The implementation process for Datasite is highly efficient and tailored to the needs of each client. It typically involves three key stages:
Preparation Phase: Clients schedule a call with a project manager, attend tutorials, organize documents, and register for data room access.
Live Installation Phase: During this phase, clients upload and organize files, set permissions, create user roles, and review the virtual data room setup.
Launch Phase: Once the setup is reviewed, administrators invite users, finalize permissions, and launch the project.
Datasite can be operational in as little as two hours for smaller projects. Larger projects with extensive document uploads (e.g., 50,000 pages) can take up to 72 hours.
Yes, Datasite offers robust customization options to meet specific business needs:
Custom Branding: Clients can replace Datasite’s logo with their own for a professional touch.
Custom Workflows: Users can personalize dashboards and trackers to align with their processes.
AI-Powered Features: Automated categorization, indexing, redaction, and translation streamline workflows based on project requirements.
Role-Based Permissions: Administrators can define granular user roles and permissions at the folder or document level.
Datasite employs a transparent pricing model with no hidden fees:
There are no additional setup or maintenance fees; these are included in the service cost.
Support services, including 24/7 assistance from project managers and multilingual support staff, are provided at no extra charge.
Datasite provides extensive training and support:
Onboarding Assistance: Includes tutorials, live training sessions, recorded videos, and FAQs tailored to specific projects.
24/7 Support: Available via phone, email, live chat, or through their Datasite Assist portal.
VDR Certification Program: Offers foundational training in virtual data room technology for individuals and businesses.
Datasite employs industry-leading security measures:
Encryption Standards: AES-256 encryption for data at rest and TLS 1.2 encryption for data in transit.
Access Controls: Includes multi-factor authentication (MFA), single sign-on (SSO), role-based permissions, and customizable watermarks.
Hosting Infrastructure: Securely hosted on Microsoft Azure with Cloudflare protection against DDoS attacks.
Regular Assessments: Vulnerability scans, penetration testing by third parties, and adherence to ISO 27001 standards ensure robust security.
Datasite uses a continuous delivery model (CI/CD) that allows updates without downtime:
New features are rolled out seamlessly via microservices architecture.
Updates occur frequently throughout the year rather than quarterly or annually.
Datasite ensures that clients retain full ownership of their data:
Data uploaded by clients remains under their control throughout the project lifecycle.
After project completion, files can be exported or archived upon request before being purged within 30 days.
Datasite offers flexible scalability:
The platform operates on Microsoft Azure’s autoscaling infrastructure with no storage limits.
Clients can add users or expand storage as needed without service interruptions.
Contract terms include:
Contracts typically auto-renew unless canceled in advance as specified in the agreement.
Cancellation requests must be submitted in writing; clients may also close projects directly via their admin settings.
Datasite adheres to multiple global compliance standards:
ISO Certifications: ISO 27001 (information security), ISO 27017 (cloud security), ISO 27018 (data privacy), ISO 27701 (privacy information management).
SOC 2 Type II Attestation: Ensures security, availability, processing integrity, confidentiality, and privacy controls.
GDPR Compliance: Meets EU privacy regulations alongside UK GDPR standards.
