After starting at OpenGamma as their sole designer, I was keen to understand our customers goals, needs & challenges. Unfortunately, I had no access to our customers (or people like our customers). So, instead, I leveraged the knowledge of the team (particularly those who interacted with our customers) to create provisional or ad-hoc personas.
Over a two-day period, I ran workshops to draw out the known behaviours of our customers, segment them and prioritise the segments. After documenting the segments, I worked with the team to prioritise, understand and capture the tasks that they performed.
These artifacts were used to establish a shared understanding of whom our customers were, and what they needed our system to do. The artifacts also served as a reference for design inspiration throughout my tenure.
My contributions to this project:
- Workshop design & facilitation
- Creation of artifacts
- Presentation to team