Understanding Personas

To identify, deliver, maintain and support outstanding Avoka Transact platform customer experience requires the efforts of individuals with a broad range of strengths and skills. They can be associated with specific Transact platform actions and responsibilities to define specific personas. Personas have roles associated with them, which provide a guideline and a reference for users performing specific tasks and actions. For example, a Form Builder is a persona that creates forms in Transact Maestro.

Personas can be grouped by teams. We define two main teams within the Transact platform:

Implementation Team

The Implementation team develops new applications, such as forms, services, and delivery channels. The team typically consists of Implementation Managers, Form Builders, Template Designers, Transact Platform Developers, Solution Architects, and Transact Testers. Often there are multiple teams working concurrently to introduce new transactions to the environment. These teams are structured as a project team and depend on your organization’s chosen delivery style. The Implementation team will have access to develop forms within the authoring tools and deploy them to Manager development and test environments. They will have access to implement new services that correspond and compliment the forms in development, or that are required to support forms already in production.

The Implementation team consists of the following personas:

Business as Usual (BAU) Team

It is imperative that customers assign a BAUusiness As Usual (BAU) is the view of an organisation, business unit, work team or team member completing their everyday work in the normal way., or Operations team to ensure the daily on-going operation of the forms.

Note

We can provide documentation on recommended operational support practices to the BAU team.

The following activities should be included in BAU monitoring:

  • Developing processes to manage deployments.
  • Creating and enforcing user management processes.
  • Building error alerts.
  • Regular Manager transaction monitoring.
  • Supporting communication lines.
  • Reviewing Manager analytics screens.
  • Monitoring server health for on premise installations.
  • Deploying updates and applications to the production environment.

The BAU team will:

The BAU team consists of the following personas: