Board management platform with secure document distribution, meeting preparation tools, voting capabilities, and compliance features. Includes governance intelligence analytics, board assessments, and fiduciary responsibility tracking specifically designed for pension fund governance.
Encrypted communication and document sharing platforms designed specifically for sensitive board materials, enabling secure collaboration and decision-making among trustees and committee members.
More Secure Board Communication Tools
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End-to-End Encryption All communications and files are encrypted from sender to recipient, preventing access by intermediaries. |
OnBoard provides encryption and secure document distribution as described in product documentation. | |
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Granular Access Controls Administrators can define precisely who is allowed to see or edit each document or communication. |
Granular permissions and access controls mentioned in OnBoard's role-based board management. | |
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Multi-Factor Authentication Requires more than one method of authentication from users, enhancing account security. |
Product site highlights multi-factor authentication for secure access. | |
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Integration with Enterprise Directories Supports integration with existing LDAP/Active Directory for centralized identity management. |
Integration with enterprise directories (Active Directory/LDAP) is listed as a feature. | |
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Encryption Key Management Secure, role-based control over cryptographic keys, possibly with support for customer-managed keys. |
Encryption key management is included according to detailed security whitepapers. | |
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Data Loss Prevention Prevents accidental or intentional sharing of sensitive information outside the permitted environment. |
Data Loss Prevention is referenced as a built-in feature for document access and sharing. | |
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Automated Session Timeout Automatically logs users out after a period of inactivity to prevent unauthorized access. |
No information available | |
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Secure Messaging Encryption and security controls for instant messaging within the platform. |
Secure instant messaging within platform is described in product's feature set. | |
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Content Watermarking Digital watermarks on documents to deter leaks and trace unauthorized disclosures. |
No information available | |
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Compliance Logging/Audit Trails Detailed, tamper-proof recording of all user activity for auditing and regulatory purposes. |
Activity and compliance logging for full audit trails is promoted in the governance features section. | |
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Data at Rest Encryption Ensures all stored data is encrypted on the server. |
Data at rest encryption is confirmed in OnBoard security overview. | |
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File Expiration & Recall Ability to set expiration dates on files or recall shared documents. |
File expiration and recall (file control/expiry) options are available for sensitive docs. | |
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Disaster Recovery & Backup Enables recovery of all data and communications in the event of a system failure. |
Disaster recovery and backup procedures are outlined in OnBoard documentation. | |
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Mobile Device Management (MDM) Compatibility Supports MDM for secure access from mobile devices and the ability to remotely wipe data. |
MDM compatibility mentioned for secure mobile app management. |
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Regulatory Compliance Certification Product is certified or independently audited for compliance with relevant standards (e.g., GDPR, ISO/IEC 27001). |
OnBoard promotes SOC 2 and ISO/IEC 27001 certifications. | |
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Retention Policy Management Supports configuration of document and message retention periods to comply with legal requirements. |
Retention policy management is adjustable for compliance with legal requirements. | |
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Consent Management Tracks and manages user consent for processing personal data. |
Consent management capabilities for personal user data are part of compliance tools. | |
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eDiscovery & Legal Hold Allows rapid collection and preservation of relevant communications for legal purposes. |
eDiscovery and legal hold supported according to data governance documentation. | |
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Automated Policy Enforcement Applies configurable governance policies automatically across the platform. |
Automated policy enforcement tools are described as part of integrated governance. | |
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Board e-Signature Capabilities Enables legally binding digital signatures for approvals and resolutions. |
Board e-signature is a key feature listed for resolutions and approvals. | |
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Version Control Tracks changes to documents and maintains a full history for auditability. |
Version control is specified in document management features. | |
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Customizable Approval Workflows Defines and automates board paper and document approval processes. |
Customizable approval workflows are natively supported. | |
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Geo-Fencing Controls Restricts data access based on user location to meet jurisdictional/legal requirements. |
No information available | |
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Accessibility Compliance Ensures platform is accessible and meets standards (e.g., WCAG 2.1) for diverse board members. |
Accessibility conformance (WCAG support) is cited in OnBoard accessibility statement. | |
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Role-Based Permissions Defines access rights according to trust and committee member roles. |
Role-based permissions are a basic function in trustee/committee management. | |
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Integrated Compliance Training Provides reminders, tracking, and content related to required regulatory training. |
No information available | |
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Customizable Audit Reports Generates detailed downloadable reports for compliance and oversight. |
Customizable audit reports available for compliance and oversight. | |
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Conflict of Interest Declarations Tracks and manages declarations for transparency in decision making. |
Conflict of interest declarations are managed and tracked via governance intelligence. |
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Secure File Sharing Enables sharing of sensitive documents among authorized board members only. |
Secure file sharing among board members is a core feature. | |
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Document Indexing & Search Allows quick location of documents using metadata, keywords, or full text search. |
Full-text and metadata search/indexing is supported. | |
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Board Pack Compilation Automated tools to create, distribute, and update board meeting packs. |
Board pack compilation tools are highlighted for meeting management. | |
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Annotation & Notes Enables board members to add private or shared notes to documents. |
Annotation and note-making supported for all documents. | |
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Offline Access Allows authorized users to download and securely view documents offline. |
Offline secure access is part of the OnBoard mobile and desktop application suite. | |
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Document Tagging and Categorization Organizes files with customizable tags/categories for easy retrieval. |
Document tagging and categorization is mentioned as part of document management. | |
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Bulk Upload & Download Supports efficient upload or retrieval of multiple documents at once. |
Bulk upload/download is available for board document operations. | |
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Collaborative Editing Allows multiple board members to work simultaneously on draft documents. |
Collaborative editing on board materials is part of the feature set. | |
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Redaction Tools Built-in tools for hiding sensitive information within documents. |
No information available | |
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Automated Document Expiry Files and links automatically expire based on retention settings. |
Document expiry automation tied to retention settings is configurable. | |
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Secure Document Printing Control Restricts or tracks who can print sensitive board documents. |
Secure document printing control included in access policy settings. | |
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Import/Export Integration Easily import documents from, or export to, other systems (e.g., DMS, cloud storage). |
Import/export with cloud DMS and integrations supported. | |
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Template Library Repository of reusable, compliant document templates. |
Template library is available for regular board processes. |
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Integrated Video Conferencing Secure video meeting platform embedded within the communication tool. |
Integrated video conferencing is built into OnBoard, per product site. | |
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Agenda Builder Tool to create and distribute meeting agendas, linked to supporting documents. |
Meeting agenda builder with document links highlighted in marketing material. | |
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Calendar Integration Synchronizes with external calendars (e.g., Outlook, Google Calendar) for meeting invitations. |
Calendar integration (Outlook, Google Calendar) supported. | |
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Attendance Tracking Records and reports on meeting attendance for governance and regulation. |
Attendance tracking and downloadable reports included. | |
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Voting & Resolution Recording Secures and records electronic voting for decisions and resolutions. |
Electronic voting and decision tracking is a core function. | |
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Minutes Automation Assists with real-time or post-meeting minutes transcription and distribution. |
Minutes automation for meetings is provided. | |
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Live Collaboration Tools Shared workspace for notes, whiteboards, and brainstorming during meetings. |
Live collaboration tools such as whiteboards provided for meetings. | |
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Quorum Detection Automated monitoring of participant presence to ensure quorum is met. |
No information available | |
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Confidential Breakout Rooms Enables private, secure sub-meetings for committees or sensitive topics. |
Breakout rooms for confidential committee meeting support referenced. | |
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Notification & Reminder System Automated reminders for meetings, tasks, or document reviews. |
Notification and reminder system built into task and meeting modules. | |
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Agenda Time Tracking Tracks actual time spent on each agenda item for governance and efficiency. |
No information available | |
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Integrated Conflict of Interest Checks Flags conflicts in real-time before and during meetings. |
Conflict of interest checks before/during meetings available (governance module). | |
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Secure Meeting Recording Encrypted meeting recordings stored securely for future reference. |
Secure meeting recording is possible; video content encrypted and storable in platform. |
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Intuitive User Interface Designed for easy, distraction-free navigation and usability. |
Simple, intuitive UI specifically promoted in OnBoard material as a differentiator. | |
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Multi-Language Support Interfaces and documentation available in multiple languages. |
Multi-language support offered for international boards. | |
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Screen Reader Compatibility Optimized for screen readers and assistive technologies. |
Screen reader and assistive technology support detailed within accessibility guide. | |
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Responsive Web and Mobile Apps Accessible on desktops, tablets, and mobile devices with a consistent experience. |
Responsive web/mobile apps for tablets, phones, desktops. | |
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Customizable Dashboards Users can personalize their dashboard for quick access to key features. |
Customizable dashboards and widget configuration are supported. | |
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Guided Onboarding & Tutorials Step-by-step training for new users to accelerate adoption. |
Onboarding tutorials and guided tours included for new users. | |
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Custom Notifications Preferences Allows board members to set preferences for alerts and communications. |
Notification preferences are customizable per user. | |
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Quick Search Functionality Global search bar to quickly find documents, messages, or contacts. |
Quick search functionality for files, people, and meetings is a standard feature. | |
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Custom Branding Options Supports pension fund or board-specific branding and color schemes. |
Custom branding is available for board/organization identity. | |
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Help Desk & Live Support Integration Access to real-time assistance within the platform. |
Live help desk and integrated support access available within the product. |
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Secure Chat End-to-end encrypted instant messaging between users and groups. |
Secure chat for internal/executive communication provided, encrypted end-to-end. | |
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Threaded Discussions Discussion threads linked to specific agenda items or documents. |
Threaded discussions tied to documents and agenda items described. | |
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Real-Time Presence Monitoring Shows who is online or available for communication. |
No information available | |
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Direct Messaging Private one-to-one communications between trustees or committees. |
Direct private messaging available between board/committee members. | |
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Group Channels Secure, role-based channels for specific teams or projects. |
Group channels for teams/committees supported and secured. | |
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Announcement/Broadcast Capability Send urgent or official messages to all users or defined groups. |
Broadcast announcements and urgent message delivery to all or select groups. | |
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Voice Message Support Send and receive secure voice-based messages. |
No information available | |
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Inline Attachments Attach and share files directly within chat or messages. |
Inline attachments in messaging supported per documentation. | |
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Mentions and Tagging Notify users in conversations by @-mentioning them. |
Mentions and tagging using @ for notifications are supported. | |
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Message Retraction Allows messages to be withdrawn after sending, with reasons logged for audit. |
No information available |
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API Access Provides secure APIs for data exchange with other platforms. |
API access for integration is available for enterprise users. | |
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SSO/SAML Integration Supports single sign-on via SAML, OpenID, or similar standards. |
Single sign-on (SSO/SAML) integration is supported and promoted. | |
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ERP/HRMS/Payroll Integration Out-of-the-box connectors for pension fund management systems. |
ERP/HRMS/Payroll connectors referenced for integrations. | |
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Calendar/Email Sync Synchronizes tasks and communications with corporate email and calendar tools. |
Calendar/email sync with Outlook/Google offered. | |
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Custom Plugin Support Architected to support custom plugins or extensions. |
No information available | |
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Reporting/Data Export Exports data in common formats (CSV, PDF, Excel) for analysis or archiving. |
Reporting/data export in CSV/PDF/Excel is a standard part of the admin tools. | |
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Webhooks/Event Notifications Notifies external systems or workflows of key events (e.g., new meeting, approved document). |
No information available | |
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Digital Signature Third-Party Integration Works with external e-signature providers (e.g., DocuSign, Adobe Sign). |
Integration with third-party digital signature platforms (e.g. DocuSign) mentioned. | |
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Customizable Roles & Permissions Supports bespoke user roles in large or complex trustee structures. |
Customizable roles and permission structures available for complex board setups. | |
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Data Import Migration Tools Facilitates easy migration from legacy board portals or communication systems. |
Migration tools/services for onboarding from legacy systems are available on request. |
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Uptime SLA Guaranteed minimum service uptime backed by Service Level Agreement. |
No information available | |
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Load Handling Capacity Maximum number of concurrent users supported without degradation. |
No information available | |
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Data Sync Speed Average time required for document or message updates to be reflected across devices. |
No information available | |
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Disaster Recovery Time Objective (RTO) The maximum allowable downtime in the event of disaster. |
No information available | |
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Geographically Redundant Servers Supports infrastructure redundancy across multiple data centers. |
Geographically redundant servers and cloud hosting described. | |
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Active Monitoring & Alerting 24/7 system monitoring and automated alerts for critical issues. |
24/7 monitoring and alerting covered in support/service reliability sections. | |
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Automatic Updates System automatically updates to the latest security and feature releases. |
Automatic platform updates and patching are handled by vendor. | |
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Instant Rollback Capability Ability to quickly revert to previous system versions following failed updates. |
No information available | |
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Elastic Scaling Dynamically adjust resources based on demand/spikes in user activity. |
No information available | |
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Download/Upload Bandwidth Maximum sustainable rate for document transfers. |
No information available |
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24/7 Support Availability Customer support available at any hour, globally. |
24/7 global support availability described on services & support pages. | |
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Dedicated Account Manager Single point of contact for all account and onboarding matters. |
Dedicated account manager for enterprise/large clients referenced. | |
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Self-Service Knowledge Base Comprehensive online resources and documentation. |
Self-service knowledge base with documentation and FAQs provided. | |
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Live Chat and Ticketing Multiple channels for support queries and tracking resolution. |
Live chat and ticketing available for customer support. | |
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Onboarding & Training Options Customizable training programs for new user groups. |
Onboarding and customized training sessions offered. | |
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Quarterly Business Reviews Regular service reviews with stakeholders to discuss performance and improvements. |
Quarterly business reviews offered to enterprise and managed clients. | |
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Service Incident Response Time Guaranteed maximum time between report and support engagement. |
No information available | |
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Feedback and Feature Request Portal Structured support for user feedback and new feature requests. |
No information available | |
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Multilingual Support Support offered in multiple languages. |
Multilingual support for customer assistance via live staff referenced. | |
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Proactive Security Advisories Notification of new security threats and responses. |
Proactive security advisories and security bulletin mailing list mentioned in policies. |
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Flexible Licensing Models Supports per-user, per-group, or enterprise-wide pricing. |
Flexible licensing models (per user/group/enterprise) described. | |
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Transparent Pricing Clear, upfront pricing with no hidden fees. |
Transparent pricing model and online calculator available. | |
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Usage Analytics Provides detailed reports on user and feature utilization for optimization. |
Usage analytics reporting for engagement/feature adoption included. | |
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Cost Predictability Tools Resource and budgeting dashboards estimate and control future costs. |
No information available | |
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No Vendor Lock-In Clauses Agreements allow easy exit or data export/migration if required. |
No vendor lock-in clause and clear exit/migration policies in T&Cs. | |
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Service Level Agreement (SLA) Guarantees Provider offers financial penalties for failing to meet agreed service levels. |
SLAs with financial penalty for uptime breaches offered. | |
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Volume Discounting Automatic price breaks at larger user numbers or longer terms. |
Volume discounts are available for larger organizations. | |
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Free Trial or Pilot Option Can evaluate the full product on a trial basis before committing. |
Free pilot and trial options directly referenced in onboarding info. | |
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Nonprofit/Government Pricing Special consideration or reduced rates for pension funds operating as nonprofit. |
Nonprofit/government (pension fund) pricing explicitly mentioned. | |
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Custom Contract Terms Supports negotiations for tailored commercial or legal agreements. |
Custom contract term negotiation is possible per enterprise sales material. |
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Data Residency Choice Clients can specify or select where their data is physically stored. |
Data residency choices and regionally segregated hosting are supported. | |
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Explicit Data Ownership Terms Legal agreements clearly state client retains ownership of data. |
Explicit data ownership clauses in master service agreement. | |
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Cross-Border Data Flow Controls Restricts or audits flow of data outside defined regions. |
Cross-border data flow restrictions (geo-fencing/audits) described. | |
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Right to Erasure (Right to be Forgotten) Supports regulatory requirements for data deletion upon request. |
Right to erasure (GDPR 'right to be forgotten') supported on user request. | |
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Regular Privacy Impact Assessment Provider supports or performs periodic privacy impact reviews. |
Privacy impact assessments performed as part of regular compliance audits. | |
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Client Data Segregation Ensures logical or physical separation of data from different clients. |
Logical client data segregation is specified in multi-tenant hosting model. | |
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Privacy Incident Reporting Provider must promptly report any privacy breaches or leaks. |
Privacy incident reporting policy is available and referenced. | |
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Granular Consent Collection Collects and manages granular user consent for each data use. |
Granular consent collection for each data/process purpose supported. | |
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GDPR/CCPA/Applicable Regional Law Compliance Meets or exceeds all relevant regional data privacy regulations. |
GDPR/CCPA/regional compliance included in documentation and audits. | |
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Independent Privacy Audit Reports Publishes regular independent privacy compliance and security audit results. |
Independent privacy audit reports are referenced and can be supplied on request. |
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