Hero Image for IxDF's article on the best blueprint templates, featuring a 2D flow chart.

Top Service Blueprint Templates

by Mads Soegaard | | 42 min read
238 shares

Service blueprint tools are vital for effective customer experience design. We’ll discuss the importance of these tools. We explore templates and practical resources to create efficient service blueprints.

Have you ever wondered how to make every customer interaction with your business exceptional?

Think of a customer's journey with a service. It starts with the first contact and continues through the entire process. 

It's important to know who represents the company to the customer. Is it the salesperson, the support team, or someone else? You must understand where service starts and stops from the customer's perspective.

With a service blueprint, a company can see where they need improvements. It becomes clear where things might go wrong.  Service blueprints represent processes, touchpoints and the roles involved.

The right tools can streamline the creation of these blueprints. They help you make the blueprints more insightful.

This article discusses the key tools and templates you need for service blueprints. You can use these resources and templates to make detailed and better service blueprints.

Challenges in Service Blueprint Creation

When you create and use a service blueprint, you might face some hurdles. Awareness of these challenges can enhance your results. Let's examine these challenges and how tools and templates can help you overcome them.

1. Blueprint Detail and Clarity

Creating a service blueprint involves a delicate balance between detail and clarity. You must decide on the appropriate detail level and choose the right tools and software for the job. The goal is to produce a comprehensive yet understandable document. It should capture the essence of the service without becoming overwhelming.

How Do Tools and Templates Help?

Templates offer a predefined structure, which can simplify the blueprint creation process. They provide a clear, consistent format that users can follow. It reduces the time and effort required to build a blueprint from scratch. Many tools also offer features like drag-and-drop elements and customizable sections. This makes it easier to tailor the blueprint to specific needs.

2. Collaboration

In service blueprinting, collaboration poses a significant challenge. You have to work with diverse teams, including those in different locations. You must align everyone with the development of the blueprint, which requires dedicated effort.

Focus on collaboration with stakeholders to leverage diverse insights. It ensures shared ownership of solutions. Frank Spillers, CEO at Experience Dynamics, explains the importance of group workshops. He also talks about creating together and using different views in designing services.

Show Hide video transcript
  1. Transcript loading…

How Do Tools and Templates Help?

Service blueprint tools and templates enhance collaboration. Team members can work together through features like real-time edits, comments and feedback. These tools overcome distance barriers and ensure cohesive teamwork. Templates offer a shared starting point to streamline blueprint creation and improve coherence.

3. Implement Changes

Once you create a service blueprint, you must implement those improvements. This involves:

  • Prioritizing actions

  • Aligning them with strategic goals 

  • Then, adequate resource allocation.

It's also about engaging with employees and customers and testing solutions to gauge their effectiveness.

How Do Tools and Templates Help?

Service blueprint tools can help you prioritize and plan changes. They often feature project management integrations. These tools can help you keep track of changes and measure their impact. Templates give you a set way to plan your actions. This makes sure you have clear, organized steps.

Service blueprint tools and templates address all of these challenges. 

  • They make good, easy-to-use service blueprints. 

  • They turn complex things simple.

  • They make everything clear and organized. 

  • They help put your blueprint ideas into real use.

Top Service Blueprinting Tools + Templates

Service blueprint tools transform how professionals visualize and refine service journeys. They offer collaborative, customizable, intuitive features to simplify the blueprint creation process. Let’s have a look at top service blueprint tools. 

Along with each tool, you’ll get a free service blueprint template. Service blueprint templates act as structured frameworks. They streamline the process of creating service blueprints. They also provide a visual layout with predefined categories. Your team can use the template to collaborate and map out services.

You need to map out a service journey to identify customer pain points and breakpoints and improve the service experience. Frank Spillers discusses the significance and methodology of creating effective customer journey maps in service design.

Show Hide video transcript
  1. Transcript loading…

1. Lucidchart

Lucidchart service blueprint tool

© Lucidchart, Fair Use

Lucidchart stands out as an intuitive diagramming tool that streamlines service blueprint creation. With a rich library of templates, it offers a jumpstart into visualizing service processes. Its user-friendly interface allows for easy customization. You can simply drag and drop shapes and add details as needed. 

The tool allows for seamless collaboration thanks to cloud-based sharing. It makes Lucidchart a go-to for teams that aim to refine and optimize their service designs.

Lucidchart’s service blueprint template

Lucidchart’s service blueprint template

© Lucidchart, Fair Use

Get the Lucidchart template here.

The Lucidchart Service Blueprint template lays out a clear framework for service design. It features sections for Physical Evidence, Customer Actions, Onstage Actions, Backstage Actions and Supporting Processes. Users can easily edit the template. 

Lucidchart provides direct, step-by-step instructions for customization. It makes the tool accessible for all skill levels. This ensures a smooth user experience in creating detailed service blueprints.

2. Miro

Miro service blueprint tool

© Miro, Fair Use

Miro offers an interactive, collaborative online whiteboard platform. It excels in real-time team collaboration. It allows many users to brainstorm, design and map out services. The platform also offers pre-built templates and extensive integrative features. This makes Miro an essential tool if you seek a flexible and engaging service design experience.

Miro’s Service Blueprint Template

Miro’s service blueprint template

© Miro, Fair Use

Get the template

Miro offers a Service Blueprint template, which includes sections for:

  • Physical Evidence

  • Customer Actions

  • Front of Stage Interactions

  • Back of Stage Interactions

  • Support Processes

Each section corresponds to a step in the service delivery process. The template covers every possible step. 

3. Figma (FigJam)

Figma service blueprint tool

© Figma, Fair Use

Figma (FigJam) is a browser-based tool that brings simplicity and power to the service blueprint process. A sleek interface and different design features allow you to create better service blueprints. The platform's cooperative features enable teams to work together live on the blueprint. 

Figma’s Service Blueprint Template

Figma’s service blueprint template

© Figma, Fair Use

Get the template

The Figma Service Blueprint template acts as another collaborative visual workspace. You can use it to map out service processes. 

  • Sections like 'Physical Evidence' and 'Customer Actions' link to 'Frontstage' and 'Backstage Actions. These sections capture both visible and behind-the-scenes activities. 

  • Support Processes Detail the systems that underpin these activities. 

The template's intuitive design comes with drag-and-drop elements and easy navigation. It allows your team to create a detailed overview of a service. It helps you plan and execute every aspect of the customer experience well. 

4. Mural

Mural service blueprint tool

© Mural, Fair Use

Mural's digital workspace combines ease of use with deep functionalities. It provides an expansive canvas for mapping complex service interactions. Mural’s facilitation of synchronous and asynchronous teamwork makes it a good choice.

Mural’s Service Blueprint Template

Mural’s service blueprint template

© Mural, Fair Use

Get the template

Mural's Service Blueprint Template offers a versatile canvas for mapping service processes. The blank template starts as a structured yet flexible grid with a legend. It guides you on how to populate it. It includes placeholders for steps, touchpoints, actors, systems, etc. You have the option to represent each section with different color codes.

When you transform the blank template into a detailed one, you fill these placeholders with specific information. You can add step definitions, hide certain steps for clarity, and identify each touchpoint along the customer's journey. 

You can mark the actors involved at each step, list the systems supporting the process and note any relevant policies. You can also indicate observations, metrics and questions or unknowns. 

When to use the service blueprint templates

Use service blueprint templates as essential tools in service design. Whenever you create a service blueprint, start with a template. These templates come loaded with rows, columns, touchpoints and flows. They simplify the complex task of mapping customer interactions. Opting for a template means you avoid the trouble of building from the ground up.

Examine and modify any template you choose. You must evaluate the template before use. If you overlook this, you might miss important elements of your service. A well-examined template accurately represents the service journey. This precision helps you identify areas for innovation and improvement.

Advantages of Using a Service Blueprint Template

Using a service blueprint template offers many benefits, like time efficiency. Let’s look at all the benefits:

  1. Ease of Use: Designers create templates with inherent simplicity in mind. Though it varies across templates, simplicity makes it easy to design service blueprints for you and your team.

  2. Workload Reduction: A template cuts down on how much work you have to do. This means less stress while you do things faster.

  3. Build on Proven Methods: Most service blueprint templates ground themselves in solid methodology that works well. They provide a reliable starting point for your blueprints. But, remember that not all templates offer equal effectiveness.

  4. Consistency and Learning: Using the same format in a template helps you and others understand and remember things better. It also keeps people interested.

These advantages show that service blueprint templates can help save a lot of time. They offer plug-and-play functionality, so you don't have to start from zero. Their consistent format also makes it easier to understand and remember customer insights.

How to Select the Best Service Blueprint Tool?

Selecting the right service blueprint tool requires careful consideration of these factors. It's not just about finding a tool with numerous features. You need the one that aligns well with your team's needs and enhances your service design process.

1. User-Friendly Interface

Pick a tool everyone can use easily, regardless of their tech skills. Look for one with a good visual design, simple instructions, and a learning curve that isn't too steep. A straightforward interface helps make blueprint creation efficient.

2. Customization Options

Find a tool that lets you change things to fit your service process. It should allow you to adjust elements to reflect your service's unique features. This kind of flexibility helps you create a precise and relevant blueprint.

3. Collaboration Features

Choose a tool that makes working together easy. It should support real-time teamwork. You need everyone to chip in simultaneously, even from different places. It must have features like shared editing and comments. They make sure the whole team can work together smoothly.

4. Integration Capabilities

Make sure the tool works well with other software your team uses. If it integrates well with things like data analysis and project management tools, it'll make your blueprint design process smoother. Good integration means less trouble switching between different platforms.

5. Scalability

The tool should grow with your business. It needs to handle more data and users as your company gets bigger. Scalable tools stay helpful as your business changes and grows.

Scalability ensures a service can efficiently expand to meet growing user or demand needs. Watch Frank Spillers discuss service design and why you must create scalable designs.

Show Hide video transcript
  1. Transcript loading…

6. Data Visualization

You must choose a tool with strong data visualization features. It should make complex processes easy to understand and show where to improve. It must turn detailed data into clear, actionable insights. Tools like Lucidchart even offer automated data visualization features. 

7. Cost-Effectiveness

Assess the tool's cost against its features. It should be affordable and provide good value, considering both initial and ongoing costs. A cost-effective tool provides the necessary features without straining your budget.

8. Support and Training

Look for tools with good support and training materials. The provider should offer detailed guides, tutorials, and responsive support. These resources can help you solve problems and get the most out of the tool.

9. Security and Reliability

Check the tool's security and reliability. It must protect sensitive data and work consistently. Strong security and reliable performance help you keep your data safe and your blueprinting process uninterrupted.

10. Feedback and Reviews

Read feedback and reviews from other users. User experiences provide insights into the tool's real-world performance. They highlight advantages and potential drawbacks. This feedback can guide you to make an informed decision.

The Take Away

Service blueprints provide a great way to understand the service-related process. They enable you to map all the interactions related to service delivery. You can determine quality and time KPIs for those interactions. The distinction between product and service now becomes more blurred with time. So, as a UX designer, it makes sense to master service blueprints if you want to deliver effective work.

Where to Learn More

Take the online course: Service Design: How to Design Integrated Service Experiences 

Read this Forbes article on the customer journey versus the service blueprint

Going from UX to Service Design master class teaches you service design fundamentals, practical applications in your work, reasons to pursue a service design career, and how to transition into a service design role.
Read Managing Service Quality Journal’s study on service blueprint effectiveness

238 shares

Open Access—Link to us!

We believe in Open Access and the democratization of knowledge. Unfortunately, world-class educational materials such as this page are normally hidden behind paywalls or in expensive textbooks.

If you want this to change, , link to us, or join us to help us democratize design knowledge!