Empiraa
By Empiraa PTY LTD
Empiraa typical implementation process:
Account setup: Register your consultancy or organization and set up user roles and permissions for consultants and clients.
Strategy onboarding: Upload static strategy documents or business plans, or use the AI tool to generate strategies from scratch or from more than 200 built-in templates.
AI analysis and plan conversion: Empiraa’s AI converts uploaded documents into dynamic strategies, breaking them into actionable goals, objectives, and timelines within a client dashboard.
Customization and refinement: Consultants review, edit, and tailor strategies, objectives, KPIs, and reporting formats to fit each client's needs.
Integration and automation: Activate integrations (Zapier, native, planned Google/Microsoft) to sync with project management, communication, and reporting tools, centralizing data and automating workflows.
Client collaboration setup: Onboard clients, assign sub-accounts, and provide access to dashboards for ongoing engagement and automated progress tracking.
Training and walk-throughs: Users access tutorials, guided walk-throughs, and support materials on building action plans, using reporting features, and leveraging AI insights.
Live collaboration and launch: Consultants and clients can immediately start using dashboards, hosting meetings, and tracking accountability in real time.
Empiraa is highly customizable to fit a wide range of business and consulting needs:
Consultants can upload unique strategy documents or business plans, and Empiraa’s AI dynamically converts them into live, actionable strategies tailored for each client.
Over 200 industry-tested strategy, goal, objective, and agenda templates are available and fully editable, enabling users to build from best-practice frameworks or customize every detail from scratch.
Strategic plans can be refined through guided AI chat, offering suggestions, structuring objectives, and surfacing risks or opportunities specific to each engagement.
Goal setting, core values, vision statements, and KPIs are all customizable at both organizational and client levels, supporting various industries, business sizes, and regional practices.
Dashboards and reporting features can be adjusted to track specific metrics, display only relevant client information, and generate reports in custom formats for each audience.
Automated client progress tracking, accountability check-ins, and report delivery can be configured based on client preferences, engagement cadence, or consultant workflow.
Sub-accounts and multi-client management panels allow consultants to segment work, assign permissions, and set distinct delivery standards for each client or team.
Each client can have a custom repository of strategy documents, templates, and progress records, supporting tailored repeat engagements or sector-specific processes.
Empiraa’s automation and integration (Zapier; soon, native Google/Microsoft) support connecting to preferred project management, communication, file management, and reporting tools.
Empiraa offers a range of training and support resources to help new users get started and maximize value:
Users can access step-by-step tutorials, onboarding guides, and support documentation directly within the platform, making it easy to learn features such as AI-powered strategy conversion, dashboard setup, template use, and progress tracking.
The platform provides in-app guidance, walkthroughs, and contextual tips to help first-time users set up strategies from scratch, upload existing plans, and tailor dashboards for client management.
Consultants and clients benefit from guided AI chat that assists in structuring objectives, surfacing insights, and customizing strategies as they build or refine plans.
An online knowledge base and regular updates provide best-practice guidance, platform enhancements, and answers to frequently asked questions.
New users can also engage support via live chat and help desk channels for troubleshooting, deeper onboarding, or assistance with integrations.
Training resources are available for both consultants and their clients, ensuring that all users—from administrators to end clients—can work efficiently and independently within Empiraa’s intuitive interface.
Empiraa employs several security measures to protect user and client data across its strategy execution platform:
Data encryption: All information is encrypted during transmission and at rest, ensuring sensitive business strategies, objectives, and client records are safeguarded from unauthorized access.
Role-based access control: Customizable permissions allow consultants to set specific access rights for sub-accounts, clients, and internal users, supporting strict data segregation and confidentiality.
Secure authentication: Strong password policies and secure login processes help prevent unauthorized account access, supporting both consultant and client data security.
Cloud infrastructure: Empiraa leverages reputable, industry-standard hosting providers that offer physical and network security, redundancy, and automated backup protocols.
Regular updates: The platform is frequently updated with security patches and improvements to address evolving vulnerabilities and maintain compliance with changing privacy standards.
Data export and portability: Users retain the ability to export strategy, dashboard, and reporting data in standardized formats, ensuring data is not locked in and can be securely retained or migrated.
Empiraa releases software updates frequently, with new features, improvements, and security enhancements delivered on a rapid, ongoing basis—often monthly or even faster as part of their agile development cycle. Updates are managed centrally through its cloud platform, allowing all users to benefit from new functionality and patches automatically without manual installation. Customers are notified in-platform and via release notes or updates, ensuring users are aware of new features, changes, and best practices. This SaaS approach ensures that consultants and their clients always have access to the latest Empiraa capabilities and security protections without service interruptions.
Empiraa’s policy on data ownership and portability provides users with full control and flexibility over their information:
Data ownership: All business plans, strategy documents, objectives, progress data, and client records entered or generated in Empiraa remain the exclusive property of the user or consultancy; Empiraa functions as a data processor and does not claim user data.
Data portability: Users have the ability to export strategy plans, dashboards, reports, and supporting documents in standard formats, enabling easy migration, analysis, backup, or offboarding.
Self-service control: Consultants and admins can manage access permissions, initiate data exports, and control sub-account data retrieval or deletion directly within the platform.
Data retention and deletion: Upon contract termination or at the user’s request, Empiraa supports exporting and secure deletion of all account data in accordance with privacy laws, including GDPR’s right to erasure.
Empiraa offers flexible terms for scaling up or down to support evolving organizational and consulting needs:
Users can upgrade their subscription at any time to add more client seats, users, or advanced features, with billing automatically adjusted on a pro-rata basis for new service levels.
Downscaling (reducing users, clients, or moving to a lower pricing tier) can be performed in the account management portal and typically takes effect at the end of the current billing cycle, aligning future charges with the chosen plan.
No penalties or hidden fees are imposed for scaling up or down; organizations pay only for the active users, features, and client accounts in their plan.
Role changes, client sub-account management, and delivery scope adjustments can be handled within the platform, enabling consultants to tailor Empiraa’s usage according to project or business fluctuations.
All strategic data, client records, and reporting history remain accessible and preserved during scale adjustments, ensuring continuity and auditability.
Empiraa customer support is available to help manage transitions, bulk changes, and to provide guidance if significant scaling needs or migrations arise.
Empiraa’s contract renewal and cancellation terms are structured for simplicity and user control:
Automatic renewal: Subscriptions typically auto-renew at the end of each billing period unless canceled by the user ahead of the renewal date.
Cancellation policy: Users may cancel their subscription at any time before renewal via the account portal, with service continuing until the end of the current prepaid period or contract term.
Refunds: Prepaid subscription fees for unused periods are generally non-refundable unless required by law or covered in custom contract terms.
Notice period: Cancellation must be requested before the next billing cycle begins to avoid renewal charges.
Service changes: Users can upgrade, downgrade, or adjust the number of licenses at renewal, with billing automatically adjusted for new service levels.
Data retention and export: After cancellation, users are able to export their strategy and client data; Empiraa retains user data for a limited period post-cancellation to allow for account recovery or data transition, after which data is deleted according to privacy policies.
Termination for cause: Empiraa may terminate service immediately for breach of terms of use, violations of law, or non-payment, with provisions for data export and secure account closure.
Surviving clauses: Confidentiality, data privacy, and liability terms typically remain in effect after cancellation or contract end to protect user information.
Empiraa is designed to comply with key data privacy and security standards common to SaaS platforms:
GDPR compliance: Empiraa implements controls that support General Data Protection Regulation (GDPR) requirements, such as user data access, correction, deletion, and portability, ensuring protection for users in the EU and globally.
Data encryption and secure storage: All data is encrypted both in transit and at rest, helping meet security requirements for handling sensitive client and organizational information.
Role-based access and data segregation: The solution supports strict access controls and account management, aiding compliance with IT governance and auditability best practices found in frameworks like ISO 27001.
Regular security auditing and updates: Ongoing security reviews and frequent platform updates help Empiraa stay aligned with current privacy standards and threat landscapes.
