1. UE Approach towards AUBI Design Patterns Adesh Singh 28 May 2008

2. Agenda Dimensions of User Experience Process Pattern Identification Authoring & Review Validation Release and Communication Effort & Timeline BI Pattern areas Patterns Website Next steps

3. Dimensions of User Experience Processes Scenarios Pattern sets Individual patterns Create template Create draft Review Iterate Apply patterns Gather feedback Update patterns Publish Gather feedback Update patterns IDENTIFYAUTHORVALIDATERELEASE App. scenarios Applicable Patterns New patterns requirement Create task flows Concept designs Apply patterns Wireframes Internal reviews User feedback Identify gaps Update patterns Design solutions Prototypes Design specs. IDENTIFYCONCEPTUALIZEVALIDATERECOMMEND Tier 1 App Creation Pattern Creation Site visits User Interviews Customer advisory boards Identify issues Key requirements Pain points Suggestions Key usability Issues Primary focus areas Needs & wants Usability Testing Customer feedback sessions STUDYANALYZEREPORTVALIDATE User Research User research outcomes will feed into patterns Patterns will be leveraged in AUBI Apps

4. Pattern Identification Extract tasks from scenarios (based on use cases) Create generic task flows Create pattern sets Map tasks to FusionGPS Identify gaps in AU context Map pattern sets to task flow Identify individual patterns for each set Review pattern list and structure with stakeholders Identify key patterns for authoring in phase 1

5. Authoring & Review Initial tasks Create a pattern template Identify external reviewers from UX Create issue tracking template (wiki) Authoring Create pattern draft in Word Create illustration/visuals Review Review internally (UX) Review with Dev and Strategy (tech feasibility? Use case coverage?) Create and track issue list Iterate and notify review team Conduct audit if needed

6. Validation Validation – Tier 1 projects Apply patterns to Business Consoles Identify use case and generate task flows Identify applicable patterns Generate wireframes based on patterns Gather feedback on wireframes through user testing Identify and create/update patterns if needed

7. Release and Communication Publish Patterns website Include recorded introduction training Communicate to stakeholders Office hours for usage support – Tier 2 and 3 projects Feedback to product teams Track issues on wiki Create/update patterns if required Route feature requests to tools team Communicate release/updates to stakeholders

8. Effort & Timeline ? Activity Effort (Hrs) StartFinishNotes Identify pattern areas12 - May Structure patterns814 - May16 - May Review internally & iterate416 - May19 - May Detailed list of patterns1228 - May1 - Jun Identify individual pattern content structure33 - Jun4 - Jun Review internally & iterate65 - Jun8 - Jun Setup review team/panel and issue tracking sheet38 - Jun Author pattern content - drop 1~ 9 - 10 key patterns Research (ongoing)1512 - Jun Content creation (text + visuals)60 Review internally & iterate20 Review externally and iterate20 Publish to AUBI pattern website1030 - Jul25 hrs per pattern Author pattern content – drop 2Aug - 1Sep - 30 Review externally and iterate

9. BI Pattern Areas

10. Key User Tasks Login to the AUBI Business Console High level overview of key info (KPI, Alerts etc.) – The forest view Measure and monitor key metrics, scorecard etc. Correlate and compare information View details of a specific metric or KPI – The tree view Collect key nuggets and identify primary areas of attention Take necessary actions on these areas including data transaction, notification etc. Share & collaborate with other potential consumers of the information Setup and configure console Manage overload

11. AUBI Design Pattern Areas for Business Consoles

12. Patterns > Navigation > Decision Table Analytic TableKPI ListTree TablePivot Table 1.User TypeCasual ExperiencedExperienced, Frequent User 2.Do quantities of two different dimensions need to be grouped in hierarchies? No Yes 3.Do the quantities need to be grouped in hierarchies? No Yes 4.Are objects sortable within group? Yes

13. Patterns website - TBD

14. Next steps Get feedback from Strategy on the pattern areas Identify top 10 patterns to develop during phase 1 Create a sample pattern draft by early June and share with Strategy