Method Grid

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.

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

Headquarters

HQ city

Bath

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. 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

Go-to-market motion1 record

Distribution channels3 records

Marketing channels7 records

Core 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

Named customers10 records

Segments5 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration12 records

AI capability9 records

Feature11 records

Partnerships

Twelve partnerships are on record, tiered core, standard and flagship.

• MicrosoftcoreTechnology or IntegrationIntegration 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.
• GooglecoreTechnology or IntegrationIntegration with Google Drive and Google Chat for document management and collaboration.
• SlackcoreTechnology or IntegrationIntegration with Slack for real-time collaboration and communication within the Method Grid workflow.
• DropboxstandardTechnology or IntegrationIntegration with Dropbox for document storage and file management.
• BoxstandardTechnology or IntegrationIntegration with Box for enterprise content management.
• OktacoreTechnology or IntegrationIntegration with Okta for identity management and SSO (Single Sign-On) authentication.
• HubspotcoreTechnology or IntegrationHubspot is used as Method Grid's contract management and CRM tool for managing customer relationships.
• StripecoreTechnology or IntegrationStripe is used as Method Grid's payment and billing service provider.
• ChargebeecoreTechnology or IntegrationChargebee is used as Method Grid's payment and billing service provider for subscription management.
• XerostandardTechnology or IntegrationXero is used as Method Grid's accounting software.
• Association for Project Management (APM)flagshipStrategic or Co-development PartnerMethod 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 ServicecoreChannel Partner/ Reseller/ DistributorMethod 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

Direct 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

• Xx.com/MethodGrid

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds1 record

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Method Grid