Deal Management — Case Study
Beyond Site Selection: Building the Deal Management Solution
Carrying site-evaluation context all the way through to a signed lease.
RoleFounding Designer
WithEngineers, CPO, CEO
Project Summary
Working closely with key stakeholders, we realized that site evaluation was just the first domino in a much longer chain. I then designed a Deal Management dashboard that guides retail teams from initial analysis through to closing.
I helped transform a messy, email-driven workflow into a single, streamlined hub.
The result: teams can now track, advance, and revisit deals without ever losing context or momentum.
Fig: Final design I shipped
01Problem
Approved Isn't the Finish Line
Once a site was approved, teams tracked the deal through emails, spreadsheets, or memory alone.
Once a site was approved, retail real estate teams had no structured way to track deals. Everything lived in emails, spreadsheets, or in people's heads.
This manual, fragmented workflow meant the valuable context gathered during site evaluation was being lost, creating a messy scavenger hunt just as a deal was about to close. The lack of a unified hub meant teams were losing momentum and risking critical details.
02Context
Five Stages, One Fragile Thread
Analysis, LOI, Committee, Negotiation, Closing — held together by memory, not a system.
Site getting approved means, a specific location has checked off all the requirements of the business, has good predicted-returns etc. Then this site goes through a lot of stages: Analysis, Letter Of Intent, Committee Discussions, Negotiation, Closing (or Cancelled if something falls through).
Maintaining all these in the head… is menial.
03Integration
New Deals In, Old Deals Searchable
One dashboard for tracking active deals and archiving closed ones for later reference.
There were 2 cases Deal Management would be used in:
- Keeping track of new deals
- For old deals: acts as a searchable archive, letting teams quickly reference, review, and analyze past deals
Fig: For old deals, its easy to add them
Fig: For new deals, when they search for a site, they get an option to add to deals directly
Fig: Building this entire flow for GrowthFactor, literally taking it from 0 to 1, is the highlight of my life.
04Conclusion
One Hub, Not a Scavenger Hunt
Instant clarity and control over the lease portfolio, replacing scattered manual workflows.
While this dashboard was an additive feature, its impact was transformative. By creating a single, centralized hub, we eliminated the scattered, manual workflows that were a source of constant user frustration.
The dashboard's value isn't measured in a single metric, but in the seamless, cohesive experience it delivers.
It provides users with instant clarity and control over their lease portfolio, ultimately strengthening the core solution and setting a new standard for workflow efficiency.