Fieldguide typical implementation process:
Onboarding Program: Fieldguide offers a structured onboarding program known as the Fieldguide Accelerator. This program is designed with flexibility, effectiveness, and efficiency in mind, ensuring a smooth transition for firms adopting the platform.
Initial Consultation: The process begins with an initial call to ensure the experience is tailored to the firm's specific needs and to solidify mutual expectations. This step is crucial for aligning the software's capabilities with the firm's operational goals.
Workshops and Assignments: Fieldguide conducts workshops and assigns tasks to better understand the firm's processes, strengths, and opportunities. This helps in configuring Fieldguide in the most optimal way for each client.
White Glove Support: Throughout the implementation, Fieldguide provides white glove support to maximize confidence for the firm's first client launch and subsequent engagements. This includes hands-on assistance and guidance from Fieldguide experts.
Fieldguide customization:
Customizable Fields and Workflows: Fieldguide allows for the customization of data fields to support various needs and use cases. This includes the ability to add customized logos and colors to align with company branding. Additionally, the platform offers flexible templates and customizable workflows that can adapt to the needs of any standard or framework, enhancing productivity and eliminating errors by automating every step of the engagement, from requests to reporting.
Document Management: The software includes integrated and collaborative document management features, which improve the client experience by providing a modern way to submit and track client requests. This system supports the automatic syncing of copies of client-provided files across controls, workpapers, and reports, reducing errors and freeing up time.
Granular Permissioning: Fieldguide provides options for very open access or highly specific permission groups, allowing firms to tailor access control according to their unique needs. This additional permissioning is available for firm members, enhancing security and operational efficiency.
Fieldguide training and supports:
Fieldguide Accelerator: This is Fieldguide's firm onboarding program, designed to be flexible, effective, and efficient. It includes an initial call to tailor the experience to the firm's needs, workshops and assignments to understand the firm's processes, and white glove support to maximize confidence for the first client launch and subsequent engagements.
Custom Demo: Fieldguide provides custom demos to allow potential users to see the platform in action and learn more about its capabilities.
Recurring Meetings: To ensure long-term success, Fieldguide holds recurring meetings with clients to receive product feedback, share roadmap updates, and continuously align the software with the firm's evolving needs.
Fieldguide has implemented a robust set of security measures to protect data, ensuring the confidentiality and integrity of customer information. Here are the key security measures in place:
Encryption: Data is encrypted both in transit and at rest, which helps prevent unauthorized access and ensures that sensitive information is secure.
Multi-Factor Authentication: Access to systems requires multi-factor authentication, adding an extra layer of security to prevent unauthorized access.
Least-Necessary Data Access: Fieldguide employees are granted access only to the least-necessary data to fulfill their job duties, adhering to the principle of least privilege.
Access Logging and Management: All changes to an employee or contractor’s status, such as activation, termination, or position change, are logged to ensure timely access changes.
Fieldguide's policy on data ownership and portability emphasizes the organization's control over its data and the ease of managing data exports and deletions. Here are the key points:
Data Ownership: Fieldguide clearly states that the organization using the platform retains ownership of its data. This means that the data generated, processed, or stored within Fieldguide remains the property of the organization, not Fieldguide.
Data Portability: Fieldguide supports data portability by making it easy for organizations to export their data in standard formats. This feature facilitates the transfer of data to other systems or for other uses, aligning with best practices for data management and regulatory compliance regarding data portability.
The terms and conditions for contract renewal and cancellation for Fieldguide are outlined in their Master Service Agreement (MSA) and User Terms of Service. Here are the key points regarding these terms:
Automatic Renewal: Fieldguide's subscriptions contain automatic renewal terms. This means that Fieldguide will automatically renew your paid subscription according to the subscription period you have chosen. The renewal will occur on the anniversary of the date that Fieldguide first charged your account for the first subscription fee. As authorized during the subscription sign-up process, Fieldguide will charge your account with the applicable subscription fee and any sales or similar taxes that may be imposed.
Cancellation Policy: You may cancel your subscription at any time. However, any subscription fees charged prior to the effective date of cancellation will not be refunded, in whole or in part. This policy ensures that users are aware that they must cancel before the renewal date if they do not wish to continue with the service.
Fieldguide software meets a variety of compliance standards, ensuring robust security and regulatory adherence. Here are the specific compliance standards that Fieldguide adheres to:
SOC 2 Type 2: Fieldguide undergoes an annual SOC 2 Type 2 examination by a third-party audit firm. This compliance standard focuses on the security, availability, and confidentiality of the platform, demonstrating Fieldguide's commitment to maintaining high levels of trust and security.
Quebec Law 25: Fieldguide complies with Quebec Law 25, a privacy legislation in Quebec, Canada, that enhances the protection of personal information. This includes mandatory reporting of privacy incidents or breaches to the Commission d’accès à l’information (CAI) du Québec and affected individuals. Fieldguide has taken necessary steps to comply with these regulations, including appointing a designated Privacy Officer.
