creative digital technology excellence in internet development since 1992 westpac online fx facelift...
TRANSCRIPT
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Creative Digital TechnologyExcellence in Internet Development Since 1992
Westpac Online FX Facelift
RFP Discussion
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Agenda
• Brief history• Similar work• Our involvement• Where are we now• What we have done• Demonstration• Where to from here
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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
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Financial Sector Clients
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Local Clients – since 1992
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Creative Digital TechnologyExcellence in Internet Development Since 1992
Specific example – Federal court
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Federal court - before
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Federal court - after
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Federal court - before
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Federal court - after
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Federal court - before
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Federal court - after
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Federal court - before
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Federal court - after
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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
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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
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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%
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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
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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
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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
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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
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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
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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 . . .
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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
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Demonstration
Lets take a look
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Where to from here?
• Complete Phase 1 functional prototype
• Integration requirement analysis
• Design and develop Phase 2 prototype
• Integrate and test with OnlineFX
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Creative Digital TechnologyExcellence in Internet Development Since 1992
Thank you