Intuit Enterprise Suite
Building a new Intuit product on Platform foundations
As the Identity design leader for the Intuit Enterprise Suite product launch, my team and I extended and unified core platform capabilities like account switching and user management, enabling Intuit to serve mid-market businesses with confidence and consistency.
Client
Intuit
Role
Group Design Manager
Industry
Fintech
Date
Fall 2024
As Identity Design Lead for Intuit Enterprise Suite (IES), I helped launch a platform tailored to mid-market businesses managing multiple entities and complex teams. These customers previously struggled with fragmented workflows, failed user invites, and time-consuming manual processes across QuickBooks subscriptions. Partnering with engineering and product, we designed a unified user management experience that introduced scalable permissions, multi-entity navigation, and a step-by-step onboarding flow validated through research. Despite tight deadlines and legacy tech constraints, we adopted a “Parity +1” approach—shipping essential functionality quickly while building for scale. By aligning design across disparate widgets like Account Selector and Entity Selector, and ensuring trust-building elements such as branded invites and role clarity, we reduced friction and improved adoption. The result was measurable: user addition success rose to 81.7%, account-switching achieved 97.7% success, and Intuit unlocked a $20K ARPC mid-market segment, positioning IES as a cornerstone in its growth strategy.
Launching Intuit Enterprise Suite was a pivotal initiative that required balancing immediate business goals with long-term platform scalability. By unifying identity management across QuickBooks, my team transformed fragmented, error-prone workflows into a streamlined, trusted experience for mid-market finance leaders. We tackled customer pain points—like confusing role assignment, low invite acceptance, and multi-entity navigation—through research-driven design decisions, including stepped flows, branded communications, and scalable data grids. Our cross-functional collaboration ensured speed without sacrificing quality, while “Parity +1” guided us to deliver a strong MVP and iterate for future growth. The impact was significant: higher user success rates, reduced support volume, and increased adoption across mid-market accounts. Beyond immediate results, this work set the foundation for AI-driven role recommendations, third-party integrations, and cross-brand navigation, establishing Intuit Enterprise Suite as a strategic growth lever and expanding QuickBooks’ relevance for businesses scaling beyond the small-business segment. If you’d like to see the end-to-end story, including research, iterations, and outcomes, let’s connect.