As part of our 3.0.0 Release, we made updates to our Personas feature in KaiNexus. We renamed the “CI Expert” Persona to “CI Coach”. Additionally, we’ve added a new Persona called “KaiNexus Champion” for Users who work as primary (or secondary) contact with KaiNexus and who typically act as an administrator for KaiNexus at your organization. Today, I’d like to focus on the where (you’ll see Personas), the how (to work with Personas), and the why (you should assign Personas) in KaiNexus. Let’s dive right in!
A Persona describes a person’s real-world responsibility in spreading continuous improvement and how they’ll use KaiNexus. It's a field that can be identified on both a system Role as well as within the User Profile of a person in KaiNexus.
Assigning Personas is important because it allows you to quickly monitor the activity and engagement of users who may have vastly different goals and responsibilities. Personas are about communication and reporting, not permissions.
For more information about each persona, check out the Guide to Updated KaiNexus Personas:
When creating/editing a User in KaiNexus or when updating a User’s profile information, you will see a drop-down field called “Persona” to the right of “User Type.” The possible values that can be selected here include Frontline, Leader, Executive, CI Coach, or KaiNexus Champion.
Frontline - These are the people closest to the work. (ex. office workers, technicians, nurses)
Leader - Person driving improvement work in an area of the organization (ex. Directors, Team Leads, Managers)
Executive - Senior leader (ex. C-Suite, VPs, etc.)
CI Coach - Person whose primary job function relates to improvement work (ex. Process Improvement Specialist, Director of Continuous Improvement, etc.)
KaiNexus Champion - KaiNexus Champions are typically the primary or secondary contact with KaiNexus. This person typically acts as an administrator for KaiNexus at your organization.
It's easy to assign Personas to Users in your KaiNexus instance. You can do this with the help of your KaiNexus Customer Success Manager, or during your Optimization Review. Once you know how to assign them, you will be able to utilize the Bulk Change functionality available in the People section, to update your User’s Personas.
Once you have set up Personas for all your Users in KaiNexus, you will be able to take advantage of other features and functionality within the system. The most important place you’ll be able to utilize this though is with filters. Within the People section, we have added a quick filter option at the top of the page for Persona. This will allow you to quickly filter down a list of Users in the system by their Persona. The same functionality can be done when drilling down into the People filter at the top right of the page. Within here you’ll notice the filter option for Persona. Here you will be able to filter down by Persona as well as any additional criteria.
For example, you could generate a list of all your Executives who have logged into KaiNexus in the last week.
When adjusting the columns in the People section you’ll notice a new option for Persona which can be added and is sortable. The Bulk Change functionality, filter ability, and column selection are available on a People List Card as well.
Let’s not forget the other areas in KaiNexus where the People filter is present. When using the User criteria in the Advanced Item Filter you can drill into the People filter, allowing you to build a list of, for example, any Improvements that are stagnant and sitting in a Resolution Submitted status waiting on approval from a Leader.
In the Reports area there are a number of Engagement and by Person Reports that let you drill down into the People filter as well.
For example, on the Activity by Person Report, you can now filter down this Report to show the Impact of all your Frontline Persona type Users in KaiNexus.
In addition to Personas showing up in the People section and in various places throughout the app in the People filter, Personas can also be set on a system Role. When creating/editing a Role in KaiNexus you will see a drop-down field for “Persona” underneath “Name.” The possible values that can be selected here include Frontline, Leader, Executive, CI Coach or KaiNexus Champion.
Just like on the User Profile, this is used for reporting purposes and does not dictate a user’s permissions or system access. Think of Persona here as an Attribute. Work with your KaiNexus Customer Success Manager to identify which Roles align with which Personas to clean up and better organize your system Roles. You’ll notice a new default column option on the Roles page for Persona where you’ll be able to sort and visualize which Roles relate to which Personas and vice versa.
I think that wraps up all things Persona-related. if you have any questions or need assistance with configuration, please be sure to reach out to your Customer Success Manager. I would highly recommend doing this sooner rather than later!
If you’re interested in learning more about the 3.0.0 Release, be sure to check out the full 3.0.0 release notes on our support site at support.kainexus.com
Until Kai-next time, this has been your Director of Product, Kym Guilliotti. Keep improving!