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Join the conversation #QBConnect
Eating our own Dog Food:
What we learned developing as 3P inside Intuit
Rajashree Pimpalkhare
Director Partner Solutions, Intuit Developer Group
WiFi: QBConnect
No password required
Join the conversation #QBConnect
We do it first
So you can do it better!
Join the conversation #QBConnect
Launched Last Year…
QuickBooks Accounting API
Accounting Data Sync’d Auto-magically
QuickBooks Payments API
Credit Card Payments Online
Join the conversation #QBConnectJoin the conversation #QBConnect
Here is what we learned….
Join the conversation #QBConnect
Iterative Approach to Successful Integrations
Ideate Define Build Launch Grow
Join the conversation #QBConnectJoin the conversation #QBConnect
Customer Benefit is the improvement in the
customers life in what matters most when using the
app
Gain deep customer empathy
Declare the key customer benefit
Measure the customer benefit …and build
durable
competitive
advantage
Find an
important,
unsolved
customer
problem
…that you
can solve
well…
Join the conversation #QBConnect
Customer Pain Points
•  Up to 8-10 hours per week spent manually entering
transactions
•  Hours spent on ensuring accuracy and need to
double check all data entered
•  Small business customers want to spend time on their
business vs. their books
•  Customers want integrations to be automatic and
secure
•  Many small business customers dislike managing
their financials
•  Government Compliance needs accounting
•  Getting a business loan needs accounting
Time is MoneyAccounting can be Tedious
Join the conversation #QBConnect
Accounting is Done
Automatic reconciliation
between apps
Small Business Benefits in Connecting to QuickBooks
Improve Cash Flow
Get paid faster on
outstanding invoices
Get Instant Insights
Better decision-making
by connecting data
Join the conversation #QBConnect
Components of a Successful Integration
Clear Customer Benefit
Onboarding the Right Users
Guided First-Time Use
Intuitive Ongoing Use
Join the conversation #QBConnect
Join the conversation #QBConnect
Integration is a Feature of your Product
•  Accuracy is critical
•  Build for scale, security and supportability
•  Resilient design for downtimes
•  End-to-end testing
Join the conversation #QBConnect
Learn from Customer Feedback and Iterate Rapidly
Beta
• White glove onboarding
• Direct support
• 15-20 successful users
Soft
Launch
• Self Serve onboarding
• Controlled access
• 100-200 successful users
General
Availability
• App store availability
• Monitor for scalability
Go-to-
Market
• Marketing starts
Join the conversation #QBConnect
Learn from Customer Feedback and Iterate Rapidly
Before
Today
Join the conversation #QBConnect
Data, Data, Data
Join the conversation #QBConnect
Data to Monitor Integration Health
Total Transactions
379,038
Active Companies
4,829
You must track both positive AND
negative indicators in order to be
successful
Join the conversation #QBConnect
Data to Support Growth
•  Track new connections growth weekly
•  Understand seasonality and marketing
drivers
•  Keep the integration “best-in-class”
•  Monitor reasons for disconnect
•  Listen to user feedback
•  Measure NPS
Join the conversation #QBConnect
670
Total Connects
Disconnects
Net Connects
during that week
Re-connects
~33% reconnect rate
 Net Connects
After first week
525
78%
443
66%
82
36%
227
34%
145
64%
•  Is this app for me?
•  Specific reason for disconnect?
•  What is the expected disconnect rate?
Still 
Disconnected
Data Assessment for Disconnects
Join the conversation #QBConnect
•  Integration is a feature of your product
•  Focus on customer benefit
•  Grow with data not opinions
•  Solve for SMB and Accountants
Join the conversation #QBConnectJoin the conversation #QBConnect
Demo:
Sync with PayPal:
Follow-me-home simulation with:
•  Cory Tan, Principal Experience designer, IDG
•  Peter Vogel, Principal Solution Architect, IDG
Join the conversation #QBConnect
Thank you!
Join the conversation #QBConnect
Join the conversation #QBConnectJoin the conversation #QBConnect
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Eating Our Own Dog Food: What We Learned as 3rd-Party Inside Intuit

  • 1. Join the conversation #QBConnect Eating our own Dog Food: What we learned developing as 3P inside Intuit Rajashree Pimpalkhare Director Partner Solutions, Intuit Developer Group WiFi: QBConnect No password required
  • 2. Join the conversation #QBConnect We do it first So you can do it better!
  • 3. Join the conversation #QBConnect Launched Last Year… QuickBooks Accounting API Accounting Data Sync’d Auto-magically QuickBooks Payments API Credit Card Payments Online
  • 4. Join the conversation #QBConnectJoin the conversation #QBConnect Here is what we learned….
  • 5. Join the conversation #QBConnect Iterative Approach to Successful Integrations Ideate Define Build Launch Grow
  • 6. Join the conversation #QBConnectJoin the conversation #QBConnect Customer Benefit is the improvement in the customers life in what matters most when using the app Gain deep customer empathy Declare the key customer benefit Measure the customer benefit …and build durable competitive advantage Find an important, unsolved customer problem …that you can solve well…
  • 7. Join the conversation #QBConnect Customer Pain Points •  Up to 8-10 hours per week spent manually entering transactions •  Hours spent on ensuring accuracy and need to double check all data entered •  Small business customers want to spend time on their business vs. their books •  Customers want integrations to be automatic and secure •  Many small business customers dislike managing their financials •  Government Compliance needs accounting •  Getting a business loan needs accounting Time is MoneyAccounting can be Tedious
  • 8. Join the conversation #QBConnect Accounting is Done Automatic reconciliation between apps Small Business Benefits in Connecting to QuickBooks Improve Cash Flow Get paid faster on outstanding invoices Get Instant Insights Better decision-making by connecting data
  • 9. Join the conversation #QBConnect Components of a Successful Integration Clear Customer Benefit Onboarding the Right Users Guided First-Time Use Intuitive Ongoing Use
  • 10. Join the conversation #QBConnect
  • 11. Join the conversation #QBConnect Integration is a Feature of your Product •  Accuracy is critical •  Build for scale, security and supportability •  Resilient design for downtimes •  End-to-end testing
  • 12. Join the conversation #QBConnect Learn from Customer Feedback and Iterate Rapidly Beta • White glove onboarding • Direct support • 15-20 successful users Soft Launch • Self Serve onboarding • Controlled access • 100-200 successful users General Availability • App store availability • Monitor for scalability Go-to- Market • Marketing starts
  • 13. Join the conversation #QBConnect Learn from Customer Feedback and Iterate Rapidly Before Today
  • 14. Join the conversation #QBConnect Data, Data, Data
  • 15. Join the conversation #QBConnect Data to Monitor Integration Health Total Transactions 379,038 Active Companies 4,829 You must track both positive AND negative indicators in order to be successful
  • 16. Join the conversation #QBConnect Data to Support Growth •  Track new connections growth weekly •  Understand seasonality and marketing drivers •  Keep the integration “best-in-class” •  Monitor reasons for disconnect •  Listen to user feedback •  Measure NPS
  • 17. Join the conversation #QBConnect 670 Total Connects Disconnects Net Connects during that week Re-connects ~33% reconnect rate Net Connects After first week 525 78% 443 66% 82 36% 227 34% 145 64% •  Is this app for me? •  Specific reason for disconnect? •  What is the expected disconnect rate? Still Disconnected Data Assessment for Disconnects
  • 18. Join the conversation #QBConnect •  Integration is a feature of your product •  Focus on customer benefit •  Grow with data not opinions •  Solve for SMB and Accountants
  • 19. Join the conversation #QBConnectJoin the conversation #QBConnect Demo: Sync with PayPal: Follow-me-home simulation with: •  Cory Tan, Principal Experience designer, IDG •  Peter Vogel, Principal Solution Architect, IDG
  • 20. Join the conversation #QBConnect Thank you! Join the conversation #QBConnect
  • 21. Join the conversation #QBConnectJoin the conversation #QBConnect Thank you for attending! Your Feedback Matters! Please be sure to evaluate the speakers in the QBC App. Go to Speakers > search on name > rate 1-5. Continue the conversation on OWN IT. Join a trusted network of 70,000+ small business owners supporting each other in growing our businesses 1.  Go to OWNIT.com to sign up 2.  Tell us about you and your business 3.  Start getting answers today!