Legal
Service Description
SofClo Tech Value Program – Practitioner, Team and Enterprise Plans · Version 1.0 · 20 October 2026
1. Introduction
1.1 This Service Description describes the Services that SofClo AB (the “Supplier”) provides to the Customer under the Agreement: The SofClo Tech Value Program platform, the subscription Plans in which it is offered, and what is included in each Plan.
1.2 This document is the “applicable service description” referred to in the MSA definition of “Services” and in Section 5.2.1 of the MSA, and in the SLA definition of “Error”.
1.3 The Plan, the number of Seats, the subscription term and the fees are set out in the Order Form. Support, rectification and availability are governed by the SLA (Schedule 3), and the processing of personal data by the DPA (Schedule 1).
1.4 Capitalised terms not defined in this Service Description have the meaning given to them in the MSA and its Schedules.
2. Definitions
“Advisor Seat” – means the complimentary Seat described in Section 5.4.
“AI Features” – means the AI functionality of the Platform described in Section 6.
“Output” – means any assessment, recommendation, text, document or other content generated by the AI Features on the basis of Customer Data.
“Plan” – means the Practitioner plan, the Team plan or the Enterprise plan, as specified in the Order Form.
“Platform” – means the Supplier’s software-as-a-service platform for the Tech Value Program, made available at www.sofclo.com.
“Practitioner Seat” – means a Seat with full rights to plan, build and manage programs in the Platform, as described in Section 5.2.
“Read & Report Seat” – means a Seat with rights to view dashboards and pull reports, as described in Section 5.3.
“Seat” – means a named User account in the Platform.
“Tech Value Program” – means the Supplier’s methodology for running IT Asset Management (software and hardware), FinOps and AI Governance as one program with one operating model.
3. The Service
3.1 SofClo is a software-as-a-service platform for planning, executing and improving the Customer’s IT Asset Management (SAM and HAM), FinOps and AI Governance as one Tech Value Program - “One Program, Three Domains”. The Platform gives the Customer one consistent view of what its organisation owns, what it costs and how it is governed, and is designed to work with the Customer’s existing governance structures. The different domains can be used separately or as an unified platform.
3.2 Every Plan includes the full Platform functionality set out below, as made available in the Platform from time to time:
| Capability | Description |
|---|---|
| Program & Plan | Defines the program’s vision, goals and execution roadmap, including modules such as Vision, Mission & North Star, Scope & Objectives, SMART Goals & KPIs, Assessments & Benchmarking, a framework and recommendations for each domain, Roadmap, Initiatives, Planner, Communication, Upskilling and PI-Planning. |
| Operating Model | Structures the team, defines roles and establishes frameworks, including modules such as Organizational Structures, Team Structure, Stakeholders Matrix & Prioritization, Internal and External Stakeholders, domain-specific services, activities and vendor or stakeholder tiers, Implemented Tools and Tooling Assessment. |
| Optimization, Policy & Process | Tracks costs and budgets, assigns responsibilities and builds documents and workflows, including modules such as Cost Optimization Tracker, Budgeting, Cost Codes, RACI Matrix, Document Builder and Workflow Builder. |
| Commercial, Compliance & Risk | Manages vendors, tracks compliance and monitors risks, including modules such as All Agreements Planner & Annual Wheel, Value Areas, AI Registers and AI Use Case Registry, AI Regulatory & Principles, spend, value, vendor and agreement tracking per domain, Cloud, Software and AI Asset Intelligence, Sub-Account Ledger, Cost Anomaly Workflow, Audit Risk & ELP and Software Audit. |
| SAM, HAM, FinOps & AI Frameworks | Built-in guidance based on IAITAM best practice (SAM and HAM), the FinOps Foundation Framework (FinOps), and ISO/IEC 42001, the EU AI Act and the NIST AI RMF (AI Governance), with maturity assessment and benchmarking per domain. |
| Unified and Domain Views | One unified view across all domains and dedicated views for AIG, FinOps, HAM and SAM, with shared program data, task ownership, role-based dashboards and PDF export. |
3.3 References to standards and frameworks are provided as guidance. Use of the Services does not in itself result in certification against, or compliance with, any standard or regulation. In accordance with Section 4.3 of the MSA, the Services do not constitute legal, accounting, compliance, regulatory or tax advice.
4. Plans
4.1 The Services are offered in three Plans. All Plans include the same Platform functionality and the full set of AI Features. The Plans differ in the number of Seats, the level of support, and enterprise security and integrations.
| Practitioner | Team | Enterprise | |
|---|---|---|---|
| Intended for | An individual practitioner working with a smaller group of Read & Report users | ITAM and FinOps teams working with Procurement, Product and a larger group of Read & Report users | Large organisations rolling out ITAM, FinOps and AI Governance across multiple teams |
| Practitioner Seats | 1 User | 5 Users | Custom |
| Read & Report Seats | 5 Users | 25 Users | Custom |
| Advisor Seat | 1 User (free) | 1 User (free) | 1 User (free) |
| Platform functionality (Section 3) | ✓ | ✓ | ✓ |
| AI Features (Section 6) | ✓ | ✓ | ✓ |
| Personal Support | ✓ | ✓ | ✓ |
| Dedicated Support | – | – | ✓ |
| Designated admin users for support (Section 7.1) | 1 | 2 | As agreed in the Order Form |
| SSO (Okta / Microsoft Entra ID) | – | – | ✓ |
| Multi Factor Authentication (MFA) | ✓ | ✓ | ✓ |
| API Integrations | – | – | ✓ |
4.2 The Enterprise plan includes everything in the Team plan, with Seat numbers, security and integration requirements agreed in the Order Form.
5. Seats and Users
5.1 General. Seats are named and personal and may not be shared between individuals. The Customer may reassign a Seat to another individual when the original User no longer needs access. All Users act under the Customer’s responsibility in accordance with Section 5.3.3 of the MSA.
5.2 Practitioner Seat. A Practitioner Seat is intended for the persons who actively run the program. It gives access to all Platform functionality and AI Features, including creating and editing programs, assessments, documents, tasks and data.
5.3 Read & Report Seat.A Read & Report Seat is intended for persons who need to view dashboards and pull reports but do not actively manage programs, so that the wider business can access insight. A Read & Report Seat does not give rights to create or edit program content.
5.4 Advisor Seat. Each Plan includes one complimentary Seat for an external advisor appointed by the Customer, such as the Customer’s FinOps or SAM consultant or a SofClo partner, so that the advisor can work alongside the Customer in the Platform. The Advisor Seat has the same rights as a Practitioner Seat. The Customer is responsible for ensuring that the advisor is bound by appropriate confidentiality obligations and uses the Platform only on the Customer’s behalf and may revoke the advisor’s access at any time.
5.5 Additional Seats.Additional Practitioner Seats or Read & Report Seats may be ordered by upgrading the Plan or by adding Seats in a new or amended Order Form.
6. AI Features
6.1 Every Plan includes the following AI Features:
| AI Feature | Description |
|---|---|
| AI Management Assessment | AI-assisted assessment of the maturity of the Customer’s ITAM, FinOps and AI Governance programs against the applicable frameworks, from current state to target state. |
| AI Create & Write | Drafting of program content such as charters, policies, processes, communications and other documents, for review and editing by the User. |
| AI Framework Recommendation | Recommendations of framework-aligned initiatives and actions based on the Customer’s inputs, forming the basis of a tailored execution roadmap. |
| AI Management Chatbot | A conversational assistant that answers questions about the Customer’s program and the Supplier’s knowledge base. |
| AI Bulk Imports | AI-assisted import of larger data sets, for example from Excel or CSV files, including mapping of the data to the structure of the Platform. |
6.2 The AI Features run on Amazon Bedrock in the AWS region in Ireland, and all processing takes place within the EU/EEA. The AI Features are configured to run at a model temperature of zero to maximise the consistency of Outputs. The Supplier does not, however, warrant that identical inputs will always produce identical Outputs.
6.3 The Supplier does not use Customer Data, prompts or Outputs to train or fine-tune AI models. The Supplier may use aggregated and/or anonymised information to improve the Services and for benchmarking, as permitted under Section 14.2 of the MSA and Section 4.4 of the DPA.
6.4 Outputs are decision support. They may contain inaccuracies and shall be reviewed by the Customer before being relied on. The Customer remains responsible for decisions made on the basis of Outputs. The AI Features are not intended for decisions concerning individual natural persons.
7. Support
7.1 Personal Support is included in all Plans. It consists of user support and Error handling as set out in the SLA, provided during Support Time to the Customer’s designated admin users by e-mail to customerservice@sofclo.com, in Swedish or English. The number of designated admin users is Practitioner: 1; Team: 2; Enterprise: as agreed in the Order Form.
7.2 Dedicated Support is included in the Enterprise plan. In addition to Personal Support, it includes a named customer success contact at the Supplier, an onboarding plan, and regular program reviews (e.g. quarterly), as further specified in the Order Form.
7.3 Onboarding for the Practitioner and Team plans consists of provisioning of the Customer’s tenant, creation of the first User accounts and access to the Platform’s documentation and a kick-off session. Additional training, workshops, configuration and consultancy are not included and may be agreed separately.
8. Enterprise Security and Integrations
8.1 Single sign-on. The Enterprise plan includes single sign-on (SSO) with Okta and Microsoft Entra ID via SAML 2.0 / OpenID Connect. The Customer is responsible for configuring and maintaining its identity provider and for managing User access through it.
8.2 API Integrations. The Enterprise plan includes access to the Supplier’s API and integrations for exchanging data between the Platform and the Customer’s other systems, for example IT service management, licence management and cloud cost tools. The available integrations are described in the documentation, and the scope for the Customer is agreed in the Order Form. The Customer is responsible for any licences to third-party systems it connects. Integrations relying on third-party applications are subject to Section 11 of the MSA.
9. Subscription, Billing and Plan Changes
9.1 Plans are subscribed for the subscription term set out in the Order Form and are billed annually in advance at the fees stated in the Order Form. The Enterprise plan is priced individually.
9.2 The Customer may upgrade to a higher Plan, or add Seats, at any time. The additional fee is prorated for the remainder of the current billing period.
9.3 Downgrades to a lower Plan, and reductions in the number of Seats, take effect from the next renewal date, if notified no later than one month before the renewal date
10. Hosting, Security and Data
10.1 The Services are hosted on Amazon Web Services in the AWS region in Ireland, with immutable copies of backups stored in the AWS region in Stockholm. Unless otherwise specified in the Order Form, all Customer Data, including backups, is stored and processed within the EU/EEA in accordance with Section 17 of the MSA.
10.2 The Supplier operates an information security management system certified to ISO/IEC 27001.
10.3 The Supplier takes daily backups of Customer Data, which are retained for thirty (30) days, including immutable (write-once) copies stored in the AWS region in Stockholm. This is the backup retention period referred to in Section 7.2 of the DPA.
10.4 The Customer may export Customer Data from the Platform in Excel or CSV format during the subscription term. Export and deletion on expiry or termination are governed by Section 7.4 of the MSA and Section 7 of the DPA.
11. Not Included
11.1 Unless agreed in an Order Form, the Services do not include training beyond standard onboarding, consultancy, custom development, configuration of the Customer’s third-party systems, cleansing or manual entry of Customer Data, representation of the Customer in licence audits, or licences to third-party software, cloud services or standards.
12. Changes to this Service Description
12.1 The Supplier develops the Services continuously and may update this Service Description accordingly. In accordance with Section 4.1 of the MSA, new functionality made generally available to the Supplier’s customers is included in the Customer’s Plan. Changes that have a significant adverse effect on the Services are notified and handled in accordance with Section 21.2 of the MSA. The current version is available at www.sofclo.com/servicedescription