Challenge Summary
SWAN is a service offering providing an end-to-end cloud based Tax and Accounting function for mid-market businesses. The core service covers bookkeeping, payroll, month end management accounts, annual statutory accounts, corporation tax returns and indirect tax returns. In addition, SWAN also provides high quality management information and a data analytics capability to understand business performance.
Round 1
Submit your wireframe for a Checkpoint feedback- Submit an initial version of your solution, please focus on tablet for checkpoint.
Notes.jpg: Any comments about your design for the Client.
Round 2
Final wireframe plus Checkpoint feedback- Submit final version of your solution.
Notes.jpg: Any comments about your design for the Client.
Challenge Description:
The goal of this challenge is to plan the experience and functionality of the new web application. We have decided to refresh the SWAN client experience and one way to bring about that is via a new digital client interface. This client interface will be configurable for each client and will support different user personas ranging from day-to-day transactional users through to senior business decision makers, such as the Chief Financial Officer (CFO), and will be responsive to different user devices i.e. mobile, tablet and desktop.
A key end-user of this service is the CFO and we would, therefore like to be able to clearly demonstrate to the CFO how they would interact with this interface in order to monitor and manage the financial performance of their business and keep on top of, and action, specific tasks requiring their attention.
We are looking for wireframe (Axure) solutions based on the requirements below. We’re also looking to the community to come up with interesting ideas for the workflow - we’re absolutely open to creative solutions!
At the end of this wireframe challenge, we are looking to have a complete solution for the CFO user experience and flow.
Wireframe Expectations:
- Produce HTML click-through wireframes that can be used to demonstrate all mentioned functionalities as required in each round.
- The website must be very easy to use and intuitive. Keep that in mind when designing your solution.
- You MUST cover all screens mentioned in required sections below, if any requirement is missing in final submission the client will not look at it, so make a checklist for the required screens to make sure you designed all of them.
- Please show us your proposal as a movie or series of wireframes that communicate the user’s intended interaction with your proposed solution.
- You MUST use wireframes note pane in every single page you design to explain what items are addressed in that page from the documentation, what things you added/changed/removed, use it to make your idea clearer and help the client to give you constructive feedback.
Notes:
- This is going to be a Responsive Web App.
- The Platform Wireframe is an example only. Do not directly copy this, we are looking for NEW innovative ideas.
- Your wireframe submissions need to be able to drill down for all page flows.
- Show your wireframe solution for:
-- Desktop view (Desktop Resolution: Design for a Display of 1366px x 768px with a 21 inch display).
-- Tablet view (Tablet Resolution: Design for a Display of 2048px x 1536px with a 9.7 inch display).
- Feel free to suggest any tools/functions that can bring good User Experience for this tool.
Personas:
- As a CFO: I will present and report accurate and timely historical financial information of the company to my stakeholders both external (shareholders, government) and internal (other members of management) and must be compliant to reporting deadlines such as filing the company's tax returns and statutory financial accounts
- As a CFO: I am responsible for the company's present financial condition (reported through a series of key performance indicators) and decisions on how to invest the company's money by taking into account risk and liquidity
- As a CFO: I am responsible for the economic strategy and forecasting of the company and an integral part of a company's future. I must be able to identify and report on the areas of the business that are performing well and those that are not and then capitalise on this information
User Stories:
The user stories can be found in the ‘User Stories for click demo v0 2’ document (refer to the Supporting Documents section)
Suggested Pages:
Feel free to suggest additional/alternative pages to improve the User Experience
1- Dashboard page:
- Please refer to User Story 1 in ‘User Stories for clickable demo’
- Please refer to page 3 of Platform Wireframe example.
- This page will also contain information regarding data and privacy concerns.
2- KPI page:
- Please refer to User Story 2 in ‘User Stores for clickable demo’;
- Please refer to page 4 of Platform Wireframe example
3- My Tasks page:
- Please refer to User Story 3, 4, 5 and 6 in ‘User Stories for clickable demo’
- Please refer to page 5 of Platform Wireframe example
- Please note the Payment Run content example for the nature of information in a Payment Run
4- Contact Us page
- Please refer to User Story 7 in ‘User Stories for clickable demo’
- Please refer to page 6 of Platform Wireframe example
Supporting Documents:
- User Stories for clickable demo (User Stories.xlsx)
- Payment run content example (Payment run content example.xlsx)
- Platform Wireframe example (Platform Wire Frame 200516.pdf)
- Statutory accounts content example (Example statutory accounts.pdf)
Learn Axure:
New to Axure? Here are some quick tutorials to help you get started.
http://www.axure.com/learn
Target audience:
- CFOs of mid-sized companies
Judging Criteria:
- User Experience of application.
- Completeness and accuracy of the wireframe as defined in the spec requirements.
- How well your wireframes provide a consistent user flow.
Additional SWAN Challenge Rules:
Client will require all participants to disclose its relationships with any public or private company prior to entering a Challenge and shall update this information if they are shortlisted by Client. Client shall conform their eligibility to participate in the Challenge before they are selected as a Winner and awarded the prize.
The final evaluation and decision on the eligibility of the participants rests solely with Client. In no event shall Client be liable to any participants if Client deems the participant ineligible due to regulatory reasons. In the event the winning entrant is not eligible, Client reserves the right to expel the entrant from the Challenge or competition. Also, Client reserves the right to terminate the Challenge or competition and/or any associated arrangement, in part or in whole, with immediate effect, if it reasonably determines that the continuation of the Challenge or competition and/or arrangement, would, in its opinion, be contrary to its policies or applicable standards, laws, or regulations regarding audit independence.”
Submission & Source Files:
Preview Image
Please create your preview image as one (1) 1024x1024px JPG or PNG file in RGB color mode at 72dpi and place a screenshot of your submission within it.
Submission File
Generated HTML files with all the requested contest requirements stated above.
Source Files
Wireframes should be built in Axure. The resulting files should have generated HTML files. Also, all the content must be listed and the pages are linked together to show page flow.
Final Fixes
As part of the Final Fix phase, you may be asked to remove, update, or change some features of the wireframe.
Please read the challenge specification carefully and watch the forums for any questions or feedback concerning this challenge. It is important that you monitor any updates provided by the client or Studio Admins in the forums. Please post any questions you might have for the client in the forums.