Put the expert’s
time back to work.
A connected experience for experts and customers, from an ambitious future-state provocation to the Pro Portal MVP.
Many tools. One expert.
Intuit’s experts worked across disconnected tools and product-specific workflows. The opportunity was a workspace that could support the customer’s need while letting expertise travel across products.
My work combined journey mapping, a Design for Delight provocation, and portal visual design. The future-state story followed two expert personas through onboarding, growth, and customer support.
One shell. The right customer context.
The navigation, call experience, and customer panel should remain consistent while domain-specific data changes. The provocation explored an expert network that could serve tax and bookkeeping customers through one coherent experience.
The foundation of a unified workspace.
The MVP delivered a unified dashboard, daily updates, a case preparation flow, Customer 360, forms access, and a consent-based handoff. The broader provocation established a direction; the MVP delivered the practical foundation.