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nom.bravo
UX Portfolio




                    John E. Thompson
               Nerdery Interactive Labs, June-August 2011
John Thompson - nom.bravo




               Contents
                4   nom.bravo Process Plan              31 Designing the Interface
                                                            Frontend Wireframes (pp. 34-38)
                5    Defining the Project                   Admin Wireframes (pp. 40-48)
                      What Is nom.bravo?                    Visual Design
                      Project Scope
                      Outlining the Problem             50   About

                9    Researching the Process
                      Contextual Observation
                      Content Audit
                      Previous Process Flow

                14 Understanding the Audience
                    Research Methodology
                    The 4 C's
                    Empathy Map
                    User Types

                19 Improving on Existing Applications
                     Heuristic Analysis
                     Grub Hub
                     Chipotle Online Ordering
                     Nerdery Mainframe
                     Key Characteristics

                25 Architecting the Content
                    Mental Map
                    Ideal Process Flow
                    Site Map



                                                                                              2
John Thompson - nom.bravo




                nom.bravo
                Overview

                157.5 hours  (meetings included)
                                                   UX Framework
                                                   Project Definition
                                                   User Research
                24 work days                       Information Architecture
                June 14 - July 18                  Interface Design




                                                                              3
John Thompson - nom.bravo - Overview




                nom.bravo Process Plan
                This project brought a unique set of challenges and required a
                whole new toolset to help analyze and solve a problem. First, I
                                                                                  My Process:
                had to figure out the general UX plan, then I executed it.
                                                                                            Define the Project
                                                                                      1     I needed to figure out what nom.bravo actually
                                                                                            is and what the stakeholders desire it to be.
                                 This is the ideal.
                                 Due to the project timeline and my own
                                                                                            Research the Process
                                 familiarity with the UX process at the time,
                                 the "Researching the Process" and                    2     I then had to figure out what is already being
                                 "Understanding the Users" steps were
                                                                                            done to avoid making the same mistakes and
                                 truncated and replaced by a multiple-
                                 iteration wireframe-and-review process.
                                                                                            "reinventing the wheel."


                                                                                            Understand the Users
                                                                                      3     People are going to have to use and react to
                                                                                            this new process; I needed to understand how
                                                                                            to meet their needs, and exceed them!


                                                                                            Architect the Content
                                                                                      4     Before I wireframe the new system, I needed to
                                                                                            know the tasks and elements required and how
                                                                                            they relate to the new process flow.


                                                                                            Design the Interface
                                                                                      5     Finally, I'll take everything I have researched,
                                                                                            learned, and organized, then present a
                                                                                            wireframe set to the stakeholders. A revised set
                                                                                            will be handed off to development.

                                                                                                                                               4
John Thompson - nom.bravo




                nom.bravo
                Defining the Project                 What Is nom.bravo?
                                                     Project Scope
                Researching the Process              Outlining the Problem

                Understanding the Audience
                Improving on Existing Applications
                Architecting the Content
                Designing the Interface




                                                                             5
John Thompson - nom.bravo - Defining the Project




                 What Is nom.bravo?
                 nom.bravo is a proposed improvement to an internal lunch
                 process. The goal was to reduce administrative hours spent
                                                                              My Process:
                 managing lunch orders and streamline food ordering.
                                                                                        Interviewed Stakeholders
                                                                                        The project's development leads, project
                                                                                        manager, UX team (myself and my mentor), and
                                                                                        stakeholder met to discuss the project scope
                                                                                        seen on the following page. High-level
                                                                                        requirements and objectives were established.



                                                                                        Defined Requirements
                                                                                        A "scope of work" Google document outlining
                                                                                        key requirements had already been created.
                                                                                        Throughout the project, I would reference this
                                                                                        document.




                                                                                        Outline the Problem
                                                                                        After I knew what the people backing the
                                                                                        project wanted, I took a step back and
                                                                                        hammered down the main goals and objectives
                                                                                        of nom.bravo.




                                                                                                                                         6
John Thompson - nom.bravo - Defining the Project




                 Project Scope                                                                       nom.bravo Scope of Work

                                                                                                     The purpose of the nom.bravo application was to automate the daily internal lunch ordering
                                                                                                     process of the Nerdery Bloomington location. Employees would be able to create orders as
                 Before research was conducted, I met with the stakeholders,                         part of a larger group order, which was sent to specific restaurants. The application would also

                 backend development leads, and the project manager to                               allow for lunch scheduling, order placement, and financial reporting (primarily for payroll
                                                                                                     accounting).
                 discuss and specify high-level requirements and objectives. A
                 summary of the scope of work is shown.
                                                                                                     Restaurants
                                                                                                     - Jimmy John's (Bloomington)
                 The product itself was undefined, but we did know it would be integrated into the   - Possibly Chipotle (Bloomington)
                 company mainframe.                                                                  - Generic menu order form for other restaurants, along with a link to their online menu


                                                                                                     Ordering Features
                                                                                                     - Orders may be placed/edited/deleted during an open ordering time.
                                                                                                     - Users can order one or more times.
                                                                                                     - Users may select orders to be comped, with a reason.


                                                                                                     The Ordering Process
                                                                                                     1. User logs into nom.bravo.
                                                                                                     2. User selects restaurant.
                                                                                                     3. Users creates order or edit existing order, based on restaurant selection.
                                                                                                     4. User submits order.


                                                                                                     Accounting Features
                                                                                                     - Export a selected day's orders to a CSV for reconciliation and reporting.
                                                                                                     - Group orders by payer for ease of reconciliation.


                                                                                                     Administration Features
                                                                                                     - Add and remove menu items
                                                                                                     - Update menu item pricing
                                                                                                     - Select restaurants for the day
                                                                                                     - Select start/stop times, if different from default
                                                                                                     - View and maintain order records
                                                                                                     - Create group order for submitting to a restaurant



                                                                                                     *Not shown: Milestones and timeline

                                                                                                                                                                                                        7
John Thompson - nom.bravo - Defining the Project




                 Outlining the Problem
                 I knew what nom.bravo was supposed to be and what the
                 clients and stakeholders wanted, but I had a few questions to
                 answer about food ordering at the Nerdery on the whole:




                 What is the overriding problem?                                 What are the goals of this project?           What are the objectives?
                 The internal food ordering process is complex,                  - Reduce those work hours spent by admin by   - Admin has more time for work that absolutely
                 riddled with emails, and is time-intensive.                      about half (of ~6 hours a day) or more.       require human touch points.
                                                                                 - Automate food ordering.                     - Reduce the ratio of administrative work hours
                                                                                 - Integrate with payroll accounting.           to the increasing amount of lunch orders.
                                                                                 - Reduce human error in data handling.        - More timely and accurate accounting reports.
                                                                                                                               - Lessen order errors and mishandling.




                                                                                                                                                                             8
John Thompson - nom.bravo




                nom.bravo
                Defining the Project
                Researching the Process              Contextual Observation
                                                     Content Audit
                Understanding the Audience           Previous Process Flow

                Improving on Existing Applications
                Architecting the Content
                Designing the Interface




                                                                              9
John Thompson - nom.bravo - Researching the Process




                Process Research
                 I detailed the current process by researching who was involved,
                 what they were using, and their methodology.
                                                                                   My Process:
                                                                                             Contextual Observation
                                                                                             I shadowed one administrative staff member
                                                                                             through two rounds of food ordering (6 hours
                                                                                             total). I noted pain points, inefficiencies,
                                                                                             shortcuts, challenges, and people contacted.




                                                                                             Content Audit
                                                                                             Along with holistically analyzing the process, I
                                                                                             also collected all general documents and noted
                                                                                             key computer and web applications used by
                                                                                             staff and admin.




                                                                                             Outlined Previous Process Flow
                                                                                             I brought all of this research together to show
                                                                                             the process as it was to effectively identify and
                                                                                             incorporate improvements.




                                                                                                                                                 10
John Thompson - nom.bravo - Researching the Process




                Contextual Observation
                 To familiarize myself with the pain points, challenges, and
                 eccentricities of the process, I shadowed the administrative staff
                 tasked with handling food ordering.



                 Begin...
                1                                                 2                                    3                                  4
                                                                                                                                                       CMD-C
                                                                                                                                                       CMD-V
                                                                                                                                                       CMD-C
                                                                                                                                                       CMD-V
                 I scheduled two four-hour time                   I prepared a note-taking             When the time came, I sat next     When all the staff had received
                 slots with the primary                           template, complete with              to the administrator as she        orders and sent their orders
                 administrator.                                   symbols for (1) pain points, (2)     began the process, starting with   back in, I observed as the
                                                                  challenges, (3) shortcuts, and (4)   sending email announcements.       orders were copied and pasted
                                                                  contacted people.                                                       from email into Excel and Word.
                5                                                 6                                    7                                  8
                                                                                TY!


                 The rest of the sessions                         I remembered to thank the            I asked the administrator to       Then I translated everything I
                 consisted of two faxing sessions                 admin for taking the time to let     supply me with examples of all     wrote into a visible diagram.
                 and two to three hours of                        me observe and take notes.           the documents used.                See Previous Process Flow (page after next)

                 entering orders into accounting                                                       See Content Audit (next page)                                    ...done!
                 spreadsheets.

                                                                                                                                                                                  11
John Thompson - nom.bravo - Researching the Process




                Content Audit
                 Along with holistically analyzing the process, I also collected all
                 general documents and noted key computer and web
                 applications used by staff and admin:




                 Gmail                                              Online Menus / Internet                        Microsoft Word                                     Google Docs
                 Email was the primary mode of                      Aside from Chipotle (which had a specific      Used by admin to keep track of temporary           Used by both staff and admin, mostly for
                 communication for the process (ordering            order form), staff derived their orders from   data, such as fax-able orders and lists of staff   ordering food through the Chipotle order
                 food, announcing close times, reporting            online menus from each restaurant.             members who have earned free lunches.              form (below).
                 order errors, etc.).




                 Google Calendar                                    Restaurant Information                         Sent Lunch Order Form                              Existing Order Form
                 An existing lunch calendar displays the            Used by admin to store restaurant              Used by staff to fax to certain restaurants (in    Used by staff to order food through
                 restaurants available for the day as well as       information and primary contacts.              this case, Golden Wok).                            Chipotle. The data is sent to the admin.
                 their close times.




                Example Lunch Worksheet
                Multi-field Excel sheet used by admin to
                manually enter orders, names, and costs per
                group order (for each restaurant)




                                                                                                                                                                                                                 12
John Thompson - nom.bravo - Researching the Process




                Previous Process Flow
                 Now that I had both seen the admin handle food ordering in
                                                                                                                               KEY
                 action and had familiarized myself with the admin toolset, I                                                                                 Shortcut
                                                                                                                                     Pain point
                 outlined the process flow, as seen from the administrator's                                                         (unnecessary)
                                                                                                                                                              Call made
                 perspective. I noted pain points, challenges, and shortcuts.                                                        Challenge
                                                                                                                                     (inherent)
                                                                                                                                                              Email(s) sent

                 *Not shown: Chicago food ordering; Chipotle Bloomington food ordering; notifying
                 Shout Out free lunch winners.



                                       Check which                                Copy-paste-send        Copy-paste                  Copy-paste-send                 Reformat all orders
                                                                                                                                                                                           continued...
                                       restaurants are                            template email         received orders             template email                  from spreadsheet
                 Begin...              scheduled for the                          requesting lunch       (name, order,               announcing                      into a fax-able
                                       day                                        orders                 instructions)               ordering is closed              document.

                                             Memorize                                                         Tracking                    Email
                                                                                       Manual entry           nicknames                   spamming
                                             restaurants
                                            Adding a                                    Tracking              Multiple data               Staff misses
                                            restaurant                                  visiting              values                      order due to
                                                                                        Chicago                                           meeting
                                                                                        employees

                                                                                                         Copy-paste-send                                             Finalize order data
                                       Fax document to                                                   template email              Handle order                    on restaurant
                                                                                  Receive food
                                       each restaurant.                                                  announcing food             errors                          lunch order
                                                                                                         has arrived                                                 spreadsheets

                                             Call to ensure                                                                               Resolving                       Copy-paste
                                                                                        Late food
                                             receipt of fax                                                                               disputes                        alters text
                                                                                        arrival                                                                           format
                                             Restaurant                                                                                   Notify
                                             fax goes                                                                                     restaurant of
                                             unnoticed                                                                                    order errors

                                       Copy-paste Name,                           Adjust employee        Reconcile receipt                                           Combine each
                                                                                                                                     Update
                                       Order, and Price of                        costs for comped       with estimated                                              lunch order
                                                                                                                                     spreadsheet data
                                       all orders into                            (company-paid)         food cost (from                                             spreadsheet into
                                                                                                                                     as required
                                       spreadsheet                                orders                 spreadsheet)                                                "big spreadsheet"

                                             Memorize                                   Comped info           Acceptable                  Human error                     Prioritizing
                                             menu prices                                in separate           range: +/- $3               within data                     orders for
                                                                                        Word doc.                                         manipulation                    executives
                                            Locating the                                Shout Outs
                                            spreadsheet                                 (free lunches)


                                                                                                                                     Ensure there are
                                       Send "big                                  (Lunch costs           Notify free lunch
                                                                                                                                     restaurants
                                       spreadsheet" to
                                       accounting
                                                                                  deducted from
                                                                                  paychecks)
                                                                                                         winners (for future
                                                                                                         ordering)
                                                                                                                                     planned for the      ...done!
                                                                                                                                     following day

                                                                                                                                                                                                          13
John Thompson - nom.bravo




                nom.bravo
                Defining the Project
                Researching the Process
                Understanding the Audience           Research Methodology
                                                     Empathy Map
                Improving on Existing Applications   The 4 C's

                Architecting the Content             User Types


                Designing the Interface




                                                                            14
John Thompson - nom.bravo - Understanding the Audience




                Research Methodology
                I currently take an agnostic approach to figuring out how users
                think and how to best suit their needs. For this project, I wanted
                                                                                     My Process:
                to know who the general users are, how they behave, what they
                might be thinking and feeling, and what they might require with        C C C C   Outlined the 4 C's
                the proposed food ordering system. That's a lot of information,                  I created a table outlining the Components
                                                                                                 required, production and usage Challenges,
                so I took three related and integrated approaches.
                                                                                                 functional and aesthetic Characteristics, and the
                                                                                                 Characters involved.




                                                                                                 Created an Empathy Map
                                                                                                 I identified the thoughts, actions, sights, and
                                                                                                 feelings for two main "characters," as well as
                                                                                                 their goals and needs with respect to ordering
                                                                                                 food.




                                                                                                 Constructed User Types
                                                                                                 I identified the two basic, primary user types
                                                                                                 and one secondary user type from the list of
                                                                                                 "characters."




                                                                                                                                                     15
John Thompson - nom.bravo - Understanding the Audience




                The 4 C's
                I outlined, on four large sheets, the Components required for
                the system to work at a minimal level, the Challenges the users
                and the design and development team would face, the
                suggested Characteristics of the system, and the Characters
                who will be utilizing it. I bolded the high-priority items.




                Components                                         Challenges                                       Characteristics                                 Characters
                * Database                                         * Price accuracy                                 - Step-by-step                                  * Recurring/stable admin
                * Admin console                                    * Comparing physical receipt to est. cost        - Minimal instructions                          - New/substitute admin
                - Restaurant manager                               - Negotiating with restaurants                   * Practical and quick to implement              - Support (developers?)
                - Scheduler                                        - Resolving order errors                         * Scalable                                      * The food orderer
                * Order manager                                    * Ensuring order changes reflect cost            - Uses company stylesheet                       - The expert user
                * Exporting reports                                - Uploading custom menus                         - Robust at data handling                       - "High maintenance" food orderer
                * Export group orders                              - Scalability of application/process             - Admin overrides (into staff-submitted data)   * Recurring/stable accountant
                - Menu manager                                     - Comprehensive error messaging                  * Easy forms                                    - New/substitute accountant
                - Reconciliation page                              - Data tracking, sorting, exporting by           - Professional (relative to the company)        - Error reporter
                - Confirmation dialogs                               multiple date ranges (daily, weekly, 15-day)   - Readable text                                 - Delivery person
                - The food itself                                  - Syncing with company mainframe                 - Simple interface                              * Store owner/manager (primary contact)
                * Food ordering system (menu forms,                - Ordering food on time                          - Less (or no) email communication              - Cook (food service professional)
                  order confirmation, comping orders)              * Exporting reports in correct format            - User-agnostic / usable by anyone

                                                                                                                                                                                                         16
John Thompson - nom.bravo - Understanding the Audience




                Empathy Map
                I created an empathy map (summarized here) from subjectively
                analyzing what a user may think, do, see, and feel when
                performing the project-related action (in this case, ordering
                food). The goal was to put myself in the user's shoes.



                                                                                   Think                                  Do                           See                                    Feel
                                                                                   - "Why does this take so long?"        - Type names and orders      - Excel spreadsheets                   - Responsibility
                                                                                   - "Did I remember everything?"         - Fax group orders           - Menu orders                          - Disoriented
                                                                                   - "Who has a free lunch today?" - Email staff                       - Emails                               - Concerned / worried
                                                                                   - "What restaurants are                - Notify accounting          - Word documents                       - Overwhelmed
                                                                                      scheduled for today, again?"        - Call restaurant            - $X.XX                                - Relieved (when it's over)
                                                                                   - ...                                  - ...                        - ...                                  - ...
                                                                         Admin
                                                                                   Needs                                                               Goals
                                                                                   - Get orders from staff                                             - All orders are correct
                                                                                   - A way to record and export orders                                 - Not so many emails sent
                                                                                   - Specify order close times                                         - Reduce time spent handling process
                                                                                   - Phone, fax, email, Internet                                       - All files and data in one location




                                                                                   Think                              Do                               See                                    Feel
                                                                                   - "What do I want to eat?"         - Pick a menu item               - Online menus                         - Hunger
                                                                                   - "When does my food arrive?"      - Email order to admin           - Multiple emails                      - Jealousy ("Where's MY food?")
                                                                                   - "Why so many emails?"            - Locate food. Eat food.         - Names on food wrapping               - Angry/disappointed
                                                                                   - "Shoot. I forgot to order!"      - Notify admin of order errors   - Pay stub (minus food costs)          - Apathetic
                                                                                   - ...                              - ...                            - ...                                  - ...


                                                                           Staff   Needs                                                               Goals
                                                                                   - Food                                                              - Get food by noon
                                                                                   - Notification that ordering is open                                - Save orders / order in advance
                                                                                   - Ability to order food                                             - Reduce lunch costs
                                                                                   - A restaurant/menu to order food from                              - More restaurant and food options




                                                                                                                                                                                                                            17
John Thompson - nom.bravo - Understanding the Audience




                User Types
                Having the process flow and basic characters figured out, I
                knew how food ordering worked. Now I needed to identify the
                main users.




                                                                                                      What happened to                     What does this
                    It would be neat if we had
                                                                                                       my side of guac?                       order say?
                   our own internal Grub Hub!




                Admin                                                         Staff                                         Vendor
                PRIMARY                                                       PRIMARY                                       SECONDARY
                - The person handling the internal food                       - Those employees who do not bring in food    - Store owner or manager working a hectic
                  ordering process                                             every day                                     lunch hour
                - A company employee                                          - Usually a young professional                - Familiar with using a fax machine
                - Familiar with the internal politics and                     - Very adept at using complex applications    - Receive orders in a specific format
                  personalities                                               - Hungry, but patient and respectful of the   - Possibly not fluent in English
                - Looking to reduce the amount of time and                     admin's efforts
                  energy spent dealing with handling this
                  process



                                                                                                                                                                        18
John Thompson - nom.bravo




                nom.bravo
                Defining the Project
                Researching the Process
                Understanding the Audience
                Improving on Existing Applications   Heuristic Analysis
                                                     Grub Hub
                Architecting the Content             Nerdery Mainframe

                Designing the Interface              Chipotle Online Ordering
                                                     Key Characteristics




                                                                                19
John Thompson - nom.bravo - Improving on Existing Applications




                 Heuristic Analysis
                 I then analyzed the positive and negative aspects of existing
                 sites, methods, and applications. Grub Hub and Chipotle both
                                                                                                     Why I Analyzed...
                 served as inspirations for the interface, while the Nerdery
                 Mainframe served as a constraint for the interface components.
                                                                                                                ...Grub Hub:
                                                                                                                This application was explicitly mentioned by a
                 The CSS styles and functional components (form fields, date selectors, etc.) for
                 nom.bravo were predetermined, so I concentrated more on the process and practical              key user. It's a tried system, is incorporated into
                 features of each application, rather than aesthetics.                                          13 cities, and is actually used by the company's
                                                                                                                Chicago location.



                                                                                                                ...Chipotle Online Ordering:
                                                                                                                Chipotle is the second most commonly
                                                                                                                ordered-from restaurant at the company, and
                                                                                                                the key admin user fills out the Chipotle online
                                                                                                                ordering form for placing orders.



                                                                                                                ...the Nerdery Mainframe:
                                                                                                                Part of the stakeholder requests was that it
                                                                                                                integrate within the mainframe. And with a tight
                                                                                                                development timeline, we would duplicate
                                                                                                                certain selectors and input methods.




                                                                                                                                                                      20
John Thompson - nom.bravo - Improving on Existing Applications




                 Grub Hub                                                                                                                                               Easy Undo
                                                                                                                                                                        Some people often
                 Grub Hub (grubhub.com) is an online food ordering system                                                                                               switch orders last-
                 open to the general public. Many aspects of this application                                                                                           minute. Grub Hub
                                                                                                                                                                        gives them this
                 would take up too much time to implement, so I identified
                                                                                                                                                                        capability, in a digital
                 elements integral to the process of ordering online.                                                                                                   context.




                 Simple Top Nav            Obvious Steps            Call-to-Action            Prices Next to                          Adding Extra
                 Global navigation is      Large, bold type with    within Button             Items                                   Items Is Easy
                 easy to track and         actionable fields        A simple and              Listing prices next to                  Simple checkbox
                 keeps to a near-          immediately below it     commanding button         individual items                        forms are easy to
                 minimum three tabs.       make it clear where      leading to the next       (versus only in the                     code, recognizable by
                                           the user is supposed     clears up the path        order summary)                          all potential                     Informative
                                           to start.                even more.                ensures the user can                    nom.bravo users.                  Order Summary
                                                                                              afford the order.                                                         All the pertinent
                                                                                                                                                                        information is clearly
                                                                                                                                                                        and concisely laid out,
                                                                                                                                                                        including full pricing
                  Grub Hub Food Ordering Process (Simplified)                                                                                                           information (subtotal,
                                                                                                                                                                        total, tax, and tip).


                                                Choose restaurant                                                      Specify delivery
                        Type address                                      Add menu items   Finish ordering                                                Place order
                                                 from list or map                                                        instructions




                                                                                                                                                                                                   21
John Thompson - nom.bravo - Improving on Existing Applications




                 Chipotle Online Ordering
                 Chipotle is Mexican restaurant specializing in burritos. Their
                 online ordering process is aesthetically pleasing and is actually
                 utilized by the company's administrator when ordering food.




                                     Disabled                                                                                                                 Allow Order                          Helpful Error
                                     "Continue"                                                                                                               Editing/Deleting                     Messages
                                     Buttons                               Categorized,                        Simple Form
                                                                                                                                                              Users may easily edit                Forms induce
                                     Chipotle ensures all                                                                                                     or delete individual                 mistakes. Before an
                                                                           Ordered Options                     Radio buttons imply a
                                     required data is                                                                                                         items within their                   order is completed,
                                                                           Chipotle mimics its                 single choice.
                                     collected by halting                                                                                                     order.                               Chipotle verifies all
                                                                           onsite ordering                     Checkboxes imply
                                     the process until a                                                                                                                                           submitted data is in a
                                                                           process by sorting its              multiple choice.
                                     user completes a                                                                                                                                              correct format.
                                                                           'add item' process                  Indenting "Guac
                                     required action.                                                          Included" implies that
                                                                           into chunks (i.e.
                                                                           "What Goes Inside").                option lies under
                                                                                                               "Veggie".




                  Chipotle Online Food Ordering Process (Simplified)


                                                                         Choose Chipotle            Add menu items                 Specify payment     Specify pickup
                      Register/Sign In                  Enter ZIP code                                                                                                                Send order
                                                                            location                   "to Bag"                        method        time (no deliveries)




                                                                                                                                                                                                                     22
John Thompson - nom.bravo - Improving on Existing Applications




                 Nerdery Mainframe
                 The Nerdery Mainframe is an internal console, containing a                                                                      Date Selector
                                                                                                                                                 Users will likely need
                 timesheet, a work order manager, and many other work-related
                                                                                                                                                 to pick dates (and
                 features. I spotted existing interaction patterns that would be                                                                 times) via this
                                                                                                                                                 standard JQuery date
                 needed for the nom.bravo interface to function.
                                                                                                                                                 selector.




                 Header                    Dropdown Select           Form Fields with       Footer                   Tab Navigation                          Tables                   Buttons
                 The Mainframe uses        We will likely use this   Auto-Suggest           The entire Mainframe     Global tab navigation                   Since there will need    Button styling is very
                 the same logo, login,     space-saving selector.    These will help save   uses the same footer     would be a good                         to be an admin           consistent throughout
                 profile, and search                                 time on form field     with a link for          choice for the                          console with recorded    the Mainframe. We
                 elements in the entire                              data entry.            feedback and             interface, since the                    order data, there will   will continue this
                 backend.                                                                   copyright information.   staff is already familiar               most likely be a need    consistency through
                                                                                                                     with it.                                for a table.             nom.bravo.


                                                                                                                                                                                                               23
John Thompson - nom.bravo - Improving on Existing Applications




                 Key Characteristics
                 In comparing Grub Hub with Chipotle and the Mainframe, I
                 noticed some key commonalities and must-haves for the new
                 food ordering process and accompanying interface.




                                                    Structured                                     Consistent
                                                    1. "Where are you ordering from?"              - The process is the same every time (though
                                                    2. "What will you be ordering?"                  restaurants and items may change).
                                                    3. "Where (or to whom) is the order going?"    - The interfaces have a familiar style.
                                                    4. "Are you ready to send the order?"
                                                    5. [Order sent]




                                                    Reversible                                     Easy to (Un)do
                                                    - User may go back one step in the process.    - The steps to ordering food are unambiguous.
                                                    - User can delete items.                       - One main action per step (i.e. "add items").
                                                    - User can start the order over.               - If the user makes an mistake, there's always a
                                                                                                    quick way to reverse the last action.




                                                    Repeatable                                     Informative
                                                    - User may add more than one item per order.   - Descriptions for non-obvious menu items
                                                    - User may submit multiple orders.             - Prices for non-free items
                                                                                                   - Clear labels for actionable buttons
                                                                                                   - Section headers for each step (and each page)


                                                                                                                                                      24
John Thompson - nom.bravo




                nom.bravo
                Defining the Project
                Researching the Process
                Understanding the Audience
                Improving on Existing Applications
                Architecting the Content             Mental Map
                                                     Ideal Process Flow
                Designing the Interface              Site Map




                                                                          25
John Thompson - nom.bravo - Architecting the Content




                 Mental Map
                 A mental map is a chart of all tasks that users and admin will be
                 able to perform on the site, with the underlying features that
                 support those tasks. I combined this with the scope of work and
                 user research to prioritize and identify all necessary features.



                 1. Compile list of tasks.                                           2. Write them on sticky notes.
                 First, I organized all the tasks I could think of on                I then hand-wrote those tasks on several dozen
                 a sheet of paper.                                                   sticky notes of different colors (blue for sections,
                                                                                     yellow for granular tasks).




                 3. Sort, supplement, and strike.                                    4. Review and prioritize.
                 I sorted those notes via general affinity on a                      Once I had all my sticky notes ordered, I would
                 large sheet of paper. Then I reorganized them                       consult with development first, then
                 by section and category.                                            stakeholders (and repeat step 3).




                                                                                                                                            26
John Thompson - nom.bravo - Architecting the Content




                 Ideal Process Flow
                 A new way to handle food ordering was created. I combined
                 the prioritized features and elements from the mental map with
                 key characteristics and example processes from heuristic
                 analysis, then ensured they lined up with stakeholder, client,
                 and user needs.


                 [Detailed flows] are on the following page.




                                                                Ordering                              Ordering             Food arrives                            Data handled
                                                                 open                                  closed               (w/receipt)                            and exported



                                        To: Schedule                                                                       Send email      To: Allocate     Save actual     Deduct
                                                                                           Export group     To: Send/fax
                 Admin                  restaurants &                                      order            group orders
                                                                                                                           that food has
                                                                                                                           arrived
                                                                                                                                           actual costs
                                                                                                                                           (from receipt)
                                                                                                                                                            cost values
                                                                                                                                                            (in database)
                                                                                                                                                                            allotted costs
                                                                                                                                                                            from pay
                                        close times




                                        Save                                               Fax-able                                                         Adjust actual
                                                                           Group orders                                                                                      CSV
                 System                 restaurants &
                                                                           by restaurant
                                                                                           report                                                           food prices
                                                                                                                                                                             exported
                                        close times                                        exported                                                         and totals




                                                               To: Order                                                   To: Receive
                 Staff                                         food                                                        food




                                                                                                                                                                                             27
John Thompson - nom.bravo - Architecting the Content




                 Detailed Flows
                 Schedule restaurants and              Log in to
                                                                       Go to            Select week           Select                Set close
                                                                                                                                    time for each
                                                                                                                                                       Save
                                                                                                                                                                        Return to
                                                                       Schedule         to schedule           restaurant(s)                                             Schedule
                 close times                           nom.bravo
                                                                       page             restaurants           for the day(s)        restaurant
                                                                                                                                                       schedule
                                                                                                                                                                        main page




                                                                                                                                    Call vendor
                                                       Export group    Print group      Walk to fax           Fax group                                Return to
                 Send/fax group orders                 order           order            machine               order
                                                                                                                                    to ensure
                                                                                                                                                       work station
                                                                                                                                    receipt of fax




                                                                                        if actual costs differ >$3.00 from estimated costs

                 Allocate costs (from                  Record/note
                                                                       Record/note
                                                                                        Locate cost           Solve cost            Adjust new
                                                                                                                                                       Save actual
                                                                       estimated                                                                       cost values
                 receipt)                              actual costs
                                                                       costs
                                                                                        discrepancies         discrepancies         cost data
                                                                                                                                                       (in database)
                                                                                        else: bypass steps



                                                                                                                                   if comped order:
                                                       Choose          Choose (one)      To: Add                                    Choose
                                                                                                              View order                                                View/edit
                 Order food                            Nerdery         restaurant        items to
                                                                                                              summary
                                                                                                                                    reason for         Place order
                                                                                                                                                                        order
                                                       workspace       from list         order                                      comping

                                                                                                                                   else: bypass step



                                                                                                                                   if order's wrong:
                                                       (Admin sends                                                                 Report order
                                                                       Walk to           Locate and                                                    Return to
                 Receive food                          email about
                                                                       kitchen           pick up food
                                                                                                              Eat food              error(s) to
                                                                                                                                                       work station
                                                       food arrival)                                                                admin

                                                                                                                                   else: bypass step


                                                                                                                                                                       if more items needed:

                                                       Choose (one)    Select menu      Select menu           Add toppings                             Add             Repeat: Add
                                                                                                                                    Type special
                 Add items to order                    restaurant      category         item                  and extras
                                                                                                                                    instructions
                                                                                                                                                       completed       items to
                                                       from list       (i.e. 8" Subs)   (i.e. BLT)            (subitems)                               item to order   order
                                                                                                                                                                       else: View order
                                                                                                                                                                       summary
                                                                                                                                                                                               28
John Thompson - nom.bravo - Architecting the Content




                 Staff Site Map
                 I created a site map to see what needed to be wireframed for
                 development. I started with the frontend.




                                                        Location
                      Staff                              Select




                   Order Food                                                                                                       View Order



                                                                                                                                                        Order
                                                                                             Review Order                                             Summary
                                                                                                                                                    (not editable)


                                                                                                                                                         Error
                                                            Select
                                                                                                            Place Order                               Reporting
                                                          Restaurant
                                                                                                                                                     Instructions




                                Add Items                                                                   Comp Order



                                                                                 Subitems
                                                                                                                          Comping
                                  Menu           Categories            Items    (toppings,
                                                                                                                          Options
                                                                                   etc.)
                                                                                                                                                                                   Element
                                                                                                                                                 Page                 element
                                                                                                                                                                     Multiple
                                                                                                                                                                     element    (text, form, icon,
                                                                                                                                                                      pages             etc.)


                                  Order
                                Summary
                                (editable)



                                                                                                                                                                                                     29
John Thompson - nom.bravo - Architecting the Content




                 Admin Site Map
                 Then I outlined the wireframing "needs" for the admin end.




                     Admin




                    Schedule                           Restaurants                 Orders                               Reconciliation             Accounting




                                                                       List of              Group Orders                                                        List of Names
                               Month View                                                                                           Group Orders
                                                                     Restaurants            (by restaurant)                                                       and Totals




                                                                                                                                                                   Export
                                                                                                         Export Group
                               Week View                             Online Menu                                                                                 Accounting
                                                                                                         Order Report
                                                                                                                                                                   Report




                                                                                                         Export Group
                                                                                                         Order Report



                                                                                                                                                                                      Element
                                                                                                                                                   Page                  element
                                                                                                                                                                        Multiple
                                                                                                                                                                        element    (text, form, icon,
                                                                                                                                                                         pages             etc.)




                                                                                                                                                                                                        30
John Thompson - nom.bravo




                nom.bravo
                Defining the Project
                Researching the Process
                Understanding the Audience
                Improving on Existing Applications
                Architecting the Content
                Designing the Interface              Wireframes Introduction
                                                     Frontend Wireframes
                                                     Admin Wireframes
                                                     Visual Design




                                                                               31
John Thompson - nom.bravo - Designing the Interface - Frontend Wireframes




                 Wireframes
                 With the site mapped and process laid out, I could begin
                 designing the interface via annotated wireframes.
                                                                            My Process:
                                                                                      Created Wireframe Drafts
                                                                                      I first created a set of wireframes for the staff-
                                                                                      side "frontend." Those underwent several
                                                                                      iterations. Then I wireframed the admin console.




                                                                                      Reviewed and Iterated
                                                                                      Once each draft of wireframes were completed,
                                                                                      they were presented to the development team,
                                                                                      stakeholders, client, and project manager.
                                                                                      Changes and improvements made during those
                                                                                      meetings were implemented.


                                                                                      Consulted with Development
                                                                                      When I was unsure of what approach to take
                                                                                      with the interface, I gathered advice from UX,
                                                                                      HTML/CSS, and PHP/database experts.




                                                                                      Hand Off to Development
                                                                                      Wireframes were finalized and handed off to the
                                                                                      front-end development team.
                                                                                          Due to a tight timeline, the database was developed
                                                                                          simultaneously with wireframing and front-end development.

                                                                                                                                                       32
John Thompson - nom.bravo - Designing the Interface - Frontend Wireframes




                 Frontend Wireframes
                 First, we tackled the frontend, or staff side of the food ordering
                 interface.




                                                                                      33
John Thompson - nom.bravo - Designing the Interface - Frontend Wireframes




                 Select Restaurant
                                                                                                                                                     Staff
                                                                                                                                                   Featured

                                                                                                                                              Order Food             View Order   4
                                                                                                                                                                                                        Your current location is Bloomington, MN   3

                                                                                                                                          ORDER FOOD
                                                                                                                                                  Select a restaurant from those available today.
                   1
                   1     List of available restaurants for the day.
                                                                                                                                                      Jimmy John's


                         [on click] To either a generic menu form (p. 35) or                                                              1
                   2                                                                                                                                  Chipotle

                         custom menu form (p. 37) for that restaurant.                                                                                Davanni's


                         Select Nerdery workspace location from dropdown:                                                                                                                           Proceed to Menu          2
                   3

                                   Your current location is Bloomington, MN
                                                           Bloomington, MN
                                                           Chicago, IL
                                                           <NERDERY WORKSPACE>
                                                           <NERDERY WORKSPACE>




                   4     [on click "View Order"] To View Order screen (p. 39),
                         which displays all menu items ordered for the current
                         date.

                   5     When it is past the order close time, the following
                         replaces the page header and restaurant select:

                                   ORDERING CLOSED
                                         Please wait until after <ORDER OPEN TIME>, then return and place your order.

                                         Send all order errors to <ADMIN CONTACT EMAIL>. Do not alert the admin in person or via phone.




                                                                                                                                                                                                                                                       34
John Thompson - nom.bravo - Designing the Interface - Frontend Wireframes




                 Generic Menu
                                                                                                   Staff
                                                                                                 Featured

                                                                                            Order Food                    View Order
                                                                                                                                                                           Your current location is Bloomington, MN

                   1     [on click "Link to full menu"] Goes to an external page
                         or PDF of that restaurant's online menu.                           <RESTAURANT NAME>                                      Change Restaurant


                                                                                                Please complete your order.                                                                            Order Summary
                   2     User may not continue until the required Item and Sides
                         field is completed.                                                      <RESTAURANT NAME> Order Form                                                                         Linguine with clam        delete   5
                                                                                                   <RESTAURANT NAME> Order Form                    Link to full menu
                                                                                                                                                   Link to full menu   1                               sauce and garlic bread
                                                                                                                                                                                                       Sauce on the side


                                                                                                    Item and Sides                                                                                     Linguine with clam        delete
                                                                                                                                                                                                       sauce and garlic bread
                                                                                                     Linguine with clam sauce and garlic bread                                                         Sauce on the side
                                                                                                                                                                       2
                   3     Special instructions are optional and include a character                                                                                                                     Linguine with clam
                                                                                                                                                                                                       sauce and garlic bread
                                                                                                                                                                                                                                 delete
                                                                                                    Special Instructions
                                                                                                                                                                                                       Sauce on the side

                         counter (140 total).                                                        Sauce on the side
                                                                                                                                                                       3                                                                  6
                                                                                                                                                                                                                      Continue
                                                                                                    126 characters left


                   4     [on click "Add to Order"] Adds the item to complete                                                                                                                                                Start Over
                                                                                                                                                                                                                                          7
                                                                                                                                                 Add to Order          4
                         order. User may add multiple items per order.


                   5     [on click "delete"] Removes the menu item from the
                         Order Summary and deletes the menu item data.


                   6     [on click "Continue"] To Review & Place Order screen.


                   7     [on click "Start Over"] Prompts Start Over modal:
                                     Start Over

                                      Are you sure?

                                      Your order will be completely erased.
                                      This cannot be undone.


                                              Cancel                   OK



                                   [on click "OK"] Deletes entire order and sends user to
                                   Select Restaurant screen (previous page).
                                                                                                                                                                                                                                          35
UX Portfolio - nom.bravo
UX Portfolio - nom.bravo
UX Portfolio - nom.bravo
UX Portfolio - nom.bravo
UX Portfolio - nom.bravo
UX Portfolio - nom.bravo
UX Portfolio - nom.bravo
UX Portfolio - nom.bravo
UX Portfolio - nom.bravo
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UX Portfolio - nom.bravo
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UX Portfolio - nom.bravo

  • 1. nom.bravo UX Portfolio John E. Thompson Nerdery Interactive Labs, June-August 2011
  • 2. John Thompson - nom.bravo Contents 4 nom.bravo Process Plan 31 Designing the Interface Frontend Wireframes (pp. 34-38) 5 Defining the Project Admin Wireframes (pp. 40-48) What Is nom.bravo? Visual Design Project Scope Outlining the Problem 50 About 9 Researching the Process Contextual Observation Content Audit Previous Process Flow 14 Understanding the Audience Research Methodology The 4 C's Empathy Map User Types 19 Improving on Existing Applications Heuristic Analysis Grub Hub Chipotle Online Ordering Nerdery Mainframe Key Characteristics 25 Architecting the Content Mental Map Ideal Process Flow Site Map 2
  • 3. John Thompson - nom.bravo nom.bravo Overview 157.5 hours (meetings included) UX Framework Project Definition User Research 24 work days Information Architecture June 14 - July 18 Interface Design 3
  • 4. John Thompson - nom.bravo - Overview nom.bravo Process Plan This project brought a unique set of challenges and required a whole new toolset to help analyze and solve a problem. First, I My Process: had to figure out the general UX plan, then I executed it. Define the Project 1 I needed to figure out what nom.bravo actually is and what the stakeholders desire it to be. This is the ideal. Due to the project timeline and my own Research the Process familiarity with the UX process at the time, the "Researching the Process" and 2 I then had to figure out what is already being "Understanding the Users" steps were done to avoid making the same mistakes and truncated and replaced by a multiple- iteration wireframe-and-review process. "reinventing the wheel." Understand the Users 3 People are going to have to use and react to this new process; I needed to understand how to meet their needs, and exceed them! Architect the Content 4 Before I wireframe the new system, I needed to know the tasks and elements required and how they relate to the new process flow. Design the Interface 5 Finally, I'll take everything I have researched, learned, and organized, then present a wireframe set to the stakeholders. A revised set will be handed off to development. 4
  • 5. John Thompson - nom.bravo nom.bravo Defining the Project What Is nom.bravo? Project Scope Researching the Process Outlining the Problem Understanding the Audience Improving on Existing Applications Architecting the Content Designing the Interface 5
  • 6. John Thompson - nom.bravo - Defining the Project What Is nom.bravo? nom.bravo is a proposed improvement to an internal lunch process. The goal was to reduce administrative hours spent My Process: managing lunch orders and streamline food ordering. Interviewed Stakeholders The project's development leads, project manager, UX team (myself and my mentor), and stakeholder met to discuss the project scope seen on the following page. High-level requirements and objectives were established. Defined Requirements A "scope of work" Google document outlining key requirements had already been created. Throughout the project, I would reference this document. Outline the Problem After I knew what the people backing the project wanted, I took a step back and hammered down the main goals and objectives of nom.bravo. 6
  • 7. John Thompson - nom.bravo - Defining the Project Project Scope nom.bravo Scope of Work The purpose of the nom.bravo application was to automate the daily internal lunch ordering process of the Nerdery Bloomington location. Employees would be able to create orders as Before research was conducted, I met with the stakeholders, part of a larger group order, which was sent to specific restaurants. The application would also backend development leads, and the project manager to allow for lunch scheduling, order placement, and financial reporting (primarily for payroll accounting). discuss and specify high-level requirements and objectives. A summary of the scope of work is shown. Restaurants - Jimmy John's (Bloomington) The product itself was undefined, but we did know it would be integrated into the - Possibly Chipotle (Bloomington) company mainframe. - Generic menu order form for other restaurants, along with a link to their online menu Ordering Features - Orders may be placed/edited/deleted during an open ordering time. - Users can order one or more times. - Users may select orders to be comped, with a reason. The Ordering Process 1. User logs into nom.bravo. 2. User selects restaurant. 3. Users creates order or edit existing order, based on restaurant selection. 4. User submits order. Accounting Features - Export a selected day's orders to a CSV for reconciliation and reporting. - Group orders by payer for ease of reconciliation. Administration Features - Add and remove menu items - Update menu item pricing - Select restaurants for the day - Select start/stop times, if different from default - View and maintain order records - Create group order for submitting to a restaurant *Not shown: Milestones and timeline 7
  • 8. John Thompson - nom.bravo - Defining the Project Outlining the Problem I knew what nom.bravo was supposed to be and what the clients and stakeholders wanted, but I had a few questions to answer about food ordering at the Nerdery on the whole: What is the overriding problem? What are the goals of this project? What are the objectives? The internal food ordering process is complex, - Reduce those work hours spent by admin by - Admin has more time for work that absolutely riddled with emails, and is time-intensive. about half (of ~6 hours a day) or more. require human touch points. - Automate food ordering. - Reduce the ratio of administrative work hours - Integrate with payroll accounting. to the increasing amount of lunch orders. - Reduce human error in data handling. - More timely and accurate accounting reports. - Lessen order errors and mishandling. 8
  • 9. John Thompson - nom.bravo nom.bravo Defining the Project Researching the Process Contextual Observation Content Audit Understanding the Audience Previous Process Flow Improving on Existing Applications Architecting the Content Designing the Interface 9
  • 10. John Thompson - nom.bravo - Researching the Process Process Research I detailed the current process by researching who was involved, what they were using, and their methodology. My Process: Contextual Observation I shadowed one administrative staff member through two rounds of food ordering (6 hours total). I noted pain points, inefficiencies, shortcuts, challenges, and people contacted. Content Audit Along with holistically analyzing the process, I also collected all general documents and noted key computer and web applications used by staff and admin. Outlined Previous Process Flow I brought all of this research together to show the process as it was to effectively identify and incorporate improvements. 10
  • 11. John Thompson - nom.bravo - Researching the Process Contextual Observation To familiarize myself with the pain points, challenges, and eccentricities of the process, I shadowed the administrative staff tasked with handling food ordering. Begin... 1 2 3 4 CMD-C CMD-V CMD-C CMD-V I scheduled two four-hour time I prepared a note-taking When the time came, I sat next When all the staff had received slots with the primary template, complete with to the administrator as she orders and sent their orders administrator. symbols for (1) pain points, (2) began the process, starting with back in, I observed as the challenges, (3) shortcuts, and (4) sending email announcements. orders were copied and pasted contacted people. from email into Excel and Word. 5 6 7 8 TY! The rest of the sessions I remembered to thank the I asked the administrator to Then I translated everything I consisted of two faxing sessions admin for taking the time to let supply me with examples of all wrote into a visible diagram. and two to three hours of me observe and take notes. the documents used. See Previous Process Flow (page after next) entering orders into accounting See Content Audit (next page) ...done! spreadsheets. 11
  • 12. John Thompson - nom.bravo - Researching the Process Content Audit Along with holistically analyzing the process, I also collected all general documents and noted key computer and web applications used by staff and admin: Gmail Online Menus / Internet Microsoft Word Google Docs Email was the primary mode of Aside from Chipotle (which had a specific Used by admin to keep track of temporary Used by both staff and admin, mostly for communication for the process (ordering order form), staff derived their orders from data, such as fax-able orders and lists of staff ordering food through the Chipotle order food, announcing close times, reporting online menus from each restaurant. members who have earned free lunches. form (below). order errors, etc.). Google Calendar Restaurant Information Sent Lunch Order Form Existing Order Form An existing lunch calendar displays the Used by admin to store restaurant Used by staff to fax to certain restaurants (in Used by staff to order food through restaurants available for the day as well as information and primary contacts. this case, Golden Wok). Chipotle. The data is sent to the admin. their close times. Example Lunch Worksheet Multi-field Excel sheet used by admin to manually enter orders, names, and costs per group order (for each restaurant) 12
  • 13. John Thompson - nom.bravo - Researching the Process Previous Process Flow Now that I had both seen the admin handle food ordering in KEY action and had familiarized myself with the admin toolset, I Shortcut Pain point outlined the process flow, as seen from the administrator's (unnecessary) Call made perspective. I noted pain points, challenges, and shortcuts. Challenge (inherent) Email(s) sent *Not shown: Chicago food ordering; Chipotle Bloomington food ordering; notifying Shout Out free lunch winners. Check which Copy-paste-send Copy-paste Copy-paste-send Reformat all orders continued... restaurants are template email received orders template email from spreadsheet Begin... scheduled for the requesting lunch (name, order, announcing into a fax-able day orders instructions) ordering is closed document. Memorize Tracking Email Manual entry nicknames spamming restaurants Adding a Tracking Multiple data Staff misses restaurant visiting values order due to Chicago meeting employees Copy-paste-send Finalize order data Fax document to template email Handle order on restaurant Receive food each restaurant. announcing food errors lunch order has arrived spreadsheets Call to ensure Resolving Copy-paste Late food receipt of fax disputes alters text arrival format Restaurant Notify fax goes restaurant of unnoticed order errors Copy-paste Name, Adjust employee Reconcile receipt Combine each Update Order, and Price of costs for comped with estimated lunch order spreadsheet data all orders into (company-paid) food cost (from spreadsheet into as required spreadsheet orders spreadsheet) "big spreadsheet" Memorize Comped info Acceptable Human error Prioritizing menu prices in separate range: +/- $3 within data orders for Word doc. manipulation executives Locating the Shout Outs spreadsheet (free lunches) Ensure there are Send "big (Lunch costs Notify free lunch restaurants spreadsheet" to accounting deducted from paychecks) winners (for future ordering) planned for the ...done! following day 13
  • 14. John Thompson - nom.bravo nom.bravo Defining the Project Researching the Process Understanding the Audience Research Methodology Empathy Map Improving on Existing Applications The 4 C's Architecting the Content User Types Designing the Interface 14
  • 15. John Thompson - nom.bravo - Understanding the Audience Research Methodology I currently take an agnostic approach to figuring out how users think and how to best suit their needs. For this project, I wanted My Process: to know who the general users are, how they behave, what they might be thinking and feeling, and what they might require with C C C C Outlined the 4 C's the proposed food ordering system. That's a lot of information, I created a table outlining the Components required, production and usage Challenges, so I took three related and integrated approaches. functional and aesthetic Characteristics, and the Characters involved. Created an Empathy Map I identified the thoughts, actions, sights, and feelings for two main "characters," as well as their goals and needs with respect to ordering food. Constructed User Types I identified the two basic, primary user types and one secondary user type from the list of "characters." 15
  • 16. John Thompson - nom.bravo - Understanding the Audience The 4 C's I outlined, on four large sheets, the Components required for the system to work at a minimal level, the Challenges the users and the design and development team would face, the suggested Characteristics of the system, and the Characters who will be utilizing it. I bolded the high-priority items. Components Challenges Characteristics Characters * Database * Price accuracy - Step-by-step * Recurring/stable admin * Admin console * Comparing physical receipt to est. cost - Minimal instructions - New/substitute admin - Restaurant manager - Negotiating with restaurants * Practical and quick to implement - Support (developers?) - Scheduler - Resolving order errors * Scalable * The food orderer * Order manager * Ensuring order changes reflect cost - Uses company stylesheet - The expert user * Exporting reports - Uploading custom menus - Robust at data handling - "High maintenance" food orderer * Export group orders - Scalability of application/process - Admin overrides (into staff-submitted data) * Recurring/stable accountant - Menu manager - Comprehensive error messaging * Easy forms - New/substitute accountant - Reconciliation page - Data tracking, sorting, exporting by - Professional (relative to the company) - Error reporter - Confirmation dialogs multiple date ranges (daily, weekly, 15-day) - Readable text - Delivery person - The food itself - Syncing with company mainframe - Simple interface * Store owner/manager (primary contact) * Food ordering system (menu forms, - Ordering food on time - Less (or no) email communication - Cook (food service professional) order confirmation, comping orders) * Exporting reports in correct format - User-agnostic / usable by anyone 16
  • 17. John Thompson - nom.bravo - Understanding the Audience Empathy Map I created an empathy map (summarized here) from subjectively analyzing what a user may think, do, see, and feel when performing the project-related action (in this case, ordering food). The goal was to put myself in the user's shoes. Think Do See Feel - "Why does this take so long?" - Type names and orders - Excel spreadsheets - Responsibility - "Did I remember everything?" - Fax group orders - Menu orders - Disoriented - "Who has a free lunch today?" - Email staff - Emails - Concerned / worried - "What restaurants are - Notify accounting - Word documents - Overwhelmed scheduled for today, again?" - Call restaurant - $X.XX - Relieved (when it's over) - ... - ... - ... - ... Admin Needs Goals - Get orders from staff - All orders are correct - A way to record and export orders - Not so many emails sent - Specify order close times - Reduce time spent handling process - Phone, fax, email, Internet - All files and data in one location Think Do See Feel - "What do I want to eat?" - Pick a menu item - Online menus - Hunger - "When does my food arrive?" - Email order to admin - Multiple emails - Jealousy ("Where's MY food?") - "Why so many emails?" - Locate food. Eat food. - Names on food wrapping - Angry/disappointed - "Shoot. I forgot to order!" - Notify admin of order errors - Pay stub (minus food costs) - Apathetic - ... - ... - ... - ... Staff Needs Goals - Food - Get food by noon - Notification that ordering is open - Save orders / order in advance - Ability to order food - Reduce lunch costs - A restaurant/menu to order food from - More restaurant and food options 17
  • 18. John Thompson - nom.bravo - Understanding the Audience User Types Having the process flow and basic characters figured out, I knew how food ordering worked. Now I needed to identify the main users. What happened to What does this It would be neat if we had my side of guac? order say? our own internal Grub Hub! Admin Staff Vendor PRIMARY PRIMARY SECONDARY - The person handling the internal food - Those employees who do not bring in food - Store owner or manager working a hectic ordering process every day lunch hour - A company employee - Usually a young professional - Familiar with using a fax machine - Familiar with the internal politics and - Very adept at using complex applications - Receive orders in a specific format personalities - Hungry, but patient and respectful of the - Possibly not fluent in English - Looking to reduce the amount of time and admin's efforts energy spent dealing with handling this process 18
  • 19. John Thompson - nom.bravo nom.bravo Defining the Project Researching the Process Understanding the Audience Improving on Existing Applications Heuristic Analysis Grub Hub Architecting the Content Nerdery Mainframe Designing the Interface Chipotle Online Ordering Key Characteristics 19
  • 20. John Thompson - nom.bravo - Improving on Existing Applications Heuristic Analysis I then analyzed the positive and negative aspects of existing sites, methods, and applications. Grub Hub and Chipotle both Why I Analyzed... served as inspirations for the interface, while the Nerdery Mainframe served as a constraint for the interface components. ...Grub Hub: This application was explicitly mentioned by a The CSS styles and functional components (form fields, date selectors, etc.) for nom.bravo were predetermined, so I concentrated more on the process and practical key user. It's a tried system, is incorporated into features of each application, rather than aesthetics. 13 cities, and is actually used by the company's Chicago location. ...Chipotle Online Ordering: Chipotle is the second most commonly ordered-from restaurant at the company, and the key admin user fills out the Chipotle online ordering form for placing orders. ...the Nerdery Mainframe: Part of the stakeholder requests was that it integrate within the mainframe. And with a tight development timeline, we would duplicate certain selectors and input methods. 20
  • 21. John Thompson - nom.bravo - Improving on Existing Applications Grub Hub Easy Undo Some people often Grub Hub (grubhub.com) is an online food ordering system switch orders last- open to the general public. Many aspects of this application minute. Grub Hub gives them this would take up too much time to implement, so I identified capability, in a digital elements integral to the process of ordering online. context. Simple Top Nav Obvious Steps Call-to-Action Prices Next to Adding Extra Global navigation is Large, bold type with within Button Items Items Is Easy easy to track and actionable fields A simple and Listing prices next to Simple checkbox keeps to a near- immediately below it commanding button individual items forms are easy to minimum three tabs. make it clear where leading to the next (versus only in the code, recognizable by the user is supposed clears up the path order summary) all potential Informative to start. even more. ensures the user can nom.bravo users. Order Summary afford the order. All the pertinent information is clearly and concisely laid out, including full pricing Grub Hub Food Ordering Process (Simplified) information (subtotal, total, tax, and tip). Choose restaurant Specify delivery Type address Add menu items Finish ordering Place order from list or map instructions 21
  • 22. John Thompson - nom.bravo - Improving on Existing Applications Chipotle Online Ordering Chipotle is Mexican restaurant specializing in burritos. Their online ordering process is aesthetically pleasing and is actually utilized by the company's administrator when ordering food. Disabled Allow Order Helpful Error "Continue" Editing/Deleting Messages Buttons Categorized, Simple Form Users may easily edit Forms induce Chipotle ensures all or delete individual mistakes. Before an Ordered Options Radio buttons imply a required data is items within their order is completed, Chipotle mimics its single choice. collected by halting order. Chipotle verifies all onsite ordering Checkboxes imply the process until a submitted data is in a process by sorting its multiple choice. user completes a correct format. 'add item' process Indenting "Guac required action. Included" implies that into chunks (i.e. "What Goes Inside"). option lies under "Veggie". Chipotle Online Food Ordering Process (Simplified) Choose Chipotle Add menu items Specify payment Specify pickup Register/Sign In Enter ZIP code Send order location "to Bag" method time (no deliveries) 22
  • 23. John Thompson - nom.bravo - Improving on Existing Applications Nerdery Mainframe The Nerdery Mainframe is an internal console, containing a Date Selector Users will likely need timesheet, a work order manager, and many other work-related to pick dates (and features. I spotted existing interaction patterns that would be times) via this standard JQuery date needed for the nom.bravo interface to function. selector. Header Dropdown Select Form Fields with Footer Tab Navigation Tables Buttons The Mainframe uses We will likely use this Auto-Suggest The entire Mainframe Global tab navigation Since there will need Button styling is very the same logo, login, space-saving selector. These will help save uses the same footer would be a good to be an admin consistent throughout profile, and search time on form field with a link for choice for the console with recorded the Mainframe. We elements in the entire data entry. feedback and interface, since the order data, there will will continue this backend. copyright information. staff is already familiar most likely be a need consistency through with it. for a table. nom.bravo. 23
  • 24. John Thompson - nom.bravo - Improving on Existing Applications Key Characteristics In comparing Grub Hub with Chipotle and the Mainframe, I noticed some key commonalities and must-haves for the new food ordering process and accompanying interface. Structured Consistent 1. "Where are you ordering from?" - The process is the same every time (though 2. "What will you be ordering?" restaurants and items may change). 3. "Where (or to whom) is the order going?" - The interfaces have a familiar style. 4. "Are you ready to send the order?" 5. [Order sent] Reversible Easy to (Un)do - User may go back one step in the process. - The steps to ordering food are unambiguous. - User can delete items. - One main action per step (i.e. "add items"). - User can start the order over. - If the user makes an mistake, there's always a quick way to reverse the last action. Repeatable Informative - User may add more than one item per order. - Descriptions for non-obvious menu items - User may submit multiple orders. - Prices for non-free items - Clear labels for actionable buttons - Section headers for each step (and each page) 24
  • 25. John Thompson - nom.bravo nom.bravo Defining the Project Researching the Process Understanding the Audience Improving on Existing Applications Architecting the Content Mental Map Ideal Process Flow Designing the Interface Site Map 25
  • 26. John Thompson - nom.bravo - Architecting the Content Mental Map A mental map is a chart of all tasks that users and admin will be able to perform on the site, with the underlying features that support those tasks. I combined this with the scope of work and user research to prioritize and identify all necessary features. 1. Compile list of tasks. 2. Write them on sticky notes. First, I organized all the tasks I could think of on I then hand-wrote those tasks on several dozen a sheet of paper. sticky notes of different colors (blue for sections, yellow for granular tasks). 3. Sort, supplement, and strike. 4. Review and prioritize. I sorted those notes via general affinity on a Once I had all my sticky notes ordered, I would large sheet of paper. Then I reorganized them consult with development first, then by section and category. stakeholders (and repeat step 3). 26
  • 27. John Thompson - nom.bravo - Architecting the Content Ideal Process Flow A new way to handle food ordering was created. I combined the prioritized features and elements from the mental map with key characteristics and example processes from heuristic analysis, then ensured they lined up with stakeholder, client, and user needs. [Detailed flows] are on the following page. Ordering Ordering Food arrives Data handled open closed (w/receipt) and exported To: Schedule Send email To: Allocate Save actual Deduct Export group To: Send/fax Admin restaurants & order group orders that food has arrived actual costs (from receipt) cost values (in database) allotted costs from pay close times Save Fax-able Adjust actual Group orders CSV System restaurants & by restaurant report food prices exported close times exported and totals To: Order To: Receive Staff food food 27
  • 28. John Thompson - nom.bravo - Architecting the Content Detailed Flows Schedule restaurants and Log in to Go to Select week Select Set close time for each Save Return to Schedule to schedule restaurant(s) Schedule close times nom.bravo page restaurants for the day(s) restaurant schedule main page Call vendor Export group Print group Walk to fax Fax group Return to Send/fax group orders order order machine order to ensure work station receipt of fax if actual costs differ >$3.00 from estimated costs Allocate costs (from Record/note Record/note Locate cost Solve cost Adjust new Save actual estimated cost values receipt) actual costs costs discrepancies discrepancies cost data (in database) else: bypass steps if comped order: Choose Choose (one) To: Add Choose View order View/edit Order food Nerdery restaurant items to summary reason for Place order order workspace from list order comping else: bypass step if order's wrong: (Admin sends Report order Walk to Locate and Return to Receive food email about kitchen pick up food Eat food error(s) to work station food arrival) admin else: bypass step if more items needed: Choose (one) Select menu Select menu Add toppings Add Repeat: Add Type special Add items to order restaurant category item and extras instructions completed items to from list (i.e. 8" Subs) (i.e. BLT) (subitems) item to order order else: View order summary 28
  • 29. John Thompson - nom.bravo - Architecting the Content Staff Site Map I created a site map to see what needed to be wireframed for development. I started with the frontend. Location Staff Select Order Food View Order Order Review Order Summary (not editable) Error Select Place Order Reporting Restaurant Instructions Add Items Comp Order Subitems Comping Menu Categories Items (toppings, Options etc.) Element Page element Multiple element (text, form, icon, pages etc.) Order Summary (editable) 29
  • 30. John Thompson - nom.bravo - Architecting the Content Admin Site Map Then I outlined the wireframing "needs" for the admin end. Admin Schedule Restaurants Orders Reconciliation Accounting List of Group Orders List of Names Month View Group Orders Restaurants (by restaurant) and Totals Export Export Group Week View Online Menu Accounting Order Report Report Export Group Order Report Element Page element Multiple element (text, form, icon, pages etc.) 30
  • 31. John Thompson - nom.bravo nom.bravo Defining the Project Researching the Process Understanding the Audience Improving on Existing Applications Architecting the Content Designing the Interface Wireframes Introduction Frontend Wireframes Admin Wireframes Visual Design 31
  • 32. John Thompson - nom.bravo - Designing the Interface - Frontend Wireframes Wireframes With the site mapped and process laid out, I could begin designing the interface via annotated wireframes. My Process: Created Wireframe Drafts I first created a set of wireframes for the staff- side "frontend." Those underwent several iterations. Then I wireframed the admin console. Reviewed and Iterated Once each draft of wireframes were completed, they were presented to the development team, stakeholders, client, and project manager. Changes and improvements made during those meetings were implemented. Consulted with Development When I was unsure of what approach to take with the interface, I gathered advice from UX, HTML/CSS, and PHP/database experts. Hand Off to Development Wireframes were finalized and handed off to the front-end development team. Due to a tight timeline, the database was developed simultaneously with wireframing and front-end development. 32
  • 33. John Thompson - nom.bravo - Designing the Interface - Frontend Wireframes Frontend Wireframes First, we tackled the frontend, or staff side of the food ordering interface. 33
  • 34. John Thompson - nom.bravo - Designing the Interface - Frontend Wireframes Select Restaurant Staff Featured Order Food View Order 4 Your current location is Bloomington, MN 3 ORDER FOOD Select a restaurant from those available today. 1 1 List of available restaurants for the day. Jimmy John's [on click] To either a generic menu form (p. 35) or 1 2 Chipotle custom menu form (p. 37) for that restaurant. Davanni's Select Nerdery workspace location from dropdown: Proceed to Menu 2 3 Your current location is Bloomington, MN Bloomington, MN Chicago, IL <NERDERY WORKSPACE> <NERDERY WORKSPACE> 4 [on click "View Order"] To View Order screen (p. 39), which displays all menu items ordered for the current date. 5 When it is past the order close time, the following replaces the page header and restaurant select: ORDERING CLOSED Please wait until after <ORDER OPEN TIME>, then return and place your order. Send all order errors to <ADMIN CONTACT EMAIL>. Do not alert the admin in person or via phone. 34
  • 35. John Thompson - nom.bravo - Designing the Interface - Frontend Wireframes Generic Menu Staff Featured Order Food View Order Your current location is Bloomington, MN 1 [on click "Link to full menu"] Goes to an external page or PDF of that restaurant's online menu. <RESTAURANT NAME> Change Restaurant Please complete your order. Order Summary 2 User may not continue until the required Item and Sides field is completed. <RESTAURANT NAME> Order Form Linguine with clam delete 5 <RESTAURANT NAME> Order Form Link to full menu Link to full menu 1 sauce and garlic bread Sauce on the side Item and Sides Linguine with clam delete sauce and garlic bread Linguine with clam sauce and garlic bread Sauce on the side 2 3 Special instructions are optional and include a character Linguine with clam sauce and garlic bread delete Special Instructions Sauce on the side counter (140 total). Sauce on the side 3 6 Continue 126 characters left 4 [on click "Add to Order"] Adds the item to complete Start Over 7 Add to Order 4 order. User may add multiple items per order. 5 [on click "delete"] Removes the menu item from the Order Summary and deletes the menu item data. 6 [on click "Continue"] To Review & Place Order screen. 7 [on click "Start Over"] Prompts Start Over modal: Start Over Are you sure? Your order will be completely erased. This cannot be undone. Cancel OK [on click "OK"] Deletes entire order and sends user to Select Restaurant screen (previous page). 35