1. 1 1 May Include Preliminary Research/Intuit Confidential – Do not disclose outside of company. E2E UX Issues Investments CE Team Alex Genov Staff User Experience Researcher July, 2007

2. 2 2 Intuit Confidential….....Do Not Distribute Outside of Company New MCUI  Has the new MCUI been designed using the iterative approach?  Design  Test with customers  Redesign  Retest  During Investments iterative studies, there have been some usability issues

3. 3 3 Intuit Confidential….....Do Not Distribute Outside of Company Consistent Screen Sections  Teams need some standards as to the purpose of the sections of each screen, for example: TEXT - Screen Title – action oriented + indicating purpose of screen TEXT - Context – Why is customer on this screen? Some brief education on the topic. Some instructions on what to do. Customer action section – Add data, make selection, answer question TEXT – Preview of what’s to come next Navigation

4. 4 4 Intuit Confidential….....Do Not Distribute Outside of Company Decoupling of Navigation and Decisions Choice or decision Navigation YES NO BACKCONTINUE

5. 5 5 Intuit Confidential….....Do Not Distribute Outside of Company Consistent Way to Draw Customers’ Attention  You know what I mean

6. 6 6 Intuit Confidential….....Do Not Distribute Outside of Company Consistent Way to Layer Information on the Screen Customer action section – Add data, make selection, answer question TEXT – MINIMUM information to help the target customer complete the correct action below! More Info More info for those who want it, not for those who need it! Even More Info Etc …

7. 7 7 Intuit Confidential….....Do Not Distribute Outside of Company Auto Formatting Entry Fields  In every usability session I have conducted, there are a few customers whose expectations for auto-formatting of data entry fields are NOT met!