01
Greater pipeline and tender visibility
Agreed stages and status definitions give leadership a more consistent view of emerging opportunities, live bids and outcomes across regions.
Strategic HubSpot Implementation
One clear view of every prospect and tender
Bringing Knights Brown’s regional work-winning teams, client relationships and tender activity into one practical system, from early opportunity through to bid outcome.
Current Tech Stack
Union Square Workspace (“Merlin”)Business Central (Incoming ERP)Microsoft Excel and individual trackerslBarbour ABIOutlookMicrosoft Dynamics NAV (Current ERP)Bridget
Why this matters commercially
A clearer view of the work Knights Brown is pursuing and bidding for.
Today, prospect and tender information sits across Merlin, spreadsheets and individual working practices. That makes it harder for regional teams to work from the same picture and for leadership to see the status of future work with confidence.
MVP gives business development and pre-construction a shared process from early prospect through tender outcome. Consistent records, ownership and reporting will reduce duplicate tracking and create a stronger basis for decisions. The later Business Central phase can then connect won work to the ERP.
Recent clients have moved from quarter-end reporting scrambles to weekly forecast reviews their board trusts.
02
Less duplicated work
Teams can manage the agreed work-winning process in HubSpot instead of maintaining separate trackers to fill gaps in Merlin.
03
Connected client and tender context
The relationships between clients, prospects, tenders and frameworks remain visible, helping teams understand the history behind each opportunity and plan their next action.
The journey forward
A structured path to operational clarity.
- Step 01
Engagement
Agree the MVP scope, project team, responsibilities and decision-making process.
- Step 02
Kickoff
Confirm the timetable, workshop participants, data access, success measures and go-live criteria.
- Step 03
Implementation
Design and build the agreed prospect and tender process, migrate selected Merlin and spreadsheet data, and assess the Bridget and Barbour ABI connections.
- Step 04
Enablement
Test real work-winning scenarios with users and train business development, pre-construction and colleagues who need visibility.
- Step 05
Launch
Validate the data and process, move the agreed teams into HubSpot and support their first weeks of use.