Incorta typical implementation process:
Requirement Gathering and Use Case Definition: Begin by identifying and defining business use cases, project scope, and success criteria. Engage stakeholders to prioritize use cases that offer high impact or quick wins to ensure buy-in and a clear implementation roadmap.
Team Assembly and Training: Assemble a cross-functional project team, including business users, data engineers, and IT staff. Provide formal Incorta training for the team so they can work hands-on during the implementation and support the platform post-launch.
Technical Assessment and Environment Preparation: Assess and size the technical environment (cloud, on-premises, or hybrid), ensuring it meets Incorta’s requirements for data volume, expected growth, and user concurrency. Set up the necessary hardware, storage, and network configurations, and secure access to all relevant data sources.
Platform Installation and Configuration: Install Incorta in the chosen environment and configure system topology, security, and connectivity with data sources (such as Oracle, SAP, or cloud platforms). Ensure all prerequisites and access permissions are in place.
Data Integration and Pipeline Setup: Use Incorta’s prebuilt connectors to integrate with ERP, CRM, and other data sources. Set up data pipelines for full and incremental data loads, optimizing for real-time or near-real-time analytics without traditional.
Modeling and Dashboard Development: Model the data within Incorta, preserving source relationships and structures. Develop ready-made or custom dashboards and reports, enabling users to explore, analyze, and drill down to transaction-level details.
Testing and User Acceptance: Prepare a user acceptance testing (UAT) environment identical to production. Conduct thorough testing of data accuracy, dashboard functionality, and performance. Address any issues before production deployment.
User Training and Enablement: Deliver targeted training for end users, focusing on dashboard usage, self-service analytics, and data exploration. Provide documentation and ongoing support resources.
Incorta can be customized to fit specific business needs, offering flexibility across branding, data integration, dashboard design, security, and scalability:
Branding and User Interface Customization: Incorta allows organizations to update the look and feel of the platform to match their own branding. You can modify logos, colors, background images, button styles, and even add custom text using CSS. These changes are applied across the platform, ensuring a consistent branded experience for all users.
Dashboard and Visualization Customization: The platform provides robust formatting options for dashboards and insights, including the ability to add and format shapes, icons, backgrounds, and layers. Users can independently control the aesthetic of dashboards, create transparent overlays, group objects, and manage complex layouts for tailored visualizations.
Custom Integrated Apps and Data Integration: Incorta supports custom integrated applications and seamless data integration with a wide range of data sources. Its direct data mapping eliminates complex ETL processes, allowing for simplified and flexible integration that adapts to unique business requirements.
Role-Based Access and Security Controls: The platform offers customizable, robust security features such as role-based access controls, data encryption, and audit logs. These ensure that sensitive business data is only accessible to authorized users and that compliance requirements can be met for different organizational structures.
Scalability and Predictable Pricing: Incorta’s environment size can be upgraded as data needs grow, providing scalability for businesses of any size. This ensures that the platform can adapt to evolving business requirements without unexpected costs.
Incorta offers a suite of training and support resources tailored to help new users, from business analysts to developers, quickly become proficient with its Unified Data Analytics Platform. Here's an overview of the available options: learn.
Incorta provides free, hands-on courses designed for various roles: learn.
Incorta 6 Essentials: Ideal for newcomers, this course covers dashboard development and real-time insights. learn.
Incorta 6 for Developers: Aimed at developers, this course delves into advanced topics like schema design and variable usage. learn.
These courses include interactive labs and projects to reinforce learning.
Incorta occasionally offers live virtual sessions, such as the "Incorta 5 Foundations for Developers," which provide in-depth instruction over multiple days.
For practical experience, learners can access on-demand VMs tailored to their courses. These environments allow users to apply concepts in a controlled setting. Incorta Community
Incorta's YouTube channel features tutorials like "Getting Started with Incorta," which guide users through initial setup and navigation.
Incorta offers different support levels:
Standard Support: Includes remote assistance for troubleshooting and error resolution.
Priority/Premium Support: Provides enhanced services as specified in the customer's agreement.
Customers can reach Incorta Support via:
Support Portal: Submit tickets and track issues.
Email: Direct inquiries to [email protected].
Designated Support Contacts within the customer's organization are encouraged to liaise with Incorta Support for efficient issue resolution.
Incorta maintains a comprehensive documentation portal and an active community forum where users can find guides, best practices, and engage with peers.
Incorta fosters a collaborative environment through:
Community Forums: Discuss topics, share insights, and seek advice from fellow users.
Webinars and Events: Stay updated on the latest features and use cases.
Incorta employs a ,multi-layered security framework to safeguard customer data throughout its lifecycle. Below is an overview of the key security measures implemented:
Role-Based Access Control (RBAC): Incorta utilizes RBAC to manage user permissions, ensuring that individuals access only the data necessary for their roles.
Row-Level and Column-Level Security: The platform supports fine-grained access controls, allowing restrictions on specific data rows and columns based on user roles and attributes.
Session Variables and Runtime Filters: These features enable dynamic data access controls, adapting permissions based on user sessions and context.
Data Lineage and Classification: Incorta provides tools to track data origins and apply classification labels, enhancing governance and compliance efforts.
Encryption: All personal data is encrypted both at rest and in transit using industry-standard algorithms and key lengths.
Multi-Factor Authentication (MFA): The platform supports MFA to enhance user authentication processes.
Secure User Authentication: Incorta enforces strong password policies, regular password changes, and account lockout mechanisms after multiple failed login attempts.
Network Security: The infrastructure includes firewalls, intrusion detection/prevention systems, and network segmentation to protect against unauthorized access.
Information Security Program: Incorta maintains a comprehensive, written information security program, aligning with standards such as ISO/IEC 27002:2013 and NIST 800-44.
Personnel Training and Background Checks: Employees undergo regular security training, and those with access to personal data are subject to background checks.
Vendor Management: Third-party vendors are required to adhere to security standards equivalent to Incorta's, ensuring consistent data protection across the supply chain.
Data Center Security: Incorta utilizes third-party data centers equipped with 24/7 security personnel, biometric access controls, and secure server enclosures.
Environmental Controls: Facilities are protected against environmental hazards through fire suppression systems, temperature and humidity controls, and disaster recovery plans.
Regular Risk Assessments: The company conducts annual risk assessments and quarterly vulnerability scans to identify and mitigate potential security threats.
Penetration Testing: Annual penetration tests are performed on internet-facing systems to evaluate security posture.
Incident Response Plan: Incorta has established procedures for detecting, reporting, and responding to security incidents, including post-incident reviews and notifications to affected parties as required.
Data Retention and Deletion: Personal data is retained only as long as necessary for its intended purpose and is securely deleted thereafter.
Incorta maintains a structured approach to releasing and managing updates for its Unified Data Analytics Platform, ensuring that customers receive timely enhancements, security patches, and new features. Here's an overview of their update frequency and management practices:
Incorta provides updates that include bug fixes, patches, upgrades, and new features as part of the subscription license. These updates are made available free of charge to customers with active subscriptions. incorta.com
While the exact frequency of these updates isn't specified, Incorta ensures that customers have access to the latest improvements to the software.
Incorta follows a comprehensive three-phase process for managing updates:
Upgrade Preparation:
Collect environment details, including current and target Incorta versions, access credentials, and cluster architecture.
Install necessary pre-upgrade tools and third-party applications.
Run pre-upgrade checks using tools like the Inspector tool and formula validation.
Address any issues identified during pre-upgrade checks.
Schedule the upgrade date and time.community.incorta.com+4community.incorta.com+4community.
Upgrade Execution:
Pause all scheduled jobs from the Cluster Management Console (CMC).
Stop the Incorta cluster and perform necessary backups.
Run the installer to upgrade CMC and Incorta nodes.
Upgrade Spark if required.
Start the Incorta cluster and upgrade metadata from the CMC UI if necessary.
Install and check the status of the Data
Agent.community.incorta.com+5community.incorta.com+5community.
Post-Upgrade Validation:
Perform sanity checks to confirm the success of the upgrade.
Validate system functionality and performance post-
upgrade.community.incorta.com+4community.incorta.com+4community.
This structured approach ensures minimal disruption and maintains system integrity during updates.
Incorta support policy includes provisions for updates and maintenance:
Access to Updates: Customers receive access to all updates, including bug fixes, patches, upgrades, and new features, as part of their subscription.
Support Response Times: Incorta offers different support tiers (Standard, Priority, Premium) with varying response times for issues, ensuring that critical problems are addressed promptly.
Incorta policies on data ownership and portability are designed to empower customers with control over their data while ensuring compliance with global privacy standards. Here's an overview of their approach:
Customer Control: When utilizing Incorta's services, customers retain full ownership and control over their data. This includes decisions about what data is uploaded, who has access, and how it's used.
Data Processing Role: Incorta acts as a data processor, meaning it processes data on behalf of the customer and does not claim ownership over any customer data.
Access and Export: Customers have the ability to access and export their data from the Incorta platform. This ensures that they can retrieve their data in a usable format when needed.
Structured Formats: Data can be exported in structured, machine-readable formats, facilitating integration with other systems or platforms.
Incorta policies on contract renewal and cancellation are outlined in their Cloud and Hosting Services Agreement and related legal documents. Here's a comprehensive overview:
Subscription Term: The duration of the subscription is defined in the Order Form agreed upon by both parties.
Renewal Process: While the agreement doesn't explicitly state automatic renewal terms, it's common practice for subscriptions to renew based on the terms specified in the initial Order Form. Customers should review their specific Order Form for details.
Termination for Breach: Either party may terminate the agreement with 30 days' written notice if the other party materially breaches any provision and fails to remedy the breach within that period.
Immediate Termination: The agreement can be terminated immediately if a party ceases business operations, becomes insolvent, or seeks protection under bankruptcy or similar laws.i
Effect of Termination: Upon termination, the customer must cease all use of the Incorta software and confirm in writing that all copies have been destroyed or returned.
Surviving Provisions: Certain sections of the agreement, including those related to fees, confidentiality, and limitations of liability, will survive termination.
Non-Cancelable Orders: All Orders are non-cancelable, and payments are non-refundable. This applies regardless of whether the Order is placed directly with Incorta or through an Authorized Reseller.
Late Payments: If payments are not made on time, Incorta may charge a late fee of 1.5% per month or the maximum rate allowed by law and may suspend services until payments are made.
Data Return or Deletion: Upon termination, Incorta will return or delete all customer data, including personal data, unless retention is required by law or for legitimate business purposes.
Customer Responsibilities: Customers are responsible for retrieving their data before termination. Incorta provides tools and support to facilitate data export.
Evaluation Period: For customers using Incorta on an evaluation basis, the agreement typically lasts for 30 days unless otherwise specified.
Incorta's Unified Data Analytics Platform adheres to several key compliance standards and implements robust security measures to ensure data protection and regulatory compliance. Here's an overview of the compliance frameworks and practices Incorta follows:
SOC 2 (System and Organization Controls 2)
Incorta aligns with SOC 2 standards, which focus on the Trust Services Criteria, including security, availability, processing integrity, confidentiality, and privacy. This demonstrates Incorta's commitment to maintaining a secure and reliable system.
ISO/IEC 27001
The platform adheres to ISO/IEC 27001, an international standard for information security management systems (ISMS). This ensures that Incorta has established methodologies and a framework for managing sensitive data securely.
GDPR (General Data Protection Regulation)
Incorta complies with GDPR requirements, ensuring that personal data is processed lawfully, transparently, and for specific purposes. This compliance is crucial for customers operating within the European Union.
APEC Cross Border Privacy Rules (CBPR) and EU Binding Corporate Rules (BCR)
To facilitate international data transfers, Incorta participates in the APEC CBPR system and adheres to EU BCRs, ensuring adequate protection of personal data across borders.
NDMO (National Data Management Office) Compliance
Incorta has addressed compliance with NDMO regulations, particularly relevant for organizations operating in regions with specific data governance policies, such as Saudi Arabia. This includes adherence to data classification and privacy measures.
Regular Risk Assessments and Security Audits: Incorta conducts regular risk assessments, vulnerability tests, and penetration testing to identify and mitigate potential security threats.
Role-Based Access Control (RBAC) and Row-Level Security: The platform employs RBAC and row-level security to ensure that users have access only to the data necessary for their roles, enhancing data protection.
Data Encryption: All personal data is encrypted both at rest and in transit using industry-standard encryption protocols, safeguarding data from unauthorized access.
