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Privacy Policy

This Operational Ally privacy notice (“Privacy Notice”) describes how Operational Ally, LLC. (“OA”, “we” or “us”) collects, uses, shares, and retains personal information that you provide to us, or that we collect, when you use the OA website located at and other websites owned or controlled by OA (the “Sites”) or related mobile applications, use OS products and services and complete related forms, participate in OA events, or communicate with one of our customer service representatives (“Personal Data”).

Please note that if you disagree with anything in this Privacy Notice, you must not use the Sites or mobile applications, or provide personal information to us in connection with OA’s products or services. 

Table of Contents:
1.    Data Protection Contacts
2.    Collection of Personal Information
3.    Online Advertising; Tracking
4.    Use, Sharing and Retention of Personal Information
5.    Special Information for California Residents
6.    How to Contact OA and Modify Your Information or Preferences
7.    Modifications to this Privacy Notice
8.    Questions, Concerns or Complaints

1. Data Protection Contacts
OA is headquartered in Massachusetts, in the United States. You may contact OA’s internal data protection resource if you have any questions or concerns about OA’s policies or practices regarding Personal Data.

OA Contact:


Operational Ally
430 Franklin Village Drive

Franklin MA 02038, USA

2. Collection of Personal Information

A.  Information You Directly and Voluntarily Provide to Us.  

Customer:  If you provide your Personal Data to OA to become a customer of OA, or if you sign up to become a registered user of any website operated by OA, you will be required to provide certain information as part of the registration process.  This information may include your first and last name, email address, and business or home address. We may also request that you voluntarily provide other information, such as your phone number, date of birth, demographic information, educational background, work experience, information about your certifications, or courses or areas of study in which you may be interested and information about your company as it relates to OA’s products and services. Customer information is used to communicate with you, to design content and activities that we believe would be of interest to you, and to ensure that OA will not violate any applicable U.S. sanctions in providing you access to OA’s goods and services. If you wish to opt-out of receiving these communications from us, please follow the instructions contained in an applicable communication you receive from us and submit a request.  

Events and Conferences: OA may host events that include in-person and virtual conferences, training, knowledge sharing and webinars. If you register for an OA event and you are an OA customer, we will access the information in your customer account to provide you with information and services associated with the event. If you register for one of our events and you are not an OA customer, we will collect your first and last name, email address, business or home address, information about the type of business you work for or with and your role in that business, which we will use to provide you with information and services associated with the event.

Communications with OA: If you communicate or correspond with us by email, through postal mail, via phone or through other forms of communication, including our customer service center, we may collect the information you provide as part of those communications.  For example, if you correspond with us through email, we may collect and store the email address you use to send the applicable correspondence and use it to respond to your inquiry; to notify you of OA conferences, publications, or other services; or to keep a record of your complaint, accommodation request, and similar purposes.

B.   Information We Automatically Collect from You. 

We may automatically collect information about you when you use the Sites or our services. For example, if you access the Sites through a computer, we will automatically collect information such as your browser type and version, computer and connection information, IP address, pages you have visited and standard web log information.  We may use remarketing tools that will serve ads to you based on your location, the content you have explored on our site to render ads to you after you have left our Site. If you access the Sites through a mobile device, we may also be able to identify the location of your mobile device.   You may choose not to share your location details with us by adjusting your mobile device’s location services settings.  For instructions on changing the relevant settings, please contact your service provider or device manufacturer.

This information that we automatically collect from you is used to enhance the performance of OA’s website. OA also uses your location information (if shared with OA) to identify the geographic locations from which our content is accessed so that we can better understand what content topics may be most relevant in that region, and to OA customers generally, and to develop resources around those content topics.

We may automatically collect information from you when you use the Sites using “cookies” and other similar technologies, such as web beacons.  Cookies are small amounts of data that are stored within your computer’s Internet browser and that are accessed and recorded by the websites that you visit so that they can recognize the same browser navigating online at a later time. The cookies are not able to execute code or access other information stored on the computer.  Web beacons are transparent pixel images that are used in collecting information about website usage, email response and tracking.

Information that may be collected by cookies when you use the Sites may include, without limitation:
•    the pages you visit within the Sites;
•    the date and time of your visit to the Sites;
•    the amount of time you spend using the Sites;
•    the Internet Protocol (IP) address used to connect your computer to the Internet; and/or
•    your computer and connection information such as your browser type and version, operating system and platform.


This information is collected to enhance the site performance and end user experience. You can set your browser to reject cookies or to notify you when you are sent a cookie. To learn more about your ability to manage cookies and web beacons, please consult the privacy features in your browser.  In addition, to find out more about cookies, including how to see what cookies have been set on your device and how to manage and delete them, visit
OA will not associate identifiers from cookies or similar technologies with sensitive identifiers about you, such as race, religion, sexual orientation or health.

C.  Information Collected by Third Parties through Third-Party Links and Content.
The Sites may include links to other websites and other content from third-party businesses and can offer direct interaction with external websites, networks or platforms that are outside OA’s control.  These third-party businesses may use cookies, web beacons or other similar technology to collect information about you. OA does not have access to or control over these third parties or the cookies, web beacons or other technology that these third parties may use. We are not responsible for the security, privacy of the information collected by these third parties or the privacy practices of these third parties or the content on any third-party website.  You are encouraged to review the privacy policies of the different websites you visit and of the advertisers whose ads you may choose to click while on our Sites (see Section 3 below for additional information about Online Advertising).   


D.  Information Collected by Third-Party Analytics Services. 
We may work with third-party analytics services to help us understand how the Sites are being used, such as tracking the frequency and duration of use of the Sites. We may use Adobe Analytics and Google Analytics, and web analytics services provided by Adobe and Google (“Analytics Tools”) to collect information about your use of the Sites. These Analytics Tools may use cookies to collect information about the content you view, what websites you visit immediately prior to and after visiting the Sites, and your system information and geographic information. The information generated by these cookies about your use of the Sites will be transmitted to and stored by the applicable analytics services. The information collected by these analytics services allows us to analyze your use of the Sites. The Analytics Tools may also transfer this information to third parties where required to do so by law, or where such third parties process the information on their behalf. You may refuse the use of cookies by selecting the appropriate settings on your browser, however, please note that if you do this you may not be able to use the full functionality of the Sites. At the moment that you withdraw your consent for the processing of personal information, OA will not be able to access the personal information processed by third-party analytics. By using the Sites, you consent to the processing of data about you by Adobe and Google in the manner and for the purposes set out above. You can opt-out of Google Analytics by installing Google’s opt-out browser add-on, and out of interest-based Google ads using Google’s Ads Settings.


E.  Information You Share on Third-Party Websites or through Social Media Services. 
The Sites may include links to third-party websites and social media services where you will be able to post comments, stories, reviews or other information outside of OA’s control. Your use of these third-party websites and social media services may result in the collection or sharing of information about you by these third-party websites and social media services. OA is not responsible for the security or privacy of any information collected by other websites or other services. Information collected by third parties is governed by their privacy practices. We encourage you to review the privacy policies and settings on the third-party websites and social media services with which you interact to make sure you understand the information that may be collected, used, and shared by those third-party websites and social media services.

F.  Information You Provide to Payment Processors.   
All payments made to OA are processed by a PCI/DSS-compliant (these are payment card industry security standards) payment processing service engaged by OA. All information collected by these third-party providers for purposes of processing your payments is not available to us, unless you have otherwise provided this information to us in connection with your use of the Sites or our products and services.

3. Online Advertising; Tracking

OA and third-party businesses may use the information collected through the Sites using cookies, web beacons, and other similar technologies to help manage online advertising programs. This information may enable OA and our third-party advertising services and other third-party businesses to track the actions of users online over time and across different websites or platforms to measure statistics relating to marketing efforts, and to deliver electronic advertisements that may be more relevant to individual consumers and that will improve the consumer experience. For information about how tracking works for online advertising purposes, and what happens when you elect a do-not-track option, visit  In addition, some third-party businesses may provide a mechanism to opt-out of their technology. For more information about the opt-out process, you may visit the Network Advertising Initiative website, available at:
Do Not Track:  Your browser may allow you to adjust your browser settings so that “do not track” requests are sent to the websites that you visit. However, OA does not respond to “Do Not Track” (DNT) signals. To determine whether any of the third-party services it uses honor the “Do Not Track” requests, please read their privacy policies.

4. Use, Sharing and Retention of Personal Information

A. How We Use Your Information.

OA uses personal information for the purposes described at the time of collection, to provide customer benefits and other services to you, including order processing, processing of applications, or registering you for event or training programs, and to otherwise process your requests or address your inquiries. OA also publishes the names, titles, country and business affiliations of officers, committee customers and others who have assisted with initiatives or projects to provide recognition of their achievements to the OA community.  OA also uses your information, as permitted by law, to provide you with information about OA, our products and services or other products and services in which we believe you may be interested. If you are a customer, we may email you about products and services that we believe may be of interest to you. If you wish to opt-out of receiving these emails from us, please follow the instructions contained in an applicable email you receive from us, which will allow you to opt-out of receiving these types of email communications from us. We may also use your personal information to tailor your experience at our Sites, to compile and display content and information that we think you might be interested in, and to provide you with content according to these preferences. OA may also use this information to help us understand our customers’ needs and interests, to better tailor our products and services to meet your needs.

B.  How We Share Your Information with Third Parties. 

Except as set forth in this Privacy Notice or when specifically agreed to by you, we will not disclose personal information we gather from you to third parties unless OA is required to share this information to complete your request or for legitimate business purposes. OA shares personal information in the following circumstances:

Third-Party Service Providers.  We may share your information with vendors or third parties who deliver or provide goods and services or otherwise act on behalf of or at the direction of OA.  These third parties may include, for example, our third-party technology providers, including our mobile application vendor, and training providers and partners, product-fulfillment companies, and third-party event hosts, hotels for conference registrants, sponsors, co-sponsors and exhibitors. These third-party service providers will only have access to the information needed to perform these limited functions on our behalf. If you do not wish to have your information included in an attendee list or to receive information from sponsors, co-sponsors and/or exhibitors, you can express your preferences when you register for events or you may contact OA directly at

Volunteers and Board Customers. We may share your information with our affiliates, subsidiaries and OA volunteers and board customers for purposes of conducting OA’s internal business operations.  OA also makes publicly available the names, titles, country and business affiliations of officers, committee customers and others who have assisted with initiatives or projects.

OA Events.  If you are an event attendee, speaker, or sponsor, certain items of your information may be included in the event roster, which will be publicly disclosed, and may also be shared with third-party event sponsors and exhibitors. Your information may also be shared with the TripBuilder conference application. OA provides conference attendee information to TripBuilder ( First Name, Last Name, Company Name, Country, OA Certifications Held, Email address (not publicly visible unless the user chooses to make it publicly visible to other app users), Session selections (Conference specific)) during conference registration. TripBuilder administers the conference mobile application and validates that you are an attendee before this application can be downloaded by you. Any data TripBuilder collects is deleted by TripBuilder after the event takes place. Further, by registering and attending an OA event, you agree irrevocably, with no compensation to you, that OA or any third party who is acting on OA’s behalf may create images, videos and/or sound recordings of you (“works”) at the event for marketing purposes. This grant of rights in the works also includes the rights to adapt, reproduce, distribute, perform, make available to the public, broadcast, retransmit or sublicense the works to OA’s affiliates. This grant of rights in the works also includes all current and future media and is not restricted to time or territory.

Response to Subpoenas, Court Orders, Government Requests or to Protect Rights and to Comply with Our Policies. To the extent permitted by law, we will disclose your information to government authorities or third parties if: (a) required to do so by law or regulation, or in response to a subpoena or court order or any other enforceable governmental request or order; (b) we believe in our sole discretion that disclosure is reasonably necessary to protect against fraud, to protect the property or other rights of us or other users, third parties or the public at large; or (c) we believe that you have abused the Sites by using them to attack other systems or to gain unauthorized access to any other system, to engage in spamming or otherwise to violate applicable laws. You should be aware that, following disclosure to any third party, your information may be accessible by others to the extent permitted or required by applicable law.

Business Transfers; Bankruptcy. In the event of a merger, acquisition, bankruptcy or other sale of all or a portion of our assets, any user information owned or controlled by us may be one of the assets transferred to third parties. Unless you are residing in the European Economic Area, we reserve the right, as part of this type of transaction, to transfer or assign your information and other information we have collected from users to third parties. OA will still ensure the confidentiality and security of any user information. Other than to the extent ordered by a bankruptcy or other court, the use and disclosure of all transferred user information will be subject to this Privacy Notice.

Aggregate Information. We may share your information with affiliated or unaffiliated third parties on an anonymous, aggregate basis. While this information will not identify you personally, in some instances these third parties may be able to combine this aggregate information with other data they have about you, or that they receive from third parties, in a manner that allows them to identify you personally. 

Where we do share your personal data with third parties, OA takes steps to ensure that they use appropriate safeguards to protect your personal data.

C.  Information for Individuals Located in the European Union.

Legal Basis for The Processing of Personal Information from EEA Residents

If you reside within the European Economic Area (EEA), our processing of your personal information will be legitimized as follows:

(i) Whenever we require your consent for the processing of your personal information such processing will be justified pursuant to Article 6(1) lit. (a) of the General Data Protection Regulation (EU) 2016/679 (“GDPR”). This article in the GDPR describes when processing can be done lawfully.

(ii) If the processing of your personal data is necessary for the performance of a contract between you and OA or for taking any pre-contractual steps upon your request, such processing will be based on GDPR Article 6(1) lit. (b).”). If this data is not processed, OA will not be able to execute the contract with you.

(iii) Where the processing is necessary for us to comply with a legal obligation, we will process your information on basis of GDPR Article 6(1) lit. (c), for example complying in the fields of employment law.

(iv) And where the processing is necessary for the purposes of OA’s legitimate interests, such processing will be made in accordance with GDPR Article 6(1) lit. (f), for example to detect fraud.

(v) You may also receive personalized advertising where you indicate to OA specific interests by requesting information about a product or service, however, you may also receive general.

Transferring Personal Data from the EU to the US:

OA has its headquarters in the United States. Information we collect from you will be processed in the United States. The United States has not sought nor received a finding of “adequacy” from the European Union under Article 45 of the GDPR). A finding of “adequacy” in short means that the European Commission has decided that this country outside the EEA ensures an adequate level of data protection. OA relies on derogations as set forth in Article 49 of the GDPR as the United States has no “adequacy” decision and no other safeguards under the GDPR are in place (for example binding corporate rules on the transfer outside the EEA). In particular, OA collects and transfers to the U.S. personal data only: with your explicit consent; to perform a contract with you; in a manner that does not outweigh your rights and freedoms. If this data is not processed and transferred, OA will not be able to execute the contract with you or you will not have access to any or all of the benefits and features associated with your transaction. OA endeavors to apply suitable safeguards to protect the privacy and security of your personal data and to use it only consistent with your relationship with OA and the practices described in this Privacy Notice. OA also minimizes the risk to your rights and freedoms by not collecting or storing sensitive information about you.

If you wish to confirm that OA is processing your personal data, or to have access to the personal data OA may have about you, please contact us at

European Union Data Subject Rights

The European Union’s General Data Protection Regulation and other countries’ privacy laws provide certain rights for data subjects (these are persons that can be identified).

This Privacy Notice is intended to provide you with information about what personal data OA collects about you and how it is used. 

If you wish to confirm that OA is processing your personal data, or to have access to the personal data OA may have about you, or have other questions, please contact us at
You may also request information about: the purpose of the processing; the categories of personal data concerned; who else outside OA might have received the data from OA; what the source of the information was (if you did not provide it directly to OA); where the personal data is stored and how long it will be stored. You have a right to correct (rectify) the record of your personal data maintained by OA if it is inaccurate. You may request that OA erase that data or cease processing it, subject to certain exceptions. You may also ask OA for your personal data to be supplemented or updated, or for their transformation into anonymous format or to block any data held in violation of the law, as well as to oppose their treatment for any and all legitimate reasons. You may withdraw your consent for the processing of personal data or the further processing of personal data by OA at any time.  YOU MAY ALSO REQUEST THAT OA CEASE USING YOUR DATA FOR DIRECT MARKETING PURPOSES THROUGH THE DATA SUBJECT ACCESS PORTAL OR BY EMAILING LEGAL@OPERATIONALALLY.COM. In many countries (including EEA countries), you have a right to lodge a complaint with the appropriate data protection authority if you have concerns about how OA processes your personal data. When technically feasible, OA will—at your request—provide your personal data to you or transmit it directly to another controller. You have the right to receive your personal information in a structured and standard format.

In addition to the information contained in this Privacy Notice, you may be provided with additional and contextual information concerning particular services or the collection and processing of your personal data upon request.

Reasonable access to your personal data will be provided at no cost to OA customers, conference attendees and others upon request made to OA at via If access cannot be provided within a reasonable time frame, OA will provide you with a date when the information will be provided. If for some reason access is denied, OA will provide an explanation as to why access has been denied.

D.  Security of Your Information.

OA uses reasonable physical, technical and administrative measures to safeguard personal information you provide through the Sites or in connection with OA’s products and services.  Please be aware that no data transmission over the Internet can be guaranteed to be 100% secure. As a result, OA cannot guarantee or warrant the security of any information you transmit on or through the Sites and you do so at your own risk.

E.  Data Storage and Retention.

Your personal data is stored by OA on its servers, and on the servers of the database management services OA engages, located in the United States. OA retains data for the duration of the customer’s or customer’s business relationship with OA and otherwise as required under applicable law. Personal data will be kept for no longer than is necessary for the purposes for which your personal data are processed. We will retain your personal data as long as you are an OA customer or require our services so that we can provide these services to you.
If you are located in the European Economic Area, at the moment you withdraw your consent for the processing of your personal information, all your personal data received and stored are erased if no longer needed by us. Unless we are required to retain this personal data by law or to comply with our regulatory obligations. In such a case, we will only keep this personal data for as long as necessary. For more information on where and how long your personal data is stored, and for more information on your rights of erasure and portability, please contact our data privacy resource at

5. Special Information for California Residents.

If you want to opt-out of OA sharing your information with third parties for their own marketing purposes, you can opt out by contacting

Upon receipt, verification and confirmation of your request, OA will process your opt-out and you will receive an email confirming that you have opted-out and that OA stopped using/collecting your personal data as well as deleted it, if the data is no longer required by law.

Section 1798.83 of the California Civil Code requires select businesses to disclose policies relating to the sharing of certain categories of your information with third parties. If you reside in California and have provided your information to OA, you may request information about our disclosures of certain categories of information to third parties for direct marketing purposes. Such requests must be submitted to us via our

6. How to Contact OA and Modify Your Information or Preferences.

Questions regarding this Privacy Notice should be directed to OA’s data privacy resource: If you would like to modify the types of marketing email messages you receive from OA, you may do so by following the instructions within the body of any email message that you receive from us.

To help us keep your personal information up to date, or to request access to the personal information OA maintains about you, you may contact us by email to

7. Modifications to this Privacy Notice.

From time to time, OA may need to update or modify this Privacy Notice, to reflect changes in our business practices, data collection practices or organization. We reserve the right to amend this Privacy Notice at any time, for any reason, without notice to you, other than the posting of the amended Privacy Notice on the Sites, or, if you have provided your email address to us, sending you an email notifying you of the amended Privacy Notice. It is strongly recommended to check the Site often, referring to the date of the last modification listed at the top. We will in any case not reduce your rights under this Privacy Notice without your explicit and informed consent. If you do not agree to the changes, you should discontinue your use of the Sites, and cease providing personal information to us, prior to the time the modified Privacy Notice takes effect. If you continue using the Sites or provide personal information after the modified Privacy Notice takes effect, you will be bound by the modified Privacy Notice.

8. Questions, Concerns or Complaints

If you have any questions or concerns about this Privacy Notice, please contact OA’s data protection resource at:

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