• Built-in connectors with standard CRM, ERP, HR systems

• Ingestion through defined SFTP folders on a defined schedule

• Direct upload in agreed-upon format

• Custom connectors with in-house legacy systems and non-standard CRM, ERP, and HR systems

• We store and process data in secured cloud environments (AWS / Azure / GCP). Data is encrypted at rest and in transit.
• As an organization, we are SOC2 Type2 certified

We allow our clients to deploy the solution on their private cloud if desired and work with their IT teams to get role-based access for solution maintenance

Our solution is deployed across industries for clients of all sizes with varying business rules complexity, sales processes, and reporting structures including in-house employees, distributor/dealer networks, and independent sales agents.

• Our implementation experts work with the client team to design configurable set-up forms that account for plan type, payout frequency, plan period, qualifiers, modifiers, and curve definition based on role type

• We also set up an extended core control framework to manage plan exceptions at an individual or at a defined group level.

Our omnichannel communication approach allows organizations to deliver performance updates, personalized nudges, and insights through our own mobile app, WhatsApp, Slack, Emails, SMS, etc.

• One-time set-up fee to configure our solution for your data and business needs
• Monthly subscription fee based on “Per Payee Per Month”. Includes infrastructure costs
• Optional operations cost that consists of dedicated support hours to provide change management/ operations support at a pre-defined schedule

Our set-up time varies from 6 weeks to about 6 months depending on the size and complexity of the client

The majority of our clients manage operations on their own with some initial support from us.

We do joint UATs and hand-hold clients through the journey. We also conduct multiple training sessions for different user groups and ensure they are comfortable with day-to-day system changes and operations. In addition, we create comprehensive SOPs within the solution for easy client hand-offs.

• Input file additions, deletions, edits, format amendments (which infer the need to test) •

• New IT integrations (e.g. connectivity to non-standard upstream or downstream systems e.g. DWH)New reports (non-standard, non-OOTB)

• Configuration and deployment of new features and requirements

• Plan type changes (different from the framework discussed during requirements)

• Introduction of new roles or product hierarchies with a new set of business rules

• Additional analytics and operations support

• Custom business workflow definitions

• Standard Support Hours – 9:00 AM – 9:00 PM (India Time) for 5 days a week. A public holiday calendar will be published to the client at the start of every year. Urgent issues will be addressed in real-time with [Client] being made aware for communication purposes.

• The average response time may vary depending on the type of request. Bug Fixes – 3 business days target or by separate agreement in the case of exceptional requests. Enhancement Requests – This will depend on the type of request and the next release schedule. Time may vary between 2-4 weeks •Issue tracking is done through Google spreadsheets or the client’s in-house issue management tool

• Operations leadership communication - Quarterly project governance update to discuss process challenges and any lessons learned, request new forward-looking features

• We have an ecosystem of system integrators and consulting partners who can provide analytics, operations, and change support in the local time zone if required.

• On-shore support can be arranged if required via the Onshore/Offshore model although low anticipated need due to the robust nature of the solution. Scheduled (advanced notice) office hours and on-site visits are available at consulting day rates from our consulting partners.

• Out-of-hours e-mail/telephone/Zoom/Teams support is consistently available.