Intuit

B2C - TurboTax

Role

Sr. UX Designer/XD - Interaction Designer(Prototyper - Consultant)

Project Vision

TurboTax is one of the leaders in consumer tax software. This is an ongoing web-based project is with a responsive mobile design. My role was to iterate on the product Interaction Design used for usability testing.

Design Process

During my tenure at Intuit, I was an Interaciton Designer and part of the usability testing sessions as an observer.

At the end of each session, we de-briefed and synthesize findings. We then ideated ideas and produced action lists for each dedicated team.

My role was to produce interactive prototypes to be used during the usability testing sessions.

Outcome

Refinement of user interactions, qualitative data.

Research and Design

HTML5/CSS3/Javascript

Methodology

Based on the qualitative data I created storyboards to assist in the development of the prototypes.

The prototypes were built in HTML, CSS, and JavaScript and were used to develop the working models.

Prototypes

Validating a Micro-Interaction

Finding new ways for old problems

Context

On the feedback screen users expressed confusion with the grading system.

They also noted that the "physical" button was too small to touch on mobile

I used this opportunity to prototype newer controllers and a rating system

Ideations

The product team took the prototype ideas and would validate them in the next usability testing. I left Intuit before the next session.

Results

TurboTax Impact

The impact of this work is seen by the TurboTax adoption by 10’s of millions of users.

Here are some keys that make TurboTax a delightful experience:

  • It motivates users by goals, not tasks.
  • It personalizes users' experience and uses acrafted microcopy.
  • It automates and eliminates friction points and keeps users focused.
  • It shows progress towards goals and re-engages users by email.