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Intranet Insider World Tour: Fidelity Investments

 

Evolution of a World-Class Intranet – How usability research played a key role in moving the Fidelity Investments intranet from the Wild, Wild West to an indispensable productivity and communications tool.

Led by: Tom Tullis, Senior Vice President of Fidelity's Human Interface Design group


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Communitelligence Learning Academy Conquering Your World

Conquering Your World

Fidelity InvestmentsFidelity’s intranet began at the grass-roots level in the mid-1990s, and since then has undergone three formal design iterations -- with many smaller enhancements along the way. 

In 1997, the first official corporate intranet introduced content integrity standards, a cohesive information architecture, and a standard look and feel.  In 2002, the introduction of portal technology allowed content to be targeted to employees based on criteria such as business unit, region or role, and enabled each employee to customize the homepage to best meet their needs. The portal’s user interface got an extreme makeover in 2006, with a streamlined appearance, added functionality, and improved performance. 



At each step, Fidelity’s internal usability lab was a full partner, helping to ensure that the intranet became not only a primary communications vehicle, but home to dozens of online applications -- making it an integral part of how work gets done at Fidelity.

What You Will Learn:
  • How getting input and feedback from users is critical to the success of an intranet
  • How to use the following techniques for getting that input at various stages of design and development:
    • Focus groups
    • Card-sorting exercises (using physical cards or online)
    • Early conceptual usability testing
    • Traditional usability testing
    • Online studies to address specific questions (e.g., response time)
  • You will see concrete examples of these from the evolution of Fidelity's intranet
  • Why standards and flexibility both matter
  • Growing your intranet from a communications tool to a productivity tool

Instructor: 
Tom Tullis

Tom Tullis    

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About Tom Tullis

Thomas S. (Tom) Tullis, Ph.D., is Senior Vice President of Usability at Fidelity Investments. He joined Fidelity in 1993 and was instrumental in the development of the company’s Human Interface Design department, whose facilities include a state-of-the-art Usability Lab. He received his B.A. from Rice University, M.A. in Experimental Psychology from New Mexico State University and Ph.D. in Engineering Psychology from Rice University. With more than 30 years of experience in human-computer interface studies, he has published over 40 papers in numerous technical journals and has been an invited speaker at national and international conferences.  He also holds eight United States patents. Prior to joining Fidelity, he held positions at Canon Information Systems, McDonnell Douglas, Unisys Corporation, and Bell Laboratories. He is an active participant in the Human Factors and Ergonomics Society (HFES), the Association for Computing Machinery Special Interest Group on Computer-Human Interaction (ACM SIGCHI), and the Usability Professionals Association (UPA).  He and Fidelity’s Human Interface Design department have been featured in a number of publications, including Newsweek, Business 2.0, Money, The New York Times, and The Boston Globe. Recently Dr. Tullis was the keynote speaker at the World Usability Day event on November 3, 2005, in Philadelphia (http://www.upassoc.org/upa_publications/upa_
voice/volumes/2005/december/wud_philadelphia.html
).

See the world’s top corporate intranets up close and personal  

Order these Intranet Insider World Tour CDs:

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Just click here, email customerservice@communitelligence.com or call 866-386-8548 or 563-386-8548.

The Communitelligence Learning Academy Promise:

We strive to ensure all our teleseminars deliver how-to, practical learnings and advice that professionals can immediately apply in their job and career. More details about Communitelligence Learning Academy Teleseminars.

 
 
 
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