Re: [IxDA Discuss] Wholesale banking experience research

2008-09-03 Thread steve . schang
So, the questions are:

   1. if you are a rich man, looking for a financial institution to 
manage 
   help your business grow, what key information would you look on their 
site?
Wholesale banking is a relationship driven business, there is very little 
to no self-service in the sales process. There are two types of people 
involved one is the decision maker who buys the product/service and the 
other person is someone who does the actual day to day transactions. The 
decision maker is a senior executive like the CEO, CFO, or Treasurer. If 
your site is a sales site then target the decision makers (or their staff 
who does research for them)with brief descriptions of products and 
services offered. A C-suite executive won't spend much time if any surfing 
your site. He most likely is already aware of your services and reputation 
and will just want someone to come in and give him a presentation. The 
day-to-day transaction people are more concerned with how functional your 
online tools are. Demos are good for them. 

One important thing to do is interview the sales staff to see how their 
sales process works and discover some ways that the website can support 
their face-to-face sales pitches. 

   2. What would make your sit up and take notice? Delightful  
surprising
   user experiences?
The name and phone number of someone to call.






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Re: [IxDA Discuss] Migration from 800 to 1024 width

2008-09-02 Thread steve . schang
 Nick said 
 Has anyone any experience of migrating from 800 to 1024? What are the
 options? Big bang is one, or you could do all the headers and footers,
 and do the content as you go along. What else? Section by section? Are
 there any case studies, or objective assesments of user impact

We have been doing it section by section. First our homepage, then our 
Checking and Savings sections. Initially we had some concerns about having 
some pages 800 and others 1024. But in the end we felt it didn't matter to 
have different page widths on the site. What was more important was to 
keep consistent branding elements and global navigation elements on all 
the pages. We were not able to do a big bang redesign.

In the usability lab no one ever commented on the different widths. That 
made sense to me, user's probably don't care about the page width just 
whether they can find what they are looking for.

Our redesigned pages performed much better in the lab and in production 
than the old pages. The performance improvement had more to do with the 
design of the page than the page widths. 

Based on my experience I'd say use wider pages on a section by section 
basis or even a page by page basis as long as the design of the wider page 
is more effective than the narrow page design.  Don't just make a wider 
page to make a wider page.

-steve 


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Re: [IxDA Discuss] Interactive prototyping

2008-07-29 Thread steve . schang
iRise has a standalone edition for $6,995, it is still expensive compared 
to Axure. But for individuals or smaller shops that are working with a 
client who uses iRise it could be a viable alternative. Also, according to 
their website they are doing a trial of an on-demand version of iRise 
which I am assuming would be priced a lot less than the enterprise 
version.

To me, the biggest advantage of iRise is the ability for the interaction 
designer to create a fully interactive, data rich simulation. Before iRise 
if we wanted an interactive simulation we needed to find a developer to 
build a test environment.

We have had a lot of success using iRise simulations in our usability lab. 
Recently we have also started sending the simulations to the training 
department. They repurpose the simulations for class room and web based 
training while the actual system is still in development.

One important feature of iRise is the ability to import spreadsheet data 
into the simulation and then manipulate that data using the simulation. 
This is great if you are simulating conditional logic, search functions, 
CRM data, etc.

Steve Schang
Interactive Design Group | eCommerce | Wachovia Corporation


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Re: [IxDA Discuss] Entering military time on web

2008-07-22 Thread steve . schang
What kind of errors are you trying to prevent? My experience with 24-hr 
time is that it is easier to enter because each time is only used once 
each day. For example you can't get confused as to which 12:00 o'clock it 
is, it can either be 12:00 or 24:00. 

Are you working on a U.S. military application? If not I might refer to 
military time as 24-hr time. Most countries use the 24-hr notation as 
their standard way of referencing time. 

Steve Schang
Interactive Design Group | eCommerce | Wachovia Corporation
704.715.3845
Usability | iRise | TrendsCast Blog

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Re: [IxDA Discuss] Confirm password field - Superfluous?

2008-07-10 Thread steve . schang
The user can visually verify correct data entry in all the fields except 
the password field (because it is masked). Requiring the user re-type the 
password is the only way they can verify they typed the correct password.

I would vote to keep the re-type password field. I have seen some systems 
that use javascript to compare the two password fields on the fly. That 
way I don't realize I mis-typed my password after pressing Submit.

Steve Schang
Interactive Design Group | eCommerce | Wachovia Corporation
704.715.3845
Usability | iRise | TrendsCast Blog

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Re: [IxDA Discuss] Remote card sort

2008-07-03 Thread steve . schang
Reasons to do a card sort in person: I want rich, qualitative feedback 
from participants; I am combining the card sort with other 
tasks/activities. In person card sorts are useful If you are trying to 
learn how participants think about a domain. Doing it in person will give 
you a lot of freedom to explore those types of questions. You can dig 
deeper into why they sorted the way they did.

Remote card sorting tools are great for large numbers of participants, 
geographically dispersed participants, and if you are OK with not getting 
a lot of qualitative data from the participants.

Steve Schang
Interactive Design Group | eCommerce | Wachovia Corporation
704.715.3845

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Re: [IxDA Discuss] Great Online Banking Experiences?

2008-06-30 Thread Steve Schang
For personal banking USAA does a great job (usaa.com). As a bank that
serves the military community and their families they only have one
branch in San Antonio, TX. Everything else is done online, over the
phone, and by mail. Since this has been their business model from day
one they have a very capable online banking platform. Because all the
banking is done remotely they help out by refunding all ATM charges,
allowing free online transfers from/to USAA and any other US bank,
free bill pay, and you can deposit checks online using your personal
scanner (and the deposits are credited immediately to your account -
no 2-3 day holds). Recently they launched mobile.usaa.com and it is
one of the most simple and easy to use mobile implementations I have
seen.


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Posted from the new ixda.org
http://www.ixda.org/discuss?post=30833



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Re: [IxDA Discuss] any ideas for icon research?

2008-06-25 Thread steve . schang
Maybe approach the icon creation from how people view their paper 
statements. Just create a statement icon. Why differentiate paper versus 
online? Do people really make a distinction between a paper statement and 
an online statement? Isn't an online statement just a digital version of 
the paper statement?

Steve Schang
Interactive Design Group | eCommerce | Wachovia Corporation
704.715.3845
Usability | iRise | TrendsCast Blog



Jim Reed [EMAIL PROTECTED] 
Sent by: [EMAIL PROTECTED]
06/25/2008 02:12 PM

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Subject
[IxDA Discuss] any ideas for icon research?






I need to prepare a strategy document for a large financial client 
that explores appropriate visual metaphors for paperless billing or 
e-statements in a global context. I will include a competitive icon 
audit, but I'm not finding a lot of icons for paperless billing. The 
biggest challenge for me is the global context. I can easily suggest 
an appropriate metaphor for Norhern Californians, but how can I 
research which visual metaphors might work for people in Italy, 
Britain, Canada and so on? Any ideas?

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Re: [IxDA Discuss] Sketching as a Wireframing Tool

2008-06-19 Thread steve . schang
I use sketches to get my ideas written down. Once I feel good about the 
sketches I start working with a program on the computer. I find it easier 
to explore ideas if I am not staring at a blank monitor. 

-steve 




Mike Rohde [EMAIL PROTECTED] 
Sent by: [EMAIL PROTECTED]
06/19/2008 11:21 AM

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[IxDA Discuss] Sketching as a Wireframing Tool






Hello IXDA people,

I'm new to this list but am enjoying the conversations and topics. Thanks
for sharing your expertise everyone!

I'm wondering how many, if any of you use pencil/pen and paper to work out
wireframes? I've used several different methods and prefer sketching when 
I
am able to do it, because it's quick and works well for me.

We've also found that with clients, the openness and loose nature of 
pencil
sketches helps clients feel the process is still flexible and sketches 
seem
to help them focus on structure rather than getting hung up on position 
only
text, typos and so on.

Does anyone else use sketches in their workflow, either for internal use 
or
sharing with clients? I'm curious.

Here's a post from a while ago on my personal blog about sketching:

http://www.rohdesign.com/weblog/archives/001852.html

P.S. I also like Fireworks for wireframes and mockups, because of my 
history
as a vector guy who loves Illustrator. :-)

Thanks again for this list!

Mike

-- 
Mike Rohde | Interactive Art Director
Northwoods Software | http://northwoodsoft.com
[EMAIL PROTECTED] | (414) 434-8252


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Re: [IxDA Discuss] Placement of username and password on homepage

2008-04-29 Thread Steve Schang
Melinda's post correlates to what we discovered when redesigning our
homepage. Our usability participants expected username and password
to be in the upper left of the homepage. Keep in mind that logging-in
is what over 90% of our visitors do when visiting our site. If
logging-in is not your site's primary task, username and password
could be placed somewhere else and reserve that prime real estate for
something else. 


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Posted from the new ixda.org
http://www.ixda.org/discuss?post=28399



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