 |
|---|
Multi-Office Integration I MODULE
Gives your firm the operational platform to integrate BD activities of multiple office locations into a unified process for BD strategy and tactics as well as scoring key performance indicators.
We have successfully integrated BD and business operations of offices in different cities and/or regions of the country into a single I.T. dashboard providing real-time display and analysis of client/project pursuits, fee projections, and key performance metrics
Deliverables Include
CRM INTEGRATION
Operational process of integrating a CRM with a firms BD Plan in customized reports of specific and measurable action steps of all personnel engaged in client development and project pursuits.
OPERATIONS INTEGRATION
Integration of user selected operational data from accounting and project management data bases such as fee projections, project pipeline, utilization rates, and staffing requirements.
I.T. DASHBOARD
Dashboard that integrates data from any CRM, any project management, any accounting software, into one display of real-time status of project pursuits, project win/loss metrics, fee projections, project pipeline, utilization rates, and staffing requirements.