Globality Knowledge Base

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Globality Knowledge Base

Find answers to frequently asked questions

Getting started

Grasp the basics of the Globality Platform with this series of introductory articles.

Getting started

Scoping a project

Learn how to initiate a new project and define precise deliverables for each one.

Client (non-HSBC) no_progress Scoping a project

Matching to providers

Nail down the steps to take after providers are matched to your project.

Client (non-HSBC) no_progress Matching to providers

Evaluating proposals

Select the best provider after reviewing and comparing customized proposals.

HSBC no_progress Evaluating proposals

Awarding a project

Learn the stages of approving a proposal and how to go about rating your provider.

HSBC no_progress Awarding a project

Additional topics

Find more articles covering other Platform functionalities.

Additional topics

Find additional resources including product demos.

Find additional resources including best practices.

Provider Resources

Respond to a project opportunity

Respond to a client's Smart Brief and draft a compelling proposal to win a client's project

Respond to a project opportunity

Build your Smart Profile

Create, curate, and edit your company's Smart Profile

Build your Smart Profile

Intro to Globality

Grasp the basics of the Globality Platform with this series of introductory articles.

Intro to Globality

Manage account settings

Find out where and how you can customize your account settings

Manage account settings