Project
SourceCo Marketplace
Role: Lead Designer
Timeline: 6 months

SourceCo is a middle-market M&A intermediary that asked us to design and build a marketplace for businesses for their clients, akin to BizBuySell. This was for desktop only.



My Role
I was the lead designer on this project and relied heavily on my e-commerce experience to guide the direction of the marketplace.
Save/Favorite Listings
One function I brought specifically from e-commerce was the ability to favorite or save businesses, allowing clients to create a list of potential buys to compare. I also included the ability to share listings through email or copying the link, so clients could share among their teams. This really impressed the client, since it was something they hadn’t considered and thought that their clients would find really useful. This also allowed SourceCo employees to be able to see which listings a client has saved and reach out to them to help facilitate a deal.


Create and Archive Listings
The biggest piece was the ability for admins to create and archive new listings on the marketplace. Creating a listing is just a standard form, and archiving a listing requires including the final sale price and allows for any notes on the sale.



Deals Closed
They also requested a way to see how much they’ve closed in deals to date, so I included banner at the top of the admin dashboard that automatically updates when a listing is archived, but can also be manually updated if needed.

UI
SourceCo already had a defined color palette and typography, so it was easy to plug in the UI.
Results
Although this is not a publicly available tool, from conversations with the client, they’re consistently onboarding new clients and continuing to grow the platform. They definitely consider it a success!
Final Thoughts
Looking back now, I would have liked to create a sidebar with more robust filtering options. When the project started, there were only a few filtering options that made sense as dropdowns, and the client wanted the filtering to be visible, but as it’s grown, more kept getting added. Anticipating additions and changes like these and designing for them up front to try and future-proof projects has been a big lesson learned for me.
I really enjoyed this project because I got to pull my experience in retail into a different context. As different as the actual products can be, the experience of buying and selling on an online marketplace is largely the same, and it was interesting to me how much carried over from bags to businesses. I learned a lot about looking past the surface to find similarities deep down in the architecture and user flows.