B2B SaaS User Persona Framework · CHAPTER 3 OF 5
Roles, responsibilities, and qualifications
First, Identify the User’s Real Role
Start by identifying the user’s role in the software.
Examples:
RA Lead, RA Junior, QA Manager, QA Reviewer, QA Approver, Lab Analyst, Warehouse Operator, Finance Manager, Admin, Plant Head
The role name tells you what the user is expected to do inside the system.
But the role name is only the starting point.
RA Lead
QA Manager
QA Approver
Admin
Persona 5
Persona 6
RA Juniour
QA Reviewer
Lab Analyst
Plant Head
Persona 1
First, Identify the User’s Real Role
Start by identifying the user’s role in the software.
Examples:
RA Lead, RA Junior, QA Manager, QA Reviewer, QA Approver, Lab Analyst, Warehouse Operator, Finance Manager, Admin, Plant Head
The role name tells you what the user is expected to do inside the system.
But the role name is only the starting point.
RA Lead
QA Manager
QA Approver
Admin
Persona 5
Persona 6
RA Juniour
QA Reviewer
Lab Analyst
Plant Head
Persona 1
Understand the Full Responsibility, Not Just the Software Task
Most software supports only one part of a user’s work.
So you cannot understand the user only by looking at the screens they use.
Understand the Full Responsibility, Not Just the Software Task
Most software supports only one part of a user’s work.
So you cannot understand the user only by looking at the screens they use.
Example
Example
Role and responsibility research helps identify:
Role and responsibility research helps identify:
Understand What the User Knows Before They Use the Product
Every SaaS role has a different level of knowledge.
Some users understand the process well.
Others need more guidance and validation.
Qualification helps designers decide how much support, speed, and control each user needs.
Understand What the User Knows Before They Use the Product
Every SaaS role has a different level of knowledge.
Some users understand the process well.
Others need more guidance and validation.
Qualification helps designers decide how much support, speed, and control each user needs.
Professional Goals Matter More Than Personal Goals
In B2B SaaS, professional goals are more useful for design.
If users want to perform better in their role. They need to work faster, make fewer mistakes, and handle responsibilities with more clarity.
The software should help users perform better in their role.
Professional Goals Matter More Than Personal Goals
In B2B SaaS, professional goals are more useful for design. If users want to perform better in their role. They need to work faster, make fewer mistakes, and handle responsibilities with more clarity.
The software should help users perform better in their role.