Winning with Intelligence
Company Settings
configuration
Company setup, approval governance, pricing rules, brand voice, and personnel intelligence settings.
Overview
Current setup status and organization summary.
Northstar Consulting Group LLC
Owner
Mina Patel, Managing Partner
Proposal contact
Avery Brooks, Principal
Headquarters
200 Madison Avenue, New York, NY 10016
Website
https://northstar.example
Fiscal year starts
January
Configuration checklist
Modules used by onboarding and final proposal package generation.
Organization profile
Legal name, owner, EIN, DUNS, UEI, CAGE, NAICS, addresses, and proposal contacts.
Brand voice
Tone, terminology, formatting rules, forbidden phrases, and executive summary style.
Pricing models
T&M, fixed-fee, hybrid rate cards, margin thresholds, and partner approval rules.
Personnel graph
Skills, certifications, experience, availability, bill rates, and proposal performance.
Security and retention
Confidentiality levels, retention windows, SSO readiness, and audit export policy.
Partner directory
Prime, sub, teaming partner, incumbent, competitor, capability, and conflict records.
SAM.gov opportunity matching
Use company NAICS codes to actively identify matching federal opportunities.
Adjust setup statuses as implementation work is completed.