The typical implementation process for Exago software involves several key steps designed to integrate the idea management system effectively within an organization. Here is a detailed breakdown of the process:
Initial Consultation and Planning:
Objective Setting: Understanding the specific needs and goals of the organization.
Customization: Tailoring the software to meet the unique requirements of the business.
Configuration and Setup:
System Configuration: Setting up the software environment, including user roles, permissions, and workflows.
Integration: Integrating Exago with existing systems and tools used by the organization.
Training and Onboarding:
User Training: Conducting training sessions for employees to ensure they are comfortable using the software.
Support Materials: Providing documentation and support resources to assist users.
Pilot Testing:
Initial Rollout: Implementing the software in a controlled environment to test its functionality and gather feedback.
Adjustments: Making necessary adjustments based on feedback from the pilot phase.
Full Deployment:
Company-wide Implementation: Rolling out the software across the entire organization.
Monitoring and Support: Ongoing monitoring to ensure smooth operation and provide continuous support.
Evaluation and Optimization:
Performance Review: Regularly reviewing the performance and impact of the software.
Continuous Improvement: Making iterative improvements based on user feedback and performance metrics.
The duration of the implementation process can vary depending on the organization's size and complexity and the level of customization required. Typically, the process can take anywhere from a few weeks to several months to complete. This timeline includes all phases from initial consultation to full deployment and optimization.
Exago software is highly customizable to fit specific business needs. Here are several data points that highlight its customization capabilities:
Open API and Extensibility:
Exago offers an open API, which allows for extensive customization and integration with other applications and data sources. This enables technical staff to have full control over the software's functionality and appearance.
User Interface Customization:
The user interface (UI) of Exago can be fully customized. This includes modifying visual and language aspects to match the host application, ensuring a seamless integration that looks and feels native to the overall solution.
Custom Functions and Processes:
Exago provides the ability to code new mathematical functions or inject processes into the running state through server and action events. This allows businesses to tailor the software's functionality to their specific requirements.
Customizable Dashboards and Reports:
Users can create custom dashboards and reports using intuitive drag-and-drop features. This includes the ability to blend data from different sources and generate pixel-perfect forms, all without needing knowledge of SQL or the underlying data structure.
Multi-Language Support:
Exago supports multiple languages, allowing users to manually add support for any local language by modifying the language parameters in the code. This is particularly useful for businesses operating in multilingual environments.
Exago's setup fees are not specified, but they typically cover installation, configuration, and customization. Maintenance and support charges are not provided, but businesses typically need to consider contracts for ongoing use. Pricing plans vary based on the deployment's needs and scale. For instance, Exago Smart's basic plan starts at USD 3 per month. Additional licenses can be added to an account but may involve additional costs depending on the number of users and access level. For more detailed pricing information, businesses can request a quote or demo from Exago.
Exago offers a comprehensive range of training and support options to help new users get acquainted with their software. Here are the key components:
User Video Training Series:
Exago provides a series of short, informational video segments aimed at making users more comfortable with the Exago interface. These videos cover basic functionalities and are part of the End-User Training Series.
Basic Training:
The Exago Support Center offers quick tutorials and walkthroughs for new users. These include video training sessions that cover various aspects of using Exago, such as creating reports, using dashboards, and applying filters.
Technical Training Series:
For more advanced users, Exago offers a Technical Training Series that includes detailed guides on configuring various components of the software, such as the Scheduler Service and REST Web Service API.
Documentation and Knowledge Base:
Exago provides extensive documentation and a knowledge base that includes articles on installation, configuration, and advanced features. This resource is available through the Exago Support Center and covers topics like configuring data sources, setting up security, and managing user roles.
Support Labs:
Exago offers support labs that provide in-depth discussions and tutorials on specific topics, such as security settings and migrating to a production environment. These labs are designed to help administrators and advanced users optimize their use of Exago.
Professional Services:
Insight software, the parent company of Exago, offers professional services for a fee. These services include installation, implementation, consulting, and training tailored to the specific needs of the business. This ensures that users can maximize the benefits of Exago solutions.
Exago implements several security measures to ensure the protection of user data:
User Identity and Data Security:
Exago does not provide its own login authentication logic. Instead, it relies on the embedding host application to request and verify user credentials. Once authenticated, Exago uses parameters like userId and companyId to manage user sessions and permissions dynamically.
Roles and Permissions:
Exago uses roles to define user environments and restrict access to specific data objects and features. Roles can be configured to limit access to certain folders, filter available data objects, and set culture or locale values. This ensures that users only have access to the data and functionalities they are authorized to use.
Encryption:
Data security is enhanced through encryption. Exago recommends encrypting sensitive data to protect it from unauthorized access. This includes encrypting data at rest and in transit.
Security Settings:
Exago provides detailed guidelines on configuring security settings to lock down the environment against potential attacks. This includes setting up secure connections, managing user permissions, and implementing best practices for data security.
Storage Management:
Exago uses Storage Management identity keys to manage content storage separately from user identification parameters. This helps in maintaining a secure and organized data storage system.
Support for Secure Environments:
Exago supports secure deployment environments, including configurations for Linux and Windows servers. This includes setting up secure REST Web Services and ensuring that the system is compliant with security standards.
Exago releases major versions of its software approximately twice a year, typically once in the summer and once in the winter. These updates are designed to introduce new features, enhancements, and bug fixes while maintaining the stability of the software. The update process involves several key steps to ensure a smooth transition:
Backup the Environment:
Before performing an update, it is recommended to back up the current environment to prevent data loss in case of any issues during the update process.
Update Storage Management:
The Storage Management system needs to be updated to ensure compatibility with the new version. This may involve transitioning from legacy storage methods to the new Storage Management system.
Update Extensibility Assemblies and Drivers:
Extensibility assemblies and any third-party drivers, such as the CData driver, should be updated to their latest versions to ensure they work seamlessly with the new Exago release.
Review Potential Breaking Changes:
Exago provides detailed documentation on potential breaking changes that may occur when updating from older versions. This includes deprecated endpoints and changes in default settings.
Testing and Validation:
It is advisable to test the new version in a development or quality assurance environment before deploying it to production. This helps identify and resolve any issues that may arise during the update.
Exago has a clear policy regarding data ownership and portability, which is outlined in their documentation and agreements:
Data Ownership:
Exago retains all rights, title, and interest in the software and its components, including all intellectual property rights. However, the data generated and stored within the Exago system by the licensee remains the property of the licensee.
Data Portability:
Exago supports data portability through its Storage Management system. This system allows for the export and import of data between different storage management databases. The ImportExportStorageMgmt utility facilitates the transition of data by creating JSON files for each content item, which can then be backed up or version controlled.
Confidentiality and Security:
Exago ensures that any confidential information, including data, is protected with reasonable care. The licensee is responsible for maintaining the confidentiality of their data and ensuring it is not disclosed without proper authorization.
Support for Data Migration:
Exago provides tools and utilities to assist with data migration and storage management. This includes the ability to move files between different storage management databases and configure data sources programmatically.
Exago provides flexible options for scaling up or down based on organizational needs. Here are the key points:
Licensing Flexibility:
Exago offers custom pricing plans, which means that organizations can adjust their licensing based on their current needs. This flexibility allows businesses to scale their usage up or down as required.
Support for Additional Licenses:
If additional licenses are needed, organizations can contact Exago to add more licenses to their account. This process involves submitting a form or calling Exago directly to adjust the number of licenses.
High Availability and Performance Scaling:
Exago provides guidelines for designing a highly available environment, which includes creating multiple areas of redundancy to handle increased load and ensure consistent performance. This is crucial for organizations that need to scale up their usage.
Consulting Services:
Exago offers consulting services to assist with complex integration and performance-related decisions. This includes advice on best practices for scaling and optimizing the software for peak performance.
Contract Renewal:
Contracts with Exago are typically renewed based on the terms specified in the original agreement. The renewal process may involve reviewing the current usage, adjusting the number of licenses, and updating the terms as needed.
Cancellation Policy:
Exago reserves the right to terminate the license if the terms of the agreement are violated. This includes unauthorized use, modification, or distribution of the software.
The licensee can also terminate the agreement by providing notice to Exago. Upon termination, the licensee must destroy any downloaded materials in their possession, whether in electronic or printed format.
Evaluation License Termination:
During the evaluation period, Exago can terminate the Evaluation License at any time upon notice to the licensee. The licensee must cease using the software and destroy any copies of it upon termination.
Support and Maintenance Terms:
Exago offers different levels of support (Basic, Enterprise, Premium), each with specific terms regarding the number of support contacts, phone support sessions, and web-portal support. These terms are incorporated into the master software license agreement and are subject to renewal based on the support and maintenance period specified in the order form.
Warranties and Limitations:
Exago provides warranties that the software will be free from material defects and has been scanned for known viruses. However, they do not warrant that the software will be operable, uninterrupted, or error-free. This warranty is subject to the conditions described in the agreement.
Data Ownership and Confidentiality:
Exago retains ownership of the software and its components, while the data generated and stored by the licensee remains the property of the licensee. The licensee is responsible for maintaining the confidentiality of their data and ensuring it is not disclosed without proper authorization.
Exago software meets several key compliance standards to ensure data security and privacy. Here are the main compliance standards and security measures that Exago adheres to:
General Data Protection Regulation (GDPR):
Exago ensures compliance with GDPR, which is crucial for protecting personal data and privacy of individuals within the European Union. This includes adhering to regulations regarding the collection, storage, and processing of personal data.
ISO/IEC 27001:
Exago is compliant with ISO/IEC 27001, an international standard for information security management. This certification demonstrates that Exago follows the highest standards for information security, including policies for access control, incident response plans, and other security measures.
Federal Information Processing Standards (FIPS) Compliant Encryption:
Exago supports FIPS-compliant encryption on Windows, which is a set of standards for cryptographic modules used by federal agencies in the United States. This ensures that data is encrypted to meet stringent security requirements.
Security Assertion Markup Language (SAML) and Single Sign-On (SSO):
Exago supports SAML and SSO, which are protocols for secure authentication and authorization. These protocols help ensure that user identities are verified and managed securely.
Microsoft Azure Compliance:
Exago's infrastructure, hosted by Microsoft Azure, guarantees compliance with all major industry standards, ensuring total network and perimeter security.
