Partnership Portfolio Organization
Structure your resources, teams and departments in a coherent and controlled framework. Set common rules to gain operational efficiency.
Portfolio and campaign
Structure your partnerships by portfolio
Organize your partnerships into portfolios reflecting your organization's structure.
Manage by campaign
Manage your sponsorships by annual, seasonal or event campaigns.
A coherent organization over time
Reuse your settings from one campaign to the next to ensure continuity.
Manage your team
Clear and hierarchical roles
Assign specific roles to each team member on the platform.
Adapted access rights
Control access based on assigned portfolios and campaigns.
Clarify responsibilities
Assign tasks and partners to team members.
Centralize projects and contacts in your directories
A single directory
Consolidate all your projects in a single, searchable directory.
A complete directory
Access all contacts linked to your projects.
Catalogs and references
Deliverables
Define and organize your deliverables.
Reusable packs
Create customizable offers by project type.
Objectives and indicators
Track KPIs aligned with your strategy.
Resource center
All your files, one place
Centralize your organization's documents.
Always accessible, always up to date
Ensure availability of the most recent files.
