Jigsaw Tree Limited and Jigsaw Tree Outsourcing Limited use a number of software applications to maintain customer records, support the delivery of our services and manage our financial accounting.
Below are details of the applications, which may include customer information and files, together with confirmation on the role of the solution. In addition information is provided on the measures taken by the providers to ensure the security and in some cases privacy of that information.
We use a suite of applications from Zoho. The key ones are our Customer Relationship Management System and e-Mail hosting. In addition to this we use an accounting application for the purposes of time recording and also a document management solution, albeit this is not our primary application for this purpose. Please see more information below.
Customer information is retained primarily for the purposes of enabling our day to day business with prospects and clients alike. We may use this information to inform you about our services and to provide general communications. You can opt out of such communications at any time by contacting us at firstname.lastname@example.org and there is also an unsubscribe option included in such communications.
Zoho Data Security
We use Dropbox to store any files we use as part of the the delivery of our services. This service will also be used to stored any files shared by prospects and clients. Furthermore in the event a prospect or client shares a paper document with us an electronic version may be created and in such circumstances it will be stored in this service.
Smartsheet is an online collaboration tool we use to support the delivery of our services and an example of use would be project management support. A feature of Smartsheet is attaching documents to support the activity being managed or delivered using an online sheet. As such Jigsaw Tree Limited, Jigsaw Tree Outsourcing Limited and client documents can be potentially be stored in this service. Client access to Smartsheet is provided by creating password protected free collaborator accounts and for that purpose we record the users name and email address.
Smartsheet have also produced a helpful document which can be viewed here.
Engage provide a suite of online applications to help visualise, analyse and publish businesses processes. Where our service includes supporting firms in the area of business process we will use these tools and store process models and potentially supporting documentation. Client information is not stored in these applications.
The solution is hosted on Microsofts Azure platform and you can access information on their trust controls including privacy here.
Xero is our core accounting application and such we keep a record of our customers and contact information in the application for the purposes of issuing invoices.