Request for Quotation: SME Metric Monitoring

The solution needs to be able to link to third party datasets with the following data being required as a minimum:

• Companies House data.
• Private investment in SMEs and start-ups, this needs to be verified investment, where verification needs to be comparable to Beauhurst or Pitchbook as this is specified by our funders.
• Grants given to SMEs and start-ups, which also needs to be verified as above.
• Turnover of SME and start-ups where they report this to Companies House or other reliable sources.
• Headcount of SMEs and start-ups again using Companies House, if other sources are used (such as LinkedIn) this can be useful, but it needs to be possible to switch this off.

The solution proposed needs to integrate with an MS data lake house which contains CRM contact data of the Catapult's beneficiaries as well as programme information from our purpose-built platform through which companies apply to our programmes.

Connected Places Catapult needs to be able to report this data split as above by:

• Group or cohort of SMEs/ beneficiaries by programme/ project (based on programme start and end date).
• Quarter, calendar year and/ or financial year.
• How many programmes an SME/ company has been part of.

The Catapult will work with the successful provider to thoroughly scope out these reports and the process for developing custom reports as required throughout the lifetime of the contract.

It is envisaged that up to 50 users will use the solution to varying degrees and the ability to have view access only vs interrogation/ edit is preferred.