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Treat internal users as customers

Staff who use internal tools deserve the same care as customers. Research their work and design for it.

About 3-10 daysEvergreenLast reviewed 5 November 2026

Who this applies to

Skills it builds
Discovery and research
PM types
Platform
Product types
Internal tool or platform
Starting points
All
Ways of working
All
Experience
All
Size of organisation
All

Steps, by experience

Beginner (under 1 year)

  1. Identify the staff groups who will use the tool.
  2. Watch them at work and note their pain points.
  3. Find out what tools they use alongside it.
  4. Involve them in testing.
  5. Measure time saved and errors reduced.

Intermediate (1 to 4 years)

  1. Research staff in context.
  2. Test with real staff and data.
  3. Measure efficiency and satisfaction.

Experienced (5+ years)

  1. Measure the business value of internal tools.
  2. Build a feedback loop with staff.
  3. Hold internal tools to public-facing standards.

Who can do this

Owner: Product manager

Can be delegated to

  • User Researcher: Research staff in their workplace
  • Business Analyst: Map processes and systems

Reviewed by: User Researcher

Tool examples

Miro
Map a day in the life of each staff group.
SharePoint / Word
Gather feedback through existing staff channels.

Definition of done

  • Staff groups researched
  • Pain points prioritised
  • Measures agreed

Common pitfalls

  • Assuming staff will cope
  • Designing from the procedure manual
  • Ignoring other tools they use

If you lead the team

What good looks like: Staff who use internal tools are researched and designed for with the same care as customers.

Ask your PM

  • When did we last watch staff use this tool?
  • What workarounds do people rely on today?

Warning signs

  • Requirements come only from managers, not users.
  • Adoption is assumed because staff have no choice.

Do these first

Sources