How Pextaris collects, uses, stores, shares and protects personal information when you visit our website, use our tools, engage our services or otherwise interact with us.
Welcome to Pextaris.
Pextaris (“Pextaris,” “Company,” “we,” “our,” or “us”) respects your privacy and is committed to protecting the confidentiality, integrity, and security of the personal information entrusted to us.
This Privacy Policy describes how we collect, use, process, store, disclose, transfer, and protect personal information when you visit our website, communicate with us, submit an enquiry or request form, use our diagnostic tools and reports, engage our consulting and implementation services, use the Pextaris Command Center, apply for employment opportunities, attend our events, subscribe to our communications, or otherwise interact with Pextaris.
As a company that designs and deploys connected operating architecture for businesses globally, we recognize that privacy and information security are fundamental to maintaining the trust of our clients, partners, employees, and website visitors. Accordingly, we have implemented administrative, technical, contractual, and organizational safeguards designed to protect personal information throughout its lifecycle.
This Privacy Policy is intended to comply with applicable privacy and data protection laws, including, where applicable:
Nothing in this Privacy Policy limits any legal rights available under applicable law.
This Privacy Policy applies to personal information collected through:
This Privacy Policy applies whether you interact with us as a website visitor, prospective client, existing client, vendor or service provider, business partner, job applicant, contractor, event participant, newsletter subscriber, or any other individual who interacts with Pextaris.
This Privacy Policy does not apply to third-party websites, products, platforms, or services that may be linked from our website. Those services are governed by their own privacy policies.
Pextaris provides connected operating architecture for businesses that need to operate, adapt, and scale. Through Pextaris OS and its connected domains — RevenueOS™, CustomerOS™, TalentOS™, ExecutiveOS™, IntelligenceOS™, ClarityOS™, GlobalOS™ and FounderOS™ — we configure, implement and establish operating infrastructure, then hand over systems that run.
Our services and offerings may include:
As part of delivering these services, we may process business information and personal information on behalf of our clients.
Depending on the nature of our relationship with you, Pextaris may act either as a Data Controller or as a Data Processor.
Pextaris acts as a Data Controller when we determine the purposes and means of processing personal information for our own business operations. This includes managing our website, marketing our services, responding to inquiries and request forms, recruiting employees, managing supplier relationships, operating the Pextaris business, maintaining security, conducting analytics, and providing newsletters and updates.
Pextaris may act as a Data Processor when we process information on behalf of our clients as part of providing consulting, implementation, automation, or advisory services. In these situations, our clients remain responsible for determining the purposes and legal basis for processing. We process such information only in accordance with documented client instructions and applicable contractual obligations.
The categories of personal information we collect depend on how you interact with us.
Full name, preferred name, professional title, employer or company name, department, role, company size, industry, and business registration details where relevant.
Business email address, personal email address where voluntarily provided, business and mobile telephone numbers, business mailing address, country and region, and communication preferences.
When you access the Pextaris Command Center or other secure client resources, we may collect username, login credentials, password (stored in encrypted or hashed form), authentication information, account preferences, user permissions, login history, security logs, and device authentication records.
During consulting and implementation engagements, we may collect business objectives, organizational structure, operational processes, strategic plans, revenue and pipeline metrics, performance indicators, CRM and workflow configuration details, internal procedures, meeting notes, project documentation, communication records, client feedback, and service deliverables. We collect only the information reasonably necessary to provide our professional services.
When you use our website, we automatically collect IP address, browser type and version, device identifiers, operating system, screen resolution, device type, language preferences, internet service provider, date and time of access, referring website, exit pages, session duration, clickstream information, and navigation patterns.
Pages visited, features used, buttons clicked, downloads, search activity, scroll depth, time spent on pages, conversion events, navigation paths, and user engagement metrics. This information helps us improve website performance, user experience, and service offerings.
Emails, contact and request form submissions, chat messages, meeting requests, strategy call notes, telephone conversations where permitted by law, support interactions, feedback, testimonials, and survey responses.
If you apply for employment or contractor opportunities, we may collect résumé or CV, cover letter, employment history, educational qualifications, certifications, professional references, portfolio information, interview notes, assessment results, work authorization information, and other information you voluntarily submit. Recruitment information is used solely for evaluating candidates and complying with applicable employment laws.
When you visit our website, certain information is collected automatically through cookies, log files, analytics technologies, and similar tools. This information helps us maintain website security, improve performance, diagnose technical issues, understand visitor behavior, enhance user experience, measure the effectiveness of our content and marketing efforts, and optimize our digital services.
Information collected automatically generally does not directly identify you on its own; however, when combined with other information, it may constitute personal information under applicable privacy laws.
Pextaris uses cookies, web beacons, pixels, local storage, and similar technologies (“Cookies”) to improve the functionality, performance, security, and usability of our website and digital services. Cookies are small text files placed on your device when you visit a website.
Necessary for the operation and security of our website. They enable core functionality such as page navigation, secure access to protected areas, form submissions, and session management. Without these cookies, certain features may not function properly.
Allow us to remember your preferences, language settings, and other customizations to provide a more personalized browsing experience.
Help us understand how visitors interact with our website by collecting aggregated information regarding website traffic, visitor journeys, popular pages, user engagement, session duration, navigation behavior, and conversion events.
Assist us in identifying technical issues, optimizing loading times, improving reliability, and enhancing overall website performance.
Most web browsers allow you to manage cookie preferences through browser settings. You may delete existing cookies or configure your browser to reject some or all cookies. Please note that disabling cookies may affect the functionality of certain features of our website. Further detail is available in our Cookie Policy.
Pextaris uses analytics tools, such as Google Analytics, to better understand how visitors interact with our website. These tools may collect information such as pages visited, time spent on pages, navigation paths, device and browser information, geographic region (general location), referral sources, and user engagement metrics.
Analytics tools use cookies and similar technologies to generate aggregated reports that help us improve our website and services. The information generated may be transmitted to and stored on servers located in the United States or other jurisdictions where the analytics provider operates.
We do not use analytics tools to intentionally collect sensitive personal information. You can learn more about Google’s privacy practices through Google’s Privacy Policy and may opt out using Google’s browser add-on where available.
To operate our business efficiently and deliver our services, Pextaris uses trusted third-party service providers. These providers assist us with customer relationship management, marketing automation, form handling and workflow automation, email communications, appointment scheduling, client onboarding, project management, website hosting and content delivery, font delivery, document management, customer support, security monitoring, data backup, business analytics, and internal collaboration.
These providers process information only on our behalf and only for the purposes necessary to deliver services to Pextaris. Where appropriate, we require our service providers to maintain appropriate contractual, technical, and organizational safeguards. Our use of third-party providers does not permit them to use your information for their own independent marketing purposes unless you separately engage with those providers.
Some embedded resources on our pages, such as web fonts loaded from Google Fonts, are delivered by third parties and may receive your IP address and browser information when your browser requests them.
Several parts of our website invite you to submit information, including deployment and assessment request forms, Pextaris Signal™, the Execution Debt Score™, the Revenue Leakage Calculator™, downloadable templates and playbooks, and contact forms.
When you submit a request form, we collect the details you enter, which may include your full name, work email, company, role, company size, your stated priority, and a description of your business challenge, together with the page you submitted from and the date and time of submission. When you use a diagnostic tool or report, we process the inputs you provide (for example company details or operating and revenue figures) in order to generate your result.
Form submissions are transmitted to our systems and may be routed through workflow automation platforms, CRM, and email services so that we can review and respond to your request. We use these details to respond to your enquiry, provide the tool or report you requested, and follow up where appropriate.
Where provided, Pextaris offers certain clients access to a secure client portal known as the Pextaris Command Center, designed to facilitate collaboration, project execution, operational management, reporting, workflow visibility, document sharing, and client communications.
When clients use the Command Center, we may process user account information, login credentials, authentication records, project documentation, operational data, uploaded documents, reports, workflow information, communications, tasks, activity logs, usage history, and audit records.
Access to the Command Center is restricted to authorized users. We implement appropriate technical and administrative safeguards including access controls, authentication measures, and security monitoring. Clients remain responsible for ensuring that authorized users maintain appropriate account security.
Pextaris incorporates artificial intelligence (“AI”) technologies and workflow automation tools to improve the efficiency, accuracy, scalability, and quality of our services. AI technologies may be used to assist with workflow optimization, operational analysis, process automation, business intelligence, internal productivity, data organization, reporting, documentation, knowledge management, administrative support, and client workflow improvements.
Our AI tools are designed to assist our consultants and operational teams rather than replace human judgment. We do not rely solely on automated decision-making to make decisions that produce legal or similarly significant effects concerning individuals unless expressly disclosed and permitted by applicable law.
Where AI tools process client information, such processing is conducted only for the purpose of delivering agreed services, improving operational efficiency, or enhancing client outcomes, subject to appropriate confidentiality and security measures.
Pextaris processes personal information only where necessary to operate our business, fulfill contractual obligations, provide services, improve our offerings, comply with legal requirements, or pursue legitimate business interests. We may use personal information to:
We will not use personal information for purposes materially different from those described in this Privacy Policy without providing appropriate notice where required.
Where applicable under the General Data Protection Regulation (GDPR) and similar laws, Pextaris processes personal information on one or more of the following legal bases:
Processing necessary to provide requested services, manage client relationships, or fulfill contractual obligations, including steps taken at your request before entering into a contract.
Processing necessary for our legitimate business interests, including improving our services, managing operations, preventing fraud, securing our systems, conducting analytics, communicating with clients, and developing our business. We balance these interests against the rights and freedoms of affected individuals.
Where required by law, we rely on your consent, including for certain marketing communications or optional cookies. Consent may be withdrawn at any time, subject to applicable legal requirements.
Processing necessary to comply with applicable laws, regulations, court orders, or governmental requests.
In limited circumstances, processing may be necessary to protect the vital interests of an individual or another person.
Confidentiality is a foundational principle of every client relationship at Pextaris. Information provided by our clients is treated as confidential and is used solely for delivering contracted services, supporting client operations, improving service quality, fulfilling contractual obligations, maintaining secure client records, and providing ongoing support.
We do not sell, rent, or commercially exploit confidential client information. Access to client information is limited to authorized personnel, contractors, and approved service providers who require access to perform their responsibilities and who are subject to appropriate confidentiality obligations, which may be contractual or legal. Where appropriate, confidentiality obligations are further governed by contractual agreements, including non-disclosure agreements (NDAs) and client service agreements.
Client information is accessed only on a need-to-know basis and solely for legitimate business purposes directly related to the delivery, support, and improvement of our services. We do not use confidential client information for unrelated commercial purposes, nor do we disclose such information except as authorized by the client, required by law, or otherwise described in this Privacy Policy.
Pextaris stores and processes information primarily on secure infrastructure located within the United States. Because we serve clients globally, personal information may be transferred to, stored in, or accessed from countries other than the country in which it was originally collected.
Where personal information is transferred internationally, we implement appropriate safeguards designed to protect such information in accordance with applicable data protection laws. These safeguards may include contractual protections, technical security measures, organizational controls, and other legally recognized transfer mechanisms.
By using our services or providing information to Pextaris where permitted by law, you acknowledge that your information may be transferred to and processed in the United States and other jurisdictions in connection with the delivery of our services.
If you subscribe to our newsletter, request resources, run a Pextaris Signal™ scan, register for an event, download content, or otherwise opt to receive communications from Pextaris, we may send you industry insights, business updates, thought leadership content, event invitations, service announcements, product and service information, educational materials, and marketing communications.
You may opt out of receiving promotional communications at any time by using the unsubscribe link included in our emails or by contacting us directly. Even if you opt out of marketing communications, we may continue to send you important administrative or transactional communications relating to your client relationship, account, or services.
Pextaris does not sell, lease, rent, or trade personal information to third parties for monetary consideration. We disclose personal information only where necessary to operate our business, deliver our services, comply with legal obligations, or protect our legitimate interests.
We engage carefully selected third-party service providers including cloud hosting providers, CRM providers, email communication platforms, workflow automation platforms, document management providers, cybersecurity providers, data backup and recovery providers, IT support providers, analytics providers, collaboration and productivity platforms, marketing service providers, recruitment platforms, and AI and workflow automation providers. These providers are contractually required to process personal information only for authorized business purposes and to implement appropriate safeguards.
We may disclose personal information to our legal counsel, accountants, auditors, insurers, consultants, and other professional advisors where necessary to obtain professional services or comply with legal obligations.
If Pextaris is involved in a merger, acquisition, investment, financing, reorganization, sale of assets, or similar corporate transaction, personal information may be transferred as part of that transaction, subject to applicable confidentiality obligations and legal requirements.
We may disclose information where required to comply with applicable laws and regulations, respond to lawful requests from courts, regulators, or governmental authorities, enforce our agreements and policies, detect, investigate, or prevent fraud, cyber threats, or other unlawful activities, or protect the rights, safety, property, or security of Pextaris, our clients, our personnel, or others.
We may disclose personal information to other parties where you have expressly authorized or directed us to do so.
We retain personal information only for as long as reasonably necessary to fulfill the purposes described in this Privacy Policy, including providing our services, maintaining business records, complying with legal obligations, resolving disputes, enforcing agreements, and protecting our legitimate interests. Retention periods may vary depending on the nature of the information, the purpose for which it was collected, contractual obligations, applicable legal, tax, accounting, or regulatory requirements, and ongoing business needs.
When personal information is no longer required, we will securely delete, anonymize, or otherwise dispose of it using commercially reasonable methods designed to prevent unauthorized access or recovery. Backup copies may remain in secure archives for a limited period as part of our disaster recovery and business continuity processes.
Protecting client information is a core priority at Pextaris. We maintain administrative, technical, and physical safeguards designed to protect personal information against accidental loss, unauthorized access, misuse, disclosure, alteration, and destruction. These safeguards include:
Although we strive to protect personal information using commercially reasonable security measures, no method of electronic transmission or storage can be guaranteed to be completely secure. Accordingly, we cannot guarantee absolute security.
Depending on your jurisdiction and applicable law, you may have certain rights regarding your personal information. These rights may include the ability to:
We will respond to verified requests within the timeframes required by applicable law. To protect your privacy and security, we may require reasonable verification of your identity before fulfilling a request.
Individuals located within the European Economic Area (EEA), the United Kingdom, and other jurisdictions with similar privacy laws may have additional rights under applicable legislation, including:
Where Pextaris processes personal information on behalf of a client as a Data Processor, requests relating to such information may be referred to the relevant client, who acts as the Data Controller.
Residents of California may have additional rights under the California Consumer Privacy Act (CCPA), as amended by the California Privacy Rights Act (CPRA). Subject to applicable exceptions, California residents may request:
Pextaris does not knowingly sell or share personal information for cross-context behavioral advertising as those terms are defined under California law. We will not discriminate against individuals for exercising their privacy rights.
Pextaris’s website, services, and client offerings are intended for businesses, professionals, and individuals who are at least eighteen (18) years of age. Our services are not directed toward children under the age of thirteen (13), and we do not knowingly collect personal information from children.
If we become aware that personal information has been collected from a child in violation of applicable law, we will take reasonable steps to delete such information as promptly as practicable. Parents or legal guardians who believe that a child has provided personal information to Pextaris may contact us using the contact information provided in this Privacy Policy.
Individuals applying for employment or contractor opportunities with Pextaris may provide personal information during the recruitment process, including contact information, employment history, educational qualifications, professional certifications, CV or résumé, cover letters, references, interview notes, assessment results, work authorization information, and other information voluntarily submitted.
We use recruitment information solely for purposes related to evaluating candidates, communicating with applicants, making hiring decisions, maintaining recruitment records, and complying with applicable employment laws. Unless otherwise required by law or agreed with the applicant, recruitment information will not be used for unrelated marketing purposes.
Our website may contain links to third-party websites, software applications, social media platforms, or online services for your convenience. Pextaris does not control and is not responsible for the privacy practices, content, or security of third-party websites or services. Your interactions with third-party services are governed by their respective privacy policies and terms of use. We encourage you to review those policies before providing personal information to any third-party website or platform.
Pextaris has designated a privacy lead, acting as our Data Protection Officer (“DPO”), to oversee our privacy program, monitor compliance with applicable data protection laws, respond to privacy-related inquiries, and support the continuous improvement of our information governance practices.
The DPO is responsible for monitoring compliance with applicable privacy and data protection laws, advising the organization on privacy obligations, overseeing internal privacy policies and procedures, supporting privacy impact assessments where appropriate, coordinating responses to data subject requests, serving as a point of contact for privacy-related inquiries and regulatory matters, and promoting privacy awareness and best practices throughout the organization.
Privacy-related questions or concerns may be directed to our DPO using the contact information provided in the “Contact Us” section of this Privacy Policy.
Pextaris maintains incident response procedures designed to identify, investigate, contain, and remediate actual or suspected security incidents involving personal information. If we determine that a data breach involving personal information has occurred, we will take appropriate action consistent with applicable law, which may include:
Our response procedures are reviewed periodically as part of our broader information security and business continuity programs.
Pextaris maintains business continuity and disaster recovery measures designed to support the ongoing availability, integrity, and resilience of our services. These measures may include secure data backups, redundant infrastructure where appropriate, disaster recovery planning, business continuity testing, incident response procedures, and recovery and restoration processes.
While no continuity program can eliminate all risks, we regularly evaluate and improve our operational resilience to minimize service disruptions and protect client information.
Some internet browsers provide a “Do Not Track” (“DNT”) feature that allows users to signal their preference regarding online tracking. Because there is currently no universally accepted standard governing how websites should respond to DNT signals, Pextaris does not currently respond differently to browser-based Do Not Track requests. We will continue to monitor developments in applicable standards and may update our practices as industry guidance evolves.
Pextaris reserves the right to modify or update this Privacy Policy at any time to reflect changes in our services, changes in applicable laws or regulations, technological developments, changes to our business operations, or improvements to our privacy practices.
When material changes are made, we will update the “Effective Date” at the beginning of this Privacy Policy and, where required by law, provide additional notice through our website or other appropriate communication channels. Your continued use of our website or services after the effective date of any revised Privacy Policy constitutes your acknowledgment of the updated Privacy Policy, to the extent permitted by applicable law.
This Privacy Policy shall be governed by and interpreted in accordance with the laws of the State of New York and applicable federal laws of the United States, without regard to its conflict of law principles. Nothing in this Privacy Policy limits any rights that individuals may have under mandatory privacy or consumer protection laws applicable in their jurisdiction.
Pextaris is committed to making this Privacy Policy accessible and understandable. If you require this Privacy Policy in an alternative format or need assistance understanding its contents, please contact us, and we will make reasonable efforts to accommodate your request where practicable.
If you have any questions, requests, or concerns regarding this Privacy Policy, our privacy practices, or the processing of your personal information, please contact us using the details below.
For privacy-related matters, including requests to exercise your privacy rights, inquiries regarding this Privacy Policy, or communications for our Data Protection Officer, please contact us using the email address above. We will use reasonable efforts to acknowledge your request promptly and respond within the timeframes required by applicable law.
By accessing or using the Pextaris website, submitting information to us, engaging our services, creating an account within the Pextaris Command Center, applying for employment opportunities, or otherwise interacting with Pextaris, you acknowledge that you have read, understood, and accepted the practices described in this Privacy Policy.
Where required by applicable law, we will obtain your consent before processing personal information for purposes that require such consent. If you do not agree with this Privacy Policy, you should discontinue use of our website and services or otherwise refrain from providing personal information to Pextaris.