Revalize Customer Support Policy

Revised Date: July 29, 2024
The intent of the Customer Support Policy is to provide Revalize customers with information regarding Revalize Customer Support and to describe the procedures we employ to address customer-reported issues and requests. Revalize reserves the right to update this Customer Support Policy at any time.

Revalize Customer Support

Overview
Revalize provides standard support for all Revalize products. The details of the scope, process and procedures for such support are covered within this Revalize Customer Support Policy.  Contractual provisions will be observed during the term of the current contract. 
Ongoing support is a critical component of any strategic business investment with the Revalize product(s) deployment. For the avoidance of doubt, unless specifically noted, this Revalize Customer Support Policy applies to Revalize product(s), not for any third-party or Customer specific components used with the Revalize product(s).
Product and Customer Solution Issue Troubleshooting

Customers may submit issues they are experiencing with their Revalize product(s) and implemented solution to Revalize Customer Support for triage, troubleshooting and resolution. Customer Support follows a defined set of processes to reach a resolution for issues, the details of which are outlined in the Support Process section below.

Basic Application Guidance
Customers may ask questions related to the daily administrative maintenance of Revalize product(s) that comprise a customer’s solution. Asking questions of Revalize Customer Support does not take the place of formal administrative training and certification.
Self-Service Assistance

Customers with qualifying contracts shall have access to the knowledge base and self-guided “how to” materials found the Revalize Customer Portal: https://support.revalizesoftware.com. These resources are intended to provide basic information and do not replace formal administrative training and certification.

Revalize Customer Support Hours

Revalize observes the following standard business hours, Monday through Friday, excluding holidays:   
Unless notified otherwise, Revalize Customer Support is available during these standard business hours.  Notices will be posted on the Revalize Customer Portal if availability differs from the above. 

Support Process

The below processes address what a customer should do prior to submitting a case to Revalize Customer Support, provides a high-level overview of what happens when an issue is submitted to Revalize, and outlines the specifics for the key elements of how issues are managed until resolved.
Before submitting an issue, a customer should:
Assisted Support Issue Management Process Overview
Revalize leverages a defined process, issue classification criteria and an online case tracking system to effectively facilitate each step in resolving an issue. Customers who contact Revalize Customer Support should expect the following:  
Contacting Revalize Customer Support

If a customer has fully evaluated the issue per the above recommended steps and cannot identify a resolution, their Designated Contact should contact Revalize Customer Support (see Designated Contact section below) to resolve the issue in the most efficient manner possible.

The primary method to contact Revalize Customer Support is the Revalize Customer Portal: https://support.revalizesoftware.com.

The Revalize Customer Portal provides customers the ability to submit support requests, view and respond to existing cases, and access the online knowledge base. Revalize Customer Support seeks to respond to requests promptly and prioritizes the responses based on reported severity and business impact. Additional information is available in the Target Initial Response Time section below.

Submitting an Issue
When the Designated Contact submits an issue through the Revalize Customer Portal, they should provide detailed information to assist Revalize Customer Support reach a resolution or answer quickly. The quickest path to issue resolution is when information related to the issue is presented in an organized and timely manner and the issue can be reproduced within a customer’s environment.
When submitting a case through the Revalize Customer Portal, the following information is required:
As mentioned above, when submitting an issue or request, the customer will be asked to 1) assign a severity rating to the issue, 2) provide information related to the business impact, and 3) identify the affected environment (production, test, etc.). Taken together, these inputs help Revalize Customer Support determine the prioritization of each issue.
Target Initial Response Time
Revalize Customer Support targets initial response times based on the Severity communicated by the customer when they submit the issue. Resolution times will vary based on the issue being addressed.
Severity 1 issues (Urgent) are reserved for production environment issues, including production system outages, severe degradation of software performance, and potential data integrity or security events.
Issue Severity Target Initial Response Time
Urgent (Severity 1) <2 business hours
High (Severity 2) <8 business hours
Medium (Severity 3) <2 business days
Low (Severity 4) <3 business days
Issue Severity
Revalize Customer Support prioritizes the target initial response based on an issue’s reported severity, and then prioritizes the issue based on a combination of customer-reported inputs. Additional inputs include the business impact and affected environment.
If a customer submits multiple requests for assistance, each issue will be prioritized individually. If the issues are assigned the same severity level by the customer, Revalize Customer Support will address the issues based on the business impact, affected environment, and in the order in which they are received.
The table below provides additional context regarding issue severity. Revalize Customer Support will strive to react to high severity issues within a targeted time period as noted above.
Severity Scale
Urgent (S1) Used to indicate an issue of grave importance for the customer. Production stack is down or a major malfunction resulting in a product inoperative condition with no workaround immediately available. All or a clear majority of users are not able to access the system, to reasonably perform their normal functions. Applies only to production systems.
High (S2) Used to indicate this is high importance to the customer. A work-around may be available, but that resolution is not optimal. Critical loss of application functionality or performance, resulting in a majority of users unable to perform their normal functions. The product is usable, but severely limited.
Moderate (S3) Used to indicate an issue of moderate importance to the customer. A work-around is available and may be sufficient for a limited time. Moderate loss of functionality or performance, resulting in multiple users impacted in their normal function. Minor feature/product failure.
Low (S4) Used to indicate something at the customer site that does not impact their current workflow processes. Minor problems or questions that do not affect product functionality, such as How-To’s, documentation, and general questions.
Revalize understands that the severity of an issue may evolve over time. While reprioritization is not guaranteed, these situational changes may be discussed between the Designated Contact and the assigned Revalize Customer Support Case Owner.
Case Owner
Each case will be assigned to a Revalize Customer Support Case Owner. The Case Owner is responsible for communicating with the customer contact, updating the case’s status in a timely manner, referring it to other departments when appropriate, and escalating the case to management and other departments as needed.  The Case Owner may change following the initial issue triage and during the case’s life, based on additional information learned from the customer.
Initial Issue Triage

Upon confirmation of Severity, Revalize Customer Support will review and provide initial triage of the customer-reported issue based on the information the customer provides when submitting the issue via the Revalize Customer Portal. The more information provided (see Submitting an Issue section above) when an issue is submitted the more accurate the initial triage performed will be in identifying a path to resolution.

Remote Issue Troubleshooting
Revalize Customer Support delivers all support services remotely, employing the use of a remote desktop sharing software. This tool provides Customer Support the ability to create a remote desktop sharing session that allows Customer Support Case Owner to witness an issue firsthand and aid with issue investigation and troubleshooting. Customer Support cannot access your environment without your explicit acceptance of the remote desktop sharing session invitation and will only stay connected to the remote session with your continued presence to ensure adherence to data handling and security best practices. If on-site assistance is needed, customers have the option to engage Revalize Professional Services for consulting services.
Issue Escalation Process
In the event an issue is taking longer than expected for action and resolution, Revalize Customer Support has adopted rules to elevate the visibility of a case and progress the issue troubleshooting.  Revalize Customer Support seeks to provide exemplary service and support and makes a concerted effort to resolve issues as quickly as possible; however, resolution times cannot be guaranteed.  
Issue Resolution
Revalize will determine the cause of an issue experienced by the customer.  Most commonly these are determined as:
Product Enhancement Requests
Product enhancement requests submitted to Revalize Customer Support are documented through a case and transferred to Product Management for review and potential inclusion in the product roadmap. Once a product enhancement request has been transferred to Revalize Product Management and any additional information needed for review has been collected from the customer, Customer Support will close the case. Updates regarding the status of a product enhancement request will be communicated by Revalize Product Management as roadmap decisions are made.
Customer Feedback
Revalize Software actively and regularly seeks feedback from customers regarding our products and services. When a case is closed, the customer contact associated with a case will receive an email inviting them to complete a brief online Customer Satisfaction (CSAT) survey. The survey provides the customer an opportunity to provide quantitative and qualitative feedback regarding the case by focusing on the customer’s satisfaction in three areas: 1) the service provided by the Customer Support Representative, 2) the timeliness of our response, and 3) the quality of solution provided. The customer may also request to be contacted by a Customer Support Manager regarding their experience. Revalize takes customer feedback very seriously and shares it with Product, Professional Services, and other departments to improve our solutions and services. On behalf of Revalize, thank you for taking the time to provide your perspective regarding our efforts to help your business.

Support Policy

Customer Support Communications
Revalize Customer Support communicates to customers via the Revalize Customer Portal. Notices related to upcoming product releases, hotfixes, beta testing, maintenance windows, critical product incidents, Customer Support availability, and updates to cases. Revalize Customer Support does not utilize individual Customer Support Representative email inboxes for communications related to issues.
Designated Contacts
Designated Contacts are users the customer identifies as the primary points of contact between a customer’s organization and Revalize Customer Support. Designated Contacts are commonly system administrators, assigned from a customer’s internal Level 2 or above support team, or serve as a customer’s business lead. The benefits of the Designated Contact role include building consistency in support issue reporting and providing standards to maximize efficiencies for both the customer and Revalize.
A customer may identify multiple Designated Contacts. Revalize recommends customers identify a minimum of two Designated Contacts. Customer shall notify Revalize in writing no less than five (5) business days whenever Designated Contact responsibilities are transferred to another individual. Revalize deems each Designated Contact as an authorized representative of the customer until written notice removing the user’s designation as a Designated Contact has been received by Revalize.
Designated Contacts are responsible for overseeing support case activities, which include:
Revalize understands that some Customers using some Revalize products may not have the infrastructure or expertise to create an internal support team and that establishing a Designated Contact for interacting with Revalize Customer Support may not be feasible. In these situations, cases may be submitted by licensed users. Depending on the request, Revalize reserves the right to confirm legitimacy of the request by contacting the Customer’s Revalize product administrator before triaging the issue. Confirming the request may result in additional delay toward issue resolution.
Partners
Revalize has partnered with select companies to extend a variety of services and functions. In cases submitted by a partner organization on behalf of a customer, the partner assumes the role of the customer. Revalize Customer Support will communicate directly with the partner as necessary. Accordingly, the partner will observe the regulations stipulated in this Support Policy.
Professional Services Assistance
If questions are specific to implemented functionality, or if a change is desired to the implemented solution, requests may be raised to Revalize Professional Services for implementation or solution design consulting. Asking questions of this type to Revalize Customer Support will be transferred of the request to Revalize Professional Services and may result in billable services.