Those of you who are self-employed or have small businesses, know how difficult it is to run a business without a supportive business management system. Both if it is revenue and expense management, or the management of current tasks.

The Problem

The problem is that business owners do not always know how to manage the business side, cash flow, tasks to be done, customer payments, etc. They need a friendly tool that will help them run their business in the best way. This is where Growth's web software comes in to help.

The system will give them a deep understanding of the good things in the business and what needs improvement, such as investing in customers who do not pay.

Growth system will include:

  1. Accounting tracking (cash flow).
  2. Customer payments
  3. Open tasks
  4. Computerized invoice 
  5. Work Hours Tracking
  6. Main screen that presents the activity

Research Methods

The Survey

 In my research I found that 95% of self-employed and small business owners would like help in managing their businesses.

I have found high percentages of business owners who need help tracking their cash flow and tasks. I found out that 88% want a track of their monthly expenses and income.  88% have difficulty managing their customers' payment tracking. 85% would like help in managing their tasks.

I asked people what can help them run the business

“More workers”

“More money”

“Business management software”

”A good accountant"

“My wife can help me”


From my research I realised that my persona is Dan, 38 years old, lives in Tel-Aviv, married with 2 kids and works as a programmer. His pain point is that he doesn't remember all his tasks, cannot manage his time usefully and is not well organized. 

User Journey Map

Dan is in his office when a client calls hime and asks for a new project. Dan doesn't remember if the client payed him for the last project. He looks at his bank account to find the customer payments but the last one was 3 months ago. Dan also see that he's in overdraft so he agree to start a new project with the client, eventhough he doesn't know if the last payment was payed.

Jobs to be Done

Dan says:

“I want to be able to follow the actions in my business so that the business will work better and I will earn more.”

Visual Research

Sketch of Dashboard

I made a sketch for the dashboard page because it is the page that controls the whole system. It contains all the latest information the business owner needs – cash chart, recent tasks, customer payments. From here he can log in and see all the information.


After the hand sketches I built wireframes.

Visual Research

Inspiration Board

I searched for apps with dashboards. I found some apps and noticed that all of them have a left side menu, and the mail control is in the middle.

Color Palette & Typography

I chose the color blue because it is a business system designed for business owners and it should reflect seriousness and professionalism. I chose the font Roboto because it is a professional and user friendly font as the system should be.

The Name & Logo

The logo conveys what the business system is supposed to do at the end of the day – increase the profits of the business owners. The arrow reflects the benefits of the system and the increase in profits it can bring to the business owners.

Final Design

Old Design - Dashboard

I initially used real money photos and the left column of cash flow was without background. Then I decided it was not appropriate to put pictures of real money because it over-simplifies the design. I made a design uniformity between the three columns.

Final Design - Dashboard

The system starts on the main dashboard screen where the three main categories are displayed: cash flow, recent tasks and customer payments.


Time Tracker

Customer Payments


Cash Flow

Micro-Interactions and Animation


What Did I Learn?

I learned that a business management system is very necessary for running a business. It eliminates the need to remember and write manually in the diary. It coordinates all tasks and customer follow-ups. The system is very useful for any business owner.

Future Features

  1. Understand what additional needs business owners have.
  2. To further develop the system.