Programs and Communities

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.

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.