Privacy Policy Statement

1. Information We Collect Through Our Website

When visitors contact workMETHODS through our website, we may collect:

• Name
• Email address
• Phone number
• Reason for contacting us
• Other information voluntarily provided through our contact forms

We also collect certain website usage information through Google Analytics and standard website hosting technologies.

2. How We Use Your Information

We use information collected through our website to:

• Respond to inquiries and provide requested information.
• Communicate with existing and prospective customers.
• Provide information about our products, services, and offerings.
• Conduct marketing activities where permitted by applicable law.
• Analyze website traffic and improve website functionality.
• Maintain website security and prevent unauthorized or fraudulent activity.
• Comply with applicable legal obligations.

Where required by law, we obtain consent for marketing communications. Recipients may opt out of promotional emails at any time by following the unsubscribe instructions or contacting us directly.

3. WM Process Platform – Customer Data Privacy

WM Process Platform is a business process and workflow automation solution developed by workMETHODS. It operates within the customer's Microsoft 365 environment using technologies including Microsoft SharePoint Online, Power Automate, JavaScript, and PowerShell-based components.

Customer Data Ownership and Control

Customer business data remains under the ownership and control of the customer.

Data Storage and Processing

Customer business data, including documents, records, and workflow information, is stored within the customer's Microsoft SharePoint Online environment and processed using Microsoft 365 services.

No Customer Data Collection by workMETHODS

WM Process Platform does not transmit customer business data, telemetry, or application logs to workMETHODS servers.

workMETHODS does not independently collect, store, or use customer business data through the operation of WM Process Platform for marketing, analytics, or other commercial purposes.

Access Controls and Security

Access to customer data is governed by Microsoft 365 authentication, authorization, security settings, and permissions established within the customer's environment.

Data Retention and Deletion

Customer business data remains subject to the customer's Microsoft 365 data retention, governance, and deletion policies.

Microsoft 365 services process information in accordance with Microsoft's applicable service agreements and privacy commitments.

Information separately provided to workMETHODS for technical support or business communications is handled according to this Privacy Policy and applicable contractual arrangements.

4. Google Analytics and Cookies

Our website uses Google Analytics, a web analytics service provided by Google LLC, to understand visitor activity, measure website performance, and improve user experience.

Google Analytics may collect information including:

• Pages visited and time spent on the website
• Website navigation and interaction patterns
• Browser and device information
• Approximate geographic location
• Cookies and other online identifiers used to distinguish visits and sessions

Google Analytics uses cookies and similar technologies to collect website usage information. Google may process this information on our behalf in accordance with its applicable terms and privacy policies.

We use Google Analytics to evaluate website traffic and improve our website, products, and services.

Visitors can manage cookies through their browser settings or use the Google Analytics Opt-out Browser Add-on:
https://tools.google.com/dlpage/gaoptout

Additional information about Google's data practices is available at:
https://policies.google.com/privacy

Where required by applicable law, we will obtain consent before using non-essential analytics cookies or similar technologies and provide visitors with appropriate choices.

5. Sharing and Disclosure of Information

workMETHODS does not sell or rent personal information to third parties.

We may disclose limited personal information:

• To service providers, including Google Analytics, that support our website, business communications, and operations.
• When required by law, regulation, or valid legal process.
• When reasonably necessary to protect our legal rights, systems, or security.

Information received from Microsoft through Marketplace transactions or inquiries will be used in accordance with applicable Microsoft agreements. We will obtain customer consent before using Marketplace-provided contact information for marketing purposes.

6. Data Security

workMETHODS maintains reasonable administrative and technical safeguards designed to protect personal information against unauthorized access, alteration, disclosure, or destruction.

Customer data processed through WM Process Platform remains within the customer's Microsoft 365 environment and is protected by applicable Microsoft security capabilities and customer-configured controls.

No method of electronic storage or transmission can be guaranteed to be completely secure.

7. Data Retention

We retain website inquiry information for as long as reasonably necessary to fulfill business purposes, maintain customer relationships, comply with legal obligations, or resolve disputes.

Website analytics information is retained according to our configured Google Analytics data retention settings.

Customer business data processed through WM Process Platform remains subject to the customer's Microsoft 365 retention policies.

8. Your Privacy Rights

Depending on applicable privacy laws, individuals may have the right to:

• Request access to personal information we maintain about them.
• Request correction of inaccurate information.
• Request deletion of personal information, subject to applicable legal obligations.
• Withdraw consent where processing is based on consent.
• Opt out of marketing communications.

Requests may be submitted to support@workmethods.com.

For information maintained within a customer's Microsoft 365 environment through WM Process Platform, individuals should contact their organization's designated administrator or privacy representative.

9. International Data Processing

Information collected through our website may be processed in the United States or other countries where workMETHODS or its service providers operate.

We will apply appropriate safeguards for international transfers of personal information where required by applicable law.

10. Third-Party Services and Websites

Our website may contain links to third-party websites and services. workMETHODS is not responsible for the privacy practices of independently operated third-party websites.

WM Process Platform operates using Microsoft 365 services, which are governed by Microsoft's applicable privacy policies and service agreements.

11. Changes to This Privacy Policy

workMETHODS may update this Privacy Policy periodically to reflect changes in business practices, products, technology, or applicable laws.

Updates will be published on this webpage with a revised effective date.

12. Contact Information

For questions regarding this Privacy Policy or requests concerning personal information, please contact: