How to Choose a Data Privacy Suite

Avatar Of John MclaneJohn McLane ·Dec 28, 2022 ·4 min read
Laptop Displaying A Privacy Workflow Beside A Notebook

A data privacy suite can help a team track where personal data lives, manage preferences, and coordinate responses to privacy requests. Before comparing products, pick a task your team struggles to complete today. If an access request currently takes a dozen emails, ask vendors to show how their software handles that request from intake to closure.

Use the same scenario with every vendor. A demo that follows your workflow gives you more to compare than a list of features.

What Should a Data Privacy Suite Cover?

Start with the places that hold personal data. Include your website, customer database, support tools, employee systems, and the vendors that process information for you. Record which teams own those systems and how information moves between them. The NIST Privacy Framework offers a starting point for identifying and managing privacy risk.

CapabilityWhat to ask the vendor to demonstrate
Data inventoryAdd a system, record its owner, and show how an outdated entry is reviewed.
Consent and preferencesChange a choice on the website and show how it reaches connected tools.
Privacy requestsLog a request, assign it to a team, and show who approves the response.
Audit historyExport a record of a change with its timestamp and responsible user.
IntegrationsShow how the platform flags a failed connection and who gets notified.

Decide which capabilities you need on day one. A team replacing spreadsheets might start with an inventory and request tracking. A team already running a consent tool might prioritise connecting it to customer systems. Ask what the suite can replace and what your team will still maintain.

Test a Data Subject Access Request

A data subject access request (DSAR) is a request from an individual to access personal data held about them. Other requests, such as correction or deletion, can require different checks. Ask your privacy team which request types, deadlines, and review steps apply to your organisation.

Two People Reviewing A Printed Workflow With Connected Boxes
Map Who Receives, Reviews, And Approves A Request Before Testing It In The Software.

Give the vendor a fictional request involving a customer record and a support ticket. Ask them to demonstrate intake, identity verification, assignment, review, and closure. Check who sees the request and whether reviewers can approve a response before it goes out. Ask what evidence the team can export afterwards.

Then change one part of the scenario. Make a source system unavailable or give the customer two different email addresses. Check whether the tool flags the problem and gives the case owner a way to resolve it. This shows where automation helps and where your staff will still need to make a decision.

Check How Consent Settings Reach Other Tools

Ask the vendor to show how a preference moves from a website or app to the systems that act on it. Test a visitor’s initial choice and a later change. If the same person uses more than one site or device, ask when choices are expected to carry over and how the platform handles separate sessions.

Check the administration side too. Find out who can publish changes to a banner, approve a new configuration, and retrieve a record of the version users saw. Ask how the system handles delayed updates and failed connections. An entry in the preference dashboard has limited value if the connected system never receives the change.

Review Access, Hosting, and Audit Logs

A privacy suite can hold sensitive information about requesters and your internal systems. Ask which user roles can see case records, download attachments, or modify rules. In the demo, sign in with a restricted role and confirm that private fields and exports are unavailable to that user.

Ask where the vendor hosts production data and backups, which subprocessors have access, and what happens to your records when you end the contract. Review retention, export, and deletion terms with the teams responsible for privacy and procurement. If the vendor claims support for a jurisdiction, ask which workflows the claim covers and which decisions still need your team’s approval.

Export a sample audit log. Check whether it records user actions, changes to settings, and failures. Make sure the format is usable by the people who will review it. Ask how long logs are available and whether longer retention costs extra.

Run a Pilot Before Signing

  1. Choose one workflow. Use an access request or a preference change that reflects how your team works.
  2. Use fictional records. Include a straightforward case and one that requires manual review.
  3. Agree on what success looks like. Check whether the case reaches the right person, the required evidence is captured, and failures are visible.
  4. Estimate the full cost. Include implementation, connectors, training, ongoing support, and any fees tied to sites, users, or request volume.
  5. Test the export. Ask for a copy of records and logs in a format your team can read and reuse.

Choose the suite that handles the workflows you need and shows where your team must step in. Keep the pilot results with your purchase decision so you can verify the same checks during implementation.

Avatar Of John Mclane

Legal technology writer with a J.D. and 15+ years of experience in federal and state courts. Covers data privacy, compliance, cybersecurity regulation, and technology-related legal issues for businesses and IT teams.