Jaideep Godara :|: Account Opening and Maintenance Application

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electronic New Account Application ReDesign (2007)

Client: A.G. Edwards & Sons, Inc.
Duration: 7 months

The electronic New Account Application (eNAC) is a proprietary product owned by AG Edwards, a leading stock and brokerage firm, and used for new customer account setup and maintenance of account and owner information. Each business day, approximately 1500-2000 accounts are opened, and 20,000 - 40,000 accounts are updated.

Project objective:
Based on the feedback from their users, the client decided to re-architect and functionally enhance the application to remedy known issues of lack of intuitiveness and poor performance. The redesigned application version (eNAC 2.0) was, therefore, aimed at improving the stability, performance, and usability of the application, and to increase the efficiency of Branch and Home office personnel in completing the required review and approval processes.

To accomplish design and usability goals of this project, following methods and processes were used:

Contextual Inquiry
Task Analysis & Use Cases
Task Flow Charts
3x3 Conceptual Design Prototyping
Wireframes
Functional Design Specifications
Formative Usability Testing with Paper Prototypes and Mid-Fidelity Prototypes

Samples of various deliverables:

Matrix to maintain use cases

Matrix to maintain and organize Use cases

Task flow for the Notifications feature

Task flow for modifying and initiating the Notifications workflow

Personal Responsibilities included:

Developed and owned the Functional Design Specification document.
Development and Documentation of the interaction design specifications that included use cases, Task flow diagrams, Wireframes, and Functional specifications to facilitate software development and testing teams.
Gathering of Business requirements through contextual inquiry with the client's Technical and Business team members, and to distill ambiguous requirements into discrete, testable functional requirement.
Interacted directly with client for presentations and joint application design sessions, including defending design decisions unpopular with the business in favor of the user.
Served as liaison between business stakeholders, developers and testing teams, including last minute design decisions and solutions to technical constraints.

Samples of various deliverables continued...

An example of specifications - Error Messages