Master State of Play

Presentation of the state of my research after the semester break during summer 2012.

Transcript

1. STATE OF PLAY Benjamin Wiederkehr, 21.09.2012 Benjamin Wiederkehr Zürcher Hochschule der Künste Master of Arts in Design Interaction Design 1
2. Benjamin Wiederkehr, 21.09.2012 Content and representation models for the exploration, evaluation and communication of personal financial information. Practice- and application-oriented (Type A) Supervised by Prof. Dr. Gerhard Buurman and Karmen Franinović 2 Visual Instruments for Personal Finances
3. Benjamin Wiederkehr, 21.09.2012 01 TOPIC RECAP Research Question Knowledge Gap Relevance 3
4. Benjamin Wiederkehr, 21.09.2012 Research Question The essential question of this thesis is, how the content and representation model of personal financial information influences understanding for inexperienced people. 4
5. Benjamin Wiederkehr, 21.09.2012 Research Question What specific configuration of information is relevant, meaningful and useful to the user in the different contexts of handling finances? 5
6. Benjamin Wiederkehr, 21.09.2012 Research Question What specific configuration of information is relevant, meaningful and useful to the user in the different contexts of handling finances? 5
7. Benjamin Wiederkehr, 21.09.2012 Research Question What specific configuration of information is relevant, meaningful and useful to the user in the different contexts of handling finances? How does the visual and functional design of an instrument for the exploration, evaluation and communication of personal financial information need to be, to facilitate an intuitively accessible, memorable and actionable comprehension. 5
8. Benjamin Wiederkehr, 21.09.2012 Challenge: Complexity of Information 6
9. Benjamin Wiederkehr, 21.09.2012 Contextualize 7 Gregory Brian Judelman Knowledge Visualization — Problems and Principles for Mapping the Knowledge Space (p.31) Judelman, G.B. (2004). Knowledge Visualization: Problems and Principles for Mapping the Knowledge Space.
10. Benjamin Wiederkehr, 21.09.2012 Advise 8 Gregory Brian Judelman Knowledge Visualization — Problems and Principles for Mapping the Knowledge Space (p.31) Judelman, G.B. (2004). Knowledge Visualization: Problems and Principles for Mapping the Knowledge Space.
11. Benjamin Wiederkehr, 21.09.2012 Relevance A more careful and more conscious financial behavior of many individuals may also positively impact the national economy. The expected consequences include not only a reduction of personal debt and financial fraud, but furthermore an improved efficiency and stability of financial markets. 9
12. Benjamin Wiederkehr, 21.09.2012 Relevance A more careful and more conscious financial behavior of many individuals may also positively impact the national economy. The expected consequences include not only a reduction of personal debt and financial fraud, but furthermore an improved efficiency and stability of financial markets. 9
13. Benjamin Wiederkehr, 21.09.2012 02 METHODS 10
14. Benjamin Wiederkehr, 21.09.2012 Analysis of target audience Methods 1. Contextual Inquiry (video, photography, transcriptions of the conversations) 2. Cultural Probes (photography, journals) Material →User Personas →User Scenarios →Mapping of User Needs X
15. Benjamin Wiederkehr, 21.09.2012 Analysis of existing instruments Methods 1. Affinity Diagram 2. Expert Review Material →Collection and categorization →State of the art in research and industry →Discrepancy between demand and supply 11
16. Benjamin Wiederkehr, 21.09.2012 Established Applications 12
17. Benjamin Wiederkehr, 21.09.2012 Swiss Applications 13
18. Benjamin Wiederkehr, 21.09.2012 Khan Academy 14
19. Benjamin Wiederkehr, 21.09.2012 What I am working on right now Categorization of existing intruments Taxonomy landscape of personal financial information Affinity diagram of financial goals & fears 15
20. Benjamin Wiederkehr, 21.09.2012 Conception and development Methods 1. Parallel Design 2. Iterative Design 3. Competitive Testing 4. Walkthroughs 5. A/B Testing Material →Set of prototypes →Functional instrument 16
21. Benjamin Wiederkehr, 21.09.2012 Level of Fidelity: Sketches 17
22. Benjamin Wiederkehr, 21.09.2012 Level of Fidelity: Wireframes 18 Browser Window Momon Dashboard Transactions Trends Manage Sign Out Footer Balance Time Category August 2012 Balance over time Size of transactions Number of transactions Month Browser Window Momon Dashboard Transactions Trends Manage Sign Out Footer Balance Time Category August 2012 Spending per category Month % Housing Transportation Education Groceries Hobbies Insurence Taxes Family Dining Gifts O Spending per category over time
23. Benjamin Wiederkehr, 21.09.2012 Level of Fidelity: Mockup 19
24. Benjamin Wiederkehr, 21.09.2012 Level of Fidelity: Mockup 20
25. Benjamin Wiederkehr, 21.09.2012 Level of Fidelity: Prototype 21
26. Benjamin Wiederkehr, 21.09.2012 Discussion A set of design recommendations for interactive visual analysis tools that support an intuitively accessible, memorable and actionable comprehension. It is planned to draw conclusions for a potential adaption and application in other domains like healthcare, justice, or politics. 22
27. Benjamin Wiederkehr, 21.09.2012 03 SCHEDULE 23
28. Benjamin Wiederkehr, 21.09.2012 1. Coordination 2. Definition 3. Preparation 4. Investigation 5. Conception 6. Development 7. Evaluation 8. Presentation 24 . . . . . . . . . . . . . . . . . . . . . . .
29. Benjamin Wiederkehr, 21.09.2012 1. Coordination 2. Definition 3. Preparation 4. Investigation 5. Conception 6. Development 7. Evaluation 8. Presentation 24 . . . . . . . . . . . . . . . . . . . . . . . 4.1 Analysis of target audience 4.2 Analysis of existing instruments 4.3. Evaluation of existing instruments 4.4 Definition of discrepancy between demand and supply
30. Benjamin Wiederkehr, 21.09.2012 1. Coordination 2. Definition 3. Preparation 4. Investigation 5. Conception 6. Development 7. Evaluation 8. Presentation 25 . . . . . . . . . . . . . . . . . . . . . . . 4.1 Analysis of target audience 4.2 Analysis of existing instruments 4.3. Evaluation of existing instruments 4.4 Definition of discrepancy between demand and supply
31. Benjamin Wiederkehr, 21.09.2012 Next steps Research Rework the theoretical foundation Investigation Analysis of target audience Conception and development Start user experiments with the test environment Evaluation and iteration of the prototypes and the test environment 26