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Ban User Personas in Development & Meet Real People

May 4th, 2010

The usage of user personas as they are built today has to stop.  If you aren’t familiar with the concept that was developed in the mid-90’s….

Personas are fictional characters created to represent the different user types within a targeted demographic, attitude and/or behaviour set that might use a site, brand or product in a similar way. Personas are a tool or method of market segmentation.”

Meet Mort.  He’s 50 years old and he is a rocket scientist.  He’s been married twice with 4 children.  One of the things he does as part of his job is develop applications that connect to embedded devices used to test missile guidance system.  He doesn’t have the time to learn the ins and outs of programming languages so he relies heavily on visual tools and code completion services in the editor to help him write.

It’s too bad I don’t read fiction or I’d probably be better at writing it. Mort doesn’t exist, but to a couple thousand people building software at Microsoft he did.  He was a compelling character that helped drive the features and focus of several teams.  The genius was in the illusion of agreement about Morts character traits. This was a guy everyone wanted to get behind and help succeed at his job.  User personas, as a tool, are used to drive thousands of projects every year in the software industry, but it’s time for a change.

We are now in an era where customer connection is so painfully simple Mort can be replaced with real users.  User personas are not people and you are building something for real people.  Here are some of the issues with the use of this abstraction technique.

  1. You can’t ever ask Mort any questions. Once the persona has been made you can only consult the character sheet… Which only has information you have already collected about this perception of your customers.
  2. Personas are generally built with very little validation. It’s a tool that requires significant resources and dedication to use properly.  It’s rare that someone goes back to customers after interviews were conducted (that assumes there were interviews) to state, reflectively,  “this is who we are building our products for… Does this character speak for you?  My bet is that most people would say no and probably laugh at what they saw written on the character sheet.
  3. Personas allow you to be one step removed from anything real about the product or service you are offering. You get to have lots of meetings, visits, etc designed to facilitate building a persona instead of using those resources to offer a updated product or service based on what you heard… Why do you need the level of separation? Why not speak directly to people about the problems they want you to solve.  This practice is like playing the telephone game with the feedback that could be used to make your offering better. If you have people working for you that aren’t smart enough to draw the right conclusions from real information…. Why do they work at your company?
  4. Timelines. If you have to ship a product in less than a year… you don’t have time to do this properly.  By the time you’ve created agreement about the character traits they are probably outdated.
  5. The Fiction. Everyone loves to participate in creating neat fiction.  It’s fun and it makes it easy to create the illusion of agreement.  By the time the persona gets to an engineer, in an effort to make sure facts don’t get in the way of a good story details may have been omitted and some disparate customers may have been lumped together… Meaning the Frankenstein you created probably doesn’t exist. The people good at solving problems are now doing so with static variables that were set incorrectly.

So now what???

So what’s to be done instead? How should customer traits be aggregated into something that can do some good?

  1. Get real. If you must use personas do yourself a favor and find 5 real people that map directly to a persona.  Make the story about these five people and the challenges they face. Use only real quotes from these customers to rebuild the persona so it’s has a clear foundation in reality. Videos or audio are even more powerful.  Create a library of real data that everyone can read and a way to contact the real people behind the information.
  2. Trust Osmosis. Have a question, transcription, or some feedback delivered to your team every single day. This is only for reading unless there is something that can be done in 15 minutes to reply to the customer.  No big changes need to happen as a result of this feedback.  The big changes will happen over time thanks to the osmosis.   Everyone at your company should be spending 15-30 minutes today at least reading something from a real customer that is using your service.  This creates a personal connection that just can’t be delivered from a fictional character.  People want to know they are building something for other real people and they need to hear, from those people, the kind of positive and negative impact their work is having. Over time the realities will sink in and if larger changes are needed they will feel natural and no one will question these changes since they’ve been reading why they need to be made everyday.
  3. Leverage customer support. These people spend most of their days working with real customers that like your product enough that they didn’t give up at the first sign of problems… They let you know about the issues!!!  Of course you should make sure you solve their problem first, but then you should encourage a real conversation be had.  Rotate a set of 10 questions that you can ask people that contact support about how the software is working well for them.  Record the answers and share it with everyone.  I’m not talking about some canned survey, but open ended questions that would lead to a real 5-10 minute dialog.  This information will add up and you might find that, once you have the customer thinking about the positives they will come back to buy more of what you are selling later on.. If not on the same call.
  4. Make sure customer support is everyones job. Everyone can answer one question a week from a customer.  They don’t have to do it directly, but if you have people employed that can’t answer one customer question a week on their own… Why do they work for you?  When they do it, they get to ask their question and ideally engage in a real conversation with the customer.
  5. Use real data whenever possible. Does the data validate what the customers are telling you? Eye witnesses are the least reliable source of information on a crime seen… If you have real data on the behavior it needs to be put right next to the eye witness report.   If you don’t have numerical data to validate an observation it must be treated as an isolated observation until proven otherwise.

There you have it.  Leave the fictional reading for your vacations and get real with your teams.  If you like writing these stories… Take a class at your local community college, but don’t force fiction on people.  Take it from someone that’s been reformed.  There is no such thing as the ideal customer.  I used to be part of these definitions and seen them used well… But never as well as non-fiction.  Its so easy to engage in real conversations with people today it’s a sin to abstract that information behind fictional characters.

Design, Software

Design for Mobile first and Full Screen Second

March 31st, 2010

image This isn’t a rant about the proliferation of mobile devices and how they are going to do everything except change your cat’s litter box in the future. It’s simply about improving your design chops.

I’ve decided that new feature work should start with a design for a mobile device first.  We’ve been working on mobile stuff for a while now and I’ve realized there is power in the constraints.

  1. You have an easy excuse to cut all those “extra requirements” & the “wouldn’t it be easy/cool if features”… screen size.
  2. You focus on what’s core to the experience in the content column… face it, most of your users aren’t going to read all the crap you put in the sidebar of your sites. They’ve been trained that’s where ads live.
  3. It makes you think twice as hard about any imagery on the page.  The buttons have to be obvious so the user knows what they are going to get and you don’t have room to explain it with text.
  4. Even with wifi and 3g you don’t take page size and bandwidth for granted. Even with wifi the browsers on these devices aren’t as fast as their desktop, native javascript running, counterparts. Minimalistic FTW!
  5. You’ll be done faster and able to communicate the core experience more quickly to others to get feedback about what’s really important.
  6. If you give someone a HUGE blank canvas they freeze with the thought of everything they could do with the space.  Give them a post it note and they can focus on one part at a time.

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When are buttons too close?

December 22nd, 2009

When you can delete a friendship or start a call depending on a slip of a pixel…

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A small reason to like Chrome

December 16th, 2009

It gets your content up higher by default.  Those of you on UI design threads with me at Telligent know that pushing content down is a pet peeve of mine.

IE8

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Chrome

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Same content in 1/2 the wasted pixels with OOTB defaults. 

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Treat existing site members better than new ones

September 30th, 2009

Your ROI may be based on new member registrations, but you can’t forget about treating your existing members better.  They are going to be your strongest advocates. 

Done poorly… Linkedin – Requires new page loads and extra clicks for existing users.

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Done well… Facebook – Login options for existing members right on home page.

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The only tools you need spec software in 2009

January 5th, 2009

image This post highlights the tools you need to be a PM today in order to ideate & define the products & specifications you own.  If you need more than this you are doing it wrong.  The idea is to clearly communicate the goals & intent of your specifications well enough so that your development teams can start their own iterative cycles rapidly.

This list is not intended to cover bug tracking or work item management… if you read my list of grievances you’ll know I don’t have a solution for that yet.

image 0. EvernoteYou aren’t always focusing on the things that you get inspired to do in your daily life.  You need a way to capture that inspiration in an organized fashion so that when the time is right you can start pulling together these inspiration into ideas.   Evernote is a tool that lets you do just that. Hell, there are iPhone & Windows Mobile clients that lets you record voice, picture, or text notes while you are out and about.

image 1. A public wiki – Whatever public means to you… the point is that you shouldn’t be writing novels and you should be sharing ideas early & iterating often.  Word, today, makes it a pain to get feedback on documents, keep them up to date, and invite mass participation.  Publish your goals, feature ideas, user stories, and conceptuals more often and more broadly than you ever thought you should.  Clearly label things as drafts, but don’t be afraid. 

The truth is that, opening the door to collaboration early doesn’t make you look bad… it actually is a tool that can help you get more support.  People are always more bought in on something when they’ve had the opportunity to give you their 2 cents… even if they only had 1 to give.  The second truth is that just publishing something to the wiki doesn’t mean you’ll get hundreds of comments right away.

image 2. Balsamiq – A PM is not a product designer.  I’ve learned that you also shouldn’t pretend to be.  Your goal is to, as efficiently as possible, impart experts with the vision of success you have in your head.  Your “PM-Franken-Comps” need to be developed quickly and also allow for rapid iteration as the stories evolve.  Once you have general agreement you should be turning your ideas over to the real design experts.  Balsamiq is the tool you need for this.  Visio is great, but it’s pricey and typically overkill for what you need. 

image 3. Powerpoint – I’ve only recently seen this used as I’m about to describe, but I think we will see more of it in 2009. There is something powerful in the combination of a tool like Balsamiq & the animated nature of a powerpoint presentation.  Take your Franken-Comps, drag them onto slides, add an animation or two, and present your ideas in story format that mocks a user clicking through your application.  Bonus points for recording a narrated version of your presentation that you publish as a video.   Oh, BTW, it’s also still the best tool for building presentations available today on the market. 

image4. Snagit – The next great thing has been implemented, but something is wrong… or could be better about the UI. You need to capture that quickly, add a note about what needs to be improved, and move on.  Snagit makes that incredibly easy.  Well worth the $49 dollars. In the last year alone I’ve snagged and added notes to over 500 items!

image 5. Paint.Net – This tool is hanging on by a thread for me and, given my resolutions in 2009, will likely get removed for PM work.  It used to be my tool of choice for building out conceptuals, but it’s being squeezed out by Balsamiq, Evernote, & Snagit.  The only thing left I use it for on a regular basis is when I want to demonstrate an idea that’s a combination of 2 or 3 other things layered.  The snagit editor handles layers less elegantly and make it difficult to edit something a bit more detailed.  So, if I want to take a page from CS, and re-order the layout of the page as well as show a new navigation concept I might drag things together here. 

I’m sure everyone has their own favorite toolbox, but this one is mine and I wanted
to share my thoughts. Enjoy!

Design

Don’t cross the streams in online communities

December 3rd, 2008
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There are plenty of good lessons to take away from the following deck by Randy Farmer.

 

To me, a big one was that you can’t cross the streams of content in feeds to the point where you run out of context.  It will be important, as we continue to evolve a users event/activity stream into Inbox 2.0 to separate contexts effectively for users through the use of smart filters that are determined by the users context. 

Design

The power of functional style

September 19th, 2008
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One of the most thrilling aspects of purchasing the 3G iPhone was seeing the size of the power adaptor.  Seriously, having been a Zune/Blackjack user for the last year, it was a relief to find out that the adaptor was lighter & smaller than the actual device… by a large margin.  The design is so good, in fact, that I’m going to continue using it until I can easily get a replacement even at the risk of “electric shock”.  And THAT is how powerful functional design can be.

Apple Recalls All iPhone 3G Power Adapters – ReadWriteWeb

Apple is definitely having a string of bad luck lately. Today, the company announced that it is recalling the power adapters for all iPhone 3Gs sold in the United States, Canada, Japan, and all Latin American countries that use American style plugs. Apparently, the metal prongs on the adapters can break off and remain stuck in the power outlet, creating a serious risk of electric shock.

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More Fun with Users… from Digg

July 11th, 2008

Here are two bits from the user registration process at Digg that makes them a little more human.

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and

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Smile

June 17th, 2008
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I don’t know why, but lately I’m a sucker for things like this…

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