PlanBase Inc. Privacy Policy

Effective: August 24, 2007
Updated: August 4, 2016

Our Commitment To Privacy

Your privacy is important to us. To better protect your privacy we provide this notice explaining our online information practices and the choices you can make about the way your information is collected and used. To make this notice easy to find, we make it available on our homepage and at every point where personally identifiable information may be requested.

The Information We Collect and How We Use It:

This notice applies to all information collected or submitted on the website, PlanBase Hoshin, and PlanBase Scorecard.

Unless you otherwise consent, we do not share the information you provide about yourself with outside parties except to the extent necessary to provide you with the services you ask for or pay for. We never use or share the personally identifiable information provided to us online in ways unrelated to the ones described below without also providing you an opportunity to opt-out or otherwise prohibit such unrelated uses.

On some pages, you can make requests, and register to receive materials. The types of personal information collected at these pages are:

  • Name
  • Company Name
  • Email
  • Phone

We use your email addresses to have a sales, support, billing, or other representative contact you about services you pay for or information you request. Such addresses are not used for any other purpose and are not shared with other outside parties.

Customers and users of our applications may be contacted for technical support reasons. You can allow us to contact you with occasional updates about our company and our products by checking the box labeled, “Keep me informed of news and updates” on the Contact Us form on our web site. Information you submit elsewhere on our website will not be used for this purpose.

PlanBase Hoshin and PlanBase Scorecard

The types of personal information collected in these applications are:

  • Name
  • Address
  • Phone Number
  • Email Address
  • User ID
  • Password
  • Login and Logout times
  • IP address
  • Browser Type and Version
  • Operating System Type and Version

The email address users provide to the application may be used to send them password reset emails and reminders or notifications in keeping with the services provided by our applications. For instance, “Someone has just assigned you a strategy”, or “A tactic you own has not been reviewed yet for this quarter.

If you wish, you can unsubscribe from reminder emails by logging in and un-checking the Allow Email box on your Account screen. In addition, each such email contains an unsubscribe header and a one-click unsubscribe link at the bottom to prevent such emails from being sent to you in the future. There is no way to unsubscribe from the security emails that are sent when you change your password or change your email address.

Each user’s name appears next to each item they own in the system. Clicking on the mail icon next to the name begins a blank email to that person. Hovering the mouse over the name reveals the phone number. Pages can be printed out by you or other people at your company who can view that page. One user’s name and/or email address may appear in notifications to another user in certain relevant situations such as, “Alice Zimmerman has approved your a strategy”

Collecting this information is an important part of ensuring the security and reliability of PlanBase Hoshin and PlanBase Scorecard. Tracking users is one of the ways we keep the system safe for everyone. Being aware of the browser and operating system that people view the system on ensures that the application works well for our users as their browsing habits change over time.

Login times on our demo system may be used to help our sales team know when the best time would be to follow up with you.

An individual who wishes to opt-out of the above uses of their data must petition their organization to purchase an on-site install of our software, or to be excluded from their organization’s license.

Third Parties

If our use of a third party product or service could expose your information to that party, we first ensure that they provide equal or greater protections for your information. We have signed contracts with each applicable vendor stating they will protect your information in accordance with this policy.

Types of Third Parties and Purposes for Sharing

We currently contract dedicated server, network, and firewall resources from a third party in order to host PlanBase Hoshin and Scorecard. A second vendor manages PlanBase associate email mailboxes (used for sales and support communications with you). A third vendor tracks all system emails for accurate delivery, to report incorrect addresses, and to ensure that you actually receive the notifications you pay for (described under “PlanBase Hoshin and Scorecard” above).

For those who signed up for the “keep me informed” newsletter, we provide your name and address to a legitimate, mailing list service who ensures that your information will only be used for delivery of those emails.

PlanBase Inc. may be required to disclose personal information in response to a lawful request by public authorities, including to meet national security or law enforcement requirements.

PlanBase Inc. may be liable for certain onward transfers to third parties.

Our Commitment To Data Security

To prevent unauthorized access, maintain data accuracy, and ensure the correct use of information, we have put in place appropriate physical, electronic, and managerial procedures to safeguard and secure the information we collect online.

Our Commitment to Children’s Privacy:

We never collect or maintain information at our website or applications from those we actually know are under 13, and no part of our website or applications are structured to attract anyone under 13.

How You Can Access or Correct Your Information

You can access all your personally identifiable information that we collect online and maintain by signing into your account and changing it. You should use this same procedure to correct factual errors in your personally identifiable information. Depending on your contract, you may be directed to an administrator at your company for help, or you may be able to contact us directly. If you have our email address, you can email us, otherwise, you can use the Contact Us form on our web site or the phone number found there.

To protect your privacy and security, we may also take reasonable steps to verify your identity before granting access or making corrections. If you work for a company that uses PlanBase Hoshin or PlanBase Scorecard and they pay for your information to be stored in our systems, you may have to tell them of your intent to delete your information before contacting us to purge all your information from our systems.

EU-US Privacy Shield Compliance

PlanBase Inc. complies with the EU-US Privacy Shield Framework as set forth by the US Department of Commerce regarding the collection, use, and retention of personal information from European Union member countries. PlanBase Inc. has certified that it adheres to the Privacy Shield Principles of Notice, Choice, Accountability for Onward Transfer, Security, Data Integrity and Purpose Limitation, Access, and Recourse, Enforcement and Liability. If there is any conflict between the policies in this privacy policy and the Privacy Shield Principles, the Privacy Shield Principles shall govern. To learn more about the Privacy Shield program, and to view our certification page, please visit

The Federal Trade Commission is the enforcement authority with jurisdiction over PlanBase Inc. compliance with the Privacy Shield.

Privacy Complaints by European Union Citizens

In compliance with the EU-US Privacy Shield Principles, PlanBase Inc. commits to resolve complaints about your privacy and our collection or use of your personal information. European Union individuals with inquiries or complaints regarding this privacy policy should first contact PlanBase Inc. by filling out the Contact Us form on our web site, or by mail at:

Attn: EU-US Privacy Shield Compliance
PlanBase Inc.
13 Branch Street, Suite 103
Methuen, MA 01844

PlanBase Inc. has further committed to refer unresolved privacy complaints under the EU-US Privacy Shield Principles BBB EU PRIVACY SHIELD, a non-profit alternative dispute resolution provider located in the United States and operated by the Council of Better Business Bureaus. If you do not receive timely acknowledgment of your complaint, or if your complaint is not satisfactorily addressed, please visit for more information and to file a complaint.

Privacy Shield Panel

There exists a possibility, under certain limited conditions, for individuals to invoke binding arbitration before the Privacy Shield Panel to be created by the US Department of Commerce and the European Commission.

How To Contact Us

Should you have other questions or concerns about these privacy policies, please fill out the Contact Us form on our web site or mail us at:

Privacy Questions
PlanBase Inc.
13 Branch Street, Suite 103
Methuen, MA 01844