Context
Invoicing is one of the key features that new to franchise customers seek when choosing QuickBooks to run their business. Internally, the Invoicing team hadn't shipped a customer facing experience for over a year and needed something to focus on and get excited about. Through a mobility move, I embraced this challenge to focus on growing my design leadership capabilities. As the design leader, I gained experience managing up to advocate for a brand new and paradigm-challenging customer experience, I gained practical experience managing performance related issues on the design team, and I partnered closely with a multidisciplinary team to deliver customer and business outcomes.

My role

• Design lead and manager: Drive execution of the MVP experience, galvanize my team around a shared goal
• Co-creator and evangelist: Partner with PM and PD to define and deliver the strategy and framework

Partners

• Product design - Content
• Product design - Visual
• Product management 

Success metrics 

• The experience we shipped out-performed the control by 1.5 points for created invoices paid on Intuit "rails"
• Repositioning invoicing from a bookkeeping task to a front office task drove a 14% lift in companies sending pay enabled invoices.

Goal

Reposition invoicing from a bookkeeping task to a front office task to increase payments volume

Galvanize the team and our senior leaders around a shared vision

Outcome

Rethink Invoicing drove a 14% lift in companies sending PE invoices.