< GO BACK

CASE STUDY

A product’s support hub should be useful and well designed. 

A poor support experience unquestionably affects the integrity of the brand and the likelihood of conversion.

THE PROBLEM

Millions of users flow into the TurboTax support space from a third party search engine (ie Google) into a post or article, and then right back out again — presenting a missed opportunity for deeper engagement and (eventually) conversion.

Search Engine

Search Results

TurboTax Support Site

Back to Search Engine

Design Hypothesis

If the support space were to be transformed from a passive library of clunky tax articles (to be quickly browsed and discarded) into a smart, engaging, reliable tool with an intuitive interface delivering a pleasurable experience users will invest in developing a relationship with it, and thus be more inclined to convert overall.

RESEARCH

Data shows that websites are more often accessed via mobile devices than stationary (desktop). And yet my research showed that nearly all support websites, when viewed in mobile, are simply condensed versions of the stationary layout. Therefore I focused my design strategy on mobile apps instead. App design is thought of as a separate field than web design, however it is rich with long-solved design solutions for the small, vertical screen.

MOBILE SUPPORT SITES

MOBILE APPS

DESIGN AUDIT

Overall, the common elements on the page aren’t being grouped together. The eye doesn’t know where to go intuitively. The page is visually noisy and generating fatigue. However, the page is suffering also from a greater overarching problem — a battle between the site’s overt function (to answer questions) and its covert function (to convert users).

BEFORE

HEAVY DIVIDER is unnecessary

BREADCRUMBS are just visual noise, could be made more practical

TITLE is being forced to yell to compete with the severe lines, corners, and strong contrasty elements

CONTENTS could be leveraging visual cues to orient the user

KEY TAKEAWAYS module must introduce another set of visual elements just to stand out on the page

MOBILE

CONTENT TEXT is dense and doesn’t utilize any interaction design strategies or elements to make the information easier to digest

STATIONARY

BEFORE

HEAVY DIVIDER is unnecessary

BREADCRUMBS are just visual noise, could be made more practical

TITLE is being forced to yell to compete with the severe lines, corners, and strong contrasty elements

CONTENTS could be leveraging visual cues to orient the user

SIGN IN WIDGET is scattered and clunky

LARGE PHOTO is working against clarity

ADS design just adding to the visual noise

KEY TAKEAWAYS module must introduce another set of visual elements just to stand out on the page

CONTENT TEXT is dense and doesn’t utilize any interaction design strategies or elements to make the information easier to digest

Overall, the common elements on the page aren’t being grouped together. The eye doesn’t know where to go intuitively. The page is visually noisy and generating fatigue. However, the page is suffering also from a greater overarching problem — a battle between the site’s overt function (to answer questions) and its covert function (to convert users).

DESIGN AUDIT

BEFORE

AFTER

THE REDESIGN

MOBILE

I resolved conflict by defining the page’s primary objective as ‘answering the visitor’s question first, fast, factually and without interference.’ This forced the conversion strategy to take a more passive or “soft sell” approach by utilizing incremental conversion techniques, like using the new optimized and pleasing experience to demonstrate brand and product, then offering benefit for deeper engagement.

STATIONARY

AFTER

ELEVATED BEVEL HEADER delineates the main TurboTax (marketing) menu functions allowing the support space to exist secondarily below

BREADCRUMBS collapsed and made purposeful with clickable expanding link

ICONOGRAPHICAL visual assistance harnessing left brain function

ILLUSTRATION injects color, joy, and context without requiring much space

SIGN IN WIDGET cleaned up, softened and raised in elevation as well

ADS given their own unique visual language

KEY TAKEAWAYS can now stand out subtly while maintaining airiness

SECTIONS are cued visually without heavy type and made interactive.

STATIONARY | SIDE BY SIDE

BEFORE

AFTER

TURBOTAX ANSWERS