westpac online fx facelift rfp discussion
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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 - PowerPoint PPT PresentationTRANSCRIPT
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