Quickbooks Desktop Data Migration
May 2014 - July 2014
As part of Intuit's major initiative to migrate QuickBooks desktop users to QuickBooks Online, I worked with 3 other designers on redesigning the data migration flow within the desktop product. The goal was to address low rates of subscription to QuickBooks Online and high volumes of customer calls. Since we were unable to improve the data migration backend, our designs had to account for technical limitations to achieve business goals.
Our designs reduced customer calls by 70% and increased QuickBooks Online subscription rates by 15%.
The biggest issue with the original design is that we set expectations incorrectly for data migration.
New User Flows
Another problem was that every user was put through the same data migration flow but one size doesn't fit all. So, we used user segments and data types to create use cases, which led to various flows specific to each user type.
Incorporating the New QuickBooks Online Design Style
We also wanted to incorporate QuickBooks Online's new design style to the QuickBooks Desktop app. We iterated through several concepts that incorporated this new design style and iterated through various flows that would recommend how users should migrate their data.
In our final designs, we created a guided experience that set appropriate expectations with customers and aligned to the QuickBooks Online design style.