Make every proposal, engagement, and transformation programme run from the firm's playbook.
nBold encodes your firm's methodology into Teams and SharePoint templates every engagement inherits — from proposal room to delivery to renewal.
The motion.
Proposal rooms, engagement workspaces, workstream channels, steering committee spaces, client deliverable sites, and knowledge capture spaces — each one a repeatable collaboration pattern. Consulting work is cross-functional, client-visible, and IP-intensive. When every project lead builds a different structure, the firm loses consistency, knowledge, and margin.
The continuum.
Proposal → SOW → delivery → client review → renewal — with practice-level visibility across every engagement. Win themes, scoping decisions, and IP from closed projects should travel with the work. Today they disappear when the team disbands.
ProposalQualified, win-themed
SOWScoped, agreed, signed
DeliveryKickoff, execution, IP
Client reviewFeedback, sign-off
RenewalExpand, retain, archive
What breaks today.
Each project lead sets up a different Teams and SharePoint structure — clients see inconsistent hygiene across engagements from the same firm. Knowledge from closed engagements is not systematically archived or searchable — frameworks get re-invented. Proposal rooms run ad-hoc rather than from a structured workspace with win themes, pricing, and review gates — the handoff to delivery loses the context the proposal team spent weeks building.
What nBold changes.
A proposal room and an engagement workspace per firm playbook.
From pitch to kickoff to closeout, every stage is provisioned from an approved template with the right structure, team, and content. Turn best practice into default practice.
Handoffs that carry the firm's IP forward.
Delivery inherits from proposal. Renewal inherits from delivery. Every closed engagement becomes a searchable, governed knowledge asset — not a folder no one can find.
Visibility that rolls up the practice, not just the project.
Partners see the state of every active engagement across the practice. AI summaries, status updates, and handoff briefs work because the workspace structure is consistent.
Every engagement starts from the firm's playbook and carries the prior work's context forward. Where collaboration is consistent, the firm's IP compounds.
Proof points.
Template with Planner boards, SharePoint libraries, and Lists · Custom intake forms · Governance and sensitivity labels · ISO 27001 certified · SOC 2 Type II certified · Microsoft 365 native.