Payment Portal
Intuit QuickBooksMoving over $300 million USD every day, the QuickBooks online payment portal is a crucial component of Intuit's technology platform. With two designers, three engineers, a product manager and a business analyst, I led multiple rounds of contextual inquiry, rapid explorations and usability testing on the checkout experience.
- Role
- Lead product designer
- Platform
- Desktop
- Duration
- 3 months
Outcomes
The Challenge
Intuit's 2022 business objectives included the integration of new transaction channels. This entailed revisiting how interface elements within the checkout portal were organized as well as leveraging analytics to uncover challenges with discoverability.
Reflection
Customer-facing platforms such as QuickBooks are in a constant state of evolution, resulting in frequent design changes that must be approached with care. New features should be incorporated into an experience without interrupting the completion of its most critical tasks.
Another implication of continuous refinement is the unfamiliarity of new features to even the most seasoned users. In the context of the QuickBooks checkout journey, there was a compromise to be made between preserving workflow simplicity and surfacing important information about what payment automation entails.
