Pocket Change Ecash and finance manager

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Pocket Change E-cash and finance manager

• Manager Tudor Antoniu
• Programmer Ben Schleimer
• Documentation Tali Roth
• Tester Stephen Will
• Visual Heath Silverman

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Overview

• Overall Problem and Solution
• Representative Tasks
• Design Evolution
• Description of the Final UI
• Product Demo
• Summary

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Overall Problem

• Wanted an electronic-cash system capable of
  making purchases and organizing finances
• Need to keep track of multiple checking, savings,
  and credit card accounts
• Has to be easy to use for all people
• Must be fast and secure

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Solution

• We developed Pocket Change -- an electronic-cash
  system, capable of
• purchases and any type of cash exchange
• communicating with other e-cash devices
• money management
• transferring between separate accounts

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Solution contd...

• Viewing of multiple checking, savings, and credit
  card accounts
• Multiple account management via web banking
  interface

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Solution contd...

• Informative help screens
• Self-explanatory icons
• Extensive user testing to determine most usable
  interface for novices and experts alike
• Large buttons so users may use fingers

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Solution contd...

• Detailed reminders to prevent errors
• Fingerprint confirmation

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Representative Tasks

• 3 tasks based on difficulty
• Chosen to make use of all features in the program
• Check whether users would find Pocket Change (and
  specifically E-cash) as a viable alternative to
  current methods

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Easy Task

• An E-cash transfer between user and a store buy
  a shirt from the GAP.
• Chosen b/c
• anticipated most common use of Pocket Change
• user does not have to initiate task
• tests users acceptance level of E-cash as a
  medium for purchasing

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Medium Task

• An E-cash transfer between the user and another
  person You owe Irene money and want to pay her
  back.
• Chosen b/c
• involves interaction with a second user
• user initiates task
• tests users ability to relate E-cash to real
  money (previous task feels more akin to a credit
  card transaction)

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Hard Task

• Recording a check and transfer money from the
  Bank to the Pilot Review your purchases and
  transfer money
• Chosen b/c
• task has multiple steps
• uses web interface
• involves account management

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Evolution Overview

• Reduced overall number of screens
• Layout became less cluttered
• Several full screens became modal pop-ups
• Added configuration options to address
  conflicting user feedback
• Field and button labels evolved to speak the
  language of our users
• Consistent behavior and labeling across all
  screens

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Evolution -Account Balance
Original Sketch

• 3 rather than 2 text buttons for greater
  efficiency
• moved all text buttons to bottom for consistency

Final
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Evolution -Account Balance
Evolved into modal pop-up
Originally an Entire Screen

• Improved sense of context for users
• Better use of screen real-estate
• Added ability to view balance for multiple
  accounts of same category

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Evolution -Finance Manager

• Minimal changes
• organized by date
• amount displayed
• where-place
• added balance

Final Implementation
Original Sketch
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Evolution -Web Interface
Evolved
Original

• Cleaner design
• Currency formatting added
• PDA Sync added
• Account Maintainence added

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Evolution -Web Interface (cont..)

• Confirmation screen added
• Modified and unmodified balances are both
  displayed
• Consistent look and feel across website

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Final UI Description

• With PocketChange, users can
• Buy an item from a store
• Send or receive e-cash
• Keep track of their account balances
• Sync with the web to get the latest account
  information or to transfer money

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Buy An Item

• People can use PocketChange to buy anything that
  they can currently purchase with cash

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Send Or Receive E-cash

• The user can choose to send or receive any amount
  of E-cash to someone and then beam it over

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Keep Track Of Account Balances

• Use the finance manager to list all the
  transactions the user has made

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Keep Track Of Account Balances
Add Checks
View Receipt Info
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Sync With Bank To Get Detailed Account Information

• From the bank web page, a user can
• Sync with their PDA
• Check account balances
• Transfer funds
• Add or delete accounts

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What doesnt work

• Actual syncing with the bank web page
• Initiating buy transactions from another pilot
  using beaming

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Demonstration

• Task 3
• review purchases
• add check
• go to web
• transfer 80 from personal Savings to E-cash

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Summary

• Pocket Change is a convenient way to track
  finances and use E-cash
• Pocket Change evolved to include security
  features and expand account tracking
  functionality
• User interface evolved to Speak the Language of
  its users