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Richard Halford NUX Leeds 22 January 2015 Northern User Experience Leeds Can design constraints be freeing and creative freedom constricting? And how do you start with a blank sheet of paper?

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Page 1: NUX Leeds - January 22nd - Can design constraints be freeing and creative freedom constricting? by Richard Halford, IBM

Richard Halford NUX Leeds 22 January 2015

Northern User ExperienceLeeds

Can design constraints be freeing and creative freedom constricting?

And how do you start with a blank sheet of paper?

Page 2: NUX Leeds - January 22nd - Can design constraints be freeing and creative freedom constricting? by Richard Halford, IBM

- About me

- The pleasure of constraintsFNB Cellphone Banking

- Learning from my failures COPFS

- The joy and art of visioningNational Grid

- Summary, questions and discussion

Northern User ExperienceLeeds

Page 3: NUX Leeds - January 22nd - Can design constraints be freeing and creative freedom constricting? by Richard Halford, IBM

Disclaimer

Northern User ExperienceLeeds

“These are my views, experiences and opinions on my work and do not reflect those of my current or former employers

or clients in any way.”

Page 4: NUX Leeds - January 22nd - Can design constraints be freeing and creative freedom constricting? by Richard Halford, IBM

1976

Northern User ExperienceLeeds

2002

8 years

7 months

7 years

1998 - 9

Page 5: NUX Leeds - January 22nd - Can design constraints be freeing and creative freedom constricting? by Richard Halford, IBM

Northern User ExperienceLeeds

The pleasure of constraintsCellphone Banking

Page 6: NUX Leeds - January 22nd - Can design constraints be freeing and creative freedom constricting? by Richard Halford, IBM

Vision and brief history

- Must work on 10 year old legacy devices (as of 2005)

- Banking for the unbanked

- Go live in 100 days in 2005

- Offer core banking with m-commerce and mobile payments

- SMS and USSD

- Selling airtime, electricity and even traffic fines

- Approximately R70 mill a year (£4 mill) as at 2007

- June 2007 = 340,400 subscribers

Northern User ExperienceLeeds

Page 7: NUX Leeds - January 22nd - Can design constraints be freeing and creative freedom constricting? by Richard Halford, IBM

Constraints

- SMS and USSD as bearers

- SMS - 160 chars

- USSD max 2 min session @ R0.1c per second

- 10 year old handsets

- Transaction limits and session time outs

- Fraud

- Off bearer authentication of MOPIN

- English only

- Help

Northern User ExperienceLeeds

Page 8: NUX Leeds - January 22nd - Can design constraints be freeing and creative freedom constricting? by Richard Halford, IBM

Northern User ExperienceLeeds

N70

Page 9: NUX Leeds - January 22nd - Can design constraints be freeing and creative freedom constricting? by Richard Halford, IBM

Options Exit

Northern User ExperienceLeeds

N70

Page 10: NUX Leeds - January 22nd - Can design constraints be freeing and creative freedom constricting? by Richard Halford, IBM

*120*321#

Options Exit

Northern User ExperienceLeeds

N70

Page 11: NUX Leeds - January 22nd - Can design constraints be freeing and creative freedom constricting? by Richard Halford, IBM

*120*321#FNB :-) Welcome to FNB Cellphone Banking. Please select reply/answer on your cellphone and key in your 5 digit MOPIN.

Options Exit

Northern User ExperienceLeeds

N70

Page 12: NUX Leeds - January 22nd - Can design constraints be freeing and creative freedom constricting? by Richard Halford, IBM

*120*321#FNB :-) Welcome to FNB Cellphone Banking. Please select reply/answer on your cellphone and key in your 5 digit MOPIN.

FNB1. Prepaid2. Banking3. LOTTO4. Send Money5. Soccer66. International7. Electricity8. Traffic Fines9. Options

Options Exit

Northern User ExperienceLeeds

N70

Page 13: NUX Leeds - January 22nd - Can design constraints be freeing and creative freedom constricting? by Richard Halford, IBM

*120*321#FNB :-) Welcome to FNB Cellphone Banking. Please select reply/answer on your cellphone and key in your 5 digit MOPIN.

FNB1. Prepaid2. Banking3. LOTTO4. Send Money5. Soccer66. International7. Electricity8. Traffic Fines9. Options

FNB1. Send Money2. View History3. Lower Limit4. View Fees9. Options

Options Exit

Northern User ExperienceLeeds

N70

Page 14: NUX Leeds - January 22nd - Can design constraints be freeing and creative freedom constricting? by Richard Halford, IBM

*120*321#FNB :-) Welcome to FNB Cellphone Banking. Please select reply/answer on your cellphone and key in your 5 digit MOPIN.

FNB1. Prepaid2. Banking3. LOTTO4. Send Money5. Soccer66. International7. Electricity8. Traffic Fines9. Options

FNB1. Send Money2. View History3. Lower Limit4. View Fees9. Options

FNBPlease select reply/answer and key in the cellphone number you wish to send money to.

Options Exit

Northern User ExperienceLeeds

N70

Page 15: NUX Leeds - January 22nd - Can design constraints be freeing and creative freedom constricting? by Richard Halford, IBM

*120*321#FNB :-) Welcome to FNB Cellphone Banking. Please select reply/answer on your cellphone and key in your 5 digit MOPIN.

FNB1. Prepaid2. Banking3. LOTTO4. Send Money5. Soccer66. International7. Electricity8. Traffic Fines9. Options

FNB1. Send Money2. View History3. Lower Limit4. View Fees9. Options

FNBPlease select reply/answer and key in the cellphone number you wish to send money to.

FNBPlease select reply/answer and key in an amount of R<Min Amount> or more you wish to send. Max amount = R<Max Amount>.

Options Exit

Northern User ExperienceLeeds

N70

Page 16: NUX Leeds - January 22nd - Can design constraints be freeing and creative freedom constricting? by Richard Halford, IBM

Our approach

- 2,500+ SMS and USSD system messages

- 9 Level USSD menu with with Prepaid and Banking always at the top and never changed - everything else was flexible

- Session resumption

- Studied our analytics

- fuzzy logic to interpret spellings - reviewed weekly

- test, test and test some more

Northern User ExperienceLeeds

Page 17: NUX Leeds - January 22nd - Can design constraints be freeing and creative freedom constricting? by Richard Halford, IBM

- Buy Prepaid Airtime for yourself or someone else (Vodacom, MTN, Cell C, Virgin Mobile, 8ta)

- Buy Vodacom data bundles, SMS bundles and Big Bonus Vouchers

- Buy Prepaid Airtime for people living in other countries

- Set-up Prepaid Scheduled Top-Ups

- Buy Prepaid Electricity (Eskom and selected municipalities)

- Check balances on one or all of your accounts

- Get a mini statement

- Transfer money between your own FNB accounts (e.g. from your Smart Account to your Savings Account)

- Make third party payments to pre-defined beneficiaries

- Apply for FNB Loan

- Pay Traffic Fines

Northern User ExperienceLeeds

What else you can do with a cellphone

Page 18: NUX Leeds - January 22nd - Can design constraints be freeing and creative freedom constricting? by Richard Halford, IBM

Northern User ExperienceLeeds

Image: © Chris Malcolm

Learning from my failuresCOPFS

Page 19: NUX Leeds - January 22nd - Can design constraints be freeing and creative freedom constricting? by Richard Halford, IBM

Vision and brief history

To build a custom case management system for the prosecution service to replace the existing custom solution

Northern User ExperienceLeeds

Page 20: NUX Leeds - January 22nd - Can design constraints be freeing and creative freedom constricting? by Richard Halford, IBM

Challenges

- scale, complexity, technology, requirements up front, on going business change

- design is a silo = death - design is a whole team activity- learn the technology and understand the architecture - get dirty with data models

- Failed to design out complexity - tried to design it all 

- Expectation setting

- Agile practice enabled me/us to fail fast

- State and session management

Northern User ExperienceLeeds

Page 21: NUX Leeds - January 22nd - Can design constraints be freeing and creative freedom constricting? by Richard Halford, IBM

COPFS Demo

Northern User ExperienceLeeds

Page 22: NUX Leeds - January 22nd - Can design constraints be freeing and creative freedom constricting? by Richard Halford, IBM

Northern User ExperienceLeeds

The joy and art of visioningNational Grid

Page 23: NUX Leeds - January 22nd - Can design constraints be freeing and creative freedom constricting? by Richard Halford, IBM

Vision and brief history

- 6 weeks to visualise an art of the possible gas control room interface for managing and running the day to day trading desk operations of the UK gas network

- Present this vision as part of requirements stream to National Grid senior leadership team

Northern User ExperienceLeeds

Page 24: NUX Leeds - January 22nd - Can design constraints be freeing and creative freedom constricting? by Richard Halford, IBM

Challenges

- 6 weeks to present a new vision for the gas trading desk system

- Re-imagine a new way of working with information for the traders

- No constraints

Northern User ExperienceLeeds

Page 25: NUX Leeds - January 22nd - Can design constraints be freeing and creative freedom constricting? by Richard Halford, IBM

My approach

- Who

- Where

- When

- What

- Why… and how…

Northern User ExperienceLeeds

Page 26: NUX Leeds - January 22nd - Can design constraints be freeing and creative freedom constricting? by Richard Halford, IBM

Where

Page 27: NUX Leeds - January 22nd - Can design constraints be freeing and creative freedom constricting? by Richard Halford, IBM

WhereWhen

Page 28: NUX Leeds - January 22nd - Can design constraints be freeing and creative freedom constricting? by Richard Halford, IBM

WhereWhenWhat

Page 29: NUX Leeds - January 22nd - Can design constraints be freeing and creative freedom constricting? by Richard Halford, IBM

WhereWhenWhatWhat

Page 30: NUX Leeds - January 22nd - Can design constraints be freeing and creative freedom constricting? by Richard Halford, IBM

WhereWhenWhatWhat

Page 31: NUX Leeds - January 22nd - Can design constraints be freeing and creative freedom constricting? by Richard Halford, IBM

WhereWhenWhatWhat

Page 32: NUX Leeds - January 22nd - Can design constraints be freeing and creative freedom constricting? by Richard Halford, IBM

WhereWhenWhatWhat

Page 33: NUX Leeds - January 22nd - Can design constraints be freeing and creative freedom constricting? by Richard Halford, IBM

WhereWhenWhatWhat

Page 34: NUX Leeds - January 22nd - Can design constraints be freeing and creative freedom constricting? by Richard Halford, IBM

In summary

QuestionCan design constraints be freeing and creative freedom constricting? And how do you start with a blank sheet of paper?

Answer: Yes and yes. By giving yourself the freedom of constraints.

Northern User ExperienceLeeds

Page 35: NUX Leeds - January 22nd - Can design constraints be freeing and creative freedom constricting? by Richard Halford, IBM

Questions and discussion

Northern User ExperienceLeeds

Page 36: NUX Leeds - January 22nd - Can design constraints be freeing and creative freedom constricting? by Richard Halford, IBM

Northern User ExperienceLeeds

If we have the time…