UXand the mobile app
Dee Sadler ACP, UGM, ACI UX Geek
UX Interaction Manager, H&R Block @DeeSadler
Agenda
Design The RestUX Process Strategy ResearchWhy, When, How Stakeholders Discovery Interaction, Visuals Testing, QA
1. 2. 3. 4. 5.
2
UI QA
Designer/developer workflow
Strategy
Research
Design Plan
Interaction
Development
Visuals
QA
Launch
Agile UX
Development
Test/Improve
more testing
UX App Design
understanding where your users are actually using the device — car? Walking? !Studying the behavior of who uses them. the Why, how and when. !Consider Viewing conditions, distractions, length of use, touch and size.
How is this any different, then the obvious?
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.!
8
Research
• Was there an existing app?!• Was Omniture in place?!• Design Plan goes into place!• Stakeholder interviews!• Requirements!• Focus groups!• Personas and behaviors!
! !
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.
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
User Feedback
January February March April May June July August September October November December
Mobile Experience Map (Customer Facing Applications)Time of year
Doing
In Season
Where is the closest Block office? Need a car loan, how do I view my return?
I have documents/recipts to upload.
Where is the closest ATM for me EC?
I wonder if I can get direct deposit on my EC?
I have my check, I need to load it on my EC.
I pretty much know what I make, let me estimate my taxes.
Filed an extension, I need to finish State now.
I want to save money, can the EC app help me save for my vacation?
I want to save money, can the EC app help me save for my vacation?
Fasfa view/copy of return
Home loan view/copy of return
Quarter Tax payment
Find office need to see a TP
Tax Questions Need to call a TP
File taxes I have finished my extension
Need to estimate taxes again. Have more docs now.I need to make an appointment.Need to find a new office since I moved.I need to organize what I have. Checklist things.I need to upload documents into My H&R Block for Pro.Need to take pics of my receipts.
Want to view last years return to see how it might compare.I want to know what is the best way to prepare my taxes. I want to know if my tax pro is still working.i need a copy of my return
Where is my refund?
How do I see my return?
Why doesn’t the app just know I am at the office?
I have documents to upload, how can I do I do that?
Need to ask my Tax Pro a question / Find a Pro
I have several chartible contributions, where do I add those receipts?
Maybe I’ll check out the mobile app to do taxes this year.
I have an Emerald Card, now what?
What is my EC balance
How do I pay bills now I have an EC?
Anxious -wondering if they have all the documents needed
Stressed they are doing their taxes error free.
Good I am getting my taxes done. (mobile or office)
Great because I am getting a refund.
Good I can finally pay bills with a card.
Relieved the app lets me take a picture of my W-2. Frustrated it wasn’t as easy as I thought. Took 3 tries.
Great because I dislike Banks, and now I have a prepaid card with my refund on it.
Great because I dislike Banks, and now I have a prepaid card with my refund on it.
Single point of entry - HUB for customer Social Media Tax Help
Tax ChatGeofence
Virtual Drop-Off/Check-in
Check to Card
Get TP’s involved to raise awareness
EC shows Refund Status
Brand shows EC balance
EC integrates with My H&R Block
Brand adds HealthCare enrollment
Solid OCR
Utilize data from checklist. (Customize Interview)
Office Locator turned into Appointment Manager
Show EC balance in Brand App.
Push advice to app.
Change per season
Push Notifications
Virtual Services
Relieved my taxes are done for the year.
Disorder so many receipts to keep
Nervous major life changed just happened
Happy fully banked able to pay bills
Do I have all the right documents?
EC loaded with Refund
Pay Bills Pay Bills Pay Bills Pay Bills Pay Bills Pay Bills Pay Bills Pay Bills Pay Bills Pay Bills Pay Bills Pay Bills
Load money on EC Load money on EC
Check to Card Check to Card Check to Card Check to Card
Set up Direct DepositSet up Envelopes
Look Up ATM Location
Drop off at offfice
Mobile App knows I am at office
Take pic / Upload receipts Take pic / Upload receipts
Find an Office
Call TP with question
Thinking
Feeling
Opportunities
Pre-SeasonPost Season
Estimate Taxes
Charitable ContributionsCharitable ContributionsDoes taxes on device Charitable Contributions
App Legend
EC App Brand App 1040EZ App
Visit My H&R Block
Schedule Appt
Load money on EC
Create Checklist
Check Refund Status
EC Balance check
View Return
Upload Recipts and docs
Put out, i have to do taxes
Lost, not sure how to do my taxes
Nervous, how much do i owe
Curious, who is the best to do my taxes
Poor need my refund faster
Get clients into the right product based on their needs, known or unknown
Show expertise to show clients why HRB is the best.
Push knowledge of last years Tax prep method and see if anything has changed.
Get clients started and knowledgeable of HRB
Experience Maps
IA and Task flowsCustomization (first time entry only)
Skip
Auth
Would you like to sign up for an account?
Default Screen
Account Created
Are you new to H&R Block?
Yes
no
Default Screen
Sign In
We noticed you have an Emerald Card, would you
like to see the Balance on the home screen?
Questionnaire = Best Match questions
Home
Entry
Interaction
Where the developer gets involved
Where too many think UX begins
17
Sketching
LOGOUTMY CARDS Enrollment Enrollment
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
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
FlowsCancel
Box 18) Local Wages and Tips:
Box 19) Local Income Tax:
Box 20) Locality Name:
Employer Fed ID #:
Employer Name:
Box 4) Social Security Tax Withheld:
Box 3) Social Security Wages:
Box 5) Medicare Wages:
Box 6) Medicare Tax Withheld:
W-2 - Taxpayer
EMPLOYER INFO
EMPLOYEE INFO
W-2 FEDERAL DATA (BY BOX NUMBER)
Employer Address:
Box 1) Wages and Tips:
Box 2) Federal Income Tax Withheld:
Done
Employee Address:
Box 7) Social:
Box 8) Allocated Tips:
Box 9) Not in use:
Box 10) Dependent Care Benefits:
Box 11) Non-qualified Plans:
Box 12)
Box 13)
Box 14) Other
STATE DATA
State:
Box 15) Employer’s State ID #:
Box 16) Local Wages, Tips, etc:
Box 17) State Income Tax:
First Name:
Mid Initial:
Suffix:
Last Name:
OK Create an Account
If you continue without creating an account, your return – and the work you’ve already done
– will not be saved.
State Questions
AT&T 11:56 AM
I did make money in a different state
I did make live in a different State
I didn’t make live in a different State
I did make live in a different State
I did not make live in a different State
I didn’tmake money in a different state
I did make money in a different state
I didn’tmake money in a different state
[TPName] Did you make money in any other State then [StateName]?
[SpouseName] Did you make money in any other State then [StateName]?
[TPName] Did you live in another State than [StateName] in 2014?
[SpouseName] Did you live in another State than [StateName] in 2014?
State Questions
AT&T 11:56 AM
I did make money in a different state
I did make live in a different State
I did not make live in a different State
I didn’tmake money in a different state
Did you make money in any otherState then [StateName]?
Did you live in another State than [StateName] in 2014?
Done
App open
Animation
2-Btn Home
Sign In
Get Started
Take a Photo
Personal
Welcome Screen Sign In Screen
Security
Terms & Conditions
Can select either Incomeor Personal from Dashboard
Personal Info
Left Nav Right Nav Take a Photo Question Take a Photo Question Take Photo Screen 1
Federal Income - All
Dashboard - Done personal, FedDashboard - Done Fed
Take a photo turns to Federal InfoFile Return is not active
Take a photo turns to Federal InfoFile Return is now active
State Interview
Federal Income -Has 1 W-2 Federal Income -Has 1 W-2 and 1099 Federal Income - MFJ
Create Account After Security Question
Take Photo - Review Info
Show MFJ question After Sign In, Log Outand Account Info which takes
the user to MyHRB.
$0$0
Done
Add a new W-2
Add a new 1099-INT
W-2: WAGES, SALARIES, TIPS
1099-INT: INTEREST INCOME
1099-G: GOVERNMENT PAYMENTS
1098-E: STUDENT LOAN INTEREST
1098-T: TUITION
OTHER FORMS
Additional Forms
Federal
Add a new 1099-G
Add a new 1098-E
Add a new 1098-T
Done
W-2
1099-INT
Steele ManufacturingTaxpayer’s Name
Taxpayer’s Name
W-2 HallmarkTaxpayer’s Spouse Name
Bank of America
When Sections are Complete
Personal Status:
IfThey haven’t signed In
ThenShow prompt to sign in
or create account
Sign In
NextFile Return
Summary
State Return
Federal
Personal Information
Feedback
Contact Us
Help Center
Legal
Privacy Policy
[Current Year] PDF
[Current -1 Year] PDF
[Current -2 Year] PDF
[Current -3 Year] PDF
[Current -4 Year] PDF
Rate This App
MY INFO
OTHER
Prior Year PDF
FEDERAL INFORMATION
FILE RETURN
FEDERAL INFORMATION
If
Something is selected likeSpecial Situations, personal status,
transfer to online
If
User is disqualifiedTake to not qualified
Screen
If
MFJwhen clicked Done
Starts Personal Flowfor Spouse
Transfer to Online
AT&T 11:56 AM
Transfer Your Info
We’re sorry our app can’t finish your return because this app doesn’t support your tax situation.
You can still file, we’ll help you transfer your account so you can finish online.
Transfer Transfer to Online
AT&T 11:56 AM
Transfer Your Info
AnimationTransitionScreen
Done
Sign Out
AT&T 11:56 AM
First Name:
Mid Initial:
Mid Initial:
Suffix:
Suffix:
Last Name:
Last Name:
Address:
Phone:
Occupation:
Healthcare:
Personal Info
REVIEW PERSONAL INFO:
SPOUSE PERSONAL INFO:
ADDITIONAL INFO:
SPOUSE ADDITIONAL INFO:
Date of Birth:
SSN:
Done
Special Situations:
Personal Status:
First Name:
FILING STATUS:
Marital Status:
SSN:
Date of Birth:
Occupation:
Special Situations:
Personal Status:
ADD
ADD
IfMFJ
Congrats!
AT&T 11:56 AM
Next
Next goes directly to personal info
If user comes through OCR, then display the screenIf any other path, do not show screenAppears only once
Just shows on failure of Take a Photo
I’ll fill out the form on my own
Annotated Wires
AI wiresHRB Brand App - Top Level Screens
Home Dashboard - Not Authenticated
Not signed inSigned in
Home Dashboard My Status My e-file Status
Signed In
My Refund Status
Home Dashboard My Status - About You My Status - ResultsMy Status - Income My Status - Expenses
Estimate My Taxes
Home Dashboard My Documents
My Documents
Home Dashboard Checklist Checklist Checklist Signed In, known client Signed In, known client
My Checklist
Home Dashboard
Produ cts and Services
Tax Help
To use this featureyou will have to sign inor create an account
If your Tax Return wasPrepared in a Tax Office
Verify to see it.
My Documents
My Checklist
Estimate My Taxes
My Status
My Office By LocationMake an Appointment
Learn My Emerald CardCheck Emerald Card balance and more.
My Refund Status Estimate My Taxes
My Documents My Checklist
My Tax Pro Reminders ONNext AppointmentFeb 16, 20157:00 PM
GoMy Emerald Card
$3500.00
My Status Estimate My Taxes
My Documents My Checklist
My Tax Pro Reminders ONNext AppointmentFeb 16, 20157:00 PM
GoMy Emerald Card
$3500.00
My Status Estimate My Taxes
My Documents My Checklist
My Tax Pro Reminders ONNext AppointmentFeb 16, 20157:00 PM
BalanceMy Emerald Card
$3500.00
Tax Help
Product & Services
Tax Help
Product & Services
Tax Help
Checklist
Product & Services
My Status Estimate My Taxes
My Documents My Checklist
My Tax Pro Reminders ONNext AppointmentFeb 16, 20157:00 PM
GoMy Emerald Card
$3500.00
My Status Estimate My Taxes
My Documents My Checklist
My Tax Pro Reminders ONNext AppointmentFeb 16, 20157:00 PM
BalanceMy Emerald Card
$3500.00
Tax Help
Product & Services
Tax Help
Product & Services
The IRS requires the following information todetermine your status.
Single
Head of Household
Married filing jointly
Married filing separately
Qualified Window(er)
Filing Status
Single
Single
Social Security Number
Exact Refund amount in dollars
Check Refund Status
Check Status on IRS website
Next
Marital Status
Looks like you are head of household
Birthdate
Number of dependents in school full-time age 17-24 0
About You Income Expenses
Privacy Notice
Number of dependents under 17 0
Estimated Refund
$0
Single
Your Estimated Refund is:
$700
Single
Next
Salary & Wages
Interest Income Earned
Federal witholding
Unemployment
About You Income Expenses
Self-Employment Income
Estimated Refund
$2100
Other income or lossnot listed above
Social Security Benefits
Nontaxable Combat Pay
Captial Gain or LossHeld one year or less
Captial Gain or LossHeld more then one year
Single
Results
Student Loan Interest
Other post-secondarytuition
Undergraduate Degree Expenses:
First Student
About You Income Expenses
Second Student
Estimated Refund
$1200
Other adjustments
Energy efficient homeImprovements
Charitable contributions
Other itimized deductions
Annual child &dependent care costs
Federal QuarterlyEstimated Taxes Paid
Details
Based on the information you provided, we recommend:
DIY 1040EZLets get started!
Schedule
Sent Accepted
Federal
Sent Accepted
Missouri
Sign in
Did you file with H&R Block lastyear? If so, sign in to see your
personalized checklist.
Cancel Sign in
Create a personalized tax checklist to help you prepare for this year's return.
Based on last year's return, we've created a personalized tax checklist to help you prepare for this year's return.
Personal Information
Other people on your return
Your Social Security # or ITIN
Spouse full name and SSN
Dates of birth and SSNs
IBS - Interest Income (Form 1099-INT)
Childcare records (including theprovider’s ID number of applicable
Approximate income of other adults in your home not including a spouse
Income
Create a personalized tax checklist to help you prepare for this year's return.
Personal Information
Personal Information
Other people on your return
Your Social Security # or ITIN
Spouse full name and SSN
Spouse full name and SSN
Dates of birth and SSNs
IBS - Interest Income (Form 1099-INT)
Childcare records (including theprovider’s ID number of applicable
Approximate income of other adults in your home not including a spouse
Income
Create a personalized tax checklist to help you prepare for this year's return.
Personal Information
Other people on your return
Your Social Security # or ITIN
Spouse full name and SSN
birth and SSNs
IBS - Interest Income (Form 1099-INT)
Childcare records (including theprovider’s ID number of applicable
Approximate income of other adults in your home not including a spouse
Income
Income
Create a personalized tax checklist to help you prepare for this year's return.
Personal Information
Other people on your return
Your Social Security # or ITIN
Spouse full name and SSNChoose a Category: Income
Dates of birth and SSNs
IBS - Interest Income (Form 1099-INT)
W-2 - Sprint
1099 - Box of Pixels
Childcare records (including theprovider’s ID number of applicable
Approximate income of other adults in your home not including a spouse
Income
+Add a new checklist item
It has been sent, completed on this date and accepted on this date.
Bank Status. when do you receive the money in your bank account?
From the IRS where the refund stands. --possibility
Item Description
Based on last year's return, we've created a personalized tax checklist to help you prepare for this year's return.
Income
W-2 - Sprint
1099 - Box of Pixels
March 02, 20157:00 PM1905 Main, Kansas City, MOMar
Bob Flapjack has an opening at:
2
CALL MAP
Your federal tax return has been accepted by the IRS on 2014-04-16. You should receive your Federal check by mail within 2 to 3 weeks from date of acceptance
Back ActionMy Status Back ActionMy E-File Status
Back Estimate My Taxes Back Estimate My TaxesBack Estimate My Taxes Back Estimate My Taxes
Back ActionMy Documents Back My Documents Back My Documents Back My DocumentsBack My DocumentsBack My Documents Back MenuMy Documents
Back ActionMy Checklist Back EditMy Checklist Back EditMy ChecklistBack EditMy ChecklistBack EditMy Checklist
Save
RetakeCancel Use Photo
Choose a Category
Title
NotesChoose a Category
Title
Notes
Take a photo Documents
Cancel
Back My DocumentsBack My Documents Back My Documents Back My Documents
Back My Checklist My Checklist Back My Checklist
Go
Go
Products and Services (Digital)
Online (Free to Premium)
iPad App
1040EZ App
Software
Do your own taxes
Block LiveTM
Best of Both
2nd Look
Tax Pro Assisted
Audit Support
Emerald Card
Healthcare
Tax Pro Assisted
Back Products & Services
AT&T 11:56 AM
Products and Services (Retail)
Online (Free to Premium)
iPad App
1040EZ App
Software
Do Your On Taxes
Block LiveTM
Best of Both
2nd Look
Tax Pro Assisted
Audit Support
Emerald Card
Healthcare
Tax Pro Assisted
Back Products & Services
AT&T 11:56 AM
Product Detail
Back Best of Both
AT&T 11:56 AM
Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.
Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.
Show Me
Edit Back My Checklist EditCancel
Your MO return has been accepted by your state Department of Revenue
Save
Cancel
File name and path
AT&T 11:56 AM
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AT&T 11:56 AM
Sprint (W-2)Desctiption they have added to the image and...
Desctiption they have added to the image and...Day Care Receipt
Federal Tax Return
11/23/13
11/23/13
Hallmark (W-2)Desctiption they have added to the image and...
11/23/13
AT&T 11:56 AM
Federal Tax ReturnPDF
Sprint (W-2)
Day Care Receipt
11/23/13
11/23/13
(W-2) 11/23/13 Delete
Delete
AT&T 11:56 AM
My Tax DocumentsTax Year 2014
Sprint (W-2)Desctiption they have added to the image and...
Desctiption they have added to the image and...
Add Documents
Day Care Receipt
Federal Tax Return
My Tax Returns
11/23/13
11/23/13
(W-2) added to the image and...
11/23/13
My Documents
+
DeleteEdit
Tips for a good imageMake sure it is in focus and well lit
Center and make sure all 4 corners are visible and in focus
ADD IMAGE
Choose from library
Choose document
Take Photo
CancelDeleteMoveMark All
Add
AT&T 11:56 AM
Add AddShareShare
Save
AT&T 11:56 AM
AddShare
AT&T 11:56 AMAT&T 11:56 AM
Rename DeleteMove
AT&T 11:56 AM
Add
Add
Add Flow
AT&T 11:56 AM
Federal Tax ReturnPDF
Sprint (W-2)
Day Care Receipt
11/23/13
11/23/13
Hallmark (W-2) 11/23/13
AT&T 11:56 AM
Tax Year Tax Year Tax Year Tax Year
Sprint (W-2)
Day Care Receipt
11/23/13
11/23/13
Hallmark (W-2) 11/23/13
Edit
Add
Create an Account
Cancel
AT&T 11:56 AM
Tax Year
Sprint (W-2)
Day Care Receipt
Federal Tax Return
11/23/13
11/23/13
Hallmark (W-2) 11/23/13
Add
Sprint (W-2) 11/23/13
Hallmark (W-2) 11/23/13
Home Screen & Navigation
Home - AuthenicatedHome - Not Authenticated Profile Setup - Not Authenticated Home - Authenticated w/ Appt
Search
AT&T 11:56 AM
My Checklist
My Documents
Find a Tax Pro
Find an Office
Tax Help Center
Products & Services
Estimate My Taxes
My Status
Contact Us
Legal
Privacy Policy
AT&T 11:56 AM
My Office
My Products & Services
Account Settings
Sign Out
Questionaire
My Tax Pro
Malcolm ReynoldsYour next appointment:Date: Monday, Feb 16, 2015Time: 7:00PM - 8:00PM
AT&T 11:56 AM
Sign In
Create an Account
MY TOOLS
RESOURCES
OTHER
Search
AT&T 11:56 AM
My Checklist
My Documents
Find a Tax Pro
Find an Office
Tax Help Center
Products & Services
Estimate My Taxes
My Status
Contact Us
Legal
Privacy Policy
MY TOOLS
RESOURCES
OTHER
Welcome to H&R BlockMessage about the benefits of signing in or creating an account.]�ILULMP]�ILULMP]�ILULMP]�ILULMPPersonalize your experience with an HRB account...
My Documents
My Status
My Checklist
Estimate My Taxes
GoMy Emerald Card
$3500.00
My Documents
My Status
My Checklist
Estimate My Taxes
My Tax Pro Reminders ONNext AppointmentFeb 16, 20157:00 PM
GoMy Emerald Card
$3500.00
My Office By LocationMake Appointment
My Documents
My Status
My Checklist
Estimate My Taxes
My Office By LocationMake Appointment
Username
Password
FILL IN THE FIELDS BELOW
Email Address
SECURITY QUESTIONS
In what city were you born?
In what city was your first job?
What is the middle name of your youngest child?
What was the make and model of your first car?
What was your high school mascot?
What is your oldest sibling’s birth-day month and year?
What was the last name of your 3rd grade teacher?
In what city does your nearest sibling live?
Choose a Security Question
Username
Password
FILL IN THE FIELDS BELOW
Email Address
SECURITY QUESTIONS
In what city were you born?
Enter your security answer
FILL IN THE FIELDS BELOW
SECURITY QUESTIONS
In what city were you born?
CHOOSE A SECURITY QUESTION
Kansas City
AT&T 11:56 AM
Back Create Account
AT&T 11:56 AM
Back Create Account
AT&T 11:56 AM
Back Create Account
AT&T 11:56 AM
Back Security Question
AT&T 11:56 AMAT&T 11:56 AM AT&T 11:56 AM
Create
PRODUCT BOX SHOTOR LOGO
If there is a page on dot com,then we bring that into the app.
ShareShare
Username
Password
Sign In
My Documents
EditMy Documents EditMy Documents EditMy Documents EditMy Documents
2014 2014 2014 2014 2014
2014
AT&T 11:56 AM
Tax Office client?
To see this years Tax Return, verify the last 4 digits of your SSN
VerifyCancel
Tax Year
2014Tax Year
Back My Documents
AT&T 11:56 AM
Tax Year 2014
Federal Tax ReturnPDF
Add
Have a new W-2? Receipt?Add a document or image
Return, no documentsDelete multiplesDelete single doc
Axure
24
Low Fidelity to High Fidelity
To use this feature you must log in or create an account
Sign In
Create an Account
Cancel
Back MenuMy DocumentsAT&T 11:56 AM
My Tax DocumentsTax Year 2014
Sprint (W-2)Desctiption they have added to the image and...
Desctiption they have added to the image and...
Add Documents
Day Care Receipt
Federal Tax Return
My Tax Returns
11/23/13
11/23/13
(W-2) added to the image and...
11/23/13
My Documents
+
DeleteEdit
Tips to take a good image
Make sure it is in focusThe area is well litCenter the documentAll 4 corners are visible
Receipt
Total
Add Image
Document Details
Replace Continue
When bring in image/documentOptions are back to cancel and Continue to keep document.
Aready added, click on in app.Edit, to edit the detailsReplace to do just that and trash to delete.
Title is inlineTax year is a new page, select and come backSame with Choose a CategoryNotes is inline
Add DocumentAdd DocumentAdd Document Edit Document
How you guys have it now is fine. Sign In takes them to the Sign in screen, and Create an Account opens the Create an Account screen.
OK has them fill out the info needed.
Choose from library opens libraryChoose from Document opens GDrive or Drop-box or Box, any document selection app
Still a wireframe -- This is only shown once, and just the first time they Choose a Photo
Take photo screen Cancel or use Photo
Next
AT&T 11:56 AM
Sign In
Forgot?
Username:
Password:
Create
AT&T 11:56 AM
Create an Account
Email:
Username:
Password:
Security Question
Security Answer:
Security
Account Details
Documents dashboard showing a Fed returncurrent tax year and documents uploaded.
CreateCreate an Account
2008 xx/xx/xxxx - xx/xx/xxxx
2009 xx/xx/xxxx - xx/xx/xxxx
2010 xx/xx/xxxx - xx/xx/xxxx
2011 xx/xx/xxxx - xx/xx/xxxx
2012 xx/xx/xxxx - xx/xx/xxxx
2013 xx/xx/xxxx - xx/xx/xxxx
2014 xx/xx/xxxx - xx/xx/xxxx
CreateCreate an Account Done
AT&T 11:56 AM
Categories
AT&T 11:56 AM
Tax Year
Choose a tax year Choose a Category
Uncatagorized
Income
Unemployment
W-2
1099
Interest
State Refund
Student Loans
Dividends
Student Expenses
Tax year chosen, then goes back Category chosen, then goes back
Customized Share screenIf
There are no imagesthen
Add pop up to show them what they can add
If User swipes then delete appears
thenuser can delete 1 item at a time
If User chooses Edit
thenuser can Mark all for deletion,and delete
About You Results
ResultsSame as current app’s details
without the dollar amount
Income Expenses
Tax Estimator
Single
SingleMarital Status
Looks like you are head of household
Birthdate:
Number of dependents in school full-time age 17-24 0
Number of dependents under 17 0
Estimated Refund
$0
Single
Your Estimated Refund is:
$700
Single
Salary & Wages
Interest Income Earned
Federal witholding
Unemployment
Self-Employment Income
Estimated Refund
$2100
Other income or lossnot listed above
Social Security Benefits
Nontaxable Combat Pay
Captial Gain or LossHeld one year or less
Captial Gain or LossHeld more then one year
Single
Student Loan Interest
Other post-secondarytuition
First Student
Second Student
Estimated Refund
$1200
Other adjustments
Energy efficient homeImprovements
Charitable contributions
Other itimized deductions
Annual child &dependent care costs
Federal QuarterlyEstimated Taxes Paid
Details
Based on the information you provided,
we recommend:
DIY 1040EZ
Lets get started!
Schedule
March 02, 2015
7:00 PM
1905 Main, Kansas City, MOMar
Bob Jones has an opening at:
2
CALL MAP
Back About You Back Estimate My TaxesBack Income Back ExpensesNext Next Next Done
Undergraduate Degree Expenses:
AT&T 11:56 AM AT&T 11:56 AMAT&T 11:56 AM AT&T 11:56 AM
Agile workflows with the developers
Before/After
Standards created
Style Guides
Specs and Assets
WHITESPACE
ACCORDANCE
VARIETY
COLOR
GRID
GOLDEN RATIO
BALANCE
MAGIC
USABILITYRAINBOWS
VARIETY
HIERACHY
TYPOGRAPHY
SYMMETRY
Testing
Sounds great, is there a breakdown
anywhere?
Oh yeah
#1 reason Getting UX buy in, to begin with
Communicating within the team, UX agile
Designing for all the different devices
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
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