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QuickBooks Online for iPad

Launched in Feb 2013, QBO for iPad is a reimagining of the web experience targeted to small, service-based business owners.

I was the lead interaction designer on a small, agile team. 

I always start with sketches

I always start with sketches

The first step of our process helps us build empathy for our customers, to help us understand their needs, goals and current tools. Using ethnography, interviews, and observation, we focused on our initial target—small, service-based sole proprietors – a landscaper, a contractor. We heard how hard it is to keep up with their finances, that accounting software – even QuickBooks - was confusing, and that tax time could be a nightmare.

I start sketching during many of these sessions. 

An illustrated story - used to get buy-in, explain features, and develop empathy.

An illustrated story - used to get buy-in, explain features, and develop empathy.

Stories help the team and stakeholders understand our goals, and keep us focused on our users. 

Simple prototype of drawer behavior and other small UI elements

Prototyping was an important part of the design process. At Intuit, we "go broad to go narrow," and I particularly like fast, throw-away prototypes to see how the experience feels, or to see how a particular transition might work.

I'll make flows.

I'll make flows.

And I'll make specs.

And I'll make specs.

Final visual design of the notes drawer (seen in prototype)

Final visual design of the notes drawer (seen in prototype)

Final visual design of the item drawer (seen in prototype) 

Final visual design of the item drawer (seen in prototype) 

In addition to leading design I partnered closely with our Product Manager and our engineers. To understand how I work on an agile team, see my presentation on slideshare, "Integrating Agile and UX, Perspectives from a Designer and ScrumMaster." 

And, of course, download the app from the app store. (You can do a free trial to see how it works.) 

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