PhenomeCloud Insights

Create personas to design the best user experience

Written by PEC | Dec 10, 2015 1:19:55 PM

Customer involvement is a critical factor in delivering excellent software.

Make sure that the business analyst and project manager for your project should strive hard to engage appropriate customer representative right from the start as it is the best way to avoid the mismatch between the product that customers expect to receive and what the developer builds.

The features that users present as their needs doesn’t necessarily equates to the functionality needed to perform their tasks with the new product. The BA has to collect a wide range of user input, analyze and validate it, and then specify only that needs to be built, to let the users accomplish their jobs. If the BA doesn’t record the new system’s necessary capabilities and communicate the same to other stakeholders, there will be lack of shared vision and understanding of the intended product, leading to missed deadlines, cost overruns and customer dissatisfaction.

So, in order to see success in software requirements, and hence in software development, get an accurate view of user needs and make sure that their voice reaches the ear of the developer. There are few steps that you need to follow to find the voice of the user.

Classify your users

Group users into classes based on the tasks they perform during their business operations, not based on the location or kind of the company they work in.

For example, a company that creates software used in the medical industry, distinguishes users based on whether they work in a pharmacy store, a diagnostic lab, a nursing home or a hospital. All these distinctions doesn’t really represent different user classes, but different market segments. But all these different types of medical care centers have  nurses, doctors, receptionists, and administrators who does more or less the same things and have similar functional needs for the system.


Certain classes could be more important than others for a specific project.

  • Favoured user classes are those whose satisfaction is more closely aligned with achieving the project business objectives.
  • Disfavoured user classes are not supposed to use the product for legal, safety and security reasons.
  • Eg: user impersonators, bots, internet agents etc.
  • Ignored user classes use the product but not specifically built to suit them.
  • Other user classes are neither favoured, disfavoured or ignored but of equal importance when it comes to defining product requirements.

Identify your user classes

  • Brainstorm with project sponsor on different user classes who he expects to use the system.
  • Use various analysis models like context diagram, organizational chart to help you discover potential users for the system.
  • Document the user classes, their characteristics, responsibilities and physical locations in a requirements plan for your project.
  • Consider building a reusable catalog of user classes that recur across multiple applications and define them at the enterprise level so that you can reuse these classes in future projects.

User personas

Create persona for each user class to bring it to life. A persona is a description of a hypothetical, generic person who represents a group of users having similar characteristics and needs. They can include details like social, demographic characteristics, behaviours, preferences and annoyances.

  • Create personas that truly represents the user class, based on the market, demographic and ethnographic research.
  • Use personas to understand requirements and design best user experiences to meet the needs of user communities.

If we can design the system that meets that one person’s needs, all the expectations and needs of the whole class that this person represents will be satisfied.

Connect with user representatives

Involve user representatives throughout the development lifecycle to provide the voice of the users. If you are developing commercial software, engage people from beta testing or set up focus groups of current users of your products or competitor products to know their needs that drive product development.

There are usually different communication pathways that brings voice of the user close to the ear of the developer. The intervening layers in these pathways increase the chance of miscommunication and expectation gaps. But some of these layers do add value when a skilled BA works with users to record, evaluate, and organize their input. Also be aware that there are lot of risks involved if the subject matter experts, marketing staff, product managers, or others act as surrogates for the actual voice of the user.

To put it simple, no matter what the cost of optimization of user representation is, your product and customers will suffer if you don’t talk to the right people at the right time.

For more information on this topic, as well as how Pixentia Business Analysis Centre of Excellence can help you increase the maturity of your organization and consequently diminish the risk of failed projects, 

contact us or call +1 855-978-6816.

References

Software Requirements, 3rd edition

By Karl Wiegers, Joy Beatty (Part of the Developer Best Practices series)