Assessments

This B2B SaaS product enables large companies like Flickr,

Bolt build Products compliant with US state privacy laws

#inputfields

#variants

#templatedesign

Role

Research synthesis

Visual design

Product manager, Jesse Herlitz

Deliverables

Interactive Prototypes

Walkthrough demos

DS Components


Duration

4 months

Customer problems & Project overview

How do you convert a laborious manual form filling activity into an exciting and seamless task like Typeform/Googleform?


In order to build a new product in large B2B/B2C companies, you have to do a Data Privacy Impact Assessment. This is one of the Data processing assessments to be made when dealing with personal data, and is to be submitted to the state Attorney-General.


We uncovered these user pain points:

  • It's a laborious process riddled with operational friction

  • The problem of ambiguity as each organization has different data processing needs.

What did I learn?

Providing an answer to these questions involved giving the users these capabilities:

  • A Template editor/designer

  • A Customer data request management portal

  • An Assessments library

How the solutions performed

Transcend can now pre-populate templates with relevant metadata from the customer's Data Inventory map, accelerating their workflows and simplifying privacy compliance.

The Template editor → Admin lands here when they create

a new template. They can:


✅ Switch between Create and Preview modes. Preview mode is what will customer will

see when the form link is opened


✅ Set Question types for customers, and Placeholder suggestions

Editor elements: Multiple choice & file upload question types

Editor elements: Table question type

Editor elements: navigation components

Editor elements: Paragraph and short question types

References

Solution & Impact overview

Transcend can now pre-populate templates with relevant metadata from the customer's Data Inventory map, accelerating their workflows and simplifying privacy compliance.

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