ClearPoint

Planning & Discovery (1-2 weeks):

• Understanding client needs, defining KPIs, and setting objectives.

• Gathering requirements for dashboards and data integration.

Configuration & Setup (2-4 weeks):

• Setting up the platform, connecting data sources (Excel, databases, cloud apps).

• Customizing dashboards and reports based on client requirements.

Training & Testing (1-2 weeks):

• Providing user training sessions.

• Running tests to ensure data accuracy and user familiarity.

Go-Live & Support (Ongoing):

• Transition to live environment.

• Providing ongoing support and adjustments as needed.

Dashboard Design: Create tailored dashboards with customizable visuals, layouts, and KPIs.

Data Integration: Connects with various data sources such as Excel, SharePoint, SQL databases, and cloud services.

Workflow Customization: Workflow automation options to align with internal processes.

User Roles & Permissions: Configurable user access based on roles.

Reporting & Alerts: Custom report creation and automated alerts for performance monitoring.

Templates: Use and modify pre-built templates or develop new ones to fit specific metrics or industries.

Setup Fees: Varies by scope; typically ranges from $5,000 to $20,000, depending on complexity.

Licensing: Subscription-based model, often charged per user. Prices generally start at 50−50−100/user/month.

Support & Maintenance:

• Basic support is included in the subscription.

• Premium support or dedicated account management may incur additional costs (e.g., 5,000−5,000−15,000/year).

Training: Optional on-site or virtual training sessions may be charged separately, typically 1,000−1,000−5,000 depending on the scope.

Initial Training: Usually conducted via webinars or on-site sessions, covering platform navigation, KPI setup, dashboard creation, and data integration.

User Guides & Documentation: Detailed manuals and online resources for self-paced learning.

Customized Training Sessions: Tailored to specific client needs, available upon request.

Ongoing Support: Helpdesk support via email, phone, or portal, generally included in the subscription or as part of a support package.

Premium Support Options: Dedicated account managers, priority response, and customized consulting services are available for an additional fee.

Initial Training: Usually conducted via webinars or on-site sessions, covering platform navigation, KPI setup, dashboard creation, and data integration.

User Guides & Documentation: Detailed manuals and online resources for self-paced learning.

Customized Training Sessions: Tailored to specific client needs, available upon request.

Ongoing Support: Helpdesk support via email, phone, or portal, generally included in the subscription or as part of a support package.

Premium Support Options: Dedicated account managers, priority response, and customized consulting services are available for an additional fee.

Frequency: ClearPoint typically releases updates quarterly or semi-annually, with minor patches as needed.

Management: Updates are managed seamlessly, often with minimal disruption:

• Regular release notes detail new features, improvements, and bug fixes.

• Updates are deployed via the cloud, allowing for automatic or scheduled upgrades.

• Clients can often test new releases in a sandbox environment before full deployment.

• ClearPoint also provides support for update-related questions and troubleshooting.ion and industry.

Ownership: Clients retain full ownership of their data. ClearPoint acts as a data processor, storing and managing the data securely but not owning it.

Portability: Clients can export their data and dashboards at any time in standard formats (CSV, Excel, PDF). The platform supports API access for integrating or transferring data to other systems

Data Retention: Data can be retained or deleted according to client policies, typically in line with contractual agreements and legal obligations.

Scaling Up: Easily scalable through additional user licenses or extended features, often with flexible tier options. Price adjustments are made based on growth.

Scaling Down: Available to reduce user counts or features, potentially with minimal or no penalties, depending on the contract terms.

Renewal: Typically auto-renews annually unless either party provides written notice of non-renewal (often 30-60 days before expiry).

Cancellation: Usually requires a written notice before the renewal date. Termination policies vary:

• Some contracts allow cancellation with a refund proportional to unused subscription months.

• Others may include a notice period or early termination fee.

Data Access Post-Cancellation: Clients retain access to exported data, but platform access may be revoked at the end of the contract.

Dispute & Termination: Clear provisions exist regarding breach of contract or service dissatisfaction, with avenues for resolution.

GDPR (General Data Protection Regulation): For clients in the EU, ensuring data privacy and individual rights.

HIPAA: If serving healthcare clients, ensuring health data security.

SOC 2: For service security and privacy controls.

ISO 27001: International standard for information security management.

Other regional or industry-specific standards depending on client needs.