Product
Users & personas
Who E-FACTS serves — shoppers, retailers, and internal operators
Users & personas
Product decisions start from who is trying to finish a job. Use these personas to frame specs, copy, and prioritization — not as rigid marketing segments.
Primary: Shopper (consumer app)
Job: Keep proof of purchase usable — returns, warranties, spend recall — without paper clutter.
| Trait | Implication |
|---|---|
| Time-poor at the counter | Bind / capture flows must be short and recoverable |
| Returns anxiety | Return windows and line-item clarity beat vanity dashboards |
| Trust-sensitive | Auth, UCI / last4 bind, and privacy language must be plain |
| Mixed finance literacy | Currency always tabular; avoid jargon in Analysis |
Success looks like: “I found the receipt and knew what I could return in under a minute.”
Secondary: Retail partner / ops
Job: Issue structured e-receipts and understand redemption / eco signals without custom one-offs.
| Trait | Implication |
|---|---|
| POS constraints | Capture must tolerate incomplete events and retry safely |
| Brand risk | Eco claims only when backed by real signals |
| Integration cost | Prefer stable APIs and documented schemas over bespoke portals |
Internal: Company users (this docs site)
| Role | Needs from Product docs |
|---|---|
| Founder / Exec | North star, surfaces, metrics — no implementation noise |
| Product / Design | IA, principles, lifecycle, writing tone |
| Engineering | Clear ownership of surfaces + links into Engineering section |
Anti-personas (do not optimize for)
- Screenshot collectors who never need structured line items
- “Green badge” marketing that cannot cite a real offset or paper-saved signal
- Internal tools that leak into the consumer tab bar
How personas affect the 4 tabs
| Tab | Shopper job |
|---|---|
| Home | Orient, act on alerts, jump into Bills / Analysis / Offers |
| My Bills | Vault of receipts — return, warranty, line detail |
| Analysis | Understand spend by category / time |
| Offers | Discover and redeem retailer offers |
Profile / account stays in a drawer, not a fifth tab — see Information architecture.