Dashboard

Redwood Growth Capital, LLC is a business financing company established by a group of passionate entrepreneurs with many combined years of small business experience. This group of professionals has more than 50 combined years of experience developing small businesses and assisting small businesses in obtaining financial solutions to their cash flow problems.

Problem

The financial company already had a business dashboard designed and developed for internal use. But along the way, employees started to have difficulties adding, searching, and reviewing their client’s sensitive data. The dashboard was more on the design side rather than the functionality and efficiency of use. I was approached very late in the process by a stakeholder of the company who also uses the internal dashboard, stating he was frustrated and confused in how the dashboard was displaying and structuring data.

Within our conference meeting, the stakeholder gave me full access to their current dashboard. He briefs me on how a user moves through their process in becoming approved for a loan, frustrations their employees are dealing with (including himself), and the requirements needed to improve their internal dashboard.