User Research Findings on MIP Cloud Balances Validation
Explore the findings from user research on validating new balance features delivered in MIP Cloud. Discover top feedback, preferences, and suggestions for enhancements based on participant profiles and years of MIP usage. Dive into key insights and potential defects identified through the research process.
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Presentation Transcript
MIP Cloud User Research Balances Validation June 2019
Participant Summary Years Using MIP 3.5 3 3 2.5 2 2 1.5 1 1 1 0.5 0 0 < 1 year 1-3 years 4-7 years 8-10 years 11+ years Average: 8.9 years
Participant Profiles Title Senior Staff Accountant Director of Finance & HR CFO Controller Financial Analyst Accounting Clerk Organization Pacific Business Group on Health SW WA Accountable Community of Health The JCC of Greater Columbus Mosholu Montefiore Community Center Child Focus Peninsula Community Health Services of Alaska Hosted/On-Prem Hosted Hosted On-premise Hosted On-premise On-premise (migrating 08/19) Controller Hosted Clackamas County Children s Commission
User Research Findings Goal: Validate new balances features delivered in MIP Cloud. 34 Usability 14 2 1 Research Only Potential Defects Training/Help
Top Findings | Balances Option to suppress zero balances was requested Unposted Transactions would be useful Prototype options were preferred to current design Drilldowns were well received Excel export is most useful
Feedback Details What Date are these filtering on? Apply Filters was found every time (improvement over Core) Lookup From label needs clarification. Filter should default to All. Options for hiding rows with a zero balance or including unposted transactions would be beneficial
Feedback Details Excel export would be the most useful & had better formatting Having 3 rows for each segment combination can be confusing. Collapse All was frequently overlooked Drilldowns were easy to read and understand.
Account Balances: Prototype Option Current Design Three rows for each segment combination 5 of 7 preferred the prototype Prototype Design One row for each segment combination
3rd Level Drilldown: Prototype Option Current Design Clicking Effective Date expands to 3rd level in grid 5 of 7 preferred the prototype 1 participant wanted both options Prototype Design Clicking Effective Date opens a modal for 3rd level data
Drilldown Feedback Rating Ability to Read/Understand 4.3 0 0.5 1 1.5 2 2.5 3 3.5 4 4.5 5 1=extremely difficult and 5=extremely easy
Overall Satisfaction Rating Level of Satisfaction 4.4 0 0.5 1 1.5 2 2.5 3 3.5 4 4.5 5 1=very dissatisfied and 5=very satisfied
