Intuit

Partner Program Research & Definition

Deep qualitative research and co-creative design defining the Intuit partner program strategy

Role
Design Strategist & Principal Designer
Impact
Set trajectory for entire partner program strategy
Outcome
Validated tiered benefit structure

Due to the sensitive nature of internal processes, detailed case studies, screens, and breakdowns are available for interviews and private discussions. Get in touch if you're interested in working together.

The Challenge

The developer program lacked non-technical support mechanisms, and partner needs remained largely unvalidated assumptions. The developer portal supported only technical API needs; partners required growth and success support beyond technical resources.

The Approach

Three-phase research methodology. Phase 1: Jobs to be Done interviews using "switch interview" format — exploring when partners considered joining, what problems they hoped to solve, and how reality compared to expectations. Phase 2: Co-Creative Mural activity with 20 partners ranking 9 benefit categories and approximately 80 individual benefits. Phase 3: Large-scale survey deployed to thousands of partners for quantitative validation.

  • Partners prioritize active relationships with Intuit
  • Partners require qualitative guidance and quantitative feedback
  • Intuit brand equity serves as major attractor
  • Multiple participants spontaneously added performance analytics category revealing a blind spot
  • Customers realistically assessed tier placement despite wanting more benefits

The Impact

Jobs to be Done interviews provided guiding principles that unified team understanding across the organization. By allowing hands-on input from the customer, assumptions were reduced by bringing the source right into the project.

Interested in working together?

Let's discuss how I can help your organization.

Book a Call