Onboarding & Setup: Typically involves account creation, access configuration, and initial data integration.
Data Integration: Connecting your social media accounts and ad platforms to gather data.
Training & Orientation: Guiding users through the platform’s features.
Customization & Dashboard Setup: Tailoring dashboards to meet specific KPIs and business goals.
Testing & Optimization: Reviewing data accuracy, making adjustments.
Customisation
Dashboard Customization: Users can create personalized dashboards for specific KPIs or metrics.
Reporting: Custom report templates are available, allowing tailored insights.
Data Integration: Supports custom data sources via API integrations, if needed.
White-label options: For agencies wanting to rebrand the platform.
User Roles & Permissions: Fully customizable based on team structure.
Alert Settings: Custom alerts for specific events or thresholds.
Additional Costs
Setup Fees: Usually included in the initial contract but can vary—some vendors charge a one-time onboarding or setup fee.
Monthly Subscription: Based on the number of users, features, and data volume.
Training & Support: May incur extra if not included in the package.
Premium Support: Higher-tier service agreements may include dedicated support, training, or account management.
Customization: Additional development or integration work might incur charges outside standard licensing.
Training
Initial Training: Typically includes live onboarding webinars or one-on-one sessions.
Ongoing Support: Provides email, chat, and phone support depending on the plan.
Learning Resources: Offers tutorials, help centers, and documentation.
Client Success Managers: Higher-tier plans often include dedicated account managers to assist with onboarding, best practices, and optimization.
Custom Training: Can be arranged for teams needing tailored instruction or workshops.
Security Measures
Data Encryption: Uses SSL/TLS encryption for data in transit and at rest.
Access Controls: Role-based permissions to restrict data access.
User Authentication: Supports secure login methods, including multi-factor authentication (MFA).
Data Privacy Compliance: Adheres to GDPR, CCPA, and other relevant data protection regulations.
Regular Security Audits: Conducts periodic security assessments and vulnerability scans.
Data Backup & Recovery: Implements routine backups to prevent data loss.
AI & Cloud Security: Hosted on secure cloud infrastructure with industry-standard security practices.
Updates
Release Schedule: Locowise typically updates its platform quarterly, with smaller releases and bug fixes as needed.
Update Process: Managed seamlessly, with minimal disruption — often during off-peak hours. Notifications about updates and new features are usually provided in advance.
Beta Features: Occasionally, beta features are released for testing before full deployment.
Versioning & Communication: Users are informed about updates through newsletters or platform notices, with documentation on new features.
Data Ownership and Portability
Ownership: Customers retain full ownership of their data; Locowise acts as a data processor adhering to relevant privacy laws.
Data Export & Portability: Provides options for exporting data in common formats (CSV, Excel, PDF).
API Access: Allows clients to access raw data via API for integrations or backups.
Data Deletion: Customers can request the deletion of their data at any time, respecting privacy regulations.
Compliance: Aligns with best practices for data rights, ensuring users can retrieve and move their data freely.
Scaling Up / Down
Flexible Plans: Locowise offers tiered subscription plans, allowing organizations to scale based on their size, user count, and data volume.
Scaling Procedure: Typically involves upgrading or downgrading your plan via the platform dashboard or through account management.
Notice Period: Changes usually require a notice period—often 30 days—depending on your contract, to ensure proper billing adjustments.
Data & Features: Scaling up generally grants access to additional features, users, or data volume. Scaling down may limit access or reduce price points.
Custom Contracts: Larger organizations or enterprise clients may negotiate bespoke terms for more flexible scaling options.
The terms & conditions for contract renewal and cancellation
Contract Duration: Usually offered as monthly or annual subscriptions.
Renewal: Auto-renews at the end of the term unless canceled beforehand, with renewal notices sent in advance.
Cancellation: Generally requires written notice—often 30 days prior to the renewal date—to prevent automatic renewal.
Early Termination: Policies vary; some contracts may include fees or penalties for early cancellation.
Refunds: Refund policies depend on the contract; most SaaS agreements have limited refund provisions.
Data Handling upon Cancellation: Customers retain data rights and can export their data before terminating the agreement.
Compliance
GDPR (General Data Protection Regulation): Ensures data privacy and rights are upheld for users in the EU.
CCPA (California Consumer Privacy Act): Complies with data privacy rights for California residents.
ISO Certifications: SaaS platforms pursue ISO/IEC 27001 standards for information security.
Data Privacy & Security: Implements industry-standard security measures, with strict data handling policies.
Third-Party Audits: May undergo external audits for compliance.