h&r block’s office locator overhaul designed by jonathan heavner developed by infusion
TRANSCRIPT
H&R Block’s Office Locator Overhaul
Designed by Jonathan HeavnerDeveloped by InFusion
www.tenpixel.com/portfolio
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Office Locator• The Office Locator(OL) for H&R Block is a complex system managed by an
internal Business Unit (BU) within the company. The BU manages the business rules database and is the point of contact to the vendor who is in charge of hosting and development through Microsoft mappoint services.
The following slides are screenshots of the OL from 2007 to 2009.
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Office hours page – In detail
Business Rules:List of services provided by the individual tax office.
Tax Pro Finder:Appointment and Tax Pro finder service managed by another BU.
Mappoint:Mini-map with default controls.
Address/Hrs:Office address & and hours (dynamically changes during tax season)
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Office Locator review• The OL received a varying degree of feedback from clients, tax offices and
franchise owners throughout these years… most of it was negative (clunky interface, loading separate pages, not intuitive). It was clear that OL needed attention, during the summer of 2009 the web team collaborated with the BU and vendor over the span of roughly 2 months from wireframe meetings to development and testing.
The following slides cover the overhaul of the new OL
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• The first thing that needed to be addressed was the flow of OL. Before offices would display with links below each address (in an accordion). These links would take the user to another page of content which introduced a sort of disconnect from the OL, users felt like they were leaving the site.
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Keeping the OL contained on one page meant breaking up the flow into frames of what would be visible and interactive to the user.
Frames that need to be in place:• Office listings• Search controls• Map
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Office listings1.2.3.4.5.
Search controls(find a new office)
Map(interactive map with push-pin overlays for each office location)
Positioning each frame
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Office listings1.2.3. Selected office4.5.
Search controls(find a new office)
Map
Frame interaction
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Office info Make an appt. Services
Overlay window with tabs
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Frame interaction (Office selected in the listing frame, and positioned on the map with window overlay – Office Info tab opens by default).
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Office Services: overlay window dynamically populated with services provided by the selected office (listed services as links in the top frame, full description listed in the bottom frame – window is a fixed size)
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Frame interaction (After a Starting Direction is entered the map displays the full route visually and the listings frame shows detailed driving directions ).