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Personas

The Business Intelligence platform supports a multi-instance setup tailored for external clients. Below are the key personas, each with distinct roles, goals, and challenges, illustrating how the platform bridges technical and business needs.

Alex Carter: Data Analyst / BI Developer​

Overview​

  • Role: Lead BI Developer for Client Dashboards
  • Age: 32
  • Experience: Intermediate to Advanced (5+ years in data analysis and visualization)
  • Industry: Technology, E-commerce, Finance
  • Location: Remote, mid-sized company with a distributed team

Background and Skills​

  • Education: Bachelor’s in Computer Science or Statistics
  • Technical Skills:
    • Grafana: Skilled in dashboards, SQL/PromQL queries, and plugins (e.g., MySQL, BigQuery). Proficient with templating and variables.
    • Data Querying: Strong SQL; some NoSQL (e.g., MongoDB); familiar with Prometheus, InfluxDB.
    • ETL: Intermediate with Python for preprocessing.
    • Programming: Basic Python/JavaScript for APIs and customization.
    • Other Tools: Knows Tableau/Power BI, prefers Grafana’s flexibility.
  • Soft Skills: Analytical, detail-oriented, communicates insights effectively.

Goals​

  • Deliver real-time dashboards and manage hundreds of alerts across Grafana instances.
  • Ensure scalability for dozens or hundreds of clients.
  • Simplify alert and dashboard management via Business Studio.
  • Maintain per-client data security and isolation.

Challenges​

  • Complexity of managing multiple Grafana instances.
  • Optimizing performance for large datasets (e.g., 10M rows) with hundreds of alerts.
  • Supporting non-technical clients seeking alert autonomy.

Interaction with Business Intelligence​

  • Deploys Business Engine clusters via Business Studio for load-balanced alert management.
  • Cuts setup time by 60% using Business Studio’s centralized UI for alert configuration and monitoring.
  • Scales alert deployment with API automation as client base grows.

Sarah Mitchell: Business Operations Manager​

Overview​

  • Role: Business Operations Manager
  • Age: 38
  • Experience: Beginner to Intermediate (2-3 years with BI tools, new to Grafana)
  • Industry: Retail, E-commerce, Logistics
  • Location: Hybrid, mid-sized company with a small analytics team

Background and Skills​

  • Education: Bachelor’s in Business Administration or Marketing
  • Technical Skills:
    • Grafana: Beginner; uses prebuilt dashboards, struggles with alerts.
    • Data Skills: Proficient in Excel (pivot tables, charts); basic Power BI/Tableau; minimal SQL.
    • Alerting: Wants simple alerts (e.g., “inventory < 100 units”), finds query editors technical.
    • Other Tools: Familiar with CRMs; prefers drag-and-drop UIs.
  • Soft Skills: Strong communicator, efficiency-focused, bridges business and tech teams.

Goals​

  • Monitor operational KPIs (e.g., inventory, sales) via dashboards.
  • Set proactive alerts independently of technical staff.
  • Create intuitive dashboards with minimal effort.

Challenges​

  • Grafana’s technical interface hinders independence.
  • Limited time to learn complex tools.
  • Risk of misconfiguring alerts and disrupting workflows.

Interaction with Business Intelligence​

  • Configures alerts (e.g., “inventory < 100 units”) using Business Studio’s dropdown-based UI.
  • Verifies conditions with data previews in Business Studio, reducing errors.
  • Shares dashboards via Business Studio’s viewer access, minimizing reliance on developers.

Raj Patel: Regional Sales Manager​

Overview​

  • Role: Regional Sales Manager
  • Age: 45
  • Experience: Beginner (1-2 years with BI tools, new to Grafana)
  • Industry: Retail, E-commerce
  • Location: Remote, oversees Asia-Pacific sales from Singapore

Background and Skills​

  • Education: Bachelor’s in Business Management
  • Technical Skills:
    • Grafana: Minimal; views dashboards, hasn’t created any.
    • Data Skills: Comfortable with Excel; basic Google Data Studio; no coding/SQL.
    • Alerting: Wants custom alerts (e.g., “sales < $5K”), finds Grafana setup confusing.
    • Other Tools: Uses Salesforce; prefers simple UIs.
  • Soft Skills: Goal-driven, assertive, impatient with tech barriers.

Goals​

  • Track sales KPIs (e.g., daily sales, order volumes) via dashboards.
  • Set custom alerts for quick issue response.
  • Access insights without irrelevant data.

Challenges​

  • Grafana’s alert setup is inaccessible without assistance.
  • Limited permissions as an external user.
  • Busy schedule leaves little time for learning.

Interaction with Business Intelligence​

  • Configures alerts (e.g., “sales < $5K”) in Business Studio with no coding required.
  • Previews data in Business Studio to ensure region-specific accuracy.
  • Receives reliable notifications (e.g., via Slack) from alerts managed by developers.

How They Collaborate​

  • Alex: Deploys and scales hundreds of alerts across client instances, ensuring performance and reliability.
  • Sarah: Monitors KPIs and sets alerts via Business Studio, collaborating with Alex for initial setups.
  • Raj: Personalizes alerts from Sarah’s dashboards using Business Studio’s viewer access, relying on Alex’s infrastructure.

Together, these personas highlight how the Business Intelligence platform empowers both technical and business users, transforming Grafana into a robust, client-facing BI solution.