Create user personas for engineering and automated testing

[lukeheath]

Goal

Create user personas with associated user flows that can be consistently developed and tested against.

Why?

The benefits of creating formalized user personas and user flows has recently been discussed in the context of manual testing and automated end-to-end testing.

The frontend team is currently evaluating the end-to-end test suite, and will likely be refactoring many of the end-to-end tests in coming weeks. As part of that effort, we would like to align the flows we are testing with documented user personas and user flows. This will ensure the flows that are being automatically tested on every commit match the expectations from product and QA.

Some personas have likely been created in various formats by different people. We believe it would be helpful to unify and formalize those personas and user flows across the organization so everyone is working from the same blueprint.

The "Team Admin" role is new and currently untested on the frontend, so we are proposing that we use this role as the first test case in creating a unified persona and user flow that we can build end-to-end tests against. If that goes well, we'd like to expand the same format to every user role.

How?

• themes can be nice in the naming
• no more than 3 personas, start with 1
• Requires collaboration between Product, Engineering, and QA to establish unified personas and flows.
  • that doesn't mean we have to wait to design the first persona(s)
• [ ] DRI: Need to establish who is Directly Responsible Individual for creating and maintaining personas and user flows. They will lead the effort, and recruit other team members as needed.
• [ ] Document here in docs: https://fleetdm.com/docs/using-fleet/permissions
  • simplify table(s) if possible

[lukeheath]

@gillespi314 @RachelElysia @martavis This is issue 1 of 3 resulting from our last frontend sync. Please review and add your feedback as a comment on this issue. Once we're all aligned, I'll loop in the broader team for feedback.

[lukeheath]

@zwass @noahtalerman @rlynnj11 @chiiph The frontend team would like to start a dialog about creating unified personas with associated user flows that we can develop and test against. I've distilled our thoughts into this ticket. When you have some time, please take a look and provide your feedback as comments on the issue.

[rlynnj11]

Rachel and Sarah did some great work laying groundwork for user personas here: to the best of my knowledge, this is the most comprehensive user persona work we've done.

DRI is probably most simply someone from Product, as these roles being clearly defined will also help Product make decisions about permissions/access in an ongoing way.

Beyond that, it's not clear to me yet what type of feedback the team is looking for here: can you expand on what conversation you're hoping to have so I can align feedback to your expectations?