Modernizing Quotation to Remove Revenue Friction
Project Genesis
The root causes and critical pain points that initiated this comprehensive quotation system transformation.
Rebuilding the Quotation Function
Comprehensive planning of the new quotation system architecture, operational workflows, and strategic objectives for the rebuild initiative.
Smart Product Quote
Integrating complex formulas previously scattered across multiple Excel files into a single user-friendly interface.
Web-Based Order Preview
A browser-based quotation viewing system that provides instant access to current quotes from any device.
Role-Based Order Console
A hierarchical permission system where individual sales representatives can only access their own orders, while senior management maintains comprehensive oversight with authority to approve or reject any order.