Session 3 HDFC-JOINT CERTIFICATION PROGRAMME HDFC-IBS Mumbai
Usability Hdfc
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Transcript of Usability Hdfc
Vinay Mohanty
UI Redesign | HDFC Forex CardUsability Review & Recommendations | July 10, 2008
Problems format
– Interface problem
– How it leads to user problem
– Screen Shot
– Severity of Problem
– Heuristic rule which the problem violates
– Suggested Fix
Issues & Recommendations
Before Login Screen
Interface problem: next steps... call us...then login.
User problem: call us and login seem related where as they are not. Login is only used after the users holds a forex or gift card.
Before Login Screen
Recommendation:
•LOGIN should be placed in a distinct and visible position.
•It can even be given a unique button.
Login
FOREX CARD
Login
Interface problem: Login Page opens in a new window. It has no relation with the previous page. Looks wise, it comes across as too blank.
User problem: Page does not convey a feeling of being secure and trust worthy. Looks incomplete as if the page hasn’t loaded fully.
Login Screen-page background
Login Screen-page background
Recommendation:
•The new page should be consistent with the parent HDFC site in terms of banner, look and feel, colours, shapes etc.
• The need for a Unique identity for the set of pages is essential for the user to understand he is working on a new application window to reinforce the feeling of security and trust.
• no copy paste should be allowed for security reasons.• could do with small images/banner.•virtual keyboard
PREPAID CARD FOREX
Login Screen-header
Interface problem: Page has no heading.
User problem: Is this gift card or forex card? Which card application are you using?
Login Screen-header
Recommendation:
• The name of the specific Prepaid card is needed
PREPAID CARD FOREX
Login Screen- form fields
Interface problem: no forgot password link.
User problem: What if I have forgotten password or card number.
Login Screen- form fields
Recommendation:
• A forgot password link should be provided.
• what is ipin,
• card number and pwd.can be shown with tool tip and (?)
•highlight on active field to be filled
Card Number |
IPIN
Card Number is the …………IPIN is the Number provided on the…
?
?Forgot IPIN
Card no is the 16 digit no on your card
Login Screen-Wrong Passwd
Interface problem: WRONG password, why a new page?
User problem: increases clicks and takes time. User has to enter card no again.
Login Screen-Wrong Passwd
Recommendation:
The system should check the password entered and notify the user on the same page.
Doing the validation and presenting error message on the same page save couple of clicks.
Access your Forex Card account
Card No and IPIN entered do not match.
Forgot passwordWhat is IPIN. Click here to get new IPINTrouble logging in ?Recommended settings
Use virtual keyboard to enter your password.
IPIN(Password)
Card Number 123567
XXXXXX
Login >
Verified by <Verisign>
Welcome to Forex Card online
Welcome Screen
Interface problem: Tiling of background at welcome screen
User problem: users cannot understand where they are and what to do next
Welcome Screen
Recommendation:
•The welcome screen can have a summary of what all the prepaid card user can accomplish after logging in.
•It can even have the Balance upfront or as a quick link.
• features such as report fraud, report loss of card can be added
• BREADCRUMBS : to show where you are
Report Fraud
Report loss of card
Statement > monthly statement
GIFT card needs FAQ
FAQ
Interface problem: Gift card FAQs need to carry on even after the login.
User problem: gift card: since someone gifts you the gift card, user is not so familiar with the its concept
GIFT card needs FAQ
FAQ
Recommendation:
• there should be a summary of actions allowed.
Welcome Screen-Home
Interface problem: HOME: take you where? Why is it at the same level with others?
User problem: home link seems like a function similar to others( balance enquiry, change pin etc. )
Welcome Screen-Home
Recommendation:
Home should be a part of a global navigation menu.
The HDFC bank logo can serve as the home( main screen) pressing
Statement Screen-Main
Interface problem: Page has no heading. Where am I ? Need a stronger highlight at to show it is selected.
User problem: user gets lost and waits for system to load…
Statement Screen-Main
Recommendation:
•The last 10 transaction can be given upfront and the other options can be given separately.
• the statement just gives you a brief understanding of the usage of card. On clicking last 10 transactions, A simplified statement showing transactions can be shown and the user can have the choice to view the details.
•Statement Screen main, should provide summary of what all comes within statement and what does it do.
Statement shows you the ………..
View Details
Statement shows you the ………..
View Details
Last 10 transactionsLast 10 transactions
breadcrumbs
Welcome Screen-Logout
Interface problem: logout... weird placement
User problem: As its placed in a bottom right corner and is not prominent, users will tend to miss the button and maybe just close the page by clicking on browser window. Improper closure of application using browser window might lead to security problems.
Welcome Screen-Logout
Recommendation:
• Logout should be placed at a visible place and somewhere close to the global navigation bar.
• Need a functionality where the user is logged out in case of no activity for 3 mins.
Logout
IPIN & ATM main screen
Interface problem: IPIN and ATM page does not tell user what these things are and what would happen if you click on them
User problem: vagueness and unnecessary clicks. No summary.
IPIN & ATM main screen – by evening
Recommendation:
•A clear distinction can be made between IPIN and ATM PIN.
•Since there are only two functions under the category, the functions itself can become separate clicks. Parent click can be easily omitted.
•A small descriptor can be added for each.
Change IPIN
Alerts
Re-Issue ATM PIN
Statement
My profile
Design of main screen
Change IPIN
Alerts
Re-Issue ATM PIN
Welcome VinayCard No: 1234567897
Welcome to FOREX Card Online
Balance Enquiry
Amount : Rs 12345
Statement
View Details >
View Monthly Statement >
Sl No Item Amount
Showing last 10 transactions
My profile
Something summary Something summary Something summary Something summary Something summary
July 10, 2008 Logout
Balance Enquiry- main screen
Interface Problem: Too much extra information like address, mother maiden name.
User Problem: Extra information confuses, Need separation and a profile view. As some of this information is editable by users and some view only.
Interface Problem: Inconsistency : statement main screen, IPIN and ATM main screen have a blank page on click whereas Balance main screen gives the page.
Balance Enquiry- main screen
Recommendation:
Add a separate profile page having>dynamic information: current balance>editable info: mailing address, phone number>static info: passport number, maiden name, etc.
And keep balance enquiry pasted on all pages of the application.
Balance: 43765
My Profile
My Profile
Monthly statement
Interface problem: Don’t call it selection criteria, more direct naming like : Choose the month you want to view statement for
from ____ to ___ . Do not need two dropdowns. As we know current system date, use one dropdown and grey out the other months... show only last 6 months only...
User problem: Two dropdowns will allow selection outside 6 months and will give error message.
Monthly statement
January 2008February 2008March 2008April 2008May 2008June 2008July 2008
January 2008Select monthDate: 10th July 2008
You can only view
statements for the last six months.
For older statements click here
( Do we have a paid older statement facility. Create that feature page ? )
Choose the month, for which you want to view the statementRecommendation:
The heading monthly statement- past statement can be changed
Show only the last six months in the dropdown.
Vadility of card
Monthly Statement
Card No: 1234567897 Welcome SupriyaWelcome to FOREX Card Online
Change IPIN
Alerts
Re-Issue ATM PIN
Statement
View last 10 transactions >
My profile
Monthly Statement
July 10, 2008
Logout
You can only view statements for the last six months.
For older statements click here
( Do we have a paid older statement facility. Create that feature page ? )
Choose the month, for which you want to view the statement
Balance Enquiry
Amount : Rs 12345
View Details >
January 2008Select month
Submit
Monthly Statement
Card No: 1234567897 Welcome SupriyaWelcome to FOREX Card Online
Change IPIN
Alerts
Re-Issue ATM PIN
Statement
View last 10 transactions >
My profile
Monthly Statement
July 10, 2008
Logout
You can only view statements for the last six months.
For older statements click here
( Do we have a paid older statement facility. Create that feature page ? )
Choose the month, for which you want to view the statement
Balance Enquiry
Amount : Rs 12345
View Details >
January 2008Select month
Submit
Nov 2007Dec 2007January 2008February 2008March 2008April 2008May 2008June 2008July 2008
Monthly Statement – Option 2
Card No: 1234567897 Welcome SupriyaWelcome to FOREX Card Online
Change IPIN AlertsRe-Issue ATM PINStatement
View last 10 transactions >
My profile
Monthly Statement
July 10, 2008
Logout
You can only view statements for the last six months.
For older statements click here
( Do we have a paid older statement facility. Create that feature page ? )
Choose the month, for which you want to view the statement
Balance Enquiry
Amount : Rs 12345
View Details >
January 2008Select month
Submit
Nov 2007Dec 2007January 2008February 2008March 2008April 2008May 2008June 2008July 2008
Change IPIN
Interface problem: Page heading different from menu item through which it is accessed.
User problem: Different naming violates consistency and might lead to confusion.
Change IPIN
Recommendation:
Need to call it change IPIN and not change password.
Change IPIN
Reissue ATM PIN
Interface problem: request pin change? For ATM pin change, does not explain how the new pin will be communicated to the user.
Clicking on left navigation pops a question. Need summary and then a Submit which could lead to above screen
User problem: Might confuse user.
Reissue ATM PIN
2
1
Using this feature, you are requesting for an a new ATM PIN. The ATM PIN will be delivered to you by……..
Recommendation:
ATM PIN should not be confused with IPIN by the user. Therefore, both these should be communicated distinctly and not called PIN
And confirmation should come after a user shows interest for changing the PIN
Are you sure you want to change the ATM PIN?
Yes
No
Cancel or Continue
Takes back to home page
Alerts
Interface problem: No interface present, only an error message
User problem: Odd position of error message. Will be missed by the user.
____
Need to design this whole task flow and screen.
Alerts
Recommendation:
If the card is not in the active state then can it be brought upfront…on all pages?
The demo site not working. Could not see alerts page.
AlertsBalance: 64384Status: Inactive
AlertsAlertsYes, I want to receive alerts…
Questions / Clarifications
Welcome Screen-Home
HOME: takes you where? The current home is blank welcome screen. Should take you to a redesigned summary screen.
Where is Help, contact?Should we add these features- FAQ- FIND ATMs
Welcome Screen-Home
scroller on all pages.?
OK button at result pages
What happens when we press OK ?
Does it take us back to welcome screen ?
The Ok button should be called something else.
Next Steps
• Identify problems once site works.
• Do a heuristic evalution based on Neilsen’s 10 rules
• Expert evaluation based on user’s mental model.
• Report of problems and recommendations.
• Design of screens in MS visio.
Report Format
– Executive Summary
– User Profile : what kind of users the site is trying to address
– Extent of evaluation: Describe which parts of the interface were evaluated and the goals of the evaluation.
• End /