Payment Portal

Moving over $300 million USD every day, QuickBooks' online payment portal is a cruical component to Intuit's technology platform. With 2 designers, 3 engineers, a product manager and a business analyst, I led an iteration of the checkout experience to improve discoverability of existing features and scalability for novel payment options.

Role: Lead product designer

Platform: Desktop Web

Result: Facilitation of 2 new payment channels and streamlined automation workflow

The Challenge

Intuit's 2022 business objectives included introducing new payment options and increasing engagement of existing automation features. This entailed revisiting how interface components 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.