Transaction Insights Roadmap Suggestion based on semantic search
2023
Responsible for
Defining the user experience for customers to ask open-text questions in their own language and receive smart answers about their business data. This would involve working closely with the PM and data scientist to understand technical constraints and opportunities for future development.
Designing and iterating on several concepts for the MVP based on the available data factors of time and vendor name. Considering the needs of the users while also adhering to technical constraints.
Collaborating with the PM to prepare and conduct user research and identify opportunities for future development. Designed a site-wide global search with longer-term visions and broader concepts beyond the MVP by auditing all existing QBO search functions and conducting user research.
Project Duration
2 months (June 2023 - Aug 2023)
Tools used
Figma
Team
PM: Patrick Combe
Data Scientist: Yufei Zhao
TL;DR
Today, QBO customers primarily get insights about their business by using pre-generated reports that mirror accounting/bookkeeping terminology.
However, with the power of Machine Learning, we can allow customers to ask any open-text question in their own language about their data and get smart answers.
Our goal of this project is to define the ideal state experience for how customers want to ask questions and what questions they are interested in being able to answer.
Andy - QuickBooks customer
“What I would really like to see is my expenses, who I’ve spent the most amount of money in. (…)
I don’t know where to go to be able to find that information.”
Problem & Opportunity
Customers still struggle in finding answers to questions about their business in QuickBooks.
Design Process
Final Designs
MVP
Semantic Search on QBM Expenses
Limited usability: Users encounter difficulties accessing the search bar, hindering their ability to effectively perform desired searches.
Lack of natural language search: The current system does not support natural language queries, making it challenging for users to find specific information related to food or meals.
Before
Focused approach: By narrowing down the search options to category and time due to technical limitations, customers can still achieve significant benefits.
Semantic search capabilities: Introducing semantic search to filter expenses based on category and time will provide small and medium businesses (SMBs) with an intuitive and flexible experience to gather valuable insights on their spending.
Strategy
Sightwise Global Search
Explaining the search: Emphasized educating customers about search capabilities and their benefits.
Powerful semantic search: Enabled customers to quickly find answers to their questions with our visionary global search.
Speed and ease: Prioritized quick and easy search experience to accommodate customers' limited time and provide essential data visualization for deep insight
After