Increase usage of monthly financial statements & data-driven decision making for 19K small business owners in North America

Improve business profitability & operational efficiencies (service calls)

-Stakeholder interviews

-Performance data & digital analytics

-User survey

-User interviews

-Co-creations & prototyping sessions

Bigger strategic opportunity identified to support business owners in critical stages of growth

Expanded digital solution to include financial statements, forecasting, and growth benchmarks

3 out of 4 solutions approved by executive leadership for 3-year product development roadmap

31% YoY increase in operational efficiencies

Expected increase in business profitability (TBD, long-term impact)

Led scoping, planning, execution, & delivery of research and workshops

Consulted on prototypes, wireframes, & product capabilities roadmap

Collaborated with GPs, technical SMEs, designers, analysts, & business owners

7 months