The typical implementation process for Fulcrum software involves several key steps, ensuring a smooth transition and effective deployment:
Needs Assessment and Planning: The process begins with a thorough evaluation of the organization’s operational requirements and goals. This includes identifying specific needs for field data collection, integration with existing systems, and user workflows. A detailed implementation plan is then created, outlining timelines, budgets, and roles.
Installation and Configuration: Fulcrum’s team assists in installing the platform, which can be as simple as adding a code snippet for basic setups. The software is configured to align with the organization’s objectives, including setting up custom rules, workflows, and integrations with tools like GIS or CRM systems.
Data Migration and Testing: Existing data is migrated into the system, followed by rigorous testing to ensure seamless functionality. This step includes validating data accuracy, testing integrations, and addressing any technical issues.
Training and Onboarding: Comprehensive training is provided to end-users to familiarize them with the platform’s features and workflows. This ensures that field teams and office staff can effectively use the system from day one.
Fulcrum can be extensively customized to meet specific business needs through various features and tools:
Customizable Forms: Fulcrum allows the creation of tailored forms to capture precise data required for different projects, ensuring alignment with unique business processes.
App Extensions: Developers can integrate custom user interfaces using HTML, CSS, and JavaScript within Fulcrum. This enables the addition of specialized functionalities, such as custom pickers or unique data visualizations, enhancing the platform's capabilities.
Developer API: Fulcrum offers a API that facilitates programmatic access to forms, records, and other objects. This supports the development of custom applications and seamless integration with existing systems.
Integration Engine: The platform Integration Engine connects with various external systems, including GIS platforms like ArcGIS, streamlining workflows and reducing manual data entry.
Data Events and External APIs: Fulcrum Data Events feature allows for the fetching of external data over HTTP, enabling dynamic form behavior and real-time data validation by connecting with external APIs. Fulcrum Help Center
Conditional Logic and Visibility Rules: Forms can incorporate conditional logic and visibility rules, ensuring that users are presented with relevant fields based on previous inputs, thereby streamlining the data collection process.
Fulcrum Connect Integrations Program: This program offers direct support for integrating with over 40 applications and data sources, facilitating seamless data flow between Fulcrum and other enterprise systems.
Fulcrum offers a suite of training and support resources tailored to assist new users in effectively utilizing their platform:
Fulcrum Academy: Fulcrum Academy is a user-friendly tutorial website that provides video courses designed to help users, administrators, and business owners better leverage the Fulcrum field inspection management system. The tutorials cater to all skill levels, offering bite-sized learning sessions that can be completed independently, allowing users to focus on specific topics as needed.
Onboarding Services
Fulcrum offers tailored onboarding services to ensure a smooth transition onto their platform. This includes assistance with user setup, custom workflows, and API functionality, enabling organizations to quickly adapt Fulcrum to their specific operational requirements.
Support Options:
Standard Support: Available with all plans, offering assistance Monday through Friday, 7 am to 7 pm ET. Users can access support through the in-app support button or by emailing [email protected].
Premium Support: For more complex needs, Fulcrum provides premium support options with extended hours, faster response times, and optional 24×5 coverage. Custom packages are available to meet specific business requirements.
Professional and Managed Services:
Fulcrum offers additional services to enhance platform utilization, including:
Comprehensive Integration Services: Seamless integration of Fulcrum with various tools and platforms, unlocking optimized workflows and real-time data synchronization.
Tailored GIS Enhancements: Advanced GIS features like geocoding, spatial analysis, and custom map layers for powerful location-based insights.
Fulcrum employs a set of security measures to ensure the protection and integrity of user data:
Data Encryption:
In Transit: All data transmitted between client applications and Fulcrum's servers is encrypted using 256-bit SSL (TLS) connections, safeguarding information during transmission.
At Rest: Data stored within Fulcrum is encrypted using AES-256 encryption, ensuring that records, media, signatures, and other attachments are securely protected.
Secure Development Practices: Fulcrum development process incorporates security considerations into its standard release cycle. The security team actively monitors alerts, such as CERT notifications and MITRE CVEs, and coordinates with engineering and product management teams to assess and address potential vulnerabilities promptly.
Automated Backup and Disaster Recovery: Fulcrum cloud infrastructure is continually replicated across multiple data center regions. This redundancy, along with automated real-time backups, ensures data safety and availability even in the event of localized server failures or network outages.
Compliance and Certifications: Fulcrum has achieved SOC 2 Type 2 Certification and is actively pursuing ISO 27001 certification, reflecting its commitment to maintaining high standards of information security and management.
Organizational Security: The security team is led by the Vice President of Engineering, coordinating efforts with the Chief Technology Officer and Vice President of Operations. Responsibilities are segmented between the Information Technology Manager and the Director of Reliability and Release Engineering, ensuring dedicated focus on both on-premises IT security and cloud infrastructure.
Fulcrum regularly releases updates to enhance functionality, introduce new features, and address any issues.
Managing Updates:
Automatic Updates: Users can enable automatic updates through their device's operating system settings to ensure they always have the latest version of the Fulcrum app.
Manual Updates: Alternatively, users can manually update the app by visiting their device's app store and selecting the update option for Fulcrum.
Fulcrum policies on data ownership and portability are designed to ensure users retain control over their data and can manage it effectively:
Data Ownership: Users are responsible for ensuring that their collection, disclosure, analysis, and use of content, including personal information, comply with applicable laws. Additionally, users must obtain any necessary consents required to collect, submit, and use such content on Fulcrum.
Data Portability: Fulcrum facilitates data portability by allowing users to export their data at any time using industry-standard formats. This feature enables users to obtain and reuse their personal information across different services, supporting flexibility and control over their data.
Fulcrum offers flexible options for scaling your subscription to align with your organization's evolving needs.
Upgrading Your Plan:
Process: To upgrade your subscription, navigate to your account's subscription settings page within the Fulcrum platform. Here, you can select a plan that offers additional features and user allowances to support your growing requirements.
Plan Options: Fulcrum provides several plans, including Professional, Elite, and Enterprise, each offering a range of features suitable for different organizational sizes and needs.
Downgrading Your Plan:
Process: To downgrade your subscription, access the subscription settings page in your account. You can choose a plan that better fits your current requirements.
Additional Considerations:
User Management: Fulcrum does not impose limits on the number of users per account, allowing you to add or remove users as needed without affecting system performance.
Storage Expansion: If your data storage needs increase, Fulcrum offers additional storage in blocks of 20 GB for $2.20 per month each.
Fulcrum provides flexible terms for contract renewal and cancellation to accommodate the evolving needs of its users. Below are the key aspects of these policies:
Contract Renewal:
Automatic Renewal: At the end of the Initial Order Term or any subsequent Renewal Order Term, the contract automatically renews for a period equal to the previous term unless either party provides notice of non-renewal at least thirty (30) days before the current term's expiration.
Fee Adjustments: SNI may adjust fees for Renewal Order Terms, with such changes communicated to the customer at least thirty (30) days before the current term's end.
Contract Cancellation:
By Customer:
Trial or Freemium Orders: Customers can cancel at any time before the Trial Period or Freemium Period ends by notifying SNI.
Post-Trial Conversion: If not canceled, Trial Orders convert to standard licenses, and customers are billed accordingly.
Standard Orders: Customers may terminate by providing written notice at least thirty (30) days before the term's end.
By SNI:
Non-Payment: SNI may suspend access or terminate the agreement if payments are overdue.
Breach of Agreement: Termination can occur if the customer materially breaches the agreement and fails to cure within sixty (60) days of notice.
Freemium Orders: SNI may terminate Freemium Orders if the customer does not input data for sixty (60) days or at its discretion with sixty (60) days' notice.
Post-Termination Data Handling:
Data Deletion: Upon termination, all customer data and applications are deleted and cannot be recovered. Customers are advised to export their data before cancellation.
Fulcrum is committed to maintaining high standards of security and compliance to protect user data and meet industry regulations. The company has achieved SOC 2 Type 2 Certification and is actively pursuing ISO 27001 certification to further enhance its information security management practices.
In addition to these certifications, Fulcrum supports various data retention policies aligned with international standards such as ISO 9001 and AS9100, assisting users in maintaining compliance with these frameworks.
Fulcrum
By Spatial Networks, Inc
