Scaling Partner Discovery

Scaling Partner Discovery

Scaling Partner Discovery

Merchants struggled to evaluate providers across fragmented directories. This project explored how a unified directory could improve discovery and trust.

Merchants struggled to evaluate providers across fragmented directories. This project explored how a unified directory could improve discovery and trust.

COMPANY

Shopify

ROLE

Product Designer

Team

PM · Engineers · Content · Data
· SEO

Timeline

5 Months

TL;DR

Consolidated three fragmented directories used to connect merchants with agencies, developers, designers, and marketers into a single self-serve marketplace. The redesign improved discovery and evaluation while reducing operational overhead and eliminating 325,000+ lines of legacy code.

THE CHALLENGE

How might we consolidate three partner directories into one experience while helping merchants confidently evaluate and connect with the right service provider?

Shopify merchants often rely on agencies, developers, designers, and marketers ("Shopify Partners") to grow their businesses. However, Partner discovery was fragmented across three separate directories, making it difficult to evaluate expertise, credibility, and fit. At the same time, maintaining multiple marketplace experiences created growing operational overhead for Shopify.

01 — UNDERSTANDING THE PROBLEM

We translated merchant hiring behaviors into a unified discovery experience.

To understand how merchants discovered and selected Partners, I conducted merchant interviews, usability testing, and concept evaluations. I also reviewed marketplace data, Partner feedback, and existing research to understand how merchants evaluated expertise, credibility, and fit.


Through this research, we found that successful Partner selection followed a repeatable evaluation process. Merchants needed evidence of expertise, proof of past success, and confidence that a provider was the right fit for their business.

Our challenge wasn't helping merchants find providers—it was helping them confidently choose one.

Research Insights → Design Principles

Research Insights →
System Behaviors

TRUST MATTERED MORE THAN DISCOVERY

Merchants could usually find potential service providers, but struggled to determine who was credible enough to hire.

SURFACE TRUST SIGNALS THROUGHOUT THE EXPERIENCE

Reviews, certifications, featured work, and specialization were integrated directly into discovery and profile experiences.

TRUST MATTERED MORE THAN DISCOVERY

Merchants could usually find potential service providers, but struggled to determine who was credible enough to hire.

SURFACE TRUST SIGNALS THROUGHOUT THE EXPERIENCE

Reviews, certifications, featured work, and specialization were integrated directly into discovery and profile experiences.

MERCHANTS WERE MAKING HIRING DECISIONS

Selecting a Partner represented a significant business investment, making expertise, credibility, and fit critical factors.

STANDARDIZE PROFILES FOR COMPARISON

Structured services, specializations, and proof points made providers easier to evaluate side-by-side.

MERCHANTS WERE MAKING HIRING DECISIONS

Selecting a Partner represented a significant business investment, making expertise, credibility, and fit critical factors.

STANDARDIZE PROFILES FOR COMPARISON

Structured services, specializations, and proof points made providers easier to evaluate side-by-side.

FRAGMENTED DIRECTORIES CREATED UNCERTAINTY

Partner information was spread across multiple directories with inconsistent profile structures and trust signals.

CONSOLIDATE DISCOVERY INTO ONE DESTINATION

A unified marketplace created a single source of truth for discovery, evaluation, and connection.

FRAGMENTED DIRECTORIES CREATED UNCERTAINTY

Partner information was spread across multiple directories with inconsistent profile structures and trust signals.

CONSOLIDATE DISCOVERY INTO ONE DESTINATION

A unified marketplace created a single source of truth for discovery, evaluation, and connection.

MARKETPLACE WORKFLOWS CREATED FRICTION

Matching, messaging, invoicing, and job-posting workflows added complexity while many users preferred direct communication.

FOCUS ON DIRECT CONNECTIONS

The experience prioritized helping merchants find and contact providers rather than recreating marketplace workflows.

MARKETPLACE WORKFLOWS CREATED FRICTION

Matching, messaging, invoicing, and job-posting workflows added complexity while many users preferred direct communication.

FOCUS ON DIRECT CONNECTIONS

The experience prioritized helping merchants find and contact providers rather than recreating marketplace workflows.

02 — KEY DESIGN DECISIONS

Design Explorations

Based on these insights, we explored several approaches for simplifying discovery, improving trust, and reducing marketplace complexity.

Research Insight

Discovery fragmented across 3 directories

Merchants struggled to evaluate providers

More providers required better navigation

Marketplace workflows increased complexity

Design Response

Unified marketplace

Structured profiles & trust signals

Search & filtering

Direct merchant-partner connections

Research Insight

Discovery fragmented across 3 directories

Merchants struggled to evaluate providers

More providers required better navigation

Marketplace workflows increased complexity

Design Response

Unified marketplace

Structured profiles & trust signals

Search & filtering

Direct merchant-partner connections

Homepage Iteration

Explorations

  1. Early design

B. Iteration

What changed

  • Added prominent search directly within the hero

  • Shifted from category-first browsing to search-assisted discovery

  • Simplified service taxonomy

  • Optimized for a larger provider ecosystem after consolidation

Why

Consolidating three directories significantly increased the number of available providers. To reduce browsing friction, we shifted discovery toward search-first experiences that helped merchants quickly identify relevant expertise.

Search & Filtering Iteration

Explorations

  1. Early design

B. Iteration

What changed

  • Simplified filtering architecture

  • Added more targeted filtering options

  • Improved result cards with richer comparison information

  • Prioritized relevance over browsing

Why

As more providers entered the unified marketplace, filtering became increasingly important. Research showed merchants wanted to narrow options based on expertise, services, certifications, and business needs. A richer filtering system helped merchants efficiently evaluate a larger pool of potential providers.

Partner Profile Iteration

Explorations

  1. Early design

B. Iteration

What changed

  • Removed testimonial content

  • Removed project thumbnails

  • Simplified profile hierarchy

  • Increased emphasis on credentials, services, ratings, and expertise

Why

Early concepts included richer content modules, testimonials, and visual project showcases. While these elements provided additional context, they introduced significant governance, moderation, and maintenance requirements.


The final design prioritized scalable trust signals that could be consistently maintained across thousands of provider profiles. Richer content experiences were intentionally deferred until we could establish scalable governance, moderation, and quality standards across thousands of provider profiles.

03 — FINAL SOLUTION

Unifying Discovery, Evaluation, and Connection

Rationale

The final solution consolidated three separate Partner directories into a single marketplace where merchants could discover, evaluate, compare, and connect with providers from one destination. The experience combined search, filtering, standardized profiles, and direct contact flows to support confident hiring decisions.

1

Intent-Based Search

Search was redesigned to help merchants find either specific providers or service categories. Rather than relying solely on keyword matching, the experience interpreted whether merchants were searching for a Partner or a service and surfaced more relevant results.

2

Enhanced Search & Filtering

As the unified marketplace grew, merchants needed efficient ways to narrow options. We introduced filtering for services, expertise, certifications, location, and availability, helping merchants quickly identify providers that matched their needs.

3

3

Standardized Partner Profiles

Partner profiles were redesigned around trust and evaluation. Structured information about services, expertise, certifications, reviews, and proof of work made providers easier to compare and assess.

4

4

Direct Partner Connections

Rather than maintaining complex marketplace messaging workflows, merchants could contact providers through a structured inquiry flow that captured project details and routed them directly to Partners.

04 — Impact & Reflection

Results

325,000+

Lines of code removed

89%

Reduction in technical debt

89%

Reduction in technical debt

↑ 2%

In merchant-partner collaboration rates

↑ 2%

Increase in merchant-partner collaboration rates

Impact

Unified fragmented discovery experiences

Consolidated three separate Partner directories into a single marketplace experience, creating a consistent destination for discovery, evaluation, and connection.

Reduced technical debt

Retired legacy marketplace infrastructure and eliminated 325,000+ lines of code, reducing technical debt by 89%.

Simplified platform operations

Removing matching, messaging, and other marketplace workflows reduced maintenance complexity and operational overhead while creating a more scalable foundation for future Partner experiences.

Reflections

Designing for subtraction

The biggest impact came from removing features, not adding them. Eliminating legacy matching, messaging, and operational workflows simplified the experience while reducing platform complexity.

Trust emerges from systems, not features

I initially approached the project as a discovery challenge, but the deeper problem was helping merchants confidently evaluate providers. Trust wasn't created through badges alone—it emerged from consistent information architecture, transparent expertise signals, and meaningful proof of work.

Two-sided marketplaces require balanced incentives

Improving merchant discovery could not come at the expense of Partner experience. The final solution balanced accessibility for merchants with mechanisms that helped providers receive higher-quality leads and better matches.