Business Development

Key features include…

Proposal management and workflow

  • Proposal registration
    • Assign client, contact, BD lead, project manager and director
    • Set budgets – proposal budget, project budget/value (internal time, third party costs)
    • Record go/no go and win/loss data
    • Review proposals by team lead and BD manager
  • Proposal tracking
    • Record proposal effort in timesheets
    • Show proposal ‘spend’ against budget and due date
    • Record quality assurance events – proposal review, send and follow-up
  • Convert to project
    • Carry over proposal details to project
    • Ensure consistent job numbering
    • Close proposal (to prevent further charges)