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Marketing/BD departments have CRM data base to house and track contacts. Production has its project management data base to monitor current project progress, fee projections, project staffing needs. Operations/finance  has its  accounting data base to track current and future fee projections, staff utilization, operations expense, and capital spending. And too often these data bases are in silos and not easily integrated.

 

Fusion BD has created a plug-in dashboard that integrates user-selected data from any CRM,    any project management, and/or any accounting software, and displays it into one simple to use dashboard. 

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Now principals and firm leadership can "operationalize" BD efforts by integrating client pursuit data with operations. BD efforts such as client strategy and project pursuits and performance metrics,  can be analyzed with business operations issues such as fee projections, staff utilization, and capital spending.

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Operationalizing  BD With Technology