Professional Practice Guidelines

At Keep it Simple, we incessantly seek for excellence in our business relationships with clients. Therefore, embracing our Professional Practice Guidelines, following key points are mandatory for each one of our professionals.

Keep it Simple is a partner of its clients in a consultative process aimed at each unique project advisory and/or development. Success in these partnerships depends upon a strong mutual commitment to the task at hand as well as mutual trust, candour and responsiveness by each party as the project progresses.

I. Accepting Client Assignments

Outstanding client service begins with a full understanding of the client organization, its business needs and technological environment. Therefore, the firm:

    • Accepts only those assignments that are qualified to undertake on the basis of its knowledge of the client’s needs and its ability to perform.
    • Discloses promptly known conflicts of interest and accept assignments only if all affected parties have expressly agreed to waive any conflict.
    • Develops an understanding with its client that, among other things, makes clear the organizational entity that is defined as the client organization, the expenses to be charged, and any ongoing assurances or guarantees relating to the assignment fulfilment.
    • Agrees with the client on what information about the project in question will be made available to the team during the project, when this information will be released, and in what form.
II. Performing Client Assignments

Keep it Simple serves its clients with integrity and objectivity, making every effort to conduct business project consulting activities on the basis of impartial consideration of relevant facts. Specifically, the firm:

    • Conducts focused projects consistent with a project strategy agreed upon with the client.
    • Develops with full client involvement and approval a comprehensive project description for each assignment engagement.
    • Agrees with the client as to project checks needs to be conducted, what elements these checks should cover, how extensive they should be and who will perform them.
    • Presents information about the business needs to the client honestly and factually and includes any reservations concerning the project to undertake.
    • Advises the client promptly and offer alternative courses of action if it becomes apparent that no conditions are gathered to move forward, or that the length of the project will differ considerably from that originally specified.
    • Withdraw from the assignment if a member determines that a client has characterized its organization falsely or misled KIS consultants and is unwilling to rectify the situation.
    • Refrain from the presentation of project materials in the absence of an existing client relationship.
III. Preserving the Confidentiality of Client Information

Keep it Simple uses its best efforts to protect confidential information concerning their clients. Specifically, the firm:

    • Uses confidential information received from clients only for purposes of conducting the assignment.
    • Discloses such confidential information only to those individuals within the firm or to those appropriately qualified/interested network alliances that have a need to know the information.
    • Does not use such confidential information for personal gain, nor provide inside information to any other parties for their personal gain.
IV. Avoiding Conflicts of Interest

Keep it Simple has an ethical obligation to avoid conflicts of interest with their clients. For example, the firm:

    • Refuses an assignment upon learning of conditions that impair its ability to perform services properly, including actual or potential conflicts of interest unless all affected parties expressly agree to waive the conflict.

Provides to clients its undivided loyalty as an advocate and professional advisor in the process of project strategy and development.