The firm opens its applications through one hub with role-based access and a single entry point for every employee, each running in the firm's own cloud. Among them: a financial intelligence engine the leadership team queries, a client profitability monitor, a forecasting tool, an account monitor that puts account ratings and budget data in one view, and a proposal workspace.
One hub with a single entry point for every employee
A mid-market private-equity-backed professional services firm
Account ratings and revenue exposure in one live view
The application brings account ratings and budget data into one live view. Leaders and account teams see portfolio status, the reason an account carries risk, the revenue connected to it, and what changed since last month. The data comes from the project and financial systems the firm already runs, so teams keep the tools and the process they know.
It went from kickoff to production in one month, and the account teams who set the ratings are the ones who act on them.
A client reporting portal, ready for the account team
A client's data becomes an interactive dashboard with a summary of the results. An assistant inside the dashboard answers questions using only that report, and PowerPoint and Excel exports come out on the firm's own brand template in one click, editable and ready to personalise.
A person on the account team reviews every report, personalises it, and decides what the client sees. The application is built and ready for that team to use.
One workspace that takes an RFP through drafting and review
The workspace reads the RFP, pulls out the requirements, searches the knowledge the firm has approved for it, and recommends the prior proposals and case studies that fit. Teams attach sources, shape the response, and draft sections in the same place the client-formatted document is assembled.
Before submission it runs a review from the perspectives of the readers who will score it, configured around program, finance, procurement, and executive, and flags missing requirements, unsupported claims, budget conflicts, and formatting problems. Teams refine and rerun the review until they are ready to submit.