The list below is the operational picture of what AXI's platform and execution services cover. The "How DASNY uses it" note on each card describes the configuration in production at the Authority. Every capability is part of AXI's standard offering — the work in a new engagement is to tune the configuration to fit how that client's program runs.
Capability 01 · Directory
Integrated MWBE + SDVOB certified directory.
AXI downloads the full ESD‑MWBE and OGS‑SDVOB directories daily, scrubs and enriches each firm record with contact, work‑history, bonding, and insurance data drawn from a dozen additional certified sources (NYC SBS, the Port Authority, federal SAM, neighboring states), and merges everything into a single, searchable master directory.
For DASNYDual ESD + OGS searches against the AXI‑enhanced directory, with a per‑project archive of the certified list as it existed on the day the goal was set — so audits open the same data the team used.
Capability 02 · Industry codes
NAICS, NIGP, and CSI — including historical sets.
AXI integrates all three industry code systems, including historical revisions going back to 1997 — necessary because certified firms often carry codes from prior revisions that no longer exist in current code sets. 48,526 codes are mapped to a unified trades map, so users no longer hand‑pick across three datasets per search.
For DASNYThe trades map is used for every project goal setting — one selection per scope replaces a dozen NAICS / NIGP / CSI picks and surfaces firms whose certification still references older codes.
Capability 03 · Quick search
Drag‑and‑drop scope unbundling & search.
Cost estimates uploaded into AXI are parsed into individual subcontracting opportunities — without an arbitrary cap on how many scopes — and the system runs a search per scope across the unified trades map and the integrated geography tools. Searches consistently surface 20–60% more certified firms than a manual review of the official directories.
For DASNYThe pre‑contract team uploads project cost estimates; AXI returns a structured scope map plus a search per scope in under five minutes — versus the ten hours a manual cross‑directory compilation would take.
Capability 04 · Vetting
Contractor vetting & Commercially Useful Function review.
Each search result is surfaced in a vetting interface that puts capability, capacity, bonding, insurance, and prior‑project history one click away. Reviewers can confirm fit, flag a CUF concern, or exclude a firm from outreach — with the rationale captured against the project record.
For DASNYOPG reviewers use the trade‑specific vendor review page to clean search results before any outreach goes out — ensuring every firm contacted is a real fit and that the CUF check happens at the front, not at audit.
Capability 05 · Goal setting
Project‑specific goals, anchored in 142.2.
AXI's goal‑setting workflow follows 5 CRR‑NY 142.2 directly: scope, subcontracting opportunities, availability, certified pool, geography, and contract size are all surfaced for the analyst, with a per‑scope availability calculation that compares certified firms against Census County and Zip Code Business Patterns for the relevant geographic market area. The system computes a recommendation; the analyst sets the goal.
For DASNYGoals are returned within a 24‑hour turnaround per project, with the full availability math, the search archive, and the goal‑setting rationale captured in two report formats the Authority requested — Executive Summary and Full Goals Report.
Capability 06 · Outreach
Project‑level outreach campaigns & tracked engagement.
The outreach module manages multi‑message campaigns per project: initial notification on the day the RFP posts, a reminder 10 days later, and additional messages for pre‑bid meetings, extensions, addenda, surveys, and capacity‑building events. Every send is logged with delivery and read receipts; every response is routed back to the project record.
For DASNYAXI manages the BDE‑integrated outreach end‑to‑end — checking the OPG site daily for new postings, composing project‑specific notifications with attachments and links, and reporting on campaign performance across 200,000+ messages per year.
Capability 07 · CRM
Project CRM for Good Faith Efforts documentation.
Each project has a relationship‑management surface that captures outreach campaigns, direct phone calls, in‑person events, and ad‑hoc correspondence — with attached documents and notes filed against the firm and the project. The CRM is the record that GFE packets and waiver packages draw from.
For DASNYThe CRM holds the audit trail for every project — the file a reviewer asks for is generated from the live record, not assembled after the fact.
Capability 08 · Custom directory
Legacy contact records, consolidated and searchable.
Most authorities sit on years of internal contact records — registries, spreadsheets, business‑card lists, project notes. AXI imports these into the client‑specific layer of the CRM, where every team member can search across them, attach notes, and flag firms based on past performance.
For DASNYAXI consolidated the Authority's Old Registry, Website List, and Business Cards Working List into a single DASNY Directory inside the CRM, with notes carried forward so institutional knowledge survives team turnover.
Capability 09 · Reporting
Goal, search, and outreach reports — on demand.
Every project carries a reporting surface that combines the goal‑setting record, the search archive, the outreach log, and engagement analytics. Reports are templated per client and generated on demand against the live data — not re‑keyed.
For DASNYTwo custom formats are in production — a Goals Executive Summary for project teams and a Full Goals Report for the audit file — plus campaign‑level and DASNY‑wide engagement analytics responding to OPG questions on any specific project.