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Edge Portal

The 6 P's Framework

Your Business Operating System

People
Process
Products
Performance
Pipeline
Platform

What Is Edge Portal?

Edge Portal is your complete business operating system.

It's a production-grade platform that helps organizations run their entire operation—from managing people and workflows to tracking performance and scaling your pipeline.

Perfect for nonprofits, creative studios, professional services firms, and any organization that's graduated from prototypes and needs a robust system to run their business.

Edge Is For...

  • Nonprofits & foundations
  • Creative studios & agencies
  • Professional services firms
  • Growing businesses ready to scale
  • Teams graduating from Studio

The 6 P's Framework

A complete consulting model for running your business

People

Who runs your operation

Teams, roles & responsibilities
Customers & stakeholders
Donors, volunteers, partners
User management & access

Process

How work gets done

Workflows & task automation
Approval & review flows
Compliance & governance
Standard operating procedures

Products

What you deliver

Programs & services catalog
Portfolio & deliverables
Offerings & packages
Content & assets library

Performance

How you measure success

KPIs & metrics dashboards
Analytics & insights
Impact tracking & reporting
Financial performance

Pipeline

How you grow

Leads & opportunity tracking
Donor & client lifecycle
Grant & fundraising pipeline
Sales & revenue forecasting

Platform

The foundation

Integrations & APIs
Automation & tools
Data & security infrastructure
AI assistant & copilots

Example Edge Solutions

See how the 6 P's framework can be configured for different industries and use cases. These examples show Edge in action across nonprofits, professional services, creative studios, and marketing teams.

npEdge

Complete operating system for nonprofits and foundations

Donor ManagementGrant TrackingProgramsVolunteersImpact Analytics

bhgEdge

Sales performance management for consulting and professional services

PipelineCPQ ToolSOW BuilderForecastingCommissions

Designer Biz Kit

Complete business toolkit for creative studios and freelancers

Portfolio GalleryClient PortalInvoicingAsset LibraryTestimonials

Brand Hub

Marketing operations platform for brand teams and agencies

Content CalendarBrand RequestsApprovalsEmail MarketingCampaigns

Example Workflows

Nonprofit Lifecycle Management

Acquisition

  • • Track donor prospects
  • • Manage grant applications
  • • Recruit volunteers

Engagement

  • • Run programs & events
  • • Track participation
  • • Communicate impact

Retention

  • • Measure outcomes
  • • Report to stakeholders
  • • Plan next campaigns

Studio → Edge Graduation Pathway

Start in Studio

  • • Validate your idea
  • • Build prototype app
  • • Test with early users

Graduate to Edge

  • • Add business processes
  • • Scale to production
  • • Onboard full team

Run Your Business

  • • Manage operations
  • • Track performance
  • • Grow pipeline

Creative Studio Operations

Client Intake

  • • Lead capture & qualification
  • • Project scoping
  • • Proposal & contracts

Project Delivery

  • • Design workflows
  • • Review & approvals
  • • Asset management

Business Growth

  • • Portfolio showcase
  • • Client testimonials
  • • Revenue tracking

Ready to Run Your Business on Edge?

Choose a pre-built Edge Solution or build your own custom platform.

Explore Edge Solutions