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Portfolio

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Portfolio

  1. 1. Malini Gargeshwari User Experience Architect Portfolio Excerpts
  2. 2. Presentation Format <ul><li>Pre-design Phase - Samples and methods </li></ul><ul><li>Design Phase – 2 case studies </li></ul><ul><ul><li>Soarian Clinicals </li></ul></ul><ul><ul><li>Emptoris </li></ul></ul><ul><li>User Evaluation and Testing – Samples </li></ul><ul><li>UI Evangelizing </li></ul>
  3. 3. Pre-Design Phase – Samples and Methods
  4. 4. User Requirements Gathering <ul><li>Observation </li></ul><ul><li>Focus Groups </li></ul><ul><li>Interviews </li></ul><ul><li>Job Shadowing – Contextual Enquiry </li></ul>
  5. 5. Requirements Gathering Through Observation <ul><li>‘… people settle down as quickly as possible at the correct gate. Once there, they don't mind venturing out to the restroom close by or to the telephone areas or the shops nearby, but all in the vicinity of their gate.’ </li></ul><ul><ul><li>Design implication: Design a feature where users can find out what exactly they could do in the vicinity of their gates. </li></ul></ul>Project : MA Thesis on designing an application for boredom relief during long airport layovers
  6. 6. Requirements Gathering Through Job-shadowing <ul><li>Few salient findings– </li></ul><ul><ul><li>Entering the same information multiple times </li></ul></ul><ul><ul><li>Loss of screen estate on irrelevant or unnecessary information/ interface elements </li></ul></ul><ul><ul><li>Loss of data – Page expires when agent attends to another call before being able to complete the data from the previous call </li></ul></ul>Project : Peoplesoft CRM Sales Force Automation - Leads Management <ul><li>More findings– </li></ul><ul><ul><li>Data entry of web leads involves minimum 11 steps </li></ul></ul><ul><ul><li>Creating a new customer during lead entry involves 26 steps </li></ul></ul><ul><ul><li>Getting preliminary information before making a call involves 21 steps </li></ul></ul>
  7. 7. Interpreting Data /Pre-conceptualization <ul><li>User and task analysis </li></ul><ul><li>Affinity diagrams </li></ul><ul><li>Personas </li></ul><ul><li>Heuristic evaluations </li></ul><ul><li>Brain storming and network diagrams </li></ul>
  8. 8. User and Task Analysis Project : Soarian Physician Order Entry <ul><li>4 ways to enter Orders </li></ul><ul><li>Select orders from a catalog </li></ul><ul><li>Bulk Orders related tasks </li></ul><ul><li>Order from clinical information context </li></ul><ul><li>Free text order entry </li></ul>
  9. 9. Process Diagrams Project : Peoplesoft CRM Sales Force Automation - Leads Management
  10. 10. Affinity Diagrams Project : MA Thesis
  11. 11. Affinity Diagrams Project : MA Thesis
  12. 12. Personas Project : Emptoris Sourcing Portfolio
  13. 13. Ray Thomas, Sourcing Specialist <ul><li>Ray Thomas, 55, works for Jennifer Carey. He is responsible for sourcing Flash memory chips and LCDs for cell phones. </li></ul><ul><li>Ray’s key goals – </li></ul><ul><ul><li>Use his deep understanding of the telecom industry (16 yrs exp.); his sound technical knowledge in electronics and his established network of contacts in the organization, manufacturers & suppliers including those in the far east (Ray worked from MHA’s Shangai location for 5 years) to identify hands-on event driven cost-cutting opportunities </li></ul></ul><ul><ul><li>Plan and set up events and instruct suppliers about the event before hand for smooth running event and ensuring maximum bids for consideration & be persuasive and effective in negotiation with or without Jennifer </li></ul></ul><ul><li>What’s important – </li></ul><ul><ul><li>Ray has always been a mentor and the person needing least supervision… So, anything that would make him feel stupid and inadequate especially in front of young and inexperienced colleagues will be most unwelcome and possibly shunned. </li></ul></ul><ul><li>Favorite quote – “In my experience, it takes more than just carrots to make a horse run faster” </li></ul>
  14. 14. Larry Chen, Sourcing Specialist <ul><li>Larry Chen, 28, works for Jennifer and is Ray’s peer & colleague. He is responsible for sourcing batteries for cell phones and office supplies for the Chicago office. Larry builds personal websites for himself and his friends as a hobby and is deeply interested in the latest tech gizmos. </li></ul><ul><li>Larry’s key goals – </li></ul><ul><ul><li>Use his computer skills and new software system adopted in the company as a means to get a head-start over peer competition and overcome any inexperience </li></ul></ul><ul><ul><li>Plan and set up events and instruct suppliers about the event before hand for smooth running event and ensuring maximum bids for consideration & be persuasive and effective in negotiation with or without Jennifer </li></ul></ul><ul><li>What’s important – </li></ul><ul><ul><li>Larry is sharp, suave and energetic and enjoys power. He likes to figure things out if it will make him more powerful and do things that he couldn’t do (or at least do easily) before. </li></ul></ul><ul><ul><li>He will embrace technology or anything else that will allow him to run faster in the race. If there is anything he values over the power of technology, it is the power of speed. </li></ul></ul><ul><li>Favorite quote – “Wouldn’t it be cool to host a ‘mobile auction’ on a wireless pocket PC?” </li></ul>
  15. 15. Heuristic Evaluation
  16. 16. Brain Storming/ Network Diagrams Project : MA Thesis
  17. 17. Brain Storming/ Network Diagrams Project : MA Thesis Airport Layover Companion for Boredom Relief
  18. 18. Design Phase
  19. 19. Design Process – Case Study 1: Soarian Clinicals
  20. 20. Design Phase- Broad Concepts <ul><ul><ul><li>Use case/ Requirement documents </li></ul></ul></ul><ul><ul><ul><li>Findings from Pre-design phase investigations </li></ul></ul></ul><ul><ul><ul><li>Artifacts </li></ul></ul></ul>Project : Soarian Physician Order Entry
  21. 21. Design Phase - Detailing Project : Soarian Physician Order Entry
  22. 22. Soarian Physician Order Entry Click Through
  23. 23. Worklist -c
  24. 24. Main layout
  25. 25. Notes pane
  26. 26. COS
  27. 27. Add order – Common
  28. 28. Add Order – Patient context
  29. 29. Add Order – Ordersets
  30. 30. Add Order – Catalog
  31. 31. Add order – Free text Collapsed
  32. 32. Add Order – Free text expanded
  33. 33. More COS
  34. 34. Lopressor – break-up
  35. 35. Med detail – simple
  36. 36. COS with “Rules” conflict collapsed
  37. 37. Single conflict (Rules) – opened
  38. 38. More COS
  39. 39. less COS
  40. 40. CHD showing Order on PR
  41. 41. Patient Record – CHD Order & dialog
  42. 42. Patient Record – CHD Notes & dialog Physician’s observations or analysis appears here as typed Hematology HGB 13.4 06/ 13/01 06:00
  43. 43. Patient Record – CHD Notes & dialog Hematology HGB 13.4 06/ 13/01 06:00 Physician’s observations or analysis appears here as typed Hematology RBC 4.69 06/11/01 06:31
  44. 44. Notes pane
  45. 45. Case study 2 - Emptoris
  46. 46. Design Phase – Information Architecture, Overall Scheme Project : Emptoris Sourcing Portfolio
  47. 47. Existing Sitemap – Understanding the Problems
  48. 48. Chief Issues Identified <ul><li>Menus were a mix of Navigation and shortcuts to actions </li></ul><ul><li>Menus were arranged in a object centric way (mirrors system design) than a task centric way </li></ul><ul><li>The utilities menu seems like a dump yard for menus that didn’t fit elsewhere </li></ul><ul><li>A mix of interface paradigms were being used inconsistently – Links to pop-ups, Buttons to pop-ups menus to screens, menus to pop-ups etc. </li></ul>
  49. 49. Portal Sourcing Admin Exec. Mgmt My settings Messages Concept
  50. 50. Concept: Dashboard as a Content Hub & Navigational aid <ul><li>Dashboard provides a meaningful first stop and a central hub for all items of interest to the user </li></ul><ul><li>Navigation framework – </li></ul><ul><ul><li>Workspaces and modules: Main navigational device with workspaces reflecting typical workflows and use cases </li></ul></ul><ul><ul><li>Dashboard:Content summaries, calendar & alerts driven navigation across workspaces to get to where your immediate attention is needed using shortcuts </li></ul></ul>
  51. 51. Overall structure Sourcing Workspace Maintain Catalog Workspace Manage Supply Base Workspace Manage Spend Workspace Executive Management Workspace Application Maintenance Workspace Portal/ Dashboard
  52. 54. Final Concept
  53. 55. Final Concept
  54. 56. Final Concept
  55. 57. Interaction Design Specifications <ul><li>Different formats to suit development organization needs </li></ul><ul><li>(Samples available in person) </li></ul>
  56. 58. User Evaluation and Testing
  57. 59. Usability Testing <ul><li>Laboratory testing </li></ul><ul><li>Less formal ‘Think-aloud’ methods </li></ul><ul><li>Detailed Findings Report </li></ul><ul><ul><li>(Samples available in person) </li></ul></ul>Projects : Vidal Sassoon, MA Thesis, Peoplesoft, Soarian and Emptoris
  58. 60. User Testing with Low Fidelity Mock-ups Project : Emptoris Sourcing Portfolio
  59. 61. Create Scenario x Create Scenario Scenario Options Scenario Options Choose Scenario Factors Detail Factors Define Scope Define Limits Review and Run Scenario Show me the lowest cost award by : Cherry picked award Best award by supplier Best number of suppliers Best by item grouping (e.g. regions) Best by supplier type Make my own scenario What’s this? What’s this? What’s this? What’s this? What’s this? Advanced Mode GO
  60. 62. Create Scenario x Create Scenario Define Scenario Factors Scenario Options Choose Scenario Factors Detail Factors Define Scope Define Limits Review and Run Scenario Scenario name : Advanced Mode Next Description: What factor would you like to use in your scenario? Number of suppliers considered for the award (overall or by item grouping. E.g. region) Items considered for the award Types of bids considered Performance costs Amount to award certain suppliers
  61. 63. Create Scenario x Create Scenario Refine Scenario Factors Scenario Options Choose Scenario Factors Detail Factors Define Scope Define Limits Review and Run Scenario Suppliers to Consider for Award Ford General Motors Toyota Honda Advanced Mode Next Select suppliers from the list below Search for suppliers Search Back
  62. 64. Create Scenario x Create Scenario Refine Scenario Factors Scenario Options Choose Scenario Factors Detail Factors Define Scope Define Limits Review and Run Scenario Do you want to limit the selected suppliers to the following…? Automobiles Cars SUV Trucks Advanced Mode Next Entire RFx Search and select items Search Back Selected Category or Categories
  63. 65. Create Scenario x Create Scenario Define Limits Scenario Options Choose Scenario Factors Detail Factors Define Scope Define Limits Review and Run Scenario Do you want to give each winning supplier a floor and/or ceiling for awarded amounts? Advanced Mode Yes No Back Floor: Specify the minimum amount to award as Primary Currency Ceiling: Specify the maximum amount to award as Primary Currency Next
  64. 66. Create Scenario x Create Scenario Review Scenario & Run Scenario Options Choose Scenario Factors Detail Factors Define Scope Define Limits Review and Run Scenario I want to find the lowest cost way to award the business by looking at suppliers with minority status across all items and award at least 5 % but no more than 25% to all awarded suppliers Advanced Mode Back Rules View Summary View Run Scenario Scenario name : Scenario name goes here Description : Scenario description goes here
  65. 67. Create Scenario x Create Scenario Review Scenario & Run Scenario Options Choose Scenario Factors Detail Factors Define Scope Define Limits Review and Run Scenario Summary View Rules View Scenario name : Scenario name goes here Description : Scenario description goes here Name Description Type Scope Supplier Units Min % Awarded Floor Ceiling Delete Print Advanced Mode Back Run Scenario
  66. 68. Evangelizing UI
  67. 69. Evangelizing and Mentoring <ul><li>Tip sheets and check lists for developers </li></ul><ul><li>User experience workshops for developers using examples from the product </li></ul><ul><ul><li>Extracts from a presentation to developers at Emptoris follows - </li></ul></ul>
  68. 70. Preventing errors <ul><li>What’s better than good error messaging is preventing errors as far as possible and as soon as possible in a given workflow. </li></ul><ul><li>Why delayed error messages are bad: I go to an ATM to withdraw money. I am asked for the PIN and I enter it although I am unsure if it is right. I am then asked for the type of transaction I want to do and I am happy I got through. I then enter the amount and the account from which I want to withdraw and wait for the cash. Instead, I get a printed receipt saying that my PIN failed! </li></ul>See Example
  69. 71. No Question in the lone questionnaire in this RFI
  70. 72. Looks like I am going to be able to Schedule…I even get a confirmation question
  71. 74. What’s more…Message has disappeared when I come back to this screen without having fixed the problem stated earlier. So, if I got caught up with something else and came back to this page, I may end up trying to schedule and get the same message again
  72. 75. Creating a Subset to Focus on <ul><li>In the Sourcing Portfolio, a subset of suppliers can be chosen from the list of all suppliers to manage . The wizard is launched with all the relevant information for the first supplier in the subset and then the user can conveniently change the supplier to manage from the subset by using a context dropdown on the top. </li></ul><ul><li>Why is this good? It's as if... An efficient clerk pulls together all the files she will be working on for the day from the master filing cabinet on the 4 th floor and switches between these files as needed conveniently at her desk. </li></ul>See Example
  73. 76. Creating a Subset to Focus on

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