The real challenge was being able to effectively convey the multitude of features that IES possessed, and to then be able to present these features as a viable solution to numerous large-cap companies within various indistries.
Rather than designing for one-off scenarios, I focused on building adaptable patterns such as scalable data tables, multi-entity selectors, and layered navigation systems that could handle dense information without overwhelming the user. This ensured consistency across the platform while reducing cognitive load for users managing complex financial workflows. This meant aligning UI patterns, motion design, and storytelling into a single cohesive system.
UX Research
The platform was primarily used by controllers, accountants, and finance leads responsible for managing multiple business entities simultaneously.
These users operate in high-stakes environments where accuracy and speed are critical. A recurring issue was losing track of which entity they were working in, combined with the need to repeatedly interpret dense data and perform similar tasks across different entities. The friction wasn’t due to lack of features, but rather a lack of clarity, structure, and consistency in how those features were experienced.
Approach and Strategy
The focus was not to redesign the platform from scratch, but to bring clarity and structure to an already complex system.
I approached the work with an emphasis on reinforcing context, reducing cognitive overhead, and systematizing design decisions. In a multi-entity environment, it was essential that users always understood where they were, what they were looking at, and what actions they could take. At the same time, solutions needed to scale across the product, working within existing constraints and aligning with Intuit’s broader design standards.
Process & Solution
The process centered on identifying high-impact areas rather than following a rigid UX sequence, while the solution focused on improving clarity, consistency, and usability across key areas of the platform.
A major priority was reinforcing entity context, ensuring users always had a clear understanding of which entity they were working within. This was achieved through more persistent and visible indicators integrated consistently across the interface. Data-heavy views were restructured to improve hierarchy and readability, using typography, spacing, and grouping to make complex information easier to scan and interpret. Instead of reducing data, the design made it more digestible and actionable.
The Results
The improvements led to a more intuitive and efficient experience across core workflows.
Users were able to navigate with greater confidence, particularly when working across multiple entities, and data became easier to interpret at a glance. The platform felt more cohesive, with reduced friction caused by inconsistent patterns. Internally, the work also reinforced the value of system-driven design decisions, helping align teams around a more unified approach to product design.
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