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Understanding Web & Intranet
  Users Through Personas
Watch the webinar video instead       February 29, 2012

                                      Adam Wasserman, Consultant
                                      Prescient Digital Media
                                      Carmine Porco, GM & VP
                                      Prescient Digital Media

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Agenda
o Who we are
o Personas
  • What are personas?
  • Value of personas
  • Persona elements
oQ&A



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Twitter Hashtag




              @intranet2

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Who we are




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Who is Prescient?
o 11 years of rich history.
o Strategic Internet & intranet consulting, planning &
  design services to many Fortune 500 & big brand
  clients, small and medium-size leaders.
o More intranet engagements & clients than any firm
  (class).
o A well defined and proven methodology.




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Listen. Understand. Deliver.
o We treat each client as unique;
  • Listen to their needs, goals and challenges;
  • Understand a client’s requirements and
    potential; and
  • Deliver highly effective and innovative website
    & intranet plans, designs & solutions.




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Prescient Digital Media
o Some of our clients:




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Personas




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Luke Smith          Veronica Chung                 Chris Miller                             Roberta Davis
-Human Resource     -IT Project                    -Office Admin.                           -Manager
 Supervisor          Manager                       -South Division                          -West Division
-Eastern Division   -North Division




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Age
                       Department                          Gender


                                                                              Technology
            Location
                                                                                comfort



                                                                                              Intranet
 Position                                                                                   navigational
                                                                                             preference




Name                                                                                               Work style




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Personas…
 Represent & describe typical intranet/website users.
 Help organizations understand the needs of their users
  by thinking like the users (e.g. would Sue use this?).
 Help organizations make data-driven decisions.
 Ensure that all parts and aspects of the organization are
  appropriately represented.
 Makes the website/intranet more user-centric.




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Personas are not…
   Every possible user or employee.
   Exact replicas of specific employee or user groups.
   Only used for usability testing.
   A replacement for other site development processes
    (e.g. business requirements, usability testing).




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Value of Personas
o Allow organizations to consider all users needs when
  redesigning or developing a site.
o Makes large user populations more manageable and
  easier to understand.
o Replaces the needs to canvas entire user communities.
o Useful in all aspects of the business outside of the
  web/intranet initiatives.




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Persona Elements - Intranet

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Geographic Location
o Different locations have different
  information/language needs that should be
  addressed.




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Age
o Older employees use technology different
  than younger employees.



                      ≠


         Company A                          Company B



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Roles & Tenure
o Different levels of access (data, forms, tools)
  and different levels of knowledge.




           Role                                 Tenure


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Business Unit/Department
o Different information needs (News, data,
  forms, tools).




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Work Location

o Intranet needs reflect the work location
  • Social media is important to increase sense of
    community for somebody working from home.
  • Someone in transit may require more access to an
    employee directory.




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Personas Complement Usability Testing

Personas   Jill Smith



            Use           Apply for benefits
           Cases

                        Usability
                                                  20 seconds to find form
                         Testing

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Use Cases and Usability Testing
          Task              Difficulty               # of Clicks                      Locations searched

                                                                                  Essential Links,
1. Fill in your timesheet   Medium                        3-4                     Employee Resources,
                                                                                  Forms, Tools/Apps
2. Find out about your                                                            Essential Links,
                              Easy                        1-2
benefits                                                                          Employee Resources
3. Find employee                                                                  Essential Links,
                              Hard                        4-5
discounts                                                                         Employee Resources
4. Fill out your                                                                  Tools/Apps, Employee
                            Medium                          3
expenses                                                                          Resources
5. Find the rules on gift
                              Easy                          2                     Policies/Procedures
giving and receiving
6. Listen to CEO’s                                                                Home Page, Employee
                              Easy                        1-2
update                                                                            Resources

7. Edit your profile          Hard                        3-5                     Header, Tools/Apps
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Challenges
o Personas are data-driven but the information
  that is needed is rarely easily accessible.
o Prescient builds out relatable personas by first
  understanding the organization (interviews,
  workshops, surveys, research).
o Personas need to reflect strategy.



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Challenges (cont’d.)




                                                         Personas & Use Cases




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Q&A




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Contact Information



                           www.prescientdigital.com

Adam Wasserman                           Carmine Porco,
Consultant                               General Manager & Vice President
Prescient Digital Media                  Prescient Digital Media
e: awasserman@prescientdigital.com       cporco@prescientdigital.com
m: 647-966-9604                          www.Twitter.com/carmineporco
t: 416-926-8800 x 22                     Skype:carmine.porco
www.Twitter.com/awasserman               416.728.2226




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Understanding Web and Intranet Users Through Personas

  • 1. Understanding Web & Intranet Users Through Personas Watch the webinar video instead February 29, 2012 Adam Wasserman, Consultant Prescient Digital Media Carmine Porco, GM & VP Prescient Digital Media Strictly Confidential © 2012 Prescient Digital Media Not For Distribution Strictly Confidential © 2012 Prescient Digital Media Not For Distribution 11
  • 2. Agenda o Who we are o Personas • What are personas? • Value of personas • Persona elements oQ&A Strictly Confidential © 2012 Prescient Digital Media Not For Distribution Strictly Confidential © 2012 Prescient Digital Media Not For Distribution 22
  • 3. Twitter Hashtag @intranet2 Strictly Confidential © 2012 Prescient Digital Media Not For Distribution Strictly Confidential © 2012 Prescient Digital Media Not For Distribution 33
  • 4. Who we are Strictly Confidential © 2012 Prescient Digital Media Not For Distribution Strictly Confidential © 2012 Prescient Digital Media Not For Distribution 44
  • 5. Who is Prescient? o 11 years of rich history. o Strategic Internet & intranet consulting, planning & design services to many Fortune 500 & big brand clients, small and medium-size leaders. o More intranet engagements & clients than any firm (class). o A well defined and proven methodology. Strictly Confidential © 2012 Prescient Digital Media Not For Distribution Strictly Confidential © 2012 Prescient Digital Media Not For Distribution 55
  • 6. Listen. Understand. Deliver. o We treat each client as unique; • Listen to their needs, goals and challenges; • Understand a client’s requirements and potential; and • Deliver highly effective and innovative website & intranet plans, designs & solutions. Strictly Confidential © 2012 Prescient Digital Media Not For Distribution Strictly Confidential © 2012 Prescient Digital Media Not For Distribution 66
  • 7. Prescient Digital Media o Some of our clients: Strictly Confidential © 2012 Prescient Digital Media Not For Distribution Strictly Confidential © 2012 Prescient Digital Media Not For Distribution 77
  • 8. Personas Strictly Confidential © 2012 Prescient Digital Media Not For Distribution Strictly Confidential © 2012 Prescient Digital Media Not For Distribution 88
  • 9. Luke Smith Veronica Chung Chris Miller Roberta Davis -Human Resource -IT Project -Office Admin. -Manager Supervisor Manager -South Division -West Division -Eastern Division -North Division Strictly Confidential © 2012 Prescient Digital Media Not For Distribution Strictly Confidential © 2012 Prescient Digital Media Not For Distribution 99
  • 10. Age Department Gender Technology Location comfort Intranet Position navigational preference Name Work style Strictly Confidential © 2012 Prescient Digital Media Not For Distribution 10 Strictly Confidential © 2012 Prescient Digital Media Not For Distribution 10
  • 11. Personas…  Represent & describe typical intranet/website users.  Help organizations understand the needs of their users by thinking like the users (e.g. would Sue use this?).  Help organizations make data-driven decisions.  Ensure that all parts and aspects of the organization are appropriately represented.  Makes the website/intranet more user-centric. Strictly Confidential © 2012 Prescient Digital Media Not For Distribution 11 Strictly Confidential © 2012 Prescient Digital Media Not For Distribution 11
  • 12. Personas are not…  Every possible user or employee.  Exact replicas of specific employee or user groups.  Only used for usability testing.  A replacement for other site development processes (e.g. business requirements, usability testing). Strictly Confidential © 2012 Prescient Digital Media Not For Distribution 12 Strictly Confidential © 2012 Prescient Digital Media Not For Distribution 12
  • 13. Value of Personas o Allow organizations to consider all users needs when redesigning or developing a site. o Makes large user populations more manageable and easier to understand. o Replaces the needs to canvas entire user communities. o Useful in all aspects of the business outside of the web/intranet initiatives. Strictly Confidential © 2012 Prescient Digital Media Not For Distribution 13 Strictly Confidential © 2012 Prescient Digital Media Not For Distribution 13
  • 14. Persona Elements - Intranet Strictly Confidential © 2012 Prescient Digital Media Not For Distribution 14 Strictly Confidential © 2012 Prescient Digital Media Not For Distribution 14
  • 15. Geographic Location o Different locations have different information/language needs that should be addressed. Strictly Confidential © 2012 Prescient Digital Media Not For Distribution 15 Strictly Confidential © 2012 Prescient Digital Media Not For Distribution 15
  • 16. Age o Older employees use technology different than younger employees. ≠ Company A Company B Strictly Confidential © 2012 Prescient Digital Media Not For Distribution 16 Strictly Confidential © 2012 Prescient Digital Media Not For Distribution 16
  • 17. Roles & Tenure o Different levels of access (data, forms, tools) and different levels of knowledge. Role Tenure Strictly Confidential © 2012 Prescient Digital Media Not For Distribution 17 Strictly Confidential © 2012 Prescient Digital Media Not For Distribution 17
  • 18. Business Unit/Department o Different information needs (News, data, forms, tools). Strictly Confidential © 2012 Prescient Digital Media Not For Distribution 18 Strictly Confidential © 2012 Prescient Digital Media Not For Distribution 18
  • 19. Work Location o Intranet needs reflect the work location • Social media is important to increase sense of community for somebody working from home. • Someone in transit may require more access to an employee directory. Strictly Confidential © 2012 Prescient Digital Media Not For Distribution 19 Strictly Confidential © 2012 Prescient Digital Media Not For Distribution 19
  • 20. Personas Complement Usability Testing Personas Jill Smith Use Apply for benefits Cases Usability 20 seconds to find form Testing Strictly Confidential © 2012 Prescient Digital Media Not For Distribution 20 Strictly Confidential © 2012 Prescient Digital Media Not For Distribution 20
  • 21. Use Cases and Usability Testing Task Difficulty # of Clicks Locations searched Essential Links, 1. Fill in your timesheet Medium 3-4 Employee Resources, Forms, Tools/Apps 2. Find out about your Essential Links, Easy 1-2 benefits Employee Resources 3. Find employee Essential Links, Hard 4-5 discounts Employee Resources 4. Fill out your Tools/Apps, Employee Medium 3 expenses Resources 5. Find the rules on gift Easy 2 Policies/Procedures giving and receiving 6. Listen to CEO’s Home Page, Employee Easy 1-2 update Resources 7. Edit your profile Hard 3-5 Header, Tools/Apps Strictly Confidential © 2012 Prescient Digital Media 21 Not For Distribution 21
  • 22. Challenges o Personas are data-driven but the information that is needed is rarely easily accessible. o Prescient builds out relatable personas by first understanding the organization (interviews, workshops, surveys, research). o Personas need to reflect strategy. Strictly Confidential © 2012 Prescient Digital Media Not For Distribution 22 Strictly Confidential © 2012 Prescient Digital Media Not For Distribution 22
  • 23. Challenges (cont’d.) Personas & Use Cases Strictly Confidential © 2012 Prescient Digital Media Not For Distribution 23 Strictly Confidential © 2012 Prescient Digital Media Not For Distribution 23
  • 24. Q&A Strictly Confidential © 2012 Prescient Digital Media Not For Distribution 24 Strictly Confidential © 2012 Prescient Digital Media Not For Distribution 24
  • 25. Contact Information www.prescientdigital.com Adam Wasserman Carmine Porco, Consultant General Manager & Vice President Prescient Digital Media Prescient Digital Media e: awasserman@prescientdigital.com cporco@prescientdigital.com m: 647-966-9604 www.Twitter.com/carmineporco t: 416-926-8800 x 22 Skype:carmine.porco www.Twitter.com/awasserman 416.728.2226 Strictly Confidential © 2012 Prescient Digital Media Not For Distribution 25 Strictly Confidential © 2012 Prescient Digital Media Not For Distribution 25