
Insider offers a highly customizable customer experience platform that allows businesses to craft personalized, data-driven experiences across multiple channels, leveraging AI and machine learning for personalization.
The platform supports various use cases, industries, and business objectives, suggesting that the implementation process may be tailored to each client's specific needs and requirements.
Insider provides training resources, such as tutorials and a help center, to assist users in getting started with the platform.
Cross-Channel Personalization: Insider allows crafting personalized, data-driven customer experiences across 12+ channels, including web, mobile app, email, SMS, and more.
AI-Powered Personalization: Insider harnesses the power of AI and machine learning to predict customer behaviors and deliver relevant, targeted campaigns at scale.
Omnichannel Journeys: Businesses can build seamless omnichannel customer journeys across multiple channels to reach customers wherever they are.
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Tutorials and Training: Insider provides a range of tutorials, including video tutorials on their YouTube channel, to help users get started with the platform.
Helpcenter: Insider's Helpcenter offers technical information, instructions, and the latest developments for their products, as well as assistance with complex issues and software operation.
Data Segregation: Each customer account has a unique code snippet, ensuring logical separation of data from other customers.
User Roles and Permissions: Insider provides user permission levels for specified roles, allowing clients to manage user access and collaboration.
Physical Security: Insider services and data are hosted in Amazon Web Services (AWS) facilities, which are physically protected by security guards, video monitoring, and other on-premise security measures.
Network Security: Insider uses virtual private clouds (VPCs), network access control lists (ACLs), and separate testing and staging environments to prevent unauthorized access.
Employee Vetting and Training: Insider conducts background checks, requires confidentiality agreements, and provides security awareness training to employees.
Secure Engineering Practices: Insider follows secure coding practices, conducts code assessments, and runs security vulnerability assessments.
Regular Updates: Insider software is updated frequently to incorporate new features and improvements. The exact frequency of updates is not specified in the provided sources, but it is implied that updates are rolled out regularly to keep the platform current and effective.
Update Channels: Similar to other software platforms, Insider may use different update channels to manage the release of new features and updates. For example, Microsoft 365 Insider and Windows Insider programs use channels like Beta and Release Preview to gradually roll out updates to users. This approach helps ensure that updates are stable and well-tested before being widely deployed.
Gradual Rollout: Updates are often released gradually to ensure a smooth user experience. This means that new features and improvements are first made available to a smaller group of users for testing and feedback before being rolled out to the entire user base. This helps identify and address any issues early in the process.
User Notification: Users are typically informed about upcoming updates and any potential impact on their operations. This allows them to prepare and adjust their workflows accordingly. Notifications may be provided through in-app messages, emails, or other communication channels.
Structured Process: The update process is managed through a structured approach that includes thorough testing before deployment. This ensures that any new features or fixes do not disrupt the existing functionality of the software. Insider likely follows industry best practices for software development and release management to maintain the quality and reliability of their platform.
Data Segregation:
Each customer account has a unique code snippet (JavaScript client) to ensure logical separation of data from other customers. This prevents data from being mixed or accessed by unauthorized parties.
User Roles and Permissions:
Insider provides user permission levels for specified roles, allowing clients to manage user access easily. This includes roles for managing users, collaboration, editing, and reading. Different levels of permission can be granted to each user based on their role.
Physical Security:
Insider services and data are hosted in Amazon Web Services (AWS) facilities in Ireland (eu-west 1). Access to data centers is strictly limited to authorized personnel with verified biometric identity. AWS data centers are protected by security guards, video monitoring, and other on-premise security measures.
Network Security:
All Insider servers are within a virtual private cloud (VPC). Network access control lists (ACLs) are in place to prevent unauthorized requests. Testing and staging environments are kept physically separate from the production environment, and service data is not used in development or test environments.
Incident Response:
Insider has an Incident Response team to quickly and systematically respond to security incidents. This team is responsible for addressing and mitigating any security breaches.
Disaster Recovery and Backups:
Insider uses AWS, a well-known cloud service provider, for disaster recovery. Sensitive data is replicated and stored across multiple data centers to mitigate service interruption risks. Daily, weekly, and monthly backups of data are performed to ensure data availability and integrity in case of a disaster.
Security Awareness and Training:
Insider has a comprehensive set of security policies available to employees and contractors. All employees must complete Security Awareness Training upon onboarding, which is repeated annually. Engineers also receive secure coding training once a year. Regular in-depth security tests are conducted by third-party consultancies, and engineers regularly test the code base for potential vulnerabilities.
Employee Vetting and Confidentiality:
Insider follows a zero-trust policy, ensuring that visitor and account data stored on Insider’s servers cannot be accessed by employees or contractors unless necessary for customer support. All employee access to servers is logged and audited. Employees undergo background checks and are required to sign confidentiality agreements. Any abuse of access privileges results in disciplinary action, including termination.
Product Security and Code Assessments:
Insider conducts in-depth third-party security vulnerability assessments using end-to-end, unit, and integration tests. Deployment controls such as blue-green deployment and change management are in place. Engineers conduct peer coding and reviews, and automated code tests are designed to detect and fix common vulnerabilities. Manual tests are conducted on sensitive areas of the code base, and periodic security scans are performed semiannually.
Availability Controls:
Flexible Subscription Plans: Enterprise software platforms like Insider typically offer flexible subscription plans that allow businesses to adjust their usage based on their current needs. This can include scaling up to accommodate more users, additional features, or higher data volumes, as well as scaling down if fewer resources are needed.
Custom Pricing: Insider's pricing model is subscription-based and custom-tailored to each client's specific requirements. This suggests that the terms for scaling up or down would be negotiated as part of the subscription agreement, allowing for adjustments in pricing based on changes in usage.
Support for Growth: Insider's platform is designed to support businesses of all sizes, from startups to large enterprises. This implies that the platform can handle increasing volumes of data and support a growing number of users without degradation in performance, making it suitable for scaling up as the business grows.
Automatic Renewal:
Contracts may include automatic renewal clauses, where the agreement is renewed for a specified period unless either party provides notice of termination within a certain timeframe before the renewal date.
For example, a contract might automatically renew for a one-year term unless terminated by written notice at least 60 days before the expiry of the current term.
Subscription Renewal:
Subscriptions for software, support services, and cloud services will automatically renew for a term equal to the previous subscription term unless canceled by providing written notice 90 days prior to the end of the subscription term.
Renewal fees and any additional charges will become due and payable as mutually agreed upon if no cancellation notice is received.
Cancellation Terms:
Either party may terminate the agreement by providing written notice if no purchase order is in effect.
Upon termination or expiration of the agreement, all software licenses, service access, and professional services granted under the agreement will automatically terminate.
GDPR Compliance:
Insider is fully committed to complying with the General Data Protection Regulation (GDPR). This includes offering opt-out options, entering into Data Processing Agreements, and ensuring lawful, transparent, and fair data processing actions.
Insider stores data in an EU-based data center (Amazon Web Services in Dublin, Ireland) to comply with GDPR requirements.
Data Security Measures:
Insider implements robust security measures, including data segregation, user roles and permissions, physical security, network security, employee vetting and training, secure engineering practices, and disaster recovery and backups.
Data Processing Addendum (DPA):