#hcid2012 - UX and the City: Amir Dotan - Lab49

Transcript

1. A  Glimpse  into  the   World  of  User   Experience  in   London's  Financial   District     (2nd  Edi=on,  April  2012)     Amir  Dotan  /  LAB49   UX  and  the  City  
2. About  me   User  Experience  architect  at  LAB49;  a  technology  consul=ng  firm  that     builds  advanced  solu=ons  for  the  financial  services  industry   BA  (Hons.)  Mul.media  Arts  (Middlesex  University)   User  Experience  Architect  -­‐  LAB49   User  Experience  Researcher  –    Centre  for  HCI  Design,  City  University   Degree  Lecturer  –  HCI  and  Web  Development  -­‐  SAE  Ins=tute     Flash  Developer  -­‐  SHAPE  Interac=ve  Digital  Agency     2010   2007   2003   2000   MSc  Human-­‐Centred  Systems  (City  University  London)  
3. 3.  Considera.ons  and  UI  design  guidelines   1.  Working  as  a  UX  professional  in  the  financial  services  industry   2.  The  trading  floor  work  environment   I’m  going  to  talk  about  
4. Typical  UX  projects  –  Investment  Banking   Working  in  the  financial  services  industry   Trading  systems  (eCommerce  in  investment  banking  lingo)   Market  Data  -­‐  Research,  news,  events,  sen=ments  etc.   CRM  –  Client  Rela=onship  Management  tools   Dashboards  –  Analy=cs  and  monitoring  tools  
5. Data-­‐rich,  mission  cri=cal  systems   http://www.flickr.com/photos/jovriens/4592933854/ Working  in  the  financial  services  industry   workflows  (e.g.  investment  decisions)   A  need  to  organise  vast  amount  of   important  data  and  support  cri=cal   Impact  
6. Diverse  user  groups   h`p://www.flickr.com/photos/d-­‐kav/4629934426/   External  users  -­‐  Small-­‐medium  businesses,  mul=na=onal  companies,   Working  in  the  financial  services  industry   Internal  users  -­‐  Sales  teams,  traders,  management,  back-­‐office   central  banks,  governments  etc.)   Diverse  needs,  workflows,  level  of  experience   Impact   professional  investors  (Insurance  companies,  pension  funds,    
7. Different  procedures,  organisa=onal  structure   h`p://www.flickr.com/photos/grumbler/571106054/   Working  in  the  financial  services  industry   workflows,  corporate  culture,  terminology  etc.   Diverse  client  base   Part  of  the  domain  knowledge  is  client-­‐specific     Impact  
8. “Start  reading  the  Financial  Times”   h`p://www.flickr.com/photos/riceyrice/3032227676/   An  advice  I  was  given  #1  
9. Extremely  compe==ve  industry   h`p://www.flickr.com/photos/pues/2552993021/   Working  in  the  financial  services  industry   Clients  appreciate  the  benefits  of  good  UX  and     Impact   understand  it  can  give  them  a  compe==ve  edge  
10. The  industry  is  rela=vely  new  to  UX   Working  in  the  financial  services  industry   Impact   Scope  for  innova=on  
11. Limited  visibility  of  what  compe=tors  are  doing   http://www.flickr.com/photos/practicalowl/314989744/ Working  in  the  financial  services  industry   Not  always  easy  to  get  up  to  speed  and   see  how  others  solved  common  problems   Impact  
12. “Fat  Finger”  syndrome   Working  in  the  financial  services  industry   Poor  usability  can  be  very  costly   Impact  
13. http://www.flickr.com/photos/somegeekintn/3709203268/ Compliance  and  internal  legal  departments   Working  in  the  financial  services  industry   scru=nise  UX  work   “Will  a  client  get  confused  by  this  interface?  It  is  misleading?”   “Will  a  client  have  ground  to  sue  us?”   Yet  another  stakeholder   Impact  
14. Working  in  front  of  3-­‐6  monitors   h`p://www.flickr.com/photos/27244534@N08/2539318470/   The  trading  floor  work  environment   Very  limited  screen  real-­‐estate,  the  user  has  to   pay  a`en=on  to  many  things  at  once   Impact  
15. Rear-­‐view  mirrors  a`ached  to  the   The  trading  floor  work  environment   computer  screens   Users  are  ooen  distracted   Impact  
16. Legacy  systems   A  complicated  network  of  different  systems   The  trading  floor  work  environment   Ideas  and  workflows  are  ooen  determined   and  limited  by  technological  constraints   Impact  
17. Busy  and  ooen  unavailable  users   http://www.flickr.com/photos/artemuestra/2941677924/ The  trading  floor  work  environment   Lab-­‐based  usability  tes=ng  and  other  structured   evalua=on  methods  are  difficult  to  implement   Impact  
18. An  advice  I  was  given  #2   http://www.flickr.com/photos/stuseeger/226628124/ never  let  them  go”   “Find  someone  nice  in  the  bank  and  
19. Use  of  colours   Considera.ons  and  UI  design  guidelines   Colour  blindness  considera=ons  –  Not  relying   on  colour  alone  to  convey  informa=on   Red  and  green  combina=on  is  very  common       Impact  
20. Standard  components  –  The  blo`er,  SPOT  panels,  charts   Considera.ons  and  UI  design  guidelines   Some=mes  you  won’t  be  asked  to   reinvent  the  wheel..  Just  make  it  be`er   Impact  
21. Maximising  screen  real-­‐estate   Considera.ons  and  UI  design  guidelines   Empty  spaces  are  rarely  welcomed   Impact  
22. Not  always  possible  to  use  real  data  in     h`p://www.flickr.com/photos/fredjk/276849773/   Considera.ons  and  UI  design  guidelines   prototypes  and  mockups   Difficult  to  simulate  condi=ons  and   test  concepts  un=l  the  system  is  built   Impact  
23. Use  =cking  numbers  in  prototypes   http://www.flickr.com/photos/artnoose/2263480871/ Considera.ons  and  UI  design  guidelines   Helps  to  simulate  a  highly  dynamic  interfaces  
24. Keyboard-­‐friendly  interfaces   hSp://www.flickr.com/photos/paul_garland/2268928575/   Considera.ons  and  UI  design  guidelines   Keying  data  can  be  a  considerable  part  of  a  workflow  
25. Typography  and  numbers   h`p://www.flickr.com/photos/zoezolka/313115700/   Considera.ons  and  UI  design  guidelines   Numbers  are  very  important  but  in   many  cases  have  to  be  displayed  in   small  font   Impact  
26. Think  modular   h`p://www.flickr.com/photos/seven13avenue/2080281038/   Considera.ons  and  UI  design  guidelines   Make  interface  elements  detachable  and  collapsible     Enable  users  to  customise  the  UI   Impact  
27. Branding  and  Look-­‐and-­‐Feel   Considera.ons  and  UI  design  guidelines   Clients  demand  elegant  and  state-­‐of-­‐the  art  visual  designs   Impact  
28. h`p://www.flickr.com/photos/second_story/3120736445/   Considera.ons  and  UI  design  guidelines   Tabular  representa=on  has  its  strengths   Don’t  visualise  data  just  because  you  can.     Consider  offering  mul=ple  view  modes   Impact   Is  the  user  looking  for  insight  or  single  data  element?  
29. http://www.flickr.com/photos/harshilshah/1508319950/ amirdotan1@gmail.com   @UX_links   @UX_for_Finance   Thank  You