / Cloud

Online Save Receive and notify Record and deliver the


Check the
Service Provider credit cards Check the locations the reservation to payment information to
information
Activities information the taxi driver the customer

Channel for Uber taxi application Uber taxi application


Online Interaction
Get promotions / Search the location Pay taxi fare / Solve
Customer Start Uber app / Select a type of taxi
Register of departure and Wait for the taxi Take the taxi Check the payment
Actions Log in / Make a reservation the Limitation 2
credit cards destination information

Channel for Taxi /


Taxi Payment application
Offline Interaction

Offline
Check Move to Drive to Support Solve
Service Provider the reservation the destination
the customer the payment the Limitation 3
Activities
Offline Mobile / Mobile / Internet /
Support Internet Card reader
System
Offline Solve
Currency /
Evidence Ride the Limitation 1
Credit card

Fig. 4. Comparison of illustrations between the O2O SB and ISB (Lim and Kim, 2014). (a) Limitations when mapping the Uber taxi service on the ISB (Lim and Kim,
2014). (b) Solutions to limitations by using the O2O SB.

directions based on the customer actions. In addition, the arrows used service processes of the O2O integration regardless of service types? All
in the O2O SB help to understand the sequence of service provider of the experts confirmed the illustrations of the Uber taxi and American
activities.” All of the experts also agreed that the O2O SB can reduce the Airlines services. Additionally, the experts had time to infer how well
user's effort and time by providing essential components for the O2O other services applying the O2O integration could be mapped. All of the
integration. Expert A said that “Most companies are generally pressed experts agreed that the components and their terminologies have an
for time when designing or developing a new service because of the fast appropriate level to cover various service types. According to Expert B,
release. In this situation, the O2O SB can be a useful tool to briefly “The components of the O2O SB represent basic attributes that the
visualize high-level service processes as a draft for further detailed service applying the O2O integration generally share, so the blueprint is
design or development.” effective for understanding such a variety of services.” Expert C men-
Versatility The experts were guided by one question: From the ex- tioned that “As the O2O SB has a balanced structure for online and
perts’ perspective, can the O2O SB be utilized to visualize various offline, every service type can be presented although they focus on

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D.-H. Ryu, et al. Journal of Retailing and Consumer Services xxx (xxxx) xxxx

either online or offline.” In addition, all of the experts highlighted the an Uber taxi (Fig. 1). Service providers can utilize this area to provide
need for a tradeoff between utility and versatility, which users should greater value to the customer. For example, Uber can provide video
manage. clips while the customer is waiting for a taxi, which can reduce
All of the experts highlighted the need for and importance of the boredom and increase customer satisfaction. Similarly, when a cus-
O2O SB because the services applying the O2O integration have rapidly tomer goes shopping at the airport, as shown in Fig. 2, the AA service
grown due to recent innovations in ICT. The experts pointed out that can provide discount coupons or recommend products. Additionally,
although the O2O integration has become popular, specialized tools are service providers can understand which channels and support systems
lacking. In this situation, the O2O SB can be helpful for researchers and are needed to expand their service areas and how these channels and
practitioners. In addition, the experts suggested several ideas to im- support systems can be merged into the existing service process by vi-
prove the utility of the O2O SB. First is to provide a guideline for sualizing them on the O2O SB. Through this expansion, service provi-
blueprinting services that apply the O2O integration. The guideline ders not only offer a diverse range of services to customers but also
could be developed by combining existing studies, for example, the establish multiple revenue streams and branding opportunities.
Universal Job Map (Bettencourt and Ulwick, 2008) that proposes sys-
tematic phases to accomplish a customer goal. Second is to provide 6. Concluding remarks
users with universal and essential candidates for each row and line of
the O2O SB. The user can then determine the elements that he/she This paper presents the development of the O2O SB, which specia-
wants to use for blueprinting the service in question. lizes in blueprinting service processes of the O2O integration, by ana-
lyzing the characteristics of the O2O integration through the literature
5.3. Managerial implications review and text mining analysis. Two examples, namely, Uber taxi and
American Airlines services, were mapped to validate the generality and
This section discusses three managerial implications of the O2O SB functionality of the developed O2O SB. Furthermore, the O2O SB was
to operate and manage the O2O integration. First, the O2O SB is useful compared with the CSB and ISB. The results indicate that the O2O SB is
in identifying various directions of the O2O integration. The service capable of solving the limitations when mapping services apply the
process of the O2O integration is more complicated and diverse than O2O integration on the existing service blueprints. In addition, the re-
the traditional unimodal service process. Xu and Zhang (2015) argued sults of the evaluation by three experts showed that the O2O SB satisfies
that the analysis of the direction is crucial to develop a healthy cycle of completeness, utility, and versatility. Finally, the managerial implica-
the O2O integration. Service providers can easily identify the turning tions that helps users employ the O2O SB for various purposes were
point of the direction by using the O2O SB. For example, the turning discussed.
point of the Uber taxi service happens when a customer makes a re- This study contributes toward the development of the O2O SB in a
servation and rides the taxi, as shown in Fig. 1. Service providers should systematic procedure. In the development process, we conducted lit-
thoroughly manage the point for the complete O2O integration. If the erature review and text mining analysis. Through this approach, mas-
point is not smoothly integrated, service providers cannot provide a sive quantities of literature, articles, and application introductions were
seamless and consistent service to customers. Eventually, this problem examined, and rich insights and information were integrated into the
reduces the customers’ loyalty and satisfaction. The O2O SB can also O2O SB. The O2O SB can visualize and analyze various types of services
help service providers understand which elements should be managed and overcome the limitations of the existing service blueprints. The
for the integration.Furthermore, the service providers can add channels O2O SB would be a useful tool to clearly and accurately blueprint key
and support systems at the point to improve their services based on the elements and their interactions in a single service delivery. The O2O SB
blueprint presented by the O2O SB. provides the advantage of showing a complete picture of the entire
Second, service providers can understand their roles and commu- service processes across online and offline. Thus, this SB helps users
nicate with partners who cooperate for the O2O integration by using systematically understand the processes and establish strategies to im-
the O2O SB. Many types of service providers exist in the O2O in- prove services.
tegration and have a role at different points during a service. Du and Future studies can be suggested with reference to the development
Tang (2014) emphasized that service providers in the O2O integration of the O2O SB. Thus far, service blueprints have been usually developed
should be appropriately responsible for the interests of customer toward through qualitative methods such as literature reviews and case ana-
attaining equal service quality in both online and offline. In the AA lyses. Recently, customer behavior and events during a service can be
service, workers for check-in and store and a schedule manager exist collected as historical data due to technological advancements. For
offline, and the AA app system exists online, as shown in Fig. 2. example, most applications and websites collect real-time event logs
Therefore, the service providers can identify their roles and expect a incurred by a customer during a service. With the richness of data,
ripple effect on the entire service process based on the blueprint. In service processes can be identified and analyzed effectively and accu-
addition, they can see partners and their roles, which is important for rately with analytical methods such as data and process mining. This
cooperation in the O2O integration. Various service providers fre- approach can extract realistic and practical insights and information to
quently communicate to develop the complete O2O integration and develop a customer-oriented service blueprint.
they need a universal blueprint that visualizes the overall service pro-
cesses of the O2O integration. Service providers can use the O2O SB as Acknowledgment
the communication tool for concurrent engineering, which can decrease
service design time, thereby leading to improved service quality. This work was supported by the National Research Foundation of
Finally, service providers can utilize the O2O SB to discover ex- Korea (NRF) grant funded by the Korea government (MSIT) (No.
tensible areas online and offline for new or improved services. One of 2014R1A2A2A03003387) and by “Human Resources Program in
the reasons why many companies adopt the O2O integration is to ex- Energy Technology” of the Korea Institute of Energy Technology
pand their service areas (Ho et al., 2012; Lee and Li, 2016; Rampell, Evaluation and Planning (KETEP), granted financial resource from the
2010). Service providers can increase their competitiveness and attract Ministry of Trade, Industry & Energy, Republic of Korea (No.
a larger number of customers by expanding the area. Service providers 20184010201680).
can find potentially extensible areas by visualizing their service pro-
cesses on the O2O SB. Figs. 1 and 2 show concentrated areas where References
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