aec360

By audience

Architecture

• Holds project history, awards and staff qualifications as reusable proposal content rather than scattered across drives.
• Manages client and consultant relationships across studios from inside Outlook.
• Assembles resumes, cut sheets and qualification packages straight from CRM records.

Civil Engineering

• Tracks pursuits for public-agency and infrastructure work, including teaming and JV records.
• Maintains discipline-specific staff certifications used in prequalification submissions.
• Keeps one client and contact record intact across long public procurement cycles.

Business Development

• Manages leads, pursuits and go/no-go decisions with relationship intelligence drawn from Outlook activity.
• Tracks client strategy, opportunity stage and referral sources across the pipeline.
• Uses Sync360 to harvest contact and job data out of legacy systems into a single pipeline view.

Marketing & Communications

• Assembles proposals, SOQs, resumes and cut sheets from centrally held project and staff records.
• Segments marketing lists against client and contact data held in the CRM.
• Reports referral management and pursuit outcomes back to the marketing team.

Executive Leadership

• Reviews pipeline and win/loss on one Dynamics 365 data model.
• Sees company-wide and practice-group dashboards without exporting to spreadsheets.
• Monitors client concentration and market-sector performance across active pursuits.

By phase

Concept & Planning

• Tracks leads, clients and contacts before a commission is awarded.
• Runs go/no-go and pursuit-investment decisions on prospective work.
• Builds the proposal and qualification package for the pursuit.

Pre-Construction

• Manages proposal and opportunity records for design-build and construction-administration pursuits.
• Keeps client relationship history to hand while scoping additional services.