My team believes that the current booking process may be negatively impacting bounce rates and reducing the number of appointments booked each tax season.
We evaluated if the design could relieve or create additional stress to the already complicated tax process. We also evaluated how easy it would be to find necessary information for someone preparing their taxes for the first time. Along with if the website presented a sense of security and reassurance for inputting sensitive personal information.
We discovered that though all the necessary information for filing, booking and preparing a tax return was listed on the website, the structure and process of obtaining the information created an excess cognitive load on the user due to how it was presented. We also discovered the overload of information made it unclear if we thoroughly and correctly understood all steps in the process.
With consideration for the 6 heuristics we have identified, we believe taking a minimalist approach to a redesign, providing a predictable and logical booking flow, as well as providing customers with clear access to important information will help to optimize the conversion process, increase customer satisfaction and generate more revenue.
Our top priority would be in simplifying the content to make the tax preparation task feel less interruptive. Based on the law of UX Zeigarnik effect, users are more likely to remember a task that was difficult to execute. Due to this, referral rates and user retention are at risk when users remember the process as being difficult and are unlikely to recommend the services.
Maintain Customer Retention
Gain Additional Referrals
Increase Key Performance Metrics
Daniel Katev is financial security advisor with over 20 years of experience that services both residential and corporate clients; offering a variety of financial services to his community.
Delivers and prepares Tax Preparations towards the annual tax return season.
Offer financial advice regarding home buying, pension, and overall general concerns.
Offers investment services and mortgage quotes & services.
Before conducting the analysis, our team's objectives are to review and understand the fundamentals of the Law of UX Design. So that we can have a critical eye when analyzing and it will help us later during the redesign phase.
A heuristic evaluation is an inspection method used to identify usability issues associated with the user interface.
Our evaluation on usability was guided by the 10 laws of heuristics which are mental shortcuts used in decision making.
We rated these issues on a severity scale, beginning with 0 as not a usability issue until 4 which is a usability catastrophe.
Replace external link with internal solution to reduce the steps required to book an appointment.
Help and Documentation (Severity 2 )
Drop-down text presents redundant information about the appointment and doesn’t provide any additional information on the approximate total cost for the appointment.
Visibility of System Status (Severity 2)
After we have selected our service, we are prompted to select a time. The breadcrumb shows our current step in the process, however, no location was selected by the user.
The booking process has progressed without the user making a decision.
Provide users with the option to choose and confirm location of appointment.
Error and Prevention (Severity 4)
A client could go through the entire booking process and input the incorrect contact information, failing to complete the booking.
Provide instructions to correct errors and progress forward.
Recognition Over Recall (Severity 3)
The user should not have to remember information from one part of the dialogue to another.
Consistency and Standards (Severity 4)
The user may stop at this stage if the payment screen looks unfamiliar or lacks security.
Add summary and confirmation of appointment selected.
Initially, all the information was competing for relevance and visibility, making it difficult for the user to know where to begin. Additionally, this screen failed an accessibility test.
Our new design is separated into a familiar layout according to the aesthetic-usability effect, a UX law which states that users often perceive aesthetically pleasing designs as more usable.
After clicking ‘book and appointment’ on the original top navigation, the user was brought to an interim page which provided 3 external links to continue the booking process and on the next screen chevrons incorrectly indicated that there was additional information to be accessed which we categorized as Help and documentation (Severity 2).
In our redesign, we kept in mind Miller’s Law, which states the average person can only keep 7 items in their working memory, and consolidate information from the previous screens.
Previously, after the user had selected a service, they were prompted to select a date and time. The breadcrumb showed their current place, however no location was selected by the user, and the steps had progressed without the user’s input. But in our redesign, we included previous selections in the stepper to aid with information recall and gave the user the ability to select their appointment location, date and time in a format that is easy to visually scan.
Our redesigned payment screen is simplified into three heuristic issues that were in the original flow.
Initially the form field did not check for email authentication. A user could go through the entire process and input the incorrect information resulting in an unsuccessful booking.
Originally the processing screen did not ask for a billing address. The user may stop right at the end if they feel it unsafe to input payment information in this unfamiliar form.
Originally we were not shown our appointment selection summary nor clarity on what exactly the user was paying for.
Lastly we added a confirmation screen so that the user does not have to recall and will have additional options to proceed.