StudentShare
Contact Us
Sign In / Sign Up for FREE
Search
Go to advanced search...
Free

Interaction and Usability, Insurance Sales Tracking - Essay Example

Cite this document
Summary
From the paper "Interaction and Usability, Insurance Sales Tracking " it is clear that Sales movement can be measured and used to enable an individual or account to interact with a given interface of the system. Each sale level can have a different interface…
Download full paper File format: .doc, available for editing
GRAB THE BEST PAPER94.9% of users find it useful
Interaction and Usability, Insurance Sales Tracking
Read Text Preview

Extract of sample "Interaction and Usability, Insurance Sales Tracking"

INSURANCE SALES TRACKING SYSTEM – COMPUTER INTERACTION AND USABILITY RESEARCH by City, State Date Contents 1.0Introduction 3 2.0Discovery Methods 3 2.1Primary Research 3 2.2Secondary research 3 3.0User needs analysis 4 3.1Persona 4 3.2Environmental analysis 4 4.0Preliminary Design 4 4.1Storyboard 4 4.2Strategy Hierarchy Diagram 5 5.0Detailed Design 5 5.1Sales system as an input device 5 6.0Evaluation 6 6.1Cognitive walkthrough 6 6.2Heuristic Evaluation 6 8.0References 10 1.0 Introduction Insurance sales tracking is a technique whereby an individual’s sales record are measured and stored so both the employer and employee can know exactly how they are performing. Tracking sale online can help in HCI and in understanding how information is manipulated and how it may affect final performance of overall outcome. In this manner, information processing systems can be better studied and relevant data recorded to provide insight to future improvements. Insurance sales track can also be set to capture relevant user information and movements that can enable better interaction between the two subjects. This paper will take an overview of the system and its functionality. In addition, it will provide a practical guide to successful marketing of insurance products through keeping track of the essential records of other famous artists. 2.0 Discovery Methods 2.1 Primary Research The rapid growth and enhancement of digital technology has seen a tremendous transformation in the field of marketing and research. Systems such as UPC scanners, ins tore tracking and caller id systems collect customer information and shopping patterns which r so important. Online research has taken center stage and its impacts are huge. With the steady penetration of internet to homes has led to simplified primary research methods a task now no longer left to partners. Primary research for this system will include direct interviews and questionaries’ to be filled and upon collection compiles and sorted appropriately. 2.2 Secondary research Naturally, secondary research consists of library, books, magazine and all forms of print media. Traditionally considered a slow and is time consuming. With the introduction of internet and digital information secondary research has become similar to primary research. 3.0 User needs analysis 3.1 Persona John is a 26 year old and works as a sales person in an insurance agency. He has recently been hired to the agency and has received three days training on the agency’s products and packages. He has been given a booklet with all the information he will need to make sales. He is eager to make a good impression and hopes to exceed the sales target set for him by his manager. About 80% of potential buyers usually do not know all the packages offered by the agency and thus have questions regarding all the products. The also ask for advice regarding which product would be best for them with regard to their unique needs and capabilities. He however feels awkward using the manual in the presence of potential buyers as he feels it gives the impression that he does not understand the products. He has a computer on his desk which he uses to enter client details and write daily reports of his sales. He feels it would be easier to look up information if it was stored in the computer. 3.2 Environmental analysis This system will operate indoors mostly with the two main users being the manager/ employee and the user/ employee. The primary environment ideal with such systems is likely to be in the office. However on certain special instances may require the user to carry the system to the field in which will require keen observation 4.0 Preliminary Design 4.1 Storyboard Sales movement tracking system is increasingly being deployed in organizations to study market and sales process. Essentially, this system will present core aspects of its functionality and a practical guide to the implementation and use of the sales tracking system. In addition a keen the various ways in which sales movements can be tracked and systematically taken into account to examine interface usability. This is a clear illustration of the advantage of keeping track of sales information and how it directly impacts on sales. Finally, the various opportunities that will be opened with the introduction if this system are enormous and it has the potential of being expound on to capture other aspects too. 4.2 Strategy Hierarchy Diagram 5.0 Detailed Design 5.1 Sales system as an input device Sales movement can be measured and used to enable an individual or account to interact with a given interface of the system. Each sale level can have a different interface and by so doing unlocks a certain number of access rights and privileges to the system. Speech commands could be incorporated to make the system more interactive and personalized in order to suit each user individually (Kaur et al, 2003). In addition, the various sales entities and policies sold can be entered by a user which in turn will be used to verify the load of work that each user has. 6.0 Evaluation 6.1 Cognitive walkthrough This is a usability inspection means that evaluates the relative simplicity of a system in a scenario where it is highly unlikely for any training to be undertaken. When an external party is interacting with the system for the first time rather than use pre-existing knowledge of the system each step the user makes can be studied. The findings can them be used to determine if these actions moves the system closer of further away from that system. Cognitive walkthrough of the insurance sales system would offer a new way to identify several unique feature of the system at each stage. Systems that meet these criteria are considered useable and even quickly learnable. 6.2 Heuristic Evaluation This form of evaluation uses an agreed upon set of best practices to ensure and help in detecting possible usability problems actual users are brought in to test the system. It is a form of informal system usability test to check every function in the system does its work and in its simplest form. These tests will require everyone or indeed anyone from a naive programmer to expert opinions I ensuring that minor usability problems are found and rectified prior to the main test. 7.0 Appendix Sample Questionnaire 1. During the training, what areas are tested? Tick all that apply. Bank products Customer care Bank history Other (Please specify)………………………………. 2. What features in websites appeal to you the most? Ease of use Learning interaction Links among the pages Presentation interesting Proper font Friendly interface 3. With regard to content, what do you consider the most important? Rate each according to the level of importance. Clarity High Average Low Suitability High Average Low Interesting High Average Low Proper ordering High Average Low 4. Which interaction features do you like the new system to have in order to improve the operational functions? Prompt features Alert messages Use of sound for alert 5. What are some of the non-functional features that you would want incorporated into the system? Adequate security measures Speed and efficiency Good output – reports Accuracy 6. What functionalities would you like the system to accomplish for the bank? Timing exam sessions Generating performance reports Generating error reports Provide feedback on performance Authentication using staff ID and password Authorization for various user categories Register new user Recovery of passwords 7. How long would you like a test to be available before it expires? 5 days 1 week 12 days Others (Specify)………………………………. 8. What colors (color scheme) would you prefer? ……………………………………………………………………………………………………………………………………………………………………………………………… PART B (This part is to be filled by people in management). 1. Do you have any experience with computers? 2. Do you have any formal training on computer application? If yes, what level of training? Certificate Diploma Degree Other (specify)……………………………… 3. What features in websites appeal to you the most? Ease of use Learning interaction Links among the pages Presentation interesting Proper font Friendly interface 4. With regard to content, what do you consider the most important? Clarity Suitability Interesting Proper order of content 5. Which interaction features do you like the new system to have in order to improve the operational functions? Prompt features Alert messages Use of sound for alert 6. What are some of the non-functional features that you would want incorporated into the system? Good output – reports Accuracy Adequate security measures Speed and efficiency 7. What functionalities would you like the system to accomplish for the bank? Timing exam sessions Generating performance reports Generating error reports Provide feedback on performance Authentication using staff ID and password Authorization for various user categories Register new user Recovery of passwords 8. What colors (color scheme) would you prefer? ……………………………………………………………………………………………. …………………………………………………………………………………………….. 9. After how long should the system give performance reports? After every test Monthly After 3 months 8.0 References Kaur, M., Tremaine, M., Huang, N., Wilder, J., Gacovski, Z., Flippo, F., & Mantravadi, C. S. (2003). Where is "it"? Event synchronization in gaze-speech input systems. In Proceedings of the Fifth International Conference on Multimodal Interfaces (pp. 151-158). NY: ACM Press. Read More
Cite this document
  • APA
  • MLA
  • CHICAGO
(Interaction and Usability, Insurance Sales Tracking Essay Example | Topics and Well Written Essays - 1250 words, n.d.)
Interaction and Usability, Insurance Sales Tracking Essay Example | Topics and Well Written Essays - 1250 words. https://studentshare.org/information-technology/1798862-interaction-and-usability
(Interaction and Usability, Insurance Sales Tracking Essay Example | Topics and Well Written Essays - 1250 Words)
Interaction and Usability, Insurance Sales Tracking Essay Example | Topics and Well Written Essays - 1250 Words. https://studentshare.org/information-technology/1798862-interaction-and-usability.
“Interaction and Usability, Insurance Sales Tracking Essay Example | Topics and Well Written Essays - 1250 Words”. https://studentshare.org/information-technology/1798862-interaction-and-usability.
  • Cited: 0 times

CHECK THESE SAMPLES OF Interaction and Usability, Insurance Sales Tracking

London Life Insurance Company

sales and administrative operations of the company were supported by a professional team of around 2,700 and 2,600 working as the sales and administrative workforce for the company respectively.... Through the use of the Group Insurance Plans the company was able to enhance its sales network with the corporate client base encompassing around 16,000 different concerns.... Problem Statement The main problem that Ralph Simon faces relating to the salespersons pertains to the failure in understanding of the process of motivating them to sustain and enhance their sales activities pertaining to insurance and financial products....
10 Pages (2500 words) Assignment

Deafness Critique Scholarly Articles

Bearing in mind that good speech intelligibility is used as criteria to include a child in one setting or another, cause-effect interaction should also be deliberated when considering these results.... (Most) The current study investigated the relationship between two types of inclusion settings and speech intelligibility of children with severe profound hearing loss....
4 Pages (1000 words) Essay

Strengths and Weaknesses of Shenzhen Company

Company Information (30 pts) Shenzhen was the company I worked in and I was in the sales and selling department for most of the time that I was at post.... The only reason that could count for the selection of the sales and selling field is the fact that my academic study at the higher level is directly linked to sales and marketing and also customer service....
6 Pages (1500 words) Essay

Telematic Insurance Cover

This paper explains what telematics insurance policy is, its advantages and disadvantages to new young drivers who want to purchase new motor insurance.... The two young drivers are not related at all but both have an intention of purchasing their own motor insurance for 2013.... This insurance mostly targets young drivers because they are inexperienced and reduces their chances of getting into road accidents (Avery, 2011).... This puts them on the high premium section because they are high-risk insurance buyers (Telematics insurance, 2012)....
6 Pages (1500 words) Research Paper

Executing, Controlling, and Closing Projects

Identify the procurement and sales processes; determine the sequence of the processes and their interactions.... Ensure uniform implementation of the processes by all their sales agents across multiple states.... As TopLiance Corporation decided to implement on-line sales program, the corporation must ensure and uninterrupted sales service, fault free secured transactions without any inconveniences/losses to the customers as well as to the corporation....
2 Pages (500 words) Essay

Behavioral Styles and Abraham Maslow

It was discovered cognitive behavior, student experience and student interaction had different impact on the learning behaviors in that students with high cognitive ability showed high learning as compared to interaction and experience.... For instance, in order to determine the behavioral styles in sales performance, a data from 80 sales personnel was used.... Goal clarity It was discovered that self-efficacy was very important in determining sales performance....
2 Pages (500 words) Essay

Operations Forecast Tools

In addition, it eases the tracking of sales volumes and storage and retrieval of data (Proceedings 501).... Each company uses a particular tool so as to predict the future of its sales.... The analysis is done based on the current trend of sales.... sales forecasting helps the organization to estimate the expected income, the required… This essay highlights two companies and the operations forecast software tools used. The Delphi is an automotive production company that manufactures and supplies automotive products to various markets....
3 Pages (750 words) Essay

Firefighting is an Especially Dangerous Job

The paper "Reflexive Journal" discusses the situated learning context of different approaches, beneficial to the participants in the training process since it enhances this process of synthesis and evaluation of the knowledge that has been acquired initially, using the example of a firefighter....
7 Pages (1750 words) Essay
sponsored ads
We use cookies to create the best experience for you. Keep on browsing if you are OK with that, or find out how to manage cookies.
Contact Us