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PERSONA RESEARCH
TO D I S C OV E R
WEBSITE NEEDS
Persona research is about
  defining the personality
 and needs of your users.

  It is then interpreted by
  Information Architects.
Information Architecture:
The Socialist Party for the Web
What the Hell is
Information Architecture?
Information Architects define the User Experience.

   • Building a complete system
   • Understanding the big picture
   • Developing an engaging system
   • Fluid and elegant to use
   • Focused on the needs of its intended audience
The Information Architecture Process
Defining the user experience:
• Develop a persona to best understand the
 audience
• Match audience goals with service offering,
 features and functionality
• Map structure of content to follow the user’s
 needs
• Develop Interface to support audience goals
Data Pattern Mapping

IA organizes the patterns of data by six types:
       • alphabetical
       • chronological
       • geographical
       • task oriented
       • audience specific
       • metaphor
Persona Research for Task Flow
Assignment:
Create an online experience for the process of acquiring
digital rights to music for commercial use.
The Seeker
Age: 36
Education: Bachelors in Liberal Arts
Occupation: Editorial Director
Employer: American Greetings
Location: Cleveland

Motivation: Thoroughness

Product Use: Signing Greeting Cards

Sites Used: iTunes, Google, Amazon


 Price Conscious

Rights Knowledge

GreenLight Usage

        Savviness

      Expediency


                                                     “If I can only get this
Use Cases:
•Price a song that was selected by the Art
 Department to be used in an audio-greeting
                                                  process down to just one
 card.
•Have a backup song selected in case the rights
                                                  click rather than jumping
 for the first choice fall through.
                                                     through fifty hoops.”
The Drifter
Age: 24
Education: in College
Occupation: Assistant
Employer: Chase Manhattan
Location: New York

Motivation: Please the Boss

Product Use: Presentation Soundtrack

Sites Used: Blogs, iTunes, Amazon.com, Pandora


 Price Conscious

Rights Knowledge

GreenLight Usage

        Savviness

      Expediency



Use Cases:
•Need suggestions for an intro and outro track
 to use for a company presentation that will be
                                                       “This better not make any
 posted on YouTube.
•Larah needs to understand the process and
                                                     headaches for me trying to go
 costs for clearing the rights, and then run it by
 her boss.                                                   the legit route.”
Answer: Make it Quick.




The steps required needed to be minimized as much as possible,
even over additional functionality that does not map with expediency
in the flow.
Persona Research for Social Psychology
Assignment:
Introduce a Spanish brand’s low-cost online bank into
the German market.
“Money is a creature of
the law. A theory of
money must therefore
deal with legal history.”
- George Knapp
  German Economist
Germans have been negatively
influenced by their history of
autocratic rule and
hyperinflation.

The result in banking has been
large, institutional corporate
banks and credit union retail
banks.
Imagery used on German banks reflect this by over-emphasizing
themselves as established.
Answer: Don’t look like a bank.




Success will rely on attracting a different audience, born after
1985, without the stigmas and can relate to an online look instead.
Persona Research for User Needs
Persona Research for User Needs




Assignment:
Create an online reference tool for employees to learn
strategies for investing in their 401k accounts.
Finding Patterns in Data
     Non-Investor                                         Investor


  “I want my money now”                         “I want to retire comfortably”



“I won’t have enough for now”              “I won’t have enough for the future”



  “What are the benefits                      “Have I covered all of my bases?”
    and drawbacks?”



    “Why should I trust
                                                “Will you meet my needs?”
   you with my money?”



 “I can take care of myself ”                “I want to be well taken care of ”
Finding Patterns in Data
     Non-Investor                                           Investor


  “I want my money now”          Ambitious        “I want to retire comfortably”



“I won’t have enough for now”     Fearful    “I won’t have enough for the future”



  “What are the benefits
    and drawbacks?”             Uninformed     “Have I covered all of my bases?”



    “Why should I trust
   you with my money?”           Skeptical        “Will you meet my needs?”



 “I can take care of myself ”   Optimistic     “I want to be well taken care of ”
Answer: Organize data in a way they can relate to it.




 The profiles selected from the top reflect one of the five common
 personality types of skeptical, optimistic, ambitious, etc.
Persona Research to Define Motivation
Assignment:
Increase usage for a user-to-user betting website.
Old Target Audience:
The Lad

• Looking for a little extra cash
• Will only bet if they are feel
  they know the outcome
• Will only bet on occasion
• Prefer to bet with friends
New Target Audience:
The Professional

• Make a majority of their living
   from betting
• Think they can control the
  future by what they bet on
• Make several bets a day
• Prefers to bet with strangers
Answer: Give them control.




An interface that feeds to the Professional’s desire to “control their
future” by providing controls of statistical analysis.
Persona Research to Define Audiences
Assignment:
Update a leading healthcare site to be easier to use and
branded in a way to be fresher and uplifting.
By surveys and focus groups, we were able to ascertain the main
motivations, needs and methods the various audiences use the
website.


     Which of the following features would you be likely to
                            Information about health news
                 Information about my benefits/health plan
Information about which drugs are covered by CareOregon
                             Ability to submit forms online
                Blogs on health and healthy industry topics
         Live chat/instant messaging with CareOregon staff
              Feature stories about CareOregon members
       Information about community events and programs
                      Stories about CareOregon providers
       Access to support networks for chronic conditions
    Ability to exchange information with other site visitors
               Information about CareOregon health plans
                                    Tips on staying healthy
                      Educational videos and presentations
                                         Discussion boards
                                                     Other

                                                               0   14   28   42   56   70
MEMBERS

  In the last 30 days, how often did you access the Internet?
  How often do you use the internet to find health-related information?
Being a Medicaid and Medicare provider, most members for
example, do not have jobs and are accessing the internet from
home or only on occasion from alternative sources.


MEMBERS



                                           library


                         home
                                                cell phone



                                           no access

                                        other
                                    work
A rich diversity of users was discovered
     with distinct audience needs.
Answer: Reflect the audience.


                                        CAREOREGON




 For       For         Our            Health &       Transforming   About   Contact
 Members   Providers   Health Plans   Wellness       Healthcare     Us      Us




The navigation and design was made to represent each user type
for them to easily identify with the CareOregon and their needs.
Answer: Reflect the audience.




The navigation and design was made to represent each user type
for them to easily identify with the CareOregon and their needs.
About Perfect Pixels
   Our background has provided us a unique perspective on meeting
brand with user experience, from startups to Fortune 500 companies.
Services
 Our capabilities include top-to-bottom support for our clients -
from brand strategy and design to enterprise web development.


    Brand Strategy
    Identity Design                           Usability Testing
    Online Marketing                          Video Post Production
    Information Architecture                  HTML & Flash Production
    Web Design                                Web Development
    Content Development
Virgin sample work
Microsoft
Classmates.com sample work
All Recipes.com
Thank You.
Jason@perfectpixels.com
 or twitter/perfectpixels

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Persona research to understand website users

  • 1. PERSONA RESEARCH TO D I S C OV E R WEBSITE NEEDS
  • 2. Persona research is about defining the personality and needs of your users. It is then interpreted by Information Architects.
  • 4. What the Hell is Information Architecture? Information Architects define the User Experience. • Building a complete system • Understanding the big picture • Developing an engaging system • Fluid and elegant to use • Focused on the needs of its intended audience
  • 5. The Information Architecture Process Defining the user experience: • Develop a persona to best understand the audience • Match audience goals with service offering, features and functionality • Map structure of content to follow the user’s needs • Develop Interface to support audience goals
  • 6. Data Pattern Mapping IA organizes the patterns of data by six types: • alphabetical • chronological • geographical • task oriented • audience specific • metaphor
  • 8. Assignment: Create an online experience for the process of acquiring digital rights to music for commercial use.
  • 9. The Seeker Age: 36 Education: Bachelors in Liberal Arts Occupation: Editorial Director Employer: American Greetings Location: Cleveland Motivation: Thoroughness Product Use: Signing Greeting Cards Sites Used: iTunes, Google, Amazon Price Conscious Rights Knowledge GreenLight Usage Savviness Expediency “If I can only get this Use Cases: •Price a song that was selected by the Art Department to be used in an audio-greeting process down to just one card. •Have a backup song selected in case the rights click rather than jumping for the first choice fall through. through fifty hoops.”
  • 10. The Drifter Age: 24 Education: in College Occupation: Assistant Employer: Chase Manhattan Location: New York Motivation: Please the Boss Product Use: Presentation Soundtrack Sites Used: Blogs, iTunes, Amazon.com, Pandora Price Conscious Rights Knowledge GreenLight Usage Savviness Expediency Use Cases: •Need suggestions for an intro and outro track to use for a company presentation that will be “This better not make any posted on YouTube. •Larah needs to understand the process and headaches for me trying to go costs for clearing the rights, and then run it by her boss. the legit route.”
  • 11. Answer: Make it Quick. The steps required needed to be minimized as much as possible, even over additional functionality that does not map with expediency in the flow.
  • 12. Persona Research for Social Psychology
  • 13. Assignment: Introduce a Spanish brand’s low-cost online bank into the German market.
  • 14. “Money is a creature of the law. A theory of money must therefore deal with legal history.” - George Knapp German Economist
  • 15. Germans have been negatively influenced by their history of autocratic rule and hyperinflation. The result in banking has been large, institutional corporate banks and credit union retail banks.
  • 16. Imagery used on German banks reflect this by over-emphasizing themselves as established.
  • 17. Answer: Don’t look like a bank. Success will rely on attracting a different audience, born after 1985, without the stigmas and can relate to an online look instead.
  • 18. Persona Research for User Needs
  • 19. Persona Research for User Needs Assignment: Create an online reference tool for employees to learn strategies for investing in their 401k accounts.
  • 20. Finding Patterns in Data Non-Investor Investor “I want my money now” “I want to retire comfortably” “I won’t have enough for now” “I won’t have enough for the future” “What are the benefits “Have I covered all of my bases?” and drawbacks?” “Why should I trust “Will you meet my needs?” you with my money?” “I can take care of myself ” “I want to be well taken care of ”
  • 21. Finding Patterns in Data Non-Investor Investor “I want my money now” Ambitious “I want to retire comfortably” “I won’t have enough for now” Fearful “I won’t have enough for the future” “What are the benefits and drawbacks?” Uninformed “Have I covered all of my bases?” “Why should I trust you with my money?” Skeptical “Will you meet my needs?” “I can take care of myself ” Optimistic “I want to be well taken care of ”
  • 22. Answer: Organize data in a way they can relate to it. The profiles selected from the top reflect one of the five common personality types of skeptical, optimistic, ambitious, etc.
  • 23. Persona Research to Define Motivation
  • 24. Assignment: Increase usage for a user-to-user betting website.
  • 25. Old Target Audience: The Lad • Looking for a little extra cash • Will only bet if they are feel they know the outcome • Will only bet on occasion • Prefer to bet with friends
  • 26. New Target Audience: The Professional • Make a majority of their living from betting • Think they can control the future by what they bet on • Make several bets a day • Prefers to bet with strangers
  • 27. Answer: Give them control. An interface that feeds to the Professional’s desire to “control their future” by providing controls of statistical analysis.
  • 28. Persona Research to Define Audiences
  • 29. Assignment: Update a leading healthcare site to be easier to use and branded in a way to be fresher and uplifting.
  • 30. By surveys and focus groups, we were able to ascertain the main motivations, needs and methods the various audiences use the website. Which of the following features would you be likely to Information about health news Information about my benefits/health plan Information about which drugs are covered by CareOregon Ability to submit forms online Blogs on health and healthy industry topics Live chat/instant messaging with CareOregon staff Feature stories about CareOregon members Information about community events and programs Stories about CareOregon providers Access to support networks for chronic conditions Ability to exchange information with other site visitors Information about CareOregon health plans Tips on staying healthy Educational videos and presentations Discussion boards Other 0 14 28 42 56 70
  • 31. MEMBERS In the last 30 days, how often did you access the Internet? How often do you use the internet to find health-related information?
  • 32. Being a Medicaid and Medicare provider, most members for example, do not have jobs and are accessing the internet from home or only on occasion from alternative sources. MEMBERS library home cell phone no access other work
  • 33. A rich diversity of users was discovered with distinct audience needs.
  • 34. Answer: Reflect the audience. CAREOREGON For For Our Health & Transforming About Contact Members Providers Health Plans Wellness Healthcare Us Us The navigation and design was made to represent each user type for them to easily identify with the CareOregon and their needs.
  • 35. Answer: Reflect the audience. The navigation and design was made to represent each user type for them to easily identify with the CareOregon and their needs.
  • 36. About Perfect Pixels Our background has provided us a unique perspective on meeting brand with user experience, from startups to Fortune 500 companies.
  • 37. Services Our capabilities include top-to-bottom support for our clients - from brand strategy and design to enterprise web development. Brand Strategy Identity Design Usability Testing Online Marketing Video Post Production Information Architecture HTML & Flash Production Web Design Web Development Content Development
  • 42. Thank You. Jason@perfectpixels.com or twitter/perfectpixels