Skills utilized
prototype creation
participatory design
user-centric design
user needs research
field observations
user interviewing
brainstorming
task analysis
UX vision
interaction design
usability testing
cognitive
walkthrough
expert evaluation
formal UI reviews
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(2006)
Note: for confidentiality reasons, parts of the
interfaces have been obfuscated.
I was given the project of designing and leading the development of a tool
that would help users define relationships between different documents. This
was a large scale project involving several thousand requirements and multiple
teams of developers over the course of several years. Because of the complexity
of the UI, I determined we would handle this project iteratively.
To conquer this project, the first step was to make the requirements
manageable and lay out the iterations. I lead the effort to categorize ‘buckets’ of
requirements and use these to establish our iteration plan. |

Leading iteration planning
Once the iterations were established, I then performed field studies
with all potential user groups, provided user questionnaires, performed
task and user analysis, and used the vision and style guidelines developed
earlier (see part 1 of the portfolio) to prepare to begin designing the
interface. After these was accomplished I lead numerous brainstorming
sessions and developed rapid prototypes via the whiteboard to establish
interface designs for some of the primary functionality. These designs
consisted of both snippets of functionality and, occasionally, entire
screens.

Low-Res (quick) Prototype
Once all interface snippets had been designed, I created a combination
storyboard and interaction diagram to ensure we had captured the full user
flow. This interface showed all of the user actions that could be performed
within every screen, and helped also highlight several areas that had been
missed in the earlier prototyping sessions. These missing pieces were then
made the subject of additional sessions, and the entire storyboard was
walked through.

Interaction diagram/storyboard
During and following the development of the interaction diagram, the
full functionality for the screens was being established. Rapid computer-based
prototypes were developed and tested against user expectations and heuristics.
These were developed in Visio, so were limited to a simple widget set.
However, they were enough to give the users an idea of where the interface
was heading, and to let them discover what worked and what didn’t.

Initial Prototype
In this initial prototype, the users thought the delineated separation
between sections was a bit jarring. They wanted an interface that had a
better flow in the layout. They also wanted the phrases that connected
the section to stand out more. The phrases had specific meanings and associated
colors, so more color could be added to the interface in a meaningful way.
As they saw the new interface and its capabilities forming, they also thought
of some additional functionality that could be added that would help them
further.

Final Prototype
In the final interface, the additional functionality has been added. The
interface also lets the user know what mode they are in, and introduces
the colors that they wanted, which would help them find potential problems
in the relationships at a glance.
Using the prototypes as the guides, the designs were translated into the
final language (Java Server Faces with AJAX). As this was done, they were
further refined to use the advanced functionality available in custom-built
web application components, as well as to establish a consistent look.

The Final Interface
The final interface includes tabs that show alternate hidden panes. It
also provides for drop down menus, and popup menus customized to each type
of information (a document, a relationship, the flags, etc.).
While I have focused on the evolution of a single screen, there were dozens
of different screens within the application for each iteration. A few
of the others that were developed for the final application are also
included here:

Adding a Relationship

Viewing Results and Menu Options
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