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User personas
Alessio Bianchetti edited this page Jan 6, 2025
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1 revision
Here are potential user personas, focusing on the various stakeholders who would use the platform:
Name: Alice Torres
Role: Entry-Level Marketing Associate
Goals:
- Quickly complete the onboarding process to become productive in her role.
- Understand company policies, tools, and workflows.
- Gain confidence in her abilities through training modules.
Pain Points:
- Overwhelmed by new systems, policies, and tools.
- Wants clear guidance and progress tracking.
- Prefers concise, engaging content (videos, interactive guides).
Needs:
- Easy access to onboarding tasks and training modules.
- Progress tracker to know what’s left to complete.
- Certificates or recognitions for completed training.
Name: Ryan Cooper
Role: Team Lead - Sales
Goals:
- Ensure team members complete their onboarding and training.
- Track team progress to identify gaps or delays.
- Provide feedback or additional guidance when needed.
Pain Points:
- Time-consuming to manually monitor team progress.
- Wants a centralized view of team performance.
- Needs tools to intervene and assist struggling employees.
Needs:
- Dashboard to view team progress and task statuses.
- Ability to send reminders or provide feedback.
- Access to training content to mentor effectively.
Name: Priya Sharma
Role: HR Manager
Goals:
- Create and assign onboarding tasks and training modules.
- Track overall organizational compliance and completion rates.
- Maintain up-to-date resources and training materials.
Pain Points:
- Juggling multiple roles and tasks simultaneously.
- Difficulty identifying bottlenecks in onboarding or training.
- Wants a seamless way to update resources and tasks.
Needs:
- Intuitive task/module creation tools with templates.
- Analytics dashboard for company-wide progress tracking.
- Automated reminders for overdue tasks.
Name: John Lee
Role: IT Administrator
Goals:
- Ensure the app runs smoothly across devices and platforms.
- Support employees facing technical issues.
- Maintain data privacy and security compliance.
Pain Points:
- Troubleshooting issues across platforms (web, mobile, desktop).
- Addressing last-minute support requests.
- Ensuring app updates don’t disrupt ongoing tasks.
Needs:
- Access to technical logs or error reports.
- Tools to resolve or escalate user issues.
- Backend access for managing permissions and roles.
Name: Maria Gonzales
Role: Senior Engineer
Goals:
- Access updated training content to stay current in her field.
- Complete advanced certifications for career growth.
- Provide feedback on onboarding tasks for new employees.
Pain Points:
- Finds basic onboarding content irrelevant to her role.
- Wants advanced, role-specific training.
- Needs flexibility to complete training at her own pace.
Needs:
- Role-specific content that builds on her existing knowledge.
- Options to revisit completed modules for future reference.
- Tools to provide feedback on training content.
Name: Laura Smith
Role: COO
Goals:
- Monitor overall efficiency of the onboarding process.
- Evaluate the effectiveness of training programs.
- Use analytics to guide future onboarding strategies.
Pain Points:
- Lack of visibility into detailed onboarding statistics.
- Wants high-level summaries but also detailed reports on demand.
- Concerned about scaling onboarding for a growing workforce.
Needs:
- Comprehensive analytics with exportable reports.
- Insights into task/module completion rates and trends.
- Assurance that onboarding aligns with business goals.
Persona | Key Screens | Main Features |
---|---|---|
New Employee | Dashboard, Onboarding Task List, Training Modules | Progress tracker, easy-to-follow task flows, certificates. |
Team Lead | Dashboard, Admin Dashboard, Progress Tracking | Team progress overview, ability to send reminders, feedback options. |
HR Manager | Admin Dashboard, Task/Module Creation | Task creation tools, organization-wide analytics, overdue task notifications. |
IT Administrator | Settings, Help & Support | Logs for debugging, issue escalation tools, and technical resource access. |
Experienced Employee | Dashboard, Training Modules, Resource Library | Advanced training content, certification records, feedback on outdated tasks/modules. |
Executive Stakeholder | Admin Dashboard, Progress Tracking | High-level analytics, custom reporting tools, and strategic insights into onboarding and training data. |