{"id":4502,"date":"2026-01-19T14:13:44","date_gmt":"2026-01-19T06:13:44","guid":{"rendered":"https:\/\/guides.visual-paradigm.com\/tw\/docs\/streamlining-the-software-lifecycle-integrating-ai-use-case-modeling-with-visual-paradigms-all-in-one-platform\/1-foundation-and-project-vision\/1-3-stakeholder-and-user-identification\/"},"modified":"2026-01-19T14:31:55","modified_gmt":"2026-01-19T06:31:55","slug":"1-3-stakeholder-and-user-identification","status":"publish","type":"docs","link":"https:\/\/guides.visual-paradigm.com\/tw\/docs\/streamlining-the-software-lifecycle-integrating-ai-use-case-modeling-with-visual-paradigms-all-in-one-platform\/1-foundation-and-project-vision\/1-3-stakeholder-and-user-identification\/","title":{"rendered":"1.3 Stakeholder and User Identification"},"content":{"rendered":"<p dir=\"auto\"><strong> Mapping Stakeholder Needs and Defining User Types to Ensure the System<\/strong><\/p>\n<p dir=\"auto\">With the system scope and problem context clearly defined, the next critical step is to identify <strong>who<\/strong> the system is really for\u2014and what they need from it. Stakeholder and user identification bridges the gap between high-level vision and concrete functionality. It ensures the system delivers genuine value, avoids missing key requirements, and prevents building features that serve no one (or worse, frustrate important parties).<\/p>\n<p dir=\"auto\">In use case-driven development, <strong>stakeholders<\/strong> are anyone who has an interest in or is affected by the system&#8217;s success\u2014whether they interact with it directly or not. <strong>Users<\/strong> (often called <strong>actors<\/strong> in UML) are a subset: the specific roles or external entities that actually interact with the system to achieve goals. By mapping both early, you create a foundation for accurate actor-use case pairing, comprehensive coverage of needs, and better traceability throughout modeling.<\/p>\n<p dir=\"auto\">Visual Paradigm\u2019s <strong>AI-Powered Use Case Modeling Studio<\/strong> supports this phase by allowing you to:<\/p>\n<ul dir=\"auto\">\n<li>List and categorize stakeholders and user types manually or with AI assistance.<\/li>\n<li>Link them to the previously defined scope and problem description.<\/li>\n<li>Use the generated insights to seed candidate actors when you move to use case brainstorming (Section 2).<\/li>\n<\/ul>\n<p dir=\"auto\">The studio often suggests initial actors based on the scope statement and problem context, presenting them in a structured table or list (e.g., &#8220;Actor Name&#8221;, &#8220;Role\/Description&#8221;, &#8220;Primary\/Secondary&#8221;, &#8220;Key Needs\/Goals&#8221;). You can then refine, add, or remove entries.<\/p>\n<h3 dir=\"auto\">Key Distinctions to Keep in Mind<\/h3>\n<ul dir=\"auto\">\n<li><strong>Primary actors<\/strong> \u2014 Directly use the system to achieve a goal (e.g., a diner booking a table).<\/li>\n<li><strong>Secondary\/supporting actors<\/strong> \u2014 Provide or receive services from the system but don&#8217;t initiate the main goal (e.g., a payment gateway).<\/li>\n<li><strong>Indirect stakeholders<\/strong> \u2014 Benefit or are impacted but don&#8217;t interact directly (e.g., restaurant owners reviewing revenue reports).<\/li>\n<\/ul>\n<h3 dir=\"auto\">Practical Examples<\/h3>\n<p dir=\"auto\"><strong>Example 1: GourmetReserve \u2013 Mobile Dining Reservation App<\/strong><\/p>\n<ul dir=\"auto\">\n<li>\n<p dir=\"auto\"><strong>Scope Recap<\/strong>: Mobile app for booking tables and pre-ordering meals to reduce wait times and optimize kitchen workflow.<\/p>\n<\/li>\n<li>\n<p dir=\"auto\"><strong>Stakeholder &amp; User Mapping<\/strong> (editable table in the studio):<\/p>\n<div>\n<div>\n<div><\/div>\n<\/div>\n<div dir=\"auto\">\n<div><\/div>\n<table dir=\"auto\">\n<thead>\n<tr>\n<th data-col-size=\"lg\">Actor\/User Type<\/th>\n<th data-col-size=\"sm\">Category<\/th>\n<th data-col-size=\"xl\">Key Needs\/Goals<\/th>\n<th data-col-size=\"md\">Interaction Level<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td data-col-size=\"lg\">Diner (Casual\/Frequent)<\/td>\n<td data-col-size=\"sm\">Primary User<\/td>\n<td data-col-size=\"xl\">Quickly find and book available tables; pre-order meals; receive reminders; view history<\/td>\n<td data-col-size=\"md\">Direct (app user)<\/td>\n<\/tr>\n<tr>\n<td data-col-size=\"lg\">Restaurant Manager\/Staff<\/td>\n<td data-col-size=\"sm\">Primary User<\/td>\n<td data-col-size=\"xl\">Manage reservations; handle waitlists; view pre-orders for kitchen prep; reduce no-shows<\/td>\n<td data-col-size=\"md\">Direct (admin dashboard)<\/td>\n<\/tr>\n<tr>\n<td data-col-size=\"lg\">Restaurant Owner<\/td>\n<td data-col-size=\"sm\">Indirect Stakeholder<\/td>\n<td data-col-size=\"xl\">Access analytics (occupancy, revenue impact, no-show rates)<\/td>\n<td data-col-size=\"md\">Indirect (reports)<\/td>\n<\/tr>\n<tr>\n<td data-col-size=\"lg\">Payment Gateway Provider<\/td>\n<td data-col-size=\"sm\">Secondary Actor<\/td>\n<td data-col-size=\"xl\">Process secure payments reliably<\/td>\n<td data-col-size=\"md\">System-to-system<\/td>\n<\/tr>\n<tr>\n<td data-col-size=\"lg\">Notification Service<\/td>\n<td data-col-size=\"sm\">Secondary Actor<\/td>\n<td data-col-size=\"xl\">Send SMS\/email\/push reminders<\/td>\n<td data-col-size=\"md\">System-to-system<\/td>\n<\/tr>\n<tr>\n<td data-col-size=\"lg\">Health Inspector<\/td>\n<td data-col-size=\"sm\">Indirect Stakeholder<\/td>\n<td data-col-size=\"xl\">Ensure menu\/pre-order compliance with regulations (rare interaction)<\/td>\n<td data-col-size=\"md\">Indirect<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<div><\/div>\n<\/div>\n<\/div>\n<\/li>\n<\/ul>\n<p dir=\"auto\">This mapping ensures the system addresses diner convenience, staff efficiency, owner oversight, and external integrations\u2014preventing a design that ignores kitchen prep visibility or compliance.<\/p>\n<p dir=\"auto\"><strong>Example 2: SecureATM \u2013 Next-Generation ATM Network<\/strong><\/p>\n<ul dir=\"auto\">\n<li>\n<p dir=\"auto\"><strong>Stakeholder &amp; User Mapping<\/strong>:<\/p>\n<div>\n<div>\n<div><\/div>\n<\/div>\n<div dir=\"auto\">\n<div><\/div>\n<table dir=\"auto\">\n<thead>\n<tr>\n<th data-col-size=\"md\">Actor\/User Type<\/th>\n<th data-col-size=\"xs\">Category<\/th>\n<th data-col-size=\"xl\">Key Needs\/Goals<\/th>\n<th data-col-size=\"lg\">Interaction Level<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td data-col-size=\"md\">Retail Customer<\/td>\n<td data-col-size=\"xs\">Primary User<\/td>\n<td data-col-size=\"xl\">Withdraw cash, check balance, transfer funds quickly and securely<\/td>\n<td data-col-size=\"lg\">Direct (ATM interface)<\/td>\n<\/tr>\n<tr>\n<td data-col-size=\"md\">Small Business Owner<\/td>\n<td data-col-size=\"xs\">Primary User<\/td>\n<td data-col-size=\"xl\">Deposit checks, withdraw larger amounts, view transaction history<\/td>\n<td data-col-size=\"lg\">Direct<\/td>\n<\/tr>\n<tr>\n<td data-col-size=\"md\">Bank Operations Team<\/td>\n<td data-col-size=\"xs\">Primary User<\/td>\n<td data-col-size=\"xl\">Monitor ATM status, replenish cash, resolve jams\/faults<\/td>\n<td data-col-size=\"lg\">Direct (maintenance console)<\/td>\n<\/tr>\n<tr>\n<td data-col-size=\"md\">Fraud Detection System<\/td>\n<td data-col-size=\"xs\">Secondary Actor<\/td>\n<td data-col-size=\"xl\">Analyze transactions in real-time for anomalies<\/td>\n<td data-col-size=\"lg\">System-to-system<\/td>\n<\/tr>\n<tr>\n<td data-col-size=\"md\">Regulatory Body (e.g., FDIC)<\/td>\n<td data-col-size=\"xs\">Indirect Stakeholder<\/td>\n<td data-col-size=\"xl\">Ensure compliance with security and reporting standards<\/td>\n<td data-col-size=\"lg\">Indirect (audit logs)<\/td>\n<\/tr>\n<tr>\n<td data-col-size=\"md\">Bank Executive<\/td>\n<td data-col-size=\"xs\">Indirect Stakeholder<\/td>\n<td data-col-size=\"xl\">Receive high-level usage and uptime metrics<\/td>\n<td data-col-size=\"lg\">Indirect (dashboards)<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<div><\/div>\n<\/div>\n<\/div>\n<\/li>\n<\/ul>\n<p dir=\"auto\">Here, distinguishing primary users from secondary systems (like fraud detection) ensures security features aren&#8217;t overlooked, while including regulators early flags compliance needs.<\/p>\n<p dir=\"auto\"><strong>Example 3: CorpLearn \u2013 Corporate E-Learning Platform<\/strong><\/p>\n<ul dir=\"auto\">\n<li>\n<p dir=\"auto\"><strong>Stakeholder &amp; User Mapping<\/strong>:<\/p>\n<div>\n<div>\n<div><\/div>\n<\/div>\n<div dir=\"auto\">\n<div><\/div>\n<table dir=\"auto\">\n<thead>\n<tr>\n<th data-col-size=\"md\">Actor\/User Type<\/th>\n<th data-col-size=\"sm\">Category<\/th>\n<th data-col-size=\"xl\">Key Needs\/Goals<\/th>\n<th data-col-size=\"lg\">Interaction Level<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td data-col-size=\"md\">Employee\/Learner<\/td>\n<td data-col-size=\"sm\">Primary User<\/td>\n<td data-col-size=\"xl\">Access personalized courses, track progress, complete assessments, earn certifications<\/td>\n<td data-col-size=\"lg\">Direct (web\/mobile)<\/td>\n<\/tr>\n<tr>\n<td data-col-size=\"md\">HR\/Training Administrator<\/td>\n<td data-col-size=\"sm\">Primary User<\/td>\n<td data-col-size=\"xl\">Upload\/manage courses, assign learning paths, generate compliance reports<\/td>\n<td data-col-size=\"lg\">Direct (admin portal)<\/td>\n<\/tr>\n<tr>\n<td data-col-size=\"md\">Manager\/Supervisor<\/td>\n<td data-col-size=\"sm\">Secondary User<\/td>\n<td data-col-size=\"xl\">View team progress, approve certifications, nominate employees for training<\/td>\n<td data-col-size=\"lg\">Direct (limited access)<\/td>\n<\/tr>\n<tr>\n<td data-col-size=\"md\">Compliance Officer<\/td>\n<td data-col-size=\"sm\">Indirect Stakeholder<\/td>\n<td data-col-size=\"xl\">Audit training completion for regulatory requirements<\/td>\n<td data-col-size=\"lg\">Indirect (reports)<\/td>\n<\/tr>\n<tr>\n<td data-col-size=\"md\">LMS Integration (e.g., SSO)<\/td>\n<td data-col-size=\"sm\">Secondary Actor<\/td>\n<td data-col-size=\"xl\">Handle authentication and single sign-on<\/td>\n<td data-col-size=\"lg\">System-to-system<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<div><\/div>\n<\/div>\n<\/div>\n<\/li>\n<\/ul>\n<p dir=\"auto\">This breakdown highlights the need for role-based access (employee vs. manager views) and strong reporting for compliance\u2014needs that might be missed without explicit stakeholder mapping.<\/p>\n<h3 dir=\"auto\">Best Practices and Tips<\/h3>\n<ul dir=\"auto\">\n<li><strong>Use guiding questions<\/strong> (inspired by UML best practices): Who uses the system? Who maintains it? Who gets reports from it? What external systems interact? Who is affected if it fails?<\/li>\n<li><strong>Start broad, then refine<\/strong> \u2014 List all possible stakeholders first, then prioritize based on influence and direct interaction.<\/li>\n<li><strong>Leverage AI suggestions<\/strong> \u2014 After entering scope\/problem, let the studio propose initial actors; validate and customize them.<\/li>\n<li><strong>Trace to value<\/strong> \u2014 For each actor, ask: &#8220;What goal does this role have that justifies the system&#8217;s existence?&#8221; This ensures completeness.<\/li>\n<li><strong>Review with real people<\/strong> \u2014 Share the mapping table with actual stakeholders early to catch blind spots (e.g., overlooked compliance roles).<\/li>\n<\/ul>\n<p dir=\"auto\">By thoroughly mapping stakeholders and user types at this stage, you set up the AI to generate more relevant use cases, accurate diagrams, and comprehensive test cases later. This step transforms a generic system into one that truly serves its ecosystem\u2014delivering measurable value while minimizing rework. With actors and needs identified, you&#8217;re perfectly positioned to brainstorm high-level use cases in the next section.<\/p>\n","protected":false},"featured_media":0,"parent":4497,"menu_order":1,"comment_status":"open","ping_status":"closed","template":"","meta":{"_yoast_wpseo_title":"","_yoast_wpseo_metadesc":"","_eb_attr":"","neve_meta_sidebar":"","neve_meta_container":"","neve_meta_enable_content_width":"","neve_meta_content_width":0,"neve_meta_title_alignment":"","neve_meta_author_avatar":"","neve_post_elements_order":"","neve_meta_disable_header":"","neve_meta_disable_footer":"","neve_meta_disable_title":""},"doc_tag":[],"class_list":["post-4502","docs","type-docs","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.9 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>1.3 Stakeholder and User Identification - Visual Paradigm Guides Traditional Chinese<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/guides.visual-paradigm.com\/tw\/docs\/streamlining-the-software-lifecycle-integrating-ai-use-case-modeling-with-visual-paradigms-all-in-one-platform\/1-foundation-and-project-vision\/1-3-stakeholder-and-user-identification\/\" \/>\n<meta property=\"og:locale\" content=\"zh_TW\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"1.3 Stakeholder and User Identification - Visual Paradigm Guides Traditional Chinese\" \/>\n<meta property=\"og:description\" content=\"Mapping Stakeholder Needs and Defining User Types to Ensure the System With the system scope and problem context clearly defined, the next critical step is to identify who the system is really for\u2014and what they need from it. 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