SlideShare a Scribd company logo
DocuSign Public
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Applying the JTBD
Framework to Build User
Personas that Stick
Mariné Palamutyan
Manager UX Research
Megan Mathews
Lead UX Research
DocuSign Public
Picture a dog.
DocuSign Public
Picture a street where you
are walking the dog.
DocuSign Public
DocuSign Public
DocuSign Public
60+
DocuSign Public
DocuSign Public
The Problem ● Unmanageable personas
● Inconsistent customer narrative
● Siloed teams
● Tunnel vision projects
● Duplicative work resulting in waste
● Fragmented UX
DocuSign Public
60+ <10
DocuSign Public
JTBD
Persona
DocuSign Public
JTBD
Persona
DocuSign Public
JTBD
Persona
DocuSign Public
DocuSign Confidential 11
Build
Develop a core set of user
personas that would be
adopted by the product
and technology
organization.
Socialize
Share the personas far and
wide, so that we have a
shared language and
understanding of our
customers’ needs.
Apply
Develop curriculum and
resources to drive adoption
and empower teams to use
them.
DocuSign Public
DocuSign Public
Collaboration
between
64 leaders
across product
organization
A team of
researchers,
designers,
content designers
DocuSign Public
Jobs-to-be-Done
to the rescue!
DocuSign Public
Micro Jobs
Core Jobs
Journey
Phases
User Tasks
Made JTBD
work for us
Hierarchy of the end-to-end journey
DocuSign Public
Source
DocuSign Public
Synthesized
by JTBD
DocuSign Public
PX Overview
JTBD
PERSONAS
Scenario-Based Planning / Jobs To Be Done
Linked JTBD to a
new set of personas
Phase 1 Phase 1 Phase 3
DocuSign Public
PX Overview
JTBD
PERSONAS
Scenario-Based Planning / Jobs To Be Done
Linked JTBD to a
new set of personas
Phase 1 Phase 1 Phase 3
Core Job 6
Description of the
core job
Persona 4
Core Job 3
Description of the
core job
Persona 2
Core Job 4
Description of the
core job
Core Job 5
Description of the
core job
Persona 3
Core Job 7
Description of the
core job
Core Job 8
Description of the
core job
Persona 5
Core Job 1
Description of the
core job
Core Job 2
Description of the
core job
Persona 1
DocuSign Public
These new personas are based on the jobs
people do, rather than the roles people have.
Big idea
DocuSign Public
DocuSign Public
Persona
modifiers
To prevent history from
repeating itself
Small company Large company
Family of 1 Large Family
DocuSign Public
DocuSign Public
Design
Three workstreams
Content
Education
Illustration by Brian Crowley
DocuSign Public
Design
DocuSign Public
DocuSign Public
Content
DocuSign Public
DocuSign Public
Education
DocuSign Public
DocuSign Public
The Impact
DocuSign Public
Established a
shared
language across
the company
The Impact
DocuSign Public
Established a
shared
language across
the company
Influenced
product
innovation
strategy
The Impact
DocuSign Public
DocuSign Public
Established a
shared
language across
the company
Influenced
product
innovation
strategy
Enhanced how
we engage with
customers
The Impact
DocuSign Public
DocuSign Public
Reflections
DocuSign Public
Less is more for driving a
shared understanding.
Reflections
DocuSign Public
Less is more for driving a
shared understanding.
Reflections
Innovate to make personas
work for you.
DocuSign Public
Less is more for driving a
shared understanding.
Reflections
Innovate to make personas
work for you.
Make it fun, to make it stick.
DocuSign Public
Less is more for driving a
shared understanding.
Reflections
Innovate to make personas
work for you.
Make it fun, to make it stick. Progress over perfection.
DocuSign Public
These new personas are based on the jobs
people do, rather than the roles people have.
Big idea
DocuSign Public
DocuSign Public
Ana Marquez
Andrew Thompson
Anndo Ko
Archit Jha
Ashley Guiberson
Bharat Rele
Blake Walsh
Brian Crowley
Brian Duchek
Carlos Garrido
Carolina Rivera
Casey Hudetz
Christa Louks
David Wallach
Deanne Stock
Derek Jones
Drew Ashlock
Emily Coder
Emily Hohenstein
Estelle Miliavsky
Gabi Moore
Gayathri Venkataraman
Iqra Anjum
Jake Michelle
Jane Ashley
Janice Bae
JD Johnson
Jeff Caruso
Jeremy Glassenberg
Jilly Pfifferling
Joe Mauriello
John Leahy
Jonathan Ruiz
Keith Kramer
Keshav Koratkar
Kim Harris
Kim Leopold
Kimberly Bullock
Lakshmi Kumar
Marie Schneider
Marina Lin
Mariné Palamutyan
Megan Mathews
Megan Schwarz
Micheline Chagniot
Michelle Lam
Mike Melton
Mike Palmer
Morgan Davis
Nandor Tamas
Paul Son
Ricardo Marquez
Ryan Turner
Sai Keerthana Srinivasan
Samantha Voelkel
Santiago Szuchmacher
Sarah Campbell
Shelby Bower
Shikha Gupta
Soha Pourpirali
Soumya Srivastava
Sumit Parikh
Swetha Ganesan
Vijay Krishnan Kumar
DocuSign Public
Q & A
DocuSign Public
PX Overview
JTBD
Core Job 1
Description of the
core job
Core Job 2
Description of the
core job
Core Job 3
Description of the
core job
Core Job 4
Description of the
core job
Core Job 5
Description of the
core job
Core Job 6
Description of the
core job
Core Job 7
Description of the
core job
Core Job 8
Description of the
core job
PERSONAS
Scenario-Based Planning / Jobs To Be Done
Blueprint for
JTBD informed Personas
Phase 1 Phase 1 Phase 3
Persona 4
Persona 2 Persona 3 Persona 5
Persona 1

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