Esker
By Esker
Needs Assessment: Initial meetings to understand business requirements and define objectives.
Planning: Creating a project plan that outlines the implementation timeline, resources needed, and key stakeholders.
Configuration: Setting up the Esker software according to the specified business processes, which may include document workflows, integrations with ERP systems, and customizations.
Testing: Conducting thorough testing to ensure all configurations work as intended and to catch any issues beforehand.
Go Live: Officially launching the software, transitioning from any legacy systems if applicable.
Workflow Configuration: Users can customize workflows to reflect internal processes.
Integration Capability: Esker can integrate with various ERP systems (like SAP, Oracle), allowing for tailored data flow.
User Interface: Custom branding and user-specific features can be configured to improve user experience.
Document Generation: Customized document templates for invoices, purchase orders, and other outputs can be developed.
Setup Fees: These vary depending on the complexity of the implementation but can range from a few thousand to tens of thousands of dollars.
Maintenance Fees: Annual maintenance costs are typically a percentage of the total software price. This could range from 15% to 25%.
Support Charges: Esker offers support that can be included in the licensing agreement or charged separately based on service levels desired.
Documentation and User Guides: Comprehensive resources are provided, covering installation, setup, and usage.
Onboarding Training: Dedicated sessions for new users to familiarize them with the software (can be in-person or remote).
Webinars and eLearning: Regular training sessions available online for users to take at their convenience.
Customer Support: Ongoing support via email, phone, or chat, with different tiered options available depending on the support package selected.
Data Encryption: Data in transit and at rest is typically encrypted using industry-standard encryption techniques.
Access Controls: Role-based access controls to ensure only authorized personnel can access sensitive information.
Regular Audits: Frequent security assessments and audits to identify vulnerabilities.
Compliance Certainty: Ensures compliance with security standards and regulations (e.g., GDPR, HIPAA, etc.).
Backup Solutions: Regular data backups and disaster recovery solutions to protect against data loss.
Feature Enhancements: New tools and functionalities developed in response to user feedback or market trends.
Security Patches: Regular updates to address potential vulnerabilities and enhance security.
Performance Improvements: System optimizations to improve usability and efficiency.
Automated Updates: Depending on the deployment option (cloud vs. on-premise), updates can be automatically applied without significant downtime.
User Notifications: Customers are usually notified in advance of upcoming updates, allowing them to prepare for changes.
Scalability: Customers can easily scale up or down based on their needs, typically without facing significant penalties.
Adjustable Licensing: This can mean increasing the number of user licenses or adding modules as needed, which can be executed at predetermined intervals or just-in-time based on operational requirements.
Contract Duration: Typically, contracts are set for a minimum duration (usually 1 to 3 years), with options for renewal.
Renewal Terms:
Automatic Renewal: Many contracts may include an automatic renewal clause unless otherwise terminated in writing within a specified notice period (commonly 30 to 60 days before the renewal date).
Price Adjustments: There may be terms regarding adjustments in pricing upon renewal, requiring prior notification.
Cancellation Policies:
Notice Period: Customers must provide notice of cancellation within a determined timeframe (often 30 to 90 days) before the expiration of the current contract term.
GDPR: Compliance with the European Union’s General Data Protection Regulation, governing data privacy and protection for individuals within the EU.
HIPAA: Assurance of compliance with the Health Insurance Portability and Accountability Act for customers in the healthcare sector.
ISO/IEC 27001: Adherence to standards for information security management systems (ISMS).
SOC 2: Service Organization Control 2 compliance, which verifies the effectiveness of internal controls related to security, availability, processing integrity, confidentiality, and privacy.
