PursuitBasis
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The contractor lifecycle

Connected from opportunity to outcome.

Contractor work moves through pursuits, proposals, contracts, delivery, purchasing, financial readiness and reporting. PursuitBasis is being designed to connect these stages so each team can work from the requirements, decisions and records that came before.

A full view of the work.

Planned product scope

  1. 01

    Pursuits

    Decide which opportunities fit.

    Bring together opportunity requirements, company capabilities and the reasons for pursuing or passing on the work.

  2. 02

    Proposals

    Keep the response grounded in its sources.

    Connect requirements, assumptions, pricing and reviewed responses to the information behind them.

  3. 03

    Contracts

    Keep track of the agreement and its changes.

    Follow approved terms, obligations and amendments, with clear responsibility for what each change requires.

  4. 04

    Delivery

    Make completion requirements clear.

    Connect projects, people and service records to the agreed scope and the evidence needed for acceptance.

  5. 05

    Purchasing

    Check the commitment before placing the order.

    Reconcile supplier terms and quantities, then track orders, receipts and support entitlements as distinct records.

  6. 06

    Financial readiness

    Give finance the records it needs.

    Bring together completion evidence, acceptance records and unresolved items for billing preparation and review. Invoicing, accounting and payment remain separate responsibilities.

  7. 07

    Reporting

    See what is outstanding and what has changed.

    Follow open work, corrections and operating results, with a history that supports review and future decisions.

Keep the history and the responsibility clear.

Sources, earlier versions and decision reasons should remain connected as a commitment moves into its next stage. Open questions need a visible owner and a clear next step.

The product is intended to work alongside appropriate CRM, ERP, project and accounting systems. Any integration or operational action would follow the agreed scope and the customer’s authority.

Explore the product approach

Software and services

Software, implementation and continuing support.

We’re developing connected software with the setup and support needed to put it to work.

  1. 01

    Software

    One place to follow requirements, decisions and the records behind them.

  2. 02

    Implementation

    A defined engagement to configure the agreed workflow, prepare authorized data or integrations, train users and verify the result. Deliverables and fees would be agreed separately.

  3. 03

    Continuing support

    Ongoing product maintenance and practical help as requirements change. Support terms would distinguish included assistance from separately scoped integration upkeep or managed services.

Explore implementation and support

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Where does the handoff get difficult?

Describe the work, the tools involved and what a useful result would look like. A general description is enough to begin.

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