By interviewing stakeholders we created user personas for users of all skillsets and company sizes ranked as an A, B, C, D, or E level client . We focused on B/C level users and discussed their roles within the company as well as lifestyle, family life, age group, importance. We really tried to put ourselves in the shoes of the user. Our users had various responsibilities associated with marketing, sales admin, sales rep, C-suite and data analyst roles. They all have different reasons for accessing the software.
We held focus groups and interview users individually most active in the software. The focus groups included specific questions aimed at gathering data surrounding pain points and needs. User interviews included questions about day-to-day operations, lifestyle and background as well as functionality needs and wants.