CYMBALSTREAM SOLUTIONS LIMITED

Work Management Platform

Counterpart Insight is a Work Management
Solution that drives business efficiency and
process optimisation across teams within any
organisation. Counterpart Insight manages
strategic initiatives, missions and projects to
provide executives with actionable intelligence
through key metrics and KPIs.

Features

• Reporting dashboards for real time dynamic presentations of project data.
• Dynamic resource planning and management tool. (Up to Enterprise)
• Repository (built in) for all Project related documents
• Configurable workflows to suit the way your organisation runs projects.
• Configurable Approval workflows and Checkpoints to control Projects
• In-built configurable wizards to provide help, training and support.
• Control and reporting at Projects, Programs and Portfolio level.
• Project Charter, project sizing and templating tools for PMO/Managers.
• Easy browser based remote access including a mobile application version

Benefits

• Improve real-time reporting and business intelligence
• Enhanced time management
• Streamlined task management
• Cloud based solution facilitates access anywhere with any device
• Standardised methodology and governance
• Elimination of manual processes and workflows
• Integration with Microsoft Office 365
• Business transformation and organisational change management
• Project collaboration
• Time and expense tracking

£10.00 to £69.00 a licence a month

• Education pricing available
• Free trial available

Service documents

• Pricing document

  PDF

• Skills Framework for the Information Age rate card

  PDF

• Service definition document

  PDF

• Terms and conditions

  PDF

Request an accessible format

If you use assistive technology (such as a screen reader) and need versions of these documents in a more accessible format, email the supplier at info@cymbalstream.com. Tell them what format you need. It will help if you say what assistive technology you use.

Framework

G-Cloud 14

Service ID

100534401328344

Contact

Rico Martin
0333 006 4741
info@cymbalstream.com

Service scope

• Software add-on or extension: No
• Cloud deployment model:
  • Public cloud
  • Private cloud
• Service constraints: Monthly updates to the platform that are completed out of hours. Duration of updates takes no more than 1 hour.
• System requirements:
  • Any web browser
  • Any PC or mobile device with internet access

User support

• Email or online ticketing support: Email or online ticketing
• Support response times: Standard business support provides a 4 hour response to issues. Next business day response for general questions. Any questions sent on weekends or statutory holidays will be responded; to on the next working business day. Uplift of support is available to cover weekends and Public holidays.
• User can manage status and priority of support tickets: Yes
• Online ticketing support accessibility: WCAG 2.1 A
• Phone support: Yes
• Phone support availability: 9 to 5 (UK time), Monday to Friday
• Web chat support: Web chat
• Web chat support availability: 9 to 5 (UK time), Monday to Friday
• Web chat support accessibility standard: None or don’t know
• How the web chat support is accessible: Users can raise tickets and ask basic questions; relating to support from directly within our; product.
• Web chat accessibility testing: None
• Onsite support: Yes, at extra cost
• Support levels: We offer 3 pre-defined support levels. Silver, Gold and Platinum. All support offerings have a dedicated Technical Account Manager. Silver; provides standard support from 9-5, 5 days a week excluding public holidays and weekends. Silver support is included as standard with all; Cloud licencing subscriptions. Gold support provides 9-5, 7 days a week excluding public holidays. Gold support is available for typically a; 15% percentage uplift dependent on the number of licence subscriptions. Platinum support provides 24 hour support 7 days a week; including public holidays and weekends. Platinum support is available for typically a 20% percentage uplift dependent on the number of; licence subscriptions. Custom support packages are available on request. All on-premise deployments will have to procure a Custom; Support package.
• Support available to third parties: Yes

Onboarding and offboarding

• Getting started: We provide comprehensive training for all user; types within our system. Our on-boarding training; is delivered online via live workshops and is; supplied Free of Charge to ensure the best; possible experience when utilising our system.; On site training is also available on request.; Training videos and user documentation are also provided to clients as part of on-boarding
• Service documentation: Yes
• Documentation formats:
  • HTML
  • ODF
  • Other
• Other documentation formats: Dedicated online Platform for Help notes and FAQ's
• End-of-contract data extraction: Counterpart provides clients the ability to extract data from the system using our export features. These can be downloaded in to various formats.
• End-of-contract process: At the end of the contract, clients have the ability; to extract all their data. Counterpart will then; archive the client's data for a period of 3 months.; If clients wants data archived for a longer period; then additional costs may be incurred. No other; costs are incurred at the contract end date.

Using the service

• Web browser interface: Yes
• Supported browsers:
  • Internet Explorer 11
  • Microsoft Edge
  • Firefox
  • Chrome
  • Safari
• Application to install: No
• Designed for use on mobile devices: Yes
• Differences between the mobile and desktop service: For Laptops and Tablets our full range of product features are available. For mobiles it is possible to use the full app but due to real estate of the screen there is a lot more scrolling. A native mobile app is also available that provides selected functionality.
• Service interface: No
• User support accessibility: WCAG 2.1 A
• API: Yes
• What users can and can't do using the API: We provide a rest API which allows hooks to be developed to interface with all aspects of our solution.
• API documentation: Yes
• API documentation formats:
  • PDF
  • Other
• API sandbox or test environment: Yes
• Customisation available: Yes
• Description of customisation: The service offers customers a comprehensive level of self configuration. Configuration to align the service with Organisational, business and Portfolio structures/naming schemes and working practices such as Org /department/team names.; Functional roles, Project Workflow. Users can create custom plans, templates, forms and custom reports. Anyone with the appropriate; security privileges can configure the system.

Scaling

• Independence of resources: We have on-demand scaling that caters for all client needs as required.

Analytics

• Service usage metrics: Yes
• Metrics types: We audit and capture full user activity in the system.
• Reporting types: Reports on request

Resellers

• Supplier type: Reseller providing extra support
• Organisation whose services are being resold: Counterpart

Staff security

• Staff security clearance: Other security clearance
• Government security clearance: Up to Baseline Personnel Security Standard (BPSS)

Asset protection

• Knowledge of data storage and processing locations: Yes
• Data storage and processing locations: United Kingdom
• User control over data storage and processing locations: Yes
• Datacentre security standards: Complies with a recognised standard (for example CSA CCM version 3.0)
• Penetration testing frequency: At least once a year
• Penetration testing approach: ‘IT Health Check’ performed by a Tigerscheme qualified provider or a CREST-approved service provider
• Protecting data at rest:
  • Physical access control, complying with CSA CCM v3.0
  • Physical access control, complying with SSAE-16 / ISAE 3402
  • Physical access control, complying with another standard
  • Encryption of all physical media
  • Scale, obfuscating techniques, or data storage sharding
• Data sanitisation process: Yes
• Data sanitisation type:
  • Explicit overwriting of storage before reallocation
  • Deleted data can’t be directly accessed
• Equipment disposal approach: Complying with a recognised standard, for example CSA CCM v.30, CAS (Sanitisation) or ISO/IEC 27001

Data importing and exporting

• Data export approach: We provide buttons within the tool to export data from the system via various formats. XML, Excel, CSV and PDF.
• Data export formats:
  • CSV
  • Other
• Other data export formats:
  • XLSX
  • PDF
• Data import formats:
  • CSV
  • Other
• Other data import formats:
  • XML
  • Excel

Data-in-transit protection

• Data protection between buyer and supplier networks: TLS (version 1.2 or above)
• Data protection within supplier network: TLS (version 1.2 or above)

Availability and resilience

• Guaranteed availability: Since our cloud service runs on Microsoft's Azure; platform we are able to offer 99.9% availability. We typically take our cloud service offline once per quarter to perform updates and; enhancements. This outage lasts less than an hour.
• Approach to resilience: Available on request.
• Outage reporting: Clients are alerted by email in the unlikely event of an outage.

Identity and authentication

• User authentication needed: Yes
• User authentication:
  • 2-factor authentication
  • Public key authentication (including by TLS client certificate)
  • Identity federation with existing provider (for example Google Apps)
  • Username or password
• Access restrictions in management interfaces and support channels: RBAC (Role based access security is a default). Security permissions are also on an individual level and based on the lowest level required to; perform your duties. Use of dedicated admin accounts with restricted access to authorised personnel.
• Access restriction testing frequency: At least every 6 months
• Management access authentication:
  • 2-factor authentication
  • Public key authentication (including by TLS client certificate)
  • Identity federation with existing provider (for example Google Apps)
  • Username or password

Audit information for users

• Access to user activity audit information: Users have access to real-time audit information
• How long user audit data is stored for: At least 12 months
• Access to supplier activity audit information: Users have access to real-time audit information
• How long supplier audit data is stored for: At least 12 months
• How long system logs are stored for: At least 12 months

Standards and certifications

• ISO/IEC 27001 certification: No
• ISO 28000:2007 certification: No
• CSA STAR certification: No
• PCI certification: No
• Cyber essentials: Yes
• Cyber essentials plus: Yes
• Other security certifications: Yes
• Any other security certifications:
  • Cyber Essentials
  • GDPR Practitioner

Security governance

• Named board-level person responsible for service security: Yes
• Security governance certified: No
• Security governance approach: We are compliant with ISO/IEC 27001 and are in the process of obtaining certification.
• Information security policies and processes: We adhere to ISO27001. Our internal security officer ensures processes and procedures are strictly adhered to. We follow and adhere to GDPR regulations and have a designated DPO officer. Our security officer is a member of the management board.

Operational security

• Configuration and change management standard: Conforms to a recognised standard, for example CSA CCM v3.0 or SSAE-16 / ISAE 3402
• Configuration and change management approach: We follow best practices for configuration and change management based on ITIL. Our internal software tracks all services through their lifecycle; and changes are reviewed by our change control board.
• Vulnerability management type: Conforms to a recognised standard, for example CSA CCM v3.0 or SSAE-16 / ISAE 3402
• Vulnerability management approach: Internal Vulnerability Assessment tools are used to identify and assess potential threats. Patches are automatically deployed to our services.; Potential threats are identified from continuous scanning as well as third party security partners and sources.
• Protective monitoring type: Conforms to a recognised standard, for example CSA CCM v3.0 or SSAE-16 / ISAE 3402
• Protective monitoring approach: Ongoing monitoring and scanning identifies potential compromises which are referred to our security officer for evaluation and action. We; strive to respond and resolve incidents as quickly as possible typically within 4 hours. Where resolution will take considerable time, our; security officer will disable certain services to protect clients.
• Incident management type: Conforms to a recognised standard, for example, CSA CCM v3.0 or ISO/IEC 27035:2011 or SSAE-16 / ISAE 3402
• Incident management approach: Yes defined approach and process. From a customer perspective it starts with Telephone /email or direct in-app alerting. Reports are provided by email.

Secure development

• Approach to secure software development best practice: Conforms to a recognised standard, but self-assessed

Public sector networks

• Connection to public sector networks: No

Social Value

• Social Value:

  Social Value

  • Fighting climate change
  • Covid-19 recovery
  • Tackling economic inequality
  • Equal opportunity
  • Wellbeing

  Fighting climate change

  Climate change is the greatest environmental; challenge the world has ever faced, but we can do something about it. At Counterpart, we are; united in our drive to combat climate change and; build a better, more sustainable future for all.; Every day, we collaborate with our many; stakeholders to make a positive environmental; impact. This includes minimising our carbon; footprint, investing in renewable energy,; responsibly disposing of our e-waste, and; engaging with our people to maximise their; collective impact on our operations. Sustainability; is everyone’s business. Individuals can also play; a part by making better choices about where they; get their energy, how they travel, and what food; they eat. We empower our people to be good; stewards of the planet and recognise those who; are leading the charge. Together, we can build a; resilient future for our planet, its people, and its; future generations.

  Covid-19 recovery

  We acknowledge how organisations face unique challenges as we have settled into a "New Normal." We recognise the importance of staying in control and maintaining operational efficiency to achieve your goals. We are committed to supporting your businesses in their operations helping respond to their unique demands and at the same time being fully supportive of our staff at Counterpart. Counterpart employees' health and well being are of utmost importance to us. Whether your team works remotely, hybrid, or in-office, we have the expertise and tools for seamless workflows. We have extensive online collaboration capabilities to help ensure business continuity and work hard to ensure everyone stays healthy and safe while servicing our clients.

  Tackling economic inequality

  Counterpart is committed to tackling economic; equality, we do this by creating employment; opportunities for people from deprived; communities and people from different groups in; society. We are also committed to working with; small, diverse, high-quality suppliers is an; important aspect of our procurement vision. We; always looking for small and diverse suppliers; that can deliver creative, high-quality products; and services. Ultimately, our goal is to diversify; our supplier base by Counterpart is committed to; paying suppliers on time, giving clear guidance to; suppliers and encouraging good payment; practices. Kickstarter Programme Counterpart; has participated in the UK Government; Kickstarter programme and offered a number of; young people between the ages of 16-24 the; opportunity to learn new skills and find their place; in the professional world. Their 6 months with us; are filled with opportunities to network, learn new; skills, attend training, take part in events, and; much more.

  Equal opportunity

  Counterpart is an equal opportunity employer; that is committed to diversity and inclusion in the; workplace. Counterpart embraces diversity and; believes that to create a successful organisation; we need people from diverse backgrounds,; perspectives and abilities. We are committed to; creating a workplace where everyone’s voice is; heard and valued. We do not discriminate based; on age, race, gender, sexual orientation, religion,; national origin, disability, genetic information,; pregnancy, or any other protected characteristic; as outlined by the government. This applies to all; employment practices within our organisation,; including hiring, recruiting, promotion,; termination, leave of absence, compensation,; benefits, training, and apprenticeships. Modern; slavery policy Counterpart is fully committed to a; work environment and supply chain that is free; from human trafficking and slavery. Counterpart; will not tolerate or condone human trafficking or; slavery in any part of our organisation.

  Wellbeing

  Our staff’s wellbeing is of paramount importance; to us. We value “work-life balance” and give; people the opportunity to have a positive working; environment in which they can thrive. We are not; an organisation that believes in clock watching,; our emphasis is on outcomes and getting the; work done. We encourage a healthy quality of life; and initiatives such as physical exercise during; the day, nutrition and stress management. Our; employee guidance on working from home; includes advice on issues such as comfort,; stretching and energising, communication, and; medical emergencies. Our priority is to be; proactive, so employees stay functioning during; work hours, free from factors which may; negatively impact their health. Wellbeing during; the pandemic During the pandemic, we; recognised that employees’ experiences might; have included anxiety, loneliness, frustration, and; being overwhelmed. In response to this, we; continually monitored our employees to help; improve their mental health, wellbeing, and worklife balance.

Pricing

• Price: £10.00 to £69.00 a licence a month
• Discount for educational organisations: Yes
• Free trial available: Yes
• Description of free trial: A limited selection of licences for a negotiable trial period. This comes with full 'Silver' support and all the benefits associated with paid; subscription licences.
• Link to free trial: Contact us: info@counterpart.com

Service documents

• Pricing document

  PDF

• Skills Framework for the Information Age rate card

  PDF

• Service definition document

  PDF

• Terms and conditions

  PDF

Request an accessible format

If you use assistive technology (such as a screen reader) and need versions of these documents in a more accessible format, email the supplier at info@cymbalstream.com. Tell them what format you need. It will help if you say what assistive technology you use.