Consentify: Enterprise Solutions for Consent Data Management

Date

Apr 2023 - Nov 2023

Keywords

SaaS/ B2B / Date Privacy

Team

Emma (Sole UX Designer)

Mark (CEO)
Kate (Developer)
Richard (Developer )

My role

User research /

UI UX design /

User testing

Overview

Consentify is a B2B SaaS tool designed to help enterprise users collect, manage, and record their customers' consent data while ensuring compliance. As the sole designer, I spearheaded the recent upgrade in close collaboration with our developers and founder team. Demo: https://www.consentify.io/

Result

This project was launched successfully in September 2023. The redesign led to an increase in the task completion rate to 95%.

01. Previous Platform

Our platform allows enterprise users to collect data from their users, along with obtaining necessary consent (like the familiar "I agree to receive newsletters..." option on websites). The consent form we provide has two layers of information.

The front-end layer (Consent Form)

Input box for the data the company needs
The checkbox for consent

The back-end layer

(Subscription and Data use purpose)

Detailed content of service and terms
Detailed descriptions of how they will use the collected data.

02. Research

We found that users often struggled with creating consent forms. The overall experience needs to be more straightforward and user-friendly.

First-time users don't have a clear understanding of the entire consent form creation process .

Detailed research findings:

The previous platform was developed by an engineer who was an expert on consent. However, it lacked a user-friendly design. As a result, new users without much knowledge about consent often got lost and struggled to use the platform.

The current platform lacks a rigorous creation process.

Detailed research findings:

Users may have multiple versions of terms of service(TOS). So in the consent form, they may inadvertently select the wrong terms.
Different consent forms within a company could share the same purpose or TOS. Modifying a purpose or TOS could inadvertently lead to unintended changes across multiple consent forms.

03. Ideation and Define

Brainstorming

Collaborated with our tech lead to devise a solution grounded in research insights.

Design Workshop

Hold an design workshop to share insights and gather ideas from different perspectives.

Prioritize

Prioritized features and ideas using an Impact-Effort metric with our tech lead and product owner.

04. Solution

Solution 1: Redesign the Sitemap

Based on the card sorting results, I modified our information architecture. I placed everything a consent form needs into the Consent Center, so users didn't need to jump between different sections.

Solution 2: Improved status system to raise the threshold for form editing.

The low-effort editing led to frequent errors. Besides, some subfeilds could be used in multiple forms, so editing it could unintentionally affect several consent forms.

To address this, I updated the status system to prevent accidental changes to forms in use:

I introduced a new status "Ready to Use". To edit it, users must revert to draft status.
All items (forms and subfields) must be set to "Ready to Use" before they can be used in a form or published.
When a form is set to "Ready to Use", all related subfields automatically change to this status, and you'll receive a notification.

Emma Tang

Emma