Adding Business Factors

To add Business Factors to Company Assets in Symphony, complete these steps. (An instructional video on this topic is also available at the bottom of the page). 

1. Start in My Company 

Business Factors include Systems, Industry Certifications, Clearances, Human Resources information, Financial Documents, and Other Documents relevant to company assets. Business Factors for the primary company appear as either claimed or unclaimed within the Company Overview (see Figure 1).

The table below defines the circle shading on the Company Overview. 

Table 1.

2. Select the Business Factors Tab

Business Factors in this section represent additional assets claimed for the Prime entity, which Symphony automatically adds to a proposal.

• The Prime Company can claim business factors from MRCLs for some solicitations. 
• Team Members' Business Factors appear in their respective section (see Team Members).

Figure 1. The Business Factor section within My Company.

3. Claim Business Factors

To add Business Factors:

1. Select the desired Business Factor
2. Complete any questions as applicable.
3. Upload supporting documentation as necessary.
   • The documents will be used to support the claim.
   • Use descriptive file names that explain what information is contained in the documents.
   • The Business Factors relevant to each solicitation are scored in a proposal submission.
4. Check the box to certifiy the claim (see Figure 2).
5. Save and Claim.

Figure 2. Claim a Business Factor within My Company.

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