Intuit Quickbooks
Intuit Quickbooks
Human capital
Human capital
Human capital
management
management
management
Desktop App
Desktop App
May, 2022
May, 2022
Live Product
Introducing a benefits marketplace within the Quickbooks payroll ecosystem
Introducing a benefits marketplace within the Quickbooks payroll ecosystem
Introducing a benefits marketplace within the Quickbooks payroll ecosystem
What happens to small business owners when they're forced to compete for employees but can't afford to give big business benefits? Many SMB’s fail to find affordable benefits at a rate that makes sense to them. QuickBooks wanted to bridge that gap and expand their offerings. I led end-to-end efforts from research to prototyping and testing, alongside a cross-functional team within QuickBooks Desktop.
What happens to small business owners when they're forced to compete for employees but can't afford to give big business benefits? Many SMB’s fail to find affordable benefits at a rate that makes sense to them. QuickBooks wanted to bridge that gap and expand their offerings. I led end-to-end efforts from research to prototyping and testing, alongside a cross-functional team within QuickBooks Desktop.
What happens to small business owners when they're forced to compete for employees but can't afford to give big business benefits? Many SMB’s fail to find affordable benefits at a rate that makes sense to them. QuickBooks wanted to bridge that gap and expand their offerings. I led end-to-end efforts from research to prototyping and testing, alongside a cross-functional team within QuickBooks Desktop.
My role
My role
Product Design lead — Interaction Design, Visual Design, Strategy, Usability Testing
Product Design lead — Interaction Design, Visual Design, Strategy, Usability Testing
Product Design lead — Interaction Design, Visual Design, Strategy, Usability Testing
Team
Team
Project highlights
Project highlights
Announcements and reviews
Benefits marketplace
Integration framework
Edge cases for integration
Project impact
250+
250+
250+
SMB's onboarded into the benfits marketplace
20,000+
20,000+
20,000+
Employees provided with at-least 1 benefit
$8 Million
$8 Million
$8 Million
in estimated revenue as integrations expand
25%
25%
25%
ARPC based on a subscription service (Payroll Solution)
The opportunity
The opportunity
SECURE act 2.0 immediately made it more lucrative for employers to offer benefits like 401(k), we were at an inflection point.
SECURE act 2.0 immediately made it more lucrative for employers to offer benefits like 401(k), we were at an inflection point.
SECURE act 2.0 immediately made it more lucrative for employers to offer benefits like 401(k), we were at an inflection point.
From
From
Costly and hard to setup
Costly and hard to setup
Costly and hard to setup
To
To
Affordable and easy to use
Affordable and easy to use
Affordable and easy to use
The challenge
The challenge
Small business owners are struggling to afford, attract and retain employees who seek more than just a regular paycheck.
Small business owners are struggling to afford, attract and retain employees who seek more than just a regular paycheck.
Small business owners are struggling to afford, attract and retain employees who seek more than just a regular paycheck.
Understanding
Understanding
customers
Talking to our customers of how they currently fill the gap
Talking to our customers of how they currently fill the gap
Talking to our customers of how they currently fill the gap
As we moved into the blue sky thinking phase, our objective was to understand the current market needs from a birds eye perspective, to understand what retirement planning means to small businesses with 0 - 100 employees. We spoke to 15 Business owners.
As we moved into the blue sky thinking phase, our objective was to understand the current market needs from a birds eye perspective, to understand what retirement planning means to small businesses with 0 - 100 employees. We spoke to 15 Business owners.
Audience highlights
01
01
01
Benefits are used to be a competitive employer
02
02
02
Set plans are rarely reviewed continuously
03
03
03
Decision making by expert advisors/accountants
04
04
04
Employers would rather spend time building their business
Creating a scalable, simple integration framework
Creating a scalable, simple integration framework
Creating a scalable, simple integration framework
Based on the inputs from the Benefits team, the technical constraints of the product and the user research, we prepared a user flow that would illustrate what we need to build and where a benefit provider would step into the funnel.
Based on the inputs from the Benefits team, the technical constraints of the product and the user research, we prepared a user flow that would illustrate what we need to build and where a benefit provider would step into the funnel.
Based on the inputs from the Benefits team, the technical constraints of the product and the user research, we prepared a user flow that would illustrate what we need to build and where a benefit provider would step into the funnel.
Creating a framework for in-platform discovery
Creating a framework for in-platform discovery
Creating a framework for in-platform discovery
New features had not been release for the past 5 years of Quickbooks Payroll — until now. In order to inform and convert, I had to build a scalable framework to define discovery (for more than benefits).
New features had not been release for the past 5 years of Quickbooks Payroll — until now. In order to inform and convert, I had to build a scalable framework to define discovery (for more than benefits).
New features had not been release for the past 5 years of Quickbooks Payroll — until now. In order to inform and convert, I had to build a scalable framework to define discovery (for more than benefits).
A hands free integration experience for users
A hands free integration experience for users
A hands free integration experience for users
All the benefits in the marketplace follow a similar pattern of integration given the framework i designed to setit in place. This not only let's the experience remain consistent, but also helps identify partners willing to work within the framework.
All the benefits in the marketplace follow a similar pattern of integration given the framework i designed to setit in place. This not only let's the experience remain consistent, but also helps identify partners willing to work within the framework.
All the benefits in the marketplace follow a similar pattern of integration given the framework i designed to setit in place. This not only let's the experience remain consistent, but also helps identify partners willing to work within the framework.
Teting to reduce risk of over solving the problem
Teting to reduce risk of over solving the problem
Teting to reduce risk of over solving the problem
I introduced a new framework — a rainbow matrix approach to testing the platform. This allowed the team to collaborate on UT as an XFn team. No major usability issues were found.
I introduced a new framework — a rainbow matrix approach to testing the platform. This allowed the team to collaborate on UT as an XFn team. No major usability issues were found.
I introduced a new framework — a rainbow matrix approach to testing the platform. This allowed the team to collaborate on UT as an XFn team. No major usability issues were found.
Matrix used for testing
Script for testing
The impact
We have helped 1,000's of employees plan for a stable, healthy and fulfilling life and retirement.
We have helped 1,000's of employees plan for a stable, healthy and fulfilling life and retirement.
We have helped 1,000's of employees plan for a stable, healthy and fulfilling life and retirement.
250+
250+
250+
SMB's onboarded into the benfits marketplace
20,000+
20,000+
20,000+
Employees provided with at-least 1 benefit
$8 Million
$8 Million
$8 Million
in estimated revenue as integrations expand
25%
25%
25%
ARPC based on a subscription service (Payroll Solution)
