westpac online fx facelift rfp discussion

Creative Digital TechnologyExcellence in Internet Development Since 1992

Westpac Online FX Facelift

RFP Discussion

Agenda

• Brief history• Similar work• Our involvement• Where are we now• What we have done• Demonstration• Where to from here

About Neurocom

• Established in 1992, trading as Creative Digital Technology

• Innovative Australian company focused on Internet technologies

• Four business divisions:• Creative Digital Technology

Internet technology and application development

• GPayments Authentication and payment solutions

• FileSphereInformation and knowledge management solutions

• Member CheckAML/CTF service for the superannuation industry

Financial Sector Clients

Local Clients – since 1992

Creative Digital TechnologyExcellence in Internet Development Since 1992

Specific example – Federal court

Federal court - before

Federal court - after

Federal court - before

Federal court - after

Federal court - before

Federal court - after

Federal court - before

Federal court - after

Brief history – our involvement

• CDT initially engaged to do a usability assessment of the

Westpac Online FX in July 2007

• Our proposed approach was to:

• System familiarisation

• Client questionnaire – gather feedback

• Compile results & make recommendations

• Produce wireframes & screen mock-ups

Where are we now?

• System familiarisation complete

• Client questionnaire

• Completed in Nov 2007

• Implemented in Apr 2008

• Result in Oct 2008

• Compile results

• Result analysed – highlighted areas of improvement

• Produced wireframes & screen mock-ups – ready to complete

• Discussed development of functional prototype - interactively

demonstrate the usability improvements

What did the questionnaire tell us?

User Issues Disagree / Strongly Disagree

Error messages - easy to understand 89%

Help - appropriate amount of guidance and help 52%

Usability - easy to use / operate 37%

Functionality - knowledge of available functions 26%

Terminology - understanding of terms 24%

Navigation - easy to navigate 23%

What have we done?

• Based on questionnaire results and client

suggestions

• Identify key functions - Outright deal and blotters

• Screen mock-ups of key functions

• Commenced Phase 1 functional prototype

development

What have we done?

• Divided the interface into three main sections

• Main Navigation Area – navigation improvements

• Main Content Area – usability improvements

• Utilities Area – additional functionality

Main navigation area

• Separated dealing and settlements

• Deal section

• Divided functionality into deal types -

Outright Deal, Swap Deal and Order

• Created the Deal Log

• Settlement section

• Settling deals

• Creating/amending settlement instructions

• Viewing authorised settlements

• Archive section

• Retrieval of historical information

• Settings section

• User profile management, security and

administration settings

Main content area – Outright deal

• Improved navigation

• Orientation bar

• Personalisation - competency selection

• Screen transition

• Field level help & guidance

• Usability

• Multiple entry options e.g. date

• Infield infocentre

• Predictive text

• Improve data entry – reduce errors

Main content area – Settle deal

• Improved pre and post search filtering

• Added flexible page results with

automated pagination

• Customisable reports

• column selection/removal,

• multiple column sorting options,

• post-search in column filtering

Utilities area

• Customisable, re-usable widgets

• My Rates

• real time rates feed, trending and charting

• selectable base and cross currency

• Quick Deal

• access outright deal from anywhere

• News

• Feature, OnlineFX or Westpac related info

• Quick links to features, facts, training,

demos, feedback, contacts . . .

Summary of enhancements

Error messages

• Reduce errors – data entry

assistance

Help

• Field level assistance – user

competency

Usability

• Improve page design – reduce

client server interaction & wait time

• Improved process – remove steps

Functionality

• Increase awareness –

highlight features

Terminology

• Replace jargon

Navigation

• Improved navigation

• Provide multiple entry points

Demonstration

Lets take a look

Where to from here?

• Complete Phase 1 functional prototype

• Integration requirement analysis

• Design and develop Phase 2 prototype

• Integrate and test with OnlineFX

Creative Digital TechnologyExcellence in Internet Development Since 1992

Thank you