2020.10 - 2020.10
The prototype is used for 20+ user testings and has sent to developers as a reference.
In July 2020, designers from the QuickBooks Online team designed a new experience that incorporates artificial intelligence to predict a transaction's category for customers. Therefore, the designer requested me to create a prototype for the unique experience. They wanted to know if the new feature will lead to their expected result.
Incorporating real customer data and a prediction engine, the categorization project focuses on understanding if users would pick the category that QBO suggests and understand its result. It includes the following 5 cases.
When a category has not been assigned.
Always have a category, and users can dig deeper.
Users can create a new custom sub-category.
Connect to a QB Live accountant.
See all "browse" categories model.
After I handed off the first version of the prototype, the QBO team designers conducted a full round of user testings. After that, they further modified their designs. This project is the second version of the categorization project. It includes the following updates:
A new experience of the "Create New" feature.
A new "categories" page which collects all transactions.
Updates on the prediction engine.
New table row expansion design.
Other visual improvements.