Case Studies
A multi-entity financial platform for franchise brands running dozens of locations.
Franchise brands had no unified way to manage their finances. Every franchisee operated in isolated books with an inconsistent chart of accounts, while franchisors stitched together spreadsheets to get even a partial view of network health.
Month-end close dragged. Benchmarking one location against another was effectively impossible. And Intuit had no product built for a fast-growing mid-market segment that was asking for one.
A customer 360 for the enterprise accounts steering Intuit's newest product.
Lighthouse is a select group of enterprise customers on Intuit Enterprise Suite, our new platform. They show us the way — co-creating solutions with us, holding direct relationships with Intuit's C-suite, and shaping a segment that's central to the company's growth.
Since the program launched, those relationships had been run out of five or more Google Sheets. One tracked monthly check-ins. Another held basic customer profiles. A third tracked executive engagements and GTM-ready status. The most strategically important accounts at the company were being managed by hand, in tabs, with no single view of who a customer was or how they were actually doing.
As project lead and product designer, I defined the customer 360 that would replace those manual processes — a system of record built for how the program actually operates.
An AI agent for high-volume bill pay — and a bet on owning the whole workflow.
Our customers paid their bills through third-party integrations — Ramp, BILL, and others. The company's bet was to move to an all-in-one platform, where users manage bill pay end to end without leaving our system.
The gap was AI. Competitors already offered automated bill entry and approval workflows; we didn't. Without parity, there was no reason for a mid-market customer to bring that workflow in-house.
I led design on the Bill Pay agent for mid-market customers — built to remove friction from high-volume AP without loosening control over it.