Phi Tracker — Pursuit Follow-Ups

• Fragmented tracking: RFPs get lost, deadlines slip, and work is duplicated.
• Low visibility: Leadership lacks a single view of pursuits, staff, and progress.
• Manual tools: Spreadsheets cause slow updates and version conflicts.
• Admin overhead: Skilled teams spend time coordinating instead of strategizing.

• Unified workflow: CRM, pipeline, and Kanban in one visual board.
• Zero-friction UX: Drag-drop stages and an intuitive, minimal layout.
• Time savings: Substantial reduction in coordination and follow-ups.
• Connected insights: Real-time pursuit and personnel tracking.

Purpose: Automate the pursuit lifecycle—from RFP upload to SharePoint evidence—with AI-assisted traceability.

• 1️⃣ File Intake: Upload RFP/RFQ for parsing, indexing, and AI embedding.
• 2️⃣ Normalization: Standardize extracted data into the AIQMS algorithm schema.
• 3️⃣ RFP Card Generation: Auto-create a Pursuit Card with extracted metadata.
• 4️⃣ Database Generation: Build a pursuit record linking deliverables and personnel.
• 5️⃣ User Input: Confirm or add scope, deadlines, contacts, and jurisdiction.
• 6️⃣ Personnel Input: AI identifies required roles; user verifies and populates People.
• 7️⃣ Proposal Checklist: AI creates section/subsection list; user approves.
• 8️⃣ Checklist View: Embed approved checklist as a supplemental card view.
• 9️⃣ Tracking & Kanban: Advance stages (Prospect → Qualified → Proposal → Negotiation → Closed).
• 🔟 Evidence & SharePoint: Upload artifacts per section directly to SharePoint.
• 1️⃣1️⃣ End-of-Funnel: Lock and archive for audit readiness and compliance.
• 1️⃣2️⃣ Export: One-click export to JSON, Excel, or PDF anytime.

• CRM unification: Clients, contacts, and pursuits aligned by owner and stage.
• Pipeline flow: Prospect → Qualified → Proposal → Negotiation → Closed.
• Kanban controls: Drag-drop with WIP limits and real-time status.
• Staffing view: Auto-linked roles and gap highlighting for recruiting.