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.
How nBold works for consulting firms.
nBold is a collaboration management platform for Microsoft 365 that encodes your firm’s methodology into the Teams and SharePoint templates every engagement inherits — from proposal room to delivery to renewal.
When a pursuit or engagement opens, nBold provisions the full workspace from an approved template: the right channels, SharePoint libraries with metadata, Planner boards with the methodology’s stages and checklists, intake forms, naming conventions, sensitivity labels, and lifecycle rules. Every stage — pitch, kickoff, delivery, closeout — starts from the firm’s playbook rather than a blank folder. Because the structure is consistent, the firm’s IP carries forward: delivery inherits the proposal, renewal inherits delivery, and every closed engagement becomes a searchable, governed knowledge asset instead of a folder no one can find. Partners get visibility that rolls up across the practice, and AI summaries and handoff briefs work because every workspace is structured the same way. nBold is ISO 27001 and SOC 2 Type II certified and runs natively on Microsoft 365.
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.
Frequently asked questions
How is this different from just using Teams and SharePoint directly?
nBold sits on top of Microsoft 365 and automates the setup and governance you would otherwise do by hand for every engagement — provisioning a complete, consistent workspace from a template and enforcing naming, labels, membership, and lifecycle automatically.
Can partners see the state of engagements across the practice?
Yes. When every engagement follows the same structure, leadership gets a clear roll-up of what is active, stalled, or at risk without a weekly status meeting, and AI summaries can compile a real-time practice view.
What happens to an engagement workspace when it closes?
Lifecycle rules archive it on a schedule you set, turning each closed engagement into a governed, searchable knowledge asset rather than clutter — with the methodology and evidence preserved for the next pursuit.
How is nBold priced for consulting firms?
nBold is quoted per rollout. Most firms start with the Platform subscription; those automating from a CRM add CRM Automation, and larger firms use Enterprise agreements. Microsoft 365 licenses are separate. You can start with a free trial or request a quote.