Business Development

Extend the power of PORTFOLIO and rethink the way you track, manage and integrate your business development efforts within your firm.


Business Development (BD) for PORTFOLIO allows you to track opportunities through the various business development stages, and more accurately forecast future project workloads, and employee staffing schedules and needs.

With Business Development, you have a centralized, real-time database providing access to data in ways never before imaginable.

Business Developement will provide:

  • Full-featured BD tracking and analysis
  • Planning and management of potential new business
  • Pipeline visibility to help you forecast future revenues and resources requirements
  • Standards – consistency with project setup
  • Tasks which support the ongoing process of the BD cycle
  • A trail of previous activity
  • Win/loss tracking
  • Performance by market segment, department, project manager and more

Opportunity Management

Leads and opportunities are entered into the Project Command Center just like a project. BD allows you to track opportunities through the various stages of the business development cycle.

Schedule and Activity Management

Business Development offers powerful and intuitive task management. Staff across the organization can be assigned and scheduled for various activities to keep the business development process moving forward.

Analysis and Reporting

Gain powerful analysis capabilities with PORTFOLIO's reports and inquiries. Once opportunities have been entered on an individual basis, firms are able to reap the benefits of that data across the entire pipeline of all business development efforts.


Business Development Whitepaper

For more details and information on Business Development,
DOWNLOAD the PORTFOLIO Business Development Whitepaper.

For more information about PORTFOLIO, sign-up for an Internet Presentation or contact our Sales Team at 800.872.1540 or sales@axiumae.com.


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