What does the Proprietary Software licensed by Expense Reduction Analysts allow franchisees to do?
Expense_Reduction_Analysts Franchise · 2025 FDDAnswer from 2025 FDD Document
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- We or our designee will license to you our then-current form of Proprietary Software that will allow you to access and use our administrative services. (Section 11.9 and 18 of Franchise Agreement)
You will use the Computer System to, among other things, manage leads, contacts, appointments, accounts and work-in-progress, to access our Proprietary Software, and to communicate with other members of our global franchise network. It will collect and generate client information, client projects, work projects, projections, evaluations and reports. We may require that your Computer System, and all
other electronic media, be programmed to automatically transmit data and reports about the operation of the Consulting Business to us. We have the right to independently access, monitor, and retrieve any data you input or collect electronically, including access to your Computer System or for any other purpose we deem necessary. There are no contractual limitations on our right to access this information.
All material and data related to the System must be housed digitally in Franchisor's approved OneDrive folder accessed through our Proprietary Software. This includes all Confidential Information as defined in the Franchise Agreement, for example but not limited to, all past and present prospect, client, and supplier data, reports, materials, spreadsheets, presentations, contracts, promotional materials, website materials, and digital marketing materials.
You must keep your business equipment clean and in excellent repair. Periodically, we may instruct you to upgrade your equipment to meet our currently effective standards and to accommodate any upgrades to the Proprietary Software or other software that we require you to use. You must promptly comply with any such requests at your cost.
You will be required to pay the then-current Technology Fees associated with the Proprietary Software and any other software we designate for use in connection with your Consulting Business (which currently consists of our ERA Management Information System, and as of the Issuance Date, is included in the Technology Fee).
Source: Item 11 — FRANCHISOR'S ASSISTANCE, ADVERTISING, COMPUTER SYSTEMS AND TRAINING (FDD pages 26–36)
What This Means (2025 FDD)
According to Expense Reduction Analysts' 2025 Franchise Disclosure Document, franchisees will be licensed the then-current form of Proprietary Software that will allow them to access and use the administrative services offered by Expense Reduction Analysts.
The Expense Reduction Analysts' Computer System is used to manage leads, contacts, appointments, accounts, and work-in-progress. It also allows access to the Proprietary Software and communication with other members of the global franchise network. The system collects and generates client information, client projects, work projects, projections, evaluations, and reports. Expense Reduction Analysts may require the Computer System to automatically transmit data and reports about the Consulting Business's operation to them, granting them independent access to monitor and retrieve any data inputted or collected electronically.
All material and data related to the Expense Reduction Analysts system must be housed digitally in Franchisor's approved OneDrive folder accessed through their Proprietary Software. Franchisees may be instructed to upgrade their equipment to accommodate any upgrades to the Proprietary Software or other software that Expense Reduction Analysts requires them to use, and they must promptly comply at their own cost. The Technology Fees associated with the Proprietary Software and any other software Expense Reduction Analysts designates for use in connection with the Consulting Business must be paid by the franchisee.