SMB solution: Assess Lite
Free and available for everyone
Assess Lite distills our complex policy builder into an approachable tool for small business owners with no background check expertise. Through research, I learned these teams want to configure policies with as little friction as possible.
What I designed
A step-by-step guided workflow that walks users through only the essential decisions.
Pre-built templates that teams can apply instantly.
Why it matters
This tier dramatically reduces cognitive load and setup time, helping small teams go live quickly and minimizing the need for Implementation support.
Usability testing
We did usability testing with 35 customers through Usertesting.com. From customer feedback, I identified:
Content needs to be simplified
More social proof to build trust on what policies employers should adopt
Certain charges are more politically charged
Key design decisions
Show most commonly adopted policies. Five quickstart policies focusing on records generally considered less risky
Social benchmarking. Included how often each record type appeared, how many customers opted into each policy, and efficiency gains to encourage more adoption
Approachable design. Led with color-coded tags and friendly explanations
Product led-growth. Show value of Standard tier (for midmarket) and include clear path to upgrade
