Persona by Ethnography

BAYNOTE, part of Kibo Commerce, is an advanced personalization platform powered by conversion optimization, real-time marketing, e-commerce, site search, segment discovery, multi-channel optimization, and merchandising.

Leadership wanted a better understanding of the product’s users, their role in the company, and when/how they use the product online.

  • Industry: Software Technology
  • Website: Baynote.com
  • Role: UX DIrector

Approach

  • Build a product that customers will find delightful.
  • Gather information and get agreement within departments having differences and commonalities.
  • Conduct ethnography research with key customers.
  • Validate questions from leadership.
  • Discover pain points, opportunities, and expectations.
  • Share key findings with leadership and team.

Results

  • Customers continue to rely on Baynote services to manage their personalization which has been provided as a free service. Baynote will pivot and provide a service model to enterprise customers at a fee.
  • The self-service model will continue to exist for smaller and start-up companies, those who cannot afford the high ticket service. Training will be provided for the first 6 months.

Learn, Gather Information


Field Study Interviews and Findings

Interview Plans

  • 10 PSOs – 10 Customers.
  • A series of exercises which begin with an introduction: “Tell Us About Yourself “

UX Exercises

  • A Day in the Life of the Customers
  • Using Personalization Product
  • Favorite Toolkit Maps

Customer Relationship with the Brand

  • There is a strong bond between Baynote’s customers and the brand.
  • Rates an exceptional support team, as evidenced by their high satisfaction ratings.
  • Customers typically assign 1-2 individuals to personalization tasks.
  • Feels that dedicating time to personalization detracts from their real work.

Customer Experience Finding

  • The process of personalization should be effortless and require no additional time.
  • If someone is working on the product, it means there may be an issue with conversions.
  • Desires to receive alerts when something goes wrong
  • More often, customers call on Baynote Customer Service or Solution Architect to troubleshoot the problem.

Empathize with Top 3 Personas