Design

Getting the scope of your transaction right

Scoping your transaction means deciding what the transaction does and doesn바카라 사이트™t do, and which problem it solves for users.

If you scope your transaction too broadly or try to make it do too many things, it won바카라 사이트™t be obvious what problem it바카라 사이트™s solving. And users won바카라 사이트™t be able to get straight to the task they need to complete.

If the scope is too narrow, the transaction won바카라 사이트™t fully solve the user바카라 사이트™s problem, meaning they don바카라 사이트™t get the outcome they need.

How transactions join up with a user바카라 사이트™s wider journey

While transactions are certainly helpful in their own right, they바카라 사이트™re often most useful because they help users work towards completing a bigger goal. For example, booking a theory test is only helpful because it helps you work towards learning to drive.

This means it바카라 사이트™s crucial that a transaction joins up coherently with any related subtasks, so that users can do the thing they바카라 사이트™re trying to do quickly and easily.

The ideal way to do this would be to zoom out, look at what the user바카라 사이트™s trying to do and break up the journey into subtasks that make sense from their perspective. There바카라 사이트™s guidance to help you map and explore user journeys in this way.

Most teams don바카라 사이트™t get to take this broad view, though. Instead, they바카라 사이트™re given something to work on and have to scope it so it forms a coherent part of the user바카라 사이트™s wider journey. This guidance will help you do that.

Understand where your transaction fits in the user바카라 사이트™s journey

Unless there바카라 사이트™s an existing map or service landscape you can use, it바카라 사이트™s useful to when trying to scope your transaction. This will help you see all the tasks a user needs to complete and scope a transaction that makes sense as part of that overall journey.

You could use a:

  • user journey map (sometimes called an 바카라 사이트˜experience map바카라 사이트™) to show all the tasks a user has to complete to do the thing they바카라 사이트™re trying to do -
  • service landscape to show everything from both the user and organisation바카라 사이트™s perspective -

Make sure everyone can edit any digital versions you make - something like a spreadsheet or slide deck works well.

Scope things how users see them - not how government sees them

Transactions tend to be more intuitive when they reflect a task a user would recognise. This might mean it바카라 사이트™s best to merge things that government views as separate tasks.

For example, students can apply for a grant, loan and a bursary to help pay for their higher education.

바카라 사이트 views these as separate tasks, but to the user they바카라 사이트™re part of the same thing: paying for university.

So bringing those 바카라 사이트˜separate바카라 사이트™ tasks into a single transaction makes sense: it solves a problem a user would recognise. It also means they don바카라 사이트™t have to provide government with the same information several times.

Always pay attention to how users talk about what they바카라 사이트™re trying to do in research sessions. This will help you build something that makes sense to them.

Don바카라 사이트™t try to address more than one task per transaction

Don바카라 사이트™t bring tasks together into one transaction for the sake of it, though - especially if they바카라 사이트™re not related, or users don바카라 사이트™t think of them as part of the same thing.

Users generally want to complete one government task at a time - so there바카라 사이트™s usually no advantage in making transactions serve more than one purpose.

And if you try to address several tasks within one transaction, you바카라 사이트™ll struggle to give it a descriptive name and users won바카라 사이트™t be able to work out what it바카라 사이트™s for.

For example, the Environment Agency (EA) broke the 바카라 사이트˜What바카라 사이트™s in your backyard?바카라 사이트™ service into several smaller transactions. Doing things this way lets the user access the thing they need directly, and makes it easy to give the transactions a descriptive name - for example, 바카라 사이트˜Sign up for flood warnings바카라 사이트™.

So start with one transaction per task. And only bring tasks together into a single transaction if:

  • you see in research that users think of a group of tasks as part of the same thing, even though government sees them as separate
  • you can바카라 사이트™t solve a recognisable problem without bringing them together into one transaction

Don바카라 사이트™t let organisational structures or technical choices dictate the shape of your transaction

Users shouldn바카라 사이트™t have to understand the structure of government to access services. So it바카라 사이트™s important to scope transactions based on tasks rather than the organisations providing them.

And don바카라 사이트™t let technical choices dictate the shape of your service. For example, services that need it can use a common authentication system without necessarily being brought together into a user account.

If you start with separate transactions, you can always bring them together later. It바카라 사이트™s usually much harder to do it the other way around.

Only put information inside a transaction if it needs to be there

It바카라 사이트™s important that users can find the information they need. They won바카라 사이트™t find it if it바카라 사이트™s hidden inside a transactional service, because content inside services doesn바카라 사이트™t come up in search results.

So only put information inside a transaction if it바카라 사이트™s an integral part of the transaction.

For example, you might see in user research that a user is struggling with a particular question. It makes sense to provide more information at this point in the transaction: just enough to let the user answer the question. You바카라 사이트™re providing information at the point of need.

If the information isn바카라 사이트™t an integral part of the transaction, publish it as guidance on 바카라 사이트 so it바카라 사이트™s easy to find.

Updates to this page

Published 9 December 2016
Last updated 1 May 2019 show all updates
  1. Updated to reflect the fact that this guidance covers the scoping of transactions, rather than whole services.

  2. Updated guidance on getting service scope right, when to put information inside a transaction

  3. Guidance first published