Climate Tech Marketplace (ESGentle) - B2B SaaS

A discovery and decision experience that helps sustainability managers find and compare ESG solutions — in a market built on trust.

CLIENT

ESGentle

Role

Product Designer

TIMELINE

20 Months

PLATFORM

Responsive Web, SAAS

TEAM

2 UX/UI Designers,
1 Full-Stack Developer,
1 Sustainability Advisor,
1 CEO

Outcome

  1. Improved sustainable solution discovery efficiency by 40%

  2. Achieved an 80% task success rate in usability testing

  3. Adjusted a design system with over 30 components for ongoing feature development

Outcome

  1. Improved sustainable solution discovery efficiency by 40%

  2. Reduced sustainability decision-making time by 30%

  3. Achieved an 80% task success rate in usability testing

  4. Adjusted a design system with over 30 components for ongoing feature development

  1. Improved sustainable solution discovery efficiency by 40%

  2. Achieved an 80% task success rate in usability testing

  3. Adjusted a design system with over 30 components for ongoing feature development

Context & Problem

ESGentle is a San Francisco cleantech startup with one mission: accelerate ESG adoption through a centralized platform for sustainability solutions.

The problem: managers had to prove impact while working from fragmented data — no centralized, comparable view of ESG vendors. They spent 10–15 hours a week manually searching, relying on reports, networking, and cold outreach.

How might we help sustainability managers quickly discover and compare ESG solutions?

UX Research

17 stakeholder interviews (finance, manufacturing, retail)

2 ESG expert sessions

Reviewed 8 existing ESG-related platforms and climate tech directories.

Distributed a 10-question survey to a network of sustainability professionals via LinkedIn

Received 42 responses

Key insights:

Top decision factor: 

verified impact metrics (78%)

Top frustration: 

lack of centralized database (65%)

Most desired feature:

side-by-side solution comparison (72%)

No competitor offered apples-to-apples comparison or transparent credentials.

Strategy

Positioned around decision-making efficiency, not vendor listings — so managers can compare, trust, and act. Built a filterable marketplace (category, budget, impact), energy-efficiency and offsetting solution flows, and a repeatable UI system.

Solution

We designed the MVP with features focused on streamlining discovery, comparison, and decision-making:

  1. Filterable Marketplace

Users could browse sustainability solutions by category, budget range, impact, and more — enabling focused discovery.

  1. Energy efficiency solutions flow
  1. Offsetting solutions flow

Impact

Task Success Rate

80% (user testing)

Solution discoverability

↑ 40%

Design system

30+ components

My Role

I led design across all stages of the UX process:

led research and UX/UI across the engagement: ran all 17 stakeholder interviews

authored the 10-question survey that drew 42 responses

Created customer journey maps, user flows, and site architecture

Designed responsive lo-fi and hi-fi prototypes in Figma

Adjusted a design system with over 30 components

Conducted usability testing, synthesized findings, and iterated quickly

Partnered with the developer for smooth handoff and implementation

Balanced speed with UX quality despite limited data, working within lean resources and tight timelines

Key Takeaways

In complex B2B marketplaces, clarity and trust sell. Focused, decision-oriented features create real value — even under tight time, budget, and research constraints.

Context & Problem

ESGentle is a San Francisco cleantech startup with one mission: accelerate ESG adoption through a centralized platform for sustainability solutions.

The problem: managers had to prove impact while working from fragmented data — no centralized, comparable view of ESG vendors. They spent 10–15 hours a week manually searching, relying on reports, networking, and cold outreach..

How might we help sustainability managers quickly discover and compare ESG solutions?

UX Research

17 stakeholder interviews (finance, manufacturing, retail)

2 ESG expert sessions

Reviewed 8 existing ESG-related platforms and climate tech directories.

Distributed a 10-question survey to a network of sustainability professionals via LinkedIn

Received 42 responses

Key insights:

Top decision factor: 

verified impact metrics (78%)

Top frustration: 

lack of centralized database (65%)

Most desired feature:

side-by-side solution comparison (72%)

No competitor offered apples-to-apples comparison or transparent credentials.

Strategy

Positioned around decision-making efficiency, not vendor listings — so managers can compare, trust, and act. Built a filterable marketplace (category, budget, impact), energy-efficiency and offsetting solution flows, and a repeatable UI system.

Solution

We designed the MVP with features focused on streamlining discovery, comparison, and decision-making:

  1. Filterable Marketplace

Users could browse sustainability solutions by category, budget range, impact, and more — enabling focused discovery.

  1. Energy efficiency solutions flow
  1. Offsetting solutions flow

Outcome

Task Success Rate

80% (user testing)

Design system

30+ components

Solution discoverability

↑ 40%

My Role

I led design across all stages of the UX process:

led research and UX/UI across the engagement: ran all 17 stakeholder interviews

authored the 10-question survey that drew 42 responses

Created customer journey maps, user flows, and site architecture

Designed responsive lo-fi and hi-fi prototypes in Figma

Adjusted a design system with over 30 components

Conducted usability testing, synthesized findings, and iterated quickly

Partnered with the developer for smooth handoff and implementation

Balanced speed with UX quality despite limited data, working within lean resources and tight timelines

Key Takeaways

In complex B2B marketplaces, clarity and trust sell. Focused, decision-oriented features create real value — even under tight time, budget, and research constraints.

Context

ESGentle is a San Francisco cleantech startup with one mission: accelerate ESG adoption through a centralized platform for sustainability solutions.

The problem: managers had to prove impact while working from fragmented data — no centralized, comparable view of ESG vendors.

They spent 10–15 hours a week manually searching, relying on reports, networking, and cold outreach.

How might we help sustainability managers quickly discover and compare ESG solutions?

UX Research

17 stakeholder interviews (finance, manufacturing, retail)

2 ESG expert sessions

Reviewed 8 existing ESG-related platforms and climate tech directories.

Distributed a 10-question survey to a network of sustainability professionals via LinkedIn

Received 42 responses

Key insights:

Top decision factor: 

verified impact metrics (78%)

Top frustration: 

lack of centralized database (65%)

Most desired feature:

side-by-side solution comparison (72%)

No competitor offered apples-to-apples comparison or transparent credentials.

Strategy

Positioned around decision-making efficiency, not vendor listings — so managers can compare, trust, and act. Built a filterable marketplace (category, budget, impact), energy-efficiency and offsetting solution flows, and a repeatable UI system.

Solution

We designed the MVP with features focused on streamlining discovery, comparison, and decision-making:

  1. Filterable Marketplace

Users could browse sustainability solutions by category, budget range, impact, and more — enabling focused discovery.

  1. Energy efficiency solutions flow
  1. Offsetting solutions flow

Impact

Task Success Rate

80% (user testing)

Solution discoverability

↑ 40%

Design system

30+ components

My Role

Key Takeaways

In complex B2B marketplaces, clarity and trust sell. Focused, decision-oriented features create real value — even under tight time, budget, and research constraints.

I led design across all stages of the UX process:

led research and UX/UI across the engagement: ran all 17 stakeholder interviews

authored the 10-question survey that drew 42 responses

Created customer journey maps, user flows, and site architecture

Designed responsive lo-fi and hi-fi prototypes in Figma

Adjusted a design system with over 30 components

Conducted usability testing, synthesized findings, and iterated quickly

Partnered with the developer for smooth handoff and implementation

Balanced speed with UX quality despite limited data, working within lean resources and tight timelines