WeStrive

Initial Consultation & Needs Assessment

• Understanding the specific goals and requirements of the organization.

• Analyzing existing workflows to tailor the implementation plan.

Planning & Design

• Developing a project roadmap.

• Customizing the software architecture according to the business needs.

• Identifying integrations with other tools/systems.

Setup & Configuration

• Installing or deploying the software (cloud-based or on-premise).

• Configuring user roles, permissions, dashboards, and workflows.

• Custom integration setup if needed.

Data Migration

• Transferring existing data into the system.

• Ensuring data accuracy and integrity.

Training & Onboarding

• Providing user training sessions.

• Preparing training materials and user guides.

Testing & Validation

• Conducting user acceptance testing (UAT).

• Gathering feedback and making adjustments.

Go-Live & Support

• Launching the software for daily use.

• Offering ongoing support and troubleshooting.

Post-Implementation Evaluation

• Monitoring usage and performance.

• Making continuous improvements based on user feedback.

User Interface (UI) Customization: Tailoring dashboards, themes, and layouts.

Workflow Configurations: Adjusting or designing workflows to fit specific processes.

Integration Capabilities: Connecting with other software tools like CRM, HRMS, or ERP systems.

Role & Permission Settings: Customizing access levels based on user roles.

Reporting & Analytics: Developing custom reports, dashboards, and data visualizations.

Automation & Notifications: Setting up custom triggers, alerts, and automation rules.

Setup or Licensing Fees: One-time fee for deployment, configuration, and initial training.

Subscription/License Fees: Ongoing costs based on the number of users, features, and deployment method (cloud vs. on-premise).

Support & Maintenance: Annual or monthly charges for technical support, updates, and system health monitoring.

Customization Fees: Additional charges if extensive custom modules or integrations are required.

Initial Training Sessions: Live or virtual training to familiarize users with the platform’s features, workflows, and best practices.

User Guides & Documentation: Detailed manuals, quick-start guides, and FAQs to assist users in navigating the software.

Webinars & Tutorials: Ongoing educational content such as webinars, video tutorials, and knowledge base articles.

Dedicated Customer Success Managers: For enterprise clients, personalized onboarding and regular check-ins to ensure smooth adoption.

Ongoing Support:

• Help Desk/Support Ticketing: Users can submit issues or questions via email or support portals.

• Phone & Chat Support: Real-time assistance during business hours.

• Training Refreshers & Advanced Workshops: Periodic training sessions for existing users to deepen their understanding of new features.

Community & Forums: Access to user communities for peer support and best practices.

Data Encryption: Encryption of data both in transit (SSL/TLS) and at rest.

Access Controls: Role-based access management to restrict data and feature access.

Regular Security Audits: Routine assessments and vulnerability scans.

Compliance Standards: Adherence to industry standards like GDPR, HIPAA (if applicable), or SOC .

Secure Data Centers: Hosting on secure, reputable cloud infrastructure such as AWS, Azure, or Google Cloud.

Backup & Disaster Recovery: Regular data backups and recovery plans to prevent data loss.

User Authentication: Multi-factor authentication (MFA) and single sign-on (SSO) integrations for added security.

Frequency:

• Regular minor updates (monthly or quarterly) for bug fixes, security patches, and minor enhancements.

• Major releases (every 6-12 months) introducing new features and significant improvements.

Update Management:

• Automated Updates: For cloud-based deployment, updates are typically automatic or scheduled with minimal user disruption.

• On-Premise Deployment: Users may receive update packages that require manual installation.

• Change Management: Users are often notified in advance of upcoming updates, with release notes detailing enhancements and fixes.

Data Ownership: Typically, WeStrive’s policy asserts that organizations retain full ownership of their data. The platform acts as a data processor, meaning the organization controls, manages, and owns all data input into the system.

Data Access & Rights: Organizations usually have access to their data at any time and can export it in commonly used formats (CSV, Excel, JSON, etc.).

Data Portability: WeStrive generally supports data export features, enabling organizations to retrieve their data for backup or migration purposes.

Data Deletion & Retention: There are often policies around data retention periods after contract termination, with options for organizations to request complete data deletion upon request.

Flexible Scaling: WeStrive typically offers flexible plans, allowing organizations to scale up or down based on current needs.

Subscription Adjustments: Changes to user licenses or features can often be made through the administrator portal or by contacting support.

Cost Implications: Scaling up usually involves upgraded licenses or increased resource allocations, with adjustments in monthly or annual billing.

Contract Terms: Many providers offer rolling or annual contracts with renewal options, and scaling provisions are designed to accommodate organizational growth or downsizing without penalty.

Renewal Policy: Automatic renewal is common unless explicitly canceled before the renewal date, with renewal terms outlined in the contract.

Notice Period: Typically, a 30-60 day notice is required to cancel or renegotiate the contract before renewal.

Termination & Data Return: Upon cancellation, organizations are generally entitled to a final data export, with specific procedures and timelines (e.g., 30 days to retrieve data).

Refunds & Penalties: Refund policies vary; some contracts may include early termination fees, while others are month-to-month for flexibility.

Transition Support: During contract termination, support is often available for data migration and transition to another platform.

GDPR (General Data Protection Regulation): Ensures data privacy and rights for users in the EU.

HIPAA (Health Insurance Portability and Accountability Act): If applicable, for healthcare data security.

SOC 2 (Service Organization Control): Demonstrates controls for security, availability, processing integrity, confidentiality, and privacy.

ISO/IEC 27001: International standard for information security management systems.

CCPA (California Consumer Privacy Act): Data privacy rights for California residents.

Other Certifications: Depending on client needs, additional compliance certifications or audits may be available upon request.