What you need to know about personas

What you need to know about personas

What you need to know about personas
OXOAK / Content and design

Practical notes

1 min read

What you need to know about personas

Describe needs from interviews, behaviour and tasks, separating observations from assumptions. Avoid deriving preferences from demographic labels alone.

Putting research and validation into practice

Research records tasks and real difficulties rather than visual preference alone. Retain samples, questions and limits to understand where findings apply.

Checking the result

Observe different participants on the same task and record hesitation, misunderstanding and recovery. Repeat after changes to check that the problem improved.

Related practical notes

Digital strategy

Deliver a goal-to-task map, page priorities, metric definitions and a near-term roadmap. Agree the main customer task before deciding the first pages.

Content planning

Deliver a content inventory, titles, summaries, body structure and ownership. Separate explanation, evidence and action and record missing inputs.

Digital transformation

Deliver process maps, data ownership, pilots and staged acceptance. Start with clear, repetitive tasks and retain manual and exception handling.

How to create a digital strategy roadmap

Practical notes

How to create a digital strategy roadmap

Separate current problems, near-term improvements and later experiments, with owners and evidence. Keep the rationale for roadmap changes traceable.

How to create a digital strategy roadmap
OXOAK / Editorial

Practical notes

Practical notes

7 tips for a successful digital roadmap

Practical notes

7 tips for a successful digital roadmap

Give each initiative a user problem, owner, dependencies and acceptance criteria. Plan verifiable stages rather than committing every future idea at once.

7 tips for a successful digital roadmap
OXOAK / Editorial

Practical notes

Practical notes

Are you ready for website personalisation?

Practical notes

Are you ready for website personalisation?

Confirm sufficient content, explainable segmentation and a measurement plan. If every segment receives effectively the same material, improve the base content before adding personalisation.

Are you ready for website personalisation?
OXOAK / Editorial

Practical notes

Practical notes

Sitecore personalisation – where to start

Practical notes

Sitecore personalisation – where to start

Choose a page with sufficient traffic and a clear task, then define segments and fallback content. Make the pilot independently reversible.

Sitecore personalisation – where to start
OXOAK / Editorial

Practical notes

Practical notes

Sitecore personalisation from Day One

Practical notes

Sitecore personalisation from Day One

Complete default content and journeys before evidence-based segmentation. Retain a shared version when data is insufficient.

Sitecore personalisation from Day One
OXOAK / Editorial

Practical notes

Practical notes

Practical notes

Episerver Personalization with persistent anonymous profiles

Separate temporary session preferences from persistent identifiers and provide a reset. Unidentified visitors should not receive content that depends on personal records.

Episerver Personalization with persistent anonymous profiles
OXOAK / Editorial

Practical notes

Practical notes

Is your website a bad customer servant?

Practical notes

Is your website a bad customer servant?

Check pricing context, service conditions, FAQs and contact feedback. Missing self-service information often becomes repetitive support work.

Is your website a bad customer servant?
OXOAK / Editorial

Practical notes

Practical notes