Forming great relationships with the ATO

Forming great relationships with 
the ATO

Forming great relationships with the ATO

Forming great
relationships with
the ATO

Forming great relationships with the ATO

DIGITAL TRANSFORMATION AGENCY

Relationship Authorisation Manager

The Relationship Authorisation Manager (RAM) is an ATO product that allows a business to authorise agents to interact with the ATO on their behalf. Working with a small team at the DTA I guided and implemented major changes to both the UI and IX, delivering a prototype that performed significantly better across all users tested.

The Relationship Authorisation Manager (RAM) is an ATO product that allows a business to authorise agents to interact with the ATO on their behalf. Working with the DTA I guided and implemented major changes to both the UI and IX, delivering a prototype that performed significantly better across all users tested.

RESPONSIBILITIES

UI Design, UX, Interaction Design, User Testing

RAM-hero

Humble beginnings

Humble beginnings

The ATO's Relationship Authorisation Manager (RAM) was an existing product in private beta that had been testing poorly with users. The initial brief from the client was to add some polish to the UI, but it was immediately apparent that this would not solve the serious UX issues that were causing the users so much frustration.

I decided to establish what UX issues were contributing to this poor performance, and to deliver an improved experience that would test well with users while still being feasible. The UI redesign would be part of this wider piece of work.

RAM-existing

The existing RAM beta was not testing well with users.

The existing RAM beta was not
testing well with users.

Establishing a baseline

Establishing a baseline

After observing several user testing sessions it became clear that the users were struggling with many aspects of the existing experience. Copy lacked clarity, the interface was cluttered and inconsistent, and established UI patterns were not being followed. To document these issues I decided to carry out a UX audit of each component screen, highlighting issues and providing suggested improvements. 

After observing several user testing sessions it became clear that the users were struggling with many aspects of the existing experience. Copy lacked clarity, the interface was cluttered and inconsistent, and established UI patterns were not being followed. To document these issues I decided to carry out a UX audit of each component screen, highlighting issues and providing suggested improvements. 

View the full UX review

RAM-uxreview-01
RAM-uxreview-02

Improving the flow

Improving the flow

The first step was to analyse the flow and look at areas where interactions could be either simplified or removed entirely. In particular the onboarding process and overview screens were performing poorly with users getting confused over what they needed to do next. 

RAM-prototype-01

Finessing the interface

Finessing the interface

In order to help uplift the product I worked with the ATO to establish a new visual identity that would work with the DTA's design language, creating a style-guide with typography, colours and iconography that would assist in making the interface appear more modern and accessible. 

Graphic Identity

RAM-styleguide-02

Typography

RAM-styleguide-03

Brand Iconography

Brand Iconography

RAM-styleguide-01

Colours

RAM-styleguide-04

Testing the prototypes

Testing the prototypes

I used Sketch, Craft and InVision to build the first two prototypes as this afforded us the agility to make quick changes as and when issues were discovered. We ran three rounds of user testing on the new design and there were immediate improvements on user task completion on the first round, and subsequent refinements to the interface showed that we were on the right track, with test scores steadily increasing on each round of testing.

One major insight was that users struggled even with the most basic of tasks when presented with data that was not their own - one of the drawbacks of using static screens in a prototype. In one test 4 out of 5 users failed to log out.

I decided we should build an HTML prototype and then use it to capture user information at the start of each test session, such as their name and business names, and that this would help make the product more relatable to them.

We engaged a developer to create this final prototype, and the last round of testing was extremely successful, with every task being passed easily by all users.

After observing several user testing sessions it became clear that the users were struggling with many aspects of the existing experience. Copy lacked clarity, the interface was cluttered and inconsistent, and established UI patterns were not being followed. To document these issues I decided to carry out a UX audit of each component screen, highlighting issues and providing suggested improvements. 

View the final prototype

Analysing the results

Analysing the results

After the third round of testing we put together a document for the ATO which summarised our methodology, user demographics and key findings. This was handed over with the final proposed design. We also put together a more in depth report which went into more detail around specific tasks and recommendations.

After observing several user testing sessions it became clear that the users were struggling with many aspects of the existing experience. Copy lacked clarity, the interface was cluttered and inconsistent, and established UI patterns were not being followed. To document these issues I decided to carry out a UX audit of each component screen, highlighting issues and providing suggested improvements. 

View the User Testing summary 

RAM-usertesting-03
RAM-usertesting-02

Final designs

Final designs

Below is a small selection of the final screens. 

Login screen

RAM-landing

Add an authorisation

RAM-add

Manage authorisations

RAM-manage

Edit permissions

RAM-permissions

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