Amir Dotan WUD2012

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Amir Dotan World Usability Day 2012 presentation's slides

Amir Dotan World Usability Day 2012 presentation's slides

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  • 1. UX  and  the  City  A  Glimpse  into  the  World  of  User  Experience  in  Londons  Financial  District    Amir  Dotan  /  LAB49   World  Usability  Day  2012   Usability  of  Financial  Systems  
  • 2. About  me  User  Experience  architect  at  LAB49;  a  technology  consulJng  firm  that    builds  advanced  soluJons  for  the  financial  services  industry  2010   User  Experience  Architect  -­‐  LAB49  2007   User  Experience  Researcher  –    Centre  for  HCI  Design,  City  University   MSc  Human-­‐Centred  Systems  (City  University  London)  2003   Degree  Lecturer  –  HCI  and  Web  Development  -­‐  SAE  InsJtute     BA  (Hons.)  Mul.media  Arts  (Middlesex  University)  2000   Flash  Developer  -­‐  SHAPE  InteracJve  Digital  Agency    
  • 3. I’m  going  to  talk  about  1.  Working  as  a  UX  professional  in  the  financial  services  industry  2.  The  trading  floor  work  environment  3.  Considera.ons  and  UI  design  guidelines  
  • 4. Working  in  the  financial  services  industry   Typical  UX  projects  –  Investment  Banking   Trading  systems  (Single  and  MulJ  Dealer  Plaorms)   Dashboards  –  AnalyJcs,  monitoring  and  reporJng  tools   Porolio  and  Risk  management     Research,  news,  economic  events,  market  senJments  etc.  
  • 5. Working  in  the  financial  services  industry   Data-­‐rich,  mission  criJcal  systems   There  is  a  need  to  display  and  organise  large   data  sets  and  support  criJcal  workflows   (e.g.  investment  decisions)  http://www.flickr.com/photos/jovriens/4592933854/
  • 6. Working  in  the  financial  services  industry   Diverse  user  groups   Internal  users  -­‐  Sales  teams,  traders,  management,  back-­‐office   External  users  -­‐  Small-­‐medium  businesses,  mulJnaJonal  companies,   professional  investors  (Insurance  companies,  pension  funds,     central  banks,  governments  etc.)   Diverse  needs,  workflows,  level  of  experience  hap://www.flickr.com/photos/d-­‐kav/4629934426/  
  • 7. Working  in  the  financial  services  industry   Investment  banks  are  relaJvely  new  to  UX  Scope  for  innovaJon  
  • 8. Working  in  the  financial  services  industry   “Fat  Finger”  syndrome   Poor  usability  can  be  very  costly  
  • 9. The  trading  floor  work  environment   Working  in  front  of  3-­‐6  monitors   and  mulJple  data  entry  devices   Very  limited  screen  real-­‐estate,  the  user  has  to   pay  aaenJon  to  many  things  at  once  hap://www.flickr.com/photos/27244534@N08/2539318470/  
  • 10. The  trading  floor  work  environment   Rear-­‐view  mirrors  aaached  to  monitors   Users  are  olen  distracted   Heightened  state  of  alert  
  • 11. The  trading  floor  work  environment   Busy  and  olen  unavailable  users   Lab-­‐based  usability  tesJng  and  other  structured   evaluaJon  methods  are  difficult  to  implement  http://www.flickr.com/photos/artemuestra/2941677924/
  • 12. Considera.ons  and  UI  design  guidelines   Use  of  colour   Colour  blindness  consideraJons  –  Not  relying   on  colour  alone  to  convey  informaJon  
  • 13. Considera.ons  and  UI  design  guidelines   Standard  components:   Trade  bloaer,  dealing  panels,  charts,  tables   Established  mental  models  and  industry  convenJons  we  need  to  consider  
  • 14. Considera.ons  and  UI  design  guidelines   Maximising  screen  real-­‐estate   Empty  spaces  are  rarely  welcomed  
  • 15. Considera.ons  and  UI  design  guidelines   Not  always  possible  to  use  real  data  in     prototypes  and  mockups   Difficult  to  simulate  condiJons  and   test  concepts  unJl  the  system  is  built  hap://www.flickr.com/photos/fredjk/276849773/  
  • 16. Considera.ons  and  UI  design  guidelines   Keyboard-­‐friendly  interfaces   Keying  data  can  be  a  considerable  part  of  a  workflow   Avoid  interacJons  that  require  changing  from  keyboard  to  mouse   Consider  tabbing  order  in  forms   Consider  keyboard  shortcuts   hSp://www.flickr.com/photos/paul_garland/2268928575/  
  • 17. Considera.ons  and  UI  design  guidelines   Typography  and  numbers   Numbers  are  very  important  but  in   many  cases  have  to  be  displayed  in   small  font  hap://www.flickr.com/photos/zoezolka/313115700/  
  • 18. Considera.ons  and  UI  design  guidelines   CustomisaJon  is  key   Make  interface  elements  detachable  and  collapsible     Enable  users  to  customise  the  UI   hap://www.flickr.com/photos/seven13avenue/2080281038/  
  • 19. Considera.ons  and  UI  design  guidelines   Don’t  visualise  data  just  because  you  can   Tabular  representaJon  has  its  strengths   Consider  offering  mulJple  view  modes   Is  the  user  looking  for  insight  or  single  data  element?  
  • 20. Thank  You  amir.dotan@lab49.com  @UX_links  @UX_for_Finance