Intuit Shares 15 years of Strategy on Customer Focus

San Diego
Tue, Nov 13, 2018, 7:00 PM (PST)

About this event

A journey along Intuit's 15year Customer Obsession — the peaks and valleys of customer focus.

An emphasis on the latest peak, their last 365 days bringing the customer back into Intuit's microscope.

Sara Katz will cover how to notice when Customer Focus might be blurring between the lines. What collaboration techniques are used to highlight areas for improvement, innovate on ways to solve them, experiment in the field with live customers, and create roadmaps for actionable deployment in a rapid iteration program.  

Example: Innovation Catalysts (come from every discipline -product, legal, support, etc) — after meeting and working together on actionable next steps, they go back to their respective departments and innovate from within, spreading the new tactics and techniques, all while measuring the effects it has across the company. 


  • Diagnosis - Problems faced by Intuit
  • Building - Innovating Frameworks for Cross-departmental Deployment
  • Results - Specific Use Cases
  • Actions - 2 to 3 actions you can take back to work on immediately 

FREE Parking in building provided by: The Irvine Company 


Sara Katz

Sara Katz

Principal Product Manager - Intuit

Sara brings a wealth of knowledge in Customer Success, Innovation, and Intuit's D4D principles that help cultivate Customer Obsession across the company's broad landscape. She is an Innovation Lead here in San Diego and brings a healthy dose of value to the local tech community!

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Tuesday, Nov 13
7:00 PM - 8:30 PM (PST)


MindTouch Global HQ
101 West Broadway STE 1500 San Diego92101


  • Tiffany Morin

    Tiffany Morin

    San Diego PulseLocal

    Head of Customer and Partner Success

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  • Jen Clark

    Jen Clark


    Customer Success Advocate

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  • Josh Zamora

    Josh Zamora


    Customer Success

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