Privacy Policy

Privacy Policy

Motio, Inc. (“Motio”, “we”, “our”, and “us”) have a commitment to safeguard the privacy of information entrusted to us and value the trust of our existing and prospective business relations. This Privacy Policy describes how we collect, retain, use, disclose, and safeguard personal information about you when you use our websites (“Sites”) and services (“Services”), in accordance with applicable law. Motio is the data controller and responsible for deciding how we use and hold your personal information.

Collection and Sources of Personal Information

When you use our Sites or Services, or when you register as a Member or Guest, we may collect information that identifies, relates to, or could reasonably be linked to you or another an identifiable person or household (“Personal Information”), including:

  • Personal Details and Contact Information: Name, mailing address, e-mail address, telephone and fax details, signature;
  • Professional Affiliations: Business name, professional title, industry, business address;
  • Financial Information: Payment card number and details, bank account number and details;
  • Technical Data: Internet Protocol (IP) address, browser type and version, operating system, other device information, webpages you visit and links/features you interact with;
  • Operational Data: Transaction amount and details, supplier information, credentials to online services and platforms; and
  • Any further information required for credit verification, compliance/ethics checks, or customer due diligence.

We may collect Personal Information in various ways and from various sources, including:

  • when you interact with one of our Sites;
  • when you register as a Member or Guest;
  • when you enter Motio-sponsored or -affiliated promotions or sweepstakes;
  • when you enter into a transaction or contractual arrangement with us;
  • when you participate in our programs or activities;
  • when you provide information at industry events and trade shows;
  • when you visit our facilities or we visit you at your offices;
  • when you contact our customers services; or
  • in connection with your inquiries and communications with us.

Note that Motio may combine Personal Information about you from various sources, for example combining Personal Information we have collected directly from you with Personal Information we obtain from business partners or other third parties.

Use of Personal Information

We may use your Personal Information for legitimate business purposes, including:

  • To provide the Services to you.
  • To enhance, improve, and modify our current products or Services and develop new products and Services.
  • To respond to your inquiries and fulfill your requests, for example, when you send us questions, suggestions, or when you request to book a demo or a quote or other information about our Services.
  • To execute agreements with customers, suppliers, and business partners, including required screening activities (e.g., for access to our premises or systems, credit verification, compliance/ethics checks, customer due diligence).
  • To complete your transactions and provide you with related customer service.
  • To send administrative information to you, such as changes to our terms, conditions, and policies.
  • To allow you to send messages to another person, if you choose to do so.
  • To send you marketing related emails with information about our Services, new products, and other news about Motio. We will only engage in this activity with your consent or where we have a legitimate interest.
  • To determine the effectiveness of our promotional campaigns and adapt our campaigns to the needs and interests of our users.
  • To and better understand how our Sites and Services are used, so that we can improve the Sites and Services.
  • To better understand you and your preferences, so that we can personalize our interactions with you and provide you with information, content, and/or offers tailored to your interests.
  • For audits, to verify that our internal processes function as intended and are compliant with legal, regulatory, or contractual requirements.
  • For fraud and security monitoring purposes, for example, to detect and prevent cyberattacks or attempts to commit identity theft.
  • To comply with our legal obligations (including under laws outside your country of residence), comply with valid legal process, and respond to requests from public and government authorities (including authorities outside your country of residence).
  • To enforce our terms under the Terms of Use, this Privacy Policy, and other contracts to which we are a party and protect our rights, privacy, safety, and property, and/or that of our affiliates, employees, you, or others.
  • To facilitate a reorganization, bankruptcy, merger, sale, joint venture, assignment, transfer or other disposition of all or any portion of our business, assets, or stock.
Legal Basis for Processing

We process your Personal Information only where we have a legal basis for doing so. That legal basis may be:

  • Where we have your consent;
  • Where processing is necessary to manage our contractual relationship with you;
  • Where processing is necessary to comply with a legal obligation; or
  • Where we or a third party have a legitimate interest, and your interests and fundamental rights do not override that interest.
To Whom We Disclose Your Personal Information

We may disclose your Personal Information to certain third parties, including:

  • Service providers who fulfill certain necessary functions for our business (e.g., website hosting, data analysis, payment processing, information technology and related infrastructure provision, customer service, email delivery, auditing, HR services & payroll).
  • Business partners who work with or on behalf of Motio to help communicate with you about offers from Motio and our affiliates. These business partners are bound by confidentiality agreements to protect your Personal Information and prohibited from further disclosing your Personal Information or using it for purposes outside of the Motio partnership.
  • Law enforcement, governmental authorities, or other third parties as necessary to comply with our legal obligations; respond to subpoenas, court orders, or other legal process; establish or exercise our legal rights; defend against legal claims; enforce our terms; and protect our rights, privacy, safety, and property, and/or that of our affiliates, employees, you, or others.
  • Law enforcement, governmental authorities, or other third parties as necessary to reasonably investigate, prevent, or take action related to illegal activities, suspected fraud, or situations involving potential threat to the safety or wellbeing of any person.
  • A related business entity (e.g., acquirer, advisor) in the event of any reorganization, bankruptcy, merger, sale, joint venture, assignment, transfer or other disposition of all or any portion of our business, assets, or stock. In such event, Motio will notify you before your Personal Information is transferred and becomes subject to a different privacy policy.

We do not rent, sell, trade, or disclose your Personal Information to third parties for cross-context behavioral advertising purposes.

Cookies

We use first-party and third-party cookies, web beacons, and other similar tracking tools on our Sites. Cookies are short strings of text sent between a web server and web browser whenever an individual accesses a website. They typically contain information like the cookie name, a unique identification number, an expiration date, and domain name information. Cookies can either be “session cookies” which generally last for only one visit and are automatically deleted thereafter, and “persistent cookies” which last for multiple visits and sometimes survive until manually cleared by the user or an event. They can also be either “first-party” which are cookies owned and operated by Motio, or “third-party” which are cookies owned and operated by a third-party entity (e.g., one of our business or marketing partners) and therefore controlled by that third party’s privacy policy rather than this Privacy Policy. We use first- and third-party session and persistent cookies to analyze traffic data on our Sites (e.g., number of visitors, pages viewed), make improvements based on that data (e.g., move features around), personalize or improve your experience on our Sites (e.g., save you the trouble of retyping your information), and identify personalized Services that may be of interest to you.

We also use third-party analytics services like Google Analytics to analyze traffic data on our Sites. These services may collect information like your device’s operating system, browser type, IP address, and the website you visited immediately before ours and may additionally track your clickthrough data on our Sites.

Security Measures
Data Retention
Change of Purpose
Communication Preferences
Your Privacy Rights
Jurisdiction and Cross-Border Transfer
Linked Websites
Modifications to This Privacy Policy
Contact Information
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As the BI space evolves, organizations must take into account the bottom line of amassing analytics assets.
The more assets you have, the greater the cost to your business. There are the hard costs of keeping redundant assets, i.e., cloud or server capacity. Accumulating multiple versions of the same visualization not only takes up space, but BI vendors are moving to capacity pricing. Companies now pay more if you have more dashboards, apps, and reports. Earlier, we spoke about dependencies. Keeping redundant assets increases the number of dependencies and therefore the complexity. This comes with a price tag.
The implications of asset failures differ, and the business’s repercussions can be minimal or drastic.
Different industries have distinct regulatory requirements to meet. The impact may be minimal if a report for an end-of-year close has a mislabeled column that the sales or marketing department uses, On the other hand, if a healthcare or financial report does not meet the needs of a HIPPA or SOX compliance report, the company and its C-level suite may face severe penalties and reputational damage. Another example is a report that is shared externally. During an update of the report specs, the low-level security was incorrectly applied, which caused people to have access to personal information.
The complexity of assets influences their likelihood of encountering issues.
The last thing a business wants is for a report or app to fail at a crucial moment. If you know the report is complex and has a lot of dependencies, then the probability of failure caused by IT changes is high. That means a change request should be taken into account. Dependency graphs become important. If it is a straightforward sales report that tells notes by salesperson by account, any changes made do not have the same impact on the report, even if it fails. BI operations should treat these reports differently during change.
Not all reports and dashboards fail the same; some reports may lag, definitions might change, or data accuracy and relevance could wane. Understanding these variations aids in better risk anticipation.

Marketing uses several reports for its campaigns – standard analytic assets often delivered through marketing tools. Finance has very complex reports converted from Excel to BI tools while incorporating different consolidation rules. The marketing reports have a different failure mode than the financial reports. They, therefore, need to be managed differently.

It’s time for the company’s monthly business review. The marketing department proceeds to report on leads acquired per salesperson. Unfortunately, half the team has left the organization, and the data fails to load accurately. While this is an inconvenience for the marketing group, it isn’t detrimental to the business. However, a failure in financial reporting for a human resource consulting firm with 1000s contractors that contains critical and complex calculations about sickness, fees, hours, etc, has major implications and needs to be managed differently.

Acknowledging that assets transition through distinct phases allows for effective management decisions at each stage. As new visualizations are released, the information leads to broad use and adoption.
Think back to the start of the pandemic. COVID dashboards were quickly put together and released to the business, showing pertinent information: how the virus spreads, demographics affected the business and risks, etc. At the time, it was relevant and served its purpose. As we moved past the pandemic, COVID-specific information became obsolete, and reporting is integrated into regular HR reporting.
Reports and dashboards are crafted to deliver valuable insights for stakeholders. Over time, though, the worth of assets changes.
When a company opens its first store in a certain area, there are many elements it needs to understand – other stores in the area, traffic patterns, pricing of products, what products to sell, etc. Once the store is operational for some time, specifics are not as important, and it can adopt the standard reporting. The tailor-made analytic assets become irrelevant and no longer add value to the store manager.