Visualization for QuickBooks
COLLABORATORS: CENTRAL EXPERIENCE DESIGN & TECHNOLOGY INNOVATION GROUP

During my summer internship at Intuit, I was involved in a project to design/prototype visualizations for QuickBooks, one of Intuit's premier solutions aimed at businesses for their financial accounting needs. Though Quickbooks had components for data visualization, it was often too simplistic and constraining to be useful for business users.

The project also had a wider goal of communicating the potential of interactive visualizations to various groups in the organization, and evoking interest in these product groups to incorporate advanced visualizations into their own products.

Approaching the problem, I did an extensive data analysis to get a sense of the multivariate enviroment, and combined with user research analysis to understand the needs of these business users. Though there were two iterations of the project before I joined, I was asked to start on a clean slate adapting from the learnings of the previous iterations. User research suggested that cashflow was an important parameter for most users of the software. Design concepts that were generated to visualize this parameter are shown in the presentation below. Other perspectives of the data were also taken into account, but those visualizations could not be included here.

The images shown are a copyright of Intuit, Inc, and used here with permission. Please do not download/use these images in any other context. Thanks!


User Research Collaboration & Analysis
COLLABORATORS: JONATHAN GUIDRY, AARON HEBER

User Research is an inherently collaborative process with multiple stakeholders involved in all stages of the project. Each of these stakeholders bring in their own unique perspective to the problem at hand, and thus it is extremely important to take these inputs into consideration. Typically, user research is also a messy process (especially for large projects) and could turn into a nightmare for the analysts involved. Optimal results cannot be gained because of the unnecessary effort required by the people involved, and important learning that could lead to a better product could be lost in the shuffle.

Working with a team of two others, I brainstormed/designed a solution for user research collaboration & analysis. This project was well-received and won a product innovation competition within the company.

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