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
.
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