COUNTERPART SOLUTIONS LIMITED

Strategic Portfolio Management Software (SPM)

Counterpart Insight is a Strategic Portfolio Management Solution (SPM)
that is the key to unlocking sustained growth and a competitive advantage.
Insight manages strategic initiatives, missions and projects to provide executives with actionable intelligence and crystal-clear alignment with your business strategy. This maximises the return on investment for your organisation.

Features

• Project planning tool with Gantt chart and resource search availability.
• 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 AI-based resource 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 365 (M365)
• Business transformation and organisational change management
• Project collaboration
• Time and expense tracking

£10 to £69 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@counterpart.com. Tell them what format you need. It will help if you say what assistive technology you use.

Framework

G-Cloud 14

Service ID

191499569317087

Contact

Rico Martin
(0)330 113 3088
info@counterpart.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
  • PDF
  • 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: Not a reseller

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: No
• 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

  We will reduce our environmental impact by: ; Minimising our energy consumption and greenhouse gas emissions. ; Conserving water and other resources. ; Reducing waste generation and promoting recycling. ; Using sustainable materials and products whenever possible.

  Covid-19 recovery

  We acknowledge how organisations are currently facing challenging times, now that we are coming out of the pandemic and people are returning to a “New Normal”. We also recognise how important it is to stay in control of your business and maintain operational efficiency to reach your business goals. ; ; We are committed to supporting your businesses in their operations and helping respond to their unique demands and at the same time being fully supportive of our staff at Counterpart. Counterpart employees’ health and wellbeing are of utmost importance to us. As all staff are working from home, we have extensive online collaboration capabilities to help ensure business continuality and work hard to ensure everyone stays healthy and safe. At the same time servicing our clients.

  Tackling economic inequality

  We will promote economic sustainability by: ; Managing our resources efficiently. ; Investing in innovation and technology to improve our sustainability performance. ; Creating long-term value for our stakeholders.

  Equal opportunity

  Fostering a culture of inclusion where everyone feels welcome and respected. ; Providing equal opportunities for all employees regardless of their race, ethnicity, religion, gender, sexual orientation, age, disability, or any other factor. ; Attracting and retaining a diverse workforce that reflects the communities we serve. ; Developing and promoting inclusive leadership practices. ; Creating a workplace free from discrimination and harassment.

  Wellbeing

  We will promote social responsibility by: ; Providing a safe and healthy work environment for all employees. ; Upholding fair labour practices and respecting human rights. ; Supporting the communities in which we operate. ; Engaging in ethical business practices.

Pricing

• Price: £10 to £69 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@counterpart.com. Tell them what format you need. It will help if you say what assistive technology you use.