Helping Xero simplify admin tasks for sole traders, using design sprints, user insights, and prototyping to drive results.
The situation
Xero had a clear goal: eliminate admin headaches for sole traders. The vision was strong, but the product team needed a fresh push to elevate the user experience and secure board approval.
Our role? Refocus that vision, align stakeholders, and drive the product toward something truly user-centric.
Framing the challenge
How do we build tools that free sole traders from admin overload, letting them focus on what matters — their business?
The approach
We placed desirability at the heart of the process, with feasibility and viability as close secondary considerations. Our adapted design sprint injected creative thinking into the project, while ensuring we delivered actionable insights to Xero’s leadership.
Our solutions
We avoided gimmicks. Instead, we developed a status score and points system that provided actionable value, guiding users to the areas of the platform that required their attention and enhancing their overall experience.
Fast purchase classification
To speed up tedious but necessary tasks, we introduced a fast classification method leveraging the ‘Tinder-swipe’ interaction pattern. This allowed users to sort through purchases quickly, turning a typically time-consuming process into something fast and intuitive.
The wildcard idea
We introduced a bold wildcard — a financial services marketplace integrated directly into the app. This created a seamless bridge between the platform’s functionality and external financial help, providing users instant access to needed services.
Process breakdown
Lightning-fast discovery
We cut through the noise to define the problem clearly and surface assumptions. The goal — Understand who the users are, what they need, and where the gaps lie.
It was clear that the solution couldn’t just be another admin tool — it needed to be a platform that empowered users to focus on their real goals. The product had to be reframed as a tool to help them achieve broader ambitions — this notion set the stage for targeted ideation.
What we learned in testing
Core insight
Admin tools won’t win over people who hate admin
Instead, the tools need to be positioned as enablers of broader ambitions.
Market differentiators
UK — Compliance anxiety was the primary pain point, far outweighing the desire for “freedom”
Australia / US — Users valued freedom above all else; admin was simply a hurdle to clear
Key takeaways
Position the product as a catalyst for achieving personal and professional goals. Build a system of tools and content that mobilise users toward self-actualisation.
Building the narrative
We wrapped it all up with a 12-month user journey, showing how Xero’s tools could free sole traders from the grind of admin. In the end, we delivered prototypes and a strategy that armed Xero’s leadership to move forward. This wasn’t just another admin tool — it was a platform for success.
Team composition
Our team
- Experience design lead
- Visual designer
- UX designer
- Strategist / researcher
Xero’s team
- Product marketing lead
- Product lead
- User researcher
My contributions
- Developed the project plan and led its execution
- Facilitated workshops and cross-functional collaboration
- Coordinated activities between teams
- Contributed concepts and provided design critique
- Crafted the narrative that linked user needs with product vision