Training, Support, and Customization

There are a lot of free resources available to you through our website and blog as well as through the Method Community. However, in many instances our clients prefer to use our training, support, and customization services rather than the do it yourself approach. We provide these services either as a quote or an hourly basis, billed per minute.  All work not specifically covered in a quoted task is billed on an hourly basis, as per our terms of service.

Our Service Terms

We appreciate the opportunity to provide you with training, support, and customization services. To ensure a complete understanding between us, these terms describe the scope and limitations of the services we will provide in this capacity.

What We’ll Do

We will provide training, support and customization services, as needed, to facilitate your business processes. These services may be provided at our offices via the internet, remote access, telephone, or email in addition to in-person meeting(s). Travel expenses will apply to in-person meetings. These services will be provided on an hourly basis with time rounded to the nearest minute. Tasks will be initiated via email and/or client web portal.  Assistance requested by all your officers &/or employees will be addressed. From time to time you may require a Fixed Fee Quote for an individual or group of task(s).  For these situations a separate scoping and approval process may be needed.

Cloud Consultancy LLC agrees to hold any and all information related to your business in confidence unless we are compelled to comply with a court order.

What We Won’t Do

Our work cannot be relied upon to disclose errors, irregularities or illegal acts, including fraud or defalcations that may exist. However, we will inform the appropriate level of management of any such matters that come to our attention, unless they are clearly inconsequential. We will make no attempt to adjust the records to reflect Generally Accepted Accounting Principles or to reflect proper tax record keeping. We will make no audit or other verification of the data you submit. We may provide reports that contain portions of financial information; these reports are for internal management use only. We will not provide any financial statements and will not perform any compilation, review or audit of any of the financial information. We do not at any time provide legal services of any type. We have not been requested to discover errors, misrepresentations, fraud, illegal acts, or theft. Therefore, we have not included any procedures designed or intended to discover such acts, and you agree we have no responsibility to do so.

Without limitation, we are not responsible, nor liable, for delays, loss, or damage of goods and services due to or resulting from, but not limited to, method platform issues, server/ISP issues, acts of God, acts of war, civil unrest, insurrection, strikes or other labor activities, criminal or terrorist activities of any kind or the threat thereof.

The entire risk as to the quality and performance of Method or the application is with you. We do not warrant that the functions contained in Method or a finished task will meet the client’s requirements or that the operation of Method or specific application will be uninterrupted or error-free. In no event will Cloud Consultancy LLC be liable to you or any third party for any damages, including any lost profits, lost savings or other incidental, consequential or special damages arising out of the operation of or inability to operate Method, even if Cloud Consultancy LLC has been advised of the possibility of such damages. You recognize that Cloud Consultancy LLC is not writing custom source code, and is instead configuring a platform for your use. As such, you agree to the following.

  1. Cloud Consultancy LLC retains ownership of all custom configurations created in Method.
  2. The configurations cannot be exported or transferred to a different platform without express written permission from Cloud Consultancy LLC.
  3. Portions may be repeated or re-used in other customization projects and used in standard Method applications, without your permission.

We must work together to complete all tasks in a timely manner. No guarantees on the final delivery date(s) are made by us. Any dates specified in task requests are to be considered as goals, not guaranteed deadlines.

What We Need from You

Specific tasks are to be requested through email or via our client web portal with attachments used as necessary. An email should be used to schedule all telephone meeting(s). All data and supporting documents will be provided by you at your expense.


Cloud Consultancy LLC office hours are 9:00 a.m. to 5:00 p.m. Pacific time, Monday through Friday, except for vacations and major holidays. Messages are usually returned within one business day.

Hardware and Software Warranties

During the course of our relationship, if we recommend a purchase and installation of computer or technological hardware, software, communications, or services by your company, warranties, to the extent they exist, are provided only by the manufacturer/vendor of those computer products.


All work performed to accomplish your tasks, including but not limited to Method configurations, programming, planning and collaboration/communication will be charged at the prevailing rate.

Fixed Fee Quotes for an individual or group of task(s) will include a scoping and approval process. You will be billed the quoted amount regardless of time & expense expended and will not be itemized per time instance.

Time & Expenses Estimates are based on experience, an assumption of adequacy of needed resources, internal controls and the degree of assistance of your staff. Should a situation arise that will materially increase these estimate(s), we will advise you immediately. Estimate based tasks will be itemized per time instance.


Training, support, and customization services are accounted for separately from monthly subscription bills. A retainer is required for all work. As a task(s) progresses retainer accounts will be reduced. Retainer account replenishment invoices are sent as needed. In the event a retainer account is depleted it is Cloud Consultancy’s policy to suspend all work until the account is replenished. Retainer account balances are always available via client web portal.


Clients may withdraw from the agreement at any time, without cause, should you desire to do so, as long as you notify us in writing of your intent to withdraw. We also reserve the right to withdraw from the agreement at any time, should we feel that the mutual objectives of this agreement cannot be reached, or if we feel that we cannot properly serve your request for support. Should either party withdraw from the relationship, all fees and expenses incurred to the date will be billed and deducted from the retainer.

Method Account Manager

If you are using these services as a Certified Method Account Manager, you understand that Cloud Consultancy LLC is a subcontractor to you, that you are agreeing to these terms as if you are the Method Company Account Owner, and that you have been authorized by the Method Account Company Owner to make changes to their Method Account.

As our client, you alone are responsible for initiating and approving tasks. We will not directly accept direction from the Method Company Account Owner.

Refusal of Service

Cloud Consultancy LLC reserves the right to refuse service to anyone for any reason at any time.

Changes to These Terms

Cloud Consultancy LLC reserves the right to update and change these Terms from time to time without notice.