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    <article-meta>
      <title-group>
        <article-title>Toward an Ontological Analysis of Archetypal Entities in the Marketing Domain: Personas and Related Concepts</article-title>
      </title-group>
      <contrib-group>
        <contrib contrib-type="author">
          <string-name>Moacyr Cortelette Junior</string-name>
          <email>moacyr.cortelette@gmail.com</email>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>João Paulo A. Almeida</string-name>
          <email>jpalmeida@ieee.org</email>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <aff id="aff0">
          <label>0</label>
          <institution>Ontology and Conceptual Modeling Research Group (NEMO), Computer Science Department, Federal University of Espírito Santo (UFES)</institution>
          ,
          <addr-line>Vitória, ES</addr-line>
          ,
          <country country="BR">Brazil</country>
        </aff>
      </contrib-group>
      <pub-date>
        <year>1987</year>
      </pub-date>
      <abstract>
        <p>Archetypal entities are widely applied in the marketing domain as fictional representations of customers and market segments. They are used by marketers in the task of understanding the customers' needs, wants and demands, and as drivers for marketing strategies. However, archetypes offer many challenges concerning their proper representation and utilization due to difficulties in meaning consensus and boundaries definition. In this work, we identified some archetypal entities and we examined their relations with other concepts in the marketing domain. We also reviewed some foundational and complementary theories pointing directions toward an ontological analysis on the subject.</p>
      </abstract>
    </article-meta>
  </front>
  <body>
    <sec id="sec-1">
      <title>1. Introduction</title>
      <p>
        <xref ref-type="bibr" rid="ref23">Kotler &amp; Keller (2016)</xref>
        define Personas in the marketing domain as “detailed
profiles of one, or perhaps a few, hypothetical target consumers, imagined in terms of
demographic, psychographic, geographic, or other descriptive attitudinal or behavioral
information”. In the design domain, Cooper (2004) defines Personas as the
“hypothetical archetypes of actual users”, a construct whose purpose is to provide a
description of the user and of what he wishes to accomplish. The author also
emphasizes that, although Personas are imaginary, they must be represented with
significant rigor and precision, being defined in terms of their personal attributes, habits
and goals. He also states that Design Personas and Marketing Personas are not the
same and that they have different purposes: while Marketing Personas are built upon
demographics and distribution channels (shedding light on the sales process), Design
Personas are based purely on users, enlightening the solution development process. In
addition, he further elaborates on the distinction, calling User Persona the design
related Persona that represents the actual user of the product or service being designed,
and Buyer Persona the marketing related Persona who acts as the buyer of the product
or service. Sometimes both Buyer Personas and User Personas can be representations
related to the same person (when the buyer is also the user), but it is not uncommon to
see different real persons as instances related with only one of the different Personas,
like when a parent buys something for his/her children, or when a manager buys some
solution that will be mostly used by workers of a specific division or function in the
company and that may not include himself (the manager) as an user.
      </p>
      <p>
        Both for the Marketing Persona and for the Design Persona, the representation
of their characteristics (demographic, psychographic, geographic, etc.), behaviors
(preferences, buying patterns, decision biases, etc.) and propositional attitudes (beliefs,
desires, and intentions, among others) is a challenging task and could also use help of
formal representations. Also, since marketing and design domains are closely related it
is of great importance to better define the interfaces between them. Further, all these
presented matters could benefit from a precise account of the archetypal entities, of the
nature of their relations with their real-world counterparts, and of their connection with
other entities within the domains. A broader investigation of these concepts, as well as
their similarities and differences in each domain could help both researchers and
practitioners, not only in understanding their correct utilization, but also motivating
insights and fostering the development of new tools, frameworks and methodologies.
For example, as shown in Griffo, Almeida, Guizzardi, &amp; Nardi (2017), Nardi, Falbo, &amp;
Almeida (2014), and
        <xref ref-type="bibr" rid="ref6">Azevedo et al. (2013)</xref>
        , a solid conceptual foundation can serve to
inform the design of (domain-specific) languages or representations approaches to
extend them in the path to support their users in their tasks.
      </p>
      <p>
        For our intended work, we believe that conceptual modelling can be used as a
means to address the required formalization. Falbo, Guizzardi, Gangemi, &amp; Presutti
(2013) explain that it can help “make a clear and precise description of the domain
elements for the purposes of communication, learning and problem solving” assisting
“humans in tasks such as meaning negotiation and consensus establishment”, as well as
possibly being used as guidance for the development of ontology design specifications
and operational ontologies. Thus, in this paper we examine a number of concepts and
theories that could serve as ontological foundations and we propose some directions in
the conception of an ontology regarding archetypal entities in the marketing domain.
We also believe in the potential to complement recent works of ontological analysis
related to competition
        <xref ref-type="bibr" rid="ref37">(Sales, Guarino, Guizzardi, &amp; Mylopoulos, 2018)</xref>
        , value
proposition
        <xref ref-type="bibr" rid="ref36">(Sales, Guarino, Guizzardi, &amp; Mylopoulos, 2017)</xref>
        , and value ascription
        <xref ref-type="bibr" rid="ref1">(Andersson, Guarino, Johannesson, &amp; Livieri, 2016)</xref>
        . In these contexts, we can
contribute by providing new components and viewpoints related to the representations
of the market (including its segmentation and related archetypal entities), and thus
enlightening future works toward the evolution or integration of these ontologies.
      </p>
      <p>This paper is further structured as follows: Section 2 briefly reviews the
literature on the role of archetypal entities in the marketing domain. This allows us to
identify in section 3 the concepts that should be focus of ontological analysis. Section 4
reviews some of the scarce literature on ontologies that cover similar topics. Section 5
identifies some foundations that can support us in ontological analysis, and finally
section 6 presents concluding remarks and outlines the path for further investigation.</p>
    </sec>
    <sec id="sec-2">
      <title>2. The Marketing Domain and its Archetypal Entities</title>
      <p>
        Marketing is said to be about identifying and meeting human and social needs, while
marketing management is “the art and science of choosing target markets and getting,
keeping, and growing customers through creating, delivering, and communicating
superior customer value”
        <xref ref-type="bibr" rid="ref23">(Kotler &amp; Keller, 2016)</xref>
        . For Drucker (2008), “the aim of
marketing is to know and understand the customer so well that the product or service
fits him and sells itself”. The marketing process can be divided in five sub-processes: (i)
understanding the marketplace and customer needs and wants; (ii) designing a customer
value-driven marketing strategy; (iii) constructing an integrated marketing program that
delivers superior value; (iv) engaging customers, building profitable relationships, and
creating customer delight; and (v) capturing value from customers to create profits and
customer equity. In this paper we are interested in the first step of this process, and
therefore we will focus on the understanding of the market and of the customer needs
and wants. The needs can be interpreted as “states of felt deprivation” and include
physical, social and individual needs inherent of humans. The wants can be understood
as the needs shaped in terms of culture and individual personality, representing
preferences concerning the specific means by which their needs can be fulfilled. Finally,
the wants become demands when backed by buying power, i.e. by the match between
customers’ wants and their resources. In this scenario, a market is defined as the set of
actual and potential buyers of a product or service that share specific needs or wants
which can be satisfied through exchange relationships
        <xref ref-type="bibr" rid="ref22">(Kotler &amp; Armstrong, 2017)</xref>
        .
      </p>
      <p>
        <xref ref-type="bibr" rid="ref23">Kotler and Keller (2016)</xref>
        explain that companies address customer needs by
providing a value proposition (set of benefits that provides needs satisfaction), which is
materialized through an offering (combination of products, services, information and
experiences). Offerings can lead to a brand (an offering from a known source such as a
specific company) which forms an image in people’s minds by many kinds of
associations. The authors further delineate the existent relationships between an industry
(collection of sellers) and a market (collection of buyers). While sellers send
products/services and communications (such as advertisements) to the market, in return
they receive money and information (like consumers attitudes and sales data) from the
market. In addition, they reveal the process by which the marketers do market
segmentation according to geographic, demographic, psychographic, and behavioral
differences, electing the greatest opportunities (target markets). For each target market
one offering is developed, aiming to generate a positioning strategy for the delivery of
some key benefits (value proposition) to target buyers through marketing channels.
      </p>
      <sec id="sec-2-1">
        <title>Blank &amp; Dorf (2012) explain that marketers and investors evaluate a market by</title>
        <p>
          dividing it in: Total Addressable Market, that represents the total existent customers that
could benefit from the company product/service; Served Available Market, that is
composed of the potential customers that the company can reach with its channels; and
Target Market, aggregating the most likely buyers. Schiffman &amp; Wisenblit (2015)
clarify that segmentation, targeting and positioning are the foundational processes of
marketing. In this regard, segmentation was defined as the process of dividing a market
into subsets in a way that each subset represents a consumer group with shared needs
that are different from those shared by other groups. In addition, targeting consists on
the selection of the most attractive segments.
          <xref ref-type="bibr" rid="ref22">Kotler &amp; Armstrong (2017)</xref>
          presents four
targeting strategies from the broader to the narrowest: the undifferentiated (mass)
marketing, the differentiated (segmented) marketing, the concentrated (niche) marketing
and the micromarketing (local or individual marketing). They clarify that when using a
niche strategy, instead of going after a small share of a large market, a firm goes after a
large share of one or a few smaller niches. Also, niching lets smaller companies focus
their limited resources on serving niches that may be unimportant to or overlooked by
larger competitors.
          <xref ref-type="bibr" rid="ref23">Kotler &amp; Keller (2016)</xref>
          , present a niche as “a more narrowly defined
customer group seeking a distinctive mix of benefits within a segment”.
        </p>
        <p>
          In the field of segmentation
          <xref ref-type="bibr" rid="ref17">Jenkinson (1994)</xref>
          introduced a fine-grained
approach toward the utilization of grouping and alignment concepts, which are more
powerful than segment and target. He stated that to segment implies dividing a given
population into portions based on appropriate factors, while grouping means finding and
collecting together people who share common characteristics. Later, his ideas evolved
to the concept of CustomerPrints defined as “day-in-the-life archetype descriptions”,
sort of imaginal characters that represent customer communities
          <xref ref-type="bibr" rid="ref18">(Jenkinson, 2009)</xref>
          .
          <xref ref-type="bibr" rid="ref7">Dudler et al. (2014)</xref>
          recommends an alternative strategy for market segmentation in the
place of the traditional geographic focus to be applied by consumer goods companies
with the use of market archetypes and consumer archetypes. A market archetype is “a
group of markets with a similar commercial environment, route to marketing, consumer
and customer types, KPIs, and capabilities”, while consumer archetypes is “a group of
consumers that transcend geography and share similar needs and preferences”. They
also suggest to group target personas into consumers archetypes. Blank &amp; Dorf (2012)
also suggest the adoption of customer archetypes as the fictional representation of target
customers, composed of detailed descriptions of customer traits including demographics
and psychographics, among other customer data, to form a “descriptive profile and an
entire story about a typical type or group of the company’s customer(s)”. They also
define six customer types: end users, influencers, recommenders, economic buyers,
decision-makers, and saboteurs.
        </p>
        <p>
          In the design domain Cooper (2004) crafted the term Persona as “hypothetical
archetypes of actual users”, also differentiating the user persona of the design domain
from the buyer persona of the marketing domain. For
          <xref ref-type="bibr" rid="ref32">Revella (2015)</xref>
          buyer personas
are “examples or archetypes of real buyers that allow marketers to craft strategies to
promote products and services to the people who might buy them”. She also alerts for
the fact that the growing interest in buyer personas over the past decade has resulted in
doubts concerning its effectiveness, mainly fostered by confusion about how they are
created and used. The author discerns the buyer persona from the buyer profile (another
helpful consumer representation to help thinking about target buyers as real people).
The main distinction between both is that the latter lacks buying insights (presented in
the buyer persona as a narrative of the buyer’s story concerning his buying experiences).
        </p>
        <p>The review of the marketing literature allowed us to identify the following
questions for further investigation with the support of ontological analysis: (i) what is
the nature of the archetypal entities in the domain (personas, archetypes, segments, and
niches), and how are they related to real-world entities? (ii) which structures of
categories and boundaries are best suited for the problems being addressed by marketers
while defining and refining their strategies (segmentation, targeting and positioning),
while generating fictional entities (archetypes and personas), and while classifying
realworld actual and potential customers? (iii) how the buying choice factors of humans can
be represented to consider the decision process over measurable quantitative
information (product features and specifications, pricing, buying power), the
individuality expressed through preferences concerning qualitative dimensions, and the
biased and irrational behavior inherent to the human nature?</p>
      </sec>
    </sec>
    <sec id="sec-3">
      <title>3. Preliminary Domain Analysis</title>
      <p>In this section, we synthetize some selected concepts found in the literature concerning
the archetypal entities of the marketing domain (Table 1). The selected literature was
comprised of a mix of the works of reference authors, consecrated textbooks, recent
industry reports and published research papers, besides popular trade literature broadly
employed by practitioners in the field. Following, we represent the concepts and their
relations in a straightforward schematic (Figure 1) in accordance to their definitions and
trying to minimize necessary adjustments. Finally, we briefly discuss some topics that
caught our attention and some aspects related to our research questions.
archetypes of real buyers that allow marketers to craft strategies to promote products</p>
      <p>
        and services to the people who might buy them
        <xref ref-type="bibr" rid="ref32">(Revella, 2015)</xref>
        hypothetical target consumers in terms of demographic, psychographic, geographic,
      </p>
      <p>or other descriptive attitudinal or behavioral information (Kotler &amp; Keller, 2016)</p>
      <p>
        The preliminary schema presented in Figure 1 illustrates important relations and
highlights the interplay between concepts. There is a latent need for proper
differentiation concerning categories, collections, kinds, roles and related ontological
affairs which could be addressed from the perspective of a foundational ontology such
as UFO
        <xref ref-type="bibr" rid="ref15">(Guizzardi, Wagner, Almeida, &amp; Guizzardi, 2015)</xref>
        . For example, the portrayal
of consumers and customers (also their types) as roles of a possible more general client
entity can be explored. Further, there are open questions concerning the nature of the
relations between fictitious entities such as archetypes (in a collective dimension) and
personas (in an individual dimension) and their real-world counterparts. We also believe
that the market concept and its bundled entities (market segment, served available
market, target market, niche, customer, and consumer) deserve further investigation of
their meronomic relations and aspects such as pertinence criteria and definition of
boundaries. Finally, attributes can be identified to better characterize each of the
concepts, with expected challenges on the subjectivity of needs, wants and demands.
      </p>
    </sec>
    <sec id="sec-4">
      <title>4. Extant Literature</title>
      <p>
        A preliminary effort for the identification of Persona kinds, attributes, and
characteristics was made by
        <xref ref-type="bibr" rid="ref9">Floyd et al. (2008)</xref>
        . They were motivated by the
communication problem that emerges from the use of different concepts under the same
labels within the same research domains. In their work they differentiated the marketing
persona from the design persona, focusing on the latter for further analysis. They
identified six kinds of design personas and classified each of them in terms of their
characteristics, also comparing them with a broader concept of marketing persona.
      </p>
      <sec id="sec-4-1">
        <title>Salma, El-Kadiri, &amp; Buraga (2012) and Negru &amp; Buraga (2013) developed the</title>
        <p>Ontology of Personas (PersonasOnto) for the User-Centered Design process, to be
applied within semantic web technologies, generating semantic annotation templates for
Personas as a complementary tool to usability testing schemas. Since their focus was on
the design process (rather than marketing activities), they have not addressed the
relation between personas and the concerns of segmentation, targeting and positioning.
Instead, they have explored the methods of User Persona (user requirements
communication) and Usability Testing (ease of use measurement) as tools to assist the
design process and product development.</p>
      </sec>
      <sec id="sec-4-2">
        <title>Sim &amp; Brouse (2014) developed the OntoPersonaURM, an Ontology-Based</title>
        <p>Persona-Driven User Requirements Modeling Model composed of three interrelated
ontologies: Persona Ontology, Behavioral-GST (Behavioral-Goal-Scenario-Task)
Ontology, and Requirements Ontology. It aims to foster common understanding of
users’ needs and behaviors among developers and stakeholders. It was built in the form
of a UML class diagrams and specifications in the Protégé-Frames ontology knowledge
management environment. Similarly, to PersonasOnto, the focus was on the design
persona rather than its relation to marketing concerns. They have focused on the
construction of ontologies for explicit specification of personas as representations of
users’ knowledge and characteristics, not approaching issues concerning the buying
decision process of customers, nor the market segmentation process of marketers.</p>
      </sec>
      <sec id="sec-4-3">
        <title>The same observation applies to the work of Anvari &amp; Tran (2013). They proposed the design of a persona ontology framework through a hierarchical representation for user-centred design professionals. Although the term “ontology” is used in their work, they have not presented a rigorously specified model for the domain.</title>
        <p>
          Beyond those efforts focused on design persona, there have been some attempts
to build more general enterprise ontologies including marketing concepts
          <xref ref-type="bibr" rid="ref30 ref42">(Osterwalder,
2004; Uschold, King, Moralee, &amp; Zorgios, 1998)</xref>
          . Although some of these refer to the
notions of markets and customers, they do not attempt at an account of the marketing
archetypal entities and their related concepts. Thus, there is an opportunity for research
that can bring clarity on the matter and fill this gap in the literature.
        </p>
      </sec>
    </sec>
    <sec id="sec-5">
      <title>5. Complementary Theories toward the Ontological Analysis</title>
      <p>So far, we have identified that an ontological analysis of the domain ought to clarify: (i)
the nature of the concepts and their relations, including relations between the (imaginal)
archetypal entities and their ‘mapping’ to real-world entities; (ii) the issues concerning
categorization, boundaries, pertinence to groups and representativeness that are
extensively used as strategy drivers in the domain; and (iii) the various phenomena that
govern the decision processes of marketers and customers, as well as the multiple
factors that affect the interplay between industries and markets over time. In this
section, we identify some theories that can support us in this research agenda.</p>
    </sec>
    <sec id="sec-6">
      <title>5.1. Categories and Archetypal Representations</title>
      <p>
        The Prototype theory
        <xref ref-type="bibr" rid="ref33">(Rosch, 1973)</xref>
        states that there are natural prototypes that can be
central or peripheral to a known category and whose utilization enhances the learning
about the category, leaning to be used as the reference for comparisons concerning
categorization. Even when the natural prototype is not a central tendency of the
category, they are likely to be perceived as sharing the most typical characteristics with
the members of the category. Following the Prototype theory ideas,
        <xref ref-type="bibr" rid="ref10">Gardenfors (2004)</xref>
        introduces a framework for knowledge representation in which Conceptual Spaces
consist of a number of geometrical quality dimensions resulting in regions that denote
concepts. Thus, the process of categorization happens through comparisons using the
notions of similarity and distance between concepts. By its turn, the Exemplar theory
stablishes that “an observer stores the individual training exemplars of a category in
memory” in contrast with Prototype theory in which “the observer forms an abstract
summary representation of a category”
        <xref ref-type="bibr" rid="ref29">(Nosofsky, 1992)</xref>
        . In both theories classification
reasoning is based on the similarity of an item to the underlying category representation.
      </p>
      <p>
        These cognitive theories were developed in an attempt to represent how human
mind is able to learn, construct and integrate new concepts in category schemes. They
can shed light on the empirical processes used by marketers while deciding about the
election of characteristics to define a category (in the processes of market segmentation
or Persona depiction). We believe they could assist us in the tasks of modelling
markets, segments, niches, archetypes (in a collective dimension), personas (in an
individual dimension), customers and consumers, and also their aggregation relations,
once for several of these concepts there are challenges concerning boundaries definition
and pertinence criteria. The notions of collections, clusters, comparison references and
boundary fuzziness, as well as of distances between concepts and exemplars similarity
can help address some of these issues.
        <xref ref-type="bibr" rid="ref34">Rosch (1978)</xref>
        explains that categories tend to be
viewed as being as separate from each other and as clear-cut as possible by means of
formal, necessary and sufficient criteria for category membership. She further elaborates
presenting that another way to achieve separateness and clarity of actually continuous
categories is by conceiving of each category in terms of its clear cases rather than its
boundaries, once categorical judgments become a problem only if one is concerned with
boundaries. Thus, for some concerns, the conventional mereological approach and
logical reasoning technique may not be sufficient, thus requiring the use of these
complementary theories to find better ways for their proper conceptual representation.
      </p>
    </sec>
    <sec id="sec-7">
      <title>5.2. Needs, Wants and Demands</title>
      <p>
        Intentionality is “the power of minds to be about, to represent, or to stand for, things,
properties and states of affairs”
        <xref ref-type="bibr" rid="ref16">(intentionality, 2018)</xref>
        . It leads to action when directed
toward some goal or thing as a result of reasoning based on propositional attitudes such
as beliefs, desires and intentions
        <xref ref-type="bibr" rid="ref13 ref31 ref39">(Quine, 1956; Searle, 1983; Bratman, 1987; Grice,
2001)</xref>
        . These concepts are of great relevance while modelling consumer behavior and
decision processes regarding the fulfillment of consumer needs, wants and demands,
and could use help of a foundational ontology of intentional and social entities such as
UFO-C that addresses notions such as beliefs, desires, intentions, among others
        <xref ref-type="bibr" rid="ref15">(Guizzardi, et al., 2015)</xref>
        . In addition, human irrationality is also a subject of great
importance concerning consumers’ behavior. The pioneering works of
        <xref ref-type="bibr" rid="ref20">Kahneman &amp;
Tversky (1979)</xref>
        and
        <xref ref-type="bibr" rid="ref21">Kahneman, Slovic &amp; Tversky (1982</xref>
        ), besides the recent works of
        <xref ref-type="bibr" rid="ref5">Ariely (2009)</xref>
        and
        <xref ref-type="bibr" rid="ref41">Thaler (2017)</xref>
        are examples of relevant research on the subject.
Thaler was awarded in 2017 with the Nobel Prize in Economics for having
“incorporated psychologically realistic assumptions into analyses of economic
decisionmaking. By exploring the consequences of limited rationality, social preferences, and
lack of self-control, he has shown how these human traits systematically affect
individual decisions as well as market outcomes”
        <xref ref-type="bibr" rid="ref35">(Royal Swedish Academy of
Sciences, 2017)</xref>
        . Once the buying decision process is affected by social preferences and
human biased reasoning it is important to take into account how these phenomena are
manifested by the real-world customers and also how they can be represented in their
archetypal (imaginal) representations as individuals (e.g. personas) and as bundled
entities (e.g. customer archetypes and market segments). Therefore, in an ontological
analysis these irrationality patterns must be considered in conjunction with
demographic, psychographic, geographic, and other descriptive attitudinal or behavioral
information for a more precise representation of reality.
      </p>
      <p>
        Finally, the match between market offerings and consumer needs, wants and
demands can be clarified with theories such as Affordances
        <xref ref-type="bibr" rid="ref12">(Gibson, 1979)</xref>
        and Powers
        <xref ref-type="bibr" rid="ref25">(Molnar, 2007)</xref>
        . Originally, affordances explain the (environmental) niche phenomena
in which there is a match between a specific animal (and its characteristics, preferences
and behaviors) and a specific environment. In this view, the match happens once some
properties of the elements that compound the environment enable dispositions that
fulfill specific animal needs (e.g. shelter and nutrients). This theory was introduced in
the design domain by
        <xref ref-type="bibr" rid="ref28">Norman (1999)</xref>
        focusing on the perceived affordances of objects
that indicates its proper operation and that can be explored by designers in the path
toward better usability. In a similar perspective, powers are intrinsically dispositional
properties inherent to things in such a way that an object may have the power of
manifesting some behavior or utility under certain stimuli. Both theories may help on
the ontological analysis concerning the buying decision phenomena in the marketing
domain by enlightening the choice process and product suitability perception.
      </p>
    </sec>
    <sec id="sec-8">
      <title>6. Conclusion and Future Work</title>
      <p>
        Reasoning systems for marketing can benefit of ontology applications ranging from
human meaning negotiation and consensus establishment for the design of strategies
and systems, to the utilization of ontology-based databases (enhancing data retrieval,
analysis and integration), metadata annotation and mapping of ontology classes to
database schemas. In addition, activities such as sales leads classification and scoring
can use automated reasoning to gather insights to avoid missing sales opportunities and
to better allocate resources. Also, the increasingly customer experience personalization
and client base fragmentation require new tech-aided approaches according to recent
industry reports.
        <xref ref-type="bibr" rid="ref24">Chui et al. (2018)</xref>
        point that the highest potential impact from using
Artificial Intelligence (AI) is in marketing and sales, especially in industries that
generate large data sets due to frequent digital interactions with customers. The report
highlights practices such as defining ontologies and managing models over time to deal
with challenges concerning data handling. Furthermore, in a survey by IBM (2018),
executives expect that AI will help best in addressing challenges such as fully
understanding of customer needs, successfully prospecting new markets and targets, and
effectively managing customer/lead strategy.
        <xref ref-type="bibr" rid="ref11">Gartner (2018)</xref>
        also recommends the
combination of Personas with customer databases as key resources in marketing.
      </p>
      <p>With this context in mind, we have done a preliminary work of identification of
archetypal entities and the problems concerning their representations in the marketing
domain, as well as of some theories that can be used as the basis for an ontological
analysis. The preliminary schema (Figure 1) introduces a synthetized visual
representation that contributes to the understanding of the main concepts of the domain
and the relations between them. It helped us to identify the main targets of an
ontological analysis to be made concerning the bundled concepts (e.g. market
segments), the imaginal entities used by marketers (e.g. archetypes and personas), and
the components that interfere in the buying decision process (e.g. benefits, value
proposition, offering, channel, needs, wants, demands, preferences, resources). This will
be the basis for the construction of a well-founded ontology following an
ontologydriven conceptual modelling approach. This way we expect to elucidate in a near future
the research questions presented in this paper.</p>
      <sec id="sec-8-1">
        <title>We see our forthcoming work as having the potential to complement recent</title>
        <p>
          works toward ontologies about business domains
          <xref ref-type="bibr" rid="ref1 ref36 ref37">(Sales et al., 2018; Sales et al., 2017;
Andersson et al, 2016)</xref>
          by providing new components and viewpoints related to the
representations of the market elements, thus having the potential to enlighten future
works toward the evolution or integration of these ontologies. We also envision
contributions in the development of domain-specific languages, once a theoretical
wellfounded analysis can help inform the design of language elements and their
combinations. Successful applications of well-founded ontologies for language
redesign reveals the fruitfulness of this research direction
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