NelsonHall Citation Policy

Important note about using the company name

On first mention, NelsonHall should be cited as "NelsonHall Ltd". On subsequent mentions, "NelsonHall" is sufficient. Please note that NelsonHall is one word, with a capitalized N and H. Any mention of NelsonHall should include a link to the company website www.nelson-hall.com

Citation policy overview

As stated in the standard NelsonHall Terms & Conditions (March 2013), "The Client is responsible for ensuring that its personnel protect NelsonHall research documents and other work products from unauthorized access and breach of IP. The client agrees that it will put in place processes and communicate to users their duty to protect NelsonHall research documents and other work products to ensure that they are not wholly, or in part, distributed to, or accessible by, personnel outside the Client organization. This includes sub-contractors working for the Client organization and any third-parties including other consultancies, analyst and advisory firms.

However, in certain circumstances, the Client may use excerpts from, or otherwise reference, NelsonHall research documents for external use only upon obtaining prior written approval from NelsonHall. All such usage must comply with the guidelines defined in this NelsonHall Citation Policy document.

The Client is granted a license to use the Services (including data and information) provided by NelsonHall to support internal marketing, strategic planning, and business development functions and for no other purpose. This includes the right to quote or paraphrase individual sentences or occasional paragraphs, but not entire pages or chapters, with the exception of the work product published within NelsonHall Vendor Evaluation and Assessment (NEAT) projects (see NEAT Citation Policy).

For these purposes "internal" use means uses intended only to serve the information needs of the Client (as distinguished from its suppliers, affiliates, and customers) and only to be seen by the Client's officers, employees, and contractors obligated to treat such information as confidential. For all internal usage, Client agrees to source NelsonHall by name. Client shall not sublicense, lease, sell, transfer or assign (including through a change of control by merger or otherwise) this License, or use the Services in any manner which violates this license or any applicable laws.

Except as expressly provided herein, reproduction of NelsonHall's work product in any form or by any means (including but not limited to use in any social media, traditional print media, event banners, posters, internet postings, or other public display) without NelsonHall's prior written permission is prohibited. Client represents that it has or will put in place procedures to promote compliance with the above restrictions; that it will monitor compliance on its own and as requested by NelsonHall; and that in the event of a breach or alleged breach of these restrictions it will provide NelsonHall with access and cooperation to enable NelsonHall to audit compliance. Upon request, Client agrees to provide NelsonHall with evidence of such compliance.

Obtaining citation approval

For non-NelsonHall-clients, email [email protected] to discuss your citation request.

For active NelsonHall clients, all citation requests should be sent to the Client's designated account manager, who will liaise with NelsonHall's Client Relationship Director to seek approval. Approval requests will be dealt with within two business days of receipt of the Client request.

You should include in your email:

• The company/organization you are working on behalf of
• Details of what you are citing (the exact text/graphics, plus the source of this information), the full context of where, when, and how it will appear, and any screenshots/mockups you have of this
• The timeframe of your request

NEAT citation policy

The Client right to quote or paraphrase individual sentences or occasional paragraphs granted in Section 1 does not apply to NelsonHall Vendor Evaluation and Assessment (NEAT) projects.

NEAT-related "publication and re-use rights", together with the permission to quote from the findings of these studies are separately chargeable optional items, priced per project and not covered by the Client's subscription to NelsonHall research programs. However, the NEAT research and tools will be provided, within each program to which the Client subscribes, for the Client's internal use as added value within the Client's subscription. The Client acknowledges that this access is only for their internal use and NEAT-related content must not be referenced to, or quoted to, the Client's customers or other third-parties.

Where the Client has purchased NEAT "publication and re-use rights" (otherwise referred to as "reprint rights"), then NelsonHall grants the purchasing organization the following rights:

• The right to reproduce the individual NEAT graph or graph(s) purchased, in its/their entirety without modification
• Use of the NEAT statement: "Vendor X was identified as a "Leader/High Achiever/Innovator/Major Player" in NelsonHall's NEAT vendor evaluation for (name of NEAT) (name of market segment(s))"
• Use of extracts from the vendor summary and vendor assessment covering the purchasing vendor within the NEAT projects and from the market analysis associated with the NEAT project

Note that NelsonHall will not sanction any variation or embellishment to the standard form of wording above. A separate statement applies to each NEAT graph purchased.

The purchase of NEAT reprint rights does not grant the purchaser access to the wider NEAT tool, or the right to provide modified views of the NEAT graphs developed either via user-specified weightings or otherwise.

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Terms of Use

Copyright

Entire contents © 1998-2018, NelsonHall Ltd. All rights reserved. The NelsonHall logo and its derivatives are trademarks of NelsonHall ltd. All other trademarks are the property of their respective companies.

All research, analysis, data and any other information produced by NelsonHall in any form, is proprietary to NelsonHall and is protected by U.S. and foreign laws governing intellectual property. All such information published by NelsonHall or presented by its employees, in any form, is copyright protected, inclusive of material appearing in a hard-copy format, electronically, on NelsonHall's website or via any other means. Since applicable laws do not require a copyright notice, the omission of the copyright notice by NelsonHall does not invalidate copyright protection, and it does not indicate that NelsonHall authorizes the reproduction of such proprietary material at any time.

You are permitted to access the website, including the written text, graphics, data, images, illustrations, marks, logos, sound or video clips, photographs and/or other works, solely for your or your organization's internal information purposes. You agree to maintain all copyright, trademark and other notices related to the website's content. You may not copy, transmit, reproduce, publicly display, perform, distribute, alter, transmit or create derivative works of any information produced by NelsonHall, or any part thereof, whether electronically or otherwise, without the express, written permission of NelsonHall, or unless covered by the NelsonHall citation policy.

Restriction on use

The user will not (i) violate the security of the NelsonHall website, or attempt to gain unauthorized access to the website or its data, materials, information, computer systems or networks connected to any server associated with the website through hacking, password timing or any other means; (ii) attempt any action that, in the sole discretion of NelsonHall, imposes or may impose an unreasonable or disproportionately large burden on the website or its infrastructure; (iii) use or attempt to use any automated device, program, tool, algorithm, process or methodology to access, acquire, copy, or monitor any portion of the website or research without NelsonHall's express permission; (iv) forge headers or otherwise manipulate identifiers in order to disguise the origin of any content.

Termination

In accessing and using this website, the user agrees to comply with all applicable laws and agrees not to take any action that would compromise the security or viability of this website. NelsonHall reserves the right to terminate any user's access to this website at any time, for any reason.

Restricted areas and password protection

Access to certain areas of the NelsonHall website is restricted to NelsonHall clients and staff to whom we have issued passwords. You are not authorized to access any password-restricted areas unless you have received a password from NelsonHall (or from your employer if your employer has been authorized by NelsonHall to issue such password). You may not use another person's password to access the website.

If you are a NelsonHall client or user, you are responsible for keeping your password confidential. You agree not to share your password with any other individuals or to otherwise allow any other individuals to access the website or its contents through your account. You take full responsibility for any activity that occurs through the use of your account and you agree to notify us immediately if you become aware that any other individual has accessed your account or has obtained your password. To protect the security of the website and your account, we reserve the right to monitor usage and suspend access to any account with activity we deem suspicious. If your account is suspended, we will contact you to ensure that your account has not been compromised before reactivating your access.

Accuracy of information

While the information contained on this website has been obtained from sources believed to be reliable, NelsonHall disclaims all warranties as to the accuracy, completeness or adequacy of such information. The user assumes sole responsibility for the use it makes of this website to achieve their intended results.

In no event will NelsonHall be liable for: (i) damages of any kind, including without limitation, direct, incidental or consequential damages (including, but not limited to, damages for lost profits, business interruption and loss of programs or information) arising out of the use of or inability to use NelsonHall's website or research, or any information provided on the website, or in its research; or (ii) any claim attributable to errors, omissions or other inaccuracies in the research or its interpretations.

Changes or updates to the website

NelsonHall reserves the right to change, update or discontinue any aspect of this website at any time without notice. Your continued use of the website after any such change constitutes your agreement to these terms of use, as modified.

Third party links

The NelsonHall website may contain links to other third-party websites, which are provided as additional resources for the convenience of users. NelsonHall does not endorse, sponsor or accept any responsibility for these third-party websites, the user agrees to direct any concerns relating to these third-party websites to the relevant website administrator

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Privacy Policy

This Privacy Policy explains how we collect and use information that you provide via our websites and apps or when you register for our services or our events. Please review this policy before you give us any information. By using our websites or apps or registering for our services and events, you consent to the collection and use of your information as described in this Policy.

What data we collect on you

NelsonHall collects personal data when you:

• Register for NelsonHall (or sub-website) website or app access
• Request information through our website, email, face to face, or phone enquiry
• Are part of a company/organization that signs up its employees to the NelsonHall service
• Sign up for NelsonHall online or physical events
• Apply for jobs or participate in surveys run by NelsonHall
• Subscribe to a NelsonHall newsletter or any other online service offered by us
• Provide data to third parties to whom you have given consent to pass it on to us
• Use our website (we collect data through automated means such as cookies - details below)

Through these means we collect the personal data that you manually provide (such as names, mailing addresses, email addresses, telephone numbers, company, and resumes) and automated personal data that is not directly entered (such as IP addresses, browsing patterns, email correspondence, or cookies).

We then categorize this information under the following three broad categories:

• Personally Identifiable Information: Personally Identifiable Information is any piece of data about a person that can, in any way, identify them or allow someone to contact them. This may include, but is not limited to, names, mailing or email address, job title, and phone numbers.
• Personally Linked Information: Personally linked information is data that does not identify a specific person, but is still linked to a specific person. This includes website logins, report usage, customer support requests and website viewing habits in general. This information is used to help us improve our product and service offerings, as well as to provide more personalized content.
• Aggregated Information: Aggregated information is information that has been collected, compiled and summed in the aggregate, and bears no connection to any specific person. This information might include total views of a particular report or a total number of logins in a 24-hour period. Aggregated information is always anonymous by its very nature. Aggregated information is used for any number of purposes, including future research direction, press releases and customer relations. Aggregated information does not identify individual users, and we do not link aggregated information to your personal information.

Please also note that:

• We do not collect sensitive Personal Data, such as information relating to health, race, ethnicity, sexual orientation, or trade union membership - unless this information is required to administer employee benefits. We may collect other sensitive information from employees or applicants if required to show compliance with fair hiring and employment laws.
• We do not collect or store credit card data. You may enter such data into the system of an independent credit card processor, but it is not accessible to or stored by NelsonHall.
• Our services are not directed at people under the age of eighteen, and we request that they not provide us any Personal Data. We will erase any such data that is inadvertently provided or stored.

How your personal data will be used.

Your personal data will not be sold to or otherwise provided to third parties for the purposes of marketing their goods or services without your express permission - and will not be subject to any automated decision-making or profiling that would affect your rights.

NelsonHall only collects, stores, and uses your personal data for the following purposes:

On the basis of express consent (where you tell us we can do something), such as:

• To register a user account on our website in your name and generate you a password
• To improve the services offered by NelsonHall following survey responses you provide to us
• To enable you to share our content with others, e.g. by using the social media "share" functionality
• To register you as an attendee at NelsonHall online and physical events
• To contact you about products and services offered by us and selected partners
• To enable NelsonHall online communities, or to engage on third party communities/services
• To assess your employment application, employment suitability, and maintain employment records

For our legitimate interests in conducting our business, such as:

• To pursue our legitimate interests in marketing our goods or services, except where those interests are overridden by your interests or fundamental rights
• To help us deal with and respond to your inquiries and to send you certain information at your request
• To prepare for or perform contracts for the sale of NelsonHall's services
• To comply with judicial or governmental subpoenas, warrants or orders and meet disaster recovery and business continuity obligations
• To maintain a secure website and enforce the legal terms that govern our websites and services
• To communicate with you about your account and to help us identify you when you contact us
• To conduct research and analysis (including surveys and the creation of statistical and testing information) in connection with the collection of our research (our core business service)
• To enable you to access and use the services offered by our service providers; processing any transaction between you and a third party; and tracking sales
• To create aggregated or anonymized data to perform and communicate group-wide analysis of usage patterns
• To improve our performance by using third party vendors. Contractual agreements between us and such third parties provide that your information will be kept confidential and secure.

Through the use of automated cookies:

A cookie is a small text file that a website saves on your computer or mobile device when you visit the site. It enables the website to remember your actions and preferences (such as login, language, font size and other display preferences) over a period of time, so you don't have to keep re-entering them whenever you come back to the site or browse from one page to another.

What types of cookies does NelsonHall use?

• Necessary: cookies required for access to the website and core functionality
• Behavior and analytics: cookies used to gather behavioral information through the website to provide customized content, recommendations, and analytics

Behavioral information collected by our web analytics vendor is used to analyze data pertaining to visitor trends, research consumption, and research grading in order to improve our research, plan Site enhancements, and measure overall Site effectiveness. We may also use cookies or web beacons to help us offer you products, programs, or services that may be of interest to you and to deliver relevant advertising. We may use third-party advertising companies to help tailor our website content to users or to serve ads on our behalf. These companies may also employ cookies and web beacons to measure advertising effectiveness.

Cookies and web beacons do not contain personally identifiable information; however, if you are a registered user, we may store this information with your registration information to enable us to better serve you. Use of cookies may also allow us to automate your access to password-protected portions of the website making it unnecessary for you to have to re-enter your password each time you visit.

How your personal data will be protected

NelsonHall complies with all laws and regulations applicable to it, including data protection laws. NelsonHall has appropriate technical and organizational measures in place to ensure that your data:

• Is processed lawfully, fairly and in a transparent manner
• Is collected for the purposes specified above and not further processed without additional consent
• Is adequate, relevant and limited to what is necessary for the purposes it was provided for
• Is accurate (with inaccurate data promptly corrected/deleted) and, where necessary, kept up to date
• Is retained for no longer than needed for the intended purpose
• Is kept secure, and that you are alerted in the unlikely event of a data breach

We have implemented administrative, technical, and physical security measures to help prevent unauthorized access to both your data and NelsonHall data. Despite these measures, no data transmission over the Internet can be entirely secure, and we cannot and do not guarantee or warrant the security of any information you transmit via our websites or apps - or those of third parties.

We make efforts to restrict access to information to only those employees, contractors, and agents who need such access in order to operate, develop, improve, or deliver our programs, products, and services.

How long your personal data will be retained:

NelsonHall will only retain your personal data for the time needed to accomplish the purposes it was intended for (or was given consent for). NelsonHall has specific data retention and destruction policies which you may request at [email protected].

Other Websites:

To provide increased value to you, we provide links to other websites or resources that are not part of the products, programs, or services run by NelsonHall. We do not control these websites or their privacy practices, and any information you provide to these sites is subject to the Privacy Policies and Terms of Uses of those sites, and not this policy or NelsonHall.

What you can do and your rights

Update your password and account details:

You may update your password or personal details at any time by going to the Account Settings section of the NelsonHall website and following the guided options to update your details. Any change you make to your password or details will be updated immediately and across all systems for which it may be used. Please note that you are responsible for maintaining the secrecy of your credentials used to access any account or service with NelsonHall, and you must report suspected unauthorized activity to us. You are responsible for activity conducted with your credentials.

Control your cookies:

You can choose to control and/or delete cookies from your hard drive. You may choose to control and/or delete all cookies from your hard drive. If you delete a cookie, however, please be advised that some features of our website may not be accessible to you. Another option available to you is to change the preferences or settings in your web browser to control cookies. In some cases, you can choose to accept cookies from a primary website, block them from third parties, or clear out all cookies.

Control your email alerts and newsletters:

You can go to NelsonHall's manage your alerts page to see what alerts you are subscribed to. You can use this page to change your contact preferences at any time. You can also unsubscribe from promotional emails you receive at any time by clicking the link at the bottom of the email. You may not be able to opt-out of important service announcements and administrative messages.

Limit the information you share:

There may be public areas of the NelsonHall website (or third party websites) that allow you to post or upload information. Any information you choose to upload or post can be viewed by all users. We discourage you from uploading any personal information in these areas.

Know your rights:

• The right to be informed: You have the right to be informed of NelsonHall's purposes for processing your personal data, what personal data NelsonHall has captured, NelsonHall's retention periods for that personal data, and who it will be shared with
• The right of access: You have the right to access your personal data and supplementary information to allow you to be aware of and verify the lawfulness of the processing
• The right to rectification: You have the right to have inaccurate personal data rectified or completed if it is incomplete
• The right to erasure: You have the right to have your personal data erased from our systems
• The right to restrict processing: You have the right to request the restriction or suppression of your personal data
• The right to data portability: You have the right to obtain and reuse your personal data for your own purposes across different services
• The right to object: You have the right to object to processing based on legitimate interests or the performance of a task in the public interest/exercise of official authority (including profiling); direct marketing (including profiling); and processing for purposes of scientific/historical research and statistics

*Please note, NelsonHall may have lawful reasons to deny requests related to the rights above.

Enquiries, appeals and complaints

If you have any questions about this Privacy Policy or how NelsonHall processes your personal information, please contact NelsonHall's Data Protection Officer at [email protected].

We will attempt to answer your questions and satisfy your concerns in a timely and complete manner as soon as possible.

If you are not satisfied with our response, you have the right to lodge a complaint with the relevant data protection supervisory authority in your country. For the EU, you can make a complaint to the ICO by:

• Writing to: Information Commissioner's Office, Wycliffe House, Water Lane, Wilmslow, SK9 5AF
• Calling: 0303 123 1113
• Submitting a message through the ICO's website at: www.ico.org.uk.

Changes to our policies

We may change these policies to reflect changes in the law, our data handling practices, procedures, or the features of our services or website. The updated policy will be posted on this website. If we make material changes to any policy, we will provide a more prominent notice.

These policies were last updated on: May 2018