The typical implementation process for TargetBoard:
Initial Consultation: Assess current KPI needs, data sources, and integration environment to define project requirements and deployment options.
Environment Setup: Deploy TargetBoard in the chosen environment (cloud, VPC, or on-premises) according to organizational security and compliance needs.
Semantic Data Mapping: Map and unify KPI data from all connected systems using TargetBoard’s semantic mapping capabilities to create a single source of truth.
Customization & Integration: Tailor KPI definitions, dashboards, and workflows. Integrate with organizational tools and import data via 50+ prebuilt connectors.
KPI Catalog Configuration: Configure pre-defined or custom KPIs using TargetBoard’s out-of-the-box catalog and automated governance recommendations.
AI Analyst Enablement: Activate and set up AI features (plain-language querying, smart alerts, workflow automation) for teams.
TargetBoard can be extensively customized to fit specific business needs across a variety of dimensions and use cases.
Deployment Flexibility: TargetBoard supports deployment in cloud, virtual private cloud (VPC), or on-premises environments, enabling businesses to select the setup that aligns with their security, compliance, and infrastructure requirements.
KPI Definitions: Organizations can use both the out-of-the-box catalog of 250+ pre-defined KPIs or fully adapt and define their own KPI metrics, targets, and tracking criteria.
Integration Options: The platform offers 50+ data integrations for seamless connectivity with a wide range of systems, allowing businesses to unify and contextualize their performance data from multiple sources.
KPI Governance: Customizable governance features allow businesses to define metric definitions, approval paths, and catalog recommendations to ensure metrics match organizational standards and strategy.
Semantic Layer: The semantic mapping function can be tailored to unify data from various systems into a bespoke, business-specific source of truth.
Dashboard Customization: Organizations can build and adapt dashboards, visualizations, and reports to highlight the metrics and insights that matter most for different teams or leadership levels.
Alerting and Notifications: Teams can configure proactive KPI alerts and select preferred channels for issue escalation and resolution workflows.
AI Analyst Configuration: Built-in AI analysis can be tuned to answer operational questions, surface root causes, and generate insights based on each company’s unique metrics and business logic.
Workflow Adaptation: The platform adapts to different reporting structures and processes, supporting a broad range of operational models (engineering, project management, AI adoption, sales, HR, and finance).
TargetBoard offers structured onboarding plus ongoing, high-touch support for new users, combining a dedicated success team with 24/7 assistance and resources.
Personalized onboarding program where a dedicated Customer Success team works closely with your stakeholders to design and execute the rollout.
Guidance on connecting data sources, configuring KPIs, and aligning the semantic layer with your existing systems during initial setup.
Hands-on help with integrations and custom KPIs through workshops and custom delivery support channels.
Adoption programs to embed KPI usage across teams, including enablement for leadership (C‑suite, VPs, directors) and operational users.
Best-practice coaching on KPI definitions, governance, and dashboard usage so teams can interpret insights and act on them effectively.
Dedicated Customer Success Manager for continuous KPI refinement, success reviews, and proactive recommendations to improve impact over time.
TargetBoard uses enterprise-grade technical, organizational, and process controls to protect customer data, including certified security programs, strong encryption, strict access control, and flexible, customer-controlled deployment options.
Maintains ISO 27001 certification for its information security management system, demonstrating structured risk management and control processes.
Holds SOC 2 Type 2 certification, validating the effectiveness of its security controls over time for availability, confidentiality, and integrity.
Security program led by a CISO, with ongoing risk assessments, vulnerability management, and regular third‑party audits and penetration tests.
Encrypts data in transit and at rest using modern cryptography, so data is protected both over the network and in storage.
Enforces strong access control with role-based permissions and mandatory multi-factor authentication, on a least‑privilege, need‑to‑know basis.
Customers retain full ownership of their data, which is not shared or used beyond providing the service.
Hosts data in modern, high‑redundancy data centers with layered physical security (biometrics, surveillance, 24/7 monitoring) and built‑in disaster recovery.
Implements defense‑in‑depth network security with next‑generation firewalls, intrusion prevention, continuous monitoring, and automated patching.
Offers flexible deployment models (SaaS, Bring Your Own Cloud, VPC, or similar customer-controlled environments) to meet security, compliance, and data residency requirements.
Partners with recognized security vendors such as CyberSafe, Wing Security, Snyk, SentinelOne, JumpCloud, and Elastic to enhance threat detection, code security, identity management, and monitoring.
Provides regular security awareness training for employees and restricts internal system access strictly to those who need it.
TargetBoard’s policy is that customers remain owners of their own business data and can export or move that data out of the platform, while TargetBoard controls only its service logs and derived analytics needed to run and improve the product.
Customer data: TargetBoard treats customer‑provided business data and KPI content as the customer’s property; it is processed under contract to deliver the service and not sold to third parties.
Personal data: Personal Data (such as user profiles and usage logs) is processed under its Privacy Policy with lawful bases like contractual necessity and legitimate interest, but this does not transfer ownership of your underlying business data to TargetBoard.
Service use only: Data is used to provide, secure, and improve the services (for example, KPI computation, analytics, troubleshooting), and may be de‑identified or aggregated for internal analytics.
Retention: Personal Data is retained only as long as necessary for contractual, legal, or operational reasons; upon account closure, data is either deleted or de‑identified according to internal retention schedules and legal obligations.
Export options: TargetBoard supports exporting KPI views and boards for sharing and reporting, and its integrations and APIs allow data to be moved between TargetBoard and external systems to support portability.
TargetBoard uses fixed-term, non-refundable contracts, typically annual, with access tied to the term length and renewals handled via agreement with the vendor or marketplace partner.
Contracts are usually sold on a 12‑month term (for example, the Professional Plan listed via AWS Marketplace), with pricing based on systems connected, data volume, and service level.
At the end of the contract term, access to the platform and included entitlements expire unless you renew or sign a replacement contract with TargetBoard.
Renewal terms (pricing, duration, scope) are defined in your commercial agreement or order form; AWS Marketplace buyers are directed to contact TargetBoard sales to negotiate or extend terms.
Fees for TargetBoard contracts sold via AWS Marketplace are explicitly stated as non‑cancellable and non‑refundable, except where law requires otherwise.
If you choose not to renew before the contract end date, the subscription typically runs until the end of the committed term and then lapses, rather than being partially refunded.
Expect to commit to at least an annual term, with little or no ability to cancel mid‑term without continuing financial obligation, unless your custom contract explicitly allows it.
TargetBoard meets mainstream SaaS security and privacy standards, including ISO 27001, SOC 2 Type 2, and GDPR requirements for handling personal data.
ISO 27001: TargetBoard maintains ISO 27001 certification for its information security management system, covering policies, processes, and controls for protecting information assets.
SOC 2 Type 2: TargetBoard has completed SOC 2 Type 2, demonstrating that its security, availability, and related controls operate effectively over time.
GDPR: TargetBoard states that it complies with GDPR, focusing on lawful, transparent, and secure processing of personal data, including appropriate technical and organizational measures.
