This document describes different types of data room users based on their behaviors and preferences when using an online data room platform. It outlines several categories of users, including data room natives who are very familiar with the system, mobile 24/7 users who access documents anytime from any location, chaotic users who thrive in disorganized systems, bookmarker users who heavily annotate documents with notes, last minute users who procrastinate until deadlines, scrooge users who are reluctant to share, generous users who share too much, old school users hesitant of new technology, and DIY users who prefer to learn systems independently without support.
2. Not every data room user is the same. The behaviour of different
users on the same software can vary tremendously because
individual working techniques, preferences and personalities have
direct impact on the behaviour of users.
3. THE DATA ROOM NATIVE
This type of user knows the data room better
than the back of their hand. They move
through the document index in a confident
and targeted way, and are clearly in their
element. Colleagues often refer to them as
nerds.
4. THE MOBILE 24/7 USER
This type of user is at work when others are
sound asleep. Anytime, anywhere, they are
battling their way through the data room.
They even take a quick look at the latest
documents when tucked up in bed just before
going to sleep.
Being stuck somewhere without an internet
connection is the worst thing that could
possibly happen to a 24/7 user.
5. THE CHAOTIC USER
This type of user lives according to the mantra
"Only the stupid need organization, the genius
controls the chaos" (Einstein). And they
(generally) seems to do this successfully.
Even if the data room appears unstructured to
others, it all makes sense to the chaotic user.
Until, that is, they notice a build-up of
questions in the Q&A section and realise that
not everyone is able to follow their logic and
structure easily.
6. THE BOOKMARKER
As is the case in the real world, this type of
user loves bookmarks in all shapes and
colours. No document is without a sticky note
or two, and the same is true in the online data
room: finding a page without a bookmark is
virtually impossible.
7. LAST MINUTE USER
This type of user is always facing a tight
deadline and feeling rather stressed. True to
the maxim that 80% of the work can be
completed in 20% of the time, the last minute
user is notorious for appearing out of thin air
just before the data room is set to close.
8. THE SCROOGE
This type of user does not like sharing and
only reluctantly lets others have access to
"their" documents, living by the rule of "better
one document too few than one too many".
Questions are preprogrammed.
9. THE GENEROUS USER
This type of user has no issue with making
documents available to others. Quite the
opposite, in fact.
Anything that might be required is put in the
data room, as is everything that is not. At
times, this can drive others to despair as they
trudge through the files.
10. THE OLD SCHOOL USER
This type of user is filled with dread at the
thought of new software and data rooms.
They are extremely reluctant to log in if they
have to deal with overly demanding systems.
However, with a little encouragement and
support, they too can become an adept user.
11. THE DIY USERS
This type of user accepts the challenge and
works their way independently through every
data room. Queries and support hotline are
not part of their vocabulary, instead they
prefer to conquer the mountain alone.