Designing the unified onboarding system that enables how small businesses around the world move money across QuickBooks.
Platform and activation
2021 - 2022
Intuit
Project context
Customer problem
Small businesses needed to get paid, pay employees, access capital, or open a business bank account in QuickBooks, but each required a separate and fragmented application experience.
Objective
Create a unified onboarding system that streamlined how customers move money across QuickBooks, launching first with payments and scaling to payroll, capital, and banking.
My role
Principal product designer driving strategy and execution for the global money movement onboarding system.
Key decisions made
Fragmented flows to unified system
I defined a single onboarding system that could support payments, payroll, capital, and banking while respecting different eligibility and regulatory requirements.
Outcome
Customers could move money across QuickBooks through a consistent, coherent experience rather than separate, disconnected application flows.
Sequence payments as the entry point
I intentionally designed and launched the system with payments as the first surface while ensuring the architecture could scale to additional money movement products.
Outcome
The platform delivered immediate business impact through payments while laying a durable foundation for payroll, capital, and banking.
Design for user intent and memory
I led the design of an intent-aware onboarding experience that adapted to what customers were trying to do and reused previously provided information where possible.
Outcome
Repeated applications felt faster and less redundant, improving acquisition and activation across money movement products.
Align across multiple product domains
I aligned product, design, and engineering leaders across payments, payroll, capital, and banking around a shared onboarding strategy and execution plan.
Outcome
Teams shipped against a common system instead of competing flows, reducing duplication and accelerating delivery.
