Method Grid
Method Grid is a UK-based SaaS platform that helps enterprises build and deploy digital playbooks for project delivery. It serves organisations in construction, infrastructure, energy, government, financial services and professional services through a no-code workspace with AI-powered documentation, Q&A and governance features.
- Company typePrivate
- Founded2018
- HeadquartersBath, United Kingdom
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What Method Grid does
Method Grid, operated by privately held Method Apps Limited (UK company number 11235998, registered office at 11 Laura Place, Bath, England), is a SaaS knowledge-and-process platform that connects knowledge, process and delivery into a single structured workspace for enterprises that manage complex project delivery. The company was founded in 2018 and reports a headcount of 11–50 employees. Its core proposition targets the failure mode it labels the 'shelfware trap' — processes and procedures that get created but never used — by letting organisations build dynamic, living digital playbooks on a no-code, grid-based visual layer.
The product is structured around three functional pillars. The 'Define your way' pillar covers SOPs, Personalisation, Methodology Description and Knowledge Management. The 'Deliver your way' pillar covers Task Management, Gantt Charts, the AI Assistant and a Project Management module. The 'Deliver with confidence' pillar covers Portfolio Management, Reporting and Dashboards, Project Assurance and Stage Gates. Native integrations span Microsoft 365 (Teams, SharePoint, OneDrive, Azure Active Directory, Power BI, Microsoft To Do), Google Workspace (Drive, Chat), Slack, Dropbox, Box and Okta, and the company exposes a documented public API for custom integrations including Power BI dashboards. AI capabilities include an AI Assistant that grounds responses in each customer's own playbooks, methods and SOPs, AI Document Drafting that fills Word and Excel templates, an AI Quality Assurance suite that checks completed documents against standards, AI Chat History, and an integrated Video Hosting & Management module.
Method Grid monetises through SaaS subscriptions (pricing not publicly disclosed, quote-based, monthly cadence) layered with professional services: Implementation & Adoption, Playbook Development, Learning & Development and AI & Automation consulting, delivered through a six-stage Process-to-Playbook Journey (Prototype, Proof of Concept, Pilot, Playbook Capability, Deployment & Adoption, Continuous Improvement). Distribution is predominantly direct enterprise field sales with consultative demos, supplemented by the company's status as a Crown Commercial Service Supplier for the UK public sector and as an APM (Association for Project Management) Corporate Partner.
Method Grid firmographics
Firmographics- Name
- Method Grid
- Legal name
- Method Apps Limited
- Website
- https://methodgrid.com
- Company type
- Private
- Founded year
- 2018
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Method Grid is a UK-based SaaS platform that helps enterprises build and deploy digital playbooks for project delivery. It serves organisations in construction, infrastructure, energy, government, financial services and professional services through a no-code workspace with AI-powered documentation, Q&A and governance features.
- Ownership category
- akta.pro rank
Where Method Grid is headquartered
LocationHeadquarters
- HQ city
- Bath
- HQ country
- United Kingdom
- HQ region
- Europe
Offices1 record
Markets served
Method Grid business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- SaaS Subscription: Method Grid operates as a SaaS platform with subscription-based pricing. The platform is described as connecting knowledge, process and delivery, with tiered plans available. The company also offers professional services including Implementation & Adoption, Playbook Development, Learning & Development, and AI & Automation services.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Pricing tiers not publicly available |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels7 records
Method Grid product offering
Product offeringCore offering
Method Grid is a SaaS knowledge and process platform that connects knowledge, process and delivery into one structured workspace for organisations managing complex projects and programmes. It enables users to build no-code dynamic playbooks, manage tasks, visualise timelines via Gantt charts, run portfolio-level reporting, embed stage gates and compliance checks, and query their own playbooks and SOPs through an AI Assistant. The platform is sold via subscription and is supplemented by professional services for implementation, playbook development, learning, and AI/automation consulting.
Product overview
Method Grid is a single unified knowledge and process platform that connects knowledge, process and delivery to improve consistency, efficiency and confidence in project delivery. The core Method Grid Platform includes interconnected modules for defining ways of working (Standard Operating Procedures, Methodology Description, Knowledge Management, Personalisation) and delivering with confidence (Task Management, Gantt Charts, AI Assistant, Project Management, Portfolio Management, Reporting and Dashboards, Project Assurance, Stage Gates). AI-powered capabilities include the AI Assistant for knowledge retrieval via natural language, AI Document Drafting for automated document creation, AI Quality Assurance for compliance checking, and Video Hosting & Management for in-platform content. Supporting services include Implementation & Adoption, Playbook Development, Learning & Development, and AI & Automation consulting, delivered through the proprietary 'Process to Playbook Journey' methodology spanning six stages from Prototype through to Continuous Improvement. GRIDtalk is the company's educational webinar and content series.
Differentiator
Problem solved
Functional benefit
Products and services
- Method Grid Platform
- Implementation & Adoption
- Playbook Development
- Learning & Development
- AI & Automation
- Process to Playbook Journey
Quantifiable outcome
- RLB Helix achieved over 1,100 active users within two years of initial scoping, adding 200 users in just two days during rollout
- +4 more outcomes
Companies that use Method Grid
Customer profileNamed customers10 records
Segments5 records
Ideal customer profiles3 records
Method Grid technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration12 records
AI capability9 records
Feature11 records
Method Grid partnerships and signals
Strategic signalPartnerships
Twelve partnerships are on record, tiered core, standard and flagship.
- MicrosoftcoreIntegration partnerships with Microsoft ecosystem including Teams, SharePoint, OneDrive, Azure Active Directory, Power BI, and Microsoft To Do. Allows users to work seamlessly across Microsoft tools, sync tasks, embed content, and automate reporting.
- GooglecoreIntegration with Google Drive and Google Chat for document management and collaboration.
- SlackcoreIntegration with Slack for real-time collaboration and communication within the Method Grid workflow.
- DropboxstandardIntegration with Dropbox for document storage and file management.
- BoxstandardIntegration with Box for enterprise content management.
- OktacoreIntegration with Okta for identity management and SSO (Single Sign-On) authentication.
- HubspotcoreHubspot is used as Method Grid's contract management and CRM tool for managing customer relationships.
- StripecoreStripe is used as Method Grid's payment and billing service provider.
- ChargebeecoreChargebee is used as Method Grid's payment and billing service provider for subscription management.
- XerostandardXero is used as Method Grid's accounting software.
- Association for Project Management (APM)flagshipMethod Grid is an APM Corporate Partner. APM is the leading professional body for project management in the UK. This partnership positions Method Grid as a trusted player in the project management community.
- Crown Commercial ServicecoreMethod Grid is a Crown Commercial Service Supplier, enabling them to supply to UK government and public sector organisations through official procurement frameworks.
Scale indicators5 records
Recent moves5 records
Expansion highlights5 records
Method Grid competitors and assessment
Company assessmentDirect peers
- Tallyfy: Workflow and process management SaaS with reusable templates and AI-assisted automation. Competes head-to-head for SOP/playbook digitalization in regulated and professional services organisations.
- Trainual: Playbook and training platform built around documenting and onboarding to standard operating procedures. Strong overlap with Method Grid's SOP and knowledge management modules, though typically lower-end of market.
- Process Street: No-code process and checklist management platform with AI features. Direct overlap with Method Grid's playbook/SOP authoring and approval workflows, especially for mid-market and enterprise compliance use cases.
Emerging players
- Notion: Knowledge management and lightweight project management platform with AI and templates. Emerging competitor for SOP and playbook authoring, especially among digital-native consultancies and tech-forward PMOs.
- Scribe: AI-powered process documentation tool that auto-generates step-by-step guides. Adjacent to Method Grid's AI Document Drafting and SOP creation capabilities, especially for users generating playbook content.
Broad incumbents
- Wrike: Enterprise project management platform owned by Citrix with strong professional services and marketing use cases. Competes for the same Arup/RLB-style consultancy buyers via broader work management capabilities.
- Atlassian (Confluence + Jira): Knowledge management (Confluence) coupled with project tracking (Jira). A default stack for PMOs that competes with Method Grid's knowledge management + project delivery offering as part of an existing enterprise suite.
- Monday.com: Broad work management platform with project, task, and documentation modules. Competes for the same PMO/professional services buyer as Method Grid but as a horizontal suite rather than specialised playbook software.
- Asana: Enterprise project and work management platform that increasingly bundles goals, portfolios, and AI features. Overlaps Method Grid's task, Gantt, and portfolio management modules at the horizontal layer.
- ClickUp: All-in-one productivity platform bundling docs, tasks, dashboards, and AI. Increasingly marketed to mid-market teams that might otherwise consider Method Grid for unified knowledge + delivery.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Method Grid social profiles
Digital presenceMethod Grid compliance and trust
Trust signalCompliance3 records
Method Grid financial estimates
Financial estimateRevenue estimate
Valuation estimate
Method Grid leadership team
Management profileNumber of profiles
Profiles4 records
Method Grid funding detail
Funding detailFunding overview
Funding rounds1 record
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Method Grid M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Method Grid
What does Method Grid do?
Method Grid is a SaaS knowledge and process platform that connects knowledge, process and delivery into one structured workspace for organisations managing complex projects and programmes. It enables users to build no-code dynamic playbooks, manage tasks, visualise timelines via Gantt charts, run portfolio-level reporting, embed stage gates and compliance checks, and query their own playbooks and SOPs through an AI Assistant. The platform is sold via subscription and is supplemented by professional services for implementation, playbook development, learning, and AI/automation consulting.
Is Method Grid a public or private company?
Method Grid is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Method Grid founded?
Method Grid was founded in 2018. It employs 11 to 50 people.
Where is Method Grid based?
Method Grid is headquartered in Bath, United Kingdom, in the Europe region.
How does Method Grid make money?
One revenue line is on record: saaS Subscription.
Who are Method Grid's main competitors?
Direct peers on record are Tallyfy, Trainual and Process Street. Emerging players are Notion and Scribe. Broad incumbents are Wrike, Atlassian (Confluence + Jira), Monday.com, Asana and ClickUp.
Does Method Grid have an API?
Yes. Method Grid provides an API that allows users to automate, extend and customise their workflows. The API is used by customers to integrate Method Grid with other enterprise tools, such as demonstrated in case studies where Power BI dashboards were connected to track adoption, completion, and compliance across contracts and workstreams in real time. Developer documentation is at help.methodgrid.com/help/api.