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26 September 2008
Euro IA
Getting the right ticket
before the train leaves
The Challenges of User Centered Design for the
Swiss Federal Railways
1.   The challenge
2.   The benefits
3.   The difficulties
4.   Lessons learnt
5.   Conclusions




                        2
                        Euro IA
                        The right ticket
                        26 September 2008
3 Projects for the Swiss Federal Railways (SBB)

> Examples for complex systems and environments
> Developed by means of User Centered Design
   Front-end design first
   Iterative development of concept
   Visualization of concept in form of (klickable) prototypes
   User tests – including interviews – using prototypes in each
   iteration




                                                                  4
                                                                  Euro IA
                                                                  The right ticket
                                                                  26 September 2008
1. Ticket machine

> National tickets
> Regional and local tickets for over a dozen
  regional transport networks




                                                5
                                                Euro IA
                                                The right ticket
                                                26 September 2008
2. International tickets: Sales application

> From Switzerland to neighboring
  countries
   Germany, France, Italy, Austria
> «Best product», not best price
   Door to door, basically all trains
   Day & night trains, fast and slow connections
   Largely implemented
> Target group: trained salespeople of the
  SBB

                                                   7
                                                   Euro IA
                                                   The right ticket
                                                   26 September 2008
3. International tickets: Web application

> Back-end system identical to sales
  application
> Target group: Web users who buy online




                                            9
                                            Euro IA
                                            The right ticket
                                            26 September 2008
1. The challenge
2. The benefits
     a. for Web users
     b. for salespeople
     c. for touch screen users
3. The difficulties
4. Lessons learnt
5. Conclusions

                                 10
                                 Euro IA
                                 The right ticket
                                 26 September 2008
Major benefits for Web users

> Availability of online shop for international tickets
   24 hours
   Information on prices readily available
> Usability
   Adequacy to users‘ knowledge
   Simplification of products, addition of information
   Tested and optimized processes
   Tickets sell well online
   No phone calls for assistance or complaints


                                                          14
                                                          Euro IA
                                                          The right ticket
                                                          26 September 2008
1. The challenge
2. The benefits
     a. for Web users
     b. for salespeople
     c. for touch screen users
3. The difficulties
4. Lessons learnt
5. Conclusions

                                 15
                                 Euro IA
                                 The right ticket
                                 26 September 2008
16
Euro IA
The right ticket
26 September 2008
18
Euro IA
The right ticket
26 September 2008
19
Euro IA
The right ticket
26 September 2008
Major benefits for salespeople

> Improvements over old systems
   One system instead of several
   Not having to make several bookings & then manually annulate
   them
> Making use of salespeoples‘ knowledge
   Shortcuts for processes
   Use of abbreviations and codes
   Shortcuts on keyboard



                                                                  20
                                                                  Euro IA
                                                                  The right ticket
                                                                  26 September 2008
21
Euro IA
The right ticket
26 September 2008
1. The challenge
2. The benefits
     a. for Web users
     b. for salespeople
     c. for touch screen users
3. The difficulties
4. Lessons learnt
5. Conclusions

                                 22
                                 Euro IA
                                 The right ticket
                                 26 September 2008
24
Euro IA
The right ticket
26 September 2008
Major benefits for touch screen users

> Usability
   Fast process for important destinations
   («favorites»)
   Feedback on selections
   Additional information
> Accessibility
   Optimization of colors, font and size (poor vision,
   color blindness etc.)
> Large range of products and possible
  itineraries
   Suggestions of adequate related products (cross-
   and upselling)                                        26
   Additional information available                      Euro IA
                                                         The right ticket
                                                         26 September 2008
1.   The challenge
2.   The benefits
3.   The difficulties
4.   Lessons learnt
5.   Conclusions




                        27
                        Euro IA
                        The right ticket
                        26 September 2008
Touch screen users (I)

> Overwhelmed by range of
   Products
   Reductions and special offers
   and other options




                                   28
                                   Euro IA
                                   The right ticket
                                   26 September 2008
Touch screen users (II)

> Manual selection of itinerary requires knowledge of
  timetables and geography
> Several products not suitable for self-service
   Users lack knowledge about products
   Differences between products are not obvious
   Users are not interested in finding out the difference
   between products




                                                            30
                                                            Euro IA
                                                            The right ticket
                                                            26 September 2008
Management

> Considers process of buying international
  tickets online too long and complex
> Regrets not having off-the-shelf products




                                              31
                                              Euro IA
                                              The right ticket
                                              26 September 2008
IT

> Large range of complex systems
> Incomplete knowledge about systems
> Difficulties of communication between
  project team and IT in touch screen project




                                                32
                                                Euro IA
                                                The right ticket
                                                26 September 2008
1.   The challenge
2.   The benefits
3.   The difficulties
4.   Lessons learnt
5.   Conclusions




                        33
                        Euro IA
                        The right ticket
                        26 September 2008
What went well (I)

> User acceptance gave credibility to the project
   Stabilized project at an early stage
   prevented lengthy discussions




                                                    34
                                                    Euro IA
                                                    The right ticket
                                                    26 September 2008
What went well (II)

> Visualization in form of screens supported
  communication
   Klickable prototypes, storyboards and use case
   descriptions were important basis of work for IT
   Helped to convince management of soundness
   of projects




                                                      35
                                                      Euro IA
                                                      The right ticket
                                                      26 September 2008
What went well (III)

> Collaboration in the international tickets
  projects
   60 people – mostly representing business (sales)
   and developers – in one open plan office
   Feeling of sharing goals and tasks
   Ongoing and ad hoc communication                   Photo: Flickr.com

   High motivation of project team




                                                                          36
                                                                          Euro IA
                                                                          The right ticket
                                                                          26 September 2008
What should be improved

> Involvement of management
> Awareness raising in marketing
   Test of compatibility with self-service for new products
> Requirements engineering
> IT proof of concept
   Implementation testing for parts of the system in early stages
> Communication between team for design and concept and
  implementation team
   Design/concept team should be involved in implementation
   User Centered Design shall be part of all complex SBB-projects in   37
   the future                                                          Euro IA
                                                                       The right ticket
                                                                       26 September 2008
1.   The challenge
2.   The benefits
3.   The difficulties
4.   Lessons learnt
5.   Conclusions




                        38
                        Euro IA
                        The right ticket
                        26 September 2008
Making usable applications is not ...

> about making interfaces look nice




                                        39
                                        Euro IA
                                        The right ticket
                                        26 September 2008
... making usable applications is

> a design and development process
> based on the requirements of the people for whom it is
  designed
> Involving people from
   management
   business
   marketing
   IT
> who care and collaborate
> to make applications work                                40
                                                           Euro IA
                                                           The right ticket
                                                           26 September 2008
Thank you.

Jacqueline Badran            Zeix AG
                             Badenerstrasse 65
jacqueline.badran@zeix.com   Postfach 2522
                             CH–8026 Zürich
Andrea Rosenbusch            www.zeix.com
                             blog.zeix.com
andrea.rosenbusch@zeix.com




                                                 41
                                                 Euro IA
                                                 The right ticket
                                                 26 September 2008

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Getting the Right Ticket Before the Train Leaves

  • 1. 26 September 2008 Euro IA Getting the right ticket before the train leaves The Challenges of User Centered Design for the Swiss Federal Railways
  • 2. 1. The challenge 2. The benefits 3. The difficulties 4. Lessons learnt 5. Conclusions 2 Euro IA The right ticket 26 September 2008
  • 3.
  • 4. 3 Projects for the Swiss Federal Railways (SBB) > Examples for complex systems and environments > Developed by means of User Centered Design Front-end design first Iterative development of concept Visualization of concept in form of (klickable) prototypes User tests – including interviews – using prototypes in each iteration 4 Euro IA The right ticket 26 September 2008
  • 5. 1. Ticket machine > National tickets > Regional and local tickets for over a dozen regional transport networks 5 Euro IA The right ticket 26 September 2008
  • 6.
  • 7. 2. International tickets: Sales application > From Switzerland to neighboring countries Germany, France, Italy, Austria > «Best product», not best price Door to door, basically all trains Day & night trains, fast and slow connections Largely implemented > Target group: trained salespeople of the SBB 7 Euro IA The right ticket 26 September 2008
  • 8.
  • 9. 3. International tickets: Web application > Back-end system identical to sales application > Target group: Web users who buy online 9 Euro IA The right ticket 26 September 2008
  • 10. 1. The challenge 2. The benefits a. for Web users b. for salespeople c. for touch screen users 3. The difficulties 4. Lessons learnt 5. Conclusions 10 Euro IA The right ticket 26 September 2008
  • 11.
  • 12.
  • 13.
  • 14. Major benefits for Web users > Availability of online shop for international tickets 24 hours Information on prices readily available > Usability Adequacy to users‘ knowledge Simplification of products, addition of information Tested and optimized processes Tickets sell well online No phone calls for assistance or complaints 14 Euro IA The right ticket 26 September 2008
  • 15. 1. The challenge 2. The benefits a. for Web users b. for salespeople c. for touch screen users 3. The difficulties 4. Lessons learnt 5. Conclusions 15 Euro IA The right ticket 26 September 2008
  • 16. 16 Euro IA The right ticket 26 September 2008
  • 17.
  • 18. 18 Euro IA The right ticket 26 September 2008
  • 19. 19 Euro IA The right ticket 26 September 2008
  • 20. Major benefits for salespeople > Improvements over old systems One system instead of several Not having to make several bookings & then manually annulate them > Making use of salespeoples‘ knowledge Shortcuts for processes Use of abbreviations and codes Shortcuts on keyboard 20 Euro IA The right ticket 26 September 2008
  • 21. 21 Euro IA The right ticket 26 September 2008
  • 22. 1. The challenge 2. The benefits a. for Web users b. for salespeople c. for touch screen users 3. The difficulties 4. Lessons learnt 5. Conclusions 22 Euro IA The right ticket 26 September 2008
  • 23.
  • 24. 24 Euro IA The right ticket 26 September 2008
  • 25.
  • 26. Major benefits for touch screen users > Usability Fast process for important destinations («favorites») Feedback on selections Additional information > Accessibility Optimization of colors, font and size (poor vision, color blindness etc.) > Large range of products and possible itineraries Suggestions of adequate related products (cross- and upselling) 26 Additional information available Euro IA The right ticket 26 September 2008
  • 27. 1. The challenge 2. The benefits 3. The difficulties 4. Lessons learnt 5. Conclusions 27 Euro IA The right ticket 26 September 2008
  • 28. Touch screen users (I) > Overwhelmed by range of Products Reductions and special offers and other options 28 Euro IA The right ticket 26 September 2008
  • 29.
  • 30. Touch screen users (II) > Manual selection of itinerary requires knowledge of timetables and geography > Several products not suitable for self-service Users lack knowledge about products Differences between products are not obvious Users are not interested in finding out the difference between products 30 Euro IA The right ticket 26 September 2008
  • 31. Management > Considers process of buying international tickets online too long and complex > Regrets not having off-the-shelf products 31 Euro IA The right ticket 26 September 2008
  • 32. IT > Large range of complex systems > Incomplete knowledge about systems > Difficulties of communication between project team and IT in touch screen project 32 Euro IA The right ticket 26 September 2008
  • 33. 1. The challenge 2. The benefits 3. The difficulties 4. Lessons learnt 5. Conclusions 33 Euro IA The right ticket 26 September 2008
  • 34. What went well (I) > User acceptance gave credibility to the project Stabilized project at an early stage prevented lengthy discussions 34 Euro IA The right ticket 26 September 2008
  • 35. What went well (II) > Visualization in form of screens supported communication Klickable prototypes, storyboards and use case descriptions were important basis of work for IT Helped to convince management of soundness of projects 35 Euro IA The right ticket 26 September 2008
  • 36. What went well (III) > Collaboration in the international tickets projects 60 people – mostly representing business (sales) and developers – in one open plan office Feeling of sharing goals and tasks Ongoing and ad hoc communication Photo: Flickr.com High motivation of project team 36 Euro IA The right ticket 26 September 2008
  • 37. What should be improved > Involvement of management > Awareness raising in marketing Test of compatibility with self-service for new products > Requirements engineering > IT proof of concept Implementation testing for parts of the system in early stages > Communication between team for design and concept and implementation team Design/concept team should be involved in implementation User Centered Design shall be part of all complex SBB-projects in 37 the future Euro IA The right ticket 26 September 2008
  • 38. 1. The challenge 2. The benefits 3. The difficulties 4. Lessons learnt 5. Conclusions 38 Euro IA The right ticket 26 September 2008
  • 39. Making usable applications is not ... > about making interfaces look nice 39 Euro IA The right ticket 26 September 2008
  • 40. ... making usable applications is > a design and development process > based on the requirements of the people for whom it is designed > Involving people from management business marketing IT > who care and collaborate > to make applications work 40 Euro IA The right ticket 26 September 2008
  • 41. Thank you. Jacqueline Badran Zeix AG Badenerstrasse 65 jacqueline.badran@zeix.com Postfach 2522 CH–8026 Zürich Andrea Rosenbusch www.zeix.com blog.zeix.com andrea.rosenbusch@zeix.com 41 Euro IA The right ticket 26 September 2008