IT Ally · SharePoint taxonomy

Four-hub architecture · BD pipeline with outcome folders · signed engagement archive model

50
client sites
~175
portco folders
~60
target folders
~80
BD opportunities
4
hub sites
54
SP sites total
BD pipeline only
Active Opportunity in progress
Proposal sent Awaiting decision
Won Folder · converted to client site
Stale Folder · not right now, keep warm
Dead Deals Folder · definitive no
Client sites & engagement work
Client site PE sponsor
Portco Active portfolio company
Platform portco Doing bolt-on acquisitions
Active target Acquisition diligence underway
Bolt-on acquired Closed, in Acquired Entities
Engagement Active signed work effort
Archive Folder · completed engagements & inactive targets
Exit · in process Sale underway
Diligence active External access granted
Sold · archived In Former Portfolio
Lifecycle maps
BD opportunity lifecycle — outcomes are folders
Opportunity folder createdBD / Opportunities / [Industry] → Proposal sentSOW filed in folder → won → Won folderAllyIQ provisions client site not now → Stale folderRevisit in future no → Dead Deals folderIntel preserved
Signed engagement lifecycle — completed work goes to Archive
Engagement opensActive in Engagements folder → Work deliveredDeliverables, research, contracts filed → Marked completeMoves to Archive within Engagements
Target & bolt-on lifecycle — Archive for inactive, Portfolio for acquired
Target folder createdActive in Targets or Bolt-on Targets → DD engagement opens± Diligence Room if external → acquired Moves to Portfolio Companiesor Acquired Entities (bolt-on) not proceeding Moves to ArchiveWithin Targets folder
Portco exit lifecycle
Active portco → Exit Readiness engagementOpens in Engagements folder → Exit Process folder opensCIM · presentations · closing docs → Buyer Diligence RoomExternal access granted → Sold → Former PortfolioAccess revoked · full history kept
BD vs client site distinction: Won, Stale, and Dead Deals are BD concepts — they describe the state of IT Ally's sales relationship with a prospect. Once a client site is created, all work there is a signed engagement. There are no dead or stale engagements at the client level — only active work and archived completed work.
Archive is universal inside client sites. It appears inside Engagements (completed work), inside Targets (acquisitions not pursued), and inside Bolt-on Targets (bolt-ons not pursued). The folder is identical in all cases — it's a clean resting place for anything no longer active, with full history preserved.