ExceedFurther

Requirement Gathering and Planning: Identify specific business needs and define core functionalities to be deployed first, adopting a phased implementation approach to deliver early value and allow future enhancements. This includes defining data integration, reporting needs, and workflow customizations.

Configuration and Customization: ExceedFurther allows customization of screen layouts, dashboards, fields, and workflows to fit the nonprofit’s work style and processes.

Data Preparation and Migration: Clean, structured data is prepared and imported into the system, ensuring smooth integration with existing platforms.

Testing: The software is tested for functionality, user acceptance, and integration.

Training: Staff and users receive training to ensure effective adoption.

Deployment and Go-Live: The system is launched with ongoing support.

Post-Implementation Support: Continuous monitoring, maintenance, and optimization.

Users can customize screen layouts, dashboards, and data fields to match their workflows and work styles.

The software supports configurable reports, email templates, and communication tools tailored to organizational requirements.

Features such as donor management, grant management, volunteer coordination, event management, and fundraising campaigns can be tailored.

Custom registration forms, membership levels, and auction management tools can be designed to fit unique operational needs.

Integration with third-party platforms like Constant Contact and Mailchimp for email marketing is supported.

The system supports multi-channel communication including SMS and email with customizable templates.

Setup Fees: Charges for initial configuration, customization, and data migration services.

Licensing or Subscription Fees: Ongoing costs for software access, which may vary by user count or feature set.

Maintenance and Support Charges: Fees for ongoing technical support, software updates, and troubleshooting.

Training Costs: Expenses related to user training sessions and materials.

Implementation Services: Costs for consulting, project management, and integration services to ensure alignment with business goals.

Arreva Academy: Offers free, short, focused training webinars covering fundamental and advanced features of ExceedFurther, such as managing widgets and dashboards, database management, and setting up donation webpages.

Self-Paced eLearning: Recorded training videos are available for anytime, anywhere access, allowing users to learn at their own pace.

Instructor-Led Web-Based Training: Personalized one-on-one or small group sessions focusing on specific areas such as report generation, code use, or data analysis.

Instructor-Led Onsite Training: Trainers can visit client locations to provide hands-on training for individuals or groups up to 10 attendees, tailored to the organization's needs.

Data encryption in transit and at rest to protect sensitive donor information.

Role-based access controls to ensure users have appropriate permissions

Regular backups and disaster recovery plans to safeguard data integrity

Secure hosting environments with firewalls and intrusion detection.

Compliance with relevant data privacy regulations (e.g., GDPR, HIPAA where applicable).

ExceedFurther regularly releases software updates to enhance functionality, fix bugs, and improve security.

Updates are managed centrally by the vendor as a cloud-based solution, meaning clients receive updates seamlessly without needing manual installation

Training resources and webinars often include information on new features and changes to help users stay current.

The vendor provides ongoing support to assist clients in adapting to updates and maximizing software benefits.

Customers retain full ownership of all Customer Materials and Customer Data. The agreement explicitly states that ExceedFurther (via Arreva) does not acquire any ownership rights to customer data or materials.

Customers grant ExceedFurther and its licensors a limited license to use the data solely to provide subscription and consulting services as agreed.

Customers have rights to store, access, and download their data for internal business purposes during the subscription term

The software provider commits not to sell or share customers' personal information with third parties outside the scope of service provision and applicable laws.

Data portability is implied through customers’ ability to download and export their data, supporting transfer or migration if needed.

The vendor may establish, limit, revoke, or change service capacity, usage limits, and credit terms at its sole discretion, with or without notice.

This implies flexibility for customers to scale usage, but specific contractual terms on scaling (e.g., pricing adjustments or minimum commitments) are not detailed in the available information.

Automatic Renewal: Unless the customer provides at least 30 days' advance written notice before the end of the current subscription term, the contract automatically renews for the same duration as the original term (e.g., a one-year contract renews for one year, a three-year contract renews for three years).

Notice Period for Non-Renewal: Written notice of non-renewal must be sent no more than 90 days but no less than 30 days before the subscription term ends. Notice can be sent via email to [email protected].

Access Suspension on Non-Renewal: If proper notice is not given and payment is not made within 48 hours after expiration, Arreva may revoke access to the portal, constituent data, and website content. If payment or notice is not received within 30 days after expiration, Arreva is under no obligation to maintain customer data or content.

Non-Cancellable Long-Term Contracts: For 3-year or 5-year contracts, the subscription cannot be canceled before the end of the full contract term; early cancellation is not allowed

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Fee Adjustments: If usage exceeds contracted limits (e.g., number of constituents or emails sent), subscription fees will be adjusted upward at the start of the next billing period and will not decrease even if usage drops later.

FERPA Compliance: ExceedFurther acts as a “School Official” under the Family Educational Rights and Privacy Act (FERPA) for education records, ensuring protection of student data[context from prior knowledge].

CCPA Compliance: Functions as a service provider under the California Consumer Privacy Act (CCPA), adhering to consumer privacy requirements[context from prior knowledge].

Student Privacy Laws: Complies with various U.S. state student privacy laws as an Operator or Technology Provider[context from prior knowledge].

Data Security Measures: Implements reasonable administrative, physical, and technical safeguards to protect customer data, with commitments to update security protections without materially decreasing controls[context from prior knowledge].

General Data Protection: Maintains policies that prevent selling or sharing customer personal information outside the scope of service provision and applicable laws[context from prior knowledge].