Ruddr

• Discovery and Requirements Gathering: Ruddr’s onboarding process begins with analyzing client needs, existing workflows, and business objectives to configure the platform for optimal alignment.

• Account Setup and Configuration: The Ruddr team assists with user account creation, system settings, integration points, and permission structures tailored to the organization.

• Data Import and Migration: Data from existing systems (such as clients, projects, and users) is imported into Ruddr, with available guidance for clean, accurate migration.

• Integrations and App Connections: Ruddr connects with popular HR, finance, CRM, and expense management solutions to establish data flow and process automation.

• User Training and Onboarding: Detailed onboarding sessions and training are provided, which can be self-paced or live, ensuring all users are comfortable and proficient with the system.

• Go-live and Initial Support: Once configuration and training are complete, organizations can go live rapidly—Ruddr’s customer support remains available for additional help as teams begin using the platform day-to-day.

• Ruddr allows organizations to configure dashboards, KPIs, and reporting layouts so teams can focus on relevant metrics for their business model.

• Custom workflows and permission structures are supported, letting admins define who can access, edit, or approve specific project and financial data.

• The platform integrates with a broad spectrum of HR, finance, CRM, and collaboration tools, allowing businesses to connect Ruddr with their existing software ecosystem for smoother data flow.

• Users can manage resources, projects, and expense categories in ways that reflect their own operational hierarchies and terminology.

• The expense module supports multicurrency setups and customizable expense types, meeting multi-regional or complex accounting requirements.

• Ruddr’s time tracking and invoicing processes can be tailored for unique billing rates, client-specific project structures, and local compliance needs.

• The software also provides flexible notification and approval settings, so organizations can implement the precise level of oversight and workflow automation required for their teams.

• Ongoing platform updates and customer support ensure that newly requested features and adjustments are possible as industries or business demands change.

• Licensing and subscription

  • Per-user, per-seat, or tier-based pricing; modules included vs. add-ons.

  • Payload of features in each tier (reporting, analytics, automation).

• Setup and implementation fees

  • Project planning, discovery, data migration, and initial configuration.

  • Optional services (custom development, integration work, data cleansing).

• Training fees

  • On-site or remote training sessions; self-serve training materials.

• Maintenance and support

  • Annual or multi-year maintenance fees; levels of support (standard, premium, enterprise).

  • Response times, SLAs, and availability (business hours vs. 24/7).

• Professional services and consulting

  • Additional work beyond standard onboarding (complex integrations, data migration, customizations).

• Hosting and infrastructure

  • If not SaaS-only: hosting, backups, monitoring, and disaster recovery costs.

• Change management and adoption

  • Optional services to drive user adoption, governance, and training programs.

• Training offerings

  • Role-based training for admins, end users, and power users.

  • Self-service resources: knowledge base, documentation, video tutorials, sample workflows.

  • Certification programs or KPI-focused training paths.

• Delivery methods

  • Live virtual workshops, on-site sessions, and recorded sessions.

  • Interactive sandboxes or test environments for hands-on practice.

• Ongoing support and services

  • Helpdesk channels: email, chat, phone, ticketing portal; typical response times by tier.

  • Support hours (local business hours, 24/7 support).

  • Escalation paths and dedicated account management or success manager.

  • Regular product updates, release notes, and access to beta features.

• Ruddr is ISO 27001 certified, which means it adheres to one of the world's most recognized international information security standards, ensuring systematic risk management and protection of sensitive information.

• The platform is GDPR compliant, guaranteeing alignment with the European Union's data privacy requirements for secure handling, processing, and storage of personal data.

• Proactive Security Auditing

• Ruddr undergoes annual security audits, helping identify and address potential vulnerabilities in its policies and infrastructure.

• The company also conducts annual cybersecurity penetration tests, simulating real-world attacks to assess the strength of its defenses and ensure ongoing protection of user data.

• Major releases, which include significant new features and architectural changes, are typically issued every 9 to 12 months.

• Minor updates introducing smaller features and improvements are released every few months.

• Patch updates covering bug fixes and security concerns are delivered every few weeks, with users strongly encouraged to stay current for optimal protection.

• Update Management

• Ruddr follows a versioning scheme of X.Y.Z, clearly differentiating between major, minor, and patch levels for transparency.

• Updates are managed using campaigns for deployment, with centralized reporting and version history maintained.

• Release notes and change logs are published for each update, detailing enhancements, bug fixes, and security improvements.

• Ruddr maintains a window for upgrading after new releases: Core platform users have a 3-month upgrade window, while subscribers get long-term support up to 18-24 months for major versions and a longer upgrade window between minor releases.

Data Ownership

• Customers retain all rights, including intellectual property rights, to their service data stored in Ruddr.

• Ruddr acts solely as a data processor on behalf of its customers and only processes personal data per customer instructions, consistent with global privacy regulations like GDPR and CCPA.

• Any sub-processors or third-party providers engaged by Ruddr are required to uphold data confidentiality and strong security protections.

Data Portability

• Customers can request access to their personal data at any time and have the right to receive a copy in a structured, commonly used, and machine-readable format.

• Data subjects may request data portability, allowing them to move or transfer their data to another service or provider, in line with GDPR’s Article 20 and other related global standards.

• Ruddr enables users to exercise the right to access, correct, delete, restrict processing, and port their data, providing direct support for these requests via its privacy policy contacts.

Scaling Up

• Organizations may add new workspace members at any time and are charged only a prorated fee for those additions, effective through the remainder of the current billing term.

• Pricing for added users is transparent, and customers only pay for billable personnel; non-billable users are free as long as at least half of the workspace members are billable.

Scaling Down

• If a workspace member is deactivated or changed to non-billable status, Ruddr credits the account for any unused fees, ensuring that businesses are never paying for seats they don’t use.

• Companies leveraging contractors or with fluctuating headcounts benefit from automatic proration and credit adjustment when scaling down their teams.

Subscription Term Flexibility

• Customers may elect to terminate or adjust their subscription at the end of the current term by giving a minimum of 30 days’ notice before term expiry.

• Subscription charges for new terms are locked for the first 24 months, and future increases (where applicable) are capped at no more than 10% in any 24 months, ensuring predictable scaling costs.

Contract Renewal Terms

• Contracts automatically renew for successive terms of equal length unless either party provides written notice of non-renewal at least 30 days before the current term expires.

• Subscription fees for renewal periods are price-protected for 24 months, with any increases in subsequent renewal periods capped at a maximum of 10% over the previous 24-month rate.

• Customers can adjust user counts, add services, or modify plan levels before a renewal, ensuring flexibility to scale subscription terms up or down at contract rollover.

Cancellation Terms

• Customers may cancel their subscription at the end of the current term by giving at least 30 days’ advance written notice.

• The subscription remains active through the end of the paid term, and no refunds are provided for unused portions of the term if canceled partway.

• All customer data remains accessible for export upon contract cancellation, with defined data retention and deletion timelines according to Ruddr’s privacy policy and agreements.

• Early termination for cause is permitted if Ruddr materially breaches contractual obligations and fails to cure the breach within a specified period following notice.

Core Compliance Standards

• Ruddr is ISO 27001 certified, which attests to its implementation of rigorous information security management systems according to an internationally recognized framework.

• The platform is fully GDPR compliant, meeting the European Union’s requirements for personal data protection and privacy rights.

Auditing and Regulatory Processes

• Ruddr conducts annual security audits and regular cybersecurity penetration testing to ensure ongoing compliance and address emerging risks.

• The company’s privacy and data handling policies are regularly updated to align with evolving global standards, including those related to data residency, access, processing, and portability.

Ruddr’s certification and audit regime demonstrate a commitment to modern data governance and compliance in professional services automation software.Ruddr meets internationally recognized compliance standards focused on privacy and data security, including ISO 27001 certification and GDPR compliance.

Key Compliance Certifications

• ISO 27001: Ruddr is certified to ISO 27001, meaning it follows stringent controls for information security management and risk mitigation.

• GDPR: Ruddr is fully compliant with the General Data Protection Regulation, safeguarding the privacy rights of EU users regarding how personal data is processed and managed.

Ongoing Regulatory Assurance

• Ruddr subjects its systems and processes to annual security audits and cybersecurity penetration testing, helping maintain robust compliance with global regulatory and industry requirements.

• These measures ensure consistent adherence not only to ISO and GDPR requirements, but to general best practices in the professional services sector.