All Entries in
Intuit

Writing corporate content on banking and finance

July 30, 2005

Clients/employers: Intuit, World Savings

Challenges: Produce effective company communication with customers, job seekers, regulators, and others, on topics that can be both sensitive and complex.

Dutchgirl’s solutions

Working with teams to define business goals and user tasks, I developed information architecture and wrote usable, persuasive website content for subsites on privacy, online security, corporate philanthropy, and careers.

On all subsites, content strategy required solving problems specific to the banking and finance industry. For example, privacy issues have unique implications in the context of online banking and tax software.

For more details

… or to discuss your project, contact us.

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Templates and copywriting for banking, finance, and tax content

July 30, 2005

Clients/employers: Intuit and World Savings

Challenges: Support marketing goals by designing content templates and writing clear, concise copy about the benefits and features of personal finance and tax software, financial services, and business services.

Dutchgirl’s solutions

Using a strategic, user-centered approach, I developed content templates for product descriptions and ongoing promotional campaigns on Intuit.com. Working with product managers, I edited product descriptions and promotions for clarity, Intuit style, length, and usability.

Products and services included Intuit software (QuickBooks, Quicken, and TurboTax), including online banking and tax preparation features; World Savings financial services (home loans, bank accounts, retirement accounts); and Intuit business services (IntuitAdvisor.com, payroll tools).

For more details

… or to discuss your project, contact us.

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User interface writing and guidelines for intranet applications

December 30, 2003

Client/employer: Intuit

Challenges: Reduce internal support and operations costs, increase employees’ use of benefits programs, and improve productivity and internal communication.

Dutchgirl’s solutions

I wrote user interface copy and designed interaction for a variety of intranet applications, including:

  • An internal news and information site — with interfaces for both readers and authors of articles, and guidelines for authors
  • A stock purchase plan signup tool for employees; see Employee Signup for Stock Purchase Plan
  • A “pay decision tool” for managers

I wrote navigation and other labels, onscreen instructions, error messages, help, and automatically generated emails.

For more details

… or to discuss your project, contact us.

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Employee signup for stock purchase plan

January 5, 2002

Employer: Intuit, Mountain View, California

Challenges: Design an intranet application to replace the paper form used for employee stock purchase plan signup and changes. Putting the functionality online changed the process for the staff processing the changes, as well as for employee users. Because an employee might incur financial risk by using the application, help text had to be carefully worded.

Dutchgirl’s solutions

I wrote user interface copy for several different user scenarios based on business requirements of the company’s stock plan. Here are the deliverables I produced:

  • Application flow: Flowchart for each user scenario: new signup, changes to contribution during or after open enrollment, withdrawal from the plan, and several others.
  • Interface copy and help: Series of screens for login and for each user scenario, including instructions to the engineers for dynamic text. A chart of error messages mapped to issues. Context-sensitive help about ESPP paycheck contributions and the rules of the plan.
  • Emails: Messages automatically generated by the system to send employees confirmation of changes they had made in the application, including instructions to engineers for dynamic text.

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