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.

Flow Model: Creating a Sales Quote
Flow Model: Creating a Sales Quote

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.
Requirements Doc
Requirements Document
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.
Email User Model
Email User Model
Customer Visit Archive
Customer Visit Archive
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.

Task Flow of Three Design Alternatives
Task Flow of Three Design Alternatives