Amir Dotan World Usability Day 2012 presentation's slides

1. UX
and
the
City
A
Glimpse
into
the
World
of
User
Experience
in
London's
Financial
District
Amir
Dotan
/
LAB49
World
Usability
Day
2012
Usability
of
Financial
Systems

2. About
me
User
Experience
architect
at
LAB49;
a
technology
consulJng
firm
that
builds
advanced
soluJons
for
the
financial
services
industry
2010
User
Experience
Architect
-­‐
LAB49
2007
User
Experience
Researcher
–
Centre
for
HCI
Design,
City
University
MSc
Human-­‐Centred
Systems
(City
University
London)
2003
Degree
Lecturer
–
HCI
and
Web
Development
-­‐
SAE
InsJtute
BA
(Hons.)
Mul.media
Arts
(Middlesex
University)
2000
Flash
Developer
-­‐
SHAPE
InteracJve
Digital
Agency

3. I’m
going
to
talk
about
1.
Working
as
a
UX
professional
in
the
financial
services
industry
2.
The
trading
floor
work
environment
3.
Considera.ons
and
UI
design
guidelines

4. Working
in
the
financial
services
industry
Typical
UX
projects
–
Investment
Banking
Trading
systems
(Single
and
MulJ
Dealer
Plaorms)
Dashboards
–
AnalyJcs,
monitoring
and
reporJng
tools
Porolio
and
Risk
management
Research,
news,
economic
events,
market
senJments
etc.

5. Working
in
the
financial
services
industry
Data-­‐rich,
mission
criJcal
systems
There
is
a
need
to
display
and
organise
large
data
sets
and
support
criJcal
workflows
(e.g.
investment
decisions)
http://www.flickr.com/photos/jovriens/4592933854/

6. Working
in
the
financial
services
industry
Diverse
user
groups
Internal
users
-­‐
Sales
teams,
traders,
management,
back-­‐office
External
users
-­‐
Small-­‐medium
businesses,
mulJnaJonal
companies,
professional
investors
(Insurance
companies,
pension
funds,
central
banks,
governments
etc.)
Diverse
needs,
workflows,
level
of
experience
hap://www.flickr.com/photos/d-­‐kav/4629934426/

7. Working
in
the
financial
services
industry
Investment
banks
are
relaJvely
new
to
UX
Scope
for
innovaJon

8. Working
in
the
financial
services
industry
“Fat
Finger”
syndrome
Poor
usability
can
be
very
costly

9. The
trading
floor
work
environment
Working
in
front
of
3-­‐6
monitors
and
mulJple
data
entry
devices
Very
limited
screen
real-­‐estate,
the
user
has
to
pay
aaenJon
to
many
things
at
once
hap://www.flickr.com/photos/27244534@N08/2539318470/

10. The
trading
floor
work
environment
Rear-­‐view
mirrors
aaached
to
monitors
Users
are
olen
distracted
Heightened
state
of
alert

11. The
trading
floor
work
environment
Busy
and
olen
unavailable
users
Lab-­‐based
usability
tesJng
and
other
structured
evaluaJon
methods
are
difficult
to
implement
http://www.flickr.com/photos/artemuestra/2941677924/

12. Considera.ons
and
UI
design
guidelines
Use
of
colour
Colour
blindness
consideraJons
–
Not
relying
on
colour
alone
to
convey
informaJon

13. Considera.ons
and
UI
design
guidelines
Standard
components:
Trade
bloaer,
dealing
panels,
charts,
tables
Established
mental
models
and
industry
convenJons
we
need
to
consider

14. Considera.ons
and
UI
design
guidelines
Maximising
screen
real-­‐estate
Empty
spaces
are
rarely
welcomed

15. Considera.ons
and
UI
design
guidelines
Not
always
possible
to
use
real
data
in
prototypes
and
mockups
Difficult
to
simulate
condiJons
and
test
concepts
unJl
the
system
is
built
hap://www.flickr.com/photos/fredjk/276849773/

16. Considera.ons
and
UI
design
guidelines
Keyboard-­‐friendly
interfaces
Keying
data
can
be
a
considerable
part
of
a
workflow
Avoid
interacJons
that
require
changing
from
keyboard
to
mouse
Consider
tabbing
order
in
forms
Consider
keyboard
shortcuts
hSp://www.flickr.com/photos/paul_garland/2268928575/

17. Considera.ons
and
UI
design
guidelines
Typography
and
numbers
Numbers
are
very
important
but
in
many
cases
have
to
be
displayed
in
small
font
hap://www.flickr.com/photos/zoezolka/313115700/

18. Considera.ons
and
UI
design
guidelines
CustomisaJon
is
key
Make
interface
elements
detachable
and
collapsible
Enable
users
to
customise
the
UI
hap://www.flickr.com/photos/seven13avenue/2080281038/

19. Considera.ons
and
UI
design
guidelines
Don’t
visualise
data
just
because
you
can
Tabular
representaJon
has
its
strengths
Consider
offering
mulJple
view
modes
Is
the
user
looking
for
insight
or
single
data
element?

20. Thank
You
amir.dotan@lab49.com
@UX_links
@UX_for_Finance