Product Specific Terms & Conditions

These Chemical Management Terms and Conditions govern the provision of Cority’s Chemical Management module and form part of the Hosted Software and Services Agreement or software as a service agreement (the “Agreement”) between a Cority contracting party and individual clients. By entering into an order form and/or an Agreement that references and incorporates these Terms and Conditions, Client accepts the terms and conditions set forth herein. If the individual accepting these Terms and Conditions is accepting on behalf of a company or other legal entity, such individual represents that they have the authority to bind such entity to these terms and conditions, and in which case the term “Client” shall refer to such entity. If the individual accepting this Agreement does not have such authority, or does not agree with these terms and conditions, such individual must not accept this agreement and may not use the recurring professional services. All capitalized terms not otherwise defined herein shall have the meaning ascribed to them in the Agreement.

CHEMICAL MANAGEMENT TERMS AND CONDITIONS

  • 1.1 If Client has a purchased a subscription to the Chemical Management Module, the parties agree as follows:
    • 1.1.1. Cority will contact suppliers, at least once every two years, to update the product safety data sheet made available through the Software if required. The Software will notify select administrators when a safety data sheet has been updated.
    • 1.1.2. At the end of each subscription year, Cority will review the total number of safety data sheets used by the Client. If the Client has exceeded the number of safety data sheets licensed under an Order Form or the Agreement, Cority will invoice Client for the extra safety data sheets at the rate agreed upon in the Order Form or the Agreement.
    • 1.1.3. Cority does not represent and warrant that it has a copy of all safety data sheets in its records. If Cority does not have a safety data sheet in its records, Cority or its third-party safety data sheet vendor will contact the manufacturer in order to obtain the safety data sheet. If the manufacturer does not provide the safety data sheet information, Client will provide Cority with reasonable assistance, as required, in order for Cority to obtain such safety data sheet from the manufacturer.
    • 1.1.4. Cority is not responsible for incorrect or inaccurate information in an SDS or information taken from the SDS, or for actions taken by Client or its employees, agents, or representatives in reliance on this Agreement.
    • 1.1.5. Upon request, Client will execute a letter ordering a manufacturer to provide Cority and its third-party safety data sheet vendor with a copy of the safety data sheet for the manufacturer’s products. The template of the letter including, without limitation, the form and content of the letter will be provided by Cority.
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These E-Prescription Terms and Conditions govern the provision of Cority’s E-Prescription module and form part of the Hosted Software and Services Agreement or the software as a service agreement (the “Agreement”) between a Cority contracting party and individual clients. By entering into an order form or an agreement that references and incorporates these Terms and Conditions, Client accepts the terms and conditions set forth herein. If the individual accepting this Agreement is accepting on behalf of a company or other legal entity, such individual represents that they have the authority to bind such entity to these terms and conditions, in which case the term “Client” shall refer to such entity. If the individual accepting this Agreement does not have such authority, or does not agree with these terms and conditions, such individual must not accept this agreement and may not use Cority’s E-Prescription module.

1. Definitions

  • 1.1. “Data Source” means any data providers, such as health plans, that have entered into written agreements with Surescripts, either directly or indirectly, in order to allow access through the Surescripts network to information in its possession.
  • 1.2. “FDB” means First Data Bank, Inc. which develops the FDB Licensed Solutions.
  • 1.3. “FDB Licensed Solutions” means the First Data Bank software accessed through Cority’s E-Prescription Module which may include, without limitation, FDB MEDKNOWLEDGE™ Enhanced Package – via Cloud Connector and the FDB Interoperability Module, Core Package – via Cloud Connector.
  • 1.4. “Prescriber End-User” means an individual that is located in the United States or a United States territory, that: (1) is employed by, is an active member of the medical staff of, or is otherwise performing healthcare services as a legally authorized representative of the Client; and (2) if required by applicable laws to be licensed, registered, or otherwise authorized by a Governmental authority, is properly and duly licensed, registered, or otherwise authorized with the appropriate governmental authority to perform the applicable healthcare services and has been issued a National Provider Identifier (“NPI”) by the appropriate Governmental authority.
  • 1.5. “Satisfactory Background Screening” means, collectively, the following: (1) national federal criminal database check; (2) seven (7) year country of residence criminal conviction search (i.e., search of all countries in which individual has resided within the preceding seven (7) year period); (3) in each of (1) and (2) above, containing no felony or misdemeanor conviction that related to fraud or theft (including but not limited to, shoplifting, larceny, embezzlement, forgery, credit card fraud, or check fraud), the disposition of which is within seven (7) years; and (4) obtaining a piece of identification with a facial picture from each Prescriber End-User.
  • 1.6. “Surescripts” means Surescripts, LLC which develops the Surescripts network.
  • 1.7. “Surescripts Data” means any data or information relating to Surescripts, or its services or operations, provided to Client and/or its Prescriber End Users by or on behalf of Surescripts, including statistics collected by Surescripts regarding transactions processed by the Surescripts network, test data, test cases, configuration information, and problem description and resolution information.
  • 1.8. “Surescripts Materials” means Surescripts Certification and Implementation Guides, the Surescripts network Certification Requirements document, the Surescripts Network Operations Guide, the Surescripts Style and Usage Guide, the Directory Guide, the CA Certification Practices Statement, privacy and patient consent policies, and other materials that Surescripts provides to enable access to the Surescripts network.

2. Access to and Use of the E-Prescription Module

  • 2.1. Cority has agreed to provide to the Client access to Cority’s E-Prescription module through which licensed Client’s Prescriber End-Users can prescribe medications electronically (the “E-prescription Module”).
  • 2.2. Client shall only allow Prescriber End-Users to access and to use the E-Prescription Module within the United States or a United States Territory.
  • 2.3. Client shall monitor the use of the E-Prescription Module by its Prescriber End-Users and confirm that all messages transmitted via the E- Prescription Module originate from Prescriber End Users who have been approved to use the E-Prescription Module. Client warrants and represents that Client has obtained, in a manner compliant with all applicable law, a Satisfactory Background Screening for all of its Prescriber End Users and employees and contractors whose job descriptions or functional duties require or contemplate access to any private information accessible via the E-Prescription Module. Client agrees to update such Satisfactory Background Screening upon reasonable request by Cority. Promptly upon written request, Client shall verify in writing its compliance with the foregoing requirements by providing Cority with a written affidavit signed by an executive officer of the Client.

3. Confidentiality

  • 3.1. Client shall keep confidential, in accordance with the Agreement, any Surescripts proprietary and/or confidential information.

4. Adherence to Applicable Law and Commercial Messaging Rules

  • 4.1. Client shall comply with any and all applicable federal, state, local, common law, rules, regulations, directives, and guidelines, including but not limited to the Health Insurance Portability and Accountability Act (“HIPAA”) and related regulations; the Health Information Technology for Economic and Clinical Health Act (“HITECH”) and related regulations; the Anti-Kickback provisions of the Social Security Act and related regulations; and the federal Physician Self-Referral Prohibition provisions of the Social Security Act and related regulations.
  • 4.2. Client shall obtain all necessary patient consents and authorizations in accordance with applicable law.
  • 4.3. Client shall not and shall ensure that Prescriber End Users do not use any means, program, or device, or permit any other person to use any means, program, or device, including, but not limited to, advertising, instant messaging, and pop-up ads, to influence or attempt to influence, through economic incentives or otherwise, the prescribing decision of a Prescriber End User at the point of care if: (i) such means, program, or device (as described above) is triggered by, initiated by, or is in specific response to, the input, selection, and/or act of a prescriber or his/her agent prescribing a pharmaceutical or selecting a pharmacy for a patient; and (ii) that prescription shall be delivered via the Surescripts network. Notwithstanding the foregoing, Client may: (A) show information regarding a payer’s formulary and benefit plan design, including patient lowest cost options, on/off tier, prior authorization, step therapy, coverage status, and co-pay information; and/or (B) deliver or have delivered to Prescriber End Users clinical alerts that are sourced from payers and/or are attributed to generally recognized and reputable sources providing clinical information to the prescriber, even if, in the event of either (A) or (B), such information influences the patient or prescriber’s choice of pharmacy or other prescribing decisions. In addition, in the event of either (A) or (B) above, Client and Prescriber End-Users may access all pharmaceuticals known through generally available sources used in the industry, and all pharmacies, including all retail and mail service pharmacy options available; and (ii) not be designed to preclude a physician or patient from selecting any particular pharmacy or pharmaceutical. Any custom lists created and maintained by Prescriber End Users within Cority’s software product, including but not limited to: (i) an individual Prescriber End User’s most often prescribed medication list; (ii) an individual Prescriber End User’s most often used pharmacy list; and/or (iii) an individual Prescriber End User’s most often used SIGs (i.e., instructions for the use of medications), are considered a violation of this Section. Any violation of this Section shall be deemed a material breach of this Agreement, and Cority may suspend or terminate access to the E-Prescription Module upon written notice as a result thereof.

5. Disclaimers

  • 5.1. Cority, Surescripts and the Surescripts Data Sources (together, “Service Providers”) make no representation or warranty regarding the availability through the E-Prescription Module of any particular data source in the E-Prescription Module. At any time, data sources in the E-Prescription Module may be added to or deleted from the E-Prescription Module or may limit Client’s access to their data, such changes may occur without prior notice to Client. Any Data Source, in its sole discretion, may elect not to receive prescriptions and other messages pursuant to this Agreement from any client and/or Prescriber End User.
  • 5.2. The E-Prescription Module uses available technology to match patient identities to provide the services in accordance with this Agreement. Because patient information is maintained in multiple places, not all of which are accessible to Service Providers, and because not all patient information is kept in a standard fashion or is regularly updated, it is possible that false matches may occur or that there may be errors or omissions in the prescription benefit and/or medication history information provided pursuant to the Services.  Therefore, it is the responsibility of any treating physician or other health care provider or facility (not the responsibility of Service Providers) to verify prescription benefit or medication history information through other means with each patient and/or the patient’s representatives before such information is relied upon or utilized in diagnosing or treating the patient. Cority and Surescripts are not a health plan, health care provider or prescriber.  Service Providers do not and cannot independently verify or review the information transmitted through the E-Prescription Module for accuracy or completeness. Pursuant to the foregoing, Client acknowledges that, and shall cause each Prescriber End User to acknowledge in writing that, the prescription benefit and medication history information provided hereunder is not complete or accurate, and that Service Providers do not provide any representations or warranties with respect to the accuracy or completeness of the prescription benefit or medication history information, and Client releases and holds harmless, and by contract shall cause each Prescriber End User to release and hold harmless, Service Providers and any person or legal entity providing prescription benefit or medication history information from any liability, cause of action, or claim related to the completeness or lack thereof of the prescription benefit or medication history information. In addition, Client shall by contract require that each Prescriber End User to confirm the accuracy of the prescription benefit and medication history information with his/her/its patient prior to providing any medical services based thereon, and that the Prescriber End User shall use his/her/it professional judgment in the provision of care.  Client and Cority agree that Surescripts and its Data Sources shall be third-party beneficiaries to this section 5.2.
  • 5.3. The E-Prescription Module is not intended to serve as a replacement for: (i) a written prescription where not approved as such by the appropriate Governmental authorities or where such written prescription is required for record keeping purposes; or (ii) applicable prescription documentation.  Use of the E-Prescription Module is not a substitute for a health care provider’s standard practice or professional judgment.  Any decision with regard to the appropriateness of treatment, or the validity or reliability of information, is the sole responsibility of a patient’s health care provider.
  • 5.4. Client acknowledges and shall inform its Prescriber End-Users that Surescripts has unlimited rights to use all directory and related information on Prescriber End-Users that shall come to reside within the Surescripts network database, whether provided by Cority or otherwise, including all root, identity, and location-related information subject to compliance with applicable law (including, without limitation, all laws regarding the protection of PHI) and the terms of the Business Associate Agreement entered into between Surescripts and Cority.
  • 5.5 Client acknowledges that Surescripts can decertify Cority’s software at any time upon written notice to Cority, upon a good faith showing that such software is not compatible with (1) the Surescripts network, (2) patient safety, (3) certification requirements in Surescripts documentation, or (4) the terms and conditions of the agreement between Surescripts and Cority.

6. Surescripts Data Sources

  • 6.1. Any Data Source, in its sole discretion, may elect not to receive prescriptions and other messages pursuant to this Agreement from Client and/or Prescriber End User.

7. Audit

  • 7.1. Client shall allow Cority and/or Surescripts to access, inspect, and audit records of the Client only to the extent relating to the use of the Surescripts network, Surescripts Data, and data or information provided by Service Providers, in such a manner as to not unduly interfere with Client’s operations.

8. Surescripts Materials

  • 8.1. Client shall comply with Surescripts materials provided by Cority.

9. Use of Data

  • 9.1. Client shall not retain a copy of, store in any medium, perform analytics on, aggregate in any manner, or otherwise perform any action with relation to any Surescripts Data other than as specifically permitted under this Agreement; and (2) except as specifically set forth in this Agreement, Client shall act solely as a passive conduit of Surescripts Data.
  • 9.2 If and only if Client has pharmacy operations, Client shall maintain all data and information provided by Surescripts data sources on a partitioned server on the non-pharmacy side of an internal firewall that is separated or “walled off” from all other pharmacy operations. Client shall not use data or information provided to Cority or to Client or its affiliates pursuant to Cority’s agreement with Surescripts or this Agreement to promote dispensing pharmacy services or to augment Client’s own medication history records.

10. Safeguarding Data

  • 10.1. Client shall maintain appropriate safeguards to protect against the destruction, loss, or alteration of Surescripts Data or participant data that are no less rigorous than those maintained by Client for its own information of a similar nature, but no less than reasonable safeguards. Client shall have in place appropriate administrative, technical, and physical safeguards to protect the privacy and security of Private Information and PHI. Client shall reasonably safeguard Private Information and PHI from any intentional or unintentional use or disclosure that is in violation of the Privacy Rule under HIPAA, and limit incidental uses or disclosures made pursuant to otherwise permitted or required disclosures.

11. TERMINATION

  • 11.1 Client acknowledges that Surescripts may terminate the use of the Surescripts network (with no cure period) with respect to Client or its Prescriber End-User if (1) Client or its Prescriber End-User is not duly licensed under applicable law to use Cority’s software for the Surescripts services for which Surescripts has certified the application, or (2) an act or omission of such Client or its Prescriber End-User would constitute a material breach of Cority’s agreement with Surescripts, effective upon Surescripts’ delivery of written notice of such act or omission to Cority, which Cority shall forward to Client and/or Prescriber End-User, as applicable, within five (5) business days of receipt.

12. FIRST DATA BANK END USER PASS-THROUGH TERMS AND CONDITIONS

  • 12.1 LICENSE GRANT AND RESTRICTIONS ON USE
    • (a) Client shall only use and access, and ensure that Prescriber End-Users only use and access the FDB Licensed Solutions through Cority’s Software in the United States of America and its territories and possessions solely as a source of drug product information within Cority’s CorityOne™ EMR/ePrescribing to support outpatient clinics and physician offices.
    • (b) Under no circumstances shall Client use or allow Prescriber End-Users to use the FDB Licensed Solutions or Cority Software, or any portion thereof, to develop a competitive product.
    • (c) Client and its Prescriber End-Users shall obtain no implied license rights to the FDB Licensed Solutions. Any rights with respect to the FDB Licensed Solutions not expressly granted to Prescriber End-User under this Section 12 shall be retained by FDB.  
    • (d) Client and its Prescriber End-Users will not alter, amend, modify, or change in any respect, any of the FDB Licensed Solutions unless authorized to do so by FDB and will not alter, amend, modify or change in any respect, any of the Cority Software unless authorized to do so by Cority. Without limiting the foregoing, (i) Client and its Prescriber End-Users shall have no right to use, modify, reproduce or distribute the FDB Licensed Solutions, nor the right to license third parties to exercise any rights with regard to the FDB Licensed Solutions other than as expressly permitted by FDB and (ii) Client and its Prescriber End-Users shall have no right to use, modify, reproduce or distribute the Cority Software, nor the right to license third parties to exercise any rights with regard to the Cority Software other than as expressly permitted by Cority;
  • 12.2 DISCLAIMER OF WARRANTY.
    CLIENT AGREES THAT THE FDB LICENSED SOLUTIONS ARE PROVIDED ON AN “AS IS” BASIS. FDB MAKES NO WARRANTY OR REPRESENTATION, EXPRESS OR IMPLIED, AS TO THE ACCURACY OR RELIABILITY OF THE DATA FROM WHICH THE FDB LICENSED SOLUTIONS ARE COMPILED, NOR THE COMPATIBILITY OF THE LICENSED SOLUTIONS WITH CORITY’S HARDWARE AND SYSTEMS, AND SPECIFICALLY DISCLAIMS THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE. CLIENT AGREES THAT THE CORITY SOFTWARE IS PROVIDED ON AN “AS IS” BASIS. CORITY MAKES NO WARRANTY OR REPRESENTATION, EXPRESS OR IMPLIED, AS TO THE ACCURACY OR RELIABILITY OF THE DATA ACCESSED THROUGH THE FDB LICENSED SOLUTIONS OR CORITY’S E-PRESCRIPTION MODULE, NOR THE COMPATIBILITY OF THE LICENSED SOLUTIONS OR CORITY’S SOFTWARE WITH PRESCRIBER END-USER’S OR CLIENT’S HARDWARE AND SYSTEMS, AND SPECIFICALLY DISCLAIMS THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE.
  • 12.3 Assumption of Risk. Without limitation of the disclaimer of warranties set forth above, Client acknowledges and agrees and shall ensure that its Prescriber End-Users acknowledge and agree that:
    • (a) FDB represents and warrants that it has utilized reasonable care in collecting and reporting the information contained in the FDB Licensed Solutions and has obtained such information from sources believed to be reliable. FDB and by extension Cority do not, however, warrant the accuracy of codes, prices or other data contained in the FDB Licensed Solutions. Information reflecting prices is not a quotation or offer to sell or purchase. The clinical information contained in the FDB Licensed Solutions is intended as a supplement to, and not a substitute for, the knowledge, expertise, skill, and judgment of physicians, pharmacists, or other healthcare professionals in patient care. The absence of a warning for a given drug or drug combination should not be construed to indicate that the drug or drug combination is safe, appropriate or effective in any given patient.
    • (b) The professional duty to the patient in providing healthcare services lies solely with the healthcare professional providing patient care services. FDB and Cority do not assume any responsibility for actions of Prescriber End-User or any personnel which may result in any liability or damages due to malpractice, failure to warn, negligence or any other basis. 
    • (c) Client, its Prescriber End-User and the other health care providers responsible for patient care shall retain full responsibility for all decisions relating to patient care, and the FDB Licensed Solutions and Cority Software shall not be used as a substitute or replacement for diagnosis or treatment recommendations or other clinical decisions or judgment.
    • (d) The foregoing allocation of liability fairly reflects the economic circumstances and risks that Client, Prescriber End-User, FDB and Cority are willing to undertake in view of the amounts paid and/or payable by Client or its Prescriber End-Users for the license of the FDB Licensed Solutions and Cority’s Software.
  • 12.4 LIMITATION OF LIABILITY; INDEMNITY. WITH RESPECT TO CORITY’S SOFTWARE AND FDB LICENSED SOLUTIONS, IN NO EVENT WILL FDB OR CORITY BE LIABLE TO CLIENT AND ITS PRESCRIBER END-USER FOR ANY LOST REVENUES, PROFITS, DATA OR OTHER INFORMATION, OR FOR ANY SPECIAL, INDIRECT, INCIDENTAL, CONSEQUENTIAL OR PUNITIVE DAMAGES, ARISING OUT OF THE USE OF OR INABILITY TO USE THE FDB LICENSED SOLUTIONS OR THE CORITY SOFTWARE OR ARISING OUT OF OR IN ANY OTHER WAY CONNECTED WITH THE LICENSE GRANTED TO CLIENT AND PRESCRIBER END-USERS HEREIN, EVEN IF FDB AND CORITY HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. FDB’S AND CORITY’S TOTAL LIABILITIES, WHETHER ARISING UNDER CONTRACT OR OTHERWISE, ARE LIMITED TO TEN THOUSAND DOLLARS ($10,000) IN AGGREGATE. CLIENT HEREBY COVENANTS AND AGREES AND SHALL ENSURE THAT IT’S PRESCRIBER END-USERS COVENANT AND AGREE TO INDEMNIFY, DEFEND, AND HOLD FDB AND CORITY HARMLESS FROM AND AGAINST ANY LIABILITY, LOSS, INJURY OR EXPENSE (INCLUDING REASONABLE ATTORNEYS’ FEES AND COURT COSTS) IMPOSED UPON, INCURRED OR SUFFERED BY FDB AND/OR CORITY RELATING TO OR ARISING OUT OF ANY ALLEGATION OR CLAIM BY ANY THIRD PARTY THAT THE USE OF THE FDB LICENSED SOLUTIONS AND CORITY SOFTWARE, OR ANY INFORMATION CONTAINED THEREIN, CAUSED OR CONTRIBUTED TO THE PERSONAL INJURY OR DEATH OF AN INDIVIDUAL.
  • 12.5 Third Party Beneficiary. Client and Prescriber End-Users acknowledge and agree that FDB is a third party beneficiary of these terms and conditions.

13. Conflict

  • 13.1. In the event of any conflict between this Appendix and the Software and Services Agreement of which it is a part, this Appendix will control.

These Recurring Professional Services Terms and Conditions govern the provision of annually recurring professional services and form part of the Hosted Software and Services Agreement or software as a service agreement (the “Agreement”) between a Cority contracting party and individual clients. By entering into an order form and/or an Agreement that references and incorporates these Terms and Conditions, Client accepts the terms and conditions set forth herein. If the individual accepting this Agreement is accepting on behalf of a company or other legal entity, such individual represents that they have the authority to bind such entity to these terms and conditions, in which case the term “Client” shall refer to such entity. If the individual accepting this Agreement does not have such authority, or does not agree with these terms and conditions, such individual must not accept this agreement and may not use the recurring professional services. All capitalized terms not otherwise defined herein shall have the meaning ascribed to them in the Agreement.

1. General terms and conditions

  • 1.1. If Client has purchased a subscription to the Cority Advantage Program (“CAP”), Cority Administration Services (“CAS”), Recurring Advisory Services (“RAS”) and/or Annual Budgeted Services (“ABS”), the following terms and conditions apply:
    • 1.1.1. For each subscription, Cority will provide Client with the subscription hours set forth in the Recurring Professional Services table of the Order Form or the Agreement on an annual basis. Any subscription hours remaining unused by the end of each 12-month subscription period will be waived and forfeited.
    • 1.1.2. The subscription for recurring professional services requires a minimum commitment of two (2) years (“Initial Subscription Commitment”). If Client terminates the Agreement or the subscription before expiration of the Initial Subscription Commitment, it will pay an early termination fee equal to the balance of annual fees payable for such commitment period.

2. SUBSCRIPTION SPECIFIC TERMS AND CONDITIONS

  • 2.1. Cority Advantage Program. If Client has purchased a subscription to CAP, the following terms and conditions apply:
    • 2.1.1. CAP hours may be used to perform any professional services remotely, except any professional services related to new software implementation projects including, without limitation, the implementation of new cloud solutions and modules, custom integrations, legacy data conversions, or migrations from an older version of the Cority Platform.
  • 2.2. Cority Administration Services. If Client has purchased a subscription to CAS, the following terms and conditions apply:
    • 2.2.1. Cority will assign a consultant to perform administration services related to the Software for up to 49 weeks per year. CAS hours may be used to:
      • (a) Support the normal operation and maintenance of the software licensed under the Agreement.
      • (b) Evaluate new features and identify potential benefits to the clients’ workflows to improve efficiency, reduce manual entries, improve data quality or any other function that improves the use of the application for the client.
      • (c) Provide expert training and develop tailored training guides or videos for the client.
      • (d) Assist with regression testing of new releases before moving into production.
      • (e) Support in resolving issues identified by end users to provide workarounds (if available).
      • (f) Log issues and manage communication with Cority’s customer support.
      • (g) Develop roll out strategies and plans for onboarding new sites into the current business process.
      • (h) Develop reports as needed to support site-level or corporate-level reporting with Cority out of box functionality.
      • (i) Provide general advisory services.
    • 2.2.2. Cority may replace the consultant if reasonably required.
  • 2.3. Recurring Advisory Services and Annual Budgeted Services. If Client has purchased a subscription to RAS and/or ABS, the following terms and conditions apply:
    • 2.3.1. The services provided through the RAS and/or ABS subscription will be agreed upon by the parties in a SOW.

This Agreement for Advisory Services (the “Agreement”) governs the provision of advisory services by a Cority contracting party and it is a contract between the applicable Cority contracting party specified in a statement of work (“Service Provider”) and individual clients. By entering into a statement of work, business offer or commercial proposal (collectively referred to as “Statement of Work”) that references this Agreement, Client accepts the terms and conditions set forth herein. If the individual accepting this Agreement is accepting on behalf of a company or other legal entity, such individual represents that they have the authority to bind such entity and its affiliates to these terms and conditions, in which case the term “Client” shall refer to such entity and its affiliates. If the individual accepting this Agreement does not have such authority, or does not agree with these terms and conditions, such individual must not accept this agreement and may not use the services.

1. ARTICLE 1 – ADVISORY SERVICES

  • 1.1. From time to time, the Service Provider will provide the Client with advisory services (the “Services”) as agreed upon in a Statement of Work executed by the parties which will be governed by and subject to the terms and conditions of this Agreement. The Statement of Work will outline the deliverables, fees, schedule, payment terms and applicable expenses.
  • 1.2. In the event of a conflict between this Agreement and the Statement of Work, the Statement of Work will prevail.

2. ARTICLE 2 – TERM

  • 2.1. The term of this Agreement will commence on the effective date of a Statement of Work and will remain in effect until completion of the Services.

3. ARTICLE 3 – DELIVERABLE SCHEDULE

  • 3.1. The Service Provider will undertake the services in accordance with the schedule set forth in the Statement of Work. Any deadlines identified in the schedule for deliverables are estimates and conditional upon the Client providing the Service Provider with prompt collaboration. To the extent there are delays in performance attributable to the Client or to a third party, the deadline will be extended by the duration of the delay and the Service Provider may charge the Client additional fees.

4. ARTICLE 4 – OBLIGATIONS OF THE CLIENT

  • 4.1. In order to enable the Service Provider to perform the Services, the Client must do the following:
    • 4.1.1. provide the Service Provider with all necessary information, documents and support;
    • 4.1.2. appoint a representative authorised to take decisions on behalf of the Client and provide the Service Provider with the contact information for such representative;
    • 4.1.3. collaborate with the Service Provider as deemed necessary by the Service Provider;
    • 4.1.4. mobilise Client resources required without delay;
    • 4.1.5. monitor the performance of Services and provide feedback as required;
    • 4.1.6. backup the data, files, programs and other information to which the Service Provider may have access under the Agreement;
    • 4.1.7. when work must be carried out on the Client’s site, provide the Service Provider with a safe and healthy work environment; and
    • 4.1.8. review the deliverables in a timely manner.
  • 4.2. The Client declares that it has the necessary rights and authorisations to disclose the information, and documentation needed by the Service Provider under the Agreement and the Customer shall assume responsibility for any claim or proceedings, howsoever caused, brought against the Service Provider relating to the elements provided by the Client under the Agreement.

5. ARTICLE 5 – ACCEPTANCE OF DELIVERABLES

  • 5.1. Within seven (7) calendar days of receipt of any deliverables (the “Review Period”), the Client will evaluate such deliverables in order to confirm whether they comply with the specifications set forth in the Statement of Work. If the Client identifies any deficiencies, it will notify the Service Provider in writing and the Service Provider will correct such deficiencies within a reasonable timeframe and deliver the corrected
    deliverables to the Client for acceptance under the same terms and conditions. If the Client does not identify any deficiencies or fails to respond within the Review Period, it will be deemed to have accepted the deliverables. Similarly, if the Client begins using the deliverables without completing a review, it will be doing so at its own risk and peril, and it fully and finally releases the Service Provider from any liability arising therefrom.
  • 5.2. Services which do not involve a deliverable shall be deemed to have been accepted as and when they are performed.

6. ARTICLE 6 – FEES AND PAYMENT TERMS

  • 6.1. In consideration of the services, the Client will pay the Service Provider the fees set forth in the Statement of Work plus all applicable taxes, which will be invoiced in accordance with the invoice schedule set forth in the Statement of Work.
  • 6.2. Should the Client be required by any law or regulation to make any withholding or deduction on account of tax or otherwise on any amount payable to the Service Provider under this Agreement, the amount payable to the Service Provider will be increased by the amount of such withholding or deduction to ensure that the Service Provider receives a sum equal to the sum required to be paid under this Agreement.
  • 6.3. Unless otherwise stipulated in the Statement of Work, invoices are payable within thirty (30) days of receipt.
  • 6.4. Any expenses incurred while performing the services including, without limitation, travel and accommodation expenses will be charged to Client as incurred.
  • 6.5. For late payments, the Client shall apply, without prior formal notice, (i) interest at the rate of 1% per month of delay as well as (ii) a lump sum for recovery costs, the amount of which is fixed by law or decree.

7. ARTICLE 7 – AMENDMENTS

  • 7.1. Any request for changes to the Services must be sent in writing to the Service Provider and specify the nature and implications of the proposed changes. The Service Provider shall respond by issuing a change order with revised fees, deliverables and schedules, if applicable. If the Client accepts, the parties will execute the new Statement of Work, which shall amend and supersede the old Statement of Work in the event of a conflict.

8. ARTICLE 8 – INTELLECTUAL PROPERTY

  • 8.1. Provided Customer has paid the sums set forth in the Statement of Work, the Service Provider grants the Client a worldwide, non-exclusive, royalty-free and perpetual license to use, and reproduce the deliverables provided under the Statement of Work for its own internal needs.
  • 8.2. The Service Provider retains all intellectual property rights in deliverables created pursuant to the Agreement.
  • 8.3. The Service Provider retains exclusive ownership of the means, tools, inventions, methods or know-how arising out of or developed independently and/or in connection with the performance of the Services whether or not they are subject to specific intellectual property protection (copyright, patents, trademarks, etc.). No right of use is granted to the Client on these items taken separately from the Deliverables.
  • 8.4. The Client grants the Service a worldwide, non-exclusive, royalty-free and perpetual license to use, and reproduce Client information provided under the Statement of Work and under the Agreement for the purposes of providing the Services.

9. ARTICLE 9 – PERSONAL DATA PROTECTION

  • 9.1. The Client remains the controller of the personal data that it may be required to communicate to the Service Provider in the performance of the Services and in this respect, it is responsible for completing the required formalities with data protection authorities.
  • 9.2. The Client retains full control of its personal data, and to the extent that the GDPR applies, the parties acknowledge and agrees that the Service Provider will act exclusively as a processor and will process personal data in accordance with Client’s instructions. Any applicable security and confidentiality arrangements required will be agreed upon by the parties and included in a data processing addendum to this Agreement negotiated by the parties in good faith. If the implementation of these security and confidentiality arrangements increases the Service Provider’s costs, the
    Service Provider shall adjust the financial terms by amending the Statement of Work or entering a new Statement of Work identifying the additional fees.
  • 9.3. In the event that the Service Provider needs to transmit these data to subcontractors located in countries that do not have an adequate level of protection under the General Data Protection Regulation, as amended, the Parties undertake to enter into any agreement and complete any formality incumbent on them under applicable law.

10. ARTICLE 10 – WARRANTIES

  • 10.1. Each party represents and warrants that it has the rights to enter into the Agreement.
  • 10.2. The Service Provider disclaims any warranty, whether express or implied, except as otherwise set forth in this Agreement.

11. ARTICLE 11 –TERMINATION, SUSPENSION AND EFFECT OF TERMINATION

  • 11.1. In the event of a material breach of this Agreement and/or a Statement of Work by either Party, the non-breaching Party may terminate the Agreement and the Statement of Work, as applicable, provided the breach remains uncured for more than thirty (30) days after written notice thereof.
  • 11.2. In the event the Client fails to pay the Service Provider invoices, the Service Provider may, without prejudice to any other rights available under the Agreement and the law, suspend performance of any Services until payment has been received.
  • 11.3. In the event of termination of the Agreement, Cority will immediately cease performing the Services under any existing Statements of Work. The Client shall remain liable for the payment of all the Services performed by the Service Provider until the effective date of the termination and any outstanding invoices shall immediately become due and payable notwithstanding termination of this Agreement.

12. ARTICLE 12 – LIABILITY

  • 12.1. Except for a party’s gross negligence, fraud, or willful misconduct, in no event shall either party or its affiliates be liable to anyone for any indirect, punitive, special, exemplary, incidental, unforeseeable, consequential or other special damages of any type or kind (including loss of revenue, profits, data, use or other economic advantage) arising out of, or in any way connected with this Agreement, even if the party from which damages are being sought have been previously advised of the possibility of such damages, to the maximum extent allowable by applicable law. IN NO EVENT
    SHALL ANY PARTY’S AGGREGATE LIABILITY ARISING OUT OF OR
    RELATED TO THIS AGREEMENT, WHETHER ARISING OUT OF OR
    RELATED TO BREACH OF CONTRACT, BREACH OF WARRANTY,
    NEGLIGENCE, STRICT LIABILITY, TORT, EXTRA-CONTRACTUAL
    LIABILITY, OR OTHERWISE, OR FOR ANY AND ALL CLAIMS EXCEED THE
    FEES PAID UNDER THE STATEMENT OF WORK GIVING RISE TO THE
    CLAIM.
  • 12.2. The Service Provider shall be liable only to the Client. Therefore, the Client shall hold the Service Provider harmless against the consequences of such actions, in the event of action by third parties such as the Client’s subsidiaries or the Client’s customers against the Service Provider as a result of the Agreement and a Statement of Work.
  • 12.3. The Parties expressly acknowledge that this limitation of liability, negotiated between the Parties, and accepted by them, constitutes a balanced distribution of the risks arising from the Agreement and any Statement of Works between them.

13. ARTICLE 13 – CONFIDENTIALITY

  • 13.1. In the context of this Agreement, each Party may have access to information of the other Party which is confidential. Confidential information includes, without limitation, all information and/or data of any kind shared by the Client and/or the Service Provider, particularly commercial, financial, structural or technical, or other information relating to one of the Parties, its subcontractors, suppliers, customers, obtained under the Agreement (the “Confidential Information”).
  • 13.2. However, the following information is not included in the DEFINITION OF Confidential Information:
    • a) information which was regularly known to be non-confidential before it was disclosed as Confidential Information,
    • b) information developed by one of the Parties independently,
    • c) information which was in the public domain or which falls within the public domain without the beneficiary of the information having committed any fault.
  • 13.3. Each Party undertakes to maintain the confidentiality of the other Party’s Confidential Information.
  • 13.4. Each Party shall not use this Confidential Information for purposes other than those necessary for the proper performance of the Agreement and shall not disclose it to third parties unless prior agreement is given by the disclosing party.
  • 13.5. Each of the Parties undertakes to implement the appropriate means to protect the confidentiality of the Confidential Information belonging to its co-contractor which received such information or which it had access to in connection with the performance of this Agreement.
  • 13.6. This confidentiality obligation shall survive for five (5) years from the
    expiration or termination of this Agreement for any reason whatsoever.

14. ARTICLE 14 – GENERAL PROVISIONS

  • 14.1. Subcontracting. The Client hereby authorises the Service Provider to
    subcontract all or part of the Services to any third party that it has chosen, provided that it informs the Client in advance.
  • 14.2. Publicity. Neither party will issue a press release naming the other party or using the logos or trademarks of the other party or disclose the terms of this Agreement without the other party’s prior consent. However, Service Provider may verbally indicate to third parties that the Client is a customer of Service Provider.
  • 14.3. Entire Agreement. This Agreement and Statement of Works entered into by the parties constitute the entire agreement between parties and it supersedes all prior negotiations, representations and agreements, either oral or written, regarding the subject matter hereof. The parties acknowledge and agree that any terms or conditions issued in a purchase order or other similar form to the other party are for payment processing procedures only and shall have no force or effect and those terms are expressly rejected by the other party related to the subject matter of this Agreement.
  • 14.4. Waiver. No previous condoning, excusing, or overlooking of breaches or defaults by a party shall be taken as a waiver of any of the terms or conditions of this Agreement.
  • 14.5. Severability. If any of the provisions hereof is null and void under any law, regulation or following a final court decision, it shall be deemed severed from this Agreement.
  • 14.6. Headings. Section headings are included for convenience of reference only and shall not be given any substantive effect in limiting or otherwise construing any provision herein.

15. ARTICLE 15 – APPLICABLE LAW

  • 15.1.THE AGREEMENT IS GOVERNED BY THE LAWS OF PARIS, FRANCE WITHOUT REGARD TO THE CONFLICT OF LAWS PRINCIPLES. ANY DISPUTES ARISING UNDER THIS AGREEMENT WILL BE HEARD EXCLUSIVELY BY THE COURTS LOCATED IN PARIS, FRANCE.
Sean Baldry

Sean Baldry

Sr. Director of Product Marketing

As Cority’s Sr. Director of Product Marketing, Sean leads Cority’s product marketing strategy and tactical delivery, helping customers understand the value that they can realize from a digital EHS transformation with Cority. With over 20 years of experience working in front-line and corporate EHS roles, Sean intuitively understands the key challenges and pain points faced by EHS professionals, and leverages this deep expertise to educate Cority’s team on how best to support the customer journey. Sean works with Product Management, Sales, Marketing and Professional Services functions to better understand customer impressions of Cority’s products and services, and advocates for product investment that support current needs while addressing future demands. Prior to joining Cority, Sean worked across manufacturing, automotive, mining and construction sectors, most recently serving as Head of Health & Safety for Holcim’s Eastern Canada division.
 
Sean is a graduate of the University of Guelph and Ryerson University, and holds a Canadian Registered Safety Professional (CRSP) designation.
Timothy Ku

Timothy Ku

VP of Customer Support

Tim is a seasoned professional with over 20 years of extensive experience in Support and Service Management. Currently serving as Cority’s VP of Customer Support, he is known for his ability to lead and scale global support teams across diverse locations. Tim’s approach is deeply rooted in customer-centricity, leveraging his expertise to ensure the Voice of the Customer is heard throughout the organization.

With a strong focus on process optimization and data-driven decision-making, Tim consistently delivers results that enhance customer satisfaction and loyalty. He understands that success isn’t just about hitting targets but also about building a positive rapport with customers and key stakeholders. His leadership style inspires trust and collaboration, empowering teams to innovate and be creative. Prior to his role at Cority, Tim held leadership positions at TELUS Communications, Esri Canada, and most recently VP of Client Services at Doxim Inc. Tim holds a Bachelor of Business Commerce degree from Toronto Metropolitan University.

Matt Nelson

Matt Nelson

VP, Strategic Alliances

Matt is a highly accomplished executive leader with a passion for learning and executing innovative growth strategies. With over 25 years of proven expertise in the enterprise Risk Management, Compliance and Environmental, Health, Safety (EHS) and ESG/Sustainability arena. Matt is responsible for driving the global expansion of our Strategic Alliance initiatives. Matt is recognized for an unbroken track record of success building, developing, and scaling high-performing collaborative global teams and multi-channel partnering ecosystems who consistently exceed revenue, profit, and management goals. Matt is a process driven, fact-based problem solver who enjoys creating long-term value for his clients, partners, and team. Matt’s experience in team building and associate development has driven significant new and organic international market expansion, M&A pursuits, change management, new product/market launches and has managed global teams as large as 145 team members. Over the past 10 years, Matt, his teams, and channel partners are responsible for negotiating, selling, and delivering more than $1.5 billion in SaaS/Cloud software and consulting services. When Matt is not working, he enjoys spending as much time as possible traveling with his wife and six children.

 
Scott Miner

Scott Miner

Sr. Director, Platform & Design

As Sr. Director, Platform & Design, Scott spearheads the successful delivery of platform capabilities across CorityOne clouds. Additionally, he oversees our UX/UI team, prioritizing user-centered design, and the creation of best-in-class experiences. With over 20 years of product design leadership, Scott has successfully delivered mission-critical finance and business applications to global Fortune 100 companies.

Before joining Cority, he served as the Head of Experience for Telus Agriculture and Consumer Goods. Prior to that role, Scott held the position of VP, Technology – Enterprise Data, Product, and Delivery at TKXS. This business became a pivotal acquisition, forming Telus’ Ag/Consumer business unit. In the early stages of his career, he co-founded ettain group, a prominent US digital agency, guiding it through rapid growth and positioning it for future acquisition by Experis/Manpower.

Scott’s deep experience in driving design at scale and leading high-performing teams will play a pivotal role in supporting Cority through its next stage of growth. He holds a bachelor’s degree in design from the Rochester Institute of Technology in Rochester, NY.

Laura Vassilowitch

Laura Vassilowitch

Senior Director, Product Operations

Laura Vassilowitch is the Senior Director, Product Operations at Cority. Laura works with Product Management, Product Marketing, Engineering, UIUX, and other cross functional areas to provide streamlined processes that support superior performance and output. Laura’s decade-plus history in Product Management includes leadership of Product Organizations at Start-Ups and Fortune 500 companies within the Higher Education, Federal & State Governments, and Healthcare Markets. Most recently, Laura was the Director of Technical Product Management at Gordian, a Fortive Operating Company (FTV). In this role, she was responsible for the execution and delivery of software solutions across Gordian’s SaaS product portfolio.

Jamie Devlin

Jamie Devlin

VP of Sales

Jamie is a senior leader with 25 years of international business consulting and technology experience across multiple industries and geographies, with deep expertise in strategy development, sustainability, business change, process optimization, digital transformation, and advanced technologies, including industrial Artificial Intelligence (AI).

As Vice President of Sustainability Sales, Jamie is responsible for driving Cority’s acquisition of new business and developing strategic partnerships, focused on the value Cority’s clients realize in the context of an ever-changing sustainability reporting landscape. Jamie also works closely with the colleagues across Cority’s Sustainability Cloud to ensure Cority’s trusted software and expert advisory services continue to lead the market.

Stephen Tkaczyka

Stephen Tkaczyk

VP of Finance

As VP Finance, Stephen Tkaczyk oversees the finance and accounting functions. Stephen has 15 years of financial experience, with areas of expertise in financial reporting, performance management and analysis. Prior to joining Cority, Stephen spent the initial part of his career working in the KPMG audit practice and then subsequently in progressively senior finance roles at both private and public companies. Such companies crossing various industries include, Alliance Atlantis Communications, Shred-it International and Kognitiv Corporation all of which saw significant growth and M&A activity. He is a CPA, CA and holds a Bachelor of Commerce degree from the University of Toronto.

Ted Kail

Ted Kail

Chief Product Officer

Ted Kail is the Chief Product Officer at Cority and oversees the Product Management, Solution Marketing & Enablement functions that serve Cority’s customers throughout the globe. For the past 15 years Ted has led Product organizations at Start-Ups & Fortune 500 companies within the Higher Education, Federal & State Governments, and Healthcare Markets. Most recently Ted was the Chief Product Officer at Gordian, which is a Fortive Operating Company (FTV). In this role, he was responsible for determining the strategic direction of all products across Gordian’s product portfolio that included both SaaS and data product offerings.

Ted holds a Bachelor of Science in business as well as an Executive MBA from Northeastern University.

Daphne Reed

Daphne Reed

Senior Director, Security

Daphne Reed is the Senior Director Of Security at Cority Inc. With 20 years of experience in the technology field, Daphne has worked with organizations such as Infrastructure Ontario (Crown Agency), Loyalty One (Air Miles), and most recently worked with the tech start-up Vidyard for 8 years from its infancy to its current size in the enterprise market. Beginning with late mainframe technology in the 90s, she has witnessed the transformation and migration journey through to today’s Cloud systems, and the compliance and regulatory demands that have come with it. Daphne’s focus on process efficiency brings faster and smarter connections between otherwise disparate enterprise teams, always to foster and facilitate the human connection first.

Tjeerd Hendel-Blackford

Tjeerd Hendel-Blackford

VP of Sales

Tjeerd is an experienced Sales Leader covering the EMEA and APAC regions. He and his team work to build long-term strategic partnerships with new and existing customers to help them reach and exceed their EHS and ESG/Sustainability goals. Tjeerd has over two decades of experience in environment, health & safety, and quality (EHSQ). Having worked as both an EHS practitioner and a consultant he has helped dozens of companies to address their HSEQ challenges through the application of management best practice in combination with market-leading information and technology solutions.

Justin Dennis

Justin Dennis

VP of M&A Integrations

With over 20 years of experience in enterprise software solutions, Justin Dennis serves as the VP, M&A Integrations at Cority where he provides program governance on the complex integration of people, processes, and technologies of acquired companies. In 2020, Justin created the highly successful Cority Center of Excellence (CoE), which manages multiple strategic initiatives and digital transformations that support increasing company valuation. He is a visionary leader with a proven track record to enable an organizational culture of continuous competency improvement through cross-functional collaboration. Prior to joining Cority in 2017, Justin served as the VP, Information Technology and principal at RegAction. During his tenure he managed the company P&L, led product development, cloud strategy, IT security, platform integrations, and corporate expansion efforts. Justin’s deep domain expertise and passion for technology operations were cultivated during his time at BMC Software. He holds a BBA degree in both Management Information Systems and Marketing with a minor in Latin American Studies at University of Houston, C.T. Bauer College of Business.

Carrie Young​

Carrie Young

VP of Strategic Solutions

Carrie has spent her 25+ year career around EHSQ software solutions; first as a customer using software in the chemical industry, next as an implementation partner guiding customers through their software journey, and most recently within the software provider community developing market leading solutions. In each of these roles, she has led high performance teams and implemented strong organizational change techniques as the foundation for success. She brings a 360° view to her role as the VP of Strategic Solutions, helping customers identify and execute solutions that drive powerful change.

Carrie holds a Bachelors of Science degree in Chemical Engineering from the University of Kansas specializing in Environmental Studies, is trained as a Six Sigma Black Belt, and is a certified Project Management Professional from the Project Management Institute.

She formerly was the Vice President of Operational Excellence for a technology company, Waitr Holdings, the Vice President of Professional Services at Sphera, the Director of Professional Services at Rolls-Royce, as well as a process engineer at Vulcan Chemicals and an Environmental Consultant at Trinity Consulting.

DeAnn Poe

DeAnn Poe

VP of Marketing

DeAnn Poe is the VP of Marketing, overseeing the Growth Marketing, Brand and MarComm, and Business Development functions at Cority. She is a versatile marketer with over 20 years of experience serving in Marketing Leadership, Demand Gen and MarComm functions at software companies across a variety of verticals. With a proven track record for building efficient, data-driven marketing teams, she is passionate about proving marketing’s impact on the bottom line and empowering her teams to drive sustainable revenue for the organization. DeAnn holds a bachelor’s degree in Business Administration from California State University, San Marcos.

Anthony Palladino

Anthony Palladino

Multi-faceted Finance and Operations Executive possessing more than 15 years of management experience. I have achieved measurable success in P&L management, budgeting, human resource administration, treasury models and facility management. Significant experience in SaaS supply chain solutions, sourcing services and IT delivery. International finance experience managing operations in Europe and Asia.

Currently, Chief Financial Officer at Elemica, a leading cloud based software company headquartered in Wayne, PA that enables the world’s largest manufacturing companies to effectively manage their demand and supply chains.

Jesse Miller

Jesse Miller

VP of Sales

Jesse Miller is the leader of Customer Sales for Cority, working closely with our customer success and product management teams to support the adoption and use of our solutions. Jesse is an avid scuba diver and underwater photographer, which drives his passion to help our customers create a healthy and more sustainable future. Throughout his career he has held progressively senior leadership positions helping software companies scale by investing in the people and processes that lead to success. As a leader with Dexter and Chaney, Viewpoint, and Rhumbix, Jesse helped construction companies through a digital transformation of their business to create efficiency, and reduce risk. He was an integral part of the team at Viewpoint that grew the company from $25M to $200M in annual revenue, which resulted in an acquisition by Trimble Inc (TRMB). During Jesse’s 15 year sales career, he has helped software companies with numerous M&A activity, scaling, and organizational change. Jesse holds a Masters degree in Communication and Organizational Leadership from Gonzaga University, with minors in Applied Finance and Marketing.

Brad Totten

Brad Totten

VP of Sales

As Senior Sales Director, Brad is responsible for leading and developing a team of sales professionals focused on one thing: providing the best possible commercial experience to Cority’s prospective customers. A 25 year veteran of Enterprise Sales, Brad prides himself on leaving no stone unturned when it comes to our clients understanding of the entire sales process from the first point of contact to the launch of a successful program and beyond. Brad is passionate about the environment and helping organizations maintain safe and healthy workplaces and sustain the communities in which they operate. Outside of work, you can find Brad on the golf course or running along the Toronto Beaches and spending time outdoors with his wife and two children.

Rob Michayluk

Rob Michayluk

Sr Director, Cloud and Security

With over 25 years experience across multiple IT disciplines in a variety of industry verticals, Rob Michayluk serves as the VP, Cloud at Cority. In this role, he is responsible for Cloud Infrastructure, DevOps and the IT services that support the Cority Enterprise. Rob has held several senior leadership roles including Director, Technology at LoyaltyOne (AirMiles) and Managing Director, Digital Engineering at Bond Brand Loyalty building and operating the technology that enables the Scene+ loyalty program.

Ran Ding

Ran focuses on growth equity investments across a wide range of sectors including technology, business services, and consumer. Ran sits on the board of Avetta and Infutor, and he is actively involved with Norwest’s investments in ACL, Avetta, Cority, Infutor, Kendra Scott (recapitalized by Berkshire Partners), and The Rainmaker Group. Ran was previously involved with Norwest’s investments in 1010data (acquired by Advance), Rainmaker – Multifamily (acquired by RealPage), and The Retail Equation (acquired by Appriss).

Ran holds a bachelor of science degree in electrical and computer engineering from Cornell University. Ran is also a CFA charterholder.

Nicolaas Vlok

Nicolaas Vlok

Nicolaas Vlok is an Operating Partner at Thoma Bravo. He brings more than 20 years of experience leading high-growth, publicly traded, and PE-backed software and data businesses, by driving market expansion, revenue growth, product innovation, and operational excellence. As a transformational leader, he executed multiple growth strategies that transformed companies into clear market leaders, which included integrating multiple acquisitions accelerating growth. He holds board positions at ABC Fitness, Centrify, Cority, MailGun, and MeridianLink, all industry leading software companies. He is a former board member of Vision Solutions and Idaptive.

Nicolaas is also the President and CEO of MeridianLink, and the former President and CEO of Vision Solutions, which was a Thoma Bravo portfolio company, and subsequently sold to Clearlake Capital. Prior to Vision Solutions, he was the Co-Founder and CEO of IDION Technology Holdings, a publicly traded company on the JSE in South Africa.

Nicolaas was born and raised in South Africa, and studied Computer Engineering at the University of Pretoria. In 2000, he moved to the US to lead IDION’s growth in North America. He is married to the love of his life, and together they are raising their three sons in Southern California.

PRIOR EXPERIENCE
Vision Solutions, President and CEO
IDION Technology Holdings, Co-Founder and CEO
TST, Co-Founder and CEO

Matt LoSardo

Matt LoSardo is a Vice President at Thoma Bravo. Based in San Francisco, he joined the firm in 2016. Previously Matt worked in private equity at Harvest Partners and investment banking at Morgan Stanley. He holds a BS degree in Economics from Duke University.

Hudson Smith

Hudson Smith

Hudson Smith has been a Partner at Thoma Bravo since 2016. Based in San Francisco, he is responsible for finding and executing new deals and monitoring and growing the portfolio as an active board member for the firm’s Discover funds, which focus on investing in mid-sized and smaller software and technology companies. Prior to joining Thoma Bravo, he served as Managing Director of HGGC, where he led software and technology investments. Previously, he worked at Bain & Company in Dallas and Sidney and Lincoln International in Chicago. Hudson earned an MBA from the Kellogg School of Management at Northwestern University and a BS degree in Business Administration, magna cum laude, from Washington and Lee University.

Marlene da Costa

VP, Human Resources

Marlene da Costa is the VP, Human Resources, where she heads the People & Culture Function for Cority across Canada, US, UK, France, Germany and Australia. In her current role, Marlene and her team manage the Talent Acquisition, Talent Management, HR Business Partnering, Organizational Development, Leadership & Development, Compensation and Employee Engagement programs. Marlene brings a decade of international Human Resources experience especially in talent acquisition, talent management and employee engagement to the role. Prior to Cority, Marlene headed the HR function for a software company in the financial services space in downtown Toronto. Marlene holds two Masters in Industrial/Organizational Psychology from Middle Tennessee State University and Mumbai University. Marlene is also a Certified Human Resources Leader, certified through the Human Resources Professionals Association of Canada.

Lee Estepp

Lee Estepp

VP of Engineering

Lee Estepp is the Director of Engineering where he oversees the product development and integration of the technology vision at Cority. He joined in 2018 to head up engineering, operations, and support for Cority IQS. Lee continues to lead Cority’s Quality initiatives while also directing development for the Environmental, Chemical, and Ergonomics solutions. Prior to joining Cority, he served as Senior Director in PTC’s PLM division and has more than 20 years of global enterprise software experience. Lee holds Bachelor of Arts degrees in Physics and Computer Science at Bethel University in St. Paul, Minnesota.

 

Brian Chan

Brian Chan

VP of Engineering

Brian Chan is Cority’s Director, Software Engineering. Brian manages the core development operations, and he began his career at Cority in 2002 on the Helpdesk. Throughout the years, Brian has held progressive roles in the software engineering department including, Software Developer, Software Architect, Manager, Software Engineering. Brian is a graduate of the University of Toronto with a Bachelor of Science in Computer Science.

Simona Barcau

Simona Barcau

Vice President, Customer Success

Simona brings over 18 years of customer-focused experience, having had diverse leadership roles in Customer Success, Professional Services, Product Management, and Software Development that uniquely position her to understand the SaaS customer life cycle. Prior to Cority, Simona was SVP Customer Success at Varicent, after having served as the Offering Management Leader at IBM for the Varicent portfolio.

 

Amanda Smith

Amanda Smith

Executive Vice President, Product Strategy

Amanda Smith is Cority’s Executive Vice President, Product Strategy, where she brings over 15 years of experience in cloud-based software and human/computer interaction to oversee the creation, marketing, and support of targeted industry solutions. In her role, she focuses on helping to solve EHS&Q problems and providing valuable technology solutions to Cority customers. Amanda has a degree in Industrial & Operations Engineering from University of Michigan.

Adrian Williams

Adrian Williams

VP, Professional Services

Adrian Williams is the VP, Professional Services at Cority. He graduated in Computing from Staffordshire University before commencing his career implementing enterprise manufacturing execution systems globally. Having an extensive corporate IT background including time with Anglo American and Michelin, he has a passion for high quality service delivery. Adrian leads the Professional Services team’s functional consulting resources and actively involves himself in project governance duties. One of his key roles at Cority has been to gather post implementation lessons learned feedback to share with the wider business to ensure continuous improvement.

Atish Ghosh - CTO at Cority

Atish Ghosh

Chief Technology Officer

Ghosh brings over 20 years of experience in product engineering expertise in B2B cloud-based software, products, and services to Cority. Ghosh joins from Neustar, a leading global information services provider serving more than 8000 clients worldwide, including 60 of the Fortune 100, where he was Senior Vice President of Product Engineering and led the engineering and development organization for Neustar’s broad set of Marketing, Risk, Security, and Communications solutions. Prior to Neustar, Ghosh was Senior Vice President of Global Research and Development for Ellucian, where he led the research and development organization of over 800 employees responsible for the design, development, and release of Ellucian’s broad product portfolio that served over 2,500 higher education institutions globally. Previously, he held a number of senior leadership roles at Blue Yonder, a leading supply chain software provider. Ghosh holds a BS, MS, and Ph.D. in Electrical Engineering with minors in Computer Science and Mathematics from Clemson University.

Pablo Neiman

Pablo Neiman

Chief Customer Officer

As Chief Customer Officer, Pablo oversees the successful delivery of Cority’s solution to our client’s around the globe. Pablo brings a decade of experience delivering enterprise solutions to top-tier clients throughout North America, Europe and APAC. Prior to joining Cority in January 2018, Pablo was the VP of Strategic Planning at NexJ Systems. Pablo has also held various Professional Services roles and always maintained an excellent track record of delivering solutions and establishing strong relationships with clients. Pablo’s experience driving operational efficiencies and leading high performing teams will help Cority through its next stage of growth. Pablo has also held research and teaching positions at the University of Toronto in the Faculty of Mechanical and Industrial Engineering, the Advanced Microsystems and Nano Lab, at Queen’s University, and the Royal Military College. Pablo holds a B.Sc. in Electrical Engineering from Queen’s University, and both an M.A.Sc. and MBA from the University of Toronto.

Mark Wallace

Mark Wallace

CEO

Mark is CEO of Cority Software Inc., a Toronto-based, award-winning, global SaaS company. Under Mark’s leadership, Cority’s revenue has grown consistently at a compounded rate of 25%. The company has grown in employees from 29 when Mark started in 2003 to close to 400 employees today. It enjoys an industry-leading profit margin. In 2016, Cority raised capital with Norwest Venture Partners, Georgian Partners, and BMO; in 2019 Cority raised capital from software specialist Private Equity firm Thoma Bravo and with Norwest again stepping up as an investor. Mark was a finalist for the EY Entrepreneur of the Year Award in 2017 and 2018. Previously, Mark was Vice President, General Counsel & Corporate Secretary and a member of the executive management team of AT&T Canada Corp. Mark is a graduate of St. Francis Xavier University, where he recently completed 10 years on the Board of Governors, including four as Chair of the Board. He received his J.D. from the University of Victoria and is a member of the Law Society of Upper Canada. Mark is active in mentoring young entrepreneurs and has served on several other not for profit boards.