Client system administrators can choose, when creating a user, whether or not to fill in the optional fields in the profile. Each user is free to change the fields of their profiles at any time by clicking on the avatar of their profile (upper right corner) and then on their name.
Apart from corporate IDs, Siteware application does not ask or store other sensitive personal information, such as credit card numbers. In its SaaS Premium version, the software enables the use of federated identity. In this case access is guaranteed by the client’s corporate directory, without the need for password storage.
When a Siteware application is utilized by a user, his activity is logged. This log is considered personal data by the most restrictive standards. See the example:
When the value of a KPI is manually changed in the system, the name of the user who made the change is recorded, reflecting the professional activities associated with its role. This answers commonly demanded logs (time and date + username + action + value). Example: at 09:30 AM on August 02, 2018 user X changes the KPI Y to the Z value.
There are other situations where users’ activities are also logged. They are: system access, tasks, file attachment, workflow, meetings, projects and other system objects. As in the previous example, this information is used for audit purposes.
The collection, use and sharing of information is related to performance management and may vary according to the modules used by customers. Check which Siteware application modules are being used by your company. Below are the most common features of each module and some typical audit logs from each one:
Corporate Performance (or Valorae Goals) brings together in one place the strategic, tactical and operational indicators, extracting the information from other systems or ERPs used in the company. Information can be fed automatically by interfaces or manually by defined users (generating logs). In this module it is possible to monitor in real time the result of the strategic planning, involving all the employees around the improvement of the results, regardless of the management model used.
Individual Performance (or Valorae) module assists in the development and retention of talents. With it, it is possible to evaluate the performance and remunerate employees by the result. It has the function of Program of Results (Variable Remuneration), Evaluation of Competences for the development of Individual Development Programs (IDP) and 9 Box Matrix.
Meeting Management (or Valorae meetings) module supports the entire life cycle of a meeting: from scheduling, defining the agenda, inviting participants, creating agreed tasks, and drawing up and approving the minutes. In line with the Getting Things Done (GTD) methodology, it allows the monitoring of defined tasks (creation and execution log).
Insights (only for STRATWS One) automates the in sight management process, which makes management transparent and focused on what really matters. Through presentations, panels or reports, it gathers the information from the indicators accompanied in the Corporate Performance module in order to share them with the whole team. This can include viewing results for internal LCD TVs in common areas (for Stratws One only). In this way, it is possible to increase engagement, productivity and improve the relationship between all areas of the company.
Improvement Opportunities (only for STRATWS One) leads to the analysis and solution of problems, causing the company to implement continuous process improvement through universal methodologies such as: PDCA, FCA, DMAIC, among others. In addition, this module provides support for obtaining and maintaining key certifications, grouping analyzes into Corrective Actions and Improvement Actions. Forms can be created in this module and tasks defined (changes are logged). Users access the tasks assigned to them, as well as approval flows (logged in).
Project Portfolio Management (only for STRATWS One) module allows monitoring the evolution of a project, change management, deliveries and their costs, as well as having a graphic and consolidated view of the status of the entire project portfolio. Projects can be created and timeline defined (change logged). Users access projects and schedules in the units assigned to them. Leadership and C-level executives can see the entire portfolio.