clux

STEP 1

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STEP 3

STEP 4

STEP 1

STEP 2

STEP 3

STEP 4

STEP 1

STEP 2

STEP 3

STEP 4

User Personas

From research to personas

Once the affinity diagram sessions concluded, clear patterns started to emerge. These insights were distilled into three user personas we would design for: Dario, “The trustworthy”; Lorena, “The hard worker”; and Paola, “Data entry”. At the same time, this exercise helped clarify which functionalities would be central to the product. The personas were not the result of a single, closed decision. As we continued reviewing and reorganizing notes, some assumptions were adjusted and refined. This iterative process allowed the personas to remain grounded in the research rather than becoming static representations.

Dario
“The trustworthy”
Organized - Methodical - Farsighted
“I like to keep things up to date, I hate the rush that deadlines generate, sometimes rushes are unavoidable, but they have to be the exception, not the rule. ”
Age: 55 years old
Occupation: Accountant
Marital status: Married
Children: 2 (both legal age)
Location: Congreso, CABA, Argentina
Archtype: Day by day
User Goals'
User Pain Points'
Lorena
“The hard worker”
Sturdy - Determined - Patient
“I demand from my clients the information I need to work on the yearly declaration every month, but most of them send it every 3 or 6 months, so it takes time to put it in order”
Age: 50 years old
Occupation: Accountant
Marital status: Married
Children: 3 (both legal age)
Location: Montserrat, CABA, Argentina
Archetype: As much as I can
User Goals'
User Pain Points'
Paola
“Data entry”
Meticulous - Keen - Flexible
“I hate the closure of income and personal property, and gross income tax. I get buried in bills to record, everything is messy and there is never enough time. It's chaos.”
Age: 23 years old
Occupation: Accountant student
Marital status: Single
Children: None
Location: Belgrano, CABA, Argentina
Archetype: The unexperience
User Goals'
User Pain Points'

Dario
“The trustworthy”
Organized - Methodical - Farsighted
“I like to keep things up to date, I hate the rush that deadlines generate, sometimes rushes are unavoidable, but they have to be the exception, not the rule. ”
Age: 55 years old
Occupation: Accountant
Marital status: Married
Children: 2 (both legal age)
Location: Congreso, CABA, Argentina
Archtype: Day by day
User Goals'
User Pain Points'
Lorena
“The hard worker”
Sturdy - Determined - Patient
“I demand from my clients the information I need to work on the yearly declaration every month, but most of them send it every 3 or 6 months, so it takes time to put it in order”
Age: 50 years old
Occupation: Accountant
Marital status: Married
Children: 3 (both legal age)
Location: Montserrat, CABA, Argentina
Archetype: As much as I can
User Goals'
User Pain Points'
Paola
“Data entry”
Meticulous - Keen - Flexible
“I hate the closure of income and personal property, and gross income tax. I get buried in bills to record, everything is messy and there is never enough time. It's chaos.”
Age: 23 years old
Occupation: Accountant student
Marital status: Single
Children: None
Location: Belgrano, CABA, Argentina
Archetype: The unexperience
User Goals'
User Pain Points'

Dario
“The trustworthy”
Organized - Methodical - Forward-thinking
“I like to keep everything up to date. I dislike the pressure that deadlines create. Sometimes urgency is unavoidable, but it should be the exception, not the rule.”
Age: 55 years old
Occupation: Accountant
Marital status: Married
Children: 2 (both legal age)
Location: Congreso, CABA, Argentina
Archtype: Day by day
Keep client information complete and updated ahead of deadlines
Encourage clients to adopt digital tools that simplify the process
Minimize the amount of information clients need to submit
Reduce time spent on repetitive and basic calculations
Constant follow-ups caused by delayed client responses
High volume of calls required to gather missing information
Low client involvement throughout the process
Tight and inflexible submission deadlines
Lorena
“The hard worker”
Sturdy - Determined - Patient
“I ask my clients for the information I need every month, but most of them send everything every three or six months. Getting things back in order always takes time.”
Age: 50 years old
Occupation: Accountant
Marital status: Married
Children: 3 (both legal age)
Location: Montserrat, CABA, Argentina
Archetype: As much as I can
Keep customer information as up to date as possible
Encourage clients to adopt digital tools
Reduce the time spent uploading and organizing information
Save time by automating basic calculations
Dealing with irregular tax habits in small businesses
Spending a large amount of time following up with clients
Strong dependence on printed invoices
Low customer involvement throughout the process
Paola
“Data entry”
Meticulous - Keen - Flexible
“I hate gross income tax and personal property tax closures. I end up buried in invoices to upload, everything gets messy, and there’s never enough time. It’s chaos.”
Age: 23 years old
Occupation: Accountant student
Marital status: Single
Children: None
Location: Belgrano, CABA, Argentina
Archetype: The inexperienced
Coordinate with customers to gather the information needed for tax calculations
Help drive customer adoption of digital solutions
Reduce the time spent uploading information
Save time by automating simple calculations
Getting all required customer information on time
Maintaining accuracy while uploading large volumes of data
Managing repetitive and time-consuming data entry tasks
Learning how to submit tax declaration files through the ARCA website

Dario
“The trustworthy”
Organized - Methodical - Forward-thinking
“I like to keep everything up to date. I dislike the pressure that deadlines create. Sometimes urgency is unavoidable, but it should be the exception, not the rule.”
Age: 55 years old
Occupation: Accountant
Marital status: Married
Children: 2 (both legal age)
Location: Congreso, CABA, Argentina
Archtype: Day by day
Keep client information complete and updated ahead of deadlines
Encourage clients to adopt digital tools that simplify the process
Minimize the amount of information clients need to submit
Reduce time spent on repetitive and basic calculations
Constant follow-ups caused by delayed client responses
High volume of calls required to gather missing information
Low client involvement throughout the process
Tight and inflexible submission deadlines
Lorena
“The hard worker”
Sturdy - Determined - Patient
“I ask my clients for the information I need every month, but most of them send everything every three or six months. Getting things back in order always takes time.”
Age: 50 years old
Occupation: Accountant
Marital status: Married
Children: 3 (both legal age)
Location: Montserrat, CABA, Argentina
Archetype: As much as I can
Keep customer information as up to date as possible
Encourage clients to adopt digital tools
Reduce the time spent uploading and organizing information
Save time by automating basic calculations
Dealing with irregular tax habits in small businesses
Spending a large amount of time following up with clients
Strong dependence on printed invoices
Low customer involvement throughout the process
Paola
“Data entry”
Meticulous - Keen - Flexible
“I hate gross income tax and personal property tax closures. I end up buried in invoices to upload, everything gets messy, and there’s never enough time. It’s chaos.”
Age: 23 years old
Occupation: Accountant student
Marital status: Single
Children: None
Location: Belgrano, CABA, Argentina
Archetype: The inexperienced
Coordinate with customers to gather the information needed for tax calculations
Help drive customer adoption of digital solutions
Reduce the time spent uploading information
Save time by automating simple calculations
Getting all required customer information on time
Maintaining accuracy while uploading large volumes of data
Managing repetitive and time-consuming data entry tasks
Learning how to submit tax declaration files through the ARCA website

Dario
“The trustworthy”
Organized - Methodical - Forward-thinking
“I like to keep everything up to date. I dislike the pressure that deadlines create. Sometimes urgency is unavoidable, but it should be the exception, not the rule.”
Age: 55 years old
Occupation: Accountant
Marital status: Married
Children: 2 (both legal age)
Location: Congreso, CABA, Argentina
Archtype: Day by day
Keep client information complete and updated ahead of deadlines
Encourage clients to adopt digital tools that simplify the process
Minimize the amount of information clients need to submit
Reduce time spent on repetitive and basic calculations
Constant follow-ups caused by delayed client responses
High volume of calls required to gather missing information
Low client involvement throughout the process
Tight and inflexible submission deadlines
Lorena
“The hard worker”
Sturdy - Determined - Patient
“I ask my clients for the information I need every month, but most of them send everything every three or six months. Getting things back in order always takes time.”
Age: 50 years old
Occupation: Accountant
Marital status: Married
Children: 3 (both legal age)
Location: Montserrat, CABA, Argentina
Archetype: As much as I can
Keep customer information as up to date as possible
Encourage clients to adopt digital tools
Reduce the time spent uploading and organizing information
Save time by automating basic calculations
Dealing with irregular tax habits in small businesses
Spending a large amount of time following up with clients
Strong dependence on printed invoices
Low customer involvement throughout the process
Paola
“Data entry”
Meticulous - Keen - Flexible
“I hate gross income tax and personal property tax closures. I end up buried in invoices to upload, everything gets messy, and there’s never enough time. It’s chaos.”
Age: 23 years old
Occupation: Accountant student
Marital status: Single
Children: None
Location: Belgrano, CABA, Argentina
Archetype: The inexperienced
Coordinate with customers to gather the information needed for tax calculations
Help drive customer adoption of digital solutions
Reduce the time spent uploading information
Save time by automating simple calculations
Getting all required customer information on time
Maintaining accuracy while uploading large volumes of data
Managing repetitive and time-consuming data entry tasks
Learning how to submit tax declaration files through the ARCA website