User Research – Archetypes
Complex industries have complex personas. However, we want to focus on people, not license types.
Identifying & defining a problem
When researching user personas at a company that facilitates user generated content internationally in many highly regulated industries, it was fair to say User Personas were bound to be bountiful. However the problem presented itself when I discovered the buyer personas the whole team worked with had no women represented.
Through observation in customer calls, I found (qualitatively) the conversations were with our users mostly identified as female.
Presenting the findings to leadership it was discovered that the buyer personas our cloud software was being built on, had not been updated in over 15 years. I requested to lead a new persona finding initiative which was approved.
Leading the research
Over the course of a year, I facilitated and led observational and discovery workshops with our users, internal stakeholders, and consultants. When working with internal stakeholders and consultants I helped break unconscious and conscious biases by breaking up the persona “who’s” to a more “why” based conversation. In this I found four common themes that also matched what our users were saying.
Presenting these themed findings to our core customer advisory team for validation was a boon for the company twofold:
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- The customers expressed that they felt heard and seen. Numerus times in customer calls up to that point it was mentioned as a frustration that the software company was not listening to what users needed/wanted to facilitate growth and adoption within their own organization.
- It was a simpler way for sales and our internal consultants to view users even within a highly complex and diverse user base.
Results
Identifying these themes as Archetypes helped all teams break down objectives when speaking about our users. They were no longer attached to specific outdated personas, nor specific license types and were instead understanding how our users were using the software.
Four core archetypes
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- Daily User – Information Consumption
- Daily User – Information Gatherer
- Creation User
- Hybrid User
I also identified that there was a user gap for a “Super User”. However, that was a less than 1% use case and was deemed too niche (at that time) do research further.
Evangelizing – Reporting out
Over the course of the next 3-6 months (while working on the associated user personas) I led informational UX sessions with our engineering teams, leadership, and internal stakeholders to help spread the understanding of these new archetypes. This was also pared with open-sourced documentation (in Confluence) of the raw data, workshop results, and all those involved with each workshop/data point.
Evangelizing was also a core push for me as it was integral for the company to change the way they viewed our users from who buys the product to who uses the product. And to help our users who could be at various levels of digital maturity within their company.
At the core we defined it as:
We want to understand how our product is being used by our users so that we can create products, which are meaningful while being flexible at crucial touchpoints.
We need to focus on people, not license types. To do that we have to strip down our user types to core components that are common across all our users regardless of gender or nationality. We can use these archetypes with the enterprise’s maturity in the digital transformation journey.
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