Marie-Liesse de Solages
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Edenred · Research & facilitation

Workshops & Personas

A persona is mostly there to tell you what makes people close the door. Three parts of my work at Edenred: the personas and the workshop that opened the Deals feature, with the table that ruled one profile out of scope; the rituals that pace the team’s week; and the accessibility training I built for the designers and the product managers.

RoleProduct designer · facilitation
ContextEdenred
Part 1Personas & workshop
Part 2Team rituals
Part 3Accessibility

A board like this doesn’t fill itself. Here’s how I go about it.

Part 1 · Research & workshop

The Deals project

Deals started from a simple idea. A restaurant owner creates a promotion, it shows up in the app where employees look for lunch and he fills his tables in the quiet hours. Between him and that promotion sits a portal he only opens to download his invoices.

On paper, we already knew everything about them. What was missing was faces. I went back through the documentation we had and ran the benchmark. Out of that I built three profiles, and the workshop exercises around them. For each one I looked less at what they want than at what makes them close the door.

Three restaurant owners, three ways of saying no

Persona 1

Dimitar

The ultra pragmatic

Solo restaurant owner, thirty-five years in the trade, four employees. Does his own accounts.

“If I don’t need it, why would I do it?”

What would move him

  • Someone close he trusts, showing him
  • Another restaurant owner vouching for it
  • A deal already set up, ready to switch on

What shuts him down

  • The word “guidance”
  • A five-step tutorial he didn’t ask for
  • “We’ll help you run things better”
Dimitar’s full sheet
Dimitar’s persona sheet: business goals, tools and habits, daily pains, deeper needs, and his relationship to deals in six blocks
Persona 2

Maria

The informed manager

Runs a restaurant, came from another industry. Her accountant often logs in for her.

“I don’t want to look like an idiot.”

What would move her

  • Her accountant, if he backs the idea
  • A figure compared to her own sector
  • A turnkey deal, result shown up front

What shuts her down

  • Technical vocabulary
  • An error waiting to happen, unannounced
  • The “let us explain” tone
Maria’s full sheet
Maria’s persona sheet: business goals, tools and habits, daily pains, deeper needs, and her relationship to deals in six blocks
Persona 3

Elena

The data-driven one

Several places, a structured network. Tracks her numbers every day.

“I already have tools that do this, what are you bringing me on top?”

What would move her

  • Data she has nowhere else
  • Access before everyone else
  • Detailed figures after the deal

What shuts her down

  • Any teaching posture
  • Being treated like everyone else
  • Less detail than her current tools
Elena’s full sheet
Elena’s persona sheet: business goals, tools and habits, daily pains, deeper needs, and her relationship to deals in six blocks

The sort: not everyone was the target

Before designing anything I set three conditions a merchant had to meet to create a deal and I ticked them off profile by profile. Only two met them, and only partly. Dimitar met none of them: he left the workshop’s scope without leaving the research.

The three conditions for creating a deal, ticked for personas 2 and 3
The condition to meet Persona 2Maria Persona 3Elena
Sees Edenred as a business partner, not just a payment method If supported Almost
Sees the Edenred+ app as a customer acquisition channel No Yes
Is proactive on a platform she uses a few times a year If guided Yes
Ready to create deals? Under conditions Yes, but…

acquired possible under conditions blocked

Maria, guide her step by step

She takes the step if the interface tells her what to do and proves the gain. What was left to settle: what “worth it” actually means to her.

Elena, don’t disappoint her

The most mature target to start with and the most demanding. A half-baked setup makes her leave for good.

“I accept Edenred because my customers use it” has to become “I use Edenred to generate business” The shift to obtain before adding any feature at all

A two half-day workshop to find out what to build

That table produced the question for the session: where and how do we make Edenred’s commercial value visible before asking a merchant to create a deal?

The workshop brought two teams of three together over two half-days, with an outcome set from the start: three testable hypotheses and a handful of ideas precise enough to prototype.

10 min

The context and the objectives

Set out the problem, the scope and what we expect from the session. It’s the only moment I talk for long.

30 min

Understand

Everything we already knew, on the table before thinking. Everyone reads, nobody proposes anything yet.

  • Merchant segmentation
  • Interview synthesis
  • Retail media
  • Benchmark
45 min

Frame

The business framing, then the problems rewritten as How Might We, clustered by theme and voted on. We keep three.

Imagine

The ideas and the sketches

The personas read out loud, then ideas in bulk. Crazy 8’s come last, by hand on folded paper.

The whole workshop board: agenda, context and objectives, the understanding phase with its sources, the framing, then the ideation with the personas and the Crazy 8’s
The session board, from the agenda to the sketches. Every block of the agenda has its column.

The boards · made beforehand

Every exercise has its board: the instructions, the timing, examples to get going and an example of a bad answer next to the good one. Everything is ready before the session.

Two benchmark boards: a competitor’s advertising campaign creation journey screen by screen, and its deals as a user sees them, with the takeaways noted beside
One example: Deliveroo’s advertising offers on the restaurant owner’s side and its deals as a user sees them.

The production · two teams, two personas

One team on Maria, the other on Elena. The two piles of ideas have nothing in common: what reassures Maria irritates Elena.

The ideation board: the two personas at the head of each section, and for each one three registers of sticky notes, what holds them back, what pushes them to act, what makes them come back, then the column of selected ideas
Each team starts from its persona and fills three registers: what holds them back, what pushes them to act, what makes them come back.
The Crazy 8’s board: the instructions for folding the sheet, then each participant’s paper sketches photographed, and the screens that came out of them
Crazy 8’s: eight minutes, eight boxes, then the vote. The paper sketches and the screens that came out of them.

The outcome · the ideas that won the vote

  1. The campaign previewSeeing what the deal will look like in the app before publishing it.
  2. Deals from comparable restaurantsWhat similar or competing places are running and their results.
  3. The gain estimated before activationA range of extra covers shown before confirming.
  4. Data she has nowhere elseGeolocated users around the restaurant, looking for lunch.
Part 2 · The team’s rituals

What comes back every week

Regular meetings shape the team’s work. I ran or equipped them the same way: a board, instructions and a place set aside for each kind of remark.

The design critique, showing before it’s finished

Once a week someone puts their screen on the wall and the team looks at it. The board first asks what is being shared, where it stands (exploration, iteration, ready to ship) and what kind of feedback is wanted. Only then does the feedback arrive and it falls into three separate columns.

❓ The questions

What we don’t understand. We ask before we judge, which settles half the disagreements.

😍 What works

What has to stay. Without this column only the problems stick and we break what was fine.

💡 The leads

An idea, not an instruction. The designer stays in charge of the screen and decides afterwards.

The design critique of the Invoices page: the agenda and status sheet on the left, five screens under review, and under each one its three columns of sticky notes
The Invoices page, five screens reviewed. Three columns of sticky notes under each one.

The kick-off, agreeing before we start

When a subject starts, one session exists so that everyone leaves with the same version of the facts. This one opened the payment page redesign. Six blocks in this order. We don’t move on until the previous one is filled.

The goal

What we must have on the way out: the deliverables, agreement on the problem, the scope, the method, the schedule and the roles.

A · Why now

What makes the subject urgent. The people who carry it are the ones who fill this block.

B · The state of play

What we already know: the current journey annotated, the use cases, the data available and what we don’t know yet.

C · Scope & approach

What we touch, what we don’t touch and the various phases of work with their deliverables.

D · Roles

Who decides, who produces, who signs off.

E · Recap & next step

The questions left open and the date of the next check-in.

The redesigned payment flow: three parallel scenarios, normal login, landing on the invoice list, landing on a single invoice, each running through to the choice of payment method
The journey redone with its three ways in: normal login, link to the list, link to the invoice.
Part 3 · The training

Training the team in accessibility

I took a two-day accessibility course and found it useful enough not to keep it to myself. I turned it into a one-hour session, open to anyone who wanted to come, and I built the whole deck. About fifty of us were in the room: designers, product managers, developers, every product role.

Condensing two days into one hour forces you to choose. I kept five parts: disabilities themselves, what has to be checked, how to install it in an organisation, then testing and auditing. Each board is a map you walk through on screen, with live demonstrations on real websites.

The session ends on tooling rather than on principles: the extensions to install in the browser and a questionnaire to place the organisation on the maturity scale. Everyone leaves able to check their own screen the next day.

  • WAVE
  • axe DevTools
  • Accessibility Insights
  • Assistant RGAA
  • WCAG Color contrast
  • Web Developer
The accessibility training deck: seven boards in a row, from the opening on context through to the audit, taking in disabilities, what to check, how to set it up inside a company, testing and browser extensions
The whole deck. Seven boards in the order of the session: context, disabilities, what to check, how to set it up inside a company, testing, extensions, the audit. Click to go inside.
Accessibility is useful to 100% of users. For 30%, it is necessary. For 10%, it is essential. The opening line of the training

What the team takes away

Preparation over facilitation

The Deals project, the rituals and the training all came from the same place: a moment when the team could no longer decide and something simple was missing to get the discussion going again. A sheet, an exercise board, a three-line table is often enough.

What I take from it is that a persona is mostly there to tell you what shuts people down, and that the table of three conditions still forces me to say who I am talking to before deciding what to build. The rest is a matter of preparation. I spend more time on it than on running the session, but when the board is ready we get into the subject in the first few minutes instead of spending a quarter of an hour explaining the exercise.