reDESIGN
QuickBooks Workflows
Visual Builder
Visual Builder
Automating accounting processes made visually sound
ROLE
content designer
TEAM
Product design: Yash Gholap PM: Swapnil Mundada, Rishabh Surana
Engineering: Nivedita Nayak, Harsh Madhogaria, Sandeep Gupta, Santosh Katta, Shyam Tripathy, Rohit Kumar
Analytics: Eric Ayala
Product Marketing: Elisa Stern
The sitch
Workflows, a tool that lets you automate actions in QuickBooks, hit a wall. Great reception, but 2 years post-launch, user needs evolved.
Time for a revamp.
Workflows, a tool that lets you automate actions in QuickBooks, hit a wall. Great reception, but 2 years post-launch, user needs evolved.
Time for a revamp.
The final product
I got to work closely with the talented Principal Product Designer Yash Gholap to create a seamless experience.
![]()
![]()
TL;WR (too long; won’t read)
Welcome to a speedy recap of our design process.A detailed context galore is available in interview rooms.
State of things in the wonderful world of workflows
Goals of this redesign
Features
A place to share the goods
Scorecard metrics
- 1,200+ customers have created multi-conditional workflows since the launch of visual builder.
- Most of the customers have 4 approval nodes enabled, with a max of 24.
- It takes around 5 minutes on average to create approval workflows, giving us a usability score of 6.1 out of 7.
- On average, visual builder helps save a company around 1 hour each day.