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Organizing personal information
- 1. papercake Learn. Organize. Share. Microsoft Design Expo Graduate Studio II Carnegie Mellon University July 18, 2012 Somya Jampala Priscilla Mok Loretta Neal
- 2. Information in My World Social security number Immunization records Medical records Passport Ancestry Birth certificate papercake Somya Jampala, Priscilla Mok, Loretta Neal , Zhe Han Neo | Carnegie Mellon University | Microsoft Design Expo 2012 2
- 3. Information in My World Emergency contacts Savings account number State ID SAT / ACT scores Social security number Test scores Immunization records ATM PIN Diploma Medical records Scholarships Driver’s license Library card Passport Loans School ID Ancestry Birth certificate Checking account number Transcripts / certificates Resume Bank accounts papercake Somya Jampala, Priscilla Mok, Loretta Neal , Zhe Han Neo | Carnegie Mellon University | Microsoft Design Expo 2012 3
- 4. Information in My World Bank statements Registration Renter’s insurance 401K Health insurance Car maintenance records Contracts Training certifications Emergency contacts Health insurance Savings account number Title Lease SAT / ACT scores State ID Taxes Portfolio Credit cards Social security number Test scores Immunization records Mortgages ATM PIN Diploma Work authorizations Scholarships Medical records Work ID Driver’s license Passport Credit score Library card Loans School ID Ancestry Birth certificate Utility bills Checking account number Transcripts / certificates Bank accounts Receipts Resume Agreements Investment accounts W2 form Credit card bills papercake Somya Jampala, Priscilla Mok, Loretta Neal , Zhe Han Neo | Carnegie Mellon University | Microsoft Design Expo 2012 4
- 5. Information in My World Bank statements Registration Renter’s insurance 401K Marriage certificate Health insurance Car maintenance records Contracts Training certifications Emergency contacts Health insurance Lease SAT / ACT scores Savings account number State ID Taxes Title Test scores Portfolio Credit cards Social security number Immunization records Performance evaluations I-9 form ATM PIN Diploma Home budget Work authorizations Scholarships Medical records Work ID Visas Driver’s license Proof of purchase Passport Credit score Library card Rebates Loans Warranties School ID Business license Ancestry Birth certificate Utility bills Checking account number Transcripts / certificates Bank accounts Receipts Resume Agreements Investment accounts Previous addresses W2 form Home insurance Credit card bills Permanent resident card Extended warranties Credit history Previous employers Home inspections Deed Logins and passwords papercake Somya Jampala, Priscilla Mok, Loretta Neal , Zhe Han Neo | Carnegie Mellon University | Microsoft Design Expo 2012 5
- 6. Information in My World Bank statements Registration Renter’s insurance 401K Marriage certificate Health insurance Car maintenance records Contracts Training certifications Emergency contacts Health insurance Lease SAT / ACT scores Savings account number State ID Taxes Title Pet’s vaccination records Home maintenance records Test scores Portfolio Credit cards Social security number Immunization records Performance evaluations Life insurance I-9 form ATM PIN Diploma Home budget Work authorizations Scholarships Medical records Work ID Visas Children’s passports Driver’s license Proof of purchase Passport Credit score Library card Rebates Loans Warranties School ID Business license Ancestry Birth certificate Utility bills Checking account number Transcripts / certificates Bank accounts Children’s health records Receipts Resume Agreements Investment accounts Previous addresses W2 form Home insurance Children’s test scores Credit card bills Permanent resident card Extended warranties Credit history Previous employers Pet license Home inspections Deed Logins and passwords Children’s social security numbers Children’s transcripts Pet’s health records Child’s birth certificates papercake Somya Jampala, Priscilla Mok, Loretta Neal , Zhe Han Neo | Carnegie Mellon University | Microsoft Design Expo 2012 6
- 7. Information in My World Bank statements Financial power of attorney Registration Renter’s insurance 401K Marriage certificate Health insurance Car maintenance records Last will and testament Contracts Training certifications Emergency contacts Health insurance Hospitalizations Lease SAT / ACT scores Savings account number State ID Taxes Title Pet’s vaccination records Home maintenance records Test scores Portfolio Credit cards Social security number Immunization records Performance evaluations Life insurance I-9 form ATM PIN Diploma Home budget Work authorizations Medical records Scholarships Mortgage Work ID Visas Children’s passports Driver’s license Proof of purchase Passport Parents’ estate Credit score Library card Rebates Loans Warranties School ID Pet’s adoption records Business license Ancestry Birth certificate Utility bills Revocable trust Checking account number Transcripts / certificates Bank accounts Durable power of attorney for health care Children’s health records Receipts Resume Agreements Investment accounts Previous addresses W2 form Home insurance Children’s test scores Credit card bills Permanent resident card Extended warranties Credit history Prescriptions Previous employers Pet license Home inspections Deed Logins and passwords Children’s social security numbers Children’s transcripts Pet’s health records Parents’ medical records Roth IRA Children’s birth certificates Parents’ last will and testament papercake Somya Jampala, Priscilla Mok, Loretta Neal , Zhe Han Neo | Carnegie Mellon University | Microsoft Design Expo 2012 7
- 8. People are overwhelmed, confused and unmotivated when dealing with their personal documents. There is an opportunity to design something that provides motivation, coaching, and direction to help people get organized and achieve their life goals. papercake Somya Jampala, Priscilla Mok, Loretta Neal , Zhe Han Neo | Carnegie Mellon University | Microsoft Design Expo 2012 8
- 9. Research papercake Somya Jampala, Priscilla Mok, Loretta Neal , Zhe Han Neo | Carnegie Mellon University | Microsoft Design Expo 2012 9
- 10. Current State of Organization Don’t Know Know Exploratory Research Touchstone Tours, Contextual Inquiry, Interviews papercake Somya Jampala, Priscilla Mok, Loretta Neal , Zhe Han Neo | Carnegie Mellon University | Microsoft Design Expo 2012 10
- 11. Current State of Organization Act Don’t Know Know Don’t Act Exploratory Research Touchstone Tours, Contextual Inquiry, Interviews papercake Somya Jampala, Priscilla Mok, Loretta Neal , Zhe Han Neo | Carnegie Mellon University | Microsoft Design Expo 2012 11
- 12. Current State of Organization Act Don’t Know Know “SHOULDS” Don’t Act Exploratory Research Touchstone Tours, Contextual Inquiry, Interviews papercake Somya Jampala, Priscilla Mok, Loretta Neal , Zhe Han Neo | Carnegie Mellon University | Microsoft Design Expo 2012 12
- 13. Current State of Organization Act “SHEEP” Don’t Know Know “SHOULDS” Don’t Act Exploratory Research Touchstone Tours, Contextual Inquiry, Interviews papercake Somya Jampala, Priscilla Mok, Loretta Neal , Zhe Han Neo | Carnegie Mellon University | Microsoft Design Expo 2012 13
- 14. Current State of Organization Act “SHEEP” Don’t Know Know “SLEEPERS” “SHOULDS” Don’t Act Exploratory Research Touchstone Tours, Contextual Inquiry, Interviews papercake Somya Jampala, Priscilla Mok, Loretta Neal , Zhe Han Neo | Carnegie Mellon University | Microsoft Design Expo 2012 14
- 15. Current State of Organization Act Neo! “SHEEP” Don’t Know Know “SLEEPERS” “SHOULDS” Don’t Act Exploratory Research Touchstone Tours, Contextual Inquiry, Interviews papercake Somya Jampala, Priscilla Mok, Loretta Neal , Zhe Han Neo | Carnegie Mellon University | Microsoft Design Expo 2012 15
- 16. Current State of Organization Act “SHEEP” “SAVVYS” Don’t Know Know “SLEEPERS” “SHOULDS” Don’t Act Exploratory Research Touchstone Tours, Contextual Inquiry, Interviews papercake Somya Jampala, Priscilla Mok, Loretta Neal , Zhe Han Neo | Carnegie Mellon University | Microsoft Design Expo 2012 16
- 17. Design Implications Learn “I want a personal assistant who will do this stuff for me.” -- 30 y.o. female Generative Research Collages, Card Sorting, Activity Book, Game of Life papercake Somya Jampala, Priscilla Mok, Loretta Neal , Zhe Han Neo | Carnegie Mellon University | Microsoft Design Expo 2012 17
- 18. Design Implications Organize “When will the rest of the world catch up with digital?” -- 28 y.o. male Generative Research Collages, Card Sorting, Activity Book, Game of Life papercake Somya Jampala, Priscilla Mok, Loretta Neal , Zhe Han Neo | Carnegie Mellon University | Microsoft Design Expo 2012 18
- 19. Design Implications Share “Me and my husband need 100% access to each other’s documents...” -- 31 y.o. female Generative Research Collages, Card Sorting, Activity Book, Game of Life papercake Somya Jampala, Priscilla Mok, Loretta Neal , Zhe Han Neo | Carnegie Mellon University | Microsoft Design Expo 2012 19
- 20. Design Implications Evaluative Research Storyboards, Concept Speed dating, Clickable Prototype papercake Somya Jampala, Priscilla Mok, Loretta Neal , Zhe Han Neo | Carnegie Mellon University | Microsoft Design Expo 2012 20
- 21. Ideal State Act “SHEEP” “SAVVYS” Don’t Know Know “SLEEPERS” “SHOULDS” Don’t Act papercake Somya Jampala, Priscilla Mok, Loretta Neal , Zhe Han Neo | Carnegie Mellon University | Microsoft Design Expo 2012 21
- 22. Our Solution papercake Website Learn. Organize. Share. Mobile App papercake Somya Jampala, Priscilla Mok, Loretta Neal , Zhe Han Neo | Carnegie Mellon University | Microsoft Design Expo 2012 22
- 23. Videosketch papercake Somya Jampala, Priscilla Mok, Loretta Neal , Zhe Han Neo | Carnegie Mellon University | Microsoft Design Expo 2012 23
- 24. Delightful Interactions papercake Somya Jampala, Priscilla Mok, Loretta Neal , Zhe Han Neo | Carnegie Mellon University | Microsoft Design Expo 2012 24
- 25. Dashboard papercake Somya Jampala, Priscilla Mok, Loretta Neal , Zhe Han Neo | Carnegie Mellon University | Microsoft Design Expo 2012 25
- 26. Action Plans “Switch: How to Change Things When Change is Hard” by Chip and Dan Heath papercake Somya Jampala, Priscilla Mok, Loretta Neal , Zhe Han Neo | Carnegie Mellon University | Microsoft Design Expo 2012 26
- 27. Action Plans papercake Somya Jampala, Priscilla Mok, Loretta Neal , Zhe Han Neo | Carnegie Mellon University | Microsoft Design Expo 2012 27
- 28. Action Plans papercake Somya Jampala, Priscilla Mok, Loretta Neal , Zhe Han Neo | Carnegie Mellon University | Microsoft Design Expo 2012 28
- 29. Action Plans papercake Somya Jampala, Priscilla Mok, Loretta Neal , Zhe Han Neo | Carnegie Mellon University | Microsoft Design Expo 2012 29
- 30. Filebox papercake Somya Jampala, Priscilla Mok, Loretta Neal , Zhe Han Neo | Carnegie Mellon University | Microsoft Design Expo 2012 30
- 31. Reminders and Alerts BJ Fogg’s research on “Behavior Design’” and Motivation (www.bjfogg.com) papercake Somya Jampala, Priscilla Mok, Loretta Neal , Zhe Han Neo | Carnegie Mellon University | Microsoft Design Expo 2012 31
- 32. Competitive Analysis specialty organizing sharing guidance and goal-setting agency backup / tools tools advice integration storage life events papercake guidance legal, financial cloud storage financial taxes finance, insurance legal guidance papercake Somya Jampala, Priscilla Mok, Loretta Neal , Zhe Han Neo | Carnegie Mellon University | Microsoft Design Expo 2012 32
- 33. Next Steps papercake Somya Jampala, Priscilla Mok, Loretta Neal , Zhe Han Neo | Carnegie Mellon University | Microsoft Design Expo 2012 33
- 34. Next Steps Data security, trust and credibility Generating revenue Future research papercake Somya Jampala, Priscilla Mok, Loretta Neal , Zhe Han Neo | Carnegie Mellon University | Microsoft Design Expo 2012 34
- 35. papercake Somya Jampala, Priscilla Mok, Loretta Neal , Zhe Han Neo | Carnegie Mellon University | Microsoft Design Expo 2012 35
- 36. papercake Learn. Organize. Share. Team Contacts Somya Jampala somya@cmu.edu Priscilla Mok priscilm@andrew.cmu.edu Loretta Neal loretta@cmu.edu Zhe Han Neo Project Blog www.quarterhotcakes.wordpress.com papercake Somya Jampala, Priscilla Mok, Loretta Neal , Zhe Han Neo | Carnegie Mellon University | Microsoft Design Expo 2012 36