Case Study · 0→1 Web Platform · UI / Visual Design

TAP Local Dashboard

Local business owners don't have time to learn software; they have a business to run. I designed TAP Local's all-in-one dashboard from zero, turning a scattered set of digital-marketing tools into a single screen an owner can read at a glance.

ClientTAP Local
RoleVisual Designer · UI Designer (sole designer)
Duration~9 months
TAP Local Dashboard main screen showing optimization progress, overview tasks, rating, listings, and engagement
The dashboard, the product's main screen. Everything an owner needs to act on sits above the fold: optimization progress, priority tasks, rating, listings, and engagement.

Problem

TAP Local wanted to give local small-business owners one place to manage their entire online presence: get found, build reputation, communicate with customers, and take payments. The catch was twofold. There was nothing to start from: this was a 0→1 product with no existing interface, no patterns, and no conventions to lean on. And the audience was non-technical, local SMB owners who want results, not a tool to study.

Underneath that was a business problem, too. TAP Local was leaning on third-party software to deliver these services, which cost the company a significant amount every year. Building their own platform meant they could own the experience end to end, and expand into new markets without paying for someone else's tools.

Goals

  • Make a complex, multi-feature platform feel intuitive for owners with no technical background
  • Condense the experience so the information that matters is visible without endless scrolling
  • Give TAP Local its own software to replace costly third-party tools and open new business territory

Approach

As the only designer, I worked closely with the marketing manager and a front-end developer, plus a larger development team overseas. The target user was always the same: a local business owner who is busy, practical, and measuring everything by whether it helps them succeed.

Condense, don't scroll

My guiding decision was to keep the product condensed. A long page that scrolls forever would only confuse an SMB owner hunting for the one thing they came to do. So I fought to fit the necessary information above the fold, prioritizing what an owner needs to see and act on first, and pushing secondary detail behind clear entry points instead of stacking it all down the page.

Design within real technical limits

The platform's signature element, the Optimization Progress gauge, was also its hardest. The development team struggled to build the custom animation it originally called for. Rather than hold the feature hostage to a perfect animation, I simplified it: a cleaner gauge the team could actually ship, that still communicated an owner's progress at a glance. Designing to what the team could build was part of the job, not a compromise of it.

Solution

I designed the full platform as a connected flow: a guided setup, a business scan that shows owners where they stand, a dashboard that pulls it all together, and clear tiers and checkout so owners can pick and pay for what they need.

Guided onboarding

Setup is where non-technical users drop off, so the first run is broken into small, friendly steps: a welcome, the basics of the business, the owner's goals, and a dedicated local number for text-message marketing. Each step asks for one thing at a time, with a clear way to skip and come back.

Onboarding: welcome screen
Onboarding: tell us about your business
Onboarding: what goals do you have for your business
Onboarding: choose your local phone number
Guided setup: welcome, business basics, goals, and a local number, one decision per step.

Confirm the business, then scan it

Owners confirm their business details once (name, type, address, service area), and the platform uses that to work for them. The "Scan Your Business" view then shows how the business is actually performing online: where it ranks against local competitors, how reviews are trending, and what's holding it back. It turns a vague worry ("am I visible?") into something concrete an owner can act on.

Confirm Your Business Info: name, type, address, service area
Scan Your Business: reviews and competition analytics, local pack matches, and review distribution
Confirm Your Business Info (left) feeds Scan Your Business (right), which shows ranking, reviews, and competition at a glance.

The dashboard: the main screen

The dashboard is where an owner lives. It had to carry a lot (optimization progress, a prioritized to-do overview, rating, active listings, daily sales, engagement) without feeling heavy. Keeping it condensed above the fold meant an owner could open the app, see exactly what needed attention, and act, all from one screen. The Optimization Progress gauge anchors it: a single, friendly read on how far along they are, from an early "Uh Oh" to a fully optimized "Superb."

The dashboard in an early state: optimization progress at 20 percent with outstanding setup tasks
The same dashboard early on: the gauge reads a low score and the overview surfaces the next tasks, so progress always has an obvious next step. (The optimized state leads this page.)

Tiers for what each business needs

Different businesses need different tools, so services are organized into clear tiers. An owner picks the category that fits, health-focused or standard SEO, then compares plans side by side, with each plan's capabilities spelled out in plain language rather than jargon.

Pricing: choose a plan category, Health SEO or Standard SEO
Pricing: Health Professional and Health Ultimate plans compared side by side
Pick a category (left), then compare plans (right): capabilities in plain language, not jargon.

Payments owners actually understand

Owners choose their business type, select the services they want, and check out, with free processing programs surfaced along the way so cost-conscious owners can save. The payment summary keeps the math transparent: what they're buying, what it costs, and how they're paying, with no surprises before they commit.

Free processing programs: cash discount and credit surcharge options
Payment summary: itemized services, tax, and payment method selection
Free processing options (left) and a transparent, itemized payment summary (right).

Outcome

The design took TAP Local from nothing to a working, owned platform: a full 0→1 product spanning onboarding, business scanning, a condensed dashboard, tiered services, and checkout. For TAP Local, that meant running their own software instead of paying every year for third-party tools, and a foundation they could take into new markets. For the business owner, it meant one practical screen that shows where they stand and what to do next, built for someone who wants to run their business, not learn an app.

TAP Local was a small company with limited resources, so I don't have formal adoption or performance metrics to point to. What I can speak to is the design intent that shaped every screen: condense over scroll, clarity over completeness, and ship something real within the team's technical reality.

Learnings

Designing a 0→1 product as the only designer taught me how much of the work is restraint. It's easy to add one more card, one more section, one more scroll; it's much harder, and far more valuable to a busy owner, to decide what earns a place above the fold. Working shoulder to shoulder with developers on the Optimization gauge also reframed constraints for me: the best design isn't the most ambitious one, it's the one that ships and still does its job. And designing for non-technical SMB owners kept me honest: if a local business owner couldn't glance at a screen and know what to do, the design wasn't done.

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