Category Archives: Personas

End Users Are People Too

Companies are finding that the traditional approach of a four-year, one-size-fits-all technology refresh cycle no longer works for today’s tech-charged workforce. For some employees, that cycle is too long and limits their ability to be productive by keeping them from the latest hardware and applications that they’re accustomed to in their personal lives. Other workers are less demanding, and a refresh may arrive years too early for them, resulting in unnecessary system downtime and wasteful spending.

In theory, surveying employees about what technology they use and need to be most productive would result in harmonious unions between people and technologies. However, this ideal scenario breaks down pretty quickly when you consider the time it would take to process that feedback at the enterprise level. And, even if you could, does the user really know best? The average user isn’t going to be able to name every application they’ve interacted with, provide an unbiased portrayal of their system performance, or be willing to disclose their use of Shadow IT. Not to mention that people change job roles and leave companies frequently, which immediately nullifies the project of matching resources to those individuals.

Thankfully, there is a better approach that will allow you to make purchasing and provisioning decisions based on facts rather than user perception. While the basic concept behind this approach may sound familiar to you, the addition of collection and analysis of real user data makes all the difference between a time-intensive effort with minimal returns and an ongoing way of tailoring end-user experience improvements to employee workstyles.

A Personalized Approach to IT

Continuous user segmentation, also known as personas, is a way of grouping users based on their job roles, patterns, behaviors, and technology. Personas provide a meaningful lens for IT to understand what different types of users need to be productive, allowing IT to optimize assets accordingly.

Workspace analytics software for IT automates the segmentation process and continues to assess user characteristics and experiences to update groupings based on quantitative metrics. As a result, once persona groupings are defined, IT can focus on addressing the needs of different groups and let the software do the work of updating the populations within each persona. This functionality is key to any Digital Experience Monitoring strategy.

It Pays to Segment Users Right

Overlooking personas can lead to over- or under-provisioning assets to a job role. This can be costly to a company in several ways. Over-provisioning licenses can be wasteful of a company’s money while under-provisioning can become a nightmare for IT administrators. Under-provisioning encourages users to install their own applications and allows their user profiles to be personally optimized. However, all the miscellaneous applications can burden IT administrators with the multitude of unique problems for each user and application. Applications that users installed might also not be compatible with each other. Additionally, users may use applications not compatible within the workspace, disabling the ease of sharing files.

Optimizing assets for a company with the aid of personas can enable an increase in productivity. With the use of personas, job roles can be catered to uniquely, but with the provisioning remaining consistent. Each job role, based on real user data, can be provisioned unique licenses and applications that cater to their needs. This prevents users from feeling the need to install their own versions of missing applications, ultimately allowing IT administrators to limit any potential application or license errors.

Segmenting Users in Practice

Using common persona categories, a company may have deskbound users who are provisioned with expensive laptops when a desktop would do, or they may have knowledge workers with expensive i7 CPUs when a PC with an i5 or i3 makes more sense. We have also had customers report that they found that their power users needed to be refreshed every year because of the productivity improvement, while their task workers didn’t need a refresh for as long as five years.

Using personas to segment the end-user environment for a targeted refresh allows an enterprise to provide the right end-user device for a given end user based on their CPU consumption, critical application usage, network usage, and other key metrics. The benefits are numerous and include reduced cost, higher end-user productivity, better security, and a device custom-fit to the end user’s needs.

Learn more about Enterprise Personas

Foundations of Success: Digital Experience Monitoring

We’ve all seen the rapid evolution of the workplace; the introduction of personal consumer devices, the massive explosion of SaaS providers, and the gradual blurring of the lines of responsibility for IT have introduced new complications to a role that once had very clearly defined purview. In a previous post, we discussed quantification of user experience as a key metric for success in IT, and, in turn, we introduced a key piece of workspace analytics: Digital Experience Monitoring (DEM).  This raises the question, though, what exactly is DEM about?

At its very heart, DEM is a method of understanding end users’ computing experience and how well IT is enabling them to be productive. This begins with establishing a concept of a user experience score as an underlying KPI for IT. With this score, it’s possible to proactively spot degradation as it occurs, and – perhaps even more importantly – it introduces a method for IT to quantifiably track its impact on the business. With this as a mechanism of accountability, the results of changes and new strategies can be trended and monitored as a benchmark for success.

That measurable success criterion is then a baseline for comparison that threads its way through every aspect of DEM. It also provides a more informed basis for key analytical components that stem from observation of real user behavior, like continuous segmentation of users into personas. By starting with an analysis of how well the current computing environment meets the needs of users, it opens the door to exploring each aspect of their usage: application behaviors, mobility requirements, system resource consumption, and so on. From there users can be assigned into Gartner defined workstyles and roles, creating a mapping of what behaviors can be expected for certain types of users. This leads to more data driven procurement practices, easier budget rationalization, and overall a more successful and satisfied user base.

Pie chart showing the number of critical applications segmented by persona

Taking an active example from a sample analysis, there are only a handful of critical applications per persona. Those applications represent what users spend most of their productive time working on, and therefore have a much larger business impact. Discovery and planning around these critical applications also can dictate how to best provision resources for net new employees that may have a similar job function. This prioritization of business-critical applications based on usage means that proactive management becomes much more clear cut. The experience on systems where users are most active can be focused on with automated analysis and resolution of problems, and this will have the maximum overall impact on improving user experience. In fact, that user experience can then be trended over time to show what the real business impact is of IT problem solving:

Chart showing the user experience trend for an enterprise

Various voices within Lakeside will go through pieces of workspace analytics over the coming months, and we’ll be starting with a more in-depth discussion of DEM. This will touch on several aspects of monitoring and managing the Digital Experience of a user, including the definition of Personas, management of SLAs and IT service quality measurements, and budget rationalization. Throughout, we’ll be exploring the role of IT as an enabler of business productivity, and how the concept of a single user experience score can provide an organization a level of insight into their business-critical resources that wouldn’t otherwise be possible.

Learn more about End User Analytics

Focus on Personas

One area of particular strength in SysTrack’s suite of value added functions is its ability to provide automated EUC Persona insight, aka “End User Segmentation”.  In their research note, “Segment Users by Workspace to Allocate Physical Devices, Digital Tools, Support and Services,” Gartner analyst Federica Troni states:

IT leaders responsible for end-user computing are challenged with determining the right set of tools to maximize user productivity and engagement without duplicating costs and capabilities.

Such a framework helps IT leaders determine the right choices to accommodate diverse user requirements.

Lakeside’s approach to end user segmentation is consistent with and supportive of the process advocated by Gartner.  The granular End User Computing (EUC) data collected, aggregated, and visualized by SysTrack is exactly the kind of data needed to identify user groups within an enterprise who have common device, application, service, connectivity, and support needs.  No longer must IT rely on outdated questionnaires, anecdotal input, and/or educated guesses.  Using real EUC data, collected from actual systems, with real users; the results are accurate, fast, and non-controversial. Thus “data driven” vs “instinct and intuitive” based decisions can drive EUC provisioning, access, and support choices.

This data driven methodology for Persona discovery can pay big dividends.  Proper matches between end users, the devices, applications, and services they use, typically result in:

    • Productivity improvements – Having the “right tool for the job” is an age old adage and is as important in IT as in any other form of work.
      • An over/under provisioned workstation represents waste. Either too much was spent on an over provisioned system or an end user of an under provisioned system can’t effectively do their job.
      • Mismatched application suites to job requirements represent waste. Providing more applications than end users need results in unused licenses, increased support costs, increased workload demands, and an increased risk of application or system conflicts.  Failing to provide appropriate applications to do the job, results in lower end user output.
      • Mobile and BYOD (Bring Your Own Device) initiatives require proper orchestration. Opening an enterprises’ infrastructure to any/all devices the EUC community chooses to use can be a security risk, support nightmare, and connectivity challenge.  A better approach is to understand the work behaviour of all end users and identify where mobile and BYOD adoption is appropriate.


  • Asset optimization – Rather than a “one size fits all’ approach, a proper understanding of the personas within an enterprise can lead to the distribution of end user devices which are appropriate for the job.

In a recent SysTrack assessment at a large auto manufacturer it was determined only 10% of the enterprises’ 25,000 laptops were observed to have been moved from their office location.   This while the average cost of a laptop was $150 more than a desktop and the average failure rate on the laptops were about 10% higher.

In another assessment it was observed that more than 80% of the enterprises’ users were not taking advantage of several of the applications within a suite of applications.  A lower license cost was negotiated with the application suite’s manufacturer based on the historical SysTrack data, this resulted in over $15M in savings for the company.

  • Service Desk Support Optimization – By reviewing “day in the life” data for various personas, an enterprises’ service desk resources can be staffed with appropriate skill sets for the times when needed. Frequently, a “one size fits all” service desk with 7 x 24 coverage is provided for the entire EUC community.  One recent study revealed a client had fewer than 5% of their EUC users accessing any resources after 8pm on Fridays and before 6am on Mondays.  The decision was made to curtail the service desk staffing on weekends and increasing the coverage during normal business hours, resulting in significant cost savings and improved EUC satisfaction, as the response time was improved during the time the service was actually needed.
  • EUC on-boarding optimization – Proper persona and job role identification, documentation, and definitions, provide a very efficient method for on-boarding new employees or changing employee job assignments. An enterprise with fully defined personas and job roles can quickly assign the proper resources (end user device, applications, services, connectivity, etc.) based on the job description of the end user at any point in time.

One customer reported the on-boarding time for new employees was reduced from 8 days to 1 day by properly identifying the various personas and job roles within the organization and automating the on-boarding process to take advantage of the persona insights.

  • Cloud Affinity – Significant savings are being realized by enterprises through adoption of “Cloud” services. SysTrack can identify which enterprise workloads are suited for “The Cloud” and who among the end users are ready to utilize cloud based services.