Kinetic Data Handbook
  • Kinetic Data handbook
    • Handbook onboarding
    • Handbook processes and policies
    • How to update the handbook
  • Company
    • Welcome letter
    • About Kinetic Data
    • Mission, vision and values
    • Our organization and leadership structure
    • Business model
    • Product history
  • Working At Kinetic Data
    • Where we work
    • Core Work Hours
    • Benefits and perks
      • 👨‍⚕️Healthcare
      • ⛳Retirement 401(k)
      • 🏆Benefit Hub
      • 🏖️Paid Time Off
      • 🎉Company Holidays
    • Workplace policies and practices
      • Code of ethics
      • Drug policy and Drug-Free Workplace Act
      • EEO and Non-Harassment policy
      • Employee Referral Bonus
      • Employee Training and Development Policy
      • Home Office Allowance
      • Paid Time Off Policy
      • Parental Leave Policy
      • Travel and expenses
      • Workplace conduct
    • Company measures
      • Metrics that matter
      • Corporate objectives
  • A Day in the Life (How we Work at Kinetic Data)
    • Our internal systems
    • How we communicate
      • Guiding principles
      • Communication channels
      • Chat etiquette and procedure
      • Calendar etiquette and procedure
      • Meeting etiquette and procedure
  • Operations
    • Client Services
      • Customer Success
        • Support
          • Customer Support Playbook
            • Product Overview
            • Support Tickets
            • Customer Support Tools
            • Troubleshooting
            • Handling Escalations
            • Handoff to Support
            • Conclusion
      • Delivery
        • Delivery Playbook
          • Product overview
          • Sales phase
            • Delivery team estimation
            • Factors affecting estimation
            • Estimation pitfalls to avoid
          • Project management
            • Google Drive folder structure
            • Google Docs meeting notes
            • General meeting tips
            • Harvest
            • Kinetic Data’s time tracking conventions
            • Monday project boards
            • Approvals and budget management
            • Communication planning
          • Initiation phase
            • Sales to delivery process
          • Planning and design phase
            • Asset and deliverables
            • Monday task creation
          • Execution phase
            • Delivery Git
            • Sprint cadence
            • RIDAC tracking
          • Validation phase
          • Completion phase
          • Hypercare
            • Handoff to support
          • Conclusion
          • Appendix — Delivery Terminology
          • Appendix — Monday board template
      • Job Descriptions
        • Head of Client Services
        • 🐳Customer Success Manager
        • Training Manager
        • Technical Writer
        • Support Specialist
        • Platform Specialist I
        • Platform Specialist II
        • Lead Platform Consultant
        • Platform Architect
        • Technical Project Manager
        • Infrastructure Support Engineer
    • Engineering
      • Platform operations
        • kinops Platform Updates and Maintenance
      • Security
        • Privacy
          • Data deletion requests
          • Data subject access requests
        • Security operations
        • Policies
  • Support, Education, and Learning
    • Learning Resources
      • Kinetic Data Documentation Style Guide
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