Design Management Case Study: Emerging Spaces


Note: This case study is an excerpt from a full presentation dedicated to it. 

Investors are constantly on the hunt for companies to invest in or acquire. To do so requires a lot of research, combining number crunching, newsgathering, and combining social media for trends. At PitchBook, we constantly monitored these things via AI and human-based investigation. We knew that we could use our data to show our customers that investment areas are on the rise in a way that leads to that aha moment.

The business challenge we were trying to solve: PitchBook's customers use the tool reactively. They research elsewhere and then come to the platform to find the data. This project aimed to get them to use PitchBook as an investigative tool, not just a place to crunch the numbers.

As the UX Manager on this project, I empowered and guided my team through identifying what we should focus on, why our customers needed these insights, and how they might appear within PitchBook. I also introduced half-day Design Sprints to involve many colleagues and stakeholders in the design process. I was involved all along the way, from concept to launch.

Emerging Spaces has seen exponential growth year over since it was launched and remains a mainstay in PitchBook's market discovery suite of tools.