Project Insight
Project Insight is a project and portfolio management software for growing companies. It centralizes project data from across expanding teams and multiplying software systems to streamline workflows, automate processes, and help you make confident, data-driven decisions about your business.
Project Insight also empowers you to manage work at the project, program, and portfolio levels–simultaneously. Identify priorities and keep work aligned with strategic objectives. Track cross-level progress, resources, budgets, and risks & take immediate action from a centralized hub that automatically notifies teams of adjustments.
Integrate & sync project data between the software tools you are already using like Azure DevOps, Jira, Microsoft Project, and ServiceNow. Optimize cross-team workflows, reduce double-entry, and get a clear picture of capacity, progress, budgets, and risks across your organization.
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Guardz
Guardz is the unified cybersecurity platform purpose-built for MSPs. We consolidate the essential security controls, including identities, endpoints, email, awareness, and more, into one AI-native framework designed for operational efficiency.
Our identity-centric approach connects the dots across vectors, reducing the gaps that siloed tools leave behind so MSPs can respond to user risk in real time.
With 24/7 AI + human-led MDR, Guardz utilizes agentic AI to triage at machine speed while expert analysts validate, mitigate, and guide response, giving MSPs scalable protection without adding headcount.
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BidBook
Utilize BidBook in Salesforce CRM to oversee your bids, revenue, and projects effectively. It facilitates the management of relationships that generate demand for new projects. The platform allows for the submission of proposal estimates and the organization of follow-up tasks. Users can monitor the estimation queue and upload relevant estimates. It also enables the invitation of approved suppliers to participate in bidding for specific scopes of work. Additionally, BidBook oversees the supplier bidding process and manages the overall budget efficiently. It generates comprehensive proposal documentation and encourages team collaboration. By aggregating all incoming bidding opportunities, BidBook helps streamline the collection of necessary files, drawings, and addendums. Bids can be assigned to sales and estimation teams for active pursuit. Users can assess the pending demand for projects, analyze revenue schedules, evaluate profit margins, and review win/loss metrics. The platform also allows for the approval of purchase orders and the initiation of invoices, ensuring a smooth workflow from bid management to project execution. With BidBook, every aspect of the bidding and project management process is organized in one cohesive tool.
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Clozd
Clozd delivers top-tier consulting services focused on win-loss analysis. We assist our clients in crafting and implementing tailored win-loss programs that cater to their specific requirements. Our skilled team of specialists in win-loss analysis can help you create your program, carry out comprehensive interviews with buyers, manage surveys, interpret findings, generate summary reports, facilitate systems integrations, and much more. Additionally, Clozd offers an innovative tool known as The Clozd Platform, which enables ongoing win-loss analysis throughout your entire sales process. This platform first connects with your CRM to track closed deals, then it streamlines the collection of win-loss data from both sales representatives and buyers through a mix of interviews and surveys. Ultimately, it consolidates this information, highlights essential insights regarding your successes and failures, and disseminates these findings to stakeholders throughout your organization, ensuring that everyone is aligned on the critical factors influencing sales outcomes. By utilizing our services and platform, businesses can foster a culture of continuous improvement and strategic decision-making.
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