Initial Consultation: Understand business needs and define objectives.
Assessment & Planning: Analyze current processes and determine customization requirements.
Setup & Integration: Install the software, configure settings, and integrate with existing systems.
Training & Onboarding: Educate users and administrators on how to utilize the platform.
Testing & Launch: Test functionalities, resolve issues, and go live.
Post-Implementation Support: Ongoing support, monitoring, and optimization.
Customisation
Highly customizable: The platform can be tailored to specific business workflows, reporting requirements, and user roles.
Configurable dashboards and reports: To align with specific KPIs.
API integrations: Can connect with other business tools (CRM, ERP, etc.).
User-specific features: Role-based access and interface personalization.
Development options: Some features may require additional development or customization services from Performly or certified partners.
Additional Costs
Setup Fees: Can vary based on the complexity of deployment, usually a one-time fee.
Maintenance & Support: Ongoing costs may include subscription fees, support plans, and system updates.
Training Charges: Additional for extensive training sessions.
Custom Development: Extra charges for bespoke features or integrations.
Pricing Model: Usually subscription-based (monthly/annual), but exact figures depend on the scale and features chosen.
Training
Onboarding & Training: Performly generally offers onboarding sessions to familiarize new users with the platform’s features. These may include live webinars, personalized training sessions, and comprehensive user manuals.
Ongoing Support: Includes technical support via email, phone, or live chat during business hours.
Help Center & Resources: Access to a knowledge base, FAQs, and tutorial videos to self-serve common questions.
Dedicated Account Managers: For enterprise clients, personalized support and training planning.
User Community & Workshops: Some platforms host user forums and periodic workshops for best practices and updates.
Security Measures
Data Encryption: Data in transit and at rest is encrypted, typically using industry standards like TLS and AES.
Access Controls: Role-based access management ensures users only see data relevant to their role.
Authentication: Support for multi-factor authentication (MFA) and single sign-on (SSO).
Regular Security Audits: Conducted to identify vulnerabilities and ensure compliance with security standards.
Data Backup & Recovery: Regular backups and disaster recovery plans to prevent data loss.
Compliance: May adhere to standards like GDPR, HIPAA, or SOC 2 depending on user needs.
Updates
Release Schedule: Performly likely follows a regular update cycle—monthly, quarterly, or bi-annual—depending on their development strategy.
Update Management: Updates are typically managed through a controlled process, with notifications provided beforehand. They may include new features, security patches, and bug fixes.
Continuous Improvement: The platform often employs agile development methods, allowing incremental improvements with minimal downtime
User Communication: Users are informed about updates through email, release notes, or in-platform notifications.
Data Ownership and Portability
Data Ownership: Customers generally retain ownership of their data uploaded or generated within Performly. The platform acts as a data processor on behalf of the customer.
Data Portability: Most providers allow customers to export their data in standard formats (CSV, JSON, etc.) upon request, especially when terminating the service, ensuring data portability.
Scaling Up / Down
Flexible Scaling: Performly usually offers flexible plans or tiered subscriptions, allowing organizations to upgrade or downgrade based on their needs.
Notice Period: Terms often specify a notice period or plan change window, with provisions for additional costs or adjustments based on usage.
The terms & conditions for contract renewal and cancellation
Renewal Terms: Contracts are typically renewed automatically on a monthly or annual basis unless the customer provides notice of intent not to renew, often 30 days before renewal.
Cancellation: Allows for early termination with possible charges depending on the remaining contract period or specific cancellation policies.
Data After Cancellation: Customers are usually given a window to retrieve their data before it is permanently deleted.
Compliance
GDPR (General Data Protection Regulation).
SOC 2 (Service Organization Control 2).
ISO 27001.
HIPAA (if applicable for health information)..
Other industry-specific standards depending on user location and sector.
