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BHG Edge – SPM Practice OS

SPM practice excellence

Operating system for the BHG SPM practice: leads, scoping, delivery, and IP management.

10 Modules
3 Workflows
edge Tier

Included Modules

Required Modules

lead-generation
Setup order: 1
pipeline-management
Setup order: 2
customer-success
Setup order: 3
project-tracker
Setup order: 4
sow-builder
Setup order: 5
scoping-tool
Setup order: 6

Optional Modules

time-tracking
Optional add-on
cpq-tool
Optional add-on
documents-library
Optional add-on
dashboard-builder
Optional add-on

Workflows

Engagement lifecycle

From lead to scoped project to delivered engagement, with pipeline visibility.

1
lead-generation
Capture inbound or outbound SPM opportunity
2
pipeline-management
Move through discovery and qualification stages
3
scoping-tool
Scope SPM engagement (assessment, design, build)
4
sow-builder
Generate statement of work from scope
5
project-tracker
Track engagement delivery and milestones

IP and templates

Capture and reuse SPM templates, frameworks, and accelerators.

1
documents-library
Store templates, frameworks, and accelerators
2
scoping-tool
Apply reusable scoping templates to new engagements
3
project-tracker
Refine IP during delivery and update library

Practice analytics

Track pipeline, utilization, and practice health metrics.

1
pipeline-management
Monitor pipeline health and conversion rates
2
time-tracking
Track consultant utilization across engagements
3
customer-success
Monitor account health and expansion opportunities
4
dashboard-builder
Build practice-level analytics dashboards

Key Benefits

Run your SPM practice like a product

Lead management, scoping, delivery, and IP—all in one practice OS.

Manage SPM pipeline with custom qualification stages
Scope engagements with reusable templates and effort estimation
Generate SOWs automatically from scoping data
Track delivery progress and consultant utilization
Build and maintain SPM IP library (frameworks, accelerators)
Practice-level dashboards for leadership visibility

“BHG Edge turned our practice into a machine. We can scope faster, reuse IP, and track everything in one place.”

Practice Lead
BHG SPM Practice

Solution Details

Solution ID
edge-bhgedge
Version
1.0.0
Tier
edge
Company Type
consultingservice-provider
Domain
spm-consulting

Features

Spm Scoping
Sow Generation
Ip Management
Practice Analytics
Engagement Tracking
Pipeline Forecasting