11 May Include Preliminary Research/Intuit Confidential – Do not disclose outside of

company.

E2E UX Issues

Investments CE Team

Alex GenovStaff User Experience Researcher

July, 2007

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New MCUI

Has the new MCUI been designed using the iterative approach? Design Test with customers Redesign Retest

During Investments iterative studies, there have been some usability issues

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Consistent Screen Sections

Teams need some standards as to the purpose of the sections of each screen, for example:

TEXT - Screen Title – action oriented + indicating purpose of screen

TEXT - Context – Why is customer on this screen? Some brief education on the topic. Some instructions on what to do.

Customer action section – Add data, make selection, answer question

TEXT – Preview of what’s to come next

Navigation

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Decoupling of Navigation and Decisions

Choice or decision

Navigation

YES

NO

BACK CONTINUE

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Consistent Way to Draw Customers’ Attention

You know what I mean

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Consistent Way to Layer Information on the Screen

Customer action section – Add data, make selection, answer question

TEXT – MINIMUM information to help the target customer complete the correct action below! More Info

More info for those who want it, not for those who need it!

Even More Info

Etc …

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Auto Formatting Entry Fields

In every usability session I have conducted, there are a few customers whose expectations for auto-formatting of data entry fields are NOT met!