Creating compelling mobile apps start with good UX. In this session we'll take a look at what it takes to create a mobile app from the UX side of the fence. We'll start with experience maps, to task flows, wireframes, design plans, testing and prototyping. The workflow of UX.

1. UX
and the mobile app
Dee Sadler
ACP, UGM, ACI UX Geek
UX Interaction Manager, H&R Block
@DeeSadler

2. Agenda
1. 2. 3. 4. 5.
UX Process Strategy Research Design The Rest
Why, When, How Stakeholders Discovery Interaction, Visuals Testing, QA
2

5. Designer/developer
UI QA
workflow

6. Strategy
Research
Design
Plan
Interaction
Development
Visuals
Test/
Improve
Launch
QA
Agile UX
Development
more testing

7. UX App Design
How is this any different, then the obvious?
understanding where
your users are actually
using the device — car?
Walking?
!
Studying the behavior
of who uses them. the
Why, how and when.
!
Consider Viewing
conditions,
distractions, length of
use, touch and size.

8. Strategy
Strategy is important from the outset
because it articulates the brand, guiding
principles, and long-term vision of an
organization. !
!
The strategy underpinning a UX project
will shape the goals of the project—what
the organization is hoping to achieve with
the project, how its success should be
measured, and what priority it should
have.!
8

9. Research
• Was there an existing app?!
• Was Omniture in place?!
• Design Plan goes into place!
• Stakeholder interviews!
• Requirements!
• Focus groups!
• Personas and behaviors!
!
!

10. HOUSEHOLD INCOME: $48,000
TAX FORM: 1040
PRODUCT: Retail/Assist
CLIENT STATUS: 2 years
AGE: 26
OCCUPATION: Part-time server,
part-time receptionist
LOCATION: Ft. Worth, TX
MARITAL STATUS: Married
DEPENDENTS: 1
HOMELIFE: Married, 1 young child, owns
modest home. Husband employed full-time.
EDUCATION: Some college
HOBBIES: Being a mom, likes to visit flea and
vintage markets, cooking
BEHAVIORS
t4BWFTDPJODIBOHF
t-FBSOTUISPVHISFQFUJUJPO
t-JLFTUPEPUSBEJUJPOBMUIJOHT
t#FMJFWFTJOUIFNFSJDBO%SFBN
t*TEJTUSVTUGVMPGUIF*34
t*TTFNJDPNGPSUBCMFVTJOHUFDIOPMPHZ
(social, email, word processing, searching)
t#FMJFWFTUIBUTIFEPFTOUIBWFUIFBCJMJUZ
to do her own taxes.
GOALS
t8BOUTUPLOPXUIBUIFSUBYFTXJMMCFEPOF
by a professional
t8PVMEMJLFUPLOPXIPXUPIFMQIFSUBY
professional prepare her taxes next year.
*TJOUFSFTUFEJOMFBSOJOHXBZTUPTBWFNPSF
money for next year. Wants to be able to
have tax prep fees taken out of her refund
“With my life changes, I’m
concerned. I don’t know how to
do my taxes. HR Block can
make it easy for me.”
Antonia and Greg have a 16-month-old and recently
purchased a modest home. Antonia loves coming to her own
home each day. Antonia believes that you must work hard to
get by in life. She thinks that a happy family equals a happy
life. She has never had much disposable income, and this is
IFS öSTU IPNF QVSDIBTF *UT FYDJUJOH GPS IFS UP IBWF B
combined income to ease financial strain. She enjoys
TQFOEJOH UJNF XJUI IFS IVTCBOE BOE IFS TPO *O IFS TQBSF
time, Antonia enjoys going out to the local flea markets looking
for toys and fun items for her home.
Antonia and her husband agree that all of
their life changes make it too
stressful to tackle taxes on their
PXO 4IFT OFSWPVT BCPVU
making mistakes and needs
the security a professional
can provide when it comes to
öMJOH DPSSFDUMZ 4IFT BMTP
concerned about getting the
best refund possible, as they
could use the money.
Antonia
Married,
One Child
UX RETAIL PERSONAS
HR Block proprietary and confidential. All rights reserved.

11. Requirements
High Level Requirements
! Brand App
• Reduce steps to complete 4 main task
- Appointments
- WMR
- Estimation
- Upload/View Return
• Adaptive UI for time of year and need.
- Nov – Dec, Tax Estimator, Appointments
- Jan – Apr, WMR
- APR – NOV, Document upload
• Improve UI to match new design elements present in My HR
Block and Online tax
• Configure UI to tablet phone, keeping in mind OS centric
design elements and controls

12. Review Current App

14. User Feedback

15. Mobile Experience Map (Customer Facing Applications)
App Legend
January February March April May June July August September October November December
Time of year
Doing
In Season
Check to Card Check to Card Check to Card Check to Card
Look Up ATM Location
Pay Bills Pay Bills Pay Bills Pay Bills Pay Bills Pay Bills Pay Bills Pay Bills Pay Bills Pay Bills Pay Bills Pay Bills
EC loaded with Refund
Where is the closest Block office? Need a car loan, how do I view my return?
I have documents/recipts to upload.
Where is the closest ATM for me EC?
I wonder if I can get direct deposit on my EC?
I have my check, I need to load it on my EC.
I pretty much know what I make, let me estimate my taxes.
Filed an extension, I need to finish State now.
I want to save money, can the EC app help me save for my vacation?
I want to save money, can the EC app help me save for my vacation?
Fasfa view/copy of return
Home loan view/copy of return
Quarter Tax payment
Find office need to see a TP
Tax Questions Need to call a TP
File taxes I have finished my extension
Need to estimate taxes again. Have more docs now.
I need to make an appointment.
Need to find a new office since I moved.
I need to organize what I have. Checklist things.
I need to upload documents into My HR Block for Pro.
Need to take pics of my receipts.
Want to view last years return to see how it might compare.
I want to know what is the best way to prepare my taxes.
I want to know if my tax pro is still working.
i need a copy of my return
Where is my refund?
How do I see my return?
Why doesn’t the app just know I am at the office?
I have documents to upload, how can I do I do that?
Need to ask my Tax Pro a question / Find a Pro
Maybe I’ll check out the mobile app to do taxes this year.
I have several chartible contributions, where do I add those receipts?
I have an Emerald Card, now what?
What is my EC balance
How do I pay bills now I have an EC?
Anxious -wondering if they have all the documents needed
Stressed they are doing their taxes error free.
Good I am getting my taxes done. (mobile or office)
Great because I am getting a refund.
Great because I dislike Banks, and now I have a prepaid card with my refund on it.
Good I can finally pay bills with a card.
Relieved the app lets me take a picture of my W-2. Frustrated it wasn’t as easy as I thought. Took 3 tries.
Great because I dislike Banks, and now I have a prepaid card with my refund on it.
Single point of entry - HUB for customer Social Media Tax Help
Geofence Tax Chat
Virtual Drop-Off/Check-in
Check to Card
Get TP’s involved to raise awareness
EC shows Refund Status
Brand shows EC balance
EC integrates with My HR Block
Brand adds HealthCare enrollment
Solid OCR
Utilize data from checklist. (Customize Interview)
Office Locator turned into Appointment Manager
Show EC balance in Brand App.
Push advice to app.
Change per season
Push Notifications
Virtual Services
Relieved my taxes are done for the year.
Disorder so many receipts to keep
Nervous major life changed just happened
Happy fully banked able to pay bills
Do I have all the right documents?
Load money on EC Load money on EC
Set up Envelopes Set up Direct Deposit
Drop off at offfice
Mobile App knows I am at office
Take pic / Upload receipts Take pic / Upload receipts
Find an Office
Call TP with question
Thinking
Feeling
Opportunities
Post Season Pre-Season
Estimate Taxes
Does taxes on device Charitable Contributions Charitable Contributions Charitable Contributions
EC App Brand App 1040EZ App
Visit My HR Block
Schedule Appt
Load money on EC
Create Checklist
Check Refund Status
EC Balance check
View Return
Upload Recipts and docs
Put out, i have to do taxes
Lost, not sure how to do my taxes
Nervous, how much do i owe
Curious, who is the best to do my taxes
Poor need my refund faster
Get clients into the right product based on their needs,
known or unknown
Show expertise to show clients why HRB is the best.
Push knowledge of last years Tax prep method and see if
anything has changed.
Get clients started and knowledgeable of HRB
Experience Maps

16. IA and Task flows
Customization (first time entry only)
Skip
Auth
Would you like to sign
up for an account?
Default Screen
Account Created
Are you new to HR
Block?
Yes
no
Default Screen
Sign In
Questionnaire = Best
Match questions
We noticed you have an
Emerald Card, would you
like to see the Balance
on the home screen?
Home
Entry

17. Interaction
Where too many think UX begins
Where the developer gets involved
17

18. Sketching

20. 01 User is not enrolled in Bill Payment
MY CARDS LOGOUT Enrollment Enrollment
Please provide and/or verify e-mail
address and phone number to complete
your enrollment in Online Bill Pay
Email
Verify Email
$426.58
Card ending in 5333
Location Finder
Check to Card
Direct Deposit
Emerald Cash Rewards
Bill Payment
Emerald Advance
Savings
More
HR Block
Forgot Username
or Password
Log In
BANK APP UX Uses FLows
BACK LOGOUT BACK
Phone
Please provide and/or verify e-mail
address and phone number to complete
your enrollment in Online Bill Pay
Email
Verify Email
ENROLL ENROLL
LOGOUT
Phone
BACK Bill Payment
Date MM/DD/YYYY
CANCEL
CANCEL
Make a Payment
SUBMIT
HISTORY
LOGOUT
Success!
You are now enrolled and can
Use bill pay.
OK
Select a Payee
Amount $
Manage Payees
BANNER SPACE
SWIPE
FOR BALANCE ‹‹ ‹‹
Earliest Delivery date
MM/DD/YYYY
Username
Password
Remember Me
Create an Account
Locator Get Help Legal
Member FDIC
Wireframes

21. Flows
Cancel
W-2 - Taxpayer
EMPLOYER INFO
Employer Fed ID #:
Employer Name:
Employer Address:
EMPLOYEE INFO
First Name:
Mid Initial:
Suffix:
Last Name:
W-2 FEDERAL DATA (BY BOX NUMBER)
Box 1) Wages and Tips:
Box 2) Federal Income Tax Withheld:
Box 3) Social Security Wages:
Box 4) Social Security Tax Withheld:
Box 5) Medicare Wages:
Box 6) Medicare Tax Withheld:
Box 18) Local Wages and Tips:
Box 19) Local Income Tax:
Box 20) Locality Name:
Done
Employee Address:
Box 7) Social:
Box 8) Allocated Tips:
Box 9) Not in use:
Box 10) Dependent Care Benefits:
Box 11) Non-qualified Plans:
Box 12)
Box 13)
Box 14) Other
STATE DATA
State:
Box 15) Employer’s State ID #:
Box 16) Local Wages, Tips, etc:
Box 17) State Income Tax:
Federal Income -Has 1 W-2 Federal Income -Has 1 W-2 and 1099 Federal Income - MFJ
If you continue without creating
an account, your return – and
the work you’ve already done
– will not be saved.
OK Create an Account
ATT 11:56 AM
State Questions
[TPName] Did you make money in any
other State then [StateName]?
I did make money in a different state
I didn’tmake money in a different state
[TPName] Did you live in another State than
[StateName] in 2014?
I did make money in a different state
I didn’tmake money in a different state
[SpouseName] Did you make money in any
other State then [StateName]?
I did make live in a different State
I didn’t make live in a different State
[SpouseName] Did you live in another State
than [StateName] in 2014?
I did make live in a different State
I did not make live in a different State
ATT 11:56 AM
State Questions
Did you make money in any other
State then [StateName]?
I did make money in a different state
I didn’tmake money in a different state
Did you live in another State than
[StateName] in 2014?
I did make live in a different State
I did not make live in a different State
Done
App open
Animation
2-Btn Home
Sign In
Get Started
Take a Photo
Personal
Welcome Screen Sign In Screen
Security
Terms Conditions
Can select either Income
or Personal from Dashboard
Personal Info
Left Nav Right Nav Take a Photo Question Take a Photo Question Take Photo Screen 1
Federal Income - All
Dashboard - Done Fed Dashboard - Done personal, Fed
Take a photo turns to Federal Info
File Return is not active
Take a photo turns to Federal Info
File Return is now active
State Interview
Create Account After Security Question
Take Photo - Review Info
After Sign In, Log Out Show MFJ question
and Account Info which takes
the user to MyHRB.
$0 $0
Federal
W-2: WAGES, SALARIES, TIPS
W-2 Hallmark
Taxpayer’s Spouse Name
Add a new W-2
1099-INT: INTEREST INCOME
Bank of America
Add a new 1099-INT
1099-G: GOVERNMENT PAYMENTS
Add a new 1099-G
1098-E: STUDENT LOAN INTEREST
Add a new 1098-E
1098-T: TUITION
Add a new 1098-T
OTHER FORMS
Additional Forms
Done
W-2
1099-INT
Steele Manufacturing
Taxpayer’s Name
Taxpayer’s Name
When Sections are Complete
Personal Status:
If
They haven’t signed In
Then
Show prompt to sign in
or create account
Sign In
Next
MY INFO
Federal
Personal Information
State Return
Summary
File Return
OTHER
Feedback
Contact Us
Legal
Privacy Policy
Help Center
[Current Year] PDF
[Current -1 Year] PDF
[Current -2 Year] PDF
[Current -3 Year] PDF
[Current -4 Year] PDF
Rate This App
Prior Year PDF
FEDERAL
INFORMATION
FILE RETURN
FEDERAL
INFORMATION
If
Something is selected like
Special Situations, personal status,
transfer to online
If
User is disqualified
Take to not qualified
Screen
If
MFJ
when clicked Done
Starts Personal Flow
for Spouse
ATT 11:56 AM
Transfer to Online
Transfer Your Info
Transfer Transfer to Online
We’re sorry our app can’t finish
your return because this app
doesn’t support your tax
situation.
You can still file,
we’ll help you
transfer your
account so you
can finish online.
ATT 11:56 AM
Transfer Your Info
Animation
Transition
Screen
Done
Sign Out
ATT 11:56 AM
FILING STATUS:
Marital Status:
First Name:
Mid Initial:
Suffix:
Last Name:
Address:
SSN:
ADDITIONAL INFO:
Date of Birth:
Occupation:
Phone:
Healthcare:
Mid Initial:
Suffix:
Last Name:
Personal Info
REVIEW PERSONAL INFO:
SPOUSE PERSONAL INFO:
SPOUSE ADDITIONAL INFO:
Done
Special Situations:
Personal Status:
First Name:
SSN:
Date of Birth:
Occupation:
Special Situations:
Personal Status:
If
MFJ
ADD
ADD
If user comes through OCR, then display the screen
If any other path, do not show screen
Appears only once
ATT 11:56 AM
Congrats!
Next
Next goes directly to personal info
Just shows on failure of Take a Photo
I’ll fill out the form on my own

22. Annotated Wires

23. AI wires
HRB Brand App - Top Level Screens
Home Dashboard - Not Authenticated
Not signed in
Signed in
My Checklist
My Status
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MY TOOLS
Estimate My Taxes
My Status
RESOURCES
Products Services
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My Status
Estimate My Taxes
Home Dashboard My Status My e-file Status
Back My Status Action Back My E-File Status Action
Signed In
OTHER
My Refund Status
Product Services
Checklist
Tax Help
Estimate My Taxes
Filing Status
Federal
Missouri
ATT 11:56 AM
Estimate My Taxes
My Status
Products Services
My Status
Home Dashboard My Status - About You My Status - Income My Status - Expenses My Status - Results
Product Services
Tax Help
My Documents
Estimated Refund
$0
About You Income Expenses
Birthdate
Number of dependents in
school full-time age 17-24 0
Home Dashboard My Documents
Product Services
My Checklist
Estimated Refund
$2100
About You Income Expenses
Federal witholding
Unemployment
Self-Employment Income
Estimated Refund
$1200
About You Income Expenses
Student Loan Interest
Undergraduate Degree Expenses:
First Student
Other post-secondary
tuition
Bob Flapjack has an opening at:
2
ATT 11:56 AM
FILL IN THE FIELDS BELOW
Email Address
ATT 11:56 AM
Malcolm Reynolds
Your next appointment:
Date: Monday, Feb 16, 2015
Time: 7:00PM - 8:00PM
Questionaire
My Tax Pro
My Status
Estimate My Taxes
ATT 11:56 AM
FILL IN THE FIELDS BELOW
Email Address
ATT 11:56 AM
࠮࠮࠮࠮࠮࠮࠮࠮
ATT 11:56 AM
Back My Documents Back My Documents Back My Documents Back My Documents
2014 2014 2014 2014 2014
Federal Tax Return
Hallmark (W-2) 11/23/13
11/23/13
Hallmark (W-2)
Desctiption they have added to the image and...
Sprint (W-2)
Desctiption they have added to the image and...
Day Care Receipt
Desctiption they have added to the image and...
(W-2) 11/23/13 Delete
My Tax Returns
Federal Tax Return
PDF
My Documents
+
Tips for a good image
Add Documents
Make sure it is in focus and well lit
Center and 11/make 23/13
sure all 4 corners
(W-2)
added to the image and...
are visible and in focus
ADD IMAGE
Day Care Receipt
Edit Delete
11/23/13
11/23/13
Hallmark (W-2) 11/23/13
Edit
Hallmark (W-2) 11/23/13
Federal Tax Return
Hallmark (W-2) 11/23/13
Have a new W-2? Receipt?
Add a document or image
Home Dashboard Checklist Checklist Checklist Signed In, known client Signed In, known client
Product Services
Tax Help
Produ cts and Services
Home Dashboard
Product Services
Tax Help
To use this feature
you will have to sign in
or create an account
If your Tax Return was
Prepared in a Tax Office
Verify to see it.
My Documents
Estimate My Taxes
My Office By Location
Make an Appointment
My Emerald Card Learn
Check Emerald Card balance and more.
My Refund Status Estimate My Taxes
My Documents My Checklist
My Tax Pro Reminders ON
Next Appointment
Feb 16, 2015
7:00 PM
My Emerald Card Go
$3500.00
My Status Estimate My Taxes
My Documents My Checklist
My Tax Pro Reminders ON
Next Appointment
Feb 16, 2015
7:00 PM
My Emerald Card Go
$3500.00
My Status Estimate My Taxes
My Documents My Checklist
My Tax Pro Reminders ON
Next Appointment
Feb 16, 2015
7:00 PM
My Emerald Card Balance
$3500.00
Tax Help
My Status Estimate My Taxes
My Documents My Checklist
My Tax Pro Reminders ON
Next Appointment
Feb 16, 2015
7:00 PM
My Emerald Card Go
$3500.00
My Status Estimate My Taxes
My Documents My Checklist
My Tax Pro Reminders ON
Next Appointment
Feb 16, 2015
7:00 PM
My Emerald Card Balance
$3500.00
Tax Help
The IRS requires the following information to
determine your status.
Single
Head of Household
Married filing jointly
Married filing separately
Qualified Window(er)
Single
Single
Social Security Number
Exact Refund amount in dollars
Check Refund Status
Check Status on IRS website
Next
Marital Status
Looks like you are head of household
Privacy Notice
Number of dependents
under 17 0
Single
Your Estimated Refund is:
$700
Single
Next
Salary Wages
Interest Income Earned
Other income or loss
not listed above
Social Security Benefits
Nontaxable Combat Pay
Captial Gain or Loss
Held one year or less
Captial Gain or Loss
Held more then one year
Single
Results
Second Student
Other adjustments
Energy efficient home
Improvements
Charitable contributions
Other itimized
deductions
Annual child
dependent care costs
Federal Quarterly
Estimated Taxes Paid
Details
Based on the information you provided,
we recommend:
DIY 1040EZ
Lets get started!
Schedule
Sent Accepted
Sent Accepted
Did you file with HR Block last
year? If so, sign in to see your
personalized checklist.
Cancel Sign in
Sign in
Create a personalized tax checklist to help you
prepare for this year's return.
ATT 11:56 AM ATT 11:56 AM
Save
ATT 11:56 AM
Cancel Edit Back My Checklist Edit
Based on last year's return, we've created
a personalized tax checklist to help you
prepare for this year's return.
Personal Information
Your Social Security # or ITIN
Spouse full name and SSN
Other people on your return
Dates of birth and SSNs
Childcare records (including the
provider’s ID number of applicable
Approximate income of other adults in
your home not including a spouse
Income
IBS - Interest Income (Form 1099-INT)
Create a personalized tax checklist to help you
prepare for this year's return.
Personal Information
Personal Information
Your Social Security # or ITIN
Spouse full name and SSN
Other people on your return
Spouse full name and SSN
Dates of birth and SSNs
Childcare records (including the
provider’s ID number of applicable
Approximate income of other adults in
your home not including a spouse
Income
IBS - Interest Income (Form 1099-INT)
Create a personalized tax checklist to help you
prepare for this year's return.
Personal Information
Your Social Security # or ITIN
Spouse full name and SSN
Other people on your return
birth and SSNs
Childcare records (including the
provider’s ID number of applicable
Approximate income of other adults in
your home not including a spouse
Income
IBS - Interest Income (Form 1099-INT)
Income
Create a personalized tax checklist to help you
prepare for this year's return.
Personal Information
Your Social Security # or ITIN
Spouse full name and SSN
Other people on your return
Choose a Category: Income
Dates of birth and SSNs
IBS - Interest Income (Form 1099-INT)
W-2 - Sprint
1099 - Box of Pixels
Childcare records (including the
provider’s ID number of applicable
Approximate income of other adults in
your home not including a spouse
Income
+
Add a new checklist item
It has been sent, completed on this
date and accepted on this date.
Bank Status. when do you receive
the money in your bank account?
From the IRS where the refund
stands. --possibility
Item Description
Based on last year's return, we've created
a personalized tax checklist to help you
prepare for this year's return.
Income
W-2 - Sprint
1099 - Box of Pixels
March 02, 2015
7:00 PM
Mar 1905 Main, Kansas City, MO
CALL MAP
Your federal tax return has been accepted by
the IRS on 2014-04-16. You should receive your
Federal check by mail within 2 to 3 weeks from
date of acceptance
Back Estimate My Taxes Back Estimate My Taxes Back Estimate My Taxes Back Estimate My Taxes
Back My Documents Action Back My Documents Back My Documents Back My Documents Menu Back My Documents Back My Documents Back My Documents
Back My Checklist Action Back My Checklist Edit Back My Checklist Edit Back My Checklist Edit Back My Checklist Edit
Save
Cancel Retake Use Photo
Title
Choose a Category
Notes
File name and path
Title
Choose a Category
Notes
Cancel
Take a photo Documents
Back My Checklist My Checklist Back My Checklist
Go
Go
Products and Services (Digital)
ATT 11:56 AM
Back Products Services
Do your own taxes
Online (Free to Premium)
iPad App
1040EZ App
Software
Tax Pro Assisted
Block LiveTM
Best of Both
2nd Look
Tax Pro Assisted
Audit Support
Emerald Card
Healthcare
Products and Services (Retail)
ATT 11:56 AM
Back Products Services
Tax Pro Assisted
Block LiveTM
Best of Both
2nd Look
Do Your On Taxes
Online (Free to Premium)
iPad App
1040EZ App
Software
Tax Pro Assisted
Audit Support
Emerald Card
Healthcare
Product Detail
ATT 11:56 AM
Back Best of Both
Lorem ipsum dolor sit amet, consectetur
adipisicing elit, sed do eiusmod tempor incididunt
ut labore et dolore magna aliqua.
Ut enim ad
minim veniam, quis nostrud exercitation ullamco
laboris nisi ut aliquip ex ea commodo consequat.
Duis aute irure dolor in reprehenderit in voluptate
velit esse cillum dolore eu fugiat nulla pariatur.
Show Me
Your MO return has been accepted by your state
Department of Revenue
Save
Cancel
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11/23/13
11/23/13
PDF
ATT 11:56 AM
PDF Federal Tax Return
Sprint (W-2)
Day Care Receipt
11/23/13
11/23/13
Delete
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My Tax Documents
Tax Year 2014
Sprint (W-2)
Desctiption they have added to the image and...
Desctiption they have added to the image and...
Choose from library
Choose document
Take Photo
Mark All Move Delete Cancel
Add
ATT 11:56 AM
Share Add Share Add
Share Add
Rename Move Delete
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Add
Add
Add Flow
ATT 11:56 AM
PDF Federal Tax Return
Sprint (W-2)
Day Care Receipt
11/23/13
11/23/13
ATT 11:56 AM
Tax Year Tax Year Tax Year Tax Year
Sprint (W-2)
Day Care Receipt
11/23/13
11/23/13
Add
Create an Account
Cancel
ATT 11:56 AM
Tax Year
Sprint (W-2)
Day Care Receipt
11/23/13
11/23/13
PDF
Add
Sprint (W-2) 11/23/13
Home Screen Navigation
Home - Not Authenticated Profile Setup - Not Authenticated Home - Authenticated w/ Appt Home - Authenicated
Search
My Checklist
My Documents
Find a Tax Pro
Find an Office
Tax Help Center
Contact Us
Legal
Privacy Policy
ATT 11:56 AM
My Office
My Products Services
Account Settings
Sign Out
ATT 11:56 AM
Sign In
Create an Account
MY TOOLS
RESOURCES
OTHER
Search
My Checklist
My Documents
Find a Tax Pro
Find an Office
Tax Help Center
Contact Us
Legal
Privacy Policy
Welcome to HR Block
Message about the benefits of signing
in or creating an account.
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Personalize your experience with an
HRB account...
My Documents
Estimate My Taxes
My Checklist
My Emerald Card Go
$3500.00
My Documents
My Checklist
My Tax Pro Reminders ON
Next Appointment
Feb 16, 2015
7:00 PM
My Emerald Card Go
$3500.00
My Office By Location
Make Appointment
My Documents
My Checklist
My Office By Location
Make Appointment
Username
Password
SECURITY QUESTIONS
In what city were you born?
In what city was your first job?
What is the middle name of your
youngest child?
What was the make and model of
your first car?
What was your high school
mascot?
What is your oldest sibling’s birth-day
month and year?
What was the last name of your
3rd grade teacher?
In what city does your nearest
sibling live?
Choose a Security Question
Username
Password
SECURITY QUESTIONS
In what city were you born?
Enter your security answer
FILL IN THE FIELDS BELOW
SECURITY QUESTIONS
In what city were you born?
CHOOSE A SECURITY QUESTION
m.reynolds@fakemail.com
m.reynolds@fakemail.com
Kansas City
ATT 11:56 AM
Back Create Account
Back Create Account
Back Create Account
Back Security Question
Create
PRODUCT BOX SHOT
OR LOGO
If there is a page on dot com,
then we bring that into the app.
Share Share
Username
Password
Sign In
My Documents
My Documents Edit My Documents Edit My Documents Edit My Documents Edit
2014
ATT 11:56 AM
Tax Office client?
To see this years Tax Return,
verify the last 4 digits of your SSN
Cancel Verify
Tax Year
Tax Year 2014
Back My Documents
Tax Year 2014
PDF Federal Tax Return
Add
Delete single doc Delete multiples Return, no documents

24. Axure
24

26. Low Fidelity to
High Fidelity
To use this feature you must log in
or create an account
Sign In
Create an Account
Cancel
About You Results
ATT 11:56 AM ATT 11:56 AM ATT 11:56 AM ATT 11:56 AM
Back About You Next Back Income Next Back Expenses Next Back Estimate My Taxes Done
Estimated Refund
$2100
Self-Employment Income
ATT 11:56 AM
Estimated Refund
$1200
First Student
Second Student
Back My Documents Menu
Receipt
Federal witholding
My Tax Documents
Tax Year 2014
My Tax Returns
Total
Federal Tax Return
PDF
My Documents
+
Tips to take a good image
Add Documents
Make sure it is in focus
The area is well lit
Center the document
All 4 corners are visible
Edit Delete
11/23/13
11/23/13
(W-2)
added to the image and...
Sprint (W-2)
Desctiption they have added to the image and...
Day Care Receipt
11/23/13
Add Image
Desctiption they have added to the image and...
ATT 11:56 AM
Document Details
Continue Replace
When bring in image/document
Options are back to cancel and
Continue to keep document.
Aready added, click on in app.
Edit, to edit the details
Replace to do just that and trash to delete.
Title is inline
Tax year is a new page, select and come back
Same with Choose a Category
Notes is inline
Bob Jones has an opening at:
2
March 02, 2015
7:00 PM
Mar 1905 Main, Kansas City, MO
CALL MAP
Add Document Add Document Add Document Edit Document
How you guys have it now is fine. Sign In takes
them to the Sign in screen, and Create an
Account opens the Create an Account screen.
OK has them fill out the info needed.
Estimated Refund
$0
Number of dependents in
school full-time age 17-24 0
Number of dependents
under 17 0
Unemployment
Choose from library opens library
Choose from Document opens GDrive or Drop-box
or Box, any document selection app
Still a wireframe -- This is only shown once, and
just the first time they Choose a Photo
Take photo screen Cancel or use Photo
Next
ATT 11:56 AM
Sign In
Username:
Password:
Forgot?
Create
ATT 11:56 AM
Create an Account
Account Details
Email:
Username:
Password:
Security
Security Question
Security Answer:
Documents dashboard showing a Fed return
current tax year and documents uploaded.
Create an Account Create
2008 xx/xx/xxxx - xx/xx/xxxx
2009 xx/xx/xxxx - xx/xx/xxxx
2010 xx/xx/xxxx - xx/xx/xxxx
2011 xx/xx/xxxx - xx/xx/xxxx
2012 xx/xx/xxxx - xx/xx/xxxx
2013 xx/xx/xxxx - xx/xx/xxxx
2014 xx/xx/xxxx - xx/xx/xxxx
Create Categories
an Account DCroenaete
ATT 11:56 AM
Tax Year
Choose a tax year Choose a Category
Uncatagorized
Income
Unemployment
W-2
1099
Interest
State Refund
Student Loans
Dividends
Student Expenses
Tax year chosen, then goes back Category chosen, then goes back
Customized Share screen
If
There are no images
then
Add pop up to show them what they can add
If
User swipes then delete appears
then
user can delete 1 item at a time
If
User chooses Edit
then
user can Mark all for deletion,and delete
Results
Same as current app’s details
without the dollar amount
Income Expenses
Tax Estimator
Single
Marital Status Single
Birthdate:
Looks like you are head of household
Single
Your Estimated Refund is:
$700
Single
Salary Wages
Interest Income Earned
Other income or loss
not listed above
Social Security Benefits
Nontaxable Combat Pay
Captial Gain or Loss
Held one year or less
Captial Gain or Loss
Held more then one year
Single
Student Loan Interest
Other post-secondary
tuition
Other adjustments
Energy efficient home
Improvements
Charitable contributions
Other itimized
deductions
Annual child
dependent care costs
Federal Quarterly
Estimated Taxes Paid
Details
Based on the information you provided,
we recommend:
DIY 1040EZ
Lets get started!
Schedule
Undergraduate Degree Expenses:

27. Agile workflows with the
developers

30. Before/After

31. Standards created

32. Style Guides

33. Specs and Assets

34. WHITESPACE
COLOR
ACCORDANCE
VARIETY
GRID
GOLDEN RATIO
BALANCE
MAGIC
USABILITY
HIERACHY
RAINBOWS
VARIETY
SYMMETRY
TYPOGRAPHY

35. Testing

38. Sounds great, is
there a breakdown
anywhere?

39. Oh yeah
#1 reason
Getting UX buy in, to begin with
Communicating within the team, UX agile
Designing for all the different devices

40. How to make mobile
UX Easy
• Identify your users
• Remember the 80/20 rule when looking through
data and catering to the user
• Use task-based design - every function should be
geared to helping them complete a task. Sense their
intent when completing the task.
• Keep it simple

41. How to make mobile
UX Easy
• Don't ignore platform UX
• Large calls to action and easily clickable links are
easy for mobile users to navigate
• Get feedback early
• Ensure your buttons and fields are size-appropriate.
Platforms and fingers vary in size.

42. How to make mobile
UX Easy
• Standards - user interaction of interfaces, buttons
swipes etc., and not reinventing the wheel. When OS
standards are a part of the requirements.
• Mobile specific touch - location, camera, social
networks, other environmental factors
• Designing for interruption
• Design isn’t perfect - throw away wires and do more
user testing!

43. Thanks

44. Contact
LinkedIn
www.linkedin.com/in/deesadler/
Twitter
twitter.com/deesadler.com
Get in touch
Contact
dee@d2wc.com!
dee@aboxofpixels.com!
macwebdiva.wordpress.com
Skype
Macwebdiva