43
Giving Personas a life of their own Michael Morgan Senior Manager, User Experience Research UXPA2013 @WalmartLabs Kelly Braun Senior Director User Insights & Analy

Giving Personas a Life of Their Own

Embed Size (px)

DESCRIPTION

UXPA 2013 Annual Conference Thursday July 11, 2013 11:00 am - 12:00pm ET by Kelly Braun, Michael Morgan How can we leverage Personas to be an integrated part of a customer-centered corporate culture? In this presentation we will share the methods we used to create personas at Walmart as well as lessons we learned integrating Personas into the product development lifecycle. We will share materials based on a sample Persona created specifically for this conference. (The actual Walmart Personas are confidential and cannot be shared). After this presentation you will have a greater understanding of how to create your own Personas, leverage them as a program, and integrate them into your company culture.

Citation preview

Page 1: Giving Personas a Life of Their Own

Giving Personas a life of their own

Michael MorganSenior Manager, User Experience Research

UXPA2013

@WalmartLabs

Kelly BraunSenior DirectorUser Insights & Analytics

Page 2: Giving Personas a Life of Their Own

Our challenge: Understand the Walmart.com customer

●Lots of data on Walmart stores– 100,000,000 people shop in a Walmart every week

●Fiscal 2013 Walmart had net sales of $446 B

●Fiscal 2014 Walmart.com projected at $9 B

●Most Walmart.com shoppers also shop in Walmart stores

Who is the Walmart.com shopper?

How do we design for her?

@WalmartLabs: User Insights & Analytics 2

Page 3: Giving Personas a Life of Their Own

@WalmartLabs: User Insights & Analytics 3

Page 4: Giving Personas a Life of Their Own

History of Walmart.com

@WalmartLabs: User Insights & Analytics 4

Page 5: Giving Personas a Life of Their Own

Who is not a typical Walmart.com shopper?

@WalmartLabs: User Insights & Analytics 5

Page 6: Giving Personas a Life of Their Own

You are not the customer!

@WalmartLabs: User Insights & Analytics 6

Page 7: Giving Personas a Life of Their Own

Image Source: http://www.avsinc.net/imgs/pictures/usgbc-medium-conference-room-large.jpg

Drinks CoffeeLoves Cats

Previous attempts

@WalmartLabs: User Insights & Analytics 7

Page 8: Giving Personas a Life of Their Own

Personas

Vendors

Research Team

UX Design Team

Executive Stakeholders

Training Dept

Data

Buy In

Training Materials

@WalmartLabs: User Insights & Analytics 8

Page 9: Giving Personas a Life of Their Own

Base Personas on Data

Personas

Research Team

UX Design Team

Executive Stakeholders

Training Dept

Data

Buy In

Training Materials

@WalmartLabs: User Insights & Analytics 9

Page 10: Giving Personas a Life of Their Own

Provide a data rich view of online shoppers thatwill enable teams to make more

informed decisions about designing for Walmart.com.

@WalmartLabs: User Insights & Analytics 10

Page 11: Giving Personas a Life of Their Own

Data, data, data

●Mined multiple sources for existing data– Store customer data from HQ Consumer Insights team.– Ethnographic research conducted to inform Mobile product

development.– “Customer Pain Point” data

• Site “health” benchmarking studies• OpinionLab data

●New research was conducted– Attitudes and Usage survey– Customer Interviews (field and remote)

@WalmartLabs: User Insights & Analytics 11

Page 12: Giving Personas a Life of Their Own

Attitudes and Usage Survey

●2229 online shoppers.

●Blind study, data also gathered on various competitors.

●Multivariate, factor analysis.

●Cluster analysis produced 5 segments.

●Data collection and analysis done by:

@WalmartLabs: User Insights & Analytics 12

Page 13: Giving Personas a Life of Their Own

Customer Interviews

●32 customer interviews conducted by BellaVia Research

● Interviews conducted nationwide:– NY, IL, AZ, OH, TX, NM, WY, UT, LA, GA, NC

●Blind study

●Half before Holiday / half during Holiday– Including Black Friday and Cyber Monday

Page 14: Giving Personas a Life of Their Own

Persona Creation

Videos

Cross Tabs

Segmentation

Transcripts

Charts

@WalmartLabs: User Insights & Analytics

Melding multiple sources of data into a cohesive story

14

Page 15: Giving Personas a Life of Their Own

Organizing the data

@WalmartLabs: User Insights & Analytics 15

Page 16: Giving Personas a Life of Their Own

6 Personas

Image Source: http://www.docstoc.com/docs/67801242/segmentation@WalmartLabs: User Insights & Analytics

3 Primary Personas 3 Secondary Personas

16

Page 17: Giving Personas a Life of Their Own

Persona Material Creation Process

Personas

Research Team

UX Design Team

Executive Stakeholders

Training Dept

Data

Buy In

Training Materials

@WalmartLabs: User Insights & Analytics 17

Page 18: Giving Personas a Life of Their Own

Image Source: http://www.21stcentech.com/wp-content/uploads/2011/10/maslow.jpg

?Drinks CoffeeLoves Cats

@WalmartLabs: User Insights & Analytics 18

Page 19: Giving Personas a Life of Their Own

Rough Sketches

@WalmartLabs: User Insights & Analytics 19

Page 20: Giving Personas a Life of Their Own

Final Visual Summary Statement

Demographics

Hierarchy of Needs

Personal Quote

Summary of Attitudes and Behaviors

@WalmartLabs: User Insights & Analytics 20

Page 21: Giving Personas a Life of Their Own

Delights and Disappointments

Channel and Phase of Shopping

Use Case

Final Visual

@WalmartLabs: User Insights & Analytics 21

Page 22: Giving Personas a Life of Their Own

Persona Novellas

@WalmartLabs: User Insights & Analytics 22

Page 23: Giving Personas a Life of Their Own

Buy In

Personas

Research Team

UX Design Team

Executive Stakeholders

Training Dept

Data

Buy In

Training Materials

@WalmartLabs: User Insights & Analytics 23

Page 24: Giving Personas a Life of Their Own

Getting buy in along the way

●Within your organization

●External organizations

●Execs

@WalmartLabs: User Insights & Analytics 24

Week of: May 14 May 30 June 4 June 11 June 18 June 25

Personas Final ContentPersonas Final Content

Apply visual designApply visual design

Final Persona ApprovalFinal Persona Approval

Build in the time as part of your plan!

Page 25: Giving Personas a Life of Their Own

What is important to each stakeholder?

●Within the User Experience organization– Budget and Researcher time.– High quality data and rigorous analysis.– High quality final deliverables.– Stories: easy to consume knowledge about our customers. – Reference tool that can be used in all phases of the product

development lifecycle.

@WalmartLabs: User Insights & Analytics 25

Page 26: Giving Personas a Life of Their Own

What is important to each stakeholder?

●Within Product Development organization– How will Personas help us go faster during design and

development?

@WalmartLabs: User Insights & Analytics 26

Page 27: Giving Personas a Life of Their Own

What is important to each stakeholder?

●Within Marketing and other Research organizations– No “turf” wars: Personas are NOT a marketing tool.– They want their opinions are heard. Chance to give feedback.– High quality data and rigorous analysis.– “Feels” right.

@WalmartLabs: User Insights & Analytics 27

Page 28: Giving Personas a Life of Their Own

What is important to each stakeholder?

●Walmart.com President and Executive Council– Do these “feel” right?– Does the data support this?– Will we make the right decisions?

●Evidence of due diligence

●Support from other Execs

@WalmartLabs: User Insights & Analytics 28

Page 29: Giving Personas a Life of Their Own

4 Steps

Personas

Vendors

Research Team

UX Design Team

Executive Stakeholders

Training Dept

Data

Buy In

Training Materials

@WalmartLabs: User Insights & Analytics 29

Page 30: Giving Personas a Life of Their Own

Training Phase 1

Image Source: http://www.uxmatters.com/mt/archives/2007/05/sharing-ownership-of-ux.php@WalmartLabs: User Insights & Analytics 3

0

Page 31: Giving Personas a Life of Their Own

Training Phase 1

High Level Summary

@WalmartLabs: User Insights & Analytics 31

Page 32: Giving Personas a Life of Their Own

Training

User Experience and Product Management Training

Tips• Introduction • Provide high level overview of main points• Group exercise

@WalmartLabs: User Insights & Analytics 32

Page 33: Giving Personas a Life of Their Own

Training Phase 2

Deep dive

Tips

• Figure out your consumers

• Tailor the content to those people

@WalmartLabs: User Insights & Analytics 33

Page 34: Giving Personas a Life of Their Own

@WalmartLabs: User Insights & Analytics 34

Page 35: Giving Personas a Life of Their Own

Image Source: http://www.innovationinpractice.com/innovation_in_practice/2010/05/the-voice-of-serendipity.html@WalmartLabs: User Insights & Analytics 3

5

Page 36: Giving Personas a Life of Their Own

Company-wide Training

Image Source: http://www.bluetunadocs.com/onlineCMS/userfiles/BlueTuna/NewEmployee.jpg

“I happen to like them.  Anything to humanize the blinking lights on our servers and numbers in our spreadsheets is good for creative marketing.” – VP of Marketing

@WalmartLabs: User Insights & Analytics 36

Page 37: Giving Personas a Life of Their Own

Company-wide Training

Image Source: http://blog.smashfly.com/2012/02/28/switching-recruiting-technologies-3-ways-to-encourage-employee-buy-in/Image Source: http://content.arma.org/imm/July-August2012/garpseriesgettingbuyin.aspx; http://www.homemasterbuilders.com/images/commitment.jpg

Summary Statement

Demographics

Hierarchy of Needs

Personal Quote

Summary of Shopping Behaviors

@WalmartLabs: User Insights & Analytics 37

Page 38: Giving Personas a Life of Their Own

Company-wide Training

Delights and Disappointments

Channel and Phase of Shopping

Specific Attitudes and Behaviors

@WalmartLabs: User Insights & Analytics 38

Page 39: Giving Personas a Life of Their Own

Company-wide Training

@WalmartLabs: User Insights & Analytics 39

Page 40: Giving Personas a Life of Their Own

Company-wide Training

@WalmartLabs: User Insights & Analytics 40

Page 41: Giving Personas a Life of Their Own

Company-wide Training

@WalmartLabs: User Insights & Analytics 41

Page 42: Giving Personas a Life of Their Own

Personas

Vendors

Research Team

UX Design Team

Executive Stakeholders

Training Dept

Data

Buy In

Training Materials

@WalmartLabs: User Insights & Analytics 42

Page 43: Giving Personas a Life of Their Own

Questions

@WalmartLabs: User Insights & Analytics 43