01 · Context
Two document systems after an acquisition.
After Intuit acquired GoCo, GoCo customers' documents had to work inside QuickBooks. I designed how they would coexist with QuickBooks and then migrate, and I owned Document Management on QuickBooks HCM from launch through post-GA.
02 · Problem
Four teams, launch dates to hit.
Getting it right depended on four platform teams, with launch dates to hit.
03 · Decisions
The calls, and what they cost.
Decision 1
Coexist first, then migrate
- What I did
- Designed a coexistence model and a data-driven migration strategy for GoCo documents in QuickBooks.
- Constraint
- Dependencies across four platform teams.
Decision 2
Align before build
- What I did
- Got all four platform teams aligned on dependencies before development started.
- Result
- The alpha launched on schedule with 100% first-time task completion.
Decision 3
Protect capacity for design feedback
- What I did
- Reserved 15% of team capacity for design feedback.
- Constraint
- Every launch date had to be hit.
- Tradeoff
- That 15% was not available for new scope.
- Result
- Every launch date was hit.
Decision 4
Let customer signals set what came next
- What I did
- Used customer and account-manager signals to prioritize the post-GA roadmap.
- Result
- Bulk upload, team folders, and migration tooling.
04 · Influence
Standards that stuck.
I created the P0 process and PRD standard the integration team adopted.
05 · Outcome
What changed.
The alpha launched on schedule with 100% first-time task completion. 90-day engagement grew 6× over alpha, to 10K+ companies.