AchieveIt

The implementation process for AchieveIt is designed to be collaborative, structured, and tailored to each organization’s needs. Here’s a detailed breakdown based on available data:

Implementation Process Overview

1. Dedicated Support Team:
   • Each customer is assigned a Customer Success Manager (CSM) and a Strategy Consultant.

   • These experts guide the entire implementation and provide ongoing support

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2. Custom Success Plan:

   • The process begins with the creation of a custom Success Plan, which acts as a roadmap for implementation and long-term success

3. Step-by-Step Rollout:
   • AchieveIt follows a well-organized and practical approach to implementation.

   • The team works closely with the customer to design a timeline that fits their internal schedules and goals.

4. Training & Onboarding:
   • Includes remote or on-site training sessions.

   • Covers both technical platform usage and strategic planning best practices.

5. Plan Setup & Configuration:
   • The support team helps with initial plan setup, including structuring goals, metrics, and timelines.

   • They also assist with data migration and dashboard customization (especially in higher-tier plans).

6. Ongoing Check-ins:
   • Regular check-ins are scheduled to ensure the organization is on track.

   • The CSM monitors progress and offers guidance on optimization.

Typical Implementation Timeline

• The process is described as quick and efficient to help customers start seeing results as soon as possible.
• Based on customer reviews and industry standards, a typical implementation may take 2 to 6 weeks, depending on:
  • Organization size
  • Number of users
  • Complexity of strategic plans
  • Level of customization required

AchieveIt is highly customizable to meet specific organizational needs. Here are the key customization features:

• Custom Fields: Organizations can create and apply up to 11 types of custom fields (e.g., text, dropdowns, dates, currency, hyperlinks, boolean, user/team selectors) to plan items. These fields allow users to capture and filter data specific to their workflows.

• Custom Dashboards: Users can design dashboards tailored to their roles or departments. These dashboards can include charts, graphs, and tables that reflect key metrics and progress updates.

• Custom Statuses: Available in higher-tier plans, allowing organizations to define their own progress tracking terminology.

• Flexible Plan Structures: AchieveIt supports various planning methodologies (e.g., OKRs, strategic plans, business development plans), making it adaptable to different industries and use cases.

• Custom Views: Users can switch between list, tree, timeline, and dashboard views, and filter data based on custom fields or plan hierarchies.

These features make AchieveIt suitable for organizations with complex or unique planning and reporting needs.

AchieveIt’s pricing model is tiered and all-inclusive, meaning most services are bundled into the subscription. However, the level of service and customization varies by plan:

Included in All Plans:

• Core software platform
• Remote kickoff and training
• Plan review
• Core support services

• Designated Customer Success Manager and Strategy Consultant

Plus Plan (Mid-Tier):

• Adds custom statuses, Single Sign-On (SSO), and in-person training

• Includes monthly status calls and plan optimization

Pro Plan (Top-Tier):

• Adds integrations, data migration, custom number of plan loads

• Includes regular strategy calls, custom dashboards, and custom sessions

Other Cost Notes:

• No separate setup or maintenance fees are mentioned—these are included in the plan pricing.
• 20-user minimum applies to all plans.
• Pricing is custom-quoted, so exact costs depend on organization size and needs.

AchieveIt provides a comprehensive onboarding and support experience tailored to different user roles and organizational needs. Here are the key components:

Training for New Users

• Quick Start Guides: Step-by-step tutorials for Full Access users to create, manage, and report on plans.
• Role-Based Training: Training is tailored to user roles (e.g., Full Access, Contributor, External Contributor), ensuring each user understands their permissions and responsibilities.
• Plan Building Assistance: Users are guided through creating plans, setting up levels (e.g., goals, milestones), assigning access, and scheduling updates.

• Import Templates: For bulk user onboarding and plan setup, AchieveIt provides import templates to streamline the process.

Ongoing Support

• Customer Success Manager (CSM): Every organization is assigned a dedicated CSM to guide implementation and provide continuous support.
• Strategy Consultant: Offers strategic advice and helps optimize plan execution.
• Help Center: Includes tutorials, FAQs, and troubleshooting articles for self-service support.
• In-Person or Remote Training: Depending on the pricing tier, organizations can receive on-site or virtual training sessions.

AchieveIt employs industry-standard security protocols to ensure data protection and compliance. Here are the main security features:

🔐 Data Security Measures

• SOC 2 Type II Certification: AchieveIt has undergone independent audits to verify its security controls for handling customer data.
• HTTPS Encryption: All data transmitted between users and the platform is encrypted using HTTPS.
• API Security: API access requires an API key and secure authorization headers. Only authorized users can submit or retrieve data.
• Role-Based Access Control: Users are assigned roles (e.g., Full Access, Contributor) that determine their access level, ensuring sensitive data is only visible to authorized personnel.
• Single Sign-On (SSO): Available in higher-tier plans, allowing organizations to manage authentication securely.

AchieveIt offers automated update management for user-generated content and plan tracking:

User-Defined Update Frequencies

• Users can set automated update cadences for each plan item.
• Supported frequencies include:
  • Daily
  • Weekly
  • Biweekly
  • Monthly

  • Quarterly

• These updates are automatically requested from the assigned users, ensuring that data remains current and actionable.

Platform Updates

• AchieveIt appears to follow a continuous improvement model, where new features and enhancements are rolled out regularly.
• Updates are managed by the AchieveIt team and do not require manual intervention by users.

Notifications

• Users receive automated reminders and progress upd

AchieveIt’s Terms and Conditions provide clear guidance on data ownership and usage rights:

Data Ownership

• All data submitted by the client to AchieveIt (“Client Data”) remains the sole property of the client or the original third-party owner.

• Clients retain full rights to their data and are not required to transfer ownership to AchieveIt.

Data Portability

• Clients are permitted to store, manipulate, analyze, reformat, print, and display their data for internal business use.
• Upon termination of the agreement, clients lose access to the platform, but the data remains their property.

• While the terms do not explicitly mention a “data export” feature, the platform supports report generation, dashboard exports, and data downloads, which can be used for portability.

Restrictions

• Clients are prohibited from reselling, sublicensing, or commercially exploiting the platform or its content.
• Reverse engineering or copying the platform’s features or graphics is also strictly forbidden

AchieveIt offers flexibility in scaling, though specific terms are typically defined in the service agreement. Here are the key points:

• User-Based Licensing: AchieveIt has a 20-user minimum, and pricing is based on the number of users.
• Custom Quotes: Scaling up (adding users or features) typically involves a custom quote and may require moving to a higher-tier plan (e.g., from Core to Plus or Pro).
• Plan Flexibility: The platform supports unlimited plans and projects, so scaling in terms of plan volume is not restricted.
• No Public Mention of Downgrade Terms: While scaling up is straightforward, scaling down (reducing users or features) may require renegotiation at the end of the contract term.

AchieveIt’s licensing agreement outlines the following:

• Automatic Renewal: Contracts automatically renew annually unless either party provides 90 days’ written notice of intent not to renew.
• Cancellation for Breach: Either party may terminate the agreement with 30 days’ written notice if the other party materially breaches the contract and fails to cure the breach within that period.
• No Refunds for Early Termination: If the client terminates early without cause, there is no obligation for AchieveIt to refund any prepaid fees.
• Advance Billing: Clients are billed annually in advance, and renewal invoices are issued 90 days before the end of the term.

AchieveIt meets several important compliance and security standards:

• FedRAMP “In Process” Designation: AchieveIt is listed in the FedRAMP Marketplace as “In Process,” which means it is undergoing the rigorous federal security authorization process.
  • FedRAMP (Federal Risk and Authorization Management Program) is a U.S. government-wide program that standardizes security assessment for cloud products.
• SOC 2 Type II Certification: AchieveIt has completed SOC 2 Type II audits, which verify the effectiveness of its internal controls related to security, availability, and confidentiality.
• HTTPS Encryption: All data is transmitted securely using HTTPS protocols.
• Role-Based Access Control & SSO: Ensures that only authorized users can access sensitive data, with Single Sign-On (SSO) available in higher-tier plans.