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Usability Driven GUI Design Portal as a Gateway to Intranet Resources Matthew Winkel Usability Analyst

Usability Driven GUI Design Portal as a Gateway to Intranet Resources Matthew Winkel Usability Analyst

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Page 1: Usability Driven GUI Design Portal as a Gateway to Intranet Resources Matthew Winkel Usability Analyst

Usability Driven GUI DesignPortal as a Gateway to Intranet Resources

Matthew WinkelUsability Analyst

Page 2: Usability Driven GUI Design Portal as a Gateway to Intranet Resources Matthew Winkel Usability Analyst

About TCNJ

Character– A highly selective public residential college focusing on

the undergraduate experience. Seven schools—Art, Media, and Music; Business; Culture and Society; Education; Engineering; Nursing; and Science—offering more than 50 liberal arts and professional programs

Undergraduate Enrollment– Approximately 5,600 full-time students.

Page 3: Usability Driven GUI Design Portal as a Gateway to Intranet Resources Matthew Winkel Usability Analyst

About Me

– Web Information Architect– Usability Analyst– Web Producer– Project Manager– GUI Designer– Photo Blogger– Certified Webhead– Adjunct Professor in Humanities

Page 4: Usability Driven GUI Design Portal as a Gateway to Intranet Resources Matthew Winkel Usability Analyst

Case Study

TCNJ uses PeopleSoft Portal as a gateway to Intranet resources.

This particular implementation focuses on Human Resources and Payroll Employees: 20 Power Users

Total Time for Usability Strategy/Planning and GUI Design: 4 weeks

Page 5: Usability Driven GUI Design Portal as a Gateway to Intranet Resources Matthew Winkel Usability Analyst

Before

Page 6: Usability Driven GUI Design Portal as a Gateway to Intranet Resources Matthew Winkel Usability Analyst

After

Page 7: Usability Driven GUI Design Portal as a Gateway to Intranet Resources Matthew Winkel Usability Analyst

After2

Page 8: Usability Driven GUI Design Portal as a Gateway to Intranet Resources Matthew Winkel Usability Analyst

Usability Strategy

Get users involved early and often in the design process, to mitigate the risk of re-designing in the development phase.

Page 9: Usability Driven GUI Design Portal as a Gateway to Intranet Resources Matthew Winkel Usability Analyst

Get Smart Early

You have the most design freedom in the beginning when you know the least about your users. Getting smart early lets you incorporate good ideas before the site is frozen.

Page 10: Usability Driven GUI Design Portal as a Gateway to Intranet Resources Matthew Winkel Usability Analyst

Get Feedback Often

You will need the most feedback when you are gathering requirements. However, you will need to test your assumptions throughout the design process.

Page 11: Usability Driven GUI Design Portal as a Gateway to Intranet Resources Matthew Winkel Usability Analyst

Data Collection & Prototyping Techniques

Direct Methods

Personal Interview Screen Captures Contextual Inquiry Focus Group Task Flow Diagrams/Storyboards Card Sort/Reverse Card Sort User Performance Tests User Group Meeting/Usability Roundtable Task Modeling Assessment

Page 12: Usability Driven GUI Design Portal as a Gateway to Intranet Resources Matthew Winkel Usability Analyst

Direct Methods - Evaluation

Personal Interview– S: Users know best about tasks they perform– W: User may provide inaccurate info or leave out

important aspects of their work.

Contextual Inquiry– S: Can watch what user say and do in a real setting.– W: Observer can disrupt the user.

Usability Roundtable– S: Users bring work into a neutral setting for

observation and analysis.– W: Lacks behavioral validation

Page 13: Usability Driven GUI Design Portal as a Gateway to Intranet Resources Matthew Winkel Usability Analyst

Data Collection & Prototyping Techniques

Indirect Methods

Survey Usability Questionnaires Help Desks/Support Lines Bulletin Board/Discussion Forum Web Logs

Page 14: Usability Driven GUI Design Portal as a Gateway to Intranet Resources Matthew Winkel Usability Analyst

Indirect Methods - Evaluation

Survey/Questionnaire– S: Help collects demographic data.– W: May not represent all users.

Support Line– S: Can gather data on common problems with existing

systems. – W: Sampling of calls may not be very systematic.

Bulletin Board– S: Easy for participant to use.– W: Sampling of messages may not be very systematic.

Page 15: Usability Driven GUI Design Portal as a Gateway to Intranet Resources Matthew Winkel Usability Analyst

Complimentary Data Gathering

Combine various data methods to provide the needed information on time and budget.

Page 16: Usability Driven GUI Design Portal as a Gateway to Intranet Resources Matthew Winkel Usability Analyst

Identify Critical Success Factors

Streamline Business Processes to Increase Productivity

Reduce Reliance on Help Desk

Reduce Training Costs

Effectively Manage Implementation Project Resources

Page 17: Usability Driven GUI Design Portal as a Gateway to Intranet Resources Matthew Winkel Usability Analyst

ROI Calculation

Increased ProductivityUsers x #Uses per day x Days per year x Loaded Salary x Increase in Efficiency (time) = Annual ROI

20 users100 page access per day230 days 840,000 salary/1840 (230 days x 8 hours) 20 seconds increase in efficiency (.0005 hours)=$5000

Page 18: Usability Driven GUI Design Portal as a Gateway to Intranet Resources Matthew Winkel Usability Analyst

Personal Interviews

• We began the design process by interviewing HRMS users to gather initial requirements.

• We asked groups of HRMS users to print screen shots of the HRMS application and identify the links they used to navigate to key tasks.

• The interface design team then applied usability best practices to group (or chunk) these tasks together by audience and topic and develop a paper prototype of portal navigation shortcut collections.

Page 19: Usability Driven GUI Design Portal as a Gateway to Intranet Resources Matthew Winkel Usability Analyst

Reverse Card Sort & Surveys

• Armed with doughnuts and coffee, we presented the paper prototype to HRMS user groups and applied a reverse card sorting technique to identify gaps in our information architecture.

• At this meeting, we also performed a survey to determine which intranet resources are used

most often.

Page 20: Usability Driven GUI Design Portal as a Gateway to Intranet Resources Matthew Winkel Usability Analyst

Usability Questionnaire & Brand Design Test

• We used these detailed requirements to build an advanced HTML/CSS prototype which contained all of branding and graphical elements (e.g. use of color and icons) of the portal.

• HRMS users reviewed the advanced prototype on their own computers and were asked to evaluate labeling conventions and comment on branding.

• We used this feedback to write our detailed design documents and develop the Portal GUI.

Page 21: Usability Driven GUI Design Portal as a Gateway to Intranet Resources Matthew Winkel Usability Analyst

Next Steps

Perform usability test with 8-10 users

Write support documentation for customizing portal navigation

Monitor user comments with feedback form and surveys

Page 22: Usability Driven GUI Design Portal as a Gateway to Intranet Resources Matthew Winkel Usability Analyst

If you had 5-6 weeks

Design Phase

Week 1-2: Personal Interview, Surveys, Contextual Inquiry, Focus Groups, Personas

Week 3: Card Sort Tests, Task Flow Diagrams, Usability Questionnaires [Paper Prototype]

Week 4: User Performance Tests, Usability Questionnaires, Task Analysis & Scenarios [Advanced Wireframe Prototype]

Development Phase

Week 5: Usability Test[Functioning Prototype]

Week 6: Usability Roundtable, Feedback Forms

Page 23: Usability Driven GUI Design Portal as a Gateway to Intranet Resources Matthew Winkel Usability Analyst

If you had 2 weeks

Design PhaseWeek 1: Personal Interview, Surveys, Usability

Questionnaires[Wireframe Prototype]

Development PhaseWeek 2: Usability Test, Surveys

[Functional Prototype]

Page 24: Usability Driven GUI Design Portal as a Gateway to Intranet Resources Matthew Winkel Usability Analyst

Contact

Matthew [email protected]: iamwinkel