Status Shipped
Categories Strategy
Created by Chris Waters
Created on Oct 8, 2015

Move/copy personas and competitors from one product to another

I would like to be able to bulk move or copy personas from product lines/products to other product lines/products. A few scenarios where this is helpful:
- I need the same personas across multiple products
- I might be on the wrong product in the navigation drop-down accidentally, and want to move my created persona to the correct product
Release time frame 3 months
  • ADMIN RESPONSE
    Nov 30, 2016

    It is now possible to move and copy personas and competitors across products. We also expanded this capability to goals and initiatives to help you with upcoming planning. 

    Please read more about it here: http://blog.aha.io/move-strategic-goals-initiatives/ 

  • Attach files
  • Ryan Thiessen
    Nov 30, 2016

    That sounds good. Thanks.

  • Admin
    Chris Waters
    Nov 30, 2016

    We are planning another related improvement which may help. We are going to show product-line competitors and personas at the sub-product level. So that if you define these records for a product line, they are automatically shared across all products in that product line.

    This feature will be coming relatively shortly, so you may want to avoid duplicating competitors or personas across products in a product-line.

  • Ryan Thiessen
    Nov 30, 2016

    On the persona or competitor have a product selector option to select one or more products. Then have that record visible on all selected products. Updating it once would immediately be reflected on all. However, I can see the need for different scoring per product, so the copy is a good first step, just hard when you want to update recent news or company size details etc.

  • Admin
    Chris Waters
    Nov 30, 2016

    Ryan can you expand on what you are looking for?

  • Ryan Thiessen
    Nov 30, 2016

    The move/copy option is a good start, but that is still a lot of manually work to update across multiple product lines. Would still be nice if it was related to one or more products and have it automatically roll up on the product lines and company levels as well as update in all products when it is changed.

  • Admin
    Chris Waters
    Nov 26, 2016

    Thanks for pointing that out Lonnie. We have deployed an update to fix this limitation. Now you can move records to product lines too.

  • Lonnie VanZandt
    Nov 26, 2016

    Gaining the ability to move Personas to new owning Products is good. However, apparently, one cannot yet move a Persona from a Product to a Product Line. (At least I can't find a way to get it to move.)

    This means that we cannot yet promote Product-specific Personas into Global Personas which could then be referenced throughout the Products Portfolio.

  • Austin R
    Nov 10, 2016

    Being able to inherit would be cool!

  • Marcin Mikołajczak
    Oct 24, 2016

    Another possible duplicate: https://big.ideas.aha.io/ideas/APP-I-2020 

  • William Hirsch
    Oct 18, 2016

    This is exactly what I was looking for.  The ability to move or copy laterally, as well as up in a tree.

  • Sikia Soller
    Aug 8, 2016

    I could certainly use a feature like this and would suggest expanding the functionality to Business models as well. Right now I have the same persona's and business models across multiple products and I have copy and paste, which is time consuming.

  • Guest
    Jun 30, 2016

    Great, looking forward to this improvement

  • Admin
    Chris Waters
    Jun 29, 2016

    Note that you can get global personas and competitors today. Just make a product line that corresponds to your company and place this product line at the top of your product line hierarchy. If you define you personas and competitors there, they will be globally available.

    We also plan to implement the ability to move personas and competitors between products. We are currently working on some infrastructure improvements to support this more easily.

  • Cynthia Countouris
    May 14, 2016

    And global competitors

  • Cynthia Countouris
    May 14, 2016

    Another vote for global personas!

  • David Behr
    Mar 28, 2016

    They could also cascade downwards like other custom fields?

  • Chris Anderson
    Jan 30, 2016

    Rather than defining personas on any particular product or level, you could instead define them elsewhere (globally) and then assign them to multiple business lines and/or products via drop down.

  • +1

Ability to copy personas across product lines

Merged
It would be useful to be able to copy an entire persona across to another product/line so they can be created faster.
Domenic Lattari over 4 years ago in Strategy 0 Shipped

Copy persona to other products and product lines or reuse existing personas

Merged
It appears that personas once defined are bound to a productline or product, but several products might have the same persona. IS there a way to make personas reusable?
Guest over 4 years ago in Strategy 0 Shipped

Ability to inherit personas and competitors from parent product or mass duplicate personas and competitors

Merged
We need the ability to receive personas and competitors from a parent product/company/division because in most instances there will be much duplication and confusion if we allow it just per product. I would like this feature to function similarly ...
Guest about 5 years ago in Strategy 0 Shipped

Suggest under the Product Competitor tab, if you can link to another product's competitors.

Merged
Suggestion: Most companies will have multiple products with similar or the same competitors. Suggest under the Product Competitor tab, if you can link to another product's competitors.
Guest almost 5 years ago in Strategy 0 Shipped