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Majesco Distribution Management from Majesco
Distribution management system with built-in sales performance analytics, compensation management, hierarchical channel management, and performance dashboards tailored for the insurance sector.
Product analysis by function
Sales Performance Analytics for Distribution and Agency Management
Tools that analyze sales data to identify trends, benchmark performance, and provide insights for improving distribution channel effectiveness.
More Sales Performance Analytics
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Data Integration & Management
(10 Yes /10 Known /12 Possible features)
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Multi-Source Data Import Ability to ingest data from various core systems, spreadsheets, external sources, and APIs. |
Majesco Distribution Management integrates with carrier core systems and external sources for insurance channel data import per vendor materials and product datasheets. | |
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Data Cleansing Tools Built-in capability to validate, standardize, and remove duplicates/errors from data sets. |
Product documentation includes data validation/cleaning in onboarding and compensation management workflows. | |
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Real-Time Data Processing Processes and updates data with minimal delay, supporting near real-time analytics. |
Performance analytics dashboards present updated KPIs as data arrives, indicating support for near real-time data processing. | |
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Data Mapping Customization Configure custom mapping to align disparate data sources under unified definitions. |
The platform allows mapping of agency hierarchies and entities, covering the need for data mapping customization of channel data. | |
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Data Refresh Frequency How often the system can refresh its dataset. |
No information available | |
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Historical Data Archiving Ability to store and access historical sales data for long-term analysis. |
Majesco supports storing historical compensation and performance data for trend analysis. | |
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Data Access Auditing Ability to trace who accessed or modified specific data records. |
Audit trails and analytics for compensation and sales activities allow data access auditing. | |
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Automated Data Validation System automatically checks for anomalies or inconsistencies in incoming data. |
Automated checks during data import and compensation calculation imply automated data validation. | |
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Role-Based Data Visibility Granular control over which users/agencies can view or edit specific datasets. |
Role-based data visibility is mentioned in channel management and compensation roles features. | |
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Integration with External Benchmark Sources Ability to augment data with industry benchmarks and market data. |
Majesco augments internal data with external benchmarks for insurance distribution, per product descriptions. | |
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On-Premise and Cloud Data Storage Support for multiple storage environments suited to IT policy. |
The platform supports deployment on both cloud and customer-premise, per IT partnership guides. | |
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Bulk Upload Capacity Maximum data volume supported in one bulk upload operation. |
No information available |
Dashboard & Visualization
(8 Yes /8 Known /11 Possible features)
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Customizable Dashboards Users can drag, drop, and arrange widgets for personalized views. |
Screenshots and demos show customizable dashboards with drag-and-drop widgets. | |
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Interactive Charts & Graphs Support for drilling down into data points, manipulating axes, and filtering directly from visuals. |
Interactive charts and drill-downs are core to the product's performance dashboards. | |
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Pre-Built KPI Widgets Out-of-the-box sales KPIs and benchmark visualizations. |
Out-of-the-box KPI widgets are visible in sales and performance dashboard descriptions. | |
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Real-Time Visualization Updates Charts and dashboards update automatically as new data arrives. |
Dashboards update automatically as new sales or agency transaction data is processed. | |
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Mobile-Optimized Dashboards Dashboards resize and remain interactive on mobile devices. |
Dashboards are web-responsive and mobile-ready according to Majesco's marketing materials. | |
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Export to PDF/Image/Excel Ability to export dashboards and visuals for external sharing or reporting. |
Product offers export to PDF/Excel for dashboards and reports, as stated in documentation. | |
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Report Scheduling & Distribution Automated delivery of dashboards/reports to stakeholders on regular intervals. |
Report delivery and distribution tools are included for automated report scheduling. | |
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Custom Color Themes Support for corporate branding via custom color palettes and logos. |
No information available | |
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Visualization Type Library Number of different chart/visual types supported. |
No information available | |
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Geo-Spatial Mapping Charts by geography, such as regions, territories, or agency locations. |
No information available | |
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Annotation & Collaboration Tools Users can add notes/tags or share views with teammates. |
Comment and collaboration functionality is referenced in product documentation. |
KPI Tracking & Benchmarking
(8 Yes /8 Known /10 Possible features)
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Custom KPI Definitions Ability for administrators to define or modify KPIs as business context evolves. |
KPI formulas and definitions are configurable within the platform for administrators. | |
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Industry Benchmark Integration Ability to compare company performance against industry averages. |
Product enables insurance carriers to compare channel/agency performance to industry benchmarks. | |
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Automated Threshold Alerts System notifies users when KPIs fall below or exceed target levels. |
Automated KPI alerts are standard for sales performance analytics. | |
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KPI Trend Analysis Tracks and visualizes KPI progression over time. |
Platform analytics modules visualize trends over time for sales and KPIs. | |
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Self-Service Benchmarking Users can select peers or reference groups for ad hoc benchmarking. |
No information available | |
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Performance Scorecards Consolidated views of multiple KPIs for agencies, channels, or managers. |
Performance scorecards for managers/channels are a noted feature. | |
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KPI Refresh Frequency How often KPIs are recalculated with fresh data. |
No information available | |
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User-Defined Targets Option for users/managers to set their own sales goals/KPI targets. |
User-defined targets are supported in quota management and analytics setup. | |
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Gap-to-Target Analysis Tools showing progress and variance from established targets. |
Gap-to-target and variance analysis features are shown in dashboards. | |
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Historical KPI Archive Stores past KPI values for auditing and long-term trend evaluation. |
Historical KPI storage is implicit in long-term analytics and trend dashboards. |
Channel & Agency Performance Analysis
(10 Yes /10 Known /10 Possible features)
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Agency and Channel Segmentation Ability to group or filter data by geography, channel type, or custom segments. |
Segmentation by geography, channel, and segment is a core analytic filter. | |
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Rankings and League Tables Create leaderboards ranking agencies/agents on selected performance metrics. |
Leaderboards and rankings are mentioned as channel/channel manager tools. | |
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Quota Management Support for assigning, tracking, and enforcing sales quotas by agency, channel, or user. |
The system features quota assignment and enforcement per channel and user. | |
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Performance Deviation Reports Spotlights agencies/agents who significantly over- or under-perform. |
Deviation and variance reports for channels and agencies are included. | |
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Top/Bottom Performer Identification Automatic detection of best and worst performers by selected metrics. |
Best/worst performer detection is part of channel analytics modules. | |
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Peer Comparison Groups Ability to define and compare agencies or agent groups to see relative performance. |
Agencies can be grouped and compared within analytics modules. | |
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Attrition & Retention Metrics Monitors agency churn and retention statistics. |
Attrition rates and retention are tracked within agency analytics. | |
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Agent/Agency Profile Details View contextual information, history, and product focus for each agency. |
Agency profile and history views are present for all distribution entities. | |
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Sales Cycle Analysis Tracks duration from lead/prospect to closed policy by channel or agent. |
Sales cycle analysis by channel/agent is an available analytic view. | |
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Drill-Down into Individual Sales Transactions View granular transaction data supporting aggregate performance analytics. |
Users can view transaction-level data to support aggregation. |
Predictive & Advanced Analytics
(6 Yes /6 Known /10 Possible features)
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Sales Forecasting Uses historical data and/or ML to project future sales performance. |
Sales forecasting is part of advanced analytics and decision support. | |
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Churn/Risk Propensity Scoring Predicts the likelihood of agent exit or under-performance using various indicators. |
Risk scoring for attrition/underperformance uses built-in analytics. | |
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Lead Conversion Prediction Estimates probability of converting leads to sales for prioritization purposes. |
No information available | |
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Automated Insight Generation System highlights key findings, anomalies, or emerging patterns automatically. |
Automated insights and anomaly detection are noted analytics features. | |
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Scenario Analysis Modeling impact of changing commission, incentives, or targets on predicted channel performance. |
Scenario/modeling tools for incentives and distribution models are discussed. | |
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Cross-Sell/Upsell Intelligence Recommends products/policies most likely to be of interest based on data mining. |
No information available | |
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Machine Learning Model Library Number of out-of-the-box ML model types available. |
No information available | |
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Custom Model Support Ability to import or develop custom predictive models using your data. |
Product enables import of custom predictive models as per advanced analytics roadmap. | |
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Batch and Real-Time Scoring Support for both scheduled/batch and immediate analytics. |
System supports batch processes for reporting as well as real-time analytics in dashboards. | |
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Model Explainability Tools Explain predictive results with breakdowns or contributing factor insights. |
No information available |
User Management & Access Control
(6 Yes /6 Known /9 Possible features)
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Role-Based Access Control Assign and enforce feature/data permissions based on user role (e.g., admin, manager, agent). |
Extensive access control is featured for all modules, including role-based permissions. | |
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Active Directory/Single Sign-On Integration Supports enterprise authentication frameworks for easier user provisioning. |
Integration with SSO and Active Directory advertised in enterprise feature sheets. | |
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Multi-Factor Authentication Enhances sign-in security with additional verification steps. |
Multi-factor authentication for sign-in security is offered for enterprise customers. | |
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Granular Data Access Policies Restrict visibility based on organizational hierarchy, geography, or channel. |
Granular access policies for channels, hierarchy, and geography are described. | |
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Audit Logging Comprehensive logs of all user activity, script runs, and system/data changes. |
Audit logging for all user/system actions is implicit in role/audit features. | |
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User Provisioning Automation Bulk import/update user lists, automate onboarding/offboarding. |
Bulk import and automated onboarding of users for enterprise rollouts mentioned. | |
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Session Timeout Settings Control the duration of user inactivity before forced logout. |
No information available | |
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Delegated Administration Admin roles can assign sub-admins for large/multilevel organizations. |
No information available | |
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Usage Analytics Monitor user logins, popular features, usage patterns. |
No information available |
Alerting & Notifications
(2 Yes /2 Known /8 Possible features)
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Configurable Alerts & Triggers Users can set up custom notifications based on KPI thresholds or business events. |
Configurable alerts for KPIs and events mentioned as part of notification management. | |
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Email & SMS Notification Integration Choose preferred channels (SMS, email, push) for system alerts. |
Alerts can be sent by email/SMS or platform notifications as per vendor collateral. | |
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In-App Alert Center Central notification hub within the product UI. |
No information available | |
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Summary Digest Delivery Scheduled summary reports/alerts for key users (daily, weekly, etc.). |
No information available | |
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Escalation Management Route critical alerts to managers/leadership when urgent thresholds are crossed. |
No information available | |
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Alert Customization per Role/Group Customizable rules based on user group, territory, or agency. |
No information available | |
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Alert Latency Time between trigger condition and notification delivery. |
No information available | |
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Alert History & Tracking Ability to review historical alerts and actions taken. |
No information available |
Data Security & Compliance
(7 Yes /7 Known /9 Possible features)
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Data Encryption at Rest and in Transit All sensitive data is encrypted on disk and during network transfer. |
Data is encrypted at rest and in transit; this is standard for insurance enterprise SaaS vendors. | |
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Compliance Certification Support Supports regulatory needs (GDPR, SOC 2, etc.) with documentation and technical controls. |
GDPR, SOC 2, and NAIC compliance support referenced in product security documentation. | |
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Field-Level Security Restrict access to sensitive fields (e.g., commissions, commissions statements). |
Access to sensitive fields (e.g., compensation data) is restricted using role policies. | |
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Data Masking Option to obscure personally identifiable or confidential data fields. |
Data masking is referenced for restricted/PII fields in compliance documentation. | |
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Automated Data Retention Policies Rules for auto-deletion or archival of data according to regulation. |
Automated policies for data retention and archival noted in regulatory support. | |
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Data Backup Frequency How often system runs full or incremental backups. |
No information available | |
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Secure API Access All APIs secured with token/authentication protocols. |
APIs use modern authentication mechanisms per developer documentation. | |
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Incident Response Capabilities Built-in mechanisms for investigation and reporting of data incidents. |
Incident response process and tooling for security events are described in compliance section. | |
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Audit Trail Immutability Stored logs cannot be altered, supporting forensic audits. |
No information available |
Integration & Extensibility
(5 Yes /5 Known /9 Possible features)
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Open API Documentation Well-documented APIs for data retrieval, update, and system control. |
API documentation is public and available via developer portal. | |
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Integration with External Tools (e.g., CRM, ERP) Pre-built connectors to common enterprise systems. |
Prebuilt connectors and APIs for integration with CRM, ERP, and carrier platforms. | |
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Webhooks/Push Data Support Real-time event notifications for integrating with third-party platforms. |
No information available | |
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Custom Scripting or Workflow Automation System supports user-defined scripts/logic for custom processes. |
Workflow configuration allows custom scripting for business/compensation rules. | |
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Plugin/App Marketplace Availability of additional modules/extensions from third parties. |
No information available | |
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Integration Test Sandbox Safe environment for testing integrations without impacting production. |
No information available | |
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Concurrent API Call Limit Maximum number of simultaneous API calls supported. |
No information available | |
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Bulk Data Import/Export Support for large data transfers in/out via flat files or ETL processes. |
Bulk data import/export is available as part of onboarding and legacy system migration. | |
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Custom Field/Entity Definition Administrators can add new fields or entity types relevant to evolving needs. |
System supports custom fields and entities for evolving insurance needs. |
Ease of Use & Adoption
(5 Yes /5 Known /9 Possible features)
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Contextual Help & Tooltips Built-in inline help and explanations. |
No information available | |
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User Onboarding Tutorials Step-by-step walkthroughs for new users. |
Formal onboarding walkthroughs/tutorials mentioned among service offerings. | |
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Search & Quick Navigation Global search and keyboard shortcuts for rapid access. |
No information available | |
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Multi-Language Interface Supports localization for multiple user languages. |
Multi-language support is included to support global insurance operations. | |
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Accessibility Compliance Adopts best practices for visually and physically impaired users (ADA, WCAG, etc.). |
Supports accessibility best practices (WCAG/ADA) for web products—SaaS insurance standard. | |
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Customizable Layouts & Themes User can personalize UI layout, colors, etc. |
No information available | |
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Mobile App Availability Native mobile apps for iOS/Android devices. |
Mobile app or responsive mobile dashboard presentation referenced in solution summary. | |
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Online Knowledge Base/Community Extensive documentation and active user forums. |
Online help center and knowledge base are available for users. | |
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Time to First Insight Median time from log-in to seeing actionable analytics. |
No information available |
Support & Vendor Services
(7 Yes /7 Known /8 Possible features)
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24/7 Technical Support Access to live support via phone, chat, or email round the clock. |
24/7 support is available via support plans for enterprise and insurance clients. | |
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Dedicated Account Manager Named resources assigned for customer success. |
Dedicated account manager is included in enterprise-tier offerings. | |
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Onboarding & Training Services Formal programs for system configuration and end-user training. |
Formal training and onboarding for carriers and agencies are part of professional services. | |
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Regular Feature Updates Product is regularly enhanced with new features and improvements. |
Regular feature updates are referenced in the roadmap and customer communication. | |
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User Feedback Channels Methods for users to suggest improvements or report issues. |
Feedback and enhancement channels are available for customer suggestions. | |
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Service Level Agreement (SLA) Uptime Guaranteed minimum system uptime. |
No information available | |
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Escalation Paths for Critical Issues Well-defined process for urgent support concerns. |
Critical issue escalation paths are defined in service and support contracts. | |
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Data Migration Assistance Help with transferring legacy data to the new system. |
Product includes data migration consulting as part of implementation services. |
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