Role-based Permissions: Can tailor permissions based on user role.
Visualization & Layouts: Different views such as Kanban, Scrum, or custom layouts.
Branding & UI customization: Limited but can match branding needs.
Add-ons & Extensions: Supports custom modules via API or third-party extensions.
Additional Costs
Setup Fees:
Usually included in enterprise packages, but can be negotiable — often no fixed fee, depending on scope.
Subscription Fees:
Pricing is typically tiered based on team size (e.g., per user/month).
Support & Training:
Basic support often included; premium support or dedicated success managers may incur additional costs.
Maintenance & Upgrades:
Generally included in the subscription; potential extra charges for significant integrations or custom features.
Consulting & Custom Development:
Additional costs if you hire StoriesOnBoard or third-party for extensive custom work.
Training
Onboarding & Tutorials: Offers guided onboarding, in-app tutorials, and documentation to help new users get started quickly.
Webinars & Workshops: Frequently provides live webinars or workshop sessions for in-depth training.
Customer Support: Includes email support, with options for premium support (priority assistance, dedicated success managers).
Knowledge Base: Extensive online resources, FAQs, and user guides.
Personalized Setup & Training: Available upon request, especially for enterprise clients—can include custom onboarding sessions.
Security Measures
Data Security & Privacy: Complies with standard data protection policies, including GDPR where applicable.
Encryption: Data encrypted both in transit (SSL/TLS) and at rest.
Access Controls: Role-based permissions and user authentication.
Regular Backups: Data backups are performed regularly to prevent loss.
Third-party Audits: May undergo third-party security assessments—details vary based on customer needs.
Hosting: Cloud-based infrastructure, often hosted on reputable providers like AWS, with physical security controls.
Updates
Frequency: Releases are typically scheduled quarterly or as needed—stable release cycles ensure regular updates.
Update Management:
Updates are managed centrally by StoriesOnBoard, minimizing disruptions.
Users often receive advance notices and release notes detailing enhancements or fixes.
Updates generally don't interrupt current work; improvements are deployed seamlessly.
New Features & Improvements: Continuously rolling out new features, usability improvements, and security patches.
Data Ownership and Portability
Ownership: Customers retain full ownership of their data—stories, boards, and related content.
Data Access & Export: Provides options to export data in common formats (CSV, JSON) for offline use or migration.
Portability: Designed to facilitate smooth data transfer, supporting customers moving to other tools or platforms; export features are available for data portability.
Scaling Up / Down
Upgrading: Easy to scale up by adding more users or features, typically through a flexible subscription plan.
Downgrading: Can reduce user counts or feature tiers, often with prior notice.
Pricing Adjustment: Changes usually reflected in billing at the next billing cycle.
Support for Growth: Enterprise plans may include custom terms for significant scaling needs.
The terms & conditions for contract renewal and cancellation
Renewal Terms: Usually billed annually, with automatic renewal unless canceled prior to renewal date.
Cancellation Policy: Customers can cancel with notice before the renewal period, often 30 days in advance.
Data Retention Post-Cancellation: Data is retained for a specified period after cancellation (e.g., 30-90 days), after which it may be securely deleted—specifics depend on the contractual agreement.
Refund Policy: Typically no refunds for partial periods; refunds for early cancellations are rare and case-dependent.
Renewal Terms: Often include options for renewal negotiations or changes to service level.
Compliance
GDPR: Complies with GDPR requirements for data protection and privacy, enabling data access, correction, and deletion rights.
ISO/IEC 27001: May hold or align with ISO standards for information security management (though specific confirmation is needed).
Data Encryption & Security: Meets standard security practices for cloud SaaS.
Other Standards: Depending on customer needs, may support additional compliance (e.g., SOC 2).
