GreenTrace

AI-Driven Cannabis ERP Design System

Overview

integrate AI to automate compliance monitoring, streamline workflows, and minimize regulatory violations.

Target Audience

Cannabis business operators (cultivators, processors, distributors, retailers)

My Role

UX Design, UI Design, Design System, Design Handoff

Key Features

AI Compliance Assistant, Automated Documentation, & Seed-to-Sale Tracking

01 Overview

GreenTace is an AI-powered ERP suite designed to help cannabis cultivators optimize their seed-to-sale journey. Recognizing that many users in the industry may not be familiar with traditional ERP systems, GreenTace focuses on providing an intuitive, user-friendly interface. By streamlining operations, ensuring compliance, and offering personalized recommendations, GreenTace delivers a unified view of essential business insights

02 Vision & Execution Plan

01 Goal

Design an AI-powered, scalable, and user-friendly Cannabis ERP platform with automated compliance, streamlined workflows, and a secure, multi-device interface.

02 Challenges

The cannabis industry is still catching up with ERP software, unlike other sectors. Many current ERP systems are complicated, so creating an easy-to-use, interface is crucial.

03 Action Plan

Conduct research, analyze competitors and identify key strengths and weaknesses. Use these insights to refine features, and optimize User Expereince

That’s where an ERP system comes in. It keeps everything connected—tracking plants from seed to sale, automating compliance reports, managing inventory in real time, and streamlining operations. No more scrambling for data, no more costly mistakes. Just a smooth-running business ready to grow, legally and efficiently.

Why should a cannabis business consider an ERP system?

Imagine you’re running a cannabis business. Sales are booming, but so are compliance checks, inventory headaches, and supply chain hiccups. One missing report, one mislabeled product, and you’re facing fines—or worse, shutdowns.

Cultivators

To monitor crop at each stage

Manufacturers

To track processing and packaging

Retailers

To order or sell the goods

Compliance

To check yield and history

Investors

See how the business is doing

03 Background

A San Francisco-based company specializing in computer vision, yield forecasting, and supply chain had fragmented product designs, leading to a disjointed user experience. We aimed to unify them into a single ERP SaaS platform with consistent design guidelines.

Team

2 UX Designer

1 UX Researcher

1 Product Owner

2 Developers

Role

UX Designer

UX Researcher

Tool

Figma

Microsoft 365

Platform

Web Application

Contribution

Primary Research

Prototyping

High Fidelity Design

Concept Ideation

What’s going on with the Cannabis industry?

Navigating Cannabis Industry Complexity

Cannabis has been a fragmented industry for decades, with legalization battles dating back to the 1970s. While 38 states allow some form of legal cannabis, regulations on cultivation, tracking (seed-to-sale), and sales remain inconsistent. Since 2014, states have introduced strict compliance systems, but understanding where to grow, how to sell, and what’s legal is still a challenge.

Recreational and Medical Marijuana

Medical Marijuana

CBD Oil

Illegal in any form

05 Competitive Analysis

In the competitive landscape of cannabis ERP solutions, Flourish Software, Canix, and Distru stand out as leading players, each addressing the industry's unique challenges.

04 Capabilities

An ERP should be the central hub where users can seamlessly manage all their tasks. Through our research, we identified the key capabilities needed to build that truly delivers on this promise. Here’s what we found essential:

01 Seed-to-Sale Tracking

02 Security & Access Control

03 Reporting and Analytics

04 POS and Distribution

05 Inventory Management

06 Cultivation Management

07 CRM

08 Compliance Management

09 Financial Management

10 Supply Chain Management

11 Manufacturing & Processing

Visual Audit

We conducted an in-depth visual audit of leading cannabis ERP solutions, analyzing their layout, user experience, key features, and pain points. This assessment helped identify opportunities for improving efficiency, compliance, and usability in our system.

Understanding these challenges, we set out to redefine the user experience by creating a comprehensive Design System tailored for the cannabis ERP industry

Design System

We built a dashboard to track component progress, ensuring organization, transparency, and seamless collaboration between designers and the product team.