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Task Flow Model: Creating a Sales Quote This project involved analyzing the work of sales account managers in order to improve a Sales Order application. Our development team learned about users by directly observing them at the customer site during their work. |
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User Requirements An excerpt from a typical requirements document (gathered from customer visits, interviews with subject matter experts and tradeshow questionnaires). I acted as owner of the requirements process and worked with marketing, management and development leads to gaher and synthesize requirements. |
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![]() Requirements Document |
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Detailed User Profile and Customer Visit Archive - Corporate Email Users A new product for a nascent market required a deep understanding of potential users. I developed this detailed user profile based on over 20 user interviews, summarized in a separate archive. This profile was used to guide design decisions throughout development. |
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![]() Email User Model |
![]() Customer Visit Archive |
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Comparative Task Analysis: New vs. Old Flow In this example for an engineering measurement product, we examined the step-by-step task flow of three different design approaches. Comparing the task steps revealed the strengths and weaknesses of the proposed design. |