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Intuit

IDX Studio: rebuilding the platform

IDX's internal tooling was scattered across DASH and a sprawl of standalone tools. I set the vision for a unified platform, drove alignment, and led the build of IDX Studio: one modern home for everything.

Role
Staff Product Manager · Product Lead
When
2024 – Present
20+ tools unified Live in <2 months Vision → production Workflow-based UX
IDX Studio: rebuilding the platform

Context

IDX’s internal tooling was scattered. The closest thing to a home was DASH — but DASH was a mess: less a platform than an inventory of tools, with no shared UX, no real information architecture, no common visual language, and plenty of dead, out-of-use tools still hanging around. And plenty of tooling lived outside DASH entirely — standalone tools spread across the org. None of it used Intuit’s design system. New hires — many of them short-term contractors — struggled to find anything, and even veterans burned time hunting across disconnected tools.

The vision

I wrote the vision for a single, unified platform nine months before we got to build it. The hard part wasn’t the document — it was the alignment: I drove cross-functional and leadership buy-in to rally everyone behind one platform. Once we had the mandate, I translated the vision into an actionable roadmap and led it through execution to production.

What we built

(Overview below.) We turned that sprawl into one coherent platform — IDX Studio:

  • Modern UX on Intuit’s design system, replacing a patchwork of styles.
  • Workflow-based navigation and IA, organized around how people actually work.
  • IDX Agent — a conversational AI front door to the platform.
  • Quick search — jump to any entity by ID in a single click.
  • Centralized audit log and RBAC, built into the platform.
  • Contribution guidelines requiring every team to build on the design system and shared standards.

Shipping it — lean and fast

We kept execution deliberately lean. We shipped the first version of the new platform within 2 months of kickoff, then built on it sprint by sprint. In under two months of getting the mandate, we consolidated 20+ services and tools — scattered across DASH and elsewhere — into IDX Studio.

Results

  • IDX Studio in production, replacing DASH as IDX’s home base.
  • 20+ tools consolidated into one platform in under two months.
  • A platform-wide design system, information architecture, RBAC, and audit log where there had been none.
  • A standout quick search that reaches any entity in a single click — one of the most-loved additions.

What I learned

The technical build was the easy part. The real work of a platform play is vision and alignment — getting many teams to trade their own tools and standards for a shared one — and then executing lean enough to show value fast. Setting the vision early and over-investing in buy-in is what made everything after it possible.

Gallery

DASH: a grid of disconnected internal tools with no shared design
Where we started — DASH: a disconnected inventory of tools.
IDX Studio: a unified platform with workflow-based navigation, global search, and the IDX Agent
IDX Studio — one platform: workflow-based navigation, global search, and the IDX Agent.
What we built: design system, workflow navigation, IDX Agent, quick search, audit log and RBAC, contribution guidelines
What we built — the pillars of the platform.
Platform PM Product Vision Information Architecture Design Systems Leadership

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