sPro Interface Consistency Evaluation : PeopleSoft


Format:
Web / Enterprise Application
Date:
04/04

Being the first Interaction Designer assigned to Services Procurement (sPro) fulltime, I felt it was of my first responsibilities was to take a holistic view of the product.

Taking on several user roles, I walked through the product. The first things I noticed from reviewing sPro was a lack of consistency throughout the user experience. Often the product looked and functioned one way in one component and looked and functioned in a different way in another part of the product.

Consistency Problems
A chronic problem with PeopleSoft applications (and many other enterprise level applications) is a lack of consistency throughout the user interface. Many of the consistency problems can be attributed to accelerated development cycles, application components being designed and developed independently of one another, and no team member viewing the application interface holistically. This lack of consistency leads to a confusing experience for the user Buttons, links, fields and system functions behave differently depending on user type and what application component the user is in.

After I completed my review, I decided to conduct a comprehensive consistency evaluation on the user interface and functionality and present the results to the product team.

Consistency Evaluation
I decided to evaluate the following areas of sPro because I determined that making changes to these areas would have the greatest impact in the shortest amount of time. The evaluation was broken down into long-term and short-term recommendations:

Short-term:

  • Use of different search interfaces types.
  • Consistent button placement and text.
  • Page and field label formatting.
  • Consistent use and placement of Return Links.
  • Use of error messaging and instructional copy.
  • Use and formatting of confirmation pages.
  • Formatting and of Information display grids.
  • Use of group boxes.

Long-term:

  • UI and functional analysis.
  • In-depth analysis of how sPro is used by our customers.
  • Discount usability testing.
  • In-depth usability testing.
 
 

Presentation and Follow Up
Rather than creating a large, time-intensive document that would take weeks to compile, I decided to present the findings of the Consistency Review as a Power Point presentation. Doing this allowed me to deliver the results of the evaluation to the team quickly and presented the information to the team in a manner they could quickly digest and act on.

The sPro team was receptive to the presentation and decided to apply the search interface, button placement and text, page and field label formatting, return links, error messaging and instructional copy and group boxes usage findings to the 8.9 version of sPro. During the design and development of sPro 8.9, I was able to apply my consistency recommendations to the Time Entry and Approval (link to: Time Entry and Approval), Bidding, Work Orders, Manage Expenses, Approve Expenses, Manage Requisitions and Approve Requisitions components.

Top

     
 

john@visualvocab.comOakland, CAVisual Vocabulary Copyright 2003 - 2007