Implementing EZO software involves a series of structured steps tailored to your organization's needs.
Needs Assessment and Planning: Identify your organization's specific requirements and objectives to ensure EZO aligns with your goals.
System Configuration and Customization: Adjust EZO's settings to match your workflows, including user roles, permissions, and asset categories.
Data Migration: Transfer existing asset data into EZO, ensuring accuracy and completeness for a solid foundation.
Integration with Existing Systems: Connect EZO with other tools like ITSM platforms or maintenance management systems for seamless operations.
User Training: Educate staff on EZO's features and best practices to promote effective adoption.
Testing and Validation: Conduct thorough testing to confirm EZO functions as intended and meets organizational needs.
EZO software offers extensive customization options to align with diverse business requirements. Key customization features include:
Custom Fields: Create tailored fields for items and orders to capture specific data, utilizing various input types such as text fields, dropdowns, and date fields. This flexibility ensures that the software can accommodate unique data points relevant to your operations.
Custom Roles and Permissions: Define unique user roles with specific permissions to control access and actions within the system, enhancing security and operational efficiency. By selecting a base role (Admin, Staff User, or Requester) and customizing permissions, you can tailor user access to match organizational hierarchies.
Custom Reports and Views: Generate personalized reports by selecting relevant data points, applying filters, and setting time frames. Customized views allow for efficient data analysis and decision-making tailored to your business needs.
Custom Navigation and Module Names: Modify the application's navigation structure and rename modules to reflect your organization's terminology, improving user experience and familiarity. This includes rearranging the navigation bar and customizing module labels to align with internal naming conventions.
Custom Printout Templates: Design and personalize printout templates for orders, invoices, and labels, ensuring that all documentation adheres to your company's branding and informational standards. This feature allows for the inclusion of specific details and formatting preferences.
EZO offers various subscription plans to accommodate different business needs, each with specific features and associated costs.
Subscription Fees: EZO provides multiple pricing tiers, such as Essential, Plus, Professional, and Enterprise, with monthly per-user costs ranging from $16 to $49, depending on the selected plan and billing cycle.
Setup Fees: EZO does not charge a setup fee for its standard subscription plans.
Onboarding Assistance: Each EZO product license includes up to 90 minutes of onboarding assistance to help users get started.
Training: Additional training sessions are available as one-to-many or individualized sessions. These may incur extra charges; contacting EZO support is recommended for specific details.
Support: EZO offers email and phone support during weekdays from 7 am to 5 pm US Eastern time, with after-hours support for urgent issues. Support is included as part of the subscription.
Customization and Integrations: Advanced customization, integrations, and additional features are available in higher-tier plans. For instance, the Professional plan includes custom dashboards, item analytics, and integrations with platforms like Jira and Zendesk.
Payment Terms: Payments are billed in advance on a monthly or yearly basis, depending on your selection. All fees are due upon the commencement of your subscription term.
Refund Policy: Payments are non-cancellable and non-refundable, except as provided in the terms of service.
EZO offers training and support resources to assist new users in effectively utilizing their software solutions. Key offerings include:
Onboarding Assistance: Each EZO product license includes up to 90 minutes of onboarding support, covering:
Product setup and feature walkthroughs.
Strategies for leveraging data to optimize organizational processes.
Facilitating quick team adaptation to the software.
Additional training sessions, both group and individualized, are available upon request.
Tutorial Videos: EZO provides a library of tutorial videos for various products, such as EZOfficeInventory and EZRentOut, offering step-by-step guides on features like creating rental orders and managing payments.
Knowledge Base: A comprehensive knowledge base is available, offering detailed articles on topics ranging from account setup to advanced feature utilization, enabling users to find answers and guidance independently.
EZO implements security measures to protect client data, including:
ISO/IEC 27001 Certification: EZO is certified under ISO/IEC 27001, an internationally recognized standard for information security management systems (ISMS). This certification demonstrates EZO's commitment to identifying, monitoring, and eliminating potential information security risks.
SOC II, Type 2 Compliance: EZO has achieved SOC II, Type 2 compliance, indicating adherence to rigorous standards for managing customer data based on principles of security, availability, processing integrity, confidentiality, and privacy.
Data Hosting on Amazon Web Services (AWS): All EZO products are hosted on AWS, a leading cloud computing service known for robust security controls and data protection measures. AWS's infrastructure aligns with best practices and various IT security standards, ensuring a secure environment for EZO's applications.
EZO policies on data ownership and portability are outlined in their Terms of Service and Additional Terms:
EZO provides flexible subscription options to accommodate the evolving needs of organizations. Key terms related to scaling include:
Item Tracking Limits: Each subscription plan specifies a maximum number of items that can be tracked, encompassing Assets, Asset Stock, and Inventory.
Assets: All active assets contribute to the package limit; retired assets are excluded.
Asset Stock: Each unique Asset Stock item counts as one, regardless of quantity. For instance, tracking 500 chairs and 200 tables counts as two Asset Stock items, not 700.
Inventory: Similar to Asset Stock, each unique Inventory item counts individually, irrespective of quantity. For example, 100 juice boxes, 50 pens, and 50 notepads count as three Inventory items.
Fair Usage Policy: EZO fair usage policy allows each account to have up to twice the number of users as the total number of items tracked. If your organization requires more users, you can contact EZO's support team for assistance.
Subscription Term and Renewal: Subscriptions automatically renew for periods equal to the expiring term. reserves the right not to renew a subscription by providing a 30-day notice before the current term ends.
EZO terms and conditions for contract renewal and cancellation are designed to provide flexibility and clarity for their clients. Key aspects include:
Automatic Renewal: Subscriptions automatically renew for periods equal to the expiring term. To prevent automatic renewal charges, you can cancel your subscription through your account settings or by submitting a cancellation request to [email protected] at least twenty-one (21) days before your renewal date.
Cancellation Process: You can downgrade, upgrade, or cancel your account at any time without extra charges. To cancel, log in as the account owner and navigate to Settings → Billing → Cancel my account. Alternatively, you can send a cancellation request to [email protected].
Refund Policy: Generally, all fees paid are non-refundable. However, if you cancel due to EZO's violation of the Terms of Service, they will refund any prepaid fees covering the remainder of your current subscription term.
Data Retention Post-Cancellation: Account data is not automatically removed upon cancellation, as many customers choose to reactivate their accounts later. If you wish to have your data completely removed, email [email protected] with your request. Be aware that once deleted, this information cannot be recovered.
EZO software solutions adhere to several key compliance standards to ensure data security and privacy:
ISO/IEC 27001 Certification: EZO is certified under ISO/IEC 27001, an internationally recognized standard for information security management systems (ISMS). This certification demonstrates EZO's commitment to identifying, monitoring, and mitigating information security risks.
SOC II, Type 2 Compliance: EZO has achieved SOC II, Type 2 compliance, indicating adherence to rigorous standards for managing customer data based on principles of security, availability, processing integrity, confidentiality, and privacy.
TX-RAMP Level 1 & 2 Certification: EZO is certified by the Texas Department of Information Resources for TX-RAMP Levels 1 and 2. This certification provides a standardized approach for security assessment, certification, and continuous monitoring of cloud computing services that process the data of Texas state agencies.
