Privacy

Information and purpose

• Enquiries include your name, preferred email, business name, optional phone, current systems and the workflow problem you describe. We use these to reply and assess suitability.
• For approved work, we use relevant process examples, records, configuration details, source material, selected training outputs, approvals and support history to deliver, test and document the agreed scope.
• We retain necessary customer, invoice and business records. If a payment provider is used, it processes payment details; we do not store card numbers. Free pilot clients do not provide payment details.
• The free documentation pilot uses invitation/redemption details, process material and feedback. Public testimonials need separate permission.
• Marketing updates require separate opt-in. Enquiry or service replies do not enrol you in marketing. We do not sell or rent your information or give it to outside marketers.

Service providers and access

• Necessary hosting, email, storage, automation and payment providers may process information to operate the service. Providers for an implementation are considered as part of its agreed scope.
• Cloud providers may store or process information outside New Zealand. We assess relevant terms, access and safeguards; we do not promise New Zealand-only storage.
• Client systems remain client-owned. We agree necessary access before implementation and remove unnecessary access at handover.
• Do not send passwords, bank login details or unnecessary sensitive information through the enquiry form. Redact examples before sharing.

Retention, access and correction

• We retain information only as reasonably needed for the enquiry, agreed work, support, business/accounting records and applicable obligations.
• Email hello@methodandrecord.com to request access to or correction of personal information, or to raise a privacy concern.
• Clients must have authority to share information about other people. We assess applicable notice requirements when agreeing the data scope.

Questions

Email hello@methodandrecord.com if you have questions about these terms or your order.