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Amir Dotan World Usability Day 2012 presentation's slides
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A Glimpse into the World of User Experience in London's Financial District Amir Dotan / LAB49
UX and the City
World Usability Day 2012 Usability of Financial Systems
About me User Experience architect at LAB49; a technology consulJng firm that builds advanced soluJons for the financial services industry
BA (Hons.) Mul.media Arts (Middlesex University)
User Experience Architect -‐ LAB49
User Experience Researcher – Centre for HCI Design, City University
Degree Lecturer – HCI and Web Development -‐ SAE InsJtute
Flash Developer -‐ SHAPE InteracJve Digital Agency
2010
2007
2003
2000
MSc Human-‐Centred Systems (City University London)
3. Considera.ons and UI design guidelines
1. Working as a UX professional in the financial services industry
2. The trading floor work environment
I’m going to talk about
Typical UX projects – Investment Banking Working in the financial services industry
Trading systems (Single and MulJ Dealer Pla\orms)
Research, news, economic events, market senJments etc.
Dashboards – AnalyJcs, monitoring and reporJng tools
Por\olio and Risk management
Data-‐rich, mission criJcal systems
http://www.flickr.com/photos/jovriens/4592933854/
Working in the financial services industry
(e.g. investment decisions)
There is a need to display and organise large data sets and support criJcal workflows
Diverse user groups
hap://www.flickr.com/photos/d-‐kav/4629934426/
External users -‐ Small-‐medium businesses, mulJnaJonal companies,
Working in the financial services industry
Internal users -‐ Sales teams, traders, management, back-‐office
central banks, governments etc.)
Diverse needs, workflows, level of experience
professional investors (Insurance companies, pension funds,
Investment banks are relaJvely new to UX Working in the financial services industry
Scope for innovaJon
“Fat Finger” syndrome Working in the financial services industry
Poor usability can be very costly
Working in front of 3-‐6 monitors
hap://www.flickr.com/photos/27244534@N08/2539318470/
The trading floor work environment
Very limited screen real-‐estate, the user has to pay aaenJon to many things at once
and mulJple data entry devices
Rear-‐view mirrors aaached to monitors The trading floor work environment
Users are olen distracted
Heightened state of alert
Busy and olen unavailable users
http://www.flickr.com/photos/artemuestra/2941677924/
The trading floor work environment
Lab-‐based usability tesJng and other structured evaluaJon methods are difficult to implement
Use of colour Considera.ons and UI design guidelines
Colour blindness consideraJons – Not relying on colour alone to convey informaJon
Standard components: Considera.ons and UI design guidelines
Established mental models and industry convenJons we need to consider
Trade bloaer, dealing panels, charts, tables
Maximising screen real-‐estate Considera.ons and UI design guidelines
Empty spaces are rarely welcomed
Not always possible to use real data in
hap://www.flickr.com/photos/fredjk/276849773/
Considera.ons and UI design guidelines
prototypes and mockups
Difficult to simulate condiJons and test concepts unJl the system is built
Keyboard-‐friendly interfaces
hSp://www.flickr.com/photos/paul_garland/2268928575/
Considera.ons and UI design guidelines
Keying data can be a considerable part of a workflow
Avoid interacJons that require changing from keyboard to mouse Consider tabbing order in forms
Consider keyboard shortcuts
Typography and numbers
hap://www.flickr.com/photos/zoezolka/313115700/
Considera.ons and UI design guidelines
Numbers are very important but in many cases have to be displayed in small font
CustomisaJon is key
hap://www.flickr.com/photos/seven13avenue/2080281038/
Considera.ons and UI design guidelines
Make interface elements detachable and collapsible
Enable users to customise the UI
Considera.ons and UI design guidelines
Tabular representaJon has its strengths
Don’t visualise data just because you can
Consider offering mulJple view modes
Is the user looking for insight or single data element?
[email protected] @UX_links @UX_for_Finance
Thank You