Discovery & Needs Assessment: Understand your business goals, current workflow, and specific requirements.
Planning & Setup: Define user roles, data structures, integrations, and customize the platform accordingly.
Onboarding & Training: Provide user training sessions, documentation, and support to ensure smooth adoption.
Data Migration (if applicable): Transfer existing customer feedback, product insights, or other relevant data.
Testing & Feedback: Conduct test runs, gather user feedback, and refine configurations.
Go-Live: Officially launch Harvestr in your organization.
Customisation
Custom Fields: Can tailor data points such as feedback categories, tags, or custom attributes.
Integrations: Connect with tools like Slack, Jira, Zendesk, or custom APIs to fit existing workflows.
Workflow Configurations: Adjust views, dashboards, and notification workflows.
User Roles & Permissions: Fully customizable to fit organizational hierarchy.
UI Customization: Limited but adaptable with branding options.
Additional Costs
Setup Fees: Usually included in initial plans but can vary if extensive customization or onboarding is required.
Subscription Plans: Harvestr typically charges a monthly or annual fee based on user count and feature tiers.
Support & Maintenance: May be included or offered as a separate premium support package.
Add-ons & Integrations: Extra costs could apply depending on third-party integrations or advanced features.
Training
Onboarding & Training: Typically includes live onboarding sessions, webinars, and detailed documentation to help new users understand platform features.
Help Center & Knowledge Base: Extensive resources, guides, tutorials, and FAQs accessible anytime.
Customer Support: Channels such as email, chat, or dedicated account managers for ongoing assistance.
Personalized Support: For enterprise clients, tailored onboarding and training sessions may be available.
Community & Feedback: Opportunities to connect with other users, share best practices, and provide feedback for improvements.
Security Measures
Data Encryption: Both at rest and in transit (SSL/TLS).
Access Controls: Role-based permissions to restrict data access.
Regular Security Audits: To identify and mitigate vulnerabilities.
Data Backup & Recovery: Regular backups to prevent data loss.
Compliance: Adherence to GDPR, CCPA, or other relevant data privacy standards.
Secure Hosting: Usually hosted on reliable cloud platforms like AWS or Azure, with robust security features.
Updates
Frequency: Harvestr typically releases updates monthly or quarterly, incorporating new features, improvements, and bug fixes.
Management:
Updates are handled by Harvestr with minimal disruption.
Users are usually notified about upcoming releases and new features.
Maintenance windows are likely communicated in advance.
Deployment is often seamless, with online updates applied without needing manual installation by users.
Data Ownership and Portability
Data Ownership: Typically, clients retain full ownership of their data, including feedback, customer insights, and usage logs.
Data Access & Export: Harvestr usually provides options to export your data in common formats (CSV, JSON, etc.) at any time.
Portability: You should be able to migrate data to other platforms, subject to contractual terms, with support from Harvestr if needed.
Scaling Up / Down
Flexible Plans: Harvestr generally offers flexible subscription tiers, allowing organizations to scale their user count or feature access.
Notification & Adjustment: Changes can often be made easily via your account manager or support portal, sometimes with notice periods.
Cost Adjustment: Pricing adapts according to the scale—more users or features, higher costs; fewer, lower costs.
Contract Terms: Usually based on monthly or annual billing cycles, with options to upgrade/downgrade with minimal penalties, possibly subject to notice periods.
The terms & conditions for contract renewal and cancellation
Renewal: Typically auto-renews on a fixed term (monthly or annual), unless canceled before renewal date.
Notice Period: Usually 30 days (or as specified) prior to renewal for cancellation without penalty.
Cancellation: You can often cancel anytime; some providers hold to the current billing cycle. Refunds are generally not provided for unused periods.
Termination: May involve data retrieval or deletion clauses—ensure your data is exported before cancellation.
Contracts: Often offered as SaaS licenses with standard Terms of Service, including SLA (Service Level Agreement) commitments.
Compliance
GDPR: Likely compliant, ensuring data handling adheres to European data privacy rules.
CCPA: May meet California Consumer Privacy Act standards.
ISO/IEC Certifications: Some SaaS providers hold ISO 27001 or similar certifications—best to confirm with Harvestr.
Other Standards: Depending on the client’s industry and location, additional standards like SOC 2, HIPAA, or FedRAMP could be relevant—check with Harvestr for specific certifications.
