Field Notes · tag

Customer Research

Field Notes exploring Customer Research through evidence, experience and practical design decisions.

Leveraging Personas to Make Better Business Decisions

Research-based personas can connect customer needs with everyday business and product decisions, but many teams leave them unused. This article examines why technical priorities, business goals and delivery pressure can crowd out understanding of real users. It distinguishes assumption-based proto personas from validated research findings and describes the kinds of information that can make a customer story useful. Practical examples include linking personas to user stories, displaying them in shared spaces and creating trading cards. The goal is a recurring customer perspective in decisions, not a decorative deliverable.

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What is Service Design: Part 2 – Journey Mapping

A journey map represents a particular customer's experience across touchpoints, rather than the organization's view of its own process. Using a Cinderella analogy, this article argues that teams must first understand whose needs they are trying to meet. It outlines the ingredients of a useful map: persona, time frame, goals, milestones, activities, thoughts, feelings and touchpoints. The map should identify pain points, opportunities and ownership across organizational boundaries. Research, customer input and validation are essential if it is to represent the customer voice in service decisions.

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What is Service Design: Part 1 - Personas

Personas begin a three-part service-design approach that connects customer understanding, journey maps and service blueprints. This article explains how specific representations of customer groups can help teams make decisions grounded in needs and goals rather than organizational assumptions alone. Their value comes from research and from continued use in everyday conversations. Personas should reflect what the organization currently knows, remain open to revision and help people across the business consider the customer perspective. A persona that becomes an unchanging document on a shelf cannot serve that purpose.

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