PRIVACY NOTICE.
INTRODUCTION & CONTENTS.
Last Updated: 3rd October 2025
This Privacy Policy explains how Precursive Ltd and its subsidiaries (including Precursive Inc, the Services Delivery Alliance, or SDA) collect, use, and protect your personal data. It applies to visitors of our websites, users of our products and services (“Services”), and participants in our professional services community.
SECTION HEADING
2. Who we are
3. The data we collect about you
4. Cookies and similar technologies
5. How we collect your personal data
6. How we use your personal data
7. Disclosures of your personal data
10. Data retention
13. Sub-processors
1. SCOPE OF THIS POLICY.
This Policy applies to:
• Visitors to our websites, including www.precursive.com and www.servicesdeliveryalliance.com
• Customers using the Precursive Services
• Participants in SDA-hosted events, webinars, and online communities
2. WHO WE ARE.
Precursive is a provider of professional services automation software and operates the Services Delivery Alliance (SDA), a community of professional services leaders. For the purposes of this Policy, 'we', 'us', or 'our' refers to Precursive Ltd, Precursive Inc., and affiliated entities.
3. THE DATA WE COLLECT ABOUT YOU.
We may collect, use, store and transfer different kinds of personal data about you including:
• Identity Data (name, username or similar identifier, title)
• Contact Data (email address, phone numbers)
• Technical Data (IP address, browser type, time zone, location, cookies)
• Profile Data (login credentials, preferences, feedback)
• Usage Data (how you use our website, Services)
• Marketing and Communications Data (your preferences in receiving marketing from us)
4. COOKIES AND SIMILAR TECHNOLOGIES.
We use cookies and similar tracking technologies to enhance your experience on our websites, analyze site traffic, and support our marketing activities. Cookies are small text files placed on your device by a website. Some cookies are necessary for the site to function properly, while others are used to provide insights into how the site is being used or to deliver personalized advertising.
We use the following types of cookies:
Essential cookies: Required for the website to function and cannot be switched off.
Analytics cookies: Help us understand how visitors interact with our websites (e.g., Google Analytics, Leadfeeder).
Marketing cookies: Used for advertising and retargeting (e.g., HubSpot, LinkedIn, Drift).
You can manage or withdraw your cookie preferences through the cookie consent banner displayed when you visit our websites, or by adjusting your browser settings. Disabling certain cookies may impact your user experience.
For more detailed information about the specific cookies we use and their purposes, please contact us at privacy@precursive.com.
5. HOW WE COLLECT YOUR PERSONAL DATA.
Lawful basis for processing including basis of legitimate interest
We use different methods to collect data from and about you including through:
• Direct interactions (forms, emails, phone calls)
• Automated technologies (cookies, server logs)
• Third parties or publicly available sources (analytics providers, search engines, social networks)
6. HOW WE USE YOUR PERSONAL DATA.
We will only use your personal data when the law allows us to. Most commonly, we will use it:
• To perform the contract we are about to enter into or have entered into with you
• To comply with a legal or regulatory obligation
• Where it is necessary for our legitimate interests (or those of a third party) and your interests and fundamental rights do not override those interests
• Where you have given consent for specific purposes
7. DISCLOSURES OF YOUR PERSONAL DATA.
We may share your personal data with:
• Internal teams within Precursive and SDA
• External third parties (e.g., service providers, professional advisers)
• Legal and regulatory bodies when required by law
8. INTERNATIONAL TRANSERS.
Some of our external third parties are based outside the UK/EEA, so their processing of your personal data will involve a transfer of data internationally. Whenever we transfer your personal data out of the UK/EEA, we ensure a similar degree of protection is afforded to it, such as using Standard Contractual Clauses (SCCs).
9. DATA SECURITY.
We have put in place appropriate security measures to prevent your personal data from being accidentally lost, used or accessed in an unauthorised way, altered or disclosed. We also limit access to your personal data to those employees, agents, contractors and other third parties who have a business need to know.
10. DATA RETENTION.
We will only retain your personal data for as long as necessary to fulfil the purposes we collected it for, including satisfying any legal, accounting, or reporting requirements.
11. YOUR LEGAL RIGHTS.
Under data protection laws, you have rights including:
• Right to access your personal data
• Right to request correction or erasure
• Right to object to processing or request restriction
• Right to data portability
• Right to withdraw consent at any time
12. CONTACT AND COMPLAINTS.
If you have any questions about this privacy notice or our data practices, you can contact us at privacy@precursive.com. You also have the right to lodge a complaint with the Information Commissioner’s Office (ICO) at www.ico.org.uk, but we would appreciate the opportunity to resolve your concerns before you approach the ICO.
12. SUB-PROCESSORS.
We engage third-party service providers (“sub-processors”) to support the operation of our business and the delivery of our services. These sub-processors may process personal data on our behalf and operate under data processing agreements consistent with applicable data protection laws.
We distinguish between:
A. Marketing and General Business Sub-processors
These sub-processors assist with business operations such as customer relationship management (CRM), email communications – including AI powered chatbots on our websites, analytics, advertising, lead generation, and support systems. While they may process business contact (such as Name, email and company) or usage data, they do not access customer content or sensitive service-related information. A full list of these sub-processors is available upon request by contacting privacy@precursive.com.
B. Product - Precursive PSA Solution
Sub-processor
Purpose
Location
Link
Salesforce (Customer Org)
Platform infrastructure (Hosting)
Customer defined
C. Product - Precursive AI Solution
Sub-processor
Purpose
Location
Link
Open AI
Azure Open AI
Generation of natural language responses via LLM
Generation of natural language responses via LLM
USA
UK/EU (Customer choice)
12. NATURE OF PROCESSING ACTIVITIES.
Our processing of personal data includes the following activities:
• Collecting and storing personal data
• Hosting and securing data on our and our subprocessors' infrastructure
• Accessing and retrieving personal data to provide support and services
• Analyzing user behavior to improve functionality and experience
• Communicating with users via email, chat, or telephone
• Managing subscriptions, transactions, and customer accounts
• Monitoring and auditing use of our services for compliance and security
BACK TO TOP
PS CONTENT BY PS LEADERS.
THE PSA PLATFORM THAT DELIVERS.
BY PRODUCTS.
