This project is currently under NDA. I’m always happy to run through the details in a presentation. Feel free to scroll down, or reach out to me via email for details.
All data in the interfaces shown is placeholder data.
Summary and Moment of Gratitude 💙
During my internship, I worked with a talented team of data scientists, strategists, and researchers to support seasonal small businesses. Intuit's culture empowered me to take full ownership of the project, guiding it through research, ideation, building, and testing in just three months. I'm incredibly grateful for the mentorship, feedback, and support from my team and manager, which helped me grow both as a designer and as an individual.
PROBLEM SPACE AND CONTEXT
01 TL;DR about QuickBooks and Team Context
QuickBooks, Intuit’s flagship accounting software, holds valuable information about a business’s customers and services. The current rapid experimentation efforts involved working with the Data Science teams to analyze trends in this data, and design features to help small businesses grow by identifying smart marketing opportunities.
02 Customer Problem
Small businesses often struggle with limited time and heavy manual work as they try to grow. Current efforts involved using QuickBooks data to find customers to market to, but this approach doesn’t always address the unique needs of their industry. It doesn't help them figure out what to market or when, making them feel less confident about achieving sustainable growth.
How might we design low-effort features that address the unique needs of industries for small businesses trying to grow?
SOLUTION AND IMPACT OVERVIEW
Designing pre-built seasonal campaigns based on industry specific trends.
RESEARCH OVERVIEW
DEFINE
DESIGN
How will users be introduced to the feature?
Card Design
TESTING AND ITERATIONS
Users still wanted to add services in addition to the suggested ones
Users had different needs, from adding easy-to-provide services to unique ones. Our design needed to be flexible, like in multiple platforms that offer suggestions but also allow customization.
Marketing depends on workloads
Small businesses may not always have the resources to meet customer demand, and prefer to schedule marketing campaigns based on their upcoming capacity.
FUTURE SCOPE
01 How can we scale the feature to more seasonal industries?
While small businesses in the landscaping industry were our primary audience, we started to think about how this feature could be scaled to more seasonal industries. The data science study showed promising patterns in other industries, but the user-feature fit would need more research, testing and exploration.
02 How can we solve the occasional arbitrary outputs from the data science model?
Some service names appeared arbitrary and unrelated due to users entering placeholder names, which impacted the DS model outputs. This issue affected multiple data-driven experiences in QuickBooks and requires deeper exploration.
