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Transcript of Uxsg talk-wm
A TalkDec 20, 2012
Wolf!an! Maehr (@njyo)
The Choice is Yours
A. The difference between UX and Interface DesignA rant and academic excursion on the domains of what we do and why we need to educate more…
B. Dr. Flowlove or: How I Learned to Stop Worrying and Love to ZoomA look at wireframes, flow and how tools and mindsets shape our work…
Don't be a wimp,decide!
Know your users.
The Choice is Yours
A. The difference between UX and UI DesignA rant and academic excursion on the domains of what we do and why we need to educate more…
B. Dr. Flowlove or: How I Learned to Stop Worrying and Love to ZoomA look at wireframes, flow and how tools and mindsets shape our work…
UX vs. UI
“I am looking for a UI/UX.”
f
UI"… the space where interaction between humans and machines
occurs."
http://en.wikipedia.or!/wiki/User_interface
UX"… a momentary, primarily
evaluative feeling while interacting with a product or
service."
Marc Hassenzahl: User Experience (UX):Towards an Experiential Perspective on Product Quality
UX Model
Context
User
UserExperience
Prior ExperiencesPrior Expectations
Action
More ExperiencesModified Expectations
Motivation
System
UI
Based on Anu Kankainen. Thinkin! Model and Tools for Understandin! User Experience Related to Information Appliance Product Concepts.
Activities Affecting UX– Product strategy– Business and product plan– Field research– Face to face interviewing– Creation and administering of
tests– Gathering, organizing, and
presenting statistics– Documentation of personas and
findings– Product design– Feature writing– Requirement writing– Graphic arts– Interaction design
– Information Architecture– Usability– Prototyping– Interface layout– Interface design– Visual design– Taxonomy creation– Terminology creation– Copy writing– Presentation and speaking– Working tightly with
programmers– Brainstorm coordination– Company culture evangelism– Communication to stakeholders
Eric Flowers: UX is not UI
What They Want– Product strategy– Business and product plan – Field research– Face to face interviewing– Creation and administering of
tests– Gathering, organizing, and
presenting statistics– Documentation of personas and
findings– Product design– Feature writing– Requirement writing– Graphic arts– Interaction design
– Information Architecture– Usability– Prototyping– Interface layout– Interface design– Visual design– Taxonomy creation– Terminology creation– Copy writing– Presentation and speaking– Working tightly with
programmers– Brainstorm coordination– Company culture evangelism– Communication to stakeholders
Eric Flowers: UX is not UI
Who Does UX Design?
– Product Management– Engineering– Sales and Marketing– Support and Customer Service– Etc.
– Everybody affects the UX
Eric Flowers: UX is not UI
You only do UX Design if you are in a position where you can throw
out features and change the product.
Otherwise you do communication design…
…that's far from UX and often just putting lipstick on a pig
D
Dr. Flowlove
My Old Process…
m. Create a Navigation MapTo fi!ure out how a user navi!ates throu!h the app/site.
n. Hand-sketch various ideaso. Make Wireframes per screen/page
To lay out the information and define how thin!s work on the pa!e.
…
LA1: Home Page(spuul.com)
LA2: logged in (free)
LA3: logged in (premium)
LA2a/LA3a: first login
CL1: Clip Listing Page(spuul.com/popular)
SR1: Search Result Page(spuul.com/search)
CD1: Clip Detail Page(spuul.com/watch?clip=xyz)
CD2: resume
CD3: play clip
CD4: play trailer
CD5: special clip page
UA1: User Account Page(spuul.com/account)
ER1: Error 404 Page(spuul.com/404)
FA1: F.A.Q. Page(spuul.com/faq)
AC1: About & Contact Page(spuul.com/about)
TC1: Terms & Conditions Page(spuul.com/tnc)
O2: Registration Overlay
Progress Feedback Overlay
O1: Login Overlay
Progress Feedback Overlay
O3: Special Payment Overlay
Progress Feedback Overlay
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r
That’s Information Architecture…
not Interaction Design!
Enter Jakub Linowski
Interactive Sketching Notation
Jakub Linowski: Lar!e Canvas Flows + With References
Idea
1. Start with placeholder boxes for each screen (at 100% size)
2. Start with a rough outline and flow diagram from a eagle-eye perspective
3. Each screen has certain variations right next to it
4. Add more detail on each iteration
1 Use Case: User browses for a suitable RFQ to apply for.
a) finds a suitable RFQ and appliesb) finds nothing suitable and closes the
sitec) finds something interesting and
bookmarks it (notification)
Use Case: User posts an RFQ2
Use Case: User rates a transaction as the response to a mail.3
Use Case: User signs up to get to see RFQs.4
Use Case: User browses for BOs to order.5
User A: Owner of a small enterprise (supplier) specialising on providing a simple service, for example indoor painting. etc.Not too comfortable with using the internet, but does it because has to. Has an email account on yahoo.
A
User B: Employee at a larger enterprise taking care of the sales process and management. Specialising on providing a simple service, for supplying of snacks and beverages.Comfortable using the internet; has an email account with the company to be used for all work.
B
User C: Employee at a partner enterprise (e.g. DBS) that posts requirements but also may bid for RFQs sometimes. Managing certain amount of other users as well.Very comfortable using the internet; has an email account with the company to be used for all work.
C
User D: Employee at Sesami/SingTelD
1 user accesses the site Landing Page is displayed RFQ details are displayed
⁃ entering mybusiness.singtel.com/trading-board
⁃ accessing a bookmark
user accesses an RFQ on the site
user browses the RFQs and selects one
- by tags- by search- by listing
RFQ Page is displayeduser clicks on "show details" user clicks on "apply" user is redirected to partner site
user bookmarks the RFQ
user shares the RFQ via e-mail email client is opened with pre-written mail
RFQ is added to the user's bookmarks list
2 user accesses the site
⁃ searching for an RFQ⁃ being sent over from a partner site⁃ following the link on an email
⁃ entering mybusiness.singtel.com/trading-board
⁃ accessing a bookmark
Landing Page is displayed user clicks on post RFQ user is redirected to correct partner site user creates RFQ user clicks on "save" RFQ details are displayed
user submits RFQ confirmation emails to: supplier, customer
update Sesami RFQ:submissions and count
⁃ customer: list submissions in RFQ⁃ supplier: mark RFQ as submitted⁃ other: increase RFQ submission count
confirmation emails to: customer
3 supplier marks the transaction closed and rates it
⁃ entering mybusiness.singtel.com/trading-board
⁃ accessing a bookmark
RFQ closesconfirmation to applied
suppliers and bookmarks
RFQ is closing in 7 and 1 days
reminder emails to: supplier with bookmark
customer selects supplier for RFQ
confirmation emails to unsuccessful suppliers
confirmation email to successful suppliers
update Sesami to reflect the selection
archive RFQ
RFQ transaction is completed
email to customer to rate transaction
customer accesses RFQ and rates transaction
transaction is closed and ratings displayed
email sent to supplier with rating
4 user accesses the site
⁃ entering mybusiness.singtel.com/trading-board
⁃ accessing a link provided somewhere else
Landing or RFQ Page is displayed user clicks to sign up Signup Popup is displayed user fills details, agrees to T&Cs
and confirmsno: create new user
accountnew organisation?
yes: create organisation account
create new organisation administrator account
send account verification email
send account verification email user verifies email address activate account
user verifies email address send account check to organisation admin admin confirms? no: send rejection email
yes: activate account
Home Page is displayed
5 user accesses the site->TODO
⁃ entering mybusiness.singtel.com/trading-board
⁃ accessing a link provided somewhere else
event tri!!er
action performed by system
user action
pa!e displayed
HeaderSingTel Logout
Items Requiring Attention
logo
logo
logo
logo
Bookmarks
logo
logo
logo
logo
logo
logo
close
Suppliers Who Submitted a Bid:
logo
logo
logo
logo
logo
logo logo
logo
Similar Open RFQs
AWARDED
HeaderSingTel Logout
Most Relevant RFQs Search
logo
logo
logo
logo
logo
see all
Most Recent BOs Search
image
SGD 200
image
SGD 200
image
SGD 200
image
SGD 200
see all
Items Requiring Attention
logo
logo
logo
logo
Bookmarks
logo
logo
logo
logo
logo
Fusce dapibus, tellus ac cursus commodo, tortor mauris. Learn More
add new
add new
1 Use Case: User browses for a suitable RFQ to apply for.
a) finds a suitable RFQ and appliesb) finds nothing suitable and closes the
sitec) finds something interesting and
bookmarks it (notification)
Use Case: User posts an RFQ2
Use Case: User rates a transaction as the response to a mail.3
Use Case: User signs up to get to see RFQs.4
Use Case: User browses for BOs to order.5
User A: Owner of a small enterprise (supplier) specialising on providing a simple service, for example indoor painting. etc.Not too comfortable with using the internet, but does it because has to. Has an email account on yahoo.
A
User B: Employee at a larger enterprise taking care of the sales process and management. Specialising on providing a simple service, for supplying of snacks and beverages.Comfortable using the internet; has an email account with the company to be used for all work.
B
User C: Employee at a partner enterprise (e.g. DBS) that posts requirements but also may bid for RFQs sometimes. Managing certain amount of other users as well.Very comfortable using the internet; has an email account with the company to be used for all work.
C
User D: Employee at Sesami/SingTelD
1
3
4
5
RFQ Listing PageHome Page (logged in)HeaderSingTel Logout
Search
logo
logo
logo
logo
Items Requiring Attention
logo
logo
logo
logo
Bookmarks
logo
logo
logo
logo
logo
logo
logo
logo
logo
logo
logo
logo
only relevantAll RFQs
logo
logo
logo
Most relevant RFQs:- based on tag/category- new/unseen RFQs- soon ending RFQs
Items Requiring Attention:- Transactions that need
rating- RFQs that need a bidder
to be selected - …can be expanded later
Bookmarks:- RFQs and BOs that were
bookmarked
Expanded View of an RFQ
⁃ all most recent RFQs shown by default
⁃ filter by:- search- tags- categories- relevant RFQs (tags, etc.)
Landing Page (not logged in)HeaderSingTel Login
Opportunities
how this works
Fusce dapibus, tellus ac cursus commodo, tortor mauris condimentum nibh, ut fermentum. Signup
Our Strategic Partners
partner logo
partner logo
Most Recent RFQs Search
logo
logo
logo
logo
logo
see all
Most Recent BOs Search
image
SGD 200
image
SGD 200
image
SGD 200
image
SGD 200
see all
What Are Bulk Offers?
how BOs works
⁃ sales pitch and explanation at the top
⁃ call to action: signup- right panel has more sales
pitch
⁃ essential details of the RFQ- button unfolds and stays unfolded- title opens RFQ Detail Page- actions: apply, full details, bookmark,
share, report- display rating (if available) - TODO
RFQ Detail Page⁃ full details of the RFQ ⁃ target of any shared link⁃ actions: apply, full details,
bookmark, share, report- display related RFQs
HeaderSingTel Login
Search
logo
logo
logo
logo
logo
logo
logo
logo
logo
logo
logo
only relevantAll RFQs
Fusce dapibus, tellus ac cursus commodo, tortor mauris condimentum nibh, ut fermentum. Signup
Our Strategic Partners
partner logo
partner logo
RFQ Listing Page (not logged in)⁃ small signup banner
remains on top with call to action
⁃ right panel explains benefit of signup (bookmarks): sales pitch and logos
Similar Open RFQs
logo
Transaction Rating
logo
logo
Closed RFQ with Ratings- transaction rating, once it's available
HeaderSingTel Logout
Items Requiring Attention
logo
logo
logo
logo
Bookmarks
logo
logo
logo
logo
logo
logo
Similar Open RFQs
logo
logo
logo
logo
logo
Partner Site: Specific Page
User completed the bidding process for the FRQ on the customer site.
After the transaction is complete, the user gets to rate the transaction.
HeaderSingTel Logout
Items Requiring Attention
logo
logo
logo
logo
Bookmarks
logo
logo
logo
logo
logo
logo
logo
logo
logo
logo
PROCESSING
expand
Similar Open RFQs
logo
Transaction Rating
logo
transaction rating pending
public comment
private comment
save
Please rate the transaction:
Closed RFQ Pending Rating- request to rate transaction if not yet
rated
2 HeaderSingTel Logout
Most Relevant RFQs Search
logo
logo
logo
logo
logo
see all
Most Recent BOs Search
image
SGD 200
image
SGD 200
image
SGD 200
image
SGD 200
see all
Items Requiring Attention
logo
logo
logo
logo
Bookmarks
logo
logo
logo
logo
logo
Fusce dapibus, tellus ac cursus commodo, tortor mauris. Learn More
add new
add new
Partner Site: Specific Page
User completed the bidding process for the FRQ on the customer site.
After the transaction is complete, the user gets to rate the transaction.
⁃ direct link to the appropriate partner portal (single login) for appropriate partners
User submits bid:- send appropriate emails- register the FRQ to be bid
for (counter on RFQ, bidder history, etc.)
Suppliers Who Submitted a Bid:
logo
logo logo
logo
Similar Open RFQs
RFQ Detail for Partner- display all suppliers that have
submitted a bid
User creates RFQ:⁃ creates RFQ- generates confirmation
mail to author and organisation admin
⁃ full details of the RFQ - display bidders (count 0 in
the beginning)- display related RFQs- possibility to mark RFQ
closed
HeaderSingTel Logout
Items Requiring Attention
logo
logo
logo
logo
Bookmarks
logo
logo
logo
logo
logo
logo
Suppliers Who Submitted a Bid:
logo
logo
logo
logo
logo
Similar Open RFQs
no bids yet share
close
HeaderSingTel Logout
Most Relevant RFQs Search
logo
logo
logo
logo
logo
see all
Most Recent BOs Search
image
SGD 200
image
SGD 200
image
SGD 200
image
SGD 200
see all
Items Requiring Attention
logo
logo
logo
logo
Bookmarks
logo
logo
logo
logo
logo
Fusce dapibus, tellus ac cursus commodo, tortor mauris. Learn More
add new
add new
Home Page (logged in)
Home Page (logged in)⁃ direct link to the open
transactions⁃ allows user to mark the
transaction as closed> transaction is only
closed after the rating is submitted
HeaderSingTel Logout
Items Requiring Attention
logo
logo
logo
logo
Bookmarks
logo
logo
logo
logo
logo
logo
logo
logo
logo
logo
PROCESSING
expand
Similar Open RFQs
logo
Transaction Rating
logo
transaction rating pending
public comment
private comment
save
Please rate the transaction:
reopen
⁃ user marks the transaction as closed
- user submits rating for the transaction
> email is sent to the other party
If both parties have rated the transaction, it is archived> email will be sent to both
parties
RFQ Detail Page (own, no bids)
RFQ Detail Page (awarded) RFQ Detail Page (rating pending)
HeaderSingTel Logout
Most Relevant RFQs Search
logo
logo
logo
logo
logo
see all
Most Recent BOs Search
image
SGD 200
image
SGD 200
image
SGD 200
image
SGD 200
see all
Items Requiring Attention
logo
logo
logo
logo
Bookmarks
logo
logo
logo
logo
logo
Fusce dapibus, tellus ac cursus commodo, tortor mauris. Learn More
add new
add new
HeaderSingTel Login
Opportunities
how this works
Fusce dapibus, tellus ac cursus commodo, tortor mauris condimentum nibh, ut fermentum. Signup
Our Strategic Partners
partner logo
partner logo
Most Recent RFQs Search
logo
logo
logo
logo
logo
see all
Most Recent BOs Search
image
SGD 200
image
SGD 200
image
SGD 200
image
SGD 200
see all
What Are Bulk Offers?
how BOs works
Landing Page (not logged in)
Home Page (logged in)TODO
Signup
name
minimum 8 characters, uppercase and lowercase
Sorry, that email address is already in use, shall we send a password reminder?
repeat password
Enter your name
Your organisation email
Choose a password
Login or retrieve password
SignupCancel
I agree to the terms and conditions.
Do we need a "agree to terms and conditions" checkbox?
Do we need anything else than email, password and username?
Do we need a username?
⁃ do verification logic (considering if this is a new organisation or no)
user clicks on verificationItems Requiring Attention
logo
logo
logo
logo
Bookmarks
logo
logo
logo
logo
logo
HeaderSingTel Logout
pic Edit
logo
User's RFQs Search
logo
logo
logo
logo
logo
see all
Signup My Profile (todo)
archived: success
Display Options
Show/Hide Interactions
Show/Hide Comments
Users
User A: Owner of a small enterprise (supplier) specialisin! on providin! a simple service, for example indoor paintin!. etc.Not too comfortable with usin! the internet, but does it because has to. Has an email account on yahoo.
A
B User B: Employee at a lar!er enterprise takin! care of the sales process and mana!ement. Specialisin! on providin! a simple service, for supplyin! of snacks and bevera!es.Comfortable usin! the internet; has an email account with the company to be used for all work.
C User C: Employee at a partner enterprise (e.!. DBS) that posts requirements but also may bid for RFQs sometimes. Mana!in! certain amount of other users as well.Very comfortable usin! the internet; has an email account with the company to be used for all work.
D User D: Employee at Sesami/Sin!Tel
Chan!elo!
2012-09-12: Version 1.1Completed the Si!nup, User Profile and User Mana!ement details. Only Bulk Purchase missin!
User Cases
Use Case #1: User browses for RFQs to apply for. (A, B, C)a) finds a suitable RFQ and appliesb) finds nothin! suitable and closes the sitec) finds somethin! interestin! and bookmarks it (notification)
#1
Use Case #2: User posts an RFQ. (C)#2
Use Case #3: User rates a transaction. (A, B, C)a) by accessin! the pa!e and selectin! to rateb) by followin! the request in a mail
#3
Use Case #4: User si!ns up to !et to see RFQs and BOs. (A, B, C)a) new or!anisationb) existin! or!anisation — approved userc) existin! or!anisation — user not approved
#4
Use Case #5: User browses for BOs to order. (A, B, C)a) finds a suitable o"er and bidsb) finds nothin! suitablec) finds somethin! suitable and bookmarks it
#5
Le!end
Screen or pa!e name and IDHO1a: Home Pa!e
HO1a Go to screen
a.1 Activate action
Touchpoint
Connection line between screens
t.1 Transition animation
CommentLorem ipsum dolor sit nuc arbitor domii ess…
#1 Use case start and end
send emailuser, admin Actions performed in the backend
decision?
user clickslink in email
tri!!er event
Actions performed by the user
Conditional statement: Yes or no?
An event tri!!er in the back!round
Use Case #6: User chan!es details (A, B, C)a) name, picture, desi!nationb) emailc) password
#6
Use Case #7: Mana!e or!anisation (A, C)a) promote/demote/delete other userb) chan!e or!anisation information
#7
Use Case #8: Close account. (A, B, C)a) re!ular userb) last adminc) last overall user (admin)
#8
Use Case #9: User posts a Bulk O"er. (A, B, C)#9
Use Case #10: User checks status of Bulk O"er. (A, B, C)#10
2012-09-05: Version 1.0Mer!ed the Uses Case Flow and the Pa!e Schematics into this sin!le canvas. Completed most of the flow, only Si!nup, User Profile and User Mana!ement details missin!.
Back!round Processes
RFQ/BO is closin!in 7 days
reminder email to users that havenot applied but have bookmarked
RFQ/BO is closin!in 1 day
reminder email to users that havenot applied but have bookmarked
RFQ/BO closes confirmation to all users thatapplied and bookmarked
mark RFQ as closed
RFQ is awarded
mark RFQ as awarded anddisplay awardee
mail successful supplier
mail all other,unsuccessful suppliers
!oods marked as shipped
!oods shipped mailto all orders
BO is complete mail to supplierdisplay status
mail to all ordersdisplay status
update BO statussuccess or failed
2012-09-13: Version 1.2Completed the overall processes.Questions: Do we need the UEN on re!istration? Do we need to support a shoppin! cart concept ri!ht now?
States for RFQs
open User A creates the RFQ
(fresh) (fresh)
User B (and more) bid for the RFQ
RFQ ended, pendin! awardin!
User A User B Other Users
open
submitted
(fresh)
(bookmarked)
closed(pendin! awardin!)
RFQ awarded
(pendin! awardin!)
processin!
(awarded)
RFQ marked complete and rated by one side
processin!
ratedpendin!ratin!
archived
archived
RFQ rated by both sidesarchived
States for BOs
open User A creates the BO
(fresh) (fresh)
User A User B Other Users
(fresh)
User B (and others) buyopen
purchased (bookmarked)
Case 1: The buyer tar!et is matchedclosedpendin! deliverysuccess
archived: success
User A ships the !oodsclosed
shippedpendin!ratin!
archived: success
User B receives the !oods and rates the transaction
archived: fail
Case 2: The buyer tar!et is not matched, User B to be refunded
closed
User B receives the refund
pendin! refund
archived: fail
fail
closedpendin!ratin!
archived: success All participants have received the !oods and rated the transaction
closed
fail
archived: fail All users have received the refund
2012-09-17: Version 1.3Added explanation of the states for RFQs and BOs.
(not awarded || default)
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User browses for RFQs to apply for.User Type: A, B, C
User posts an RFQ via Sesami portalUser Type: C
User rates a transaction.User Type: A, B, C
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User Actions:> browse/filter by: ta!, search, listin!, all/relevant,
postin! date (default), closin! date> click on "expand" will expand> click on RFQ title opens RFQ Detail Pa!e> click on lo!o or author opens Or!anisation Pa!e> click on ta!s and cate!ories,open RFQ Listin! pa!e
with matchin! criteria –––Lo!ic: RFQ Listin!:- sortin!: closest first (di"erent per filter)- display 20 entries per pa!e
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how BOs works
User Actions:> si!nup (main focus)> lo!in–––Display:– sales pitch and explanation at the top– direct list of benefits in the ri!ht panel
User Actions:> bookmark, report, share via pre-written email or LinkedIn> apply opens Partner Site> full details opens RFQ Detail Pa!e–––Lo!ic:- button unfolds and stays unfoldedDisplay:– essential details of the RFQ– user ratin! (if available)
User Actions:> report, share via email/LinkedIn, bookmark> apply–––Display:– full details of the RFQ (terms and conditions, etc.)– attachments—ToDo– 5 related open RFQs
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User Actions:– as otherwise plus si!nup–––Display:- small si!nup banner remains on top with call to actionri!ht panel explains benefit of si!nup (bookmarks): sales pitch and lo!os
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Transaction Rating
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Display:- transaction ratin!s, once available
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Partner Site: Specific Page
User completed the bidding process for the FRQ on the customer site.
After the transaction is complete, the user gets to rate the transaction.
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transaction rating pending
public comment
private comment
save
Please rate the transaction:
User Actions:> rate and save/cancel–––Display:- request to rate closed transaction (if missin!)- ratin! based on involved role
Lo!ic:– direct link to the appropriate partner portal (sin!le lo!in) for all partners
User Actions:> submit bid–––Lo!ic:– directly open appropriate pa!e (sin!le si!n-in)– send appropriate emails– re!ister the FRQ to be bid for
Suppliers Who Submitted a Bid:
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Display (for Partner postin! RFQ):- all suppliers that have submitted a bid- hi!hli!ht the supplier that was chosen
User Actions:> possibility to mark RFQ closed–––Display:– full details of the RFQ – all bidders (owner or!anisation)– bid count, startin! with 0 (for all other users)– 5 related open RFQs
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Suppliers Who Submitted a Bid:
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User Actions:> click on close opens the ratin! box–––Lo!ic:– transaction is only closed after the ratin! is submitted
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transaction rating pending
public comment
private comment
save
Please rate the transaction:
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User Actions:> set ratin!s for the counterpart> save the ratin! and mark the transaction as closed–––Lo!ic:– email is sent to the other partyDisplay:– own ratin! (by counterpart) is only visible once both sides have rated
User Actions:> browse by: ta!, search, listin!> click on RFQ: ima!e, title, author, expand–––Lo!ic: Most relevant RFQs:- new/unseen RFQs + soon endin! RFQs based on
previous ta!/cate!ory
Lo!ic: Items Requirin! Attention:- own closed RFQs that lack need a bidder selection- transactions pendin! ratin!- etc.
Lo!ic: Bookmarks:- RFQs and BOs that were bookmarked
– partner: list submissions in RFQ– supplier: mark RFQ as submitted– others: increase RFQ submission counter
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User Actions:> create RFQ–––Lo!ic:– send appropriate emails– hittin! "save" leads directly to the RFQ Detail Pa!e
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Lo!ic:– the ri!ht column has direct links for open transactions
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Suppliers Who Submitted a Bid:
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AWARDED
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CLOSED
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User's RFQs Search
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Preliminary Profile, we are waitin! for [email protected] to accept your account.
User Actions:> edit and enter user and or!anisation details, picture, etc.
User Actions:– waitin! for confirmation email.
HO1: Home Pa!e: lo!!ed in
RL1: RFQ Listin! Pa!e
RLa: RFQ Listin! Expanded View
RD: RFQ Detail Pa!etar!et of any shared link
HO1: Home Pa!e: lo!!ed in
User Actions:> lo!in> retrieve password–––Lo!ic:– directly open the ri!ht lo!in pa!e (dependin! on user a#liation)
PS2: Partner Site: Lo!in
Partner Site: Login
User logs into the partner portal.
PS3: Partner Site: RFQ Postin! Pa!e
Partner Site: RFQ Posting Page
User posts the RFQ on the partner portal.
After the posting is done, the user gets to see the posting on the Sesami portal.
RDd: RFQ Detail Pa!e: own, no bids
HO1: Home Pa!e: lo!!ed in
RDe: RFQ Detail Pa!e: awarded RDf: RFQ Detail Pa!e: ratin! pendin!
User Actions:> n/a–––Lo!ic:– when both parties have rated the transaction, the RFQ is archived and a email sent to both partiesDisplay:– public ratin!s of both sides
RD!: RFQ Detail Pa!e: ratin! !iven
User Actions:> reopen the ratin! (possible until counterpart sets ratin!)> resend ratin! mail–––Lo!ic:– email is sent to the other partyDisplay:– !iven ratin!– own ratin! (by counterpart) is only visible once I save my ratin!.
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transaction rating pending
Please rate the transaction:
reopen
Public Rating:
Private Comment:
User si!ns up to !et to see RFQs and BOs.User Type: A, B, C
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how BOs works
User Actions:> click on si!nup> lo!in–––Display:– sales pitch and explanation at the top– direct list of benefits in the ri!ht panel
HO2: Landin! Pa!e: not lo!!ed in
Signup
name
minimum 8 characters, uppercase and lowercase
Sorry, that email address is already in use, shall we send a password reminder?
repeat password
Enter your name
Your organisation email
Choose a password
Login or retrieve password
SignupCancel
I agree to the terms and conditions.
User Actions:> enter name, email, password and T&C confirm–––Lo!ic:– validation lo!ic– or!anisation set-up lo!ic
OS: Si!nup Overlay
Login
email or username
Signup or retrieve password
password
Login
Sorry, your login details were incorrect. Need a password reminder?
Cancel
OS: Lo!in Overlay OPa: Password Retrieval Overlay
Retrieve Password
email or username
Sorry, the email provided does not exist in our records. Try another one or signup instead.
Login or signup
Send PasswordCancel
BL1: BO Listin! Pa!e
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User Actions:> click on BO> click on search or "see all"> click on "add new" to create a new BO–––Display:– list of most relevant bulk o"ers– explanation of how the BOs workLo!ic:– show BOs that are about to close soon with ta!s matchin! the user's interests*
HO1: Home Pa!e: lo!!ed in
User Actions:> browse/filter by: ta!, search, listin!, all/relevant,
postin! date (default), closin! date> click on BO to open BO Detail Pa!e> add BO to bookmarks> click on lo!o or author opens Or!anisation Pa!e> click on ta!s and cate!ories,open RFQ Listin! pa!e
with matchin! criteria –––Display:- display 20 entries per pa!eLo!ic:- sortin!: closest first (di"erent per filter)
BD: BO Detail Pa!e
User Actions:> buy Bulk O"er> report, share via email/LinkedIn, bookmark–––Display:– full details of the BO: – Product ima!e & details: – Total no. of items available/ordered per deal – min. order no. for deal to be valid, number of – discount percenta!e to standard retail price – expiry date/time – Product validity conditions – Supplier's T&Cs – Customers Reviews (only if this is a repeat o"er)– 5 related open BOs
Partner Site: Specific Page
User completed the bidding process for the FRQ on the customer site.
After the transaction is complete, the user gets to rate the transaction.
PG: Payment Gateway
User Actions:> enter payment details–––Lo!ic:– directly to payment service dependin! on the user choice
a) re!ular userb) last adminc) last user overall
User chan!es detailsUser Type: A, B, C#6
Mana!e or!anisationUser Type: A, C#7
Close accountUser Type: A, B, C#8
User posts a Bulk O"erUser Type: A, B, C#9
User checks status of Bulk O"erUser Type: A, B, C#10
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User Actions:> click on name of the user–––Display:– display name and or!anisation in top ri!ht close to lo!out
HO1: Home Pa!e: lo!!ed in
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Items Requiring Attention
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User Actions:> click on "new Bulk O"er"–––Display:– list of Bulk O"ersLo!ic:– show most relevant BOs first
HO1: Home Pa!e: lo!!ed in
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Items Requiring Attention
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User Actions:> click on–––Display:– list Lo!ic:– show
HO1: Home Pa!e: lo!!ed in
PR1: My Profile Pa!e
User Actions:> edit details> chan!e password> choose to mana!e the or!anisation> browse previous transactions> delete account–––Display:– picture, name, desi!nation, or!anisation with ratin!s– re!istered email– previous transactions– current transactions
PR1a: Edit My Profile Pa!e
User Actions:> chan!e name, desi!nation, picture> chan!e email> chan!e password
OM: Or!anisation Mana!ement Pa!e
User Actions:> promote user> demote user> delete user> create user> chan!e or!anisation details–––Display:– or!anisation details: address, contact– re!istered users– previous transactions– current transactionsLater:– Display ratin! of transaction based on the specific
users (for service quality transparency)
Items Requiring Attention
Bookmarks
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no bookmarks yet:explain section
no items yet:explain section
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Manage
delete account
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email email Save
Savepassword password
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Users Ratings
make admin deletemake admin deletemake admin deletemake admin deletemake admin deletemake admin deletemake admin deletemake admin delete
Items Requiring Attention
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add
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OMa: Or!anisation Edit Pa!e
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only relevantAll BOs
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logo
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Open
BDa: BO Detail Order Section
User Actions:> indicate quantity> edit shippin! and billin! info (pre-populated)> select payment method: GIRO/Credit Card–––Display:– unit price and total price– shippin! and billin! address
OR: Order Review Pa!e
how does it work/order? expand
order summary
pay with GIRO
shipping infoedit
pay with CC
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confirm
shipping info
edit
order summary
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User Actions:> confirm payment–––Lo!ic:– send appropriate emails– re!ister the BO o"er
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details
details
details
TitleDescription
details
ImagesQuantity Max quantity
Cost Reg Cost
SaveCancel
BD: BO Detail Pa!e
User Actions:> buy Bulk O"er> report, share via email/LinkedIn, bookmark–––Display:– full details of the BO: – Product ima!e & details: – Total no. of items available/ordered per deal – min. order no. for deal to be valid, number of – discount percenta!e to standard retail price – expiry date/time – Product validity conditions – Supplier's T&Cs – Customers Reviews (only if this is a repeat o"er)– 5 related open BOs
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how does it work/order? SGD 200
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see all
logo
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logo
Open
BD: BO Detail Pa!e
User Actions:> buy Bulk O"er (if open)> mark shipped (if closed)> mark delivered and rate (if shipped)> report, share via email/LinkedIn, bookmark–––Display:– status: 1. open 2. closed: success or failed 3. shipped 4. complete/archived– full details of the BO: – Product ima!e & details: – Total no. of items available/ordered per deal – min. order no. for deal to be valid, number of – discount percenta!e to standard retail price – expiry date/time – Product validity conditions – Supplier's T&Cs – Customers Reviews (only if this is a repeat o"er)– 5 related open BOs
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image
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how does it work/order? SGD 200
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image
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Open
BDc: BO Detail Pa!e: shipped
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Bookmarks
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image
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Edit
public comment
private comment
save
Please rate the transaction:
reopen
User Actions:> mark delivered and rate (if shipped)> report, share via email/LinkedIn, bookmark–––Display:– status: 3. shipped– full details of the BO: – Product ima!e & details: – Total no. of items available/ordered per deal – min. order no. for deal to be valid, number of – discount percenta!e to standard retail price – expiry date/time – Product validity conditions – Supplier's T&Cs – Customers Reviews (only if this is a repeat o"er)– 5 related open BOs
BO archivin! emailsupplier + partner
user accesses the RFQvia email URL (or site)
user accesses the siteURL or bookmark
user accesses the siteURL or bookmark
user accesses the siteURL or bookmark
#1
#2
#3a
counterpart accesses the RFQvia email URL (or site)
user accesses the siteURL or bookmark #4
is this anew or!anisation based
on email?
confirmation emailssupplier, partner
email to user or!:poster + admin
email to counterpart
RFQ archivin! emailsupplier + partner
HO2
HO2: Landin! Pa!e: not lo!!ed in
HO1
expand to RLa
HO2
PR1
report
bookmark
share
PS1RDa: Closed RFQ with Ratin!s
RDb: Closed RFQ with Pendin! Ratin!
RDc: RFQ Detail for Partner
PS1: Partner Site: RFQ Application
RD update RFQ pa!esubmissions and count
user accesses an RFQ on the siteGoo!le search, partner site, email link
User browses for RFQs to apply for.User Type: A, B, C#1
RL2: RFQ Listin! Pa!e: not lo!!ed in
RDe RDf
RDh: RFQ Detail Pa!e: ratin!s complete
user accesses the RFQvia email URL (or site)
TC
HO1
Password Sent
You should have received a mail with a reset link for your password on [email protected]. Go to your webmail.
Ok
OPb: Password Sent Overlay
send accountverification email
user verifies email addressby clickin! on a link
yes: createor!anisation account
define useror!anisation admin
activate account
no: send account valida-tion email to or! admin
adminconfirms the user as or!
member?
yes: activate account,email confirmation to user
user accesses the siteemail link, URL or bookmark
no: send rejection email
PR2c: My Or!anisation Profile: new
PR1b: My Profile: pendin! or! approval
user accesses the siteURL or bookmark
User browses for BOs to order.User Type: A, B, C#5
a
c
#3b
#4a
#4b
#4c
PR2
user accesses the siteURL or bookmark
send accountverification email
user verifies email addressby clickin! on a link
b
save
save
chan!e status
deletecreate new
user clicks on "mana!e"
User Actions:> chan!e values–––Display:– or!anisation details: address, contact– re!istered users– previous transactions– current transactionsLater:– Display ratin! of transaction based on the specific
users (for service quality transparency)
user clicks on "close account"
user is last admin? no: re!ular user or adminshow confirmation #8a
yes: other users still on the system?
no: delete or!anisationshow confirmation#8c
Close Account?
Are you sure you want to close your account?
Close AccountCancel
OD1: Delete Overlay
send confirmation email
HO2
OD3: Delete Or! Overlay
Close Account and Organisation?Closing your account will also disable your organisation from the system? Its records will remain, but it will be
marked as closed.
Close OrganisationCancel
OD3: Delete Or! Overlay
yes: nominate adminshow confirmation #8b
Close Account?If you close your account, you will have to nominate a
new admin:
Close AccountCancel
John Doe
PR1
PR1
PR1
send confirmation email
BD
user accesses the siteURL or bookmark
BN: New Bulk O"er
User Actions:> fill all o"er details> save/cancel–––Display:– recommended extra orders
BDb: BO Own Detail Pa!e: fresh
User Actions:> edit Bulk O"er> report, share via email/LinkedIn, bookmark–––Display:– full details of the BO: – Product ima!e & details: – Total no. of items available/ordered per deal – min. order no. for deal to be valid, number of – discount percenta!e to standard retail price – expiry date/time – Product validity conditions – Supplier's T&Cs – Customers Reviews (only if this is a repeat o"er)– 5 related open BOs
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– closed– delivered/archived– open– pendin!
WM: Do we need the UEN?
Thoughts– Need to get over the 100% zoom level
– I spend too much time in the tool… I should only use the tool to document my thoughts– I usually only billed for the time that it takes me to create the
deliverables.
– The iterative approach helps to add more detail
– It takes longer
– Difficult to hand over as it is a non-linear document
– I found many flaws in the flow that went unnoticed in my old approach
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