Creative Digital Technology Excellence in Internet Development Since 1992 Westpac Online FX Facelift RFP Discussion

Agenda Brief history Similar work Our involvement Where are we now What we have done Demonstration Where to from here

About Neurocom Established in 1992, trading as Creative Digital Technology Innovative Australian company focused on Internet technologies Four business divisions: Creative Digital Technology Internet technology and application development GPayments Authentication and payment solutions FileSphere Information and knowledge management solutions Member Check AML/CTF service for the superannuation industry

Financial Sector Clients

Local Clients – since 1992

Creative Digital Technology Excellence in Internet Development Since 1992 Specific example – Federal court

Federal court - before

Federal court - after

Federal court - before

Federal court - after

Federal court - before

Federal court - after

Federal court - before

Federal court - after

Brief history – our involvement CDT initially engaged to do a usability assessment of the Westpac Online FX in July 2007 Our proposed approach was to: System familiarisation Client questionnaire – gather feedback Compile results & make recommendations Produce wireframes & screen mock-ups

Where are we now? System familiarisation complete Client questionnaire Completed in Nov 2007 Implemented in Apr 2008 Result in Oct 2008 Compile results Result analysed – highlighted areas of improvement Produced wireframes & screen mock-ups – ready to complete Discussed development of functional prototype - interactively demonstrate the usability improvements

What did the questionnaire tell us? User Issues Disagree / Strongly Disagree Error messages - easy to understand 89% Help - appropriate amount of guidance and help 52% Usability - easy to use / operate 37% Functionality - knowledge of available functions 26% Terminology - understanding of terms 24% Navigation - easy to navigate 23%

What have we done? Based on questionnaire results and client suggestions Identify key functions - Outright deal and blotters Screen mock-ups of key functions Commenced Phase 1 functional prototype development

What have we done? Divided the interface into three main sections Main Navigation Area – navigation improvements Main Content Area – usability improvements Utilities Area – additional functionality

Main navigation area Separated dealing and settlements Deal section Divided functionality into deal types - Outright Deal, Swap Deal and Order Created the Deal Log Settlement section Settling deals Creating/amending settlement instructions Viewing authorised settlements Archive section Retrieval of historical information Settings section User profile management, security and administration settings

Main content area – Outright deal Improved navigation Orientation bar Personalisation - competency selection Screen transition Field level help & guidance Usability Multiple entry options e.g. date Infield infocentre Predictive text Improve data entry – reduce errors

Main content area – Settle deal Improved pre and post search filtering Added flexible page results with automated pagination Customisable reports column selection/removal, multiple column sorting options, post-search in column filtering

Utilities area Customisable, re-usable widgets My Rates real time rates feed, trending and charting selectable base and cross currency Quick Deal access outright deal from anywhere News Feature, OnlineFX or Westpac related info Quick links to features, facts, training, demos, feedback, contacts...

Summary of enhancements Error messages Reduce errors – data entry assistance Help Field level assistance – user competency Usability Improve page design – reduce client server interaction & wait time Improved process – remove steps Functionality Increase awareness – highlight features Terminology Replace jargon Navigation Improved navigation Provide multiple entry points

Demonstration Lets take a look

Where to from here? Complete Phase 1 functional prototype Integration requirement analysis Design and develop Phase 2 prototype Integrate and test with OnlineFX

Creative Digital Technology Excellence in Internet Development Since 1992 Thank you