COntactAboutWorks
Product Design

Tiered Vendor Questionnaires

A tiered vendor questionnaire that adjusts the depth of questions based on a vendor’s risk level—reducing friction for low-risk vendors while enabling deeper insights and more efficient reviews for risk teams.
Created:
February 2021 - April 2021
Release Date:
2017-2020

MY Role

Led the design of a smarter alternative to traditional vendor questionnaire forms by creating a tiered vendor questionnaire that adapts in real time based on user input. The goal was to make a complex logic-driven experience feel lightweight and intuitive, eliminating unnecessary questions and streamlining the flow for a more efficient, user-centered process.

background

Company - Venminder
Venminder is a vendor risk management company that helps organizations manage third-party risk, compliance, and oversight through a centralized platform combining software, data, and expert services.

What are vendor questionnaires?
In Third-Party Risk Management (TPRM), vendor questionnaires are structured sets of questions sent to third-party vendors to evaluate how they manage risk. They’re used to gather evidence and insight across key risk domains before onboarding a vendor and throughout the vendor lifecycle.‍

‍What is the point of tiered questions?
Companies use a tiered approach to vendor questionnaires so the depth of questions matches the level of risk a vendor presents. This ensures low-risk vendors aren’t overburdened, while higher-risk vendors receive more thorough, in-depth questions that drive clearer, higher-quality responses. The result is more efficient reviews and stronger insight for risk teams.

Challenge

1. While the Venminder platform had a functional vendor questionnaire feature, the current state only supported the addition of one child question and not a multi-tier approach.

2. The existing questionnaire framework was not designed to support tiered questions. Adding this functionality would overcrowd the interface and result in a confusing, unusable experience.

‍

Persona

‍Vendor Manager

Goals: Efficiently collect accurate vendor information at the appropriate depth
Fear:
Missing critical information or creating unnecessary vendor friction
Needs:
Scalable, risk-based questionnaires that reduce manual work

Process

To understand the limitations of the existing questionnaire experience, I worked alongside the Product Manager to conduct stakeholder interviews with internal risk and vendor management teams who use the tool often.

Research revealed that a single-layer questionnaire model failed to scale with vendor complexity, creating inefficiencies for internal teams and friction for external users. These insights informed the design of a tiered questionnaire framework that enables proportional depth, improves response quality, and supports more scalable vendor oversight.

  • Research Insight 1: Question Depth Must Be Conditional, Not Linear
    ‍
    Vendor Managers need the ability to trigger follow-up questions based on how a vendor responds. Being limited to just one level deep is not enough.
    ‍‍
  • Research Insight 2: Flat Questionnaires Limit Risk Clarity
    ‍
    One-level-deep questionnaires forced teams to choose between overly long forms or insufficient detail for higher-risk vendors.
  • Research Insight 3: Question Depth Must Be Conditional, Not Linear
    ‍
    Vendor Managers need the ability to trigger follow-up questions based on how a vendor responds. Being limited to just one level deep is not enough.

design Solution

1. Evolving the layout to support scale

‍I transitioned the questionnaire builder from a single-panel layout to a two-panel UI, allowing question hierarchy and question details to coexist without competing for space. This created a more scalable foundation for supporting deeper, tiered question structures.

‍

2. Reducing setup time with preloaded questions

To help teams get started faster, I introduced preloaded templates with three default questions. This reduced manual effort and provided a clear starting point without limiting customization.

‍

3. Prompting tiered logic through answer format selection

Free-form answers are the default response type when creating a question. When a response is changed to a structured option, the UI prompts users to add tiered follow-up questions. This helps teams introduce depth naturally, only when it becomes relevant.

3.1 Default Response Answer Format

By default, the pre-loaded questions are in a free form format, which does not support tired logic.

3.2 Selecting a different Answer Format

Switching to alternative answer formats like “Yes/No, Dropdown Select, or Multi-select Dropdown" options enables tiered questioning. This allows the app to use a user’s initial response to dynamically probe deeper, capturing more nuanced and qualitative feedback through a structured, progressive flow.

3.3 Triggering Tiered Questions

When a different answer format is selected, the system unlocks tiered questioning. Each response becomes a stepping stone, guiding the flow of follow-up questions and helping teams gather richer, more contextual feedback without adding friction to the experience.

‍

4. Pre-Loaded Tiered Questions for Speed

Tiered questions start with three default entries to give teams a quick, consistent starting point. These can be edited or removed at any time, keeping things fast without limiting flexibility.

‍

Final Prototype

Outcomes & Impact

This work turned a flat, one-size-fits-all questionnaire into a flexible, tiered experience that scales with vendor complexity. Teams can now collect deeper, more meaningful information without adding unnecessary work for themselves or their vendors.

  • Enabled multi-level questionnaires that expand only when needed
  • Improved the quality and clarity of vendor responses, especially for higher-risk vendors
  • Reduced setup time through preloaded questions and tiered defaults
  • Made complex question hierarchies easier to understand with a two-panel UI
  • Created a scalable foundation for future questionnaire growth and enhancements

‍

Portfolio

More Works

View
Venminder Design System
Product Design
View
Venmonitor
Product Design
View
Reactions Usability Test Summary
UX Research
About Me

I'm a Product Designer based in Chicago with experience in delivering 0 → 1 products that meet business goals.

Navigations
WorksAboutContact
Contacts
I’m based in Chicago, IL
Email Me
Send Message
Follow