Team Reporting Structure

Team Reporting allows you to divide your firm into distinct units and then track data separately for each unit.

Before you begin using the Team Reporting feature in GovWin Capture Management, you should consider the following questions to determine what structure will most effectively support your firm's needs:

• What levels of performance do you want to track?
• How will subcodes be set up to identify teams?
• Are any label changes necessary?

One way to use the Team Reporting feature (assuming that your firm has several branch offices) is to set up teams by location. For example:

• A firm with offices in Boston and San Francisco could set up two distinct teams to identify the offices — Boston Office and San Francisco Office.
• A firm with clusters of offices in the northeastern and southeastern United States could set up two distinct teams to identify the regional offices — Northeastern District and Southeastern District.

You set up the Team Reporting structure in Configuration > Team.

One-Level or Multi-Level Team

Depending on the size and complexity of your firm, you can create a fairly simple or more complex team structure. For example, a small firm may opt for a simple, one-level structure to track it’s two branch offices. Or, the same firm may set up a two-level team structure to simultaneously track branch offices and disciplines. A larger firm may want to track regions, offices, and disciplines — they would need a three-level team structure.

With a multi-level team structure, you determine the various combinations of regions, offices, and disciplines that make up valid teams in your firm. GovWin Capture Management can accommodate up to five team levels, although most firms need only one or two levels. The number of team levels you need will depend on your firm’s structure and the level of detail you require.

You use subcodes to identify each team level that you set up.

Examples

These are some of the ways in which you could divide your firm into teams:

• Cities where offices are located (Boston, Atlanta, San Francisco).
• Regions where clusters of offices are located (Northeast, South, Midwest).
• Business functions or types of practice (architectural, engineering, environmental).
• Corporate structure (professional corporation, partnership, subsidiary).
• Companies (XYZ Corporation, ABC Corporation, 123 Corporation).

You could also combine any of these team levels to create a multi-level team structure:

• Companies — Regions — Cities
• Corporate Structure — Regions — Business Functions