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
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
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
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.
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/
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/
Working in the ﬁnancial services industry Investment banks are relaJvely new to UX Scope for innovaJon
Working in the ﬁnancial services industry “Fat Finger” syndrome Poor usability can be very costly
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/
The trading ﬂoor work environment Rear-‐view mirrors aaached to monitors Users are olen distracted Heightened state of alert
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/
Considera.ons and UI design guidelines Use of colour Colour blindness consideraJons – Not relying on colour alone to convey informaJon
Considera.ons and UI design guidelines Standard components: Trade bloaer, dealing panels, charts, tables Established mental models and industry convenJons we need to consider
Considera.ons and UI design guidelines Maximising screen real-‐estate Empty spaces are rarely welcomed
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/
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/
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/
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/
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?
Thank You firstname.lastname@example.org @UX_links @UX_for_Finance
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