Scope

Copywriting
Digital Design
Prototyping & Testing
Research & Development

Shopify integration by Xero

Seamlessly syncing a daily summary of Shopify sales into Xero — giving small business owners an accurate view of cash flow and business performance. 

Context

In November 2021, Xero announced a new integration with the eCommerce platform, Shopify. Released as an MVP, the integration attracted early adopters who validated the product's offering. However, as 2022 rolled by, there was the sentiment that the product was only a suitable solution for specific types of businesses and that there was a notable gap in the integration's functionality and customers' expectations.

Objective

Working as the sole product designer in a multi-disciplinary pod composed of engineers, marketers, researchers, a product owner, and a product manager, our objective within the ecosystem portfolio at Xero was to help to define this outbound integration value proposition, develop functionality and deliver features to customers.

Solution

The following year, the team and I worked on multiple initiatives to reach our objective(s). By facilitating interviews with customers, we learned about their experiences with the integration and the features that would add value to the product. These features included adding a free trial to the subscription model — reducing the barriers to connecting, and allowing customers to decide whether the integration is suitable for their business before purchasing it.

Other initiatives include solving for flexible sales tax treatment — functionality that customers had shared sentiment on. To solve this, we worked to define what a Xero and Shopify integration needs to do to support customers with the fundamental business task of correctly filing taxes, irrespective of where they are selling around the world or how they are filing their sales tax returns. This work was complex and iterative — both in the way we had to understand tax terminology and from a UI & UX stance regarding how we might visually arrange this information and build on it through customer insights and user testing.
 

Customer-discovery_Archeatypes
Tax_Miro-iterations
Customer-insights_Miro
Shopify_Figma_Prototype
01_Account-_-tax-setup
Free-trial_Expired

Contact

Contact

contact

contact

contact

Education

education

education

education

education

Massey University, Wellington (2017 – 2020)
Bachelor of Visual Communication Design
First Class Honours

Experience

experience

experience

experience

experience

Xero (Oct 2021 — Oct 2022)
Toi Āria (Aug 2019 — Oct 2021)
KISSLabs (Jan 2020 — June 2020)
Wellington Phoenix (Sept 2019 — June 2020)

© Matthew Law 2022 All Rights Reserved

© Matthew Law 2022 All Rights Reserved

© Matthew Law 2022 All Rights Reserved

© Matthew Law 2022 All Rights Reserved

© Matthew Law 2022 All Rights Reserved