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QuickBooks

Payroll Vision 

Role: Lead designer

2018

Project Goal

To create a 3 year out vision of what the experience is of small business owners using QuickBooks to manage their workforce to unite and excite the working team

Process

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Conduct & lead research

Coordinated, conducted, & facilitated over 25 hour-long research sessions to better understand our target demographic

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Synthesize learnings

Facilitated the synthesis of our learnings across the cross-functional team comprised of product management, engineering, compliance, and care

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Think outside of what's possible

Pushed the team through leading an analogous research session to better understand what solving similar problems in different product experiences feels like

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Establish experience principles

Facilitated the cross-functional team to build upon our learnings and establish the future experience principles for employers

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Create a vision story

Facilitated the creation of the vision story to ensure the cross-functional team had buy-in on the future of QuickBooks Payroll

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Refine & finalize vision story

Took the work the team did and continued to refine the story outline and narrative based on learnings. Worked with a graphic designer to visualize the story and coordinated with a voice artist to bring the story to life.

This work is currently being used to direct unreleased product work so the full story is confidential.

Results

Higher-engaged team excited and inspired for the future product experience

Clarified experience design principles that guided the product roadmap

Increased cross-functional partner interest in design processes & thinking