Vertican Collection-Master typical implementation process:

1. Initial Consultation and Planning: This phase involves understanding the client's specific needs and requirements. Vertican's team works closely with the client to outline the goals and objectives of the software implementation.

    

2. Configuration and Customization: Based on the initial consultation, the software is configured and customized to meet the client's unique business processes. This step ensures that the software aligns with the client's operational workflows.

    

3. Data Migration: Existing data from the client's current systems is migrated to the new Vertican software. This step is crucial for maintaining continuity and ensuring that historical data is preserved and accessible.

    

4. Training: Vertican provides comprehensive training for the client's staff to ensure they are proficient in using the new software. This training can be conducted on-site or remotely, depending on the client's preference.

    

5. Testing and Quality Assurance: Before the software goes live, it undergoes rigorous testing to identify and resolve any issues. This phase ensures that the software functions correctly and meets the client's expectations.

    

6. Go-Live and Support: Once testing is complete and the client is ready, the software is deployed. Vertican offers ongoing support to address any post-implementation issues and to assist with any questions or concerns.

Vertican Collection-Master customization process:

1. Compliance Management: Vertican's software, such as Vertiply Compliance, supports custom rules and compliance strategies, allowing businesses to tailor the software to their specific regulatory requirements.

    

2. Industry-Specific Customization: Vertican's solutions are designed to serve specific industries, such as debt collection agencies and enterprises, which implies a level of customization to meet industry-specific needs.

    

3. Integration Capabilities: Vertican's Q-LawE platform, for example, integrates with other systems like ProVest to automate legal service processes, which can be customized to fit the workflow of legal firms.

    

4. Custom Reports and Fields: The software allows for the creation of custom reports and fields, enabling users to tailor the application to their specific data tracking and reporting needs.

    

5. Vertical SaaS Features: Vertican's vertical SaaS solutions offer industry-specific tools and functionalities, which can be customized according to a company’s exact requirements. This includes features like electronic medical record-keeping for healthcare or customer relationship management for financial services.

Vertican Collection-Master training and supports:

1. Onsite and Remote Training: Vertican offers both onsite and remote training options. Onsite training can be conducted at the client's location or at Vertican's headquarters, while remote training is available through various web platforms such as Zoom, Webex, and Ring Central.

    

2. Web Software Training Workshops: These workshops provide real-time instruction, allowing users to follow along with the instructor through the software screens without leaving their office. This is particularly useful for geographically dispersed teams.

    

3. Classroom Software Training Workshops: Held at Vertican's corporate office, these workshops cover the basics of their software functions and are available upon request. They include hands-on exercises to ensure practical understanding.

    

4. Mastermind Series: The Mastermind Series (MMS) is a virtual high-level training series presented by Vertican's subject matter experts. This series is designed to provide in-depth knowledge and best practices for using Vertican's software.

    

5. Support Services:

    

   • Vertican offers robust support services, including emergency support on weekends and holidays. Emergency support is available at a charge of $295 per incident, with support staff available to return calls within 30 minutes.

      

   • Regular support is provided through phone, email, and a dedicated support portal. Customers are encouraged to designate support coordinators to streamline the support process and ensure privacy and security.

Vertican's Collection-Master software, which integrates with tools like vMedia for document management, implements several robust security measures to protect user data:

1. SQL Server Integration: Collection-Master integrates with SQL Server for secure data storage and management. This ensures robust encryption, controlled access, and seamless database scalability, which are essential for maintaining data integrity and security.

    

2. User Access Controls: The software incorporates detailed access control mechanisms, such as role-based permissions. Only authorized users with proper credentials can access specific features or sensitive data, safeguarding against unauthorized access​.

    

3. Encryption and Data Handling: Encryption protocols secure the transfer and storage of sensitive data. Additionally, features like intelligent content rotation and automated document filing in vMedia ensure proper handling and indexing of scanned or imported documents, reducing the risk of data mishandling​

    

4. Integration with Secure Systems: Collection-Master allows seamless integration with other systems while maintaining secure communication and data handling protocols. This ensures data is protected even during workflows involving multiple platforms​.

    

5. Compliance with Industry Standards: Vertican emphasizes alignment with legal and financial compliance standards, given its focus on collections. This helps ensure the software meets high benchmarks for data protection.

Vertican Collection-Master typically releases updates at regular intervals to ensure compatibility with new technologies, address bugs, and introduce feature enhancements. The update process is managed through a structured deployment strategy that often involves clear instructions for installations and compatibility checks. Updates include improved functionality for integrated tools like MS Word or other applications essential for document processing. Additionally, Vertican emphasizes user support during updates, providing resources through its portal and technical assistance​.

Vertican Collection-Master data ownership and portability:

1. Data Ownership:

    

   • Vertican's privacy policy states that customer data is collected to improve communication and maximize the benefits of using their products. The data is not shared with third parties without consent, except under specific agreements that protect privacy.

      

   • Customers have the right to access and correct any information Vertican has collected about them. This ensures transparency and control over personal data.

      

2. Data Portability:

    

   • Vertican supports data portability, allowing customers to transfer their data between different systems or platforms. This is crucial for compliance with regulations like GDPR and CCPA, which mandate the right to data portability.

      

   • The Vertiply Compliance software, along with the VertiplyDataLink (VDL) portal, facilitates the seamless transfer of compliance data across different business partners and systems. This ensures that data can be easily moved and managed within the compliance ecosystem.

      

3. Security Measures:

    

   • Vertican implements robust security measures to protect data during transfer. This includes encryption and secure transmission methods to prevent unauthorized access and data breaches.

      

   • The company also adheres to industry standards and regulations to ensure the integrity and confidentiality of data throughout its lifecycle.

Vertican Collection-Master terms and conditions:

1. Contract Renewal:

    

   • Automatic Renewal: Contracts typically include an automatic renewal clause. If a contract renewal date passes without notice, a new contract will be created automatically, and parties will continue to be bound by the terms described.

      

   • Notice Period: For any agreement with a term of one year or longer, a cancellation of the renewal must be received at least 30 days prior to the last day of the term.

      

   • Price Adjustments: Any increase in prices for subsequent terms is limited to a maximum of 5% per year. Vertican will inform the contracting company about such increases accordingly.

      

2. Contract Cancellation:

    

   • Termination Rights: The contracting company may only terminate the agreement at the end of each term. Extraordinary termination rights and the right to termination for just cause remain unaffected.

      

   • Payment Terms: Fees for every term are due annually upfront unless otherwise stated in the order. Payment of any open amount is due within fourteen days of receipt of the invoice.

      

   • Consequences of Non-Payment: If the contracting company fails to pay on time, Vertican may restrict or suspend user access to the services until all past-due payments are made, terminate the agreement, or engage a third party to collect the outstanding amounts.

      

   • Refunds and Credits: On cancellation following the end of any minimum term specified in the order, Vertican may offer a pro-rated refund or credit. The amount and whether it is given as a refund or credit against the account is at Vertican's discretion.

      

3. Data Ownership and Portability:

    

   • Data Ownership: Customers retain ownership of their data. Vertican's privacy policy ensures that personal information will not be given to any third party without consent, except to business partners with established agreements that protect privacy.

      

   • Data Portability: Vertican supports data portability, allowing customers to transfer their data between different systems or platforms. This is crucial for compliance with regulations like GDPR and CCPA.

Vertican Collection-Master adheres to the following compliancestandards:

1. ISO 27001: Information Security Management: ISO 27001 is an international standard for managing information security. It specifies the requirements for establishing, implementing, maintaining, and continually improving an information security management system (ISMS). Vertican's adherence to ISO 27001 ensures that it has robust security measures in place to protect sensitive data.

    

2. GDPR (General Data Protection Regulation): Data Protection and Privacy: GDPR is a regulation in EU law on data protection and privacy for all individuals within the European Union and the European Economic Area. Vertican's software solutions are designed to comply with GDPR requirements, ensuring that personal data is processed securely and that data subjects' rights are protected.

    

3. HIPAA (Health Insurance Portability and Accountability Act): Health Data Protection: HIPAA sets the standard for protecting sensitive patient data in the United States. Vertican's software solutions comply with HIPAA requirements, ensuring that health-related personal data is protected against threats, hazards, and unauthorized use or disclosure.

    

4. PCI-DSS (Payment Card Industry Data Security Standard): Payment Card Data Security: PCI-DSS is a set of security standards designed to ensure that all companies that accept, process, store, or transmit credit card information maintain a secure environment. Vertican's software helps protect stored cardholder data, restrict access to it on a need-to-know basis, and audit all access to network resources and cardholder data.

    

5. ISO 9001: Quality Management: ISO 9001 is an international standard that specifies requirements for a quality management system (QMS). Vertican's adherence to ISO 9001 demonstrates its ability to consistently provide products and services that meet customer and regulatory requirements.

    

6. ISO 14001: Environmental Management: ISO 14001 specifies the requirements for an environmental management system (EMS). This standard helps organizations improve their environmental performance through more efficient use of resources and reduction of waste.

    

7. ISO 22301: Business Continuity Management: ISO 22301 provides a framework for establishing, implementing, maintaining, and improving a business continuity management system (BCMS). This ensures that Vertican can recover critical operations as quickly as possible in the event of a disruption.

    

8. ISO 20000-1: Service Management: ISO 20000-1 is a service management standard that supports the management of the service lifecycle, including planning, design, transition, delivery, and improvement of services. This ensures that Vertican's services meet agreed requirements and deliver value to customers and users.

    

9. CSA STAR: Cloud Security: The Security, Trust, Assurance, and Risk (STAR) Registry documents the security and privacy controls provided by popular cloud computing offerings. Vertican's compliance with CSA STAR ensures that its cloud services meet stringent security and privacy standards.