connecting*the*dots

We at Datek are only a few months away (hopefully) from signing on the dotted line and merging with Ameritrade. A major result of that milestone will include a re-architecture of the two discrete sites into one new user experience; a forward-thinking trading platform. In expectation of that date, our marketing group has been doing a great job in gathering user data (video tapes of user interaction with the two existing sites, focus group feedback, etc.) and we — the user experience design team — are about to embark on the first step of the the planning process; creating the first stab of an evolving bible of Ameritrade/Datek personas.

Before I started work on designing Command Center, personas were not part of the software design process at Datek. During the initial stage of the project, I contacted a friend of mine (CCO of Onclave, Dave Reid) to borrow a persona template. After mind-melding with Dave and then internally with our marketing department, I came up with two detailed personas two reflect our active trading customer base. Sure, they’re not based on personal interviews with clients, but as stakes in the ground, the tangible reference of human personas consistantly assisted me in the design of the product and proved to be worth the effort.

The shift of our software design process, from a business centered to user centered, has grabbed huge traction over the last few months, and I feeling that the change in approach will positively affect our customers interaction with the Winter ‘03 site launch.