Multi-Entity Management

Opt-In Feature

To configure Multi-Entity Management for your organization, contact your GovDash Account Manager or support@govdash.com to opt-in to the feature.

Overview

Multi-Entity Management lets your organization model its corporate structure inside GovDash. Once your parent organization and its teams are set up, you can see every team's pipeline in one place, find opportunities that more than one team is chasing, and run reports for one team or for the whole organization.

This feature is designed for:

• Alaskan Native Corporations (ANCs) and Native Hawaiian Organizations (NHOs) managing multiple 8(a) subsidiaries under a single corporate parent

• Multi-division prime contractors with separate BD accountability by business unit or vertical

• Any GovCon organization that tracks pipeline across more than one entity or reporting structure

How It Works

Multi-Entity Management works in three layers:

Setting Up Your Organizational Structure

Share your parent organization and its subsidiaries or divisions with your account manager or support@govdash.com. Our team sets up the structure in GovDash for you. Each subsidiary or division becomes its own team under the parent organization.

Note

GovDash supports any hierarchy depth. An ANC with six 8(a) subsidiaries can have all six under the parent, and each subsidiary can have its own sub-teams below it.

When you switch to the parent organization, GovDash opens the organization view. Its left menu has Corporate Structure, Notifications, Lifecycle and Reports.

Labeling Relationships

Corporate Structure shows your organization as a chart, with lines connecting each team to its parent. To describe a relationship, select Add label on a line and enter a label, such as Division, Department or Team.

Viewing the Pipeline Across Teams

Lifecycle in the organization view shows opportunities from every team in your organization on one board, grouped by phase.

• Filter by team: Use the Team filter to see one or more teams. Select several teams to compare them side by side.

• Open an opportunity: Selecting a card switches you to the team that owns the opportunity and opens it there.

• Moving cards: You can't drag cards between phases on this board. Make changes from the team that owns the opportunity.

Finding Opportunities More Than One Team Is Pursuing

When more than one team in your organization is pursuing the same opportunity, its card shows a Shared with badge, such as Shared with 2 teams. Hover over the badge to see which teams.

To see only these opportunities, select Customize and turn on Tracked By Multiple Teams. Review them with your teams and decide which one should own the pursuit before both spend capture time on it.

Getting Notified

Members of the parent organization get the Multi-Team Opportunity Pursuit notification, in the app and by email, when more than one team starts pursuing the same opportunity. To change how you get it, go to Settings > Notifications.

Reporting by Entity

Reports in the organization view can show one team, several teams or your whole organization.

1. Select Reports in the left menu.

2. Use the Teams selector at the top to choose which teams to include.

3. To roll up across your whole organization, select every team.

Your team selection applies to every report view, and you can still customize the views and widgets you want to see.

Tip

Reports use live data, so there's nothing to export or reconcile. When a team updates an opportunity, the roll up reflects it.