Betterworks Engage

The implementation process for Betterworks is designed to ensure a smooth transition for businesses adopting its performance management and goal-setting software. The process focuses on understanding business needs, configuring the platform, and training users for maximum efficiency. The timeline for implementation can vary depending on the complexity and size of the organization, but typically takes several weeks to a few months.

• Discovery and Assessment: The process begins with a discovery phase where Betterworks' team collaborates with the business to understand its specific goals, culture, and requirements. This stage involves identifying key performance indicators (KPIs) and setting clear objectives for the platform.

• Platform Configuration: Once the needs assessment is complete, Betterworks configures the platform to align with the business's structure. This involves setting up users, roles, permissions, and workflows. Integration with existing systems (e.g., HRIS, payroll, etc.) is also part of this phase.

• Training and Onboarding: Training sessions are conducted for administrators, managers, and employees to ensure they understand how to use the system. This is crucial for driving adoption and ensuring that users can effectively leverage the features of Betterworks. Training may include live sessions, webinars, and access to online resources.

• Go-Live and Support: After the platform is configured and users are trained, Betterworks goes live. Ongoing support is available to help resolve any issues or challenges that may arise during the initial usage period. This phase includes monitoring performance and making any necessary adjustments to improve user experience and system efficiency.

Betterworks is highly customizable to meet the specific needs of different businesses. It offers a flexible framework that can be tailored to suit various organizational structures, performance management styles, and workflows. The platform's adaptability ensures that businesses can align it with their unique goals and processes.

• Goal and OKR Customization: Businesses can set custom objectives and key results (OKRs) to reflect their specific goals and priorities. The platform allows the creation of personalized templates and goal structures, ensuring that all levels of the organization are aligned.

• User Roles and Permissions: Betterworks provides granular control over user roles and permissions. This allows organizations to define who has access to what information, from high-level administrators to managers and individual contributors, ensuring security and appropriate data access levels.

• Integration with Other Tools: Betterworks integrates with various third-party applications, such as HRIS, collaboration tools, and performance analytics systems. This integration helps businesses to synchronize their existing software stack with Betterworks seamlessly, ensuring smoother workflows.

• Reporting and Analytics: The platform allows users to create customized reports and dashboards, ensuring that the business can track performance, productivity, and progress according to their specific KPIs. The ability to tailor the reporting structure means that Betterworks can meet diverse analytical needs across different departments.

Betterworks provides a subscription-based pricing model, which includes several factors that may contribute to additional costs depending on the scope of implementation, the number of users, and specific customization needs. Businesses should be aware of these potential costs to fully understand the investment required.

• Setup Fees: In some cases, Betterworks may charge an initial setup fee to cover the costs of implementation, configuration, and integration with existing systems. These fees vary based on the scale and complexity of the deployment, and typically cover the time and resources needed for the initial stages of setup.

• Subscription and Licensing Costs: The primary cost of Betterworks is its subscription fee, which is typically charged annually or monthly based on the number of users and the features selected. Pricing is tiered, and businesses are charged according to the size of their organization, making it scalable for different company sizes.

• Customization Fees: If an organization requires advanced customization beyond the standard configuration, there may be additional costs for consulting services, development, and custom integrations. These fees are often charged on an hourly basis or as a fixed project cost, depending on the scope of work involved.

• Training and Support Charges: Betterworks offers a range of training and support services. While basic training may be included in the subscription, additional fees may apply for advanced training programs, on-site support, or premium customer service. Ongoing support costs may be structured as part of the subscription or as an add-on service.

• Maintenance and Upgrades: Although Betterworks includes regular updates as part of the subscription, businesses that need specialized maintenance or require additional features might incur extra charges. These could be related to bespoke upgrades or new functionalities added to the platform outside of the standard release cycle.

Betterworks offers comprehensive training and support to ensure that both new and existing users can effectively utilize the platform. The goal is to ensure users understand how to navigate the system, configure their goals, and use performance management tools to their full potential. Training and support resources are tailored to different user levels, ensuring all users are equipped to succeed.

• Onboarding and Live Training: Betterworks offers live onboarding sessions with product experts to guide new users through the platform. These sessions are typically tailored to specific roles within the organization, such as administrators, managers, and employees. They focus on how to set up and configure goals, navigate dashboards, and leverage key features.

• Self-Paced Online Training: New users can access a library of on-demand training resources, including tutorials, webinars, and guides. These materials allow users to learn at their own pace and revisit information as needed. This is ideal for users who prefer to learn independently or need to refresh their knowledge periodically.

• Customer Support: Betterworks provides dedicated support to assist with technical issues or questions that arise during implementation and beyond. Support is available via email, phone, or live chat, ensuring quick resolution of any issues. The support team is well-versed in troubleshooting and resolving platform-related challenges.

• Account Management and Success Teams: For businesses that opt for premium services, Betterworks assigns an account manager or customer success manager. These experts help with platform adoption, ongoing support, and ensuring the business is achieving its performance goals. They provide strategic advice, best practices, an

Betterworks takes data security seriously and implements several robust measures to protect user data. Given the sensitive nature of the data involved in performance management, the platform complies with industry standards and employs various technical and organizational safeguards to ensure confidentiality, integrity, and availability.

• Data Encryption: Betterworks uses encryption protocols to protect data both in transit and at rest. All sensitive data transferred between the platform and users is encrypted using Secure Socket Layer (SSL) and Transport Layer Security (TLS) to prevent unauthorized access during communication.

• Role-Based Access Control (RBAC): To restrict access to sensitive data, Betterworks implements role-based access controls. This ensures that only authorized users, based on their roles, can access or modify certain data. The system supports the principle of least privilege, meaning users are granted the minimum access necessary to perform their duties.

• Two-Factor Authentication (2FA): Betterworks offers two-factor authentication (2FA) for users to add an extra layer of security. This helps prevent unauthorized logins, especially in environments with high-security needs, ensuring that even if login credentials are compromised, unauthorized access is still prevented.

• Regular Security Audits and Compliance: Betterworks conducts regular security audits to identify and address vulnerabilities. The platform adheres to industry-standard compliance frameworks such as GDPR, SOC 2, and ISO 27001, ensuring that user data is handled in accordance with international data protection regulations.

• Data Backup and Disaster Recovery: To further safeguard user data, Betterworks maintains regular backups and a disaster recovery plan. This ensures that data is protected against potential loss due to hardware failure or cyberattacks a

Betterworks releases software updates periodically to improve the platform, introduce new features, and fix any bugs or security vulnerabilities. The update process is designed to keep the platform up-to-date and ensure it continues to meet the evolving needs of businesses and users. The release cycle is structured for both regular maintenance and strategic feature enhancements.

• Regular Maintenance Updates: Betterworks typically releases minor updates on a regular basis, addressing issues such as bug fixes, performance improvements, and minor enhancements. These updates are usually rolled out without significant disruption to the user experience and are aimed at maintaining the platform's stability.

• Major Feature Releases: In addition to maintenance updates, Betterworks introduces major updates that include new features or significant improvements. These feature releases are typically scheduled quarterly or annually, depending on the scope of the changes. New features are often announced in advance to give users time to prepare.

• User Testing and Feedback: Before major updates are rolled out, Betterworks often engages with select customers for beta testing. This allows users to try out new features and provide feedback, helping Betterworks fine-tune the product before full deployment. This process ensures that new features meet the needs of customers.

• Communication and Documentation: Betterworks keeps its users informed about upcoming updates, new features, and maintenance schedules. Release notes are provided, detailing the changes made and any action required from the user. The platform also offers documentation and guides to help users navigate any changes or new features.

• Update Management and Downtime Minimization: Betterworks aims to minimize downtime during updates. Maintenance updates are often deployed during off-peak hours, while major updates are carefully managed to ensure minimal disruption to daily operations. Users are notified in advance of any scheduled downtime to plan accordingly.

• Continuous Improvement and Support: After updates are released, Betterworks continues to monitor the platform's performance. If any issues arise post-release, the support team works swiftly to address them, ensuring the user experience remains seamless. Updates and improvements are ongoing, demonstrating Betterworks' commitment to providing a top-tier platform for its users.

Betterworks recognizes the importance of data ownership and portability for its clients, understanding that businesses need to retain control over their data while having the flexibility to move it when necessary. The platform is designed with robust data policies to ensure that customers have full rights to their data and can easily export it when needed. Betterworks follows a transparent approach to data management, empowering organizations to make informed decisions regarding their data.

• Data Ownership: Betterworks adheres to a strict data ownership policy where all data entered into the platform by users remains the property of the customer. This includes performance data, goals, feedback, and other business-specific information. Betterworks does not claim ownership or rights to the data, and clients retain full control.

• Data Access and Export: Betterworks allows businesses to access and export their data at any time. The platform supports data portability by providing features that enable users to export reports, performance data, goal progress, and other key metrics in commonly used formats (such as CSV, Excel, or PDF). This ensures that businesses can take their data with them if they choose to migrate to a different platform.

• Data Portability During Contract Termination: In the event of contract termination, Betterworks allows customers to export their data and ensures that it is provided in a structured, commonly used format. This is done to ensure customers can move their data to another service or system without any loss or disruption. The platform also assists with the data extraction process if needed.

• Data Retention and Deletion: Betterworks retains customer data for as long as the account is active, with a defined retention period after account deactivation or termination. Once a client terminates their account, Betterworks provides a grace period for data export and then follows industry-standard procedures to securely delete the data from their systems. This includes removing data from all backups, ensuring complete data removal.

• Compliance with Regulations: Betterworks complies with various global data protection regulations such as GDPR, ensuring that customers' data is handled appropriately. This includes transparency regarding data access, the right to erase data, and data portability provisions, allowing customers to exercise their rights as per applicable laws.

• Third-Party Data Portability: Betterworks supports integration with third-party applications and ensures data portability in these scenarios as well. Through API integrations and connectors, customers can easily move or sync data between Betterworks and other tools they use, allowing seamless workflows across multiple platforms.

Betterworks offers flexible terms for scaling the platform based on the evolving needs of an organization. As businesses grow or downsize, Betterworks allows them to easily adjust their usage of the platform, ensuring that it aligns with their current workforce size, performance management goals, and budget.

• Scalability Based on User Numbers: Betterworks offers scalable pricing that adjusts based on the number of users. As an organization grows, it can add more users to its account, and the platform will scale accordingly to accommodate additional users, ensuring that all employees have access to performance management tools. Similarly, as the organization shrinks, the number of users can be reduced to align with the new size of the company.

• Customization for Organizational Changes: The platform is designed to adapt to changes in an organization's structure. As teams grow, change, or shift priorities, Betterworks allows businesses to update user roles, permissions, and workflows. This flexibility ensures that the platform remains in sync with organizational changes, and employees can continue to use the system in a way that fits their new roles or responsibilities.

• Flexible Contract Terms: Betterworks offers flexible contract terms that allow businesses to adjust their subscriptions based on their needs. Whether scaling up or down, organizations can modify their contract terms to better align with their budget and workforce size. This flexibility provides peace of mind to businesses, knowing they are not locked into rigid terms that do not fit their current needs.

• Adaptability to Business Strategy Shifts: As business strategies evolve, Betterworks provides tools and configurations that allow the platform to align with new goals or KPIs. For example, if a business shifts its performance management focus from individual objectives to team-based goals, Betterworks can support this transition with customization opti

Betterworks provides clear terms and conditions for contract renewal and cancellation to ensure customers can manage their subscriptions according to their business needs. These terms are designed to offer flexibility while protecting the interests of both parties. Customers are encouraged to review their contracts carefully and work with Betterworks representatives to ensure clarity on the terms.

• Contract Renewal Terms: Most Betterworks contracts operate on an annual or multi-year subscription basis, with automatic renewal clauses unless explicitly canceled by the customer. Clients are notified in advance of their renewal date, providing time to evaluate their ongoing needs.

• Advance Notification for Changes: Customers are informed of any changes to pricing or terms well before the renewal date. This allows organizations to plan their budgets and make informed decisions about whether to renew, negotiate terms, or explore alternatives.

• Cancellation Before Renewal: Customers can cancel their subscription before the renewal period without incurring penalties. However, cancellation must be communicated within the specified notice period, typically outlined in the original contract. This notice period can vary but is often set at 30 to 60 days before the renewal date.

• Refund Policies: Betterworks typically does not offer refunds for mid-term cancellations. Once a contract is active for a specific term, the organization is obligated to fulfill the financial commitments of that term unless otherwise specified in the contract.

• End-of-Term Options: At the end of the contract term, organizations can choose to renew, adjust the scope of their subscription, or terminate their relationship with Betterworks. The platform provides support to customers during this transition period, includi

Betterworks is committed to ensuring that its platform meets industry-standard compliance requirements, providing customers with a secure and reliable solution. These compliance standards cover areas such as data protection, information security, and regulatory adherence. By maintaining these certifications, Betterworks builds trust with its clients, particularly those in industries with strict compliance mandates.

• General Data Protection Regulation (GDPR): Betterworks adheres to GDPR requirements, ensuring that customer data is processed and stored in compliance with European Union data protection laws. This includes transparency in data handling and providing users with the right to access, modify, or delete their data.

• SOC 2 Type II Certification: Betterworks has obtained SOC 2 Type II certification, demonstrating that it follows stringent security protocols for data protection, confidentiality, and system integrity. This certification is crucial for organizations that prioritize secure handling of sensitive performance data.

• ISO 27001 Certification: The platform is certified under ISO 27001, an international standard for information security management. This ensures that Betterworks has a robust framework in place to manage and protect customer data against potential threats.

• California Consumer Privacy Act (CCPA): For clients operating in the United States, Betterworks complies with the CCPA, ensuring that California-based users' privacy rights are respected, including transparency in data collection and the ability to opt out of data sharing.

• HIPAA Compliance (Optional): For clients in healthcare or related industries, Betterworks offers features and configurations to comply with the Health Insurance Portability and Accountability Act (HIPAA). This ensures that sensitive health-related information is protected in line with federal regulations.

• Regular Compliance Audits: Betterworks conducts regular audits to ensure continued adherence to these standards. These audits include both internal assessments and third-party evaluations, ensuring the platform remains up-to-date with evolving compliance requirements.