UX-Process

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Transcript of UX-Process

Dee Sadler | ACP, UGM, ACI, UX Geek Design Director | UX @ Highway 22

deesadler@highway22.com @DeeSadler

What gets built by who?

ASSEMBLE

ANALYZE

ADOPT

How much should we (relatively) invest in each part?

ADAPT

Additional Authors Design Technologist(s) Interaction Designer(s) Visual Designer(s) Site Engineer(s)

Who leads the effort?

A dedicated librarian serves as a leader, coordinator, evangelist, and teacher of the library’s activities during the build process as well as when the library is adapted over time.

How does it get built?What is the library?

In this case, a design library refers to a collection made up of a combination of patterns, components, page types, grids, typography, editorial guidelines, color, and code. However, a library may reach more broadly to include rules, guidelines, and toolkits to improve how teams build experiences.

What Teams Instinctually Think

Required

What We Usually Recommend

Recommended Optional

Creating a UX Design LibraryVersion 1 prepared in August 2010 by Nathan Curtis (nathan@eightshapes.com) Chapter Reference

Small markers refer to chapter numbers in Modular Web Design

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Plan

Discover

Organize

Coordinate

Launch

Communicate

Teach

Guidelines WireframesCode Comps Docs Site

Consult

Version

Create the library, integrate it into your culture and process(es), and participate in projects to evolve it.

Identify, distinguish, prioritize, and obtain existing documentation and design assets for each item included.

Collect items into meaningful groups, variations, and examples, like a “card catalog” of your collection.

Identify, delegate, facilitate, and review how people write and build parts of the library.

Whether simple (send out a ZIP file) or complex (launch a wiki, CMS, or other site for the library).

Get the word out through twitter, emails, periodic demonstrations, training sessions, and brown bags.

Conduct face-to-face & virtual learning experiences to teach interested participants how things work.

Evaluate emerging designs with design teams, identify updates, and answer questions about how things work.

Release updated versions as new items are discovered, organized, documented, and built.

The creation of pixel-perfect page templates and asset libraries (likely, in separate files) used for the faster production of comps.

The creation of page template and libraries (such as stencils) used for the rapid production of design schematics.

Implement a web platform for assets, guidelines, process, & collaboration.

Standardizing, modularizing, and packaging of HTML, CSS, & JavaScript components and page type samples supported by stable styles & namespace.

The composition, review, & publishing of documentation that describes the system, how and when to use each part, and contains many real examples.

Why Invest More? Design assets, templates, & tools cannot be successfully and appropriately used without good instruction on how to apply each piece. Prioritizing the most important docs is key.

Why Invest So Much? Code rules. Everything. If you have a solid foundation of markup that you can expect everyone to use and you can distribute and version over time in a predictable way, you win.

Why Invest More? With a stable, standardized system, “designers” (including non-designers doing design) should be able to use tools to rapidly visualize pages & gain consensus faster with ideas aligned with the library.

Why Invest Far Less? Sourcing the art - and then making files organized and usable - is a total pain.Instead, a few pixel-perfect, full-page templates and grids, a good color palette, and access to copy the most common shapes and styles should do it.

Why Invest More? Some teams don’t have the environment, skill, or approval to build one. It’s unfortunate, but distributing communications via PDFs and ZIP files is better than nothing at all.

Photos

[Source] [Source] [Source]

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Product, team and project nameScope of work (brief summary of objective) Expectation of UX involvement (interaction design, visual design, front end strategy) Will it neeed Research?Timeline

Is this project approved? Who are the key stakeholders?Is this a new or existing project? Is this already in agile?Closest competitive product

UX Checklist and processesWork Request Checklist

UI QA

Designer/developer workflow

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.

5

Research

• Was there an existing app?• Was Omniture in place?• Design Plan goes into place• Stakeholder interviews• Requirements• Focus groups• Personas and behaviors

RequirementsHigh 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 H&R Block and Online tax

•  Configure UI to tablet phone, keeping in mind OS centric design elements and controls

Review Current App

HOUSEHOLD INCOME: $48,000TAX FORM: 1040PRODUCT: Retail/AssistCLIENT STATUS: 2 years

AGE: 26OCCUPATION: Part-time server, part-time receptionistLOCATION: Ft. Worth, TXMARITAL STATUS: MarriedDEPENDENTS: 1HOMELIFE: Married, 1 young child, owns modest home. Husband employed full-time.EDUCATION: Some collegeHOBBIES: Being a mom, likes to visit flea and vintage markets, cooking

BEHAVIORS

(social, email, word processing, searching)

to do her own taxes.

GOALS

by a professional

professional prepare her taxes next year.

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. H&R 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

combined income to ease financial strain. She enjoys

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

making mistakes and needs

the security a professional

can provide when it comes to

concerned about getting the

best refund possible, as they

could use the money.

AntoniaMarried, One Child

UX RETAIL PERSONAS

H&R Block proprietary and confidential. All rights reserved.

Review Current StateDashboard concentrates on Primary number and usage. If more numbers are available, there should also be a way to access or change number from Dashboard.

Total Due, and Pay Bill are #1 for calls to care, and complaints in the App store. Bring it front and center. First thing they see.

Inconsistent bolding, and colors compared to other pages.

Accordian is dated and how the inside functions is too similar to website, which doesn’t function as responsive, and app, if an app, should have a better look and feel for viewing.

Fonts are not the same throughout the app. Bold, font family, sizing, colors are all different.

Looks nothing like the rest of the app. Doesn’t feel a part of the same app.

Double menus, which are also inconsistent.

Again, the 2nd menu looks nothing like the other page.

Coverage page has inconsistent spacing, font sizing and colors.

Select a store: The use of “Sprint Store” means nothing to the user. Icon usage and coloring is inconsistent.

Icons are color, while other pages are grey. Size is also different.

Inconsistent icon usage.

Not sure the correct design pattern of a toggle is right here. For the iPhone, perhaps a check is better.

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76

Sprint 12:45 PM 100%

Total Due10/21/15

Manage Devices

Pay Bill$152.96

816-289-3419

Usage Summary Details +

Support

Store Shop Locator

News Manage Network

User Feedback

Interaction

Where the developer gets involved

13

Sketching

LOGOUTMY CARDS Enrollment Enrollment

Email

Verify Email

Please provide and/or verify e-mail address and phone number to complete your enrollment in Online Bill Pay

01 User is not enrolled in Bill Payment

BANK APP UX Uses FLows

Check to Card

Location Finder

Direct Deposit

Emerald Cash Rewards

Bill Payment

Emerald Advance

Savings

More

LOGOUTBACK BACK

Phone

ENROLL ENROLL

Email

Verify Email

Please provide and/or verify e-mail address and phone number to complete your enrollment in Online Bill Pay

LOGOUT

Phone

Bill PaymentBACK

CANCEL

CANCEL

SUBMIT

HISTORY

Make a Payment

LOGOUT

Success!You are now enrolled and can

Use bill pay.

OK

Select a Payee

Amount $

Manage Payees

Date MM/DD/YYYY

BANNER SPACE

$426.58

SWIPEFOR BALANCE ‹‹‹‹

H&R Block

Earliest Delivery dateMM/DD/YYYY

Username

Password

Remember Me

Create an Account

Forgot Usernameor Password

Log In

Locator Get Help Legal

Member FDIC

Card ending in 5333

Wireframes

IAHOME

PATTERNSPRINCIPLES STYLESSEARCH

SEARCH RESULTS CONTROLS

WINDOWS

COMMANDS

INTERACTIONS

TEXT

MESSAGES

LOGOS

TYPOGRAPHY

COLOR

GLOSSARY

INFORMATION ARCHITECTURE

FLOWS

WIREFRAMES

SPEC DOCUMENT

STYLE GUIDES

PROBLEM

APPLIED EXAMPLES

CMS ADMIN

PATTERN

RESOLUTION

DESIGN PRINCIPLES

HEURISTIC PRINCIPLES

USABILITY PRINCIPLES

NAVIGATION

CONTENT(LEARN)

DOWNLOADS(APPLIED)

RoadmapsINTERATION 1

STAKE HOLDER INTERVIEWS

ADMIN

DESIGN

COMPARITIVE ANALYIS

TASK ORGANIZATION

DESIGN PLAN

DESIGN REVIEWS / DEMOS

START OF ACTIVITY

DURATION

END OF TASK (NO DELIVERABLE)

END OF TASK (DELIVERABLE)

INFORMATION ARCHITECTURE

WIREFRAMES

SPEC DOCUMENT

VISUAL STYLE GUIDE

INTERATION 2 INTERATION 3 INTERATION 4 INTERATION 5 INTERATION 6 INTERATION 7 INTERATION 8 INTERATION 9INTERATION 0

12/11 - 12/24 12/25 - 1/07 1/08 - 1/21 1/22 - 2/04 2/05 - 2/18 2/19 - 3/04 3/05 - 3/18 3/19 - 4/01 4/02 - 4/1511/27 - 12/10

SECURE DEVELOPMENT SERVER / DB

DEV

CMS PLATFORM

SITE ADMIN / DEVELOPMENT

APPLY CSS / DEPLOY

CONTENT

LOCATE EXISTING EXAMPLES

CATALOG EXISTING STANDARDS

STERILIZE EXISTING EXAMPLES

STORE CONTENT / FINALIZE

Flows

E-File Notification

Filing

AT&T 11:56 AM

Method of Payment and... Method of Payment and... Method of Payment and...

How do you want to pay your balancedue and receive your refund?

Direct Debit and Direct Deposit

Done

Check

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Paying by Check

Direct Debit and Direct Deposit

Done

I agree

Check

IfDirect Deposit is selected

IfCheck is selectedIf

Balance is due

Because of some details in your return, you need to mail checks to the [STATE] tax office to pay your balance due. Your bal-ance is due before [DATE].Go to www.hrblock.com, sign in, and choose manage your account. Then, you can print out your return and get instruc-tions on where to send your balance-due check.

North Carolina Payment Options

There are 2 ways you can pay your balance due to North Carolina:

1) To pay online, go to the department’s website www.dornc.com and click onto Electronic Services.

2) Mail your return with a check. We’ll make it easy by printing payment and mailing instructions with your return.

Go to www.dornc.com

AT&T 11:56 AM

Deposit/withdrawl Information

Deposit Information - Dynamic titleCan be State or Federal

Done

AT&T 11:56 AM

Direct Debit and Direct Deposit

Done

Check

Bank Information:

Withdraw/Deposit Information:

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E-File Signature

[firstName] Signature

E-File Declaration

CA Electronic Signature

Prior-Year AGI:

E-File Consent to Disclose

Done

Signature - MFJ - Special States

Method of Payment - Pay by Check Method of Payment - Direct Deposit Bank Information withdrawl or deposit

AT&T 11:56 AM

Withdrawl Information Done

Banking Account

[State or Fed] Withdraw Information

Bank Routing

Account Information

I would like to withdraw the money from a different account?

This account is not in the U.S

Checking

Savings

Routing Number:

Confirm Routing Number:

Account Number:

Confirm Account Number:

Bank Name:

Bank Name:

Account Information

Confirm Routing Number:

Confirm Routing Number:

Account Number:

Confirm Account Number:

Confirm Account Number:

Withdraw Date:

Bank Information withdrawl or deposit

Enter at least one of the following Enter at least one of the following

Perjury statement:

Inciment, ea quae nus, culleni sinvende quiscia imincte ctatias magnam con perum eseque peribus nobis essimi, ac-caepu disciis et everatae con natet quia si-tempe dolorem renditatqui nissinveniet ad ut accuptaque repudant porpore.

Consent to Disclose: Inciment, ea quae nus, culleni sinvende quiscia imincte cta-tias magnam con perum eseque peribus nobis essimi, accaepu disciis et everatae con natet quia sitempe dolorem rendi-tatqui nissinveniet ad ut accuptaque re-pudant porpore

AT&T 11:56 AM

E-File Signature

[firstName] Signature

E-File Free for NY State

[firstName_Spouse] Signature

Prior-Year AGI:

E-File Consent to Disclose

Done

PIN for [currentYear] some Value

Signature - MFJ

AT&T 11:56 AM

NY E-File Declaration Done

NY E-File Notification

Last Name:

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Electronic Signature Done

MA Sig & Acknowledgement

The Commonwealth of Massachusetts requires you to re-enter names and Social Security numners to confirm that you have read the statement below.

Under pernalties of perjury I declare that to the best of my knowledge and belief this return is true, correct and complete.

SSN:

First Name:

Driver’s Lic # or ID#:

First Name:

Middle Name:

Last Name:

Suffix:

Weight:

Todays Date:

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CA Last year AGI Done

CA AGI Question

I have my exact [priorYear]CA AGI?

I have my exact [priorYear]CA AGI?

I do not have my exact [priorYear]CA AGI?

AT&T 11:56 AM

Sign Your IL Return Sign Your IL ReturnDone

Sign IL Return

T83636838

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Signing PA With PIN Done

PA PIN

Driver’s Lic # or ID#:

My [spouseName] and I both have a valid IL driver’s license or State ID?

My [spouseName] and I both have a valid IL driver’s license or State ID?

First Name:

Middle Name:

Last Name:

Suffix:

Weight:

Todays Date:

AT&T 11:56 AM

Done

Sign IL Return - MFJ

T83636838

Driver’s Lic # or ID#:

First Name:

Middle Name:

Last Name:

Suffix:

Weight:

Todays Date:

T83636838

Electronic Signature andAcknowledgement

AT&T 11:56 AM

Consent to Disclosure Done

Consent to Discolsure

Pennsylvania (PA) Perjury Statement:

I declare that under penalties of perjury, I have compared the information on my return with the information I have provided to my electronic return originator and the amounts on my 2012 Pennsylvania tax return (Form PA-40). To the best of my knowledge, my return is true and complete. I consent that my return and accompanying schedules and statements be sent to the In-ternal Revenue Service by my electronic return originator and subsequently by the IRS to the Pennsylvania Department of Rev-enue.

I Agree

Last Name:

AT&T 11:56 AM

Electronic Signature Done

MFJ- MA Sig & Acknowledgement

The Commonwealth of Massachusetts requires you to re-enter names and Social Security numners to confirm that you have read the statement below.

Under pernalties of perjury I declare that to the best of my knowledge and belief this return is true, correct and complete.

SSN:

First Name:

Last Name:

SSN:

First Name:

Electronic Signature andAcknowledgement

Taxpayer

Spouse

AT&T 11:56 AM

IL Efiling Signature IL Efiling SignatureDoneDone

IL MFJ

I have a valid IL driver’s license or State ID?

AT&T 11:56 AM

IL Efiling Signature

IL Single

[TPFirstName] Information

[SpouseFirstName] Information

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IL Efiling Signature Done

IL MFJ

AT&T 11:56 AM

Method of Refund Method of Payment

How do you want to receive yourrefund?

Direct Deposit

Check

AT&T 11:56 AM

How do you want to pay your balance due?

Direct Debit

Check

Done Done

AT&T 11:56 AM

Filed Previously Next

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Filed Previously

I didn’t file last year?I didn’t file last year?

[SpouseName] and I didn’tfile a joint return last year?

(SpouseName] filed last year

Next

State - NY Only if refundBalance due, should show for NY, MN, CO

State - North Carolina Only

will be deposited into youraccount for your Federal refund

$2,836

will be withdrawn from youraccount for your [state]

$1,536

AT&T 11:56 AM

Deposit Information Done

Bank Information withdrawl or deposit

Banking Account

Bank Routing

Account Type Account Type

This account is not in the U.S

Checking

Savings

Routing Number:

will be deposited into youraccount for your Federal refund

$2,836

will be deposited into youraccount for your [state] refund

$1,536

will be withdrawn from youraccount for your Federal refund

$500

will be withdrawn from youraccount for your [state]

$200

{Clients has refund for both Fed & State}

{Clients has refund for Fed & zero balance for State}

{Clients has zero balance for Fed & refund for State}

{Clients has refund for Fed & < $5 owed to State of Kansas}

{Clients has zero balance for Fed & a state that does not collect taxes}

{Clients has refund for Fed & Balance Due for State}

{Clients has Balance Due for Fed & Refund for State}

{Clients has zero balance for Fed & Balance Due for State}

{Clients has Balance Due for Fed & Balance Due for State}

{Clients has Balance Due for Fed & Zero bal-ance State}

{Clients has Balance Due for Fed & a state that does not collect taxes}

{Clients has Balance Due for Fed & < $5 owed to State of Kansas }

MFJ

If second answer is selectedshow third question

$9.99 $9.99

View Return

AT&T 11:56 AM

AT&T 11:56 AM

View Return

AT&T 11:56 AM

View Return

AT&T 11:56 AM

Confirm Your In-App Purchase

Do you want to buy 1040EZ Tax Prep - for $9.99?

Cancel

Buy

Cancel

OK

Pay & File

Cancel

Try Again

Purchase was not successful

Apple ID Password[email@email.com]

Cancel Continue No Thanks Rate it Now

If you download or e-mail your tax return outside of

your program, we cannot pro-tect your data from further

disclosure.

Unsuccessful Customized screen showing dropbox or Drive

Typical iOS experienceWhatever our transition screen looks

Rate H&R Block 1040EZ

If you enjoyed using H&R Block 1040 EZ, Please take a moment

to rate it.

How do you want to pay your balancedue and receive your refund?

How do you want to pay your balancedue and receive your refund?

Can be all 3 combinationsBanking Account

Withdraw Information

Bank Routing

Checking

Savings

Routing Number:

Withdraw Date:

101000019

05/23/2015

Business Business

Account Type

Business

Prior-Year PIN:

Prior-Year AGI:

Prior-Year PIN:

[firstName_Spouse] Signature

Email Address:

AT&T 11:56 AM

NY E-File Notification Done

The New York State Tax department is ex-panding its services to include email noti-fications to taxpayers about their person-al tax accounts. Enter your email address and the Tax Department will send you more information or you can visit the New York State Tax Department web site.www.tax.ny.gov

Optional

New York Signature

California Signature

Illinois Signature

PIN for [currentYear] some Value

Prior-Year AGI:

Prior-Year PIN:

Prior-Year PIN:

Declaration of taxpayer)s) to e-file this return:

By checking agree belowm I declare under penalty of perjury, that I have examined the information on my [year] [state] State electronic personal return, including any accompanying schedules, attachments, and statements, and certify that my elec-tronic return is true, correct, and complete.

AT&T 11:56 AM

E-File Consent to Disclose Done

I agree

Perjuiry Statement: Under penalty of perjury, I delcare...

Auto Withdrawl consent text

If user has direct debit for NY

[SpouseName] I have read thecertification above and agree

Taxpayer: have read thecertification above and agree.

AT&T 11:56 AM

NY E-File Declaration Done

Declaration of taxpayer)s) to e-file this return:

By checking agree belowm I declare under penalty of perjury, that I have examined the information on my [year] [state] State electronic personal return, including any accompanying schedules, attachments, and statements, and certify that my elec-tronic return is true, correct, and complete.

Auto Withdrawl consent text

If user has direct debit for NY

Taxpayer: have read thecertification above and agree.

NY Only

CA Electronic Funds Consent

IL E-File Signature

Sign your IL Return

MASS Signature

Electronic Signature & Acknowledgement

PA Signature

Consent to Disclosure

Delcaration of Taxpayer

Signing PA With Federal PIN

AT&T 11:56 AM

CA Last year AGI Done

CA AGI Question

Your prior year CA AGI:

Your current year CA PIN:

You must read and sign California Form 8453-OL. To get the form:

1. Visit www.hrblock.com.

2. Sign in with your username and pass-word.

3. Click “Manage My Account”

4. Follow the prompts to print.

After California accepts your e-filed return, you’ll get a confirmation number. Write it on Form 8453-OL and save it with your tax documents. You do not have to mail it.

I do not have my exact [priorYear]CA AGI?

I have my exact [priorYear]CA AGI?

I do not have my exact [priorYear]CA AGI?

AT&T 11:56 AM

CA Last year AGI Done

CA AGI Question

Print Signature Form

You must read and sign California Form 8453-OL. To get the form:

1. Visit www.hrblock.com.

2. Sign in with your username and pass-word.

3. Click “Manage My Account”

4. Follow the prompts to print.

After California accepts your e-filed return, you’ll get a confirmation number. Write it on Form 8453-OL and save it with your tax documents. You do not have to mail it.

AT&T 11:56 AM

CA Last year AGI Done

MFJ - CA AGI Question

Print Signature Form

AGI:

[TPName] Current year PIN:

[spouseName] Current year PIN:

On done , Back to main navigation to fill out other forms

Consent to Disclosure

No Disqualifies user No Disqualifies user

I agree

Consent to Disclosure

I agree

AT&T 11:56 AM

Done

Before transmitting inciment, ea quae nus, culleni sinvende quiscia imincte cta-tias magnam con perum eseque peribus nobis essimi, accaepu disciis et everatae con natet quia sitempe dolorem rendi-tatqui nissinveniet ad ut accuptaque re-pudant porpore.

Consent to Disclose: Inciment, ea quae nus, culleni sinvende quiscia imincte cta-tias magnam con perum eseque peribus nobis essimi, accaepu disciis et everatae con natet quia sitempe dolorem rendi-tatqui nissinveniet ad ut accuptaque re-pudant porpore

Before transmitting inciment, ea quae nus, culleni sinvende quiscia imincte cta-tias magnam con perum eseque peribus nobis essimi, accaepu disciis et everatae con natet quia sitempe dolorem rendi-tatqui nissinveniet ad ut accuptaque re-pudant porpore.

Consent to Disclose: Inciment, ea quae nus, culleni sinvende quiscia imincte cta-tias magnam con perum eseque peribus nobis essimi, accaepu disciis et everatae con natet quia sitempe dolorem rendi-tatqui nissinveniet ad ut accuptaque re-pudant porpore

Back to parent

Back to parent

AT&T 11:56 AM

Declaration of Taxpayer Done

Declaration of TP

I consent that my refund be directly depos-ited as designated in the electronic portion of my [year] Pennsylvania income return, this is an irrevocable appointment of the other spouse as an agent to receive the refund.

I Agree

AT&T 11:56 AM

Declaration of Taxpayer Done

Declaration of TP

I don’t want direct deposit of my refund, or I’m not receiving a refund.

I Agree

AT&T 11:56 AM

Declaration of Taxpayer Done

Balance Due

I authorize (1) the Pennsylvania Depart-ment of Revenue and its designated finan-cial agents to initiate an electronic funds withdrawal to my financial institution ac-count designated in the electronic portion of my [Year] Pennsylvania personal income return for payment of my Pennsylvania taxes owed, and (2) my financial institution to debit the entry to my account. I also au-thorize the financial institutions involved in the processing of my electronic payment of taxes to receive confidential information necessary to answer inquiries and resolve the issues related to my payment. Under the terms of this authorization, I can revoke this authorization by notifying the Pennsyl-vania Department of Revenue no later than 2 business days prior to the payment (set-tlement) date. I understand this notification must be made in writing by 1 of the follow-ing methods: E-mail address: ra-achrevok@state.pa.us or fax number: (717) 772-4193 or (717) 787-2840.

If I have filed a balance due return, I under-stand that if the Pennsylvania Department of Revenue doesn’t receive full and timely payment of my tax liability, I will remain liable for tax liability and all applicable in-terest and penalties. If I have a joint federal and state tax return and there is an error on my state return, I understand my federal return won’t be accepted.

I Agree

I Agree

I am signing this tax return with my federal PIN.

Appear only if PA state has refundand payment method is direct deposit

Appear only if PA state has refundand payment method is check

Appear only if PA state has balance due

Done goes to parent screen

Comes here on “Done from E-File Signature

PurchasingGetting Return

Filing Your Return

AGI is your adjusted gross income AGI is your adjusted gross income

AT&T 11:56 AM

E-File Signature

[firstName] Signature

[firstName_Spouse] Signature

E-File Consent to Disclose

Done

PIN for [currentYear] some Value

Signature - MFJ

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E-File Signature

[firstName] Signature

E-File Consent to Disclose

Done

PIN for [currentYear]

PIN for [currentYear]

some Value

Signature -SingleNo they did not file last year No they did not file last year

No

Yes

I have a valid IL driver’s license or State ID?

Account Information

Account Number: 0837636

E-file your New York State income tax return at no extra charge. Before you print and mail your return, please note that there is no additional fee for filing it electronically. Other reasons to e-file: • 90% of New Yorkers e-file their income tax re-turns. • E-filing is fast, easy, and secure. • E-filers get their refunds faster than paper filers. • Not only is free e-filing a good value, it’s also the law: New York State requires most taxpayers to file electronically if they are using tax soft-ware to prepare their return. The law also provides that once you’ve paid for tax preparation software, you can’t be charged an additional fee for e-filing.

E-File Free for NY State for NY only

EZ

AT&T 11:56 AM

CA Last year AGI Done

CA AGI Question

I have my exact [priorYear]CA AGI?

I do not have my exact [priorYear]CA AGI?

California Consent to Disclose

Did you and [spouseName] filejointly in[previousYear]?

Do you and [spouseName]have the exact CA AGI?

Both spouse and myself have the exact [priorYear]CA AGI?

AT&T 11:56 AM

CA Last year AGI Done

MFJ - CA AGI Question

Do you and [spouseName]have the exact CA AGI?

Did you and [spouseName] filejointly in[previousYear]?

[spouseName] and I didnot file jointly in[previousYear].

AT&T 11:56 AM

CA Last year AGI Done

MFJ - CA AGI Question

Do you and [spouseName]have the exact CA AGI?

[TPName] AGI:

[spouseName] AGI:

[TPName] Current year PIN:

[spouseName] Current year PIN:

Did you and [spouseName] filejointly in[previousYear]?

[spouseName] and I didnot file jointly in[previousYear].

AT&T 11:56 AM

CA Last year AGI Done

MFJ - CA AGI Question

Do you and [spouseName]have the exact CA AGI?

AT&T 11:56 AM

CA Electronic Funds Consent Done

CA Electronic Funds Consent

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I agree

Appears only if:

Balance due for CA and user selects Direct Debit

Annotated Wires

AI wires

Agile workflows with the developers

Before/After

Standards created

Style Guides

Specs and Assets

Testing

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

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.

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!

Thanks

LinkedInwww.linkedin.com/in/deesadler/

Twittertwitter.com/deesadler.com

Contactdee@d2wc.comdee@aboxofpixels.commacwebdiva.wordpress.com

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