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Westpac Online FX Facelift RFP Discussion

Westpac Online FX Facelift RFP Discussion. Agenda. Brief history Similar work Our involvement Where are we now What we have done Demonstration Where to from here. About Neurocom. Established in 1992, trading as Creative Digital Technology

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Westpac Online FX Facelift RFP Discussion

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  1. Westpac Online FX FaceliftRFP Discussion

  2. Agenda • Brief history • Similar work • Our involvement • Where are we now • What we have done • Demonstration • Where to from here

  3. About Neurocom • Established in 1992, trading as Creative Digital Technology • Innovative Australian company focused on Internet technologies • Four business divisions: • Creative Digital Technology Internet technology and application development • GPayments Authentication and payment solutions • FileSphere Information and knowledge management solutions • Member Check AML/CTF service for the superannuation industry

  4. Financial Sector Clients

  5. Local Clients – since 1992

  6. Specific example – Federal court

  7. Federal court - before

  8. Federal court - after

  9. Federal court - before

  10. Federal court - after

  11. Federal court - before

  12. Federal court - after

  13. Federal court - before

  14. Federal court - after

  15. Brief history – our involvement • CDT initially engaged to do a usability assessment of the Westpac Online FX in July 2007 • Our proposed approach was to: • System familiarisation • Client questionnaire – gather feedback • Compile results & make recommendations • Produce wireframes & screen mock-ups

  16. Where are we now? • System familiarisation complete • Client questionnaire • Completed in Nov 2007 • Implemented in Apr 2008 • Result in Oct 2008 • Compile results • Result analysed – highlighted areas of improvement • Produced wireframes & screen mock-ups – ready to complete • Discussed development of functional prototype - interactively demonstrate the usability improvements

  17. What did the questionnaire tell us?

  18. What have we done? • Based on questionnaire results and client suggestions • Identify key functions - Outright deal and blotters • Screen mock-ups of key functions • Commenced Phase 1 functional prototype development

  19. What have we done? • Divided the interface into three main sections • Main Navigation Area – navigation improvements • Main Content Area – usability improvements • Utilities Area – additional functionality

  20. Main navigation area • Separated dealing and settlements • Deal section • Divided functionality into deal types - Outright Deal, Swap Deal and Order • Created the Deal Log • Settlement section • Settling deals • Creating/amending settlement instructions • Viewing authorised settlements • Archive section • Retrieval of historical information • Settings section • User profile management, security and administration settings

  21. Main content area – Outright deal • Improved navigation • Orientation bar • Personalisation - competency selection • Screen transition • Field level help & guidance • Usability • Multiple entry options e.g. date • Infield infocentre • Predictive text • Improve data entry – reduce errors

  22. Main content area – Settle deal • Improved pre and post search filtering • Added flexible page results with automated pagination • Customisable reports • column selection/removal, • multiple column sorting options, • post-search in column filtering

  23. Utilities area • Customisable, re-usable widgets • My Rates • real time rates feed, trending and charting • selectable base and cross currency • Quick Deal • access outright deal from anywhere • News • Feature, OnlineFX or Westpac related info • Quick links to features, facts, training, demos, feedback, contacts . . .

  24. Error messages Reduce errors – data entry assistance Help Field level assistance – user competency Usability Improve page design – reduce client server interaction & wait time Improved process – remove steps Functionality Increase awareness – highlight features Terminology Replace jargon Navigation Improved navigation Provide multiple entry points Summary of enhancements

  25. Demonstration Lets take a look

  26. Where to from here? • Complete Phase 1 functional prototype • Integration requirement analysis • Design and develop Phase 2 prototype • Integrate and test with OnlineFX

  27. Thank you

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