Illustrative project example · Custom Manufacturing · 120 employees · Example plan: 6 weeks
Example: replacing a fragile quoting spreadsheet
Illustrative targets — validate against a real workflow baseline
- illustrative turnaround target
- 3 days → 4 hrs
- illustrative turnaround target
- illustrative win-rate scenario
- 22%
- illustrative win-rate scenario
- target for automated margin checks
- 100%
- target for automated margin checks
- example implementation plan
- 6 weeks
- example implementation plan
The challenge
In this illustrative scenario, custom metal-fabrication quoting lives in a 22-tab spreadsheet with manually updated material prices, margin rules understood by only two estimators, and formulas that can break silently.
The scenario assumes quote turnaround averages three days and that leadership lacks consistent reporting on quote volume, win rates, and margin.
The solution
A proposed quoting tool pulls approved material costs from supplier feeds, encodes margin and engineering rules as versioned logic, and generates branded quote PDFs from reviewable inputs.
In the proposed design, every quote is logged with status tracking so leadership can review win rate and margin. A parallel run would compare the tool with the existing spreadsheet before any retirement decision.
Transparency note
This is a transparent example, not a customer testimonial. Targets are validated during discovery and replaced with an agreed baseline before any real project begins.
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