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Klipfolio
by Klipfolio
by Klipfolio
Profile Information Last updated on: 1 July 2024
Profile Information Last updated on: 1 July 2024
We help make selecting a software for your business effortless, economical and efficient.
by Klipfolio
by Klipfolio
Profile Information Last updated on: 1 July 2024
Profile Information Last updated on: 1 July 2024
Klipfolio does not explicitly mention the typical implementation process or timeline for their software. However, we can infer some details about getting started with their platform:
Klipfolio offers a free tier to try out their services. This likely allows new users to explore the platform's capabilities and get familiar with building dashboards and visualizations before committing to a paid plan.
The website highlights the ability to "Get Started Free" on multiple occasions, suggesting a self-service onboarding process where users can sign up and begin using the platform relatively quickly.
Some key features mentioned that may be part of the implementation process include:
- Connecting data sources (spreadsheets, SQL databases, REST APIs, etc.)
- Defining metrics and creating a centralized metric catalog
- Building dashboards and reports with customizable visualizations
- Sharing dashboards and metrics with team members
While no specific timelines are provided, the emphasis on ease of use, extensive documentation, AI-powered help, and a free tier implies that Klipfolio aims to streamline the implementation process for new users to get up and running quickly, likely within days or weeks depending on the complexity of the use case and data sources involved .
Yes, Klipfolio software can be highly customized to fit specific business needs. Here are several data points that highlight its customization capabilities:
Customization Features
1. Custom Visualizations:
- Klipfolio allows users to create custom visualizations using HTML, CSS, and JavaScript. This enables the creation of unique themes and the modification of display properties to match specific business requirements .
2. Custom Metrics and Calculations:
- Users can create custom metrics, calculated metrics, and instant metrics. This flexibility allows businesses to tailor their dashboards to track the specific KPIs and metrics that matter most to them .
3. Integration with Multiple Data Sources:
- Klipfolio supports integration with over 130 data services, including SQL databases, Google Sheets, Excel, and various web services. This allows businesses to pull in data from multiple sources and create comprehensive dashboards .
4. Klip Editor:
- The Klip Editor provides extensive customization options, including filtering, grouping, aggregating, and sorting data. Users can dynamically assign values based on user input and properties, making it possible to create highly interactive and tailored dashboards .
5. Pre-Built and Custom Templates:
- Klipfolio offers pre-built dashboard templates for various use cases, such as social media and SEO dashboards. These templates can be customized further to meet specific business needs .
6. Automated Reporting and Sharing:
- The software supports automated reporting, allowing users to schedule reports and share them via email or published links. This ensures that stakeholders receive timely updates tailored to their needs .
7. Client Management:
- Klipfolio's Client Management platform scales with business needs, making it suitable for managing multiple client accounts with customized dashboards for each client .
8. Custom Theming:
- Administrators can override default themes and apply custom themes to dashboards, ensuring that the visual presentation aligns with the company's branding and aesthetic preferences .
9. Priority Support and Training:
- Klipfolio offers priority support and customized training plans to help businesses get the most out of their dashboards. This includes one-on-one time with Klipfolio experts and access to certified partners for building custom dashboards .
10. Real-Time Data Updates:
- The platform supports real-time data refreshes, ensuring that dashboards always display the most current information. This is crucial for businesses that rely on up-to-date data for decision-making .
Examples of Customization
- Sales Dashboards:
- Businesses can create sales leaderboards, monitor inventory, and track sales performance using custom metrics and visualizations .
- Marketing Dashboards:
- Users can integrate data from Google Analytics, Facebook Ads, Salesforce, and other marketing tools to create dashboards that provide a comprehensive view of marketing performance .
- Operational Dashboards:
- Custom dashboards can be built to monitor operational metrics, such as production efficiency, supply chain performance, and other critical business operations .
When building and maintaining a website, there are several additional costs beyond the initial setup. These costs can include setup fees, ongoing maintenance, and support charges. Here is a detailed breakdown based on the provided sources:
Setup Fees
1. Domain Name:
- Cost: $0.99 to $60+ per year.
- Example: Registering a domain name typically costs between $10 and $20 per year[16].
2. Web Hosting:
- Cost: $2 to $500 per year[16].
- Example: Shared hosting plans can start as low as $2.95 per month, while more robust plans for high-traffic sites can cost significantly more.
3. SSL Certificate:
- Cost: $0 to $1,000 per year[16].
- Example: Some hosting plans include a free SSL certificate, but premium certificates with advanced features can cost up to $1,000 per year[16].
4. Website Design and Development:
- Cost: $100 to $5,000+ for professional web design.
- Example: Hiring a freelancer for a small business website can cost between $1,500 and $5,000.
Maintenance Costs
1. Monthly Maintenance:
- Cost: $5 to $5,000 per month.
- Example: Personal websites may cost as little as $5 to $25 per month, while eCommerce sites can cost $750 to $5,000 per month.
2. Annual Maintenance:
- Cost: $300 to $60,000 per year.
- Example: Small to medium business websites may cost $35 to $500 per month, translating to $420 to $6,000 per year.
3. Content Updates:
- Cost: $0 to $3,000 total[15].
- Example: Regular updates to content, such as blog posts or product listings, can vary widely depending on the frequency and complexity of updates[15].
4. Security and Performance Monitoring:
- Cost: $0 to $85 per month for security scans.
- Example: Regular security scans and performance monitoring are essential to maintain website security and functionality.
Support Charges
1. Technical Support:
- Cost: $0 to $3,000 per month[17].
- Example: Basic technical support might be included in hosting plans, but more comprehensive support packages can cost significantly more[17].
2. Dedicated Support:
- Cost: $60 per hour for independent technicians or $0 to $1,000+ per month for retainer-based support[17].
- Example: Dedicated support agreements tailored to specific needs can be more expensive but provide personalized service and dedicated resources[17].
3. SEO and Marketing Services:
- Cost: $0 to $10,000 per month.
- Example: Search engine optimization (SEO) and digital marketing services can vary widely based on the scope and frequency of services required.
Klipfolio offers a comprehensive range of training and support options to help new users get started and make the most of their platform. Here are the key training and support services provided:
Training Options
1. Onboarding & Training:
- Klipfolio offers customized onboarding and training sessions delivered by their Professional Services experts. These sessions are tailored to meet the needs of both technical and non-technical users, ensuring that everyone can effectively use the platform .
- The onboarding service is priced at $220 USD per hour, with a minimum of 5 hours required .
2. Workshops and Webinars:
- Klipfolio provides live and recorded webinars that cover various aspects of using the platform. These webinars are conducted by their world-class support staff and are designed to help users build their skills .
3. Quick Tips and Tutorials:
- The platform offers quick tips from experts, as well as detailed blogs and tutorials on topics such as designing dashboards, building data visualizations, and connecting with data sources .
4. Videos:
- For users who prefer visual learning, Klipfolio has a collection of instructional videos that demonstrate how to perform various tasks within the platform .
5. Partner Program:
- Klipfolio has a Partner Program that provides additional resources and support for businesses that want to work with certified Klipfolio partners. These partners can help with planning, deploying, and managing Klipfolio accounts .
Support Options
1. Technical Support:
- Users can submit support tickets to Klipfolio's technical support team for assistance with building dashboards and resolving issues. This service is available to all users .
2. Dedicated Data Hero:
- Klipfolio offers a subscription service called "Dedicated Data Hero," which includes monthly one-on-one training sessions and priority support. This service is priced at $379 per month and includes 2 hours of customized sessions each month .
3. Knowledge Base and Support Centre:
- Klipfolio maintains an extensive knowledge base and support center with hundreds of resources, including articles, guides, and FAQs, to help users find answers to their questions independently .
4. Priority Support:
- Priority support is available as part of the Dedicated Data Hero subscription, ensuring that users receive prompt and personalized assistance .
5. Community and Forums:
- Klipfolio provides access to community forums where users can ask questions, share tips, and learn from each other .
Additional Resources
- Proof of Concept (POC):
- Klipfolio's Professional Services Team can create a proof of concept for a user's project, providing an assessment and a step-by-step plan for implementation .
- Quickstart Account Setup:
- This service helps users get up and running quickly by creating a data feed, a metric, and a dashboard. It typically starts at 5 hours, depending on the complexity of the data feed .
- Data Stack Integration:
- Klipfolio's experts can review a user's existing data stack and find the best ways to integrate Klipfolio products .
- APIs, Data Connectors, Data Feeds, and Data Sources:
- The engineering team can handle the technical aspects of navigating APIs and connecting data sources, allowing users to focus on building their dashboards .
- Metric and Visualization Creation:
- Analytics experts can create custom metrics and visualizations based on the user's data feeds or sources .
- Dashboard and Report Creation:
- Klipfolio works with users to create their first set of dashboards and reports, ensuring that they meet reporting requirements and effectively share insights with stakeholders .
These training and support options ensure that new users can quickly become proficient with Klipfolio and leverage its full capabilities to meet their business needs.
To protect data, various security measures are implemented, ranging from encryption to access control and continuous monitoring. Here are the key security measures based on the provided sources:
Encryption
1. TLS/SSL Certificates:
- Purpose: Encrypts data in transit between the user's browser and the web server, ensuring that sensitive information like credit card numbers and personal details are protected from eavesdropping and tampering.
- Implementation: Websites use HTTPS, which is HTTP over TLS (Transport Layer Security), to secure data transmission. SSL certificates are often referred to as TLS certificates and are essential for establishing a secure connection.
2. Data Encryption at Rest:
- Purpose: Protects stored data from unauthorized access by encrypting it on the server or storage device[20].
- Implementation: Data is encrypted using algorithms and keys, making it unreadable without the correct decryption key. This is crucial for protecting data in databases, file systems, and backups[20].
Access Control
1. Authentication and Authorization:
- Purpose: Ensures that only authorized users can access sensitive data and resources[17].
- Implementation: Strong password policies, multi-factor authentication (MFA), and role-based access control (RBAC) are commonly used to verify user identities and restrict access based on user roles[17].
2. User Permissions:
- Purpose: Limits access to sensitive areas of a website to only those who need it[17].
- Implementation: Regularly reviewing and updating user roles and permissions helps maintain security by ensuring that users have the minimum access necessary to perform their tasks[17].
Continuous Monitoring and Audits
1. Security Audits:
- Purpose: Identifies vulnerabilities and weaknesses in the website's infrastructure[17].
- Implementation: Regular security audits and vulnerability assessments help detect and address potential security issues before they can be exploited[17].
2. Real-Time Monitoring:
- Purpose: Detects and responds to security incidents promptly.
- Implementation: Tools like security scanners and monitoring systems continuously check for indicators of compromise or vulnerabilities, alerting administrators to any issues.
Backup and Recovery
1. Regular Backups:
- Purpose: Ensures that data can be restored in case of a cyberattack or data loss[17].
- Implementation: Regularly backing up website data and storing it in a secure location separate from the main server helps minimize downtime and data loss during incidents[17].
Additional Measures
1. Web Application Firewalls (WAF):
- Purpose: Protects against common web-based attacks like SQL injection and cross-site scripting (XSS)[15].
- Implementation: A WAF filters and monitors HTTP traffic between a web application and the internet, blocking malicious traffic and preventing attacks[15].
2. Employee Training and Awareness:
- Purpose: Reduces the risk of security breaches caused by human error.
- Implementation: Regular training sessions on security best practices and awareness programs help employees recognize and avoid potential security threats.
3. Compliance with Security Standards:
- Purpose: Ensures adherence to industry standards and regulations like GDPR, HIPAA, and PCI DSS.
- Implementation: Following guidelines and frameworks such as the NIST Cybersecurity Framework helps organizations maintain compliance and improve their overall security posture.
By implementing these security measures, organizations can significantly reduce the risk of data breaches and protect sensitive information from unauthorized access and cyber threats.
Klipfolio releases updates regularly, and these updates are managed in a structured manner to ensure users have access to the latest features and improvements. Here are the key points regarding the frequency and management of updates:
Frequency of Updates
1. Regular Updates:
- Klipfolio frequently updates its platform to introduce new features, enhancements, and bug fixes. For example, updates have been noted in various months such as December 2022 and October 2022, indicating a pattern of regular updates .
2. Data Source Refresh Rates:
- The frequency of data source refreshes can vary based on the pricing plan. Data can be refreshed as frequently as every 15 minutes to every 4 hours, depending on the user's subscription level .
Management of Updates
1. Automated Data Retrieval:
- Klipfolio automates data retrieval for visualizations, with default refresh rates set to every 30 minutes. Faster refresh rates are available on certain subscription plans .
2. Client Instance Updates:
- When changes are made to Klips (individual data visualizations) in a parent account, these changes can be pushed to all client instances. This ensures that updates are consistently applied across all client accounts, maintaining uniformity and reducing manual effort .
3. Notification System:
- Klipfolio has a notification system in place to alert users about upcoming token expirations for services like QuickBooks, Xero, Facebook, Microsoft SharePoint, or Microsoft OneDrive. This helps users manage their integrations proactively .
4. Explorer Feature:
- The Explorer feature allows users to experiment with and analyze their data in a free-form environment. This feature is designed to be highly customizable, enabling users to reset and start over with a click, thus facilitating easy management of data exploration and updates .
5. Customizable Dashboards:
- Users can modify chart colors, apply custom themes, and use dynamic metric naming to personalize their dashboards. These customization options are part of the regular updates that enhance user experience and functionality .
6. Support for New Integrations:
- Klipfolio continuously adds support for new data services and integrations, ensuring that users can connect to a wide range of data sources. This is part of their ongoing updates to keep the platform versatile and comprehensive .
Most of the results discuss data ownership and portability concepts in general, regulations like GDPR, and best practices, but do not mention details for a particular product or company. Without access to (Product name)'s terms of service, privacy policy or other official documentation, I cannot provide their exact stance on these topics. Companies typically outline their data ownership models, roles/responsibilities, and portability rights for users in their legal agreements and policies. If you are able to share those documents from (Product name), I could review them and summarize the relevant sections on data ownership and portability for you.
Klipfolio offers flexible terms for scaling up or down as organizational needs change. Here are the key points regarding these terms:
Scaling Up
1. Adding Users and Dashboards:
- Users can add more dashboards and users to their plan. For example, additional users can be added for $27.5 per user per month, billed annually. Similarly, additional dashboards can be added to the plan .
2. Upgrading Plans:
- Users can upgrade their plans at any time to access more features, higher data refresh rates, and additional capabilities. Upgrading is straightforward and can be done through the Plan page in the account settings .
3. Add-Ons:
- Klipfolio offers various add-ons to enhance the functionality of the platform, such as Data Warehouse Integrations, PowerMetrics AI, Performance Booster, SSL Domain Alias, and Single Sign-On. These add-ons can be purchased to meet specific business needs as they grow .
Scaling Down
1. Downgrading Plans:
- Users can downgrade to a lower-priced plan if they need fewer features or resources. To downgrade, users may need to delete the appropriate number of dashboards or users to match the limits of the new plan .
2. Flexible Payment Plans:
- Klipfolio's payment plans are flexible, allowing users to upgrade, downgrade, or cancel at any time as per their contract. For annual plans, the cancellation takes effect at the end of the current billing period .
3. No Long-Term Commitment:
- There is no required commitment term beyond one month for monthly plans, providing flexibility for organizations to adjust their usage as needed without being locked into long-term contracts .
Additional Considerations
- Notification System:
- Klipfolio automatically notifies users within the app when they run into a limit for their plan, such as the number of users, dashboards, data size limits, and certain sharing features. This helps users manage their plan limits proactively .
- Custom Plans:
- For enterprises and organizations with complex data analytics needs, Klipfolio offers custom plans that can be tailored to meet specific requirements. These plans may include additional features, custom data connectors, and dedicated customer support .
Here are the general terms and conditions for contract renewal and cancellation that can be applied to a product or service. These points cover various aspects of the renewal and cancellation processes:
Contract Renewal Terms and Conditions
1. Renewal Notification:
- Parties must notify each other of their intention to renew the contract within a specified period, typically 6 to 12 months before the contract's expiration.
- Example: "You must give written notice of your decision to renew at least 6 months but not more than 12 months prior to the end of the expiring term".
2. Automatic Renewal:
- Some contracts include an automatic renewal clause, where the contract renews for an additional term unless one party provides notice of non-renewal[10][15].
- Example: "This Agreement shall automatically renew for additional one (1) year terms unless MOKO provides IML written notice of MOKO’s intention not to renew at least 120 days before the renewal date"[15].
3. Modification of Terms:
- During the renewal process, terms and conditions can be renegotiated and amended to reflect changes in requirements, expectations, or market conditions[17].
- Example: "Both parties have the opportunity to reassess and negotiate new terms or make amendments to the existing contract to reflect any changes in requirements, expectations, or market conditions".
4. Compliance and Performance:
- Renewal may be contingent upon the party's compliance with the current contract terms and satisfactory performance.
- Example: "You must comply with our then-current training requirements and have satisfied all monetary and material obligations on a timely basis during the term".
5. Renewal Fees:
- Some contracts may require the payment of a renewal fee.
- Example: "You pay us, at least 30 days prior to the end of the expiring term, a renewal fee in the amount of $20,000".
Contract Cancellation Terms and Conditions
1. Cancellation Notice:
- A specified notice period is required for cancellation, often 24 to 48 hours before the scheduled service or contract end date.
- Example: "Cancellations made 48 hours or less before an appointment will be subject to a rebooking fee".
2. Cancellation Penalties:
- Penalties for late cancellations can include a rebooking fee, a percentage of the service cost, or other specified charges.
- Example: "Cancellations made 48 hours or less before an appointment will be subject to a charge of half of the service rate".
3. Contact Information for Cancellations:
- Clear instructions on how to contact the company to cancel a service, including email, phone, or text options.
- Example: "You can cancel or reschedule an appointment by emailing us at [email protected], texting [xxx-xxx-xxxx], or calling our office at [xxx-xxx-xxxx]".
4. Mutual Agreement for Cancellation:
- If the contract lacks a cancellation clause, parties may negotiate mutually agreeable conditions for cancellation.
- Example: "Initiate communication with the other party to negotiate mutually agreeable conditions for cancellation".
5. Surviving Obligations:
- The cancellation agreement may include any obligations that survive the cancellation and may include an optional mutual release of claims.
- Example: "The agreement will include any obligations that survive the cancellation and may include an optional mutual release of claims".
6. Grounds for Cancellation:
- Contracts can be cancelled for various reasons, including breach of contract, non-performance, or changes in circumstances such as business discontinuation or failure to deliver goods/services.
- Example: "A contract can be terminated if the company goes out of business or implements changes that render the services substantially unavailable to the consumer".
Klipfolio software meets several compliance standards to ensure the security and privacy of user data. Here are the key compliance standards and measures that Klipfolio adheres to:
Compliance Standards
1. General Data Protection Regulation (GDPR):
- Klipfolio complies with GDPR, which is a regulation in EU law on data protection and privacy for all individuals within the European Union and the European Economic Area. This includes measures to protect personal data and ensure data privacy [20].
2. Amazon Web Services (AWS) Compliance:
- Klipfolio hosts its applications and data on AWS, which complies with various industry standards and certifications, including SOC, PCI, and ISO. AWS's compliance ensures that Klipfolio benefits from a secure and scalable cloud platform .
3. Security Measures:
- Klipfolio employs industry-standard security measures to protect personal information against loss, theft, unauthorized access, disclosure, copying, use, or modification. This includes secure transmission protocols (SSL/TLS), encrypted passwords, and network-level firewalls [20].
4. Business Continuity Management:
- Klipfolio's deployment into multiple AWS Availability Zones ensures resilience and high availability, which is crucial for business continuity. This setup allows Klipfolio to continue functioning even in the event of a data center failure .
5. Access Controls:
- The platform uses role-based access controls and detailed event logging to manage and monitor user access. This ensures that only authorized personnel can access sensitive data and that all access is logged and auditable .
6. Data Backup and Recovery:
- Klipfolio performs daily and weekly data backups, with master/slave replication to ensure that database backups are hot-swappable. These backups are stored in different AWS data centers to ensure data recovery in case of an incident .
7. Code Testing and Security Assessments:
- Klipfolio conducts regular code testing for security vulnerabilities, network vulnerability assessments, and selected penetration testing. This proactive approach helps identify and mitigate potential security threats .
Additional Compliance Information
- HIPAA:
- While Klipfolio offers HIPAA-compliant solutions for specific industries like healthcare, it is noted that the service is not universally compliant with the requirements of the United States Health Insurance Portability and Accountability Act of 1996 (HIPAA) except as specified .
By Klipfolio