ACE – Advisory, Coaching & Execution

Purpose of this Document

These Service Terms describe the specific operating conditions of the ACE – Advisory, Coaching & Execution service, including its scope, responsibilities, limitations, and service delivery conditions.

This document supplements the Simplifies Group General Terms and is intended to establish clear expectations for both parties throughout the delivery of the service.

1. Service Description

ACE (Advisory, Coaching & Execution) is a professional service designed to provide strategic advisory, specialized coaching, and execution support for business initiatives, technology projects, automation, and digital transformation.

Its purpose is to help organizations make better decisions, optimize their processes, and accelerate the implementation of solutions through the expertise and experience of Simplifies Group specialists.

ACE is intended for clients who require access to expert consultants to receive strategic guidance, validate initiatives, address specific business or technical challenges, or perform defined execution activities within the agreed scope.

This service complements the Client's internal capabilities and does not replace ongoing operational support or comprehensive project management services unless such services have been expressly included in the subscribed Service Plan or Service Agreement.

2. Scope of Services

The specific scope of each engagement shall be defined in the applicable Service Plan or Service Agreement. Depending on the subscribed service, ACE may include, but is not limited to:

• Business and technology consulting.

• Functional and technical advisory.

• Assessment of existing processes.

• Strategy development and action planning.

• Executive or technical coaching.

• Architecture or implementation reviews.

• Documentation and professional recommendations.

• Knowledge transfer.

• Limited execution activities directly related to the contracted advisory services.

Any service not expressly included in the approved scope shall be considered outside the contracted services.

3. Service Hours

ACE is delivered through the purchase of professional service hours, unless otherwise specified in the subscribed Service Plan:

• Hours shall be consumed based on the actual time invested by Simplifies Group.

• Time shall be tracked in fifteen (15) minute increments.

• Contracted hours include all professional activities related to the service, including meetings, preparation, research, analysis, configuration, documentation, development of recommendations, internal coordination, project-related communications, follow-up activities, and any work reasonably required to deliver the service.

• Unused hours during the applicable service period are non-transferable unless otherwise agreed in writing.

• Once all contracted hours have been consumed, any additional work shall require the purchase of additional hours or a new service agreement.

4. What's Included

Depending on the contracted scope, the service may include:

• Specialized consulting.

• Strategic recommendations.

• Coaching and mentoring.

• Process analysis.

• Solution design.

• Functional or technical assessments.

• Consulting-related documentation.

• Working sessions and meetings.

• Limited execution activities defined within the approved scope.

5. What's Not Included

Unless expressly included in the subscribed Service Plan, ACE does not include:

• Operational Support (OPS).

• Platform administration.

• Continuous monitoring.

• Infrastructure management.

• Managed services.

• Formal training services.

• Full project implementation.

• Software licenses or third-party service costs.

• Activities exceeding the contracted service hours.

If, during service delivery, additional requirements are identified beyond the contracted scope, Simplifies Group may recommend an alternative service or provide a separate proposal.

6. Client Responsibilities

To ensure efficient service delivery, the Client agrees to:

• Designate one or more authorized points of contact.

• Provide complete and accurate information.

• Grant the necessary access to platforms, systems, or documentation, when applicable.

• Participate in scheduled meetings.

• Review deliverables and recommendations in a timely manner.

• Communicate questions or feedback within a reasonable timeframe.

• Make all business decisions related to the recommendations provided.

Delays resulting from missing information, unavailable access, pending approvals, or Client availability may affect the service schedule.

7. Communications

Official communications related to the service shall take place through the communication channels authorized by Simplifies Group, including:

• Email.

• Client Portal.

• Scheduled virtual meetings.

• Any other communication channels previously agreed upon by both parties.

Instant messaging applications may be used solely for operational coordination and shall not constitute official channels for approvals, contractual modifications, or formal service decisions.

8. Availability and Scheduling

Services shall be delivered during Simplifies Group's regular business hours. Meetings shall be scheduled based on the mutual availability of both parties. Requests for cancellation or rescheduling must be submitted at least forty-eight (48) hours in advance.  Repeated cancellations or failure to attend scheduled meetings without prior notice may result in the reserved time being deducted from the contracted service hours.

9. Billing and Payment

Service fees shall be established according to the Service Plan selected by the Client, unless otherwise specified:

• Professional hours shall be billed in accordance with the contracted service.

• Invoicing shall be performed according to the billing cycle established for the applicable Service Plan.

• For recurring services, payment must be received before the beginning of the next service period. If payment is not received by the applicable due date, the service shall not be renewed or provided until the account is brought current.

• Applicable taxes, software licenses, reimbursable expenses, and third-party costs shall be invoiced separately when applicable.

10. Professional Recommendations

Recommendations provided by Simplifies Group are based on the information available at the time of the engagement, the professional experience of our specialists, and recognized industry best practices.

The decision to implement, modify, or disregard any recommendation remains solely the responsibility of the Client, who should evaluate such recommendations considering its operational, financial, legal, and regulatory environment.

11. Service Warranty

This service is covered by the applicable Simplifies Group Service Guarantees based on the nature of the contracted work.

Because ACE primarily consists of consulting, advisory, and professional coaching services, Simplifies Group does not guarantee specific business outcomes, financial improvements, regulatory approvals, or any other results that depend on Client decisions, external factors, or the Client's implementation of the recommendations provided.

12. Limitation of Liability

Simplifies Group shall not be liable for:

• Decisions made by the Client based on the recommendations provided.

• Actions or omissions of third parties.

• Changes implemented by the Client or external vendors.

• Delays caused by dependencies beyond Simplifies Group's reasonable control.

• Results arising from partial, modified, or alternative implementation of the recommendations originally provided.

13. Relationship to the General Terms

These Service Terms supplement the Simplifies Group General Terms. In the event of any inconsistency between these Service Terms and the General Terms, the provisions of the General Terms shall prevail unless otherwise expressly stated in an applicable Service Agreement.