LINQ: User Personas


LINQ, a leading software company offering comprehensive ERP solutions for educational institutions, embarked on a mission to create targeted personas for their school management software. The main objective was to gain a deep understanding of their day-to-day users to ensure that the ERP solution could seamlessly cater to the specific needs of schools, encompassing accounting, HR, and other essential operations. LINQ’s research team conducted extensive user research, interviews, stakeholder engagement, and collaborated with subject matter experts to create actionable personas that would serve as the foundation for designing a user-centric ERP solution.

Defining the Research Scope

Before diving into the research process, LINQ’s research team outlined the scope and objectives of their persona creation initiative. The primary focus was to understand the various user roles and their unique pain points within educational institutions. This included administrators, finance personnel, HR managers, teachers, and other stakeholders involved in school management processes. Additionally, the team aimed to uncover user preferences, motivations, and goals to inform the software design and development process.

Conducting User Research

LINQ’s research team commenced the persona development journey by conducting in-depth user research. This involved visiting various educational institutions, engaging with different stakeholders, and observing their day-to-day activities. Through interviews, surveys, and shadowing sessions, the team gained valuable insights into the challenges and opportunities faced by users while managing school operations.

User Interviews

User interviews were a crucial part of the research process. The LINQ team engaged with administrators, finance personnel, HR managers, teachers, and other school staff members to gather firsthand information. These interviews provided deep insights into their pain points, workflow bottlenecks, and their expectations from an ideal school management ERP solution.

Stakeholder Engagement

To ensure alignment between LINQ’s vision and the needs of the educational institutions, the research team conducted stakeholder interviews. They collaborated with school management, IT departments, and decision-makers to understand their priorities and the overarching goals they wanted to achieve through the ERP solution.

Subject Matter Expert Involvement

LINQ’s research team collaborated with subject matter experts who had extensive experience in school management and technology integration. These experts provided valuable industry knowledge and helped validate the research findings, ensuring that the personas accurately represented the target users.

Persona Creation and Validation

Based on the wealth of data gathered from user research, interviews, stakeholder engagement, and insights from subject matter experts, LINQ’s research team crafted detailed personas. Each persona included key demographic information, user goals, pain points, motivations, and specific user scenarios. The personas were then validated with the research participants and stakeholders to ensure their accuracy and alignment with real-world user experiences.

Impact on ERP Solution Design

The personas created by LINQ’s research team played a pivotal role in shaping the design and development of their all-in-one school management ERP solution. Each feature, interface element, and workflow was meticulously crafted to address the needs and preferences of the identified personas. The ERP solution was tailored to provide a seamless user experience that catered to the diverse requirements of school administrators, finance personnel, HR managers, and teachers.


By conducting thorough user research, interviews, stakeholder engagement, and collaboration with subject matter experts, LINQ successfully created actionable personas for their all-in-one school management ERP solution. These personas provided valuable insights into the pain points, motivations, and goals of different stakeholders involved in school management. As a result, the ERP solution was designed and developed to meet the specific needs of its users, providing an intuitive and efficient platform for educational institutions to streamline accounting, HR, and other essential operations. The persona-driven approach empowered LINQ to create a user-centric ERP solution that delivered tangible value and enhanced the overall experience for educational institutions.


  • LINQ

Developing personas for LINQ, a versatile software that offers accounting, HR, and other school management functionalities through its ERP solution. The process entailed conducting thorough user research, interviews, and engaging with stakeholders and subject matter experts to grasp the core needs of current users. Valuable insights were gathered, resulting in the creation of well-defined personas that align with the software's goals, addressing issues like user engagement and clarity of the product's purpose. The personas provided a solid foundation for building an effective feature set and enhancing user experience.