Technical Communication Graduate Applied Projects

Operational materials--the procedural guidelines provided to front line employees of Banner Bank--act as a guide to completing complex banking transactions. Being able to successfully navigate these materials and complete the complex transactions are essential to meeting both the client's expectations and maintaining federal regulations. However, employees have noted a lack of usability with these materials, resulting in confusion and frustration while trying to navigate the operational materials to successfully complete client requests. Employees who try to use these guides commit errors that result in negative client impact, as well as putting the bank at risk for being out of compliance with federal regulations. To analyze and address this situation, I designed a usability test and deployed a survey given to division branch management.

The purpose of this project is to show how to develop research-based criteria and how to apply them to a specific product, Evernote's iOS mobile help tool. Initial research involved analyzing current usability research publications by performing the following steps: coding each sample for most frequent usability criteria, clarifying and simplifying each entry, reorganizing the content in each code for frequency, and combining each topic in the new organizational structure to create a single set of research-based usability guidelines. The new guidelines were used to evaluated Getting Started and Getting Started Guide from the perspective of a non-business, English-speaking, novice iOS user. The final step resulted in the following list of recommendations to improve the user experience: review and adjust the navigation design, reconsider the information design to ensure that it reflects the wide variety of users and platforms, adjust the visual design to meet cultural expectations and user needs, and edit content for clarity, word choice, and grammatical style.

This project compiled findings from both primary and secondary applied research on the design and content structure on the current knowledge bases (KB) of product related documentation for the accesso Siriusware product suite. The findings from the research and study improved understanding surrounding our end-user perceptions of knowledge base functionality and usability. In addition, the findings became the framework for building an implementation strategy to improve knowledge base design and development. The implementation strategy is included in the report, and these findings will be used to update documentation and develop the KB.