Designing QuickBooks for iPad
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This is a case study about designing QuickBooks Online for the iPad. We share our vision and design principles, our process, and how we collaborated across our company.
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Designing QuickBooks for iPad
- 1. A HANDS-ON LOOK AT DORELLE RABINOWITZ ERICA DECKER MOBILE + WEB DEVCON DESIGNING FOR THE IPAD JANUARY 29, 2014
- 2. ERICA DECKER DORELLE RABINOWITZ @twitterissilly ericadecker.com @dorelvis dorelvis.com
- 3. OUR MISSION IMPROVE OUR CUSTOMERS’ FINANCIAL LIVES SO PROFOUNDLY… THEY CAN’T IMAGINE GOING BACK TO THE OLD WAY
- 4. QUICKBOOKS 101: INTRO TO QUICKBOOKS FOR IPAD
- 5. QUICKBOOKS FOR IPAD INITIALLY TARGETED FOR VERY SMALL, SERVICE-BASED BUSINESSES, IT’S AN IOS NATIVE APP DESIGNED SPECIFICALLY FOR THE IPAD.
- 6. QUICKBOOKS FOR IPAD INITIALLY TARGETED FOR VERY SMALL, SERVICE-BASED BUSINESSES, IT’S AN IOS NATIVE APP DESIGNED SPECIFICALLY FOR THE IPAD.
- 7. QUICKBOOKS FOR IPAD INITIALLY TARGETED FOR VERY SMALL, SERVICE-BASED BUSINESSES, IT’S AN IOS NATIVE APP DESIGNED SPECIFICALLY FOR THE IPAD.
- 8. QUICKBOOKS FOR IPAD CREATE ESTIMATES & INVOICES
- 9. QUICKBOOKS FOR IPAD CREATE ESTIMATES & INVOICES
- 10. QUICKBOOKS FOR IPAD GET SIGNATURES
- 11. QUICKBOOKS FOR IPAD TAKE NOTES
- 12. QUICKBOOKS FOR IPAD GET PAID
- 13. QUICKBOOKS FOR IPAD CAPTURE EXPENSES
- 14. QUICKBOOKS FOR IPAD SEE HOW YOUR BUSINESS IS DOING
- 15. QUICKBOOKS 2014
- 16. QUICKBOOKS 2011 Online Mobile Desktop
- 17. PRODUCT JOURNEY Phase 1 Reinvent everything Phase 2 Integrate with older products Phase 3 …and beyond! Develop the entire small business ecosystem Develop the mobile ecosystem
- 18. “ I DON’T HAVE A DESIGNER. I HAVE TO DO IT MYSELF. —SOME DEVELOPER ”
- 19. “ HOW DO I WORK WITH MY DEVELOPERS? — DORELLE (AND YOU?) ”
- 20. “ ARE THERE DESIGN THINGS I CAN DO, EVEN THOUGH I’M A DEVELOPER? —SOME DEVELOPER ”
- 21. DESIGN-LED DOESN’T MEAN DESIGNER-LED.
- 22. VISION & DESIGN PRINCIPLES DESIGN PROCESS COLLABORATION 1 2 3
- 23. VISION & DESIGN PRINCIPLES
- 24. VISION & DESIGN PRINCIPLES A PRODUCT VISION INSPIRES AND ALIGNS THE TEAM TO DELIVER NOTHING LESS THAN AWESOME.
- 25. VISIONS & DESIGN PRINCIPLES VS
- 26. Sam Owner & Sole Proprietor Bruce Contractor, works on site Wendy Contractor, helps at the office VISION & DESIGN PRINCIPLES
- 27. Help me provide great customer service on the go. Help me stay organized Help me look professional and land the job! VISION & DESIGN PRINCIPLES
- 28. VISIONS & DESIGN PRINCIPLES ECOSYSTEM DESIGN PRINCIPLES Our apps should work in harmony with each other. Establish modern and iconic ownable moments. Be simple, easy to use, and guiding. Design for the user and instill confidence. Celebrate data while respecting user and device context.
- 29. VISIONS & DESIGN PRINCIPLES OUR APPS SHOULD WORK IN HARMONY Mac iPad iPhone
- 30. iPad Mac iPhone VISIONS & DESIGN PRINCIPLES SIMPLE. EASY TO USE, GUIDING
- 31. iPad Mac iPhone VISIONS & DESIGN PRINCIPLES DATA IS KING
- 32. Mac VISIONS & DESIGN PRINCIPLES CONTEXT IS QUEEN iPad iPhone
- 33. iPad iPhone VISIONS & DESIGN PRINCIPLES DESIGN FOR THE USER
- 34. VISIONS & DESIGN PRINCIPLES CREATE OWNABLE MOMENTS
- 35. ALIGNING ON VISION & DESIGN PRINCIPLES KEEPS THE TEAM ON TRACK.
- 36. RE-IMAGINING QUICKBOOKS OUR DESIGN PROCESS
- 37. DESIGN PROCESS
- 38. 4 + 4 = 8 8 = 4 + 4 = 2 + 6 8 = 4 x 2 = 12 - 4 8 = 24/3 Discovery of what is “right”. The so-called “correct” answer. Discovery of what WORKS. So many POSSIBLE answers. TRADITIONAL THINKING DESIGNING FOR DELIGHT DESIGNING FOR CORRECT DESIGN THINKING
- 39. CONFIDENTIAL DESIGN PROCESS DEEP CUSTOMER EMPATHY Follow me homes… Customer workshops… Alpha users… Interviews…Diary studies…Personas
- 40. VISIT AND OBSERVE YOUR CUSTOMERS.
- 41. CONFIDENTIAL DESIGN PROCESS GO BROAD TO GO NARROW
- 42. IT’S OKAY TO CHANGE DIRECTION AS LONG AS YOU’RE SOLVING THE RIGHT PROBLEMS.
- 43. CONFIDENTIAL DESIGN PROCESS RAPID EXPERIMENTS WITH CUSTOMERS
- 44. DESIGN, BUILD, ITERATE. OFTEN.
- 45. DESIGN PROCESS DESIGN PROCESS CHALLENGES 1. Each Quickbooks product has a different roadmap and schedule. 2. When we started work we assumed that small business owners would carry their iPads with them while they are on the go, and that actually isn't always the case. 3. We wanted to get it done fast. We were an agile team, and the developers were building faster than the designers.
- 46. DESIGN PROCESS THE SILVER LINING Intuit has a team responsible for our relationship with Apple.
- 47. GETTING THINGS DONE THROUGH COLLABORATION
- 48. CONFIDENTIAL COLLABORATION COLLABORATING WITH CROSS-FUNCTIONAL TEAMS
- 49. COLLABORATION COMMUNICATION TIP SHARE, SHARE, SHARE
- 50. COLLABORATION COMMUNICATION TIP ASSUME BEST INTENTIONS
- 51. COLLABORATION COMMUNICATION TIP WHEN YOU WANT FEEDBACK, BE VERY SPECIFIC ABOUT WHAT YOU'RE LOOKING FOR.
- 53. GREAT PRODUCTS COME FROM GREAT, COLLABORATIVE TEAMS
- 54. VISION & DESIGN PRINCIPLES Use to keep the team aligned. DESIGN PROCESS Doesn’t have to be linear… design, build, iterate. Often. COLLABORATION Design-led doesn’t mean designer-led. Everyone should be involved in the design process. 1 2 3
- 55. Thank you