Trifect
Matching Businesses with their perfect 3PL in minutes, not months
Jan - May 2025
TIMELINE
Founding Designer
ROLE
Sarah Fan (Developer)
Charlie Gao (Developer)
Max Young (PM)
TEAM
SKILLS
Product Design
UX Research
Branding
Diving into the world of Logistics
With an in-house small business owner (our PM), our team was able to gain insight into how behind the logistics world lagged in terms of tech adoption

CONTEXT
What are 3PLs?
We found unless businesses are Walmart-sized, they have to rely on Third Party Logistics providers to do their heavy lifting (literally) for critical operations.
PROBLEM: BUSINESSES
Bad matches → Expensive Breakups → Waste of Time
Businesses lose time and money searching for 3PLs in disjointed ways only to find a superficial match that will cost hundreds of thousands later because of incompatibility
What’s going wrong?
UNRELIABLE SEARCH
Business owners resort to google searches, hundreds of calls, and chance encounters
BAD ALTERNATIVES
Consultants for 3PLs exist, but cost thousands, are slow, and still don’t provide a perfect match
How do 3PL Consultants have a job?
Businesses find so much value in being understand personally that they’re willing to throw away their money and time
We found an opportunity to provide this value in a different way
INSIGHT
It’s important to businesses that their nuanced priorities and needs are understood
PROBLEM: 3PLs
Can’t seem to stay in a relationship
3PLs don’t have the bandwidth to focus on self-advertisement which becomes even more of a burden with low business retention rate

74% of 3PLs say finding/retaining clients is one of their biggest challenges
3PLs also have to rely on caveman marketing tactics to get their name out
But, even when they do find a business to work with them, 30% of them leave within the first week
Why business-centered, not 3PL-centered?
CAN AFFORD TO COMPARE
Businesses are more concerned with finding the RIGHT 3PL and care more about the comparison process
DON’T HAVE THE BANDWIDTH
3PLs are more concerned with FINDING a business and don’t have the bandwidth to comb through options
SOLUTION
Trifect is an AI B2B marketplace that matches businesses and their best-suited Third Party Logistics Provider(s)

Onboard your business
Train Trifect to understand your business completely and thoroughly

Start a 3PL search
Click to add a 3PL and tell Trifect an initial idea of what exactly you’re looking for

Take a look at the details
Optimized to help you take a quick look at the granular details and easily compare your options

Add on to your search
Hold on to potential options, but keep having a conversation with Trifect to narrow down on your priorities
PROCESS
Business are the star of the show
Design decisions and other key insights all stemmed from this central one we extracted before
INSIGHT
It’s important to businesses that their nuanced priorities and needs are understood
ONBOARDING
This onboarding flow ties tightly into businesses desiring to be well understood but also provided our developers with the context needed to train the AI model!
USER EXPERIENCE
UX in onboarding → multi-step that provides reward, but enough clustering to prevent “next screen” exhaustion
KEEPING TARGET AUDIENCE IN MIND
The My 3PLs screen directly after onboarding comes from our research that revealed mid-sized businesses juggle 2-3 3PLs!

BACK AND FORTH CONVERSATION
We understood the core value of consultants as being able to talk back and forth when searching through 3PLs
This led to a result-centered AI chat system that feels like talking to a partner
MIMICKING REAL CONVERSATION
Didn't separate the results and chat space into different panels to mimic the mix of results and conversation IRL

HIGHLIGHTING MISSING ASPECTS
From interviews we found businesses want to know what a business cannot fulfill as well
BUSINESSES KNOW BEST
In showing businesses what a 3PL cannot do, they have the control to adjust their prompting and decide what’s important for themselves
The people have spoken! Interviewing businesses about their priorities, we noticed patterns across different businesses...
INSIGHT
Business have common important decision-making factors they want highlighted

LOCATION + COST
Location priority can differ based on closeness to retail shops, closeness to piers, or closeness to manufacturers
Cost can be a deal breaker
COST
Cost has greater hierarchy because of its importance especially for small/mid size businesses (our target)
LOCATION
Highlighting location is emphasized in map view, the results, and listing of how many locations
But we can’t forget the point of it all, having a lot of options and picking the best one
INSIGHT
Businesses want an easy way to compare and contrast different options

PINNING
Pinning is a tried and true method of building on previous searches to find the perfect solution, something that aligns with the values of our audience
EXPLORE + SAFETY
With limited space to see results, pinning created a compromise between exploring through re-prompting but not losing past results
HARMONY WITH MAP
Marrying the pin feature with the map view built onto the importance of location but also provides another level of navigation
THREE PANELS
With so many priorities, the 3-panel view prevents the friction of pop-ups or page changes to see 3PL details
QUICK GLANCE
Sacrificing some visual overload to cater to the need for a quick way to compare what 3PLs have and don’t have felt right for our users
HOORAY!
Successfully deployed!!
With a developed out prototype, a beautiful slide deck, and awe-inspiring pitch, our team presented to representatives from companies like Ghost and the founders of Bird Scooter!

What Did I Learn?
USERS KNOW BEST
Talking to just one user was a greater help than hours of brainstorming/researching! Even in UX, giving the users the reins is sometimes the most intuitive
DEV + PM = BETTER DESIGNER
Understanding what data we needed to train the AI model and finding product-sized holes in our pitch helped me to be a better and more holistic designer
Extra! Extra!


Thanks For Reading!!
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