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This presentation is a look at the UI design for Mutual Funds Trading for the Back-End screens, to be used by the Schwab Institutional Trading Desks in Denver and Phoenix. Building on the Investment Manager module, we have added key functionality specific to the needs of the traders as outlined in the business requirements document. |
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What follows is a series of scenarios, each involving a number of illustrations representative of the user interface at each step of the way. These scenarios were constructed to be presented to traders in Phoenix by a moderator, and are solely for gathering information on the progress of the UI design. |
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The testing guide was created for the testing monitor. The Testing guide is a step-by-step explanation for every action and every screen for all four Usability Test Scenarios. For each step there is a screen number, and a description of that action, including the focal point of each screen. Please view and print Usability Testing Guide to walk you through all the testing scenarios. |
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Because the screen size specification for this application is 1024x768, you may want to maximize your browser window. |
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| Scenario 1 — 15 Images |
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| Scenario 2 — 3 Images |
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| Scenario 3 — 5 Images |
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| Scenario 4 — 9 Images |
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Sample Details Screen |
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This is work in progress |
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