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User Interfaces for
 the Next Generation
Mobile POS-Terminals

            Ivan Burmistrov
Prevalent POS-terminals
      Wide-spread countertop and less-common
      mobile POS-terminals and PIN-pads
The business context for mPOS
     • By 2010, there appeared a gap between
       advanced smartphone capabilities and tardy
       mobile POS (mPOS) technologies
     • Today’s consumers are tech savvy, and they
       increasingly expect the businesses they
       interact with to be as well
     • It became clear that existing method of
       servicing a customer by guiding them to a
       stationary POS terminal is no longer feasible,
       and retailers demanded a system of servicing
       the customer at the point of contact,
       regardless of where it takes place in the store
     • In response to this demand, manufacturers
       put next generation mPOS devices on the
       market
Examples of hi-end mPOS terminals
      New class of mobile gadgets




      Leading manufacturers are VeriFone (USA)
      and Ingenico (France)
Technical characteristics               1/2

      • Powerful processor working under
        specialized OS (Telium2 or VerixV)
      • Touchscreen up to 3.7” (iPhone 4 had
        a 3.5” screen)
      • Signature capture
      • Advanced multimedia capabilities
        (including dedicated multimedia
        processor)
      • All types of wireless communications:
        GPRS, 3G, WiFi, Bluetooth
Technical characteristics                2/2

      • Work with all types of credit and
        loyalty cards: cards with magnetic
        stripe, smartcards with a chip,
        contactless cards
      • Near Field Communication (NFC)
      • Printer with graphics capabilities
Fields of mPOS use
     • Retail
     • Delivery
     • Restaurants:
       table-service
       and fast food
     • Drive-throughs
     • Car parks
     • Gas stations
     • Transport:
       air, rail, ground
     • Hotels
     • Stadiums
     • Healthcare
mPOS restaurant scenario                        1/6

     Conventional restaurant scenario includes
     social communication and rituals mediated by
     a number of artifacts:
     menu, order slip, fixed POS-terminal, check,
     check holder, credit card, cash (tips for waiter)
mPOS restaurant scenario                2/6

     mPOS terminals can replace all these
     artifacts and process payments in situ




     Instead of menus,
     the waiter brings
     a pocket-size mobile
     POS device
mPOS restaurant scenario                     3/6

     • Customers browse the menu and make
       selections
     • Orders are forwarded directly to the kitchen
       without waiter’s mediation
mPOS restaurant scenario              4/6

     Video broadcast from the restaurant
     kitchen: entertainment and leaning
mPOS restaurant scenario   5/6

     Finally, payment
     with a credit card.
     The check can be
     printed or sent to
     customer’s email
mPOS restaurant scenario           6/6

     • Is everything OK? No!
     • Probably, the main
       question in this scenario
       is: when and how
       would the customer
       give a tip to the waiter?
       There is no ready
       answer to this question
     • If the waiter loses this
       source of income, he
       will not accept the mPOS
       technology and even
       may become a
       neoluddite…
Recommendations
 on the UX design
for mPOS terminals
Sources of recommendations
     There is no established set of UX
     design principles for mPOS yet
     Our recommendations are based on the
     following relevant sources:
        guidelines for mobile devices
        guidelines for touchscreens
        guidelines for self-service devices (NCR
         2010)
        guidelines for tabletop POS terminals
        guidelines for tabletop touchscreen POS
         terminals (Sjöberg 2006; Merrill 2008)
     + our own experience in UX design for
     mPOS (by now, limited to a single
Recommendation # 1
     • As shown in the restaurant example,
       mPOS can radically transform the whole
       retail and service ecosystem, its
       artifacts, conventional courses of action
       and established rituals
     • Introduction of mPOS is not only about
       new business processes and UIs. First of
       all, implantation of mPOS requires
       careful “reengineering” of the whole
       behavior and social roles of
       customers and sales personnel
     • In particular, a step-by-step smooth
       deployment of mPOS can be
       recommended (Accenture 2012)
Recommendation # 2
     Know the physical context of mPOS
     use
     •It is mostly about ergonomics, especially
     lightning conditions, ambient noise level,
     and temperature environment
     •Outdoors daylight or bright lighting in
     floor spaces (eg supermarkets) make
     information on LCD displays barely visible
     •For bright environments, use high
     contrast, larger text and dark on light
     designs
     •This is not the case for half-light rooms
     (like restaurants): light on dark designs are
     quite appropriate here
Recommendation # 3
     Know the mPOS technology
     •Be aware of the differences between
     transmissive and transflective screens,
     capacitive and resistive touchscreens etc
     •There exist many publications on these
     topics including those written from the UX
     point of view (Merrill 2008)
     •Select appropriate devices for use in
     different contexts
     •Also take into account costs
     associated with different technologies
Recommendation # 4
     Design differently for different
     classes of users
     •There are 3 classes of mPOS terminals
     users:
        customers
        retail and service personnel (cashiers,
         sales assistants, waiters etc)
        power users (system admins, cashiers
         managers)
     •Although all these users interact with the
     same physical device, each class of users
     should have different user interfaces (see
     Recommendation # 5)
Recommendation # 5                             1/2

     Prioritize usability goals
     Generally, for mPOS user interfaces for
     retail personnel, the following order of
     usability priorities can be recommended:
       1. efficiency (least time to perform
          transactions)
       2. effectiveness (accurate information, easy
          input and understandable output)
       3. user satisfaction (based on first two in
          work context)
       4. ease of learning (reduce time to learn
          system by making it comprehensible)
Recommendation # 5                               2/2

     Prioritize usability goals
     For customers, the order is quite
     different and almost inverse:
       1. ease of learning (the very first interaction
          with the device must be successful; support
          knowledge transfer from other mobile
          devices already familiar to users, eg
          smartphones)
       2. user satisfaction (supported by positive
          first impression of the device; rich design
          and multimedia capabilities)
       3. effectiveness (accurate information, easy
          input and understandable output)
       4. efficiency (perform transactions quickly)
Recommendation # 6
     Do not sacrifice usability to branding
     •Businesses often insist that their mPOS
     interfaces should follow their brand
     application guidelines (brand book)
     •In many cases this interferes with usability
     requirements because a small screen of a
     mobile device itself is inappropriate place
     for exercising in branding
     •Prioritize usability first, with brand
     reinforcement second in all situations
     •Explain them that poor usability hurts their
     image more than noncompliance of UI to
     their brand book (NCR 2010)
Literature
• Accenture (2012) Making Mobile POS Happen: Five Ways Stores
  Can Better Compete and Grow, Accenture |
  http://www.accenture.com/us-en/Pages/insight-making-
  mobile-pos-happen.aspx
• Merrill C. (2008) Touch-Screen Point of Sale Software:
  Strategies for Evaluating the Technology, Frisco: Fujitsu
  Transaction Solutions |
  http://www.fujitsu.com/downloads/SOL/fai/retailing/touchscr
  een-strategies_whitepaper.pdf
• NCR (2010) Contemporary Interface Design for Self-Service,
  Duluth: NCR Corporation |
  http://www.ncr.com/newsroom/resources/contemporary-
  interface-design-for-self-service-an-ncr-white-paper
• NCR (2011) The Future of Retail Point of Sale: Traditional and
  Mobile, Duluth: NCR Corporation |
  http://www.ncr.com/newsroom/resources/the-future-of-retail-
  point-of-sale-pos-traditional-and-mobile-an-ncr-white-paper
• Sjöberg S. (2006) A Touch Screen Interface for Point-Of-Sale
  Applications in Retail Stores, Umeå: Umeå University |
  http://www8.cs.umu.se/education/examina/Rapporter/Samuel
  Sjoberg.pdf
Thank you!

This presentation is available at
http://bit.ly/UDX2vg

Contact:
ivan@interux.com

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Ivan Burmistrov - User interfaces for mobile POS-terminals

  • 1. User Interfaces for the Next Generation Mobile POS-Terminals Ivan Burmistrov
  • 2. Prevalent POS-terminals Wide-spread countertop and less-common mobile POS-terminals and PIN-pads
  • 3. The business context for mPOS • By 2010, there appeared a gap between advanced smartphone capabilities and tardy mobile POS (mPOS) technologies • Today’s consumers are tech savvy, and they increasingly expect the businesses they interact with to be as well • It became clear that existing method of servicing a customer by guiding them to a stationary POS terminal is no longer feasible, and retailers demanded a system of servicing the customer at the point of contact, regardless of where it takes place in the store • In response to this demand, manufacturers put next generation mPOS devices on the market
  • 4. Examples of hi-end mPOS terminals New class of mobile gadgets Leading manufacturers are VeriFone (USA) and Ingenico (France)
  • 5. Technical characteristics 1/2 • Powerful processor working under specialized OS (Telium2 or VerixV) • Touchscreen up to 3.7” (iPhone 4 had a 3.5” screen) • Signature capture • Advanced multimedia capabilities (including dedicated multimedia processor) • All types of wireless communications: GPRS, 3G, WiFi, Bluetooth
  • 6. Technical characteristics 2/2 • Work with all types of credit and loyalty cards: cards with magnetic stripe, smartcards with a chip, contactless cards • Near Field Communication (NFC) • Printer with graphics capabilities
  • 7. Fields of mPOS use • Retail • Delivery • Restaurants: table-service and fast food • Drive-throughs • Car parks • Gas stations • Transport: air, rail, ground • Hotels • Stadiums • Healthcare
  • 8. mPOS restaurant scenario 1/6 Conventional restaurant scenario includes social communication and rituals mediated by a number of artifacts: menu, order slip, fixed POS-terminal, check, check holder, credit card, cash (tips for waiter)
  • 9. mPOS restaurant scenario 2/6 mPOS terminals can replace all these artifacts and process payments in situ Instead of menus, the waiter brings a pocket-size mobile POS device
  • 10. mPOS restaurant scenario 3/6 • Customers browse the menu and make selections • Orders are forwarded directly to the kitchen without waiter’s mediation
  • 11. mPOS restaurant scenario 4/6 Video broadcast from the restaurant kitchen: entertainment and leaning
  • 12. mPOS restaurant scenario 5/6 Finally, payment with a credit card. The check can be printed or sent to customer’s email
  • 13. mPOS restaurant scenario 6/6 • Is everything OK? No! • Probably, the main question in this scenario is: when and how would the customer give a tip to the waiter? There is no ready answer to this question • If the waiter loses this source of income, he will not accept the mPOS technology and even may become a neoluddite…
  • 14. Recommendations on the UX design for mPOS terminals
  • 15. Sources of recommendations There is no established set of UX design principles for mPOS yet Our recommendations are based on the following relevant sources:  guidelines for mobile devices  guidelines for touchscreens  guidelines for self-service devices (NCR 2010)  guidelines for tabletop POS terminals  guidelines for tabletop touchscreen POS terminals (Sjöberg 2006; Merrill 2008) + our own experience in UX design for mPOS (by now, limited to a single
  • 16. Recommendation # 1 • As shown in the restaurant example, mPOS can radically transform the whole retail and service ecosystem, its artifacts, conventional courses of action and established rituals • Introduction of mPOS is not only about new business processes and UIs. First of all, implantation of mPOS requires careful “reengineering” of the whole behavior and social roles of customers and sales personnel • In particular, a step-by-step smooth deployment of mPOS can be recommended (Accenture 2012)
  • 17. Recommendation # 2 Know the physical context of mPOS use •It is mostly about ergonomics, especially lightning conditions, ambient noise level, and temperature environment •Outdoors daylight or bright lighting in floor spaces (eg supermarkets) make information on LCD displays barely visible •For bright environments, use high contrast, larger text and dark on light designs •This is not the case for half-light rooms (like restaurants): light on dark designs are quite appropriate here
  • 18. Recommendation # 3 Know the mPOS technology •Be aware of the differences between transmissive and transflective screens, capacitive and resistive touchscreens etc •There exist many publications on these topics including those written from the UX point of view (Merrill 2008) •Select appropriate devices for use in different contexts •Also take into account costs associated with different technologies
  • 19. Recommendation # 4 Design differently for different classes of users •There are 3 classes of mPOS terminals users:  customers  retail and service personnel (cashiers, sales assistants, waiters etc)  power users (system admins, cashiers managers) •Although all these users interact with the same physical device, each class of users should have different user interfaces (see Recommendation # 5)
  • 20. Recommendation # 5 1/2 Prioritize usability goals Generally, for mPOS user interfaces for retail personnel, the following order of usability priorities can be recommended: 1. efficiency (least time to perform transactions) 2. effectiveness (accurate information, easy input and understandable output) 3. user satisfaction (based on first two in work context) 4. ease of learning (reduce time to learn system by making it comprehensible)
  • 21. Recommendation # 5 2/2 Prioritize usability goals For customers, the order is quite different and almost inverse: 1. ease of learning (the very first interaction with the device must be successful; support knowledge transfer from other mobile devices already familiar to users, eg smartphones) 2. user satisfaction (supported by positive first impression of the device; rich design and multimedia capabilities) 3. effectiveness (accurate information, easy input and understandable output) 4. efficiency (perform transactions quickly)
  • 22. Recommendation # 6 Do not sacrifice usability to branding •Businesses often insist that their mPOS interfaces should follow their brand application guidelines (brand book) •In many cases this interferes with usability requirements because a small screen of a mobile device itself is inappropriate place for exercising in branding •Prioritize usability first, with brand reinforcement second in all situations •Explain them that poor usability hurts their image more than noncompliance of UI to their brand book (NCR 2010)
  • 23. Literature • Accenture (2012) Making Mobile POS Happen: Five Ways Stores Can Better Compete and Grow, Accenture | http://www.accenture.com/us-en/Pages/insight-making- mobile-pos-happen.aspx • Merrill C. (2008) Touch-Screen Point of Sale Software: Strategies for Evaluating the Technology, Frisco: Fujitsu Transaction Solutions | http://www.fujitsu.com/downloads/SOL/fai/retailing/touchscr een-strategies_whitepaper.pdf • NCR (2010) Contemporary Interface Design for Self-Service, Duluth: NCR Corporation | http://www.ncr.com/newsroom/resources/contemporary- interface-design-for-self-service-an-ncr-white-paper • NCR (2011) The Future of Retail Point of Sale: Traditional and Mobile, Duluth: NCR Corporation | http://www.ncr.com/newsroom/resources/the-future-of-retail- point-of-sale-pos-traditional-and-mobile-an-ncr-white-paper • Sjöberg S. (2006) A Touch Screen Interface for Point-Of-Sale Applications in Retail Stores, Umeå: Umeå University | http://www8.cs.umu.se/education/examina/Rapporter/Samuel Sjoberg.pdf
  • 24. Thank you! This presentation is available at http://bit.ly/UDX2vg Contact: ivan@interux.com