These Terms of Service explain how you may use Operational ITAM’s website, consulting services, and digital resources, and what to expect when you buy from us. Operational ITAM is a brand of EpicB Media LLC, a Michigan limited liability company. “We,” “us,” and “our” refer to EpicB Media LLC operating this brand.
1. Your agreement with us
These terms apply to the website and the services or resources offered under them. We present applicable purchase terms before you place an order and request agreement when needed. Browsing a public page is not authorization for recurring charges, optional marketing, or advertising tracking. You must be at least 18, or the age of majority where you live if higher, and have authority to enter the transaction. If you act for an organization, you must be authorized to bind it.
A signed consulting agreement, statement of work, or negotiated license takes priority over these general terms for its subject matter. An order-specific license or offer may modify these terms only if it is clearly provided before purchase and forms part of your agreement. Mandatory legal rights always take priority. Save your order confirmation and the terms provided with it.
Our Resource Store · Privacy Policy explains how we handle personal information. It is not a substitute for a purchase agreement, and accepting these terms does not waive privacy choices.
2. What we offer
Our offerings may include consulting, assessments, advisory engagements, process documents, procedures, templates, workbooks, calculators, training materials, publisher and platform guidance, domain packs, and resource libraries. Only the resources and services identified in your order are included. Descriptions identify the scope, format, license, price, currency, delivery arrangements, and any update period.
“Coming soon,” roadmap items, examples, and development previews are not commitments to deliver a product by a particular date. We do not accept a preorder unless the offer expressly identifies it as a preorder and states its delivery and cancellation terms. A resource appearing in our internal catalog does not make it available for purchase.
The Complete ITAM + AI Library includes the core program and AI estate domain within the scope described at purchase, plus qualifying updates during your update or subscription period. The four companion packs are separate purchases and are not included in Complete. The Consulting Delivery Edition includes those four companions, subject to update eligibility. It does not mean every future product forever. Consulting hours, third-party software licenses, custom development, and consultant-only materials are excluded unless expressly included.
3. Internal-use licenses
We license digital resources rather than transfer their copyright. Subject to payment and these terms, an internal-use purchase permits the named purchasing organization and its controlled affiliates to use and adapt the purchased resources for their own operations. A controlled affiliate is an entity the purchasing organization controls, or that controls it or is under common control with it, through majority ownership or equivalent management control, while that relationship continues.
Authorized employees and contractors may work with the materials for that internal purpose. Contractors must keep them confidential, may not reuse them for other clients, and must return or delete reusable source copies when their authorized work ends. You may share working materials with coworkers who need them for implementation. Unless an offer states otherwise, a company license is not priced per employee; named user accounts may still be required to protect access.
An individual practitioner purchasing for an employer should identify the licensed organization. A personal purchase without an organization designation is for your own learning and evaluation, not implementation across unrelated employers or clients. A practitioner may retain a personal learning copy after changing jobs, but the new employer needs its own license for implementation. You may not transfer your organization’s license to a new employer.
You may embed and adapt licensed content in internal procedures, governance documents, presentations, and working tools. Internal operating documents need not display our branding unless a specific resource requires attribution. Preserve copyright, attribution, and third-party notices in reusable source copies and wherever the applicable license requires them.
4. Consulting Delivery Edition
The Consulting Delivery Edition licenses one purchasing consulting legal entity and its authorized personnel to use the included source materials in its own paid client engagements. It permits customized, client-specific deliverables and allows the client to continue using and maintaining those delivered outputs for its internal operations.
It does not permit resale, public distribution, sublicensing, or bulk transfer of our reusable source library, nor creation of a competing template or process-kit product from it. Changing a logo or filename alone does not make the library a client-specific deliverable. Clients needing the general source library or ongoing library access need their own appropriate license. Separate consulting businesses, franchisees, and unrelated affiliates need separate licenses unless expressly agreed.
You are responsible for your advice, client relationship, and compliance with the rights you grant. Do not promise clients broader rights than your license provides. Customized client outputs created and delivered during an active subscription may remain in use after that subscription expires; new client delivery from the reusable library requires an active subscription or a valid perpetual license.
5. Perpetual purchases and optional updates
A perpetual purchase gives you continuing rights to use and adapt the licensed editions, subject to these terms. Unless the offer states otherwise, it includes 12 months of updates for the purchased scope. When that period ends, your existing license continues, but you no longer receive new releases or ongoing content clarification support unless you renew updates.
Optional update renewals are separate, one-time purchases of the stated update period. They do not automatically renew unless a distinct recurring option is clearly offered and you expressly select it. Rejoining updates does not require payment for missed years: the offer then available states the current edition and forward update period. Individual-resource purchases do not automatically become recurring subscriptions.
Download and retain your entitled source files. We intend to maintain access to entitled archived editions, but a perpetual license is not a promise of perpetual website hosting, account availability, or compatibility with every future software version. If we retire a delivery service, we will give reasonable notice and a practical opportunity to retrieve entitled files. We will make corrections to known material calculation defects available to affected purchased versions without requiring a new update purchase.
6. Annual subscriptions and cancellation
An annual subscription provides source-library access, downloads, adaptation rights, and qualifying updates for the selected scope during the paid term. There is no separate maintenance fee while subscribed. Before enrollment, we disclose the total charge, currency, billing interval, renewal behavior, and cancellation method. Recurring billing requires your express agreement; selecting an ordinary one-time purchase does not authorize it.
If you choose automatic renewal, the subscription renews for the disclosed term until canceled. We provide an advance renewal reminder and any legally required notices. Price changes apply only to a future term after advance notice and a reasonable opportunity to cancel; when required, we obtain fresh consent. We do not increase the price of an already paid term.
You may cancel future renewal through the billing portal supplied with your subscription or by emailing contact@operationalitam.com. Email is a valid cancellation method, including if the portal is unavailable. We honor the time your cancellation request reaches us, rather than delaying it until we process the request. Keep your confirmation. Cancellation normally takes effect at the end of the paid term, and access continues through that date. If a renewal charge is processed after we received a timely cancellation, we refund it.
At expiry, new source-library access, downloads, new deployments or reuse of the reusable library, and new releases stop. You may continue using and maintaining the internal procedures and deliverables already implemented during the active term. Downloading an entire library shortly before expiry does not create a perpetual right to begin new implementations from it. Previously delivered customized consulting outputs remain governed by Section 4. A perpetual conversion provides the broader continuing source rights described in Section 5.
Deleting an account, removing a payment card, or unsubscribing from marketing is not a cancellation request. Contact us if you need help canceling. No free trial becomes a paid subscription unless its duration, later charge, and recurring terms were disclosed and you expressly agreed.
7. Upgrades and subscription conversions
For eligible perpetual content purchases by the same licensed organization in the same currency, we credit the net amount paid within the preceding 12 months toward a containing higher tier. Credits exclude taxes, consulting services, update renewals, refunded amounts, and amounts already credited. Credit cannot exceed the new purchase price, has no cash value, and does not create a cash refund if earlier purchases exceed the upgrade price.
During an active annual subscription, its current-term net content payment can be credited toward a containing perpetual purchase. Prior expired terms are excluded. The converted purchase’s included update period ends on the original annual anniversary, as shown in the conversion confirmation. For an upgrade within annual subscriptions, the charge is the remaining-term difference between the applicable annual prices, calculated by remaining days, with the anniversary retained. We show the actual amount before you agree.
Contact us before paying if an eligible credit is not available automatically. We maintain a record to prevent the same payment from being credited twice. Any special promotion states whether it changes these standard credit terms before you purchase.
8. Orders payment and digital delivery
Checkout or your proposal identifies the price and whether it is in USD, CAD, or another expressly offered currency. Applicable taxes are disclosed before payment. Your bank may impose its own currency or transaction fees. We use Stripe for payment processing when available; choosing a payment method can also involve that provider’s terms.
Unless a listing states a different delivery period before purchase, we provide paid digital access or a download link after payment confirmation and no later than two business days after confirmation. Business days exclude weekends and U.S. federal holidays. There are no physical shipping charges for digital products. If delivery fails, contact us with your order reference; do not send full payment credentials. If we cannot deliver within the stated period, you may cancel the undelivered order for a full refund.
We identify necessary file formats and software requirements in the offer. You are responsible for compatible software and for reviewing editable files, formulas, scripts, or macros before applying them to your environment. Do not use sample inputs as production facts. We do not remotely implement a process or configure a third-party platform merely because you buy a document or workbook.
For consulting invoices, the default is Net 30 from the invoice date unless the signed agreement or accepted proposal states otherwise. We do not apply an undisclosed late fee. If a payment is disputed in good faith, contact us promptly so we can investigate. Nothing here limits lawful payment-dispute rights.
9. Digital-product satisfaction and refund policy
For self-service digital products, packs, libraries, subscriptions, and optional update renewals purchased directly from us, you may request a refund within 14 calendar days of the charge or delivery of the purchased access, whichever is later. This applies to an initial purchase and to a renewal charge. Downloading a file does not by itself remove this satisfaction policy. We do not require a detailed justification.
Email contact@operationalitam.com with your order number or purchasing email and the purchase you want refunded. A request submitted within the period remains timely even if our response arrives later. We initiate an eligible refund to the original payment method within 10 business days of confirming the order and request. Your payment provider’s posting time may be longer. We refund the amount paid for the refunded item and associated taxes as applicable; we do not deduct our payment-processing fee.
A refund ends the rights and future access associated with the refunded purchase and cancels its future renewals. You must stop using the refunded resources and delete source and adapted copies within your control, except records required by law. A refund does not cancel unrelated purchases. Contact us about client deliverables already distributed under a consulting license so that any remedy respects applicable agreements and third-party rights; we do not claim downloaded files can be remotely recalled.
Outside this window, cancellation normally stops future renewals without a prorated refund of the already paid period. We still correct duplicate or unauthorized charges, honor required remedies for non-delivery or material defects, and provide all non-waivable statutory rights. Consulting, custom work, and live services use the cancellation and refund provisions of the accepted engagement agreement; we disclose those before work starts. This self-service policy does not silently replace negotiated consulting terms.
10. Consulting support and professional judgment
Consulting scope, deliverables, timetable, fees, client responsibilities, confidentiality, data handling, acceptance, and termination are established in the relevant agreement. A briefing or website inquiry does not itself create an ongoing advisory engagement. Material scope changes require agreement.
Self-service product support covers download and account assistance and clarification of published instructions during the included support or update period. It does not include analyzing your datasets, negotiating with a publisher, interpreting your contracts, configuring your systems, or delivering custom implementation work unless purchased separately.
Our materials support practitioner decisions; they do not replace the judgment of your IT, finance, procurement, security, privacy, or legal teams. Software publisher terms, product functions, laws, and standards change. Verify the governing agreements, current authoritative sources, and your facts before relying on a licensing or compliance conclusion. We do not guarantee savings, audit outcomes, certification, regulatory compliance, or a particular business result.
References to ServiceNow, Microsoft, Oracle, other publishers, platforms, or standards do not imply their sponsorship, certification, or endorsement. Their trademarks and underlying materials remain theirs. Third-party material with separate license terms remains subject to those terms. An Operational ITAM purchase does not grant third-party software, standards, or certification rights.
11. Responsible use and intellectual property
Except for rights expressly granted here or by law, you may not resell or publicly distribute our paid source materials, post them in a public repository, share account credentials outside authorized users, bypass access controls, or use the library to build a competing resource product. You may not upload paid source materials to a public AI service or a model-training dataset, or authorize their use to train a generally available model.
Use within a private enterprise AI tool for an otherwise licensed internal or authorized client purpose is permitted only if access is limited to authorized users, provider training and public reuse are disabled, and applicable client confidentiality requirements are met. That permission does not allow external redistribution or grant additional client-use rights.
You retain rights in your pre-existing materials, business data, and original additions. We retain rights in our pre-existing resources and improvements to them. A consulting agreement may specify different ownership of bespoke deliverables. Neither party receives the other’s trademarks, confidential information, or unrelated intellectual property merely by working together.
You are responsible for information you submit and must have the right to provide it. Send sensitive client evidence only through an agreed channel. Feedback may be used to improve our services, but does not authorize us to publish your identity, confidential information, or a testimonial. Podcast contribution permissions are collected separately.
12. Account protection and service changes
Keep account credentials secure, limit access to authorized users, and notify us of suspected misuse. We may temporarily restrict access where reasonably necessary to address fraud, security risk, material license misuse, or nonpayment. Except when urgent action or law prevents it, we provide notice and a reasonable opportunity to resolve the issue. We do not terminate a valid perpetual license merely because optional updates expired.
For a material breach that can be corrected, we ordinarily provide written notice and 30 days to cure before terminating the affected license. Lawful emergency action may be immediate. Restrictions should be proportionate and confined to the affected service where practical. You can contact us to request review.
We may improve or reorganize resources. We will not remove paid-for rights retroactively or materially reduce a prepaid subscription’s purchased scope without a reasonable substitute or appropriate refund for the undelivered portion. If we discontinue a service, we explain the effect on existing purchases and provide applicable retrieval and refund arrangements.
13. Warranties and limits of responsibility
We will provide purchased resources substantially as described and perform agreed consulting with reasonable care and skill. Subject to these commitments and non-waivable law, resources and website content are provided without additional implied warranties, including merchantability, fitness for a particular purpose, or uninterrupted availability. You are responsible for validating and adapting them to your environment. This section does not remove the refund policy or remedies that the law requires.
To the extent permitted by law, neither party is liable under these general terms for indirect, consequential, or special losses, or lost profits, arising from use of the website or resources. Each party’s total liability for a claim under these terms is limited to the greater of USD 100 (or its equivalent) and the amount paid or payable for the affected product or service during the 12 months before the event giving rise to the claim. For a one-time perpetual purchase, the original amount paid for that license counts even if purchased earlier.
These exclusions and limits do not apply to fraud, willful misconduct, gross negligence, liability that cannot lawfully be excluded, or amounts properly due for a purchase. They do not reduce a refund owed under these terms. A signed consulting or data processing agreement may establish different limits for its subject matter. Consumer guarantees and mandatory local remedies remain in force.
14. Resolving concerns and applicable law
Contact us first if something is wrong so we can try to resolve it. This is an invitation, not a condition that prevents you from exercising a statutory right or meeting a legal deadline. These general terms are governed by Michigan law, without its conflict-of-law rules, except where mandatory law requires otherwise. For disputes not subject to mandatory local venue rights, the parties may bring proceedings in the state or federal courts serving Macomb County, Michigan.
Nothing here requires arbitration, waives class proceedings, or prevents an eligible claim in small-claims court. If you are a consumer in Canada or another jurisdiction, these terms do not deprive you of mandatory protections, cancellation rights, language rights, or access to courts provided by applicable law. Our business-professional focus does not by itself remove rights that apply to a particular purchaser.
15. Changes and other provisions
We publish the effective date of changes. Changes do not retroactively reduce rights under a completed purchase. Material changes to an ongoing service are communicated in advance, and we obtain agreement when required. The terms and price presented for a future purchase or renewal apply to that transaction, subject to the notices and rights described above. Continued website browsing alone is not consent to a new paid obligation.
If a provision is unenforceable, the remaining terms continue to the extent permitted by law. A failure to enforce a provision is not a permanent waiver. You may not transfer a license to an unrelated party without written agreement, except where law requires transferability. A permitted business successor must honor existing customer rights. Neither party is responsible for delay caused by events reasonably beyond its control, but this does not excuse payment already due or remove remedies for services we cannot deliver.
16. Contact and purchase assistance
EpicB Media LLC, operating as Operational ITAM
contact@operationalitam.com
(586) 221-0607
35339 23 Mile RD, PO BOX 112
New Baltimore, MI 48047, United States
Include your order reference and the help you need. For cancellation, put “Cancel subscription” in the subject; for a refund, put “Refund request.” A differently worded request is still valid if it clearly tells us what you want. Do not include full payment credentials or confidential client documents in an ordinary email.