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Thread: Portfolio management?

  1. #1
    sudistes is offline Junior Member
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    Default Portfolio management?

    Hello,

    I'd like to know if it's possible to transform sugarCRM in project portfolio management (PPM) in order to create business opportunities, select them with criterias...

    I don't need a project management system but just a system to manage business opportunities for many accounts

    regards

  2. #2
    dtokeefe's Avatar
    dtokeefe is offline Sugar Community Member
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    Default Re: Portfolio management?

    Hi Sudistes,

    That is certainly possible. I would start with designing the data model, then map the objects to existing Sugar objects and custom ones that need to be created.

    Best regards,

    David
    David O'Keefe
    Lampada Global Services
    SugarCRM Gold Partner
    USA: +1 908 998-2278
    BR: +55 11 3237-3110
    Skype: dtokeefe
    Email: equipe@lampadaglobal.com
    www.lampadaglobal.com

    Lampada Global delivers enterprise software and offshore programming services to customers around the world.

  3. #3
    sudistes is offline Junior Member
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    Default Re: Portfolio management?

    Hi,

    Thanks for the answer, but actually unable to realize this by myself.

    If anyone did it...

  4. #4
    dtokeefe's Avatar
    dtokeefe is offline Sugar Community Member
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    Default Re: Portfolio management?

    Hi again,

    Lampada Global can certainly do that for you. We are a SugarCRM Gold Partner and have done 150+ projects for customers around the world.

    Please call or ping me on Skype (dtokeefe) to talk about your requirements.

    Looking forward to hearing from you.

    David
    David O'Keefe
    Lampada Global Services
    SugarCRM Gold Partner
    USA: +1 908 998-2278
    BR: +55 11 3237-3110
    Skype: dtokeefe
    Email: equipe@lampadaglobal.com
    www.lampadaglobal.com

    Lampada Global delivers enterprise software and offshore programming services to customers around the world.

  5. #5
    sudistes is offline Junior Member
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    Default Re: Portfolio management?

    Hello

    Thanks for your help but I'd prefer a free solution to resolve my issue

    regards

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