General FAQs

Welcome to the Associates FAQ page. Here, you’ll find answers to common queries about starting an engagement and being an Associate, including practical guidance on absence reporting, invoicing, collaboration tools, and more. This resource is designed to help you navigate key processes smoothly.

If you have any further questions or need additional support, please get in touch with pmo@platform-smart.co.uk

• What should I do if I need to take unplanned absence?

  If you need to take unplanned absence, please send an email stating that you will not be available and providing an estimated duration of your absence. This enables us to inform the client, update reports, and make any necessary arrangements.

• Can I use Microsoft Teams to collaborate with other Associates and stakeholders?

  Many of our Associates are easily reachable via Microsoft Teams. Where permitted by clients, your Platform Smart email address will be assigned a Teams licence. We encourage Associates to download the application and use it to engage with stakeholders, other Associates, and clients.

• Is there a meeting room available at the Basingstoke office, and how can I book it?

  The Basingstoke office has a meeting room available for conference calls or stakeholder meetings. To book the room and check availability, invite square@platform-smart.co.uk to your meeting request. Alternatively, you can email pmo@platform-smart.co.uk.

• What are the payment terms for my invoices?

  As set out in your Professional Services Agreement with Platform Smart, invoices should be submitted monthly and must be supported by weekly timesheets. Once authorised, payment will be made within thirty (30) days of invoice submission. If services are delivered on a fixed-price basis under a Statement of Work, invoicing should align with the agreed payment schedule. Invoices without supporting timesheets, evidence of milestone delivery, or specific approval cannot be processed.

• Where can I find templates and useful files?

  Our website has a dedicated section for Associates, which includes templates and other useful files. To access these resources, click here.

• What resources are available to help me get started with contracting?

  We provide a range of resources to support limited companies, including invoice templates, marketing professionals, and contacts for professional insurance and accountancy services. If you need guidance, please get in touch.

• How does Platform Smart handle personal data in line with GDPR?

  Platform Smart adheres to GDPR requirements to ensure all individuals’ data rights are upheld. This includes the secure removal of personal data or its provision in electronic format upon request. These processes are governed by our ISO-certified procedure, PSP014. If you would like to make a data access request, please contact your account manager.

To browse our full collection of guides, click here.