Navima

Projects

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Key Project Features

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Create

Create a new project with a few clicks or import into Navima within seconds

View

View your M&A (or project) pipeline on a customisable Kanban board

Organise

 Move project to the next deal stage with drag and drop

Streamline

Identify bottlenecks in your process with automatic timestamping

Access

Control access and visibility with granular permission settings

Reporting

Capture all status updates from team members in one place and report via real-time dashboards and reports 

PROJECTS

Flexible Project Management

Create a new project with just a few clicks or import your existing M&A target pipeline into Navima within seconds. Once set-up, M&A targets (or projects) are represented by project cards on a customisable Kanban board showing your end-to-end deal lifecycle – helping to keep everyone on the same page.

Customisable Kanban columns let you create a Kanban workflow that works for you and your team, while drag & drop lets you move project cards to the next deal stage with ease. 

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PROJECTS

Customisable Kanban Board

Find M&A projects with ease using custom filters or search for keywords. View how long an M&A target (or project) has been sitting in a particular Kanban stage with automatic time stamping to identify bottlenecks in your process.

Choose which fields are visible on project cards and/or create confidential fields visible only to certain team members. Limit access and visibility into project shown in Kanban view with granular permission settings. Export all project data from Navima for complete flexibility.   

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PROJECTS

Project Summary Page

Customise a Summary Page template for your M&A projects via a range of custom fields. Build from short & long text fields and editable dropdowns to create your desired workflow and a single source of truth. Say goodbye to out-of-date Excel project tracker documents and missing information.

Capture all status updates from team members in one place – and if you need to send a quick reminder use Navima’s Alert feature (link to Communication, Copy (Sub 3). Report on your M&A (or project) pipeline via real-time dashboards & reports using Navima’s Advanced Analytics Engine to make data-driven decisions.  

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Starter

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Enterprise

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PRODUCT FEATURES

Why choose Navima?

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Single Source of Truth

All documents, tasks, project plans, risks/issues, conversations, etc. are located within a highly-secure, collaborative cloud platform.

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Save Time

Dynamic dashboards & reports support real-time working, while compatibility with standard desktop packages and other software solutions saves teams hours when it comes to reporting across M&A projects.

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Data Security

A highly-secure environment for planning, executing and reporting across theM&A projects. Navima replaces the need to shareconfidential documents via email and allows teams to control exactly what teams + external advisors can see and do.

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Access to Best Practice

M&A Playbooks provide teams with the know-how to run a successful acquisition and integration + the expert M&A consultants of BTD are on hand to provide additional support.

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