UX and the Mobile App

Creating compelling mobile apps start with good UX. In this session we'll take

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  1. Dee Sadler
    Creating compelling mobile apps start with good UX. In this session we'll take
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    UX and the Mobile App
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    • 1. UX and the mobile app Dee Sadler ACP, UGM, ACI UX Geek UX Interaction Manager, H&R Block @DeeSadler
    • 2. Agenda 1. 2. 3. 4. 5. UX Process Strategy Research Design The Rest Why, When, How Stakeholders Discovery Interaction, Visuals Testing, QA 2
    • 3. Designer/developer UI QA workflow
    • 4. Strategy Research Design Plan Interaction Development Visuals Test/ Improve Launch QA Agile UX Development more testing
    • 5. UX App Design How is this any different, then the obvious? understanding where your users are actually using the device — car? Walking? ! Studying the behavior of who uses them. the Why, how and when. ! Consider Viewing conditions, distractions, length of use, touch and size.
    • 6. Strategy Strategy is important from the outset because it articulates the brand, guiding principles, and long-term vision of an organization. ! ! The strategy underpinning a UX project will shape the goals of the project—what the organization is hoping to achieve with the project, how its success should be measured, and what priority it should have.! 8
    • 7. Research • Was there an existing app?! • Was Omniture in place?! • Design Plan goes into place! • Stakeholder interviews! • Requirements! • Focus groups! • Personas and behaviors! ! !
    • 8. HOUSEHOLD INCOME: $48,000 TAX FORM: 1040 PRODUCT: Retail/Assist CLIENT STATUS: 2 years AGE: 26 OCCUPATION: Part-time server, part-time receptionist LOCATION: Ft. Worth, TX MARITAL STATUS: Married DEPENDENTS: 1 HOMELIFE: Married, 1 young child, owns modest home. Husband employed full-time. EDUCATION: Some college HOBBIES: Being a mom, likes to visit flea and vintage markets, cooking BEHAVIORS t4BWFTDPJODIBOHF t-FBSOTUISPVHISFQFUJUJPO t-JLFTUPEPUSBEJUJPOBMUIJOHT t#FMJFWFTJOUIFNFSJDBO%SFBN t*TEJTUSVTUGVMPGUIF*34 t*TTFNJDPNGPSUBCMFVTJOHUFDIOPMPHZ (social, email, word processing, searching) t#FMJFWFTUIBUTIFEPFTOUIBWFUIFBCJMJUZ to do her own taxes. GOALS t8BOUTUPLOPXUIBUIFSUBYFTXJMMCFEPOF by a professional t8PVMEMJLFUPLOPXIPXUPIFMQIFSUBY professional prepare her taxes next year. *TJOUFSFTUFEJOMFBSOJOHXBZTUPTBWFNPSF money for next year. Wants to be able to have tax prep fees taken out of her refund “With my life changes, I’m concerned. I don’t know how to do my taxes. HR Block can make it easy for me.” Antonia and Greg have a 16-month-old and recently purchased a modest home. Antonia loves coming to her own home each day. Antonia believes that you must work hard to get by in life. She thinks that a happy family equals a happy life. She has never had much disposable income, and this is IFS öSTU IPNF QVSDIBTF *UT FYDJUJOH GPS IFS UP IBWF B combined income to ease financial strain. She enjoys TQFOEJOH UJNF XJUI IFS IVTCBOE BOE IFS TPO *O IFS TQBSF time, Antonia enjoys going out to the local flea markets looking for toys and fun items for her home. Antonia and her husband agree that all of their life changes make it too stressful to tackle taxes on their PXO 4IFT OFSWPVT BCPVU making mistakes and needs the security a professional can provide when it comes to öMJOH DPSSFDUMZ 4IFT BMTP concerned about getting the best refund possible, as they could use the money. Antonia Married, One Child UX RETAIL PERSONAS HR Block proprietary and confidential. All rights reserved.
    • 9. Requirements High Level Requirements ! Brand App • Reduce steps to complete 4 main task - Appointments - WMR - Estimation - Upload/View Return • Adaptive UI for time of year and need. - Nov – Dec, Tax Estimator, Appointments - Jan – Apr, WMR - APR – NOV, Document upload • Improve UI to match new design elements present in My HR Block and Online tax • Configure UI to tablet phone, keeping in mind OS centric design elements and controls
    • 10. Review Current App
    • 11. User Feedback
    • 12. Mobile Experience Map (Customer Facing Applications) App Legend January February March April May June July August September October November December Time of year Doing In Season Check to Card Check to Card Check to Card Check to Card Look Up ATM Location Pay Bills Pay Bills Pay Bills Pay Bills Pay Bills Pay Bills Pay Bills Pay Bills Pay Bills Pay Bills Pay Bills Pay Bills EC loaded with Refund Where is the closest Block office? Need a car loan, how do I view my return? I have documents/recipts to upload. Where is the closest ATM for me EC? I wonder if I can get direct deposit on my EC? I have my check, I need to load it on my EC. I pretty much know what I make, let me estimate my taxes. Filed an extension, I need to finish State now. I want to save money, can the EC app help me save for my vacation? I want to save money, can the EC app help me save for my vacation? Fasfa view/copy of return Home loan view/copy of return Quarter Tax payment Find office need to see a TP Tax Questions Need to call a TP File taxes I have finished my extension Need to estimate taxes again. Have more docs now. I need to make an appointment. Need to find a new office since I moved. I need to organize what I have. Checklist things. I need to upload documents into My HR Block for Pro. Need to take pics of my receipts. Want to view last years return to see how it might compare. I want to know what is the best way to prepare my taxes. I want to know if my tax pro is still working. i need a copy of my return Where is my refund? How do I see my return? Why doesn’t the app just know I am at the office? I have documents to upload, how can I do I do that? Need to ask my Tax Pro a question / Find a Pro Maybe I’ll check out the mobile app to do taxes this year. I have several chartible contributions, where do I add those receipts? I have an Emerald Card, now what? What is my EC balance How do I pay bills now I have an EC? Anxious -wondering if they have all the documents needed Stressed they are doing their taxes error free. Good I am getting my taxes done. (mobile or office) Great because I am getting a refund. Great because I dislike Banks, and now I have a prepaid card with my refund on it. Good I can finally pay bills with a card. Relieved the app lets me take a picture of my W-2. Frustrated it wasn’t as easy as I thought. Took 3 tries. Great because I dislike Banks, and now I have a prepaid card with my refund on it. Single point of entry - HUB for customer Social Media Tax Help Geofence Tax Chat Virtual Drop-Off/Check-in Check to Card Get TP’s involved to raise awareness EC shows Refund Status Brand shows EC balance EC integrates with My HR Block Brand adds HealthCare enrollment Solid OCR Utilize data from checklist. (Customize Interview) Office Locator turned into Appointment Manager Show EC balance in Brand App. Push advice to app. Change per season Push Notifications Virtual Services Relieved my taxes are done for the year. Disorder so many receipts to keep Nervous major life changed just happened Happy fully banked able to pay bills Do I have all the right documents? Load money on EC Load money on EC Set up Envelopes Set up Direct Deposit Drop off at offfice Mobile App knows I am at office Take pic / Upload receipts Take pic / Upload receipts Find an Office Call TP with question Thinking Feeling Opportunities Post Season Pre-Season Estimate Taxes Does taxes on device Charitable Contributions Charitable Contributions Charitable Contributions EC App Brand App 1040EZ App Visit My HR Block Schedule Appt Load money on EC Create Checklist Check Refund Status EC Balance check View Return Upload Recipts and docs Put out, i have to do taxes Lost, not sure how to do my taxes Nervous, how much do i owe Curious, who is the best to do my taxes Poor need my refund faster Get clients into the right product based on their needs, known or unknown Show expertise to show clients why HRB is the best. Push knowledge of last years Tax prep method and see if anything has changed. Get clients started and knowledgeable of HRB Experience Maps
    • 13. IA and Task flows Customization (first time entry only) Skip Auth Would you like to sign up for an account? Default Screen Account Created Are you new to HR Block? Yes no Default Screen Sign In Questionnaire = Best Match questions We noticed you have an Emerald Card, would you like to see the Balance on the home screen? Home Entry
    • 14. Interaction Where too many think UX begins Where the developer gets involved 17
    • 15. Sketching
    • 16. 01 User is not enrolled in Bill Payment MY CARDS LOGOUT Enrollment Enrollment Please provide and/or verify e-mail address and phone number to complete your enrollment in Online Bill Pay Email Verify Email $426.58 Card ending in 5333 Location Finder Check to Card Direct Deposit Emerald Cash Rewards Bill Payment Emerald Advance Savings More HR Block Forgot Username or Password Log In BANK APP UX Uses FLows BACK LOGOUT BACK Phone Please provide and/or verify e-mail address and phone number to complete your enrollment in Online Bill Pay Email Verify Email ENROLL ENROLL LOGOUT Phone BACK Bill Payment Date MM/DD/YYYY CANCEL CANCEL Make a Payment SUBMIT HISTORY LOGOUT Success! You are now enrolled and can Use bill pay. OK Select a Payee Amount $ Manage Payees BANNER SPACE SWIPE FOR BALANCE ‹‹ ‹‹ Earliest Delivery date MM/DD/YYYY Username Password Remember Me Create an Account Locator Get Help Legal Member FDIC Wireframes
    • 17. Flows Cancel W-2 - Taxpayer EMPLOYER INFO Employer Fed ID #: Employer Name: Employer Address: EMPLOYEE INFO First Name: Mid Initial: Suffix: Last Name: W-2 FEDERAL DATA (BY BOX NUMBER) Box 1) Wages and Tips: Box 2) Federal Income Tax Withheld: Box 3) Social Security Wages: Box 4) Social Security Tax Withheld: Box 5) Medicare Wages: Box 6) Medicare Tax Withheld: Box 18) Local Wages and Tips: Box 19) Local Income Tax: Box 20) Locality Name: Done Employee Address: Box 7) Social: Box 8) Allocated Tips: Box 9) Not in use: Box 10) Dependent Care Benefits: Box 11) Non-qualified Plans: Box 12) Box 13) Box 14) Other STATE DATA State: Box 15) Employer’s State ID #: Box 16) Local Wages, Tips, etc: Box 17) State Income Tax: Federal Income -Has 1 W-2 Federal Income -Has 1 W-2 and 1099 Federal Income - MFJ If you continue without creating an account, your return – and the work you’ve already done – will not be saved. OK Create an Account ATT 11:56 AM State Questions [TPName] Did you make money in any other State then [StateName]? I did make money in a different state I didn’tmake money in a different state [TPName] Did you live in another State than [StateName] in 2014? I did make money in a different state I didn’tmake money in a different state [SpouseName] Did you make money in any other State then [StateName]? I did make live in a different State I didn’t make live in a different State [SpouseName] Did you live in another State than [StateName] in 2014? I did make live in a different State I did not make live in a different State ATT 11:56 AM State Questions Did you make money in any other State then [StateName]? I did make money in a different state I didn’tmake money in a different state Did you live in another State than [StateName] in 2014? I did make live in a different State I did not make live in a different State Done App open Animation 2-Btn Home Sign In Get Started Take a Photo Personal Welcome Screen Sign In Screen Security Terms Conditions Can select either Income or Personal from Dashboard Personal Info Left Nav Right Nav Take a Photo Question Take a Photo Question Take Photo Screen 1 Federal Income - All Dashboard - Done Fed Dashboard - Done personal, Fed Take a photo turns to Federal Info File Return is not active Take a photo turns to Federal Info File Return is now active State Interview Create Account After Security Question Take Photo - Review Info After Sign In, Log Out Show MFJ question and Account Info which takes the user to MyHRB. $0 $0 Federal W-2: WAGES, SALARIES, TIPS W-2 Hallmark Taxpayer’s Spouse Name Add a new W-2 1099-INT: INTEREST INCOME Bank of America Add a new 1099-INT 1099-G: GOVERNMENT PAYMENTS Add a new 1099-G 1098-E: STUDENT LOAN INTEREST Add a new 1098-E 1098-T: TUITION Add a new 1098-T OTHER FORMS Additional Forms Done W-2 1099-INT Steele Manufacturing Taxpayer’s Name Taxpayer’s Name When Sections are Complete Personal Status: If They haven’t signed In Then Show prompt to sign in or create account Sign In Next MY INFO Federal Personal Information State Return Summary File Return OTHER Feedback Contact Us Legal Privacy Policy Help Center [Current Year] PDF [Current -1 Year] PDF [Current -2 Year] PDF [Current -3 Year] PDF [Current -4 Year] PDF Rate This App Prior Year PDF FEDERAL INFORMATION FILE RETURN FEDERAL INFORMATION If Something is selected like Special Situations, personal status, transfer to online If User is disqualified Take to not qualified Screen If MFJ when clicked Done Starts Personal Flow for Spouse ATT 11:56 AM Transfer to Online Transfer Your Info Transfer Transfer to Online We’re sorry our app can’t finish your return because this app doesn’t support your tax situation. You can still file, we’ll help you transfer your account so you can finish online. ATT 11:56 AM Transfer Your Info Animation Transition Screen Done Sign Out ATT 11:56 AM FILING STATUS: Marital Status: First Name: Mid Initial: Suffix: Last Name: Address: SSN: ADDITIONAL INFO: Date of Birth: Occupation: Phone: Healthcare: Mid Initial: Suffix: Last Name: Personal Info REVIEW PERSONAL INFO: SPOUSE PERSONAL INFO: SPOUSE ADDITIONAL INFO: Done Special Situations: Personal Status: First Name: SSN: Date of Birth: Occupation: Special Situations: Personal Status: If MFJ ADD ADD If user comes through OCR, then display the screen If any other path, do not show screen Appears only once ATT 11:56 AM Congrats! Next Next goes directly to personal info Just shows on failure of Take a Photo I’ll fill out the form on my own
    • 18. Annotated Wires
    • 19. AI wires HRB Brand App - Top Level Screens Home Dashboard - Not Authenticated Not signed in Signed in My Checklist My Status ATT 11:56 AM MY TOOLS Estimate My Taxes My Status RESOURCES Products Services ATT 11:56 AM ATT 11:56 AM ATT 11:56 AM My Status Estimate My Taxes Home Dashboard My Status My e-file Status Back My Status Action Back My E-File Status Action Signed In OTHER My Refund Status Product Services Checklist Tax Help Estimate My Taxes Filing Status Federal Missouri ATT 11:56 AM Estimate My Taxes My Status Products Services My Status Home Dashboard My Status - About You My Status - Income My Status - Expenses My Status - Results Product Services Tax Help My Documents Estimated Refund $0 About You Income Expenses Birthdate Number of dependents in school full-time age 17-24 0 Home Dashboard My Documents Product Services My Checklist Estimated Refund $2100 About You Income Expenses Federal witholding Unemployment Self-Employment Income Estimated Refund $1200 About You Income Expenses Student Loan Interest Undergraduate Degree Expenses: First Student Other post-secondary tuition Bob Flapjack has an opening at: 2 ATT 11:56 AM FILL IN THE FIELDS BELOW Email Address ATT 11:56 AM Malcolm Reynolds Your next appointment: Date: Monday, Feb 16, 2015 Time: 7:00PM - 8:00PM Questionaire My Tax Pro My Status Estimate My Taxes ATT 11:56 AM FILL IN THE FIELDS BELOW Email Address ATT 11:56 AM ࠮࠮࠮࠮࠮࠮࠮࠮ ATT 11:56 AM Back My Documents Back My Documents Back My Documents Back My Documents 2014 2014 2014 2014 2014 Federal Tax Return Hallmark (W-2) 11/23/13 11/23/13 Hallmark (W-2) Desctiption they have added to the image and... Sprint (W-2) Desctiption they have added to the image and... Day Care Receipt Desctiption they have added to the image and... (W-2) 11/23/13 Delete My Tax Returns Federal Tax Return PDF My Documents + Tips for a good image Add Documents Make sure it is in focus and well lit Center and 11/make 23/13 sure all 4 corners (W-2) added to the image and... are visible and in focus ADD IMAGE Day Care Receipt Edit Delete 11/23/13 11/23/13 Hallmark (W-2) 11/23/13 Edit Hallmark (W-2) 11/23/13 Federal Tax Return Hallmark (W-2) 11/23/13 Have a new W-2? Receipt? Add a document or image Home Dashboard Checklist Checklist Checklist Signed In, known client Signed In, known client Product Services Tax Help Produ cts and Services Home Dashboard Product Services Tax Help To use this feature you will have to sign in or create an account If your Tax Return was Prepared in a Tax Office Verify to see it. My Documents Estimate My Taxes My Office By Location Make an Appointment My Emerald Card Learn Check Emerald Card balance and more. My Refund Status Estimate My Taxes My Documents My Checklist My Tax Pro Reminders ON Next Appointment Feb 16, 2015 7:00 PM My Emerald Card Go $3500.00 My Status Estimate My Taxes My Documents My Checklist My Tax Pro Reminders ON Next Appointment Feb 16, 2015 7:00 PM My Emerald Card Go $3500.00 My Status Estimate My Taxes My Documents My Checklist My Tax Pro Reminders ON Next Appointment Feb 16, 2015 7:00 PM My Emerald Card Balance $3500.00 Tax Help My Status Estimate My Taxes My Documents My Checklist My Tax Pro Reminders ON Next Appointment Feb 16, 2015 7:00 PM My Emerald Card Go $3500.00 My Status Estimate My Taxes My Documents My Checklist My Tax Pro Reminders ON Next Appointment Feb 16, 2015 7:00 PM My Emerald Card Balance $3500.00 Tax Help The IRS requires the following information to determine your status. Single Head of Household Married filing jointly Married filing separately Qualified Window(er) Single Single Social Security Number Exact Refund amount in dollars Check Refund Status Check Status on IRS website Next Marital Status Looks like you are head of household Privacy Notice Number of dependents under 17 0 Single Your Estimated Refund is: $700 Single Next Salary Wages Interest Income Earned Other income or loss not listed above Social Security Benefits Nontaxable Combat Pay Captial Gain or Loss Held one year or less Captial Gain or Loss Held more then one year Single Results Second Student Other adjustments Energy efficient home Improvements Charitable contributions Other itimized deductions Annual child dependent care costs Federal Quarterly Estimated Taxes Paid Details Based on the information you provided, we recommend: DIY 1040EZ Lets get started! Schedule Sent Accepted Sent Accepted Did you file with HR Block last year? If so, sign in to see your personalized checklist. Cancel Sign in Sign in Create a personalized tax checklist to help you prepare for this year's return. ATT 11:56 AM ATT 11:56 AM Save ATT 11:56 AM Cancel Edit Back My Checklist Edit Based on last year's return, we've created a personalized tax checklist to help you prepare for this year's return. Personal Information Your Social Security # or ITIN Spouse full name and SSN Other people on your return Dates of birth and SSNs Childcare records (including the provider’s ID number of applicable Approximate income of other adults in your home not including a spouse Income IBS - Interest Income (Form 1099-INT) Create a personalized tax checklist to help you prepare for this year's return. Personal Information Personal Information Your Social Security # or ITIN Spouse full name and SSN Other people on your return Spouse full name and SSN Dates of birth and SSNs Childcare records (including the provider’s ID number of applicable Approximate income of other adults in your home not including a spouse Income IBS - Interest Income (Form 1099-INT) Create a personalized tax checklist to help you prepare for this year's return. Personal Information Your Social Security # or ITIN Spouse full name and SSN Other people on your return birth and SSNs Childcare records (including the provider’s ID number of applicable Approximate income of other adults in your home not including a spouse Income IBS - Interest Income (Form 1099-INT) Income Create a personalized tax checklist to help you prepare for this year's return. Personal Information Your Social Security # or ITIN Spouse full name and SSN Other people on your return Choose a Category: Income Dates of birth and SSNs IBS - Interest Income (Form 1099-INT) W-2 - Sprint 1099 - Box of Pixels Childcare records (including the provider’s ID number of applicable Approximate income of other adults in your home not including a spouse Income + Add a new checklist item It has been sent, completed on this date and accepted on this date. Bank Status. when do you receive the money in your bank account? From the IRS where the refund stands. --possibility Item Description Based on last year's return, we've created a personalized tax checklist to help you prepare for this year's return. Income W-2 - Sprint 1099 - Box of Pixels March 02, 2015 7:00 PM Mar 1905 Main, Kansas City, MO CALL MAP Your federal tax return has been accepted by the IRS on 2014-04-16. You should receive your Federal check by mail within 2 to 3 weeks from date of acceptance Back Estimate My Taxes Back Estimate My Taxes Back Estimate My Taxes Back Estimate My Taxes Back My Documents Action Back My Documents Back My Documents Back My Documents Menu Back My Documents Back My Documents Back My Documents Back My Checklist Action Back My Checklist Edit Back My Checklist Edit Back My Checklist Edit Back My Checklist Edit Save Cancel Retake Use Photo Title Choose a Category Notes File name and path Title Choose a Category Notes Cancel Take a photo Documents Back My Checklist My Checklist Back My Checklist Go Go Products and Services (Digital) ATT 11:56 AM Back Products Services Do your own taxes Online (Free to Premium) iPad App 1040EZ App Software Tax Pro Assisted Block LiveTM Best of Both 2nd Look Tax Pro Assisted Audit Support Emerald Card Healthcare Products and Services (Retail) ATT 11:56 AM Back Products Services Tax Pro Assisted Block LiveTM Best of Both 2nd Look Do Your On Taxes Online (Free to Premium) iPad App 1040EZ App Software Tax Pro Assisted Audit Support Emerald Card Healthcare Product Detail ATT 11:56 AM Back Best of Both Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Show Me Your MO return has been accepted by your state Department of Revenue Save Cancel ATT 11:56 AM ATT 11:56 AM ATT 11:56 AM ATT 11:56 AM ATT 11:56 AM ATT 11:56 AM ATT 11:56 AM ATT 11:56 AM ATT 11:56 AM ATT 11:56 AM ATT 11:56 AM ATT 11:56 AM ATT 11:56 AM ATT 11:56 AM ATT 11:56 AM ATT 11:56 AM ATT 11:56 AM ATT 11:56 AM ATT 11:56 AM ATT 11:56 AM 11/23/13 11/23/13 PDF ATT 11:56 AM PDF Federal Tax Return Sprint (W-2) Day Care Receipt 11/23/13 11/23/13 Delete ATT 11:56 AM My Tax Documents Tax Year 2014 Sprint (W-2) Desctiption they have added to the image and... Desctiption they have added to the image and... Choose from library Choose document Take Photo Mark All Move Delete Cancel Add ATT 11:56 AM Share Add Share Add Share Add Rename Move Delete ATT 11:56 AM Add Add Add Flow ATT 11:56 AM PDF Federal Tax Return Sprint (W-2) Day Care Receipt 11/23/13 11/23/13 ATT 11:56 AM Tax Year Tax Year Tax Year Tax Year Sprint (W-2) Day Care Receipt 11/23/13 11/23/13 Add Create an Account Cancel ATT 11:56 AM Tax Year Sprint (W-2) Day Care Receipt 11/23/13 11/23/13 PDF Add Sprint (W-2) 11/23/13 Home Screen Navigation Home - Not Authenticated Profile Setup - Not Authenticated Home - Authenticated w/ Appt Home - Authenicated Search My Checklist My Documents Find a Tax Pro Find an Office Tax Help Center Contact Us Legal Privacy Policy ATT 11:56 AM My Office My Products Services Account Settings Sign Out ATT 11:56 AM Sign In Create an Account MY TOOLS RESOURCES OTHER Search My Checklist My Documents Find a Tax Pro Find an Office Tax Help Center Contact Us Legal Privacy Policy Welcome to HR Block Message about the benefits of signing in or creating an account. ࠮ILULMP[ ࠮ILULMP[ ࠮ILULMP[ ࠮ILULMP[ Personalize your experience with an HRB account... My Documents Estimate My Taxes My Checklist My Emerald Card Go $3500.00 My Documents My Checklist My Tax Pro Reminders ON Next Appointment Feb 16, 2015 7:00 PM My Emerald Card Go $3500.00 My Office By Location Make Appointment My Documents My Checklist My Office By Location Make Appointment Username Password SECURITY QUESTIONS In what city were you born? In what city was your first job? What is the middle name of your youngest child? What was the make and model of your first car? What was your high school mascot? What is your oldest sibling’s birth-day month and year? What was the last name of your 3rd grade teacher? In what city does your nearest sibling live? Choose a Security Question Username Password SECURITY QUESTIONS In what city were you born? Enter your security answer FILL IN THE FIELDS BELOW SECURITY QUESTIONS In what city were you born? CHOOSE A SECURITY QUESTION m.reynolds@fakemail.com m.reynolds@fakemail.com Kansas City ATT 11:56 AM Back Create Account Back Create Account Back Create Account Back Security Question Create PRODUCT BOX SHOT OR LOGO If there is a page on dot com, then we bring that into the app. Share Share Username Password Sign In My Documents My Documents Edit My Documents Edit My Documents Edit My Documents Edit 2014 ATT 11:56 AM Tax Office client? To see this years Tax Return, verify the last 4 digits of your SSN Cancel Verify Tax Year Tax Year 2014 Back My Documents Tax Year 2014 PDF Federal Tax Return Add Delete single doc Delete multiples Return, no documents
    • 20. Axure 24
    • 21. Low Fidelity to High Fidelity To use this feature you must log in or create an account Sign In Create an Account Cancel About You Results ATT 11:56 AM ATT 11:56 AM ATT 11:56 AM ATT 11:56 AM Back About You Next Back Income Next Back Expenses Next Back Estimate My Taxes Done Estimated Refund $2100 Self-Employment Income ATT 11:56 AM Estimated Refund $1200 First Student Second Student Back My Documents Menu Receipt Federal witholding My Tax Documents Tax Year 2014 My Tax Returns Total Federal Tax Return PDF My Documents + Tips to take a good image Add Documents Make sure it is in focus The area is well lit Center the document All 4 corners are visible Edit Delete 11/23/13 11/23/13 (W-2) added to the image and... Sprint (W-2) Desctiption they have added to the image and... Day Care Receipt 11/23/13 Add Image Desctiption they have added to the image and... ATT 11:56 AM Document Details Continue Replace When bring in image/document Options are back to cancel and Continue to keep document. Aready added, click on in app. Edit, to edit the details Replace to do just that and trash to delete. Title is inline Tax year is a new page, select and come back Same with Choose a Category Notes is inline Bob Jones has an opening at: 2 March 02, 2015 7:00 PM Mar 1905 Main, Kansas City, MO CALL MAP Add Document Add Document Add Document Edit Document How you guys have it now is fine. Sign In takes them to the Sign in screen, and Create an Account opens the Create an Account screen. OK has them fill out the info needed. Estimated Refund $0 Number of dependents in school full-time age 17-24 0 Number of dependents under 17 0 Unemployment Choose from library opens library Choose from Document opens GDrive or Drop-box or Box, any document selection app Still a wireframe -- This is only shown once, and just the first time they Choose a Photo Take photo screen Cancel or use Photo Next ATT 11:56 AM Sign In Username: Password: Forgot? Create ATT 11:56 AM Create an Account Account Details Email: Username: Password: Security Security Question Security Answer: Documents dashboard showing a Fed return current tax year and documents uploaded. Create an Account Create 2008 xx/xx/xxxx - xx/xx/xxxx 2009 xx/xx/xxxx - xx/xx/xxxx 2010 xx/xx/xxxx - xx/xx/xxxx 2011 xx/xx/xxxx - xx/xx/xxxx 2012 xx/xx/xxxx - xx/xx/xxxx 2013 xx/xx/xxxx - xx/xx/xxxx 2014 xx/xx/xxxx - xx/xx/xxxx Create Categories an Account DCroenaete ATT 11:56 AM Tax Year Choose a tax year Choose a Category Uncatagorized Income Unemployment W-2 1099 Interest State Refund Student Loans Dividends Student Expenses Tax year chosen, then goes back Category chosen, then goes back Customized Share screen If There are no images then Add pop up to show them what they can add If User swipes then delete appears then user can delete 1 item at a time If User chooses Edit then user can Mark all for deletion,and delete Results Same as current app’s details without the dollar amount Income Expenses Tax Estimator Single Marital Status Single Birthdate: Looks like you are head of household Single Your Estimated Refund is: $700 Single Salary Wages Interest Income Earned Other income or loss not listed above Social Security Benefits Nontaxable Combat Pay Captial Gain or Loss Held one year or less Captial Gain or Loss Held more then one year Single Student Loan Interest Other post-secondary tuition Other adjustments Energy efficient home Improvements Charitable contributions Other itimized deductions Annual child dependent care costs Federal Quarterly Estimated Taxes Paid Details Based on the information you provided, we recommend: DIY 1040EZ Lets get started! Schedule Undergraduate Degree Expenses:
    • 22. Agile workflows with the developers
    • 23. Before/After
    • 24. Standards created
    • 25. Style Guides
    • 26. Specs and Assets
    • 27. WHITESPACE COLOR ACCORDANCE VARIETY GRID GOLDEN RATIO BALANCE MAGIC USABILITY HIERACHY RAINBOWS VARIETY SYMMETRY TYPOGRAPHY
    • 28. Testing
    • 29. Sounds great, is there a breakdown anywhere?
    • 30. Oh yeah #1 reason Getting UX buy in, to begin with Communicating within the team, UX agile Designing for all the different devices
    • 31. How to make mobile UX Easy • Identify your users • Remember the 80/20 rule when looking through data and catering to the user • Use task-based design - every function should be geared to helping them complete a task. Sense their intent when completing the task. • Keep it simple
    • 32. How to make mobile UX Easy • Don't ignore platform UX • Large calls to action and easily clickable links are easy for mobile users to navigate • Get feedback early • Ensure your buttons and fields are size-appropriate. Platforms and fingers vary in size.
    • 33. How to make mobile UX Easy • Standards - user interaction of interfaces, buttons swipes etc., and not reinventing the wheel. When OS standards are a part of the requirements. • Mobile specific touch - location, camera, social networks, other environmental factors • Designing for interruption • Design isn’t perfect - throw away wires and do more user testing!
    • 34. Thanks
    • 35. Contact LinkedIn www.linkedin.com/in/deesadler/ Twitter twitter.com/deesadler.com Get in touch Contact dee@d2wc.com! dee@aboxofpixels.com! macwebdiva.wordpress.com Skype Macwebdiva
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