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Heuristics

Heuristics

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Evaluative research

Goal

To detail and assess the compliance of areas to be improved and setting some recommendations for the interaction with the tax return programme.

Methodological approach:

A heuristic analysis or expert analysis is the search for all those aspects that, when modified, imply a substantial improvement in the user experience of an application or system. To perform this project we followed the steps described below:

  • We review the UI of the tool based on 5 top-tasks
  • We have used Nielsen and Molich's 10 heuristic principles with the addition of data privacy due to the sensitivity of the data handled in this application. Each of the principles has a particular weight regarding to its relevance amongst the other ones.
  • For each principle, specific variables are defined describing how this pronciples are applied on the UI displayed

Customer

AEAT - IT departament (Spanish tax office)

Role & Team

UX researcher - Senior consultant

Collaborating with a Project Manager and another UX researcher consultant from Capgemini.

Technique

Heuristic analysis

  • A team of 2 researchers, browse the app executing the 5 top task and use a spreadsheet to score their experience using the different variables and a discrete scale from 1 to 5.
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The results

  • Report with details of the screens, current status, improvements and heuristics criteria implied
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  • Weighting and compliance of categories that provided guidance to prioritize next steps.
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