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Designing with Only Four People in
                   Mind?
 A Case Study of Using Personas to Redesign a Work-Integrated Learning Support System


          Amir Dotan, Neil Maiden, Valentina Lichtner
                   and Lola Germanovich



Centre for HCI Design
Centre for HCI Design




The Paper
1. A case study illustrating how personas were used in
   a real world situation to engage project members with
   user information during a 2-day workshop to redesign
   APOSDLE (3rd Prototype)

2. The strengths and weaknesses of personas based on
   our experience

3. The strengths and weaknesses of actively involving
   stakeholders in creating and using personas
Centre for HCI Design




The APOSDLE project www.aposdle.tugraz.at
• Advanced Process- Oriented Self- Directed
  Learning Environment

• A 48 months R&D integrated project involving
  12 organisations from five countries (contract no.
  IST-027023)


• Aims to support work-integrated learning by
  providing people working in knowledge-
  intensive industries the infrastructure needed to
  acquire, understand and communicate
  knowledge
Resources

                                Refine resources here

                                                     Expand results

      APOSDLE Prototype 2   Resources
                               Learning by doing: Typewriter
                               Requirement Analysis 1
                               Evaluation
                               Document X

                            Learning Events
                                   How to evaluate
                                   Example of Analysis
                                   C++ in 4 Days
                                       Day 1
                                       Day 2




Personalised
(competencies)
and contextual
                                Knowledgeable Persons
(activities)                            Refine experts here

learning support                Persons
                                                 Expand results

                                    Robin Hood
                                    Alka Selza
                                    Steve Martin
                                    Kartoffelpü Reh
Centre for HCI Design




Why Did We Turn to Personas?
1. A work-based formative evaluation of the 2nd
   prototype highlighted various usability problems such
   as:

•   Ambiguous terminology (e.g. Learning Events,
    Knowledge Artefacts, Learning Goals, Context)
•   Unclear interaction and processes - (Where to
    begin? What to do? Where is ‘search’?)
•   Individual differences (e.g. The Learning Events did
    not always fit the users’ needs and objectives)
Centre for HCI Design




Why Did We Turn to Personas?
2. International Multi-Disciplinary Consortium
3. Varying views, perceptions and understanding of
   APOSDLE’s target audience – Lack of common
   language to describe end users
Centre for HCI Design




Why Did We Turn to Personas?
4. Information about end users was provided in the
   early requirements stage by stakeholders
   representing future clients and empirical studies,
   but was not visible throughout the project

5. Referring to users as Knowledge Workers,
   Knowledge Seekers and Knowledgeable People
   did not provide essential rich information about
   the target audience and its work environment
Centre for HCI Design




Main Criticism of Personas                  (Chapman and Milham, 2006)


• Methodological weaknesses - Personas are
  difficult or impossible to verify – Are they realistic
  representation?

• Practical limitations - It is not always clear how the
  personas are reconciled with other data and who is
  responsible for interpreting them
Centre for HCI Design




Creating the APOSDLE Personas
• Empirical data (interviews, observations)
• Stakeholders representing APOSDLE’s target
  clients contributing an initial set of personas
  describing their employees based on a template
• Reason 1 - Validation – Getting the right personas
• Reason 2 - Time constraints
Centre for HCI Design




The Four APOSDLE Personas
                        Rigid work process          Flexible work process
                                                      Eva – consultant
   Senior employee


                     Pierre - mechanical engineer
   Junior employee




                     Paul – Intern (Engineering)    Lisa – Project assistant
Centre for HCI Design
Centre for HCI Design




Redesigning APOSDLE with Personas
• 2 Day workshop
• 4 Personas
• 21 participants (None have ever used personas)




Stage 1 – Familiarisation session – Get to know the personas
Stage 2 – Review prototype 2 from the personas’ point of view and consider redesign
solutions if necessary
Persona Familiarisation Session
General comments about each persona




 Paul (the intern) is probably
 question driven and requires
 detailed knowledge. He carries
 out a single task at a time      Pierre (the senior engineer) is
                                  probably more set in his ways .
                                  He deals with processes,
                                  simulations and calculations
Centre for HCI Design




Persona Familiarisation Session
• How do the personas perceive APOSDLE
  Prototype 2?
• “What aspects of APOSDLE is Pierre more likely
  to appreciate?”
• “What aspects of APOSDLE is Pierre less likely to
  appreciate?”
Centre for HCI Design




 Persona Familiarisation Session
 • Participants extrapolate new Information about the
   personas and APOSDLE


                                             Eva would appreciate
                                             being able to locate
                                             experts using
                                             APOSDLE




Eva will not use
APOSDLE’s process
view. Her work is less
about ‘ticking boxes’
Redesigning APOSDLE
To better suit the needs of the personas




“Interesting idea. Who do you imagine using this feature?
Eva? Paul? Lisa? Pierre?”
Addressing Practical Limitations of Personas
Stakeholders help interpret and use the personas




“Is this a feature a 48 year old senior engineer
in your company might use?”
Centre for HCI Design




Rapid Persona-Driven Prototyping During
the Workshop

    Eva and Pierre
    require quick and
    unstructured access
    to resources



    Viewing the domain
    elements could help
    Paul get an overview
    and explore the
    domain
Rapid Persona-Driven Prototyping During
the Workshop
  “Will Paul like this kind of thing?
  I wonder if people will go through this process.
  I can imagine Paul simply pressing ‘ask’ and
  bypassing the form.”
Centre for HCI Design




Design Outcomes
• Learning Events in Prototype 2 could alienate
  Pierre and Eva

  Participant 5 (Programmer): The
  Learning Events were created to
  facilitate learning. I think we should
  reflect on the four personas and see if
  they have need for this information. We
  are discussing low-level details and
  terminology before addressing the
  users’ real goals.
Centre for HCI Design




Optional explicit learning support for Paul in Prototype 3
Quick access to content for Eva and Pierre
Option to explore domain topics for all four
personas
More obvious search option for Pierre and Eva
Design Outcome
                                Resources

                                    Refine resources here

                                                        Expand results
                                Resources
                                   Learning by doing: Typewriter
                                   Requirement Analysis 1
                                   Evaluation
                                   Document X

                                Learning Events
                                       How to evaluate
                                       Example of Analysis
                                       C++ in 4 Days
                                           Day 1
                                           Day 2




                                    Knowledgeable Persons

                                            Refine experts here

                                                     Expand results
                                    Persons
                                        Robin Hood
                                        Alka Selza
                                        Steve Martin
                                        Kartoffelpü Reh




Prototype 2 - Before Personas                                            Prototype 3 - After Personas
Centre for HCI Design




Strengths and Weaknesses of Personas
based on our experience
               Strengths                                Weaknesses
•Focused the discussions on real people     •Short life span – Had a strong impact
and real working environments               during the first few hours of the discussions

•Helped project members from different      and then their impact diminished

professional background to ‘get to know’    •This could be attributed to the
APOSDLE’s target audience                   stakeholders’ presence

•Ensured redesign ideas targeted end        •Having to constantly ask participants to
users and did not merely reflect personal   link their ideas to a persona became
preferences                                 tedious and potentially annoying
Centre for HCI Design




Stakeholders’ Involvement
            Positives                             Negatives
 •Helped produce more valid           •Despite a template and instructions,
 personas that captured the work      the style of the initial personas
 routine and goals of real people     provided varied


 •Helped interpret the personas and   •After a while, participants seemed
 resolve disagreements - The          to abandon the personas in favour of
 personas had clear owners who        asking the stakeholders directly if an
 knew the people they represented     idea could work or not
Centre for HCI Design




Conclusions

• There are obvious pros and cons to the persona
  approach
• In our case we conclude the strengths outweighed
  the weaknesses
• We found personas to be an effective way to
  encapsulate and communicate user information so
  it served as a reminder during discussions
Centre for HCI Design




Conclusions

• By combining initial persona descriptions
  generated by stakeholders with our empirical data
  we feel we were able to address to some degree
  methodological weaknesses and practical
  limitation of the tool expressed in the literature

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Designing with Only Four People in Mind? - A Case Study of Using Personas to Redesign a Work-Integrated Learning Support System

  • 1. Designing with Only Four People in Mind? A Case Study of Using Personas to Redesign a Work-Integrated Learning Support System Amir Dotan, Neil Maiden, Valentina Lichtner and Lola Germanovich Centre for HCI Design
  • 2. Centre for HCI Design The Paper 1. A case study illustrating how personas were used in a real world situation to engage project members with user information during a 2-day workshop to redesign APOSDLE (3rd Prototype) 2. The strengths and weaknesses of personas based on our experience 3. The strengths and weaknesses of actively involving stakeholders in creating and using personas
  • 3. Centre for HCI Design The APOSDLE project www.aposdle.tugraz.at • Advanced Process- Oriented Self- Directed Learning Environment • A 48 months R&D integrated project involving 12 organisations from five countries (contract no. IST-027023) • Aims to support work-integrated learning by providing people working in knowledge- intensive industries the infrastructure needed to acquire, understand and communicate knowledge
  • 4. Resources Refine resources here Expand results APOSDLE Prototype 2 Resources Learning by doing: Typewriter Requirement Analysis 1 Evaluation Document X Learning Events How to evaluate Example of Analysis C++ in 4 Days Day 1 Day 2 Personalised (competencies) and contextual Knowledgeable Persons (activities) Refine experts here learning support Persons Expand results Robin Hood Alka Selza Steve Martin Kartoffelpü Reh
  • 5. Centre for HCI Design Why Did We Turn to Personas? 1. A work-based formative evaluation of the 2nd prototype highlighted various usability problems such as: • Ambiguous terminology (e.g. Learning Events, Knowledge Artefacts, Learning Goals, Context) • Unclear interaction and processes - (Where to begin? What to do? Where is ‘search’?) • Individual differences (e.g. The Learning Events did not always fit the users’ needs and objectives)
  • 6. Centre for HCI Design Why Did We Turn to Personas? 2. International Multi-Disciplinary Consortium 3. Varying views, perceptions and understanding of APOSDLE’s target audience – Lack of common language to describe end users
  • 7. Centre for HCI Design Why Did We Turn to Personas? 4. Information about end users was provided in the early requirements stage by stakeholders representing future clients and empirical studies, but was not visible throughout the project 5. Referring to users as Knowledge Workers, Knowledge Seekers and Knowledgeable People did not provide essential rich information about the target audience and its work environment
  • 8. Centre for HCI Design Main Criticism of Personas (Chapman and Milham, 2006) • Methodological weaknesses - Personas are difficult or impossible to verify – Are they realistic representation? • Practical limitations - It is not always clear how the personas are reconciled with other data and who is responsible for interpreting them
  • 9. Centre for HCI Design Creating the APOSDLE Personas • Empirical data (interviews, observations) • Stakeholders representing APOSDLE’s target clients contributing an initial set of personas describing their employees based on a template • Reason 1 - Validation – Getting the right personas • Reason 2 - Time constraints
  • 10. Centre for HCI Design The Four APOSDLE Personas Rigid work process Flexible work process Eva – consultant Senior employee Pierre - mechanical engineer Junior employee Paul – Intern (Engineering) Lisa – Project assistant
  • 11. Centre for HCI Design
  • 12. Centre for HCI Design Redesigning APOSDLE with Personas • 2 Day workshop • 4 Personas • 21 participants (None have ever used personas) Stage 1 – Familiarisation session – Get to know the personas Stage 2 – Review prototype 2 from the personas’ point of view and consider redesign solutions if necessary
  • 13. Persona Familiarisation Session General comments about each persona Paul (the intern) is probably question driven and requires detailed knowledge. He carries out a single task at a time Pierre (the senior engineer) is probably more set in his ways . He deals with processes, simulations and calculations
  • 14. Centre for HCI Design Persona Familiarisation Session • How do the personas perceive APOSDLE Prototype 2? • “What aspects of APOSDLE is Pierre more likely to appreciate?” • “What aspects of APOSDLE is Pierre less likely to appreciate?”
  • 15. Centre for HCI Design Persona Familiarisation Session • Participants extrapolate new Information about the personas and APOSDLE Eva would appreciate being able to locate experts using APOSDLE Eva will not use APOSDLE’s process view. Her work is less about ‘ticking boxes’
  • 16. Redesigning APOSDLE To better suit the needs of the personas “Interesting idea. Who do you imagine using this feature? Eva? Paul? Lisa? Pierre?”
  • 17. Addressing Practical Limitations of Personas Stakeholders help interpret and use the personas “Is this a feature a 48 year old senior engineer in your company might use?”
  • 18. Centre for HCI Design Rapid Persona-Driven Prototyping During the Workshop Eva and Pierre require quick and unstructured access to resources Viewing the domain elements could help Paul get an overview and explore the domain
  • 19. Rapid Persona-Driven Prototyping During the Workshop “Will Paul like this kind of thing? I wonder if people will go through this process. I can imagine Paul simply pressing ‘ask’ and bypassing the form.”
  • 20. Centre for HCI Design Design Outcomes • Learning Events in Prototype 2 could alienate Pierre and Eva Participant 5 (Programmer): The Learning Events were created to facilitate learning. I think we should reflect on the four personas and see if they have need for this information. We are discussing low-level details and terminology before addressing the users’ real goals.
  • 21. Centre for HCI Design Optional explicit learning support for Paul in Prototype 3 Quick access to content for Eva and Pierre
  • 22. Option to explore domain topics for all four personas More obvious search option for Pierre and Eva
  • 23. Design Outcome Resources Refine resources here Expand results Resources Learning by doing: Typewriter Requirement Analysis 1 Evaluation Document X Learning Events How to evaluate Example of Analysis C++ in 4 Days Day 1 Day 2 Knowledgeable Persons Refine experts here Expand results Persons Robin Hood Alka Selza Steve Martin Kartoffelpü Reh Prototype 2 - Before Personas Prototype 3 - After Personas
  • 24. Centre for HCI Design Strengths and Weaknesses of Personas based on our experience Strengths Weaknesses •Focused the discussions on real people •Short life span – Had a strong impact and real working environments during the first few hours of the discussions •Helped project members from different and then their impact diminished professional background to ‘get to know’ •This could be attributed to the APOSDLE’s target audience stakeholders’ presence •Ensured redesign ideas targeted end •Having to constantly ask participants to users and did not merely reflect personal link their ideas to a persona became preferences tedious and potentially annoying
  • 25. Centre for HCI Design Stakeholders’ Involvement Positives Negatives •Helped produce more valid •Despite a template and instructions, personas that captured the work the style of the initial personas routine and goals of real people provided varied •Helped interpret the personas and •After a while, participants seemed resolve disagreements - The to abandon the personas in favour of personas had clear owners who asking the stakeholders directly if an knew the people they represented idea could work or not
  • 26. Centre for HCI Design Conclusions • There are obvious pros and cons to the persona approach • In our case we conclude the strengths outweighed the weaknesses • We found personas to be an effective way to encapsulate and communicate user information so it served as a reminder during discussions
  • 27. Centre for HCI Design Conclusions • By combining initial persona descriptions generated by stakeholders with our empirical data we feel we were able to address to some degree methodological weaknesses and practical limitation of the tool expressed in the literature