Adding Business Factors

To successfully add Business Factors to your Company Assets in Symphony, complete these steps:

1. Start in My Company 

The Business Factors belonging to your company appear as claimed or unclaimed in the Company Overview (See Figure 1). 

Business Factors include Systems, Industry Certifications, Clearances, Human Resources information, Financial Documents, and Other Documents relevant to your company assets.

The table below defines the circle shading on the Company Overview. (See Table 1)

Table 1.

2. Select the Business Factors Tab

These Business Factors are additional assets you claim for the Prime entity and Symphony automatically adds them to your proposal. 

• The Prime Company can claim business factors from MRCLs. 
• Team Members' Business Factors appear in their section (See Symphony Team Members).

Figure 1. The Business Factor section within My Company

3. Claim Business Factors

The steps to add Business Factors are:

1. Select the Business Factor you wish to claim.
2. Answer any questions (as applicable).
3. Upload your supporting documentation (as applicable).
   • Use descriptive file names that explain what information is contained in the documents. 
   • Your documents will be used to support your claims.
   •  The Business Factors relevant to each solicitation are scored in your proposal submission.
4. Check the box that certifies your claim (See Figure 2).
5. Save and Claim.

Figure 2. Claim a Business Factor within My Company

Need help? Contact us  

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