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Pivotal Labs
Personas & Data
Daniel Kamerling
as a company grows, the number of users increases
this often results in a decline in the clarity of personas
Time
Users
Personas
Data
Startup
Enterprise
x10 interviews!
x1M transactions!
Impact of Scale
A persona might look like this...
Laura
Quote: I want to stay connected
to my friends back home.
About: A sophomore at an out-of-
state college where she is
studying molecular biology on a
football scholarship.
Likes: Starbucks, pre-med
classes, the smell of fresh grass
Pain Points: Constantly juggling
her schedule, friends are too far
for a bus and a plane is too
expensive.
...while the data looks like this.
SELECT
first_name,
last_name
FROM
people_massachusetts
WHERE
hair_color = "red"
OR hair_color = brown
AND
birth_date BETWEEN '2003-01-01'
AND '2014-12-31'
ORDER BY
last_name
LIMIT
100
;
id First Last Color $ Birth Date
40100 Zach Aaronson Red $139 2004-07-21
40101 Melody Bronson Red $47 2005-08-01
40102 Ankur Cole Brown $52 2003-11-17
40114 Simon Dreer Red $201 2006-04-18
40115 Chelsea Effingham Brown $25 2003-10-09
40116 Xavier Gondor Brown $76 2007-05-29
40203 Jean Jones Brown $143 2004-03-20
40204 Paul Jones Red $12 2008-01-02
40205 Peter Smith Brown NO 2005-06-12
40206 Mary Smith Red NO 2003-05-17
How do we scale insight from personas
and act upon data from users?
Persona Informed Segmentation
A persona informed data feedback loop
Research  Personas  Features  Launch  Data  Segmentation
The gap between research and reality prompts the questions that
seed the next iteration of user centered design.

Product
LETS DO A CASE STUDY!
Personas
Lynda - New Chef
Cook times < 30min
Simple recipes
Healthy ingredients
Jamie - Family Chef
Prefers crock pot
Large dishes (pasta, etc)
Simple ingredients
Tyson - Hobby Chef
Quality > Time
Complex recipes
Exotic ingredients
Product Launch!


click

click, click

click, click, click,
click, click, click,
click, click, click,
click, click, click,
QUESTION
Who is using our website?
How do they compare to our personas?
What do we build next???
ANSWER
Check the data.
Birthday, saved recipes, viewed recipes, log-in
frequency, # of comments, subscriptions, social media
shares, etc
1. Correlation
Recipes < 30 min
Chicken
Age 35-55
Post to Facebook
>5 saved
Blue = Positively Correlated
Orange = Negatively Correlated
Thickness = Strength of Correlation
Select a set of factors from the data that are important to understanding the users
Data S1 S2 S3
Recipe Cook Time 0.26 0.24 -0.33
Veggie <--> Meat -0.28 -0.08 -0.06
Posting 0.09 0.57 0.39
Saved Recipes -0.15 -0.45 -0.23
2. Modeling
Important factors
 Difficult
 Posting
 Age 35 to 55
...segments represented by all data points.
Only consider the most significant correlations
Via math transformation we can obtain...
Data Model
S1 S2...S11 S12
Cook Time
< 30 min
Very Few
Log-ins
Kale LOTS of
Comments
Shares on
Facebook
Easy
Recipes
3. Significance
Not all segments are meaningful
WTF?!?Might be
Lynda???
Representative
Segments
Product Management - Personas + Data
Persona-User Gap Analysis
compare attributes of personas gathered during design
with factors of segments gathered from usage data
Lynda - New Chef
Cook times < 30min
Simple recipes
Healthy ingredients
Jamie - Family Chef
Prefers crock pot
Large dishes (pasta, etc)
Simple ingredients
Tyson - Hobby Chef
Quality > Time
Complex recipes
Exotic ingredients
S1 - I <3 Salad
Cook times < 30min
Kale in most dishes
Shares on Facebook
S2 - On the Go
Only views on mobile
Never saves recipes
Doubles # of servings
S3 - Aspirational
Views difficult recipes but
doesnt save them
Highly active on forums
Looks good! Lets add
more salads and
increase our Facebook
advertising budget.
Is this engagement
healthy? Maybe we need
better instructions or to
add videos?
What is going on
here???
Personas Segments Insights
Results
Gaps provide a conversation starter for future research
This is NOT reflect on the quality of personas
This IS a tool for testing, feedback, and constant iteration
RECIPE
PERSONAS INSTRUMENTATIONREGISTRATION MODELING
SYNTHESIS &
GAP ANALYSIS
TAKEAWAY
Questions to ask during an engagement:
What data is important?
What data are we collecting?
How do we analyze the data?
What do we do with the data?
THANK YOU
DANIEL KAMERLING
dkamerling@pivotal.io
TAKEAWAY - DETAILS
P D
E DS
Understand and communicate the value
of targeting for the product
Leverage the roadmap to create design
/ data feedback loops
Inform the team early about what is
important to track
Leverage the team to help you find
users and interesting behaviors
Instrument all the things!
Incorporate the concept of user type
for routing where appropriate for testing
and user flow
Recommend models for performing
segmentation
Think ahead about design for real-time
prediction
How do we identify personas
when we dont even know where to start?
Segment first to narrow the field.
K-FACTOR & DENDROGRAMS
Dont try this at home!
Ask a friendly, neighborhood Data Scientist for help =)

More Related Content

Product Management - Personas + Data

  • 1. Pivotal Labs Personas & Data Daniel Kamerling
  • 2. as a company grows, the number of users increases this often results in a decline in the clarity of personas
  • 4. A persona might look like this... Laura Quote: I want to stay connected to my friends back home. About: A sophomore at an out-of- state college where she is studying molecular biology on a football scholarship. Likes: Starbucks, pre-med classes, the smell of fresh grass Pain Points: Constantly juggling her schedule, friends are too far for a bus and a plane is too expensive.
  • 5. ...while the data looks like this. SELECT first_name, last_name FROM people_massachusetts WHERE hair_color = "red" OR hair_color = brown AND birth_date BETWEEN '2003-01-01' AND '2014-12-31' ORDER BY last_name LIMIT 100 ; id First Last Color $ Birth Date 40100 Zach Aaronson Red $139 2004-07-21 40101 Melody Bronson Red $47 2005-08-01 40102 Ankur Cole Brown $52 2003-11-17 40114 Simon Dreer Red $201 2006-04-18 40115 Chelsea Effingham Brown $25 2003-10-09 40116 Xavier Gondor Brown $76 2007-05-29 40203 Jean Jones Brown $143 2004-03-20 40204 Paul Jones Red $12 2008-01-02 40205 Peter Smith Brown NO 2005-06-12 40206 Mary Smith Red NO 2003-05-17
  • 6. How do we scale insight from personas and act upon data from users?
  • 7. Persona Informed Segmentation A persona informed data feedback loop Research Personas Features Launch Data Segmentation The gap between research and reality prompts the questions that seed the next iteration of user centered design. Product
  • 8. LETS DO A CASE STUDY!
  • 9. Personas Lynda - New Chef Cook times < 30min Simple recipes Healthy ingredients Jamie - Family Chef Prefers crock pot Large dishes (pasta, etc) Simple ingredients Tyson - Hobby Chef Quality > Time Complex recipes Exotic ingredients
  • 10. Product Launch! click click, click click, click, click, click, click, click, click, click, click, click, click, click,
  • 11. QUESTION Who is using our website? How do they compare to our personas? What do we build next???
  • 12. ANSWER Check the data. Birthday, saved recipes, viewed recipes, log-in frequency, # of comments, subscriptions, social media shares, etc
  • 13. 1. Correlation Recipes < 30 min Chicken Age 35-55 Post to Facebook >5 saved Blue = Positively Correlated Orange = Negatively Correlated Thickness = Strength of Correlation Select a set of factors from the data that are important to understanding the users
  • 14. Data S1 S2 S3 Recipe Cook Time 0.26 0.24 -0.33 Veggie <--> Meat -0.28 -0.08 -0.06 Posting 0.09 0.57 0.39 Saved Recipes -0.15 -0.45 -0.23 2. Modeling Important factors Difficult Posting Age 35 to 55 ...segments represented by all data points. Only consider the most significant correlations Via math transformation we can obtain... Data Model
  • 15. S1 S2...S11 S12 Cook Time < 30 min Very Few Log-ins Kale LOTS of Comments Shares on Facebook Easy Recipes 3. Significance Not all segments are meaningful WTF?!?Might be Lynda??? Representative Segments
  • 17. Persona-User Gap Analysis compare attributes of personas gathered during design with factors of segments gathered from usage data
  • 18. Lynda - New Chef Cook times < 30min Simple recipes Healthy ingredients Jamie - Family Chef Prefers crock pot Large dishes (pasta, etc) Simple ingredients Tyson - Hobby Chef Quality > Time Complex recipes Exotic ingredients S1 - I <3 Salad Cook times < 30min Kale in most dishes Shares on Facebook S2 - On the Go Only views on mobile Never saves recipes Doubles # of servings S3 - Aspirational Views difficult recipes but doesnt save them Highly active on forums Looks good! Lets add more salads and increase our Facebook advertising budget. Is this engagement healthy? Maybe we need better instructions or to add videos? What is going on here??? Personas Segments Insights
  • 19. Results Gaps provide a conversation starter for future research This is NOT reflect on the quality of personas This IS a tool for testing, feedback, and constant iteration
  • 21. TAKEAWAY Questions to ask during an engagement: What data is important? What data are we collecting? How do we analyze the data? What do we do with the data?
  • 23. TAKEAWAY - DETAILS P D E DS Understand and communicate the value of targeting for the product Leverage the roadmap to create design / data feedback loops Inform the team early about what is important to track Leverage the team to help you find users and interesting behaviors Instrument all the things! Incorporate the concept of user type for routing where appropriate for testing and user flow Recommend models for performing segmentation Think ahead about design for real-time prediction
  • 24. How do we identify personas when we dont even know where to start? Segment first to narrow the field.
  • 25. K-FACTOR & DENDROGRAMS Dont try this at home! Ask a friendly, neighborhood Data Scientist for help =)