Grow executive BI dashboard on a monitor and phone

Case Study — Product Design

Grow

2015 to 2016


BI Dashboards Built for Everyday Business Users

As Creative Director at Grow, I helped build the BI dashboard product that took business intelligence out of the hands of analysts alone and put it in front of everyday teams. I led design for the core dashboard and reporting experience and helped grow the UX and marketing teams working alongside it, focused on making complex data feel immediate and actionable rather than intimidating.

2022

EPICORE ACQUIRED GROW

2M+

USERS

20%

CHURN REDUCTION

The Problem

Dashboards that only analysts could read

When I joined Grow, business intelligence tools were built for the person running the query, not the business owner trying to make a decision. The numbers that mattered most to a CEO or a sales lead were buried behind menus and reports that only an analyst would know how to open.

I helped develop a new UX for Grow's dashboards and shipped several new features that let any business user build the metrics they needed themselves, without waiting on an analyst to build a report for them.

The Approach

Prototyping, testing, and a design system to hold it together

Research & Discovery

Once wireframes were created, discussed, and tested, I built hi-fidelity mocks and an InVision prototype, then tested it with real users using Validately for moderated remote sessions.

Grow dashboard prototype testing Grow dashboard prototype testing

Mapping the Workflow

Wireframes and flows mapped how a business user moves from a raw data source to a metric they can act on — without an analyst in the loop.

Grow dashboard workflow mapping Grow dashboard workflow mapping Grow dashboard workflow mapping

Key Screens & Interactions

As part of updating the metric-dashboard UI, I built a design system in Sketch — a symbol library, a color palette, typography rules, a spacing guide, and interaction patterns — used to keep every new feature consistent with the rest of the product.

Grow design system
Grow design system
Connecting a data source in Grow

The Solution

The finished product

Together we developed the data visualization tools that became core to Grow's product value — dashboards built so any team could make quick, informed decisions about their business.

Grow BI dashboard Grow BI dashboard Grow BI dashboard

Outcome

The results

Grow went on to be acquired by Epicor in 2022, growing past 2M users along the way. I'm grateful for the role I played in that growth — from a 15-person team to nearly 90 employees during my time there.

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