Assessment and Planning: Initial meetings to understand business needs and objectives. This phase often includes requirement gathering and defining success metrics.

Configuration: Customizing the software’s core features to match business workflows. This may involve setting up user roles, permissions, and documents.

Integration: Connecting Circularo with existing systems (e.g., CRM, ERP) to ensure seamless data flow.

Testing: Conducting thorough testing to identify and fix issues before going live.

Deployment: Transitioning to live operation, which may include migrating existing data into Circularo.

Workflow Modifications: Tailor workflows to align with specific business processes.

User Interface Customization: Options to adapt the layout and design to meet branding requirements.

Integration Capabilities: Support for APIs to connect with third-party applications, ensuring compatibility with existing tools.

Setup Fees: Initial setup fees may vary depending on the size of the deployment and specific customization needs.

Maintenance: Regular maintenance may be included in the licensing fee; however, additional costs can arise for advanced maintenance services or specialized customizations.

Onboarding Sessions: Initial training sessions to familiarize users with the software.

User Manuals and Documentation: Extensive resources available online for self-paced learning.

Webinars: Scheduled online sessions on advanced features and best practices.

Technical Support: Round-the-clock technical support to assist users with any issues they may encounter.

Data Encryption: Encryption in transit and at rest to protect sensitive data.

Access Controls: Fine-grained user permissions to restrict access based on roles.

Regular Audits: Conducting periodic security audits and vulnerability assessments.

Release Frequency: Circularo typically releases updates regularly (e.g., bi-monthly or quarterly), depending on feature developments and security requirements.

Update Notifications: Users are notified in advance about upcoming updates and their features.

Downtime Management: Care taken to minimize downtime during updates, with options for staging updates in non-peak hours.

Data Ownership: Circularo claims that users retain full ownership of their data. The information generated and stored within the platform belongs to the client, not Circularo.

Flexible Pricing Plans: Circularo offers scalable subscription plans that allow organizations to adjust their service level according to their current needs.

Additions or Reductions: Organizations can easily add or remove users to their subscription. Changes typically take effect at the next billing cycle.

Custom Solutions: For companies experiencing rapid growth or downsizing, Circularo may provide tailored solutions to better fit transitional phases.

Contract Duration: Circularo’s contracts are typically available on an annual basis, but longer-term contracts may also be negotiated.

Renewal Terms: Customers are usually notified in advance of contract expiry and given options to renew under existing terms or negotiate new terms. Many plans offer auto-renewal unless otherwise specified.

Cancellation Policy:

• Notice Period: Clients must provide a written notice (often 30 or 60 days) prior to cancellation.

   

• No Early Termination Fee: Generally, Circularo does not impose early termination fees if cancellation is done according to the stipulated notice period.

   

• Final Settlement: Upon cancellation, clients can typically access their data until the end of the billing period to ensure smooth transitions.

GDPR (General Data Protection Regulation): Ensures the protection of personal data for users in the EU.

ISO 27001: Information security management standard, focusing on best practices for managing sensitive company information.

HIPAA (Health Insurance Portability and Accountability Act): Relevant for organizations handling health-related data, ensuring compliance with necessary safeguards.