SlideShare una empresa de Scribd logo
1 de 32
Descargar para leer sin conexión
The role of User Experience Design in
developing financial software that people can
and want to use	


Amir Dotan	

Lab49	

www.lab49.com
Amir Dotan	


          User Experience Architect at Lab49 in London	


Before Lab49: 	

User Experience Researcher (City University London)	

Multimedia Arts degree lecturer (SAE College London) 	

Web Developer (SHAPE Interactive Israel) 	




         Blogger: ‘Usable Design’ – www.amirdotan.com	

         Founding member: User Experience Israel www.uxi.co.il
Lab49 is a consulting firm that provides strategic
consulting and advanced technology solutions for
the financial services industry. Our clients include
many of the world’s largest investment banks,
hedge funds and exchanges.
Lab49 was founded in 2002 and now
comprises over 200 people, with major offices
in New York and London 	


20+ Single-Dealer Platform projects
I’m going to talk about	



   1. What is User Experience Design?	


    2. How can User Experience Design improve
    financial software?
User Experience Design	

     The practice of analysing business requirements, user
     needs and the available environment in order to develop
     useful and usable products
Being the users’ advocate	


 Get to know the users and champion their needs	


    Analyse the users’ needs, abilities and limitations	


          Specify the user-system interaction
The business owner	





The trade salesperson	




                              The professional investor	





    The traders
What we usually aim to achieve:	


      Increase productivity	


Informed decision making	


 Keeping users happy	


     Reduce training costs	

           Increase sales	

     Gain competitive edge
Reduce human errors
Easy! Let’s make sure the system is user friendly!
Easy?... Really?
How long does it take to learn how to
use the system?
How fast can the user perform tasks?
What can the user do with the system?
How do people feel about using the system?
User Experience Design – The Approach	





  1. Research	

           2. Concept	

           3. Evaluate	





            4. Design	

            5. Confirm	

   6. Iterate
My day to day work
Specifying what people will be able
to do with the system
Specifying the steps the user will have to take
Specifying the navigation
Specifying how information is grouped
Specifying how information is grouped 	





                     http://thomsonreuters.com/products_services/financial/eikon
Specifying how information is visualised
Specifying how colours are used
Swap	

               SPOT	

             Call	

                  Volatility	

      Put	

Specifying the terminology	

 CCY	

 Short	

                 Liquidity	

 Hedge	

 Straddle	

                                       Pip	

                    Principal 	

               Bid	

                                      Margin	

                         Maturity	

                                                         Delta	

                                           Position	

                 Yield	

                              Blotter
Can the user personalise this interface?	

    How well does the interface fit in the user’s work environment?	

         How well does the interface help users recover from errors?	

                  Does the interface enable users to work quickly?
Will the user understand the meaning of
various terms and icons?	

      How will the interface appear on a large screen?
How will the user feel after using this
interface for more than 10 minutes?
http://www.etoro.com/




How effective is the data visualisation?
In conclusion	


Ensuring a positive user experience by constantly
researching and evaluating designs with real users may
seem obvious, but in reality isn’t that easy at all and
requires a methodological approach	



In order to deliver financial software that people want
and can use we have to provide high quality user
experiences that take into account what people know,
need and want to achieve
Thank you	


Amir Dotan	


adotan@lab49.com	

www.amirdotan.com	


Twitter	

@AmirDotan 	

@UX_for_Finance

Más contenido relacionado

Similar a The role of User Experience Design in developing financial software that people can and want to use

Amaze & Toyota, Content Management Theatre, Internet World 2012
Amaze & Toyota, Content Management Theatre, Internet World 2012Amaze & Toyota, Content Management Theatre, Internet World 2012
Amaze & Toyota, Content Management Theatre, Internet World 2012
IWexpo
 
Running Head HUMAN-COMPUTER INTERFACE 1HUMAN-COMPUTER IN.docx
Running Head HUMAN-COMPUTER INTERFACE 1HUMAN-COMPUTER IN.docxRunning Head HUMAN-COMPUTER INTERFACE 1HUMAN-COMPUTER IN.docx
Running Head HUMAN-COMPUTER INTERFACE 1HUMAN-COMPUTER IN.docx
potmanandrea
 
Running Head HUMAN-COMPUTER INTERFACE 1HUMAN-COMPUTER IN.docx
Running Head HUMAN-COMPUTER INTERFACE 1HUMAN-COMPUTER IN.docxRunning Head HUMAN-COMPUTER INTERFACE 1HUMAN-COMPUTER IN.docx
Running Head HUMAN-COMPUTER INTERFACE 1HUMAN-COMPUTER IN.docx
wlynn1
 
Running Head HUMAN-COMPUTER INTERFACE 1HUMAN-COMPUTER IN.docx
Running Head HUMAN-COMPUTER INTERFACE 1HUMAN-COMPUTER IN.docxRunning Head HUMAN-COMPUTER INTERFACE 1HUMAN-COMPUTER IN.docx
Running Head HUMAN-COMPUTER INTERFACE 1HUMAN-COMPUTER IN.docx
jeanettehully
 
Running Head HUMAN-COMPUTER INTERFACE .docx
Running Head HUMAN-COMPUTER INTERFACE                            .docxRunning Head HUMAN-COMPUTER INTERFACE                            .docx
Running Head HUMAN-COMPUTER INTERFACE .docx
wlynn1
 
Running Head HUMAN-COMPUTER INTERFACE .docx
Running Head HUMAN-COMPUTER INTERFACE                            .docxRunning Head HUMAN-COMPUTER INTERFACE                            .docx
Running Head HUMAN-COMPUTER INTERFACE .docx
jeanettehully
 
Kv work samples
Kv work samplesKv work samples
Kv work samples
kay_sjc
 
COMPUTER APPLICATION PROJECT ON
COMPUTER APPLICATION PROJECT ON COMPUTER APPLICATION PROJECT ON
COMPUTER APPLICATION PROJECT ON
Jitender Suryavansh
 
1Running Head HUMAN-COMPUTER INTERFACE .docx
1Running Head HUMAN-COMPUTER INTERFACE                     .docx1Running Head HUMAN-COMPUTER INTERFACE                     .docx
1Running Head HUMAN-COMPUTER INTERFACE .docx
herminaprocter
 

Similar a The role of User Experience Design in developing financial software that people can and want to use (20)

The Laws of User Experience: Making it or breaking it with the UX Factor
The Laws of User Experience: Making it or breaking it with the UX FactorThe Laws of User Experience: Making it or breaking it with the UX Factor
The Laws of User Experience: Making it or breaking it with the UX Factor
 
The Laws of User Experience: Making it or Breaking It with the UX Factor
The Laws of User Experience: Making it or Breaking It with the UX FactorThe Laws of User Experience: Making it or Breaking It with the UX Factor
The Laws of User Experience: Making it or Breaking It with the UX Factor
 
User Experience Strategy
User Experience StrategyUser Experience Strategy
User Experience Strategy
 
Amaze & Toyota, Content Management Theatre, Internet World 2012
Amaze & Toyota, Content Management Theatre, Internet World 2012Amaze & Toyota, Content Management Theatre, Internet World 2012
Amaze & Toyota, Content Management Theatre, Internet World 2012
 
May MarTech Madness - London MUG May 18th
May MarTech Madness - London MUG May 18thMay MarTech Madness - London MUG May 18th
May MarTech Madness - London MUG May 18th
 
London MUG | May MarTech Madness
London MUG | May MarTech MadnessLondon MUG | May MarTech Madness
London MUG | May MarTech Madness
 
Agrobazaar - The customer Experience process
Agrobazaar - The customer Experience processAgrobazaar - The customer Experience process
Agrobazaar - The customer Experience process
 
Portfolio 1 pages-deleted
Portfolio 1 pages-deletedPortfolio 1 pages-deleted
Portfolio 1 pages-deleted
 
Portfolio 1 pages-deleted
Portfolio 1 pages-deletedPortfolio 1 pages-deleted
Portfolio 1 pages-deleted
 
Portfolio 1 pages-deleted
Portfolio 1 pages-deletedPortfolio 1 pages-deleted
Portfolio 1 pages-deleted
 
Running Head HUMAN-COMPUTER INTERFACE 1HUMAN-COMPUTER IN.docx
Running Head HUMAN-COMPUTER INTERFACE 1HUMAN-COMPUTER IN.docxRunning Head HUMAN-COMPUTER INTERFACE 1HUMAN-COMPUTER IN.docx
Running Head HUMAN-COMPUTER INTERFACE 1HUMAN-COMPUTER IN.docx
 
User Experience: Why and How
User Experience: Why and HowUser Experience: Why and How
User Experience: Why and How
 
Running Head HUMAN-COMPUTER INTERFACE 1HUMAN-COMPUTER IN.docx
Running Head HUMAN-COMPUTER INTERFACE 1HUMAN-COMPUTER IN.docxRunning Head HUMAN-COMPUTER INTERFACE 1HUMAN-COMPUTER IN.docx
Running Head HUMAN-COMPUTER INTERFACE 1HUMAN-COMPUTER IN.docx
 
Running Head HUMAN-COMPUTER INTERFACE 1HUMAN-COMPUTER IN.docx
Running Head HUMAN-COMPUTER INTERFACE 1HUMAN-COMPUTER IN.docxRunning Head HUMAN-COMPUTER INTERFACE 1HUMAN-COMPUTER IN.docx
Running Head HUMAN-COMPUTER INTERFACE 1HUMAN-COMPUTER IN.docx
 
Business Transformation Using TOGAF
Business Transformation Using TOGAF Business Transformation Using TOGAF
Business Transformation Using TOGAF
 
Running Head HUMAN-COMPUTER INTERFACE .docx
Running Head HUMAN-COMPUTER INTERFACE                            .docxRunning Head HUMAN-COMPUTER INTERFACE                            .docx
Running Head HUMAN-COMPUTER INTERFACE .docx
 
Running Head HUMAN-COMPUTER INTERFACE .docx
Running Head HUMAN-COMPUTER INTERFACE                            .docxRunning Head HUMAN-COMPUTER INTERFACE                            .docx
Running Head HUMAN-COMPUTER INTERFACE .docx
 
Kv work samples
Kv work samplesKv work samples
Kv work samples
 
COMPUTER APPLICATION PROJECT ON
COMPUTER APPLICATION PROJECT ON COMPUTER APPLICATION PROJECT ON
COMPUTER APPLICATION PROJECT ON
 
1Running Head HUMAN-COMPUTER INTERFACE .docx
1Running Head HUMAN-COMPUTER INTERFACE                     .docx1Running Head HUMAN-COMPUTER INTERFACE                     .docx
1Running Head HUMAN-COMPUTER INTERFACE .docx
 

Más de Amir Dotan

Project report (2003) - Using Flash MX Cursor-control component to enhance co...
Project report (2003) - Using Flash MX Cursor-control component to enhance co...Project report (2003) - Using Flash MX Cursor-control component to enhance co...
Project report (2003) - Using Flash MX Cursor-control component to enhance co...
Amir Dotan
 
The Socio-Usability Dilemma (2007, Hebrew version)
The Socio-Usability Dilemma (2007, Hebrew version)The Socio-Usability Dilemma (2007, Hebrew version)
The Socio-Usability Dilemma (2007, Hebrew version)
Amir Dotan
 
Designing and Developing an Online Micro-Module on Sustainability for City ...
Designing and Developing an Online  Micro-Module on Sustainability for City  ...Designing and Developing an Online  Micro-Module on Sustainability for City  ...
Designing and Developing an Online Micro-Module on Sustainability for City ...
Amir Dotan
 
Sustainability Games, Tools And Related Websites
Sustainability   Games, Tools And Related WebsitesSustainability   Games, Tools And Related Websites
Sustainability Games, Tools And Related Websites
Amir Dotan
 
100 UK University Website Designs
100 UK University Website Designs100 UK University Website Designs
100 UK University Website Designs
Amir Dotan
 

Más de Amir Dotan (12)

Designing Experiences in Investment Banking
Designing Experiences in Investment Banking Designing Experiences in Investment Banking
Designing Experiences in Investment Banking
 
Project report (2003) - Using Flash MX Cursor-control component to enhance co...
Project report (2003) - Using Flash MX Cursor-control component to enhance co...Project report (2003) - Using Flash MX Cursor-control component to enhance co...
Project report (2003) - Using Flash MX Cursor-control component to enhance co...
 
Creative Ant Farm project report (2002)
Creative Ant Farm project report (2002)Creative Ant Farm project report (2002)
Creative Ant Farm project report (2002)
 
The Socio-Usability Dilemma (2007, Hebrew version)
The Socio-Usability Dilemma (2007, Hebrew version)The Socio-Usability Dilemma (2007, Hebrew version)
The Socio-Usability Dilemma (2007, Hebrew version)
 
UX in Wall Street - UXI LIVE 2010 presentation (Hebrew version)
UX in Wall Street - UXI LIVE 2010 presentation (Hebrew version)UX in Wall Street - UXI LIVE 2010 presentation (Hebrew version)
UX in Wall Street - UXI LIVE 2010 presentation (Hebrew version)
 
Designing and Developing an Online Micro-Module on Sustainability for City ...
Designing and Developing an Online  Micro-Module on Sustainability for City  ...Designing and Developing an Online  Micro-Module on Sustainability for City  ...
Designing and Developing an Online Micro-Module on Sustainability for City ...
 
Input devices
Input devicesInput devices
Input devices
 
Designing with Only Four People in Mind? - A Case Study of Using Personas to ...
Designing with Only Four People in Mind? - A Case Study of Using Personas to ...Designing with Only Four People in Mind? - A Case Study of Using Personas to ...
Designing with Only Four People in Mind? - A Case Study of Using Personas to ...
 
Sustainability Games, Tools And Related Websites
Sustainability   Games, Tools And Related WebsitesSustainability   Games, Tools And Related Websites
Sustainability Games, Tools And Related Websites
 
50 University Website Designs
50 University Website Designs50 University Website Designs
50 University Website Designs
 
100 UK University Website Designs
100 UK University Website Designs100 UK University Website Designs
100 UK University Website Designs
 
Technical Social Mechanisms - Examples and current trends
Technical Social Mechanisms - Examples and current trendsTechnical Social Mechanisms - Examples and current trends
Technical Social Mechanisms - Examples and current trends
 

Último

Artificial Intelligence: Facts and Myths
Artificial Intelligence: Facts and MythsArtificial Intelligence: Facts and Myths
Artificial Intelligence: Facts and Myths
Joaquim Jorge
 
+971581248768>> SAFE AND ORIGINAL ABORTION PILLS FOR SALE IN DUBAI AND ABUDHA...
+971581248768>> SAFE AND ORIGINAL ABORTION PILLS FOR SALE IN DUBAI AND ABUDHA...+971581248768>> SAFE AND ORIGINAL ABORTION PILLS FOR SALE IN DUBAI AND ABUDHA...
+971581248768>> SAFE AND ORIGINAL ABORTION PILLS FOR SALE IN DUBAI AND ABUDHA...
?#DUbAI#??##{{(☎️+971_581248768%)**%*]'#abortion pills for sale in dubai@
 
Histor y of HAM Radio presentation slide
Histor y of HAM Radio presentation slideHistor y of HAM Radio presentation slide
Histor y of HAM Radio presentation slide
vu2urc
 

Último (20)

Artificial Intelligence: Facts and Myths
Artificial Intelligence: Facts and MythsArtificial Intelligence: Facts and Myths
Artificial Intelligence: Facts and Myths
 
A Year of the Servo Reboot: Where Are We Now?
A Year of the Servo Reboot: Where Are We Now?A Year of the Servo Reboot: Where Are We Now?
A Year of the Servo Reboot: Where Are We Now?
 
Apidays New York 2024 - The value of a flexible API Management solution for O...
Apidays New York 2024 - The value of a flexible API Management solution for O...Apidays New York 2024 - The value of a flexible API Management solution for O...
Apidays New York 2024 - The value of a flexible API Management solution for O...
 
Scaling API-first – The story of a global engineering organization
Scaling API-first – The story of a global engineering organizationScaling API-first – The story of a global engineering organization
Scaling API-first – The story of a global engineering organization
 
Strategize a Smooth Tenant-to-tenant Migration and Copilot Takeoff
Strategize a Smooth Tenant-to-tenant Migration and Copilot TakeoffStrategize a Smooth Tenant-to-tenant Migration and Copilot Takeoff
Strategize a Smooth Tenant-to-tenant Migration and Copilot Takeoff
 
+971581248768>> SAFE AND ORIGINAL ABORTION PILLS FOR SALE IN DUBAI AND ABUDHA...
+971581248768>> SAFE AND ORIGINAL ABORTION PILLS FOR SALE IN DUBAI AND ABUDHA...+971581248768>> SAFE AND ORIGINAL ABORTION PILLS FOR SALE IN DUBAI AND ABUDHA...
+971581248768>> SAFE AND ORIGINAL ABORTION PILLS FOR SALE IN DUBAI AND ABUDHA...
 
Strategies for Landing an Oracle DBA Job as a Fresher
Strategies for Landing an Oracle DBA Job as a FresherStrategies for Landing an Oracle DBA Job as a Fresher
Strategies for Landing an Oracle DBA Job as a Fresher
 
ProductAnonymous-April2024-WinProductDiscovery-MelissaKlemke
ProductAnonymous-April2024-WinProductDiscovery-MelissaKlemkeProductAnonymous-April2024-WinProductDiscovery-MelissaKlemke
ProductAnonymous-April2024-WinProductDiscovery-MelissaKlemke
 
presentation ICT roal in 21st century education
presentation ICT roal in 21st century educationpresentation ICT roal in 21st century education
presentation ICT roal in 21st century education
 
What Are The Drone Anti-jamming Systems Technology?
What Are The Drone Anti-jamming Systems Technology?What Are The Drone Anti-jamming Systems Technology?
What Are The Drone Anti-jamming Systems Technology?
 
Powerful Google developer tools for immediate impact! (2023-24 C)
Powerful Google developer tools for immediate impact! (2023-24 C)Powerful Google developer tools for immediate impact! (2023-24 C)
Powerful Google developer tools for immediate impact! (2023-24 C)
 
Workshop - Best of Both Worlds_ Combine KG and Vector search for enhanced R...
Workshop - Best of Both Worlds_ Combine  KG and Vector search for  enhanced R...Workshop - Best of Both Worlds_ Combine  KG and Vector search for  enhanced R...
Workshop - Best of Both Worlds_ Combine KG and Vector search for enhanced R...
 
GenAI Risks & Security Meetup 01052024.pdf
GenAI Risks & Security Meetup 01052024.pdfGenAI Risks & Security Meetup 01052024.pdf
GenAI Risks & Security Meetup 01052024.pdf
 
Mastering MySQL Database Architecture: Deep Dive into MySQL Shell and MySQL R...
Mastering MySQL Database Architecture: Deep Dive into MySQL Shell and MySQL R...Mastering MySQL Database Architecture: Deep Dive into MySQL Shell and MySQL R...
Mastering MySQL Database Architecture: Deep Dive into MySQL Shell and MySQL R...
 
Connector Corner: Accelerate revenue generation using UiPath API-centric busi...
Connector Corner: Accelerate revenue generation using UiPath API-centric busi...Connector Corner: Accelerate revenue generation using UiPath API-centric busi...
Connector Corner: Accelerate revenue generation using UiPath API-centric busi...
 
Axa Assurance Maroc - Insurer Innovation Award 2024
Axa Assurance Maroc - Insurer Innovation Award 2024Axa Assurance Maroc - Insurer Innovation Award 2024
Axa Assurance Maroc - Insurer Innovation Award 2024
 
Histor y of HAM Radio presentation slide
Histor y of HAM Radio presentation slideHistor y of HAM Radio presentation slide
Histor y of HAM Radio presentation slide
 
TrustArc Webinar - Stay Ahead of US State Data Privacy Law Developments
TrustArc Webinar - Stay Ahead of US State Data Privacy Law DevelopmentsTrustArc Webinar - Stay Ahead of US State Data Privacy Law Developments
TrustArc Webinar - Stay Ahead of US State Data Privacy Law Developments
 
Developing An App To Navigate The Roads of Brazil
Developing An App To Navigate The Roads of BrazilDeveloping An App To Navigate The Roads of Brazil
Developing An App To Navigate The Roads of Brazil
 
AWS Community Day CPH - Three problems of Terraform
AWS Community Day CPH - Three problems of TerraformAWS Community Day CPH - Three problems of Terraform
AWS Community Day CPH - Three problems of Terraform
 

The role of User Experience Design in developing financial software that people can and want to use

  • 1. The role of User Experience Design in developing financial software that people can and want to use Amir Dotan Lab49 www.lab49.com
  • 2. Amir Dotan User Experience Architect at Lab49 in London Before Lab49: User Experience Researcher (City University London) Multimedia Arts degree lecturer (SAE College London) Web Developer (SHAPE Interactive Israel) Blogger: ‘Usable Design’ – www.amirdotan.com Founding member: User Experience Israel www.uxi.co.il
  • 3. Lab49 is a consulting firm that provides strategic consulting and advanced technology solutions for the financial services industry. Our clients include many of the world’s largest investment banks, hedge funds and exchanges.
  • 4. Lab49 was founded in 2002 and now comprises over 200 people, with major offices in New York and London 20+ Single-Dealer Platform projects
  • 5. I’m going to talk about 1. What is User Experience Design? 2. How can User Experience Design improve financial software?
  • 6. User Experience Design The practice of analysing business requirements, user needs and the available environment in order to develop useful and usable products
  • 7. Being the users’ advocate Get to know the users and champion their needs Analyse the users’ needs, abilities and limitations Specify the user-system interaction
  • 8. The business owner The trade salesperson The professional investor The traders
  • 9. What we usually aim to achieve: Increase productivity Informed decision making Keeping users happy Reduce training costs Increase sales Gain competitive edge
  • 11. Easy! Let’s make sure the system is user friendly!
  • 13. How long does it take to learn how to use the system?
  • 14. How fast can the user perform tasks?
  • 15. What can the user do with the system?
  • 16. How do people feel about using the system?
  • 17. User Experience Design – The Approach 1. Research 2. Concept 3. Evaluate 4. Design 5. Confirm 6. Iterate
  • 18. My day to day work
  • 19. Specifying what people will be able to do with the system
  • 20. Specifying the steps the user will have to take
  • 23. Specifying how information is grouped http://thomsonreuters.com/products_services/financial/eikon
  • 24. Specifying how information is visualised
  • 26. Swap SPOT Call Volatility Put Specifying the terminology CCY Short Liquidity Hedge Straddle Pip Principal Bid Margin Maturity Delta Position Yield Blotter
  • 27. Can the user personalise this interface? How well does the interface fit in the user’s work environment? How well does the interface help users recover from errors? Does the interface enable users to work quickly?
  • 28. Will the user understand the meaning of various terms and icons? How will the interface appear on a large screen?
  • 29. How will the user feel after using this interface for more than 10 minutes?
  • 30. http://www.etoro.com/ How effective is the data visualisation?
  • 31. In conclusion Ensuring a positive user experience by constantly researching and evaluating designs with real users may seem obvious, but in reality isn’t that easy at all and requires a methodological approach In order to deliver financial software that people want and can use we have to provide high quality user experiences that take into account what people know, need and want to achieve