Interaction and Usability, Insurance Sales Tracking - Essay Example

INSURANCE SALES TRACKING SYSTEM – COMPUTER INTERACTION AND USABILITY RESEARCH by City, State Date Contents 1.0Introduction 3 2.0Discovery Methods 3 2.1Primary Research 3 2.2Secondary research 3 3.0User needs analysis 4 3.1Persona 4 3.2Environmental analysis 4 4.0Preliminary Design 4 4.1Storyboard 4 4.2Strategy Hierarchy Diagram 5 5.0Detailed Design 5 5.1Sales system as an input device 5 6.0Evaluation 6 6.1Cognitive walkthrough 6 6.2Heuristic Evaluation 6 8.0References 10 1.0 Introduction Insurance sales tracking is a technique whereby an individual’s sales record are measured and stored so both the employer and employee can know exactly how they are performing. Tracking sale online can help in HCI and in understanding how information is manipulated and how it may affect final performance of overall outcome. In this manner, information processing systems can be better studied and relevant data recorded to provide insight to future improvements. Insurance sales track can also be set to capture relevant user information and movements that can enable better interaction between the two subjects. This paper will take an overview of the system and its functionality. In addition, it will provide a practical guide to successful marketing of insurance products through keeping track of the essential records of other famous artists. 2.0 Discovery Methods 2.1 Primary Research The rapid growth and enhancement of digital technology has seen a tremendous transformation in the field of marketing and research. Systems such as UPC scanners, ins tore tracking and caller id systems collect customer information and shopping patterns which r so important. Online research has taken center stage and its impacts are huge. With the steady penetration of internet to homes has led to simplified primary research methods a task now no longer left to partners. Primary research for this system will include direct interviews and questionaries’ to be filled and upon collection compiles and sorted appropriately. 2.2 Secondary research Naturally, secondary research consists of library, books, magazine and all forms of print media. Traditionally considered a slow and is time consuming. With the introduction of internet and digital information secondary research has become similar to primary research. 3.0 User needs analysis 3.1 Persona John is a 26 year old and works as a sales person in an insurance agency. He has recently been hired to the agency and has received three days training on the agency’s products and packages. He has been given a booklet with all the information he will need to make sales. He is eager to make a good impression and hopes to exceed the sales target set for him by his manager. About 80% of potential buyers usually do not know all the packages offered by the agency and thus have questions regarding all the products. The also ask for advice regarding which product would be best for them with regard to their unique needs and capabilities. He however feels awkward using the manual in the presence of potential buyers as he feels it gives the impression that he does not understand the products. He has a computer on his desk which he uses to enter client details and write daily reports of his sales. He feels it would be easier to look up information if it was stored in the computer. 3.2 Environmental analysis This system will operate indoors mostly with the two main users being the manager/ employee and the user/ employee. The primary environment ideal with such systems is likely to be in the office. However on certain special instances may require the user to carry the system to the field in which will require keen observation 4.0 Preliminary Design 4.1 Storyboard Sales movement tracking system is increasingly being deployed in organizations to study market and sales process. Essentially, this system will present core aspects of its functionality and a practical guide to the implementation and use of the sales tracking system. In addition a keen the various ways in which sales movements can be tracked and systematically taken into account to examine interface usability. This is a clear illustration of the advantage of keeping track of sales information and how it directly impacts on sales. Finally, the various opportunities that will be opened with the introduction if this system are enormous and it has the potential of being expound on to capture other aspects too. 4.2 Strategy Hierarchy Diagram 5.0 Detailed Design 5.1 Sales system as an input device Sales movement can be measured and used to enable an individual or account to interact with a given interface of the system. Each sale level can have a different interface and by so doing unlocks a certain number of access rights and privileges to the system. Speech commands could be incorporated to make the system more interactive and personalized in order to suit each user individually (Kaur et al, 2003). In addition, the various sales entities and policies sold can be entered by a user which in turn will be used to verify the load of work that each user has. 6.0 Evaluation 6.1 Cognitive walkthrough This is a usability inspection means that evaluates the relative simplicity of a system in a scenario where it is highly unlikely for any training to be undertaken. When an external party is interacting with the system for the first time rather than use pre-existing knowledge of the system each step the user makes can be studied. The findings can them be used to determine if these actions moves the system closer of further away from that system. Cognitive walkthrough of the insurance sales system would offer a new way to identify several unique feature of the system at each stage. Systems that meet these criteria are considered useable and even quickly learnable. 6.2 Heuristic Evaluation This form of evaluation uses an agreed upon set of best practices to ensure and help in detecting possible usability problems actual users are brought in to test the system. It is a form of informal system usability test to check every function in the system does its work and in its simplest form. These tests will require everyone or indeed anyone from a naive programmer to expert opinions I ensuring that minor usability problems are found and rectified prior to the main test. 7.0 Appendix Sample Questionnaire 1. During the training, what areas are tested? Tick all that apply. Bank products Customer care Bank history Other (Please specify)………………………………. 2. What features in websites appeal to you the most? Ease of use Learning interaction Links among the pages Presentation interesting Proper font Friendly interface 3. With regard to content, what do you consider the most important? Rate each according to the level of importance. Clarity High Average Low Suitability High Average Low Interesting High Average Low Proper ordering High Average Low 4. Which interaction features do you like the new system to have in order to improve the operational functions? Prompt features Alert messages Use of sound for alert 5. What are some of the non-functional features that you would want incorporated into the system? Adequate security measures Speed and efficiency Good output – reports Accuracy 6. What functionalities would you like the system to accomplish for the bank? Timing exam sessions Generating performance reports Generating error reports Provide feedback on performance Authentication using staff ID and password Authorization for various user categories Register new user Recovery of passwords 7. How long would you like a test to be available before it expires? 5 days 1 week 12 days Others (Specify)………………………………. 8. What colors (color scheme) would you prefer? ……………………………………………………………………………………………………………………………………………………………………………………………… PART B (This part is to be filled by people in management). 1. Do you have any experience with computers? 2. Do you have any formal training on computer application? If yes, what level of training? Certificate Diploma Degree Other (specify)……………………………… 3. What features in websites appeal to you the most? Ease of use Learning interaction Links among the pages Presentation interesting Proper font Friendly interface 4. With regard to content, what do you consider the most important? Clarity Suitability Interesting Proper order of content 5. Which interaction features do you like the new system to have in order to improve the operational functions? Prompt features Alert messages Use of sound for alert 6. What are some of the non-functional features that you would want incorporated into the system? Good output – reports Accuracy Adequate security measures Speed and efficiency 7. What functionalities would you like the system to accomplish for the bank? Timing exam sessions Generating performance reports Generating error reports Provide feedback on performance Authentication using staff ID and password Authorization for various user categories Register new user Recovery of passwords 8. What colors (color scheme) would you prefer? ……………………………………………………………………………………………. …………………………………………………………………………………………….. 9. After how long should the system give performance reports? After every test Monthly After 3 months 8.0 References Kaur, M., Tremaine, M., Huang, N., Wilder, J., Gacovski, Z., Flippo, F., & Mantravadi, C. S. (2003). Where is "it"? Event synchronization in gaze-speech input systems. In Proceedings of the Fifth International Conference on Multimodal Interfaces (pp. 151-158). 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