IA Documentation

Examples of IA documentations

A presentation by

Ujjaini Lahiri

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This document is for viewing only and should not be distributed or published.

Document owner and author: Ujjaini Lahiri

User profiles

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Need Help

Need Information

Long term

investment

Short term

returns

D

B

A

C

B Helene White

Needs information and some help

at times and wants good returns

Responsible Investor

A John Collins

Maximum return on investment by being

well informed about market trends

Ambitious investor

C Clair Webb

Needs information, help and wants

good returns

Cautious investor

DWilliam Prince

Makes short term investments, and

needs help with system and investment

Pensioner

E James Smith

Needs to live for now, sharp market

speculator, makes high risk investment

Smart Investor

E

To come up with effective user profiles we plot users’ investment patterns against their information

requirements. The closer to the top right a user is, the more they are likely to use market

information to maximise their returns, while users on the lower left corner have shorter investment

horizons and require help with understanding the market.


Persona with scenarios


Managing personal finance

§ Personal finances are well organised

§ Makes long term financial with low risk, assured returns

§ Wants see and compare different financial products

§ Do not need help with budgeting

§ Prefers to manage her finances online

§ Needs help with selection of financial products

§ Willing to learn more about the financial market

Helene White, 28 is Sales Manager at John Lewis.

Helen lives with her boyfriend in a single bed stylish apartment

she has recently bought. The mortgage payment has made her

more keen on understanding and managing her finances.

She expects to get market information and sound financial advice

along with good service from her banks. She chooses to manage

finances online, as she is able to monitor her investments closely

at her convenience.

Key expectations

§ Create and maintain investment portfolio

§ Manage transactions online

§ Search for suitable products

§ Advice on investment and financial risk

§ Make watch list to see product perform before investing

§ Calculator tool to assess returns

§ Get SMS reminders and alerts for her investments

“I want assured returns, and like to

take informed decisions ”

Helene WhiteSales Manager

Scenario Needs Features Behaviour

Helene has received the annual bonus and wants to keep

it for her wedding. She wants to know how much return

she can earn on it in two years and select the best

investment.

§ Search

§ Calculate

§ Compare

§ Search

§ Calculator

§ Compare table

Helene goes to the website and searches for products with

guaranteed returns in two years. She calculates the

returns using calculator tool. She then shortlists and goes

to compare products to get a better view.

While searching for her financial products recently she

came across few products which appeared very lucrative.

She wants see how the products do for a few days but do

not want to risk any money on them.

§ Save selection

§ Get report

§ Watch list

§ Performance report

Helene selects the products she wants to monitor and

saves them to her ‘watch list’. She gets a snapshot of the

of these products from performance graph.

Helen has a very busy schedule and wishes she could

receive updates of her investment on her mobile and did

not need to go online.

§ Updates on mobile § SMS Updates

§ SMS Alerts

Helene goes to the site and registers her mobile number.

She selects the SMS updates and alerts she would like to

receive on her mobile.


Content inventory



Site structure



User journey


Brand list pageHub Page

Home Page

Search engine result

Search result pageBrand pageProduct category page

Product details

Purchase

many visitors’ first landing on

the site is on the category or

product listing pages (brought

there from Google or affiliate

links)

User may use the normal

route of Home page > hub

page/ brand list and >

product list page


Process Flow



User task flow



Tube map style user journey steps



Wireframes in Axure



Storyboarding for dynamic elements



Defining interaction


Proposed solution

Account & market information

Order Status

Pending 8011623 XXXXXXX 10 Mar 10 10:20 Invest LO

Failed 8011623 XXXXXXX 10 Mar 10 10:20 Invest LO

Dealt 8011623 XXXXXXX 10 Mar 10 10:20 Invest LO

Fund

Stock

Fund

Dealt 8011623 XXXXXXX 10 Mar 10 10:20 Invest LOFund

Cancelled 8011623 XXXXXXX 10 Mar 10 10:20 Invest LOFund

Failed 8011623 XXXXXXX 10 Mar 10 10:20 Invest LOStock

Pending 8011623 XXXXXXX 10 Mar 10 10:20 Invest LOStock

View and edit details

Deal

status

Company

name

Deal date Order

type

Transaction

type

Reference

no

Product

10 Mar 10 10:20 Invest 650 . 00

10 Mar 10 10:20 Buy 850 . 50

10 Mar 10 10:20 Invest 650 . 00

Fund

Stock

Fund

Deal date Indicative

consideration(£)

Transaction

type

Number

of Units

Alliance GBL INV UK

Aberdeen INV FD

Alliance GBL INV UK

Company

name

Fund

Stock

Fund

Amount in

(£)

Alliance RMC US Equity Acc

Aberdeen US Equity Acc

Product

Fund

Fund

Fund & Structured products

Fund


10 Mar 10 10:20 Buy 650 . 00FundAlliance GBL INV UK FundFund


10 Mar 10 10:20 Buy 650 . 00FundAlliance GBL INV UK FundFund


Stocks

Existing interface


Annotating wireframes



Wireframe (High fidelity) and Visual design


High fidelity wireframes are used for user

testing, as this gives better feel of the

proposed site. The header and footer follow

the brand guideline so that users can identify

with the site and brand.

Final visual design derived from the wireframe


Expert review


Homepage real estate utilisation analysis

Website positioning and heuristic review


Usability audit of existing sites


Thank you

IA Documentation

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