May 10, 2020


Our client is a reseller of enterprise print and copy solutions, and a direct seller of related products and services. Their objective was to streamline and automate their quotation, documentation and product-pricing process. Previously, quotes were generated using numerous disjointed Excel spreadsheets and without the benefit of a centralized product catalog that identifies compatible related products and accessories. The quote was assembled by an inefficient and error-prone copy-and-paste workflow, that lacked any unified error-checking routine or lease calculation methodology. An average quote using the previous method could take an average of 3 hours to generate. The solution we designed, developed and implemented, enabled users to complete the process in a fraction of that time.


Refine an error prone and manual driven quotation and proposal process.