shorter preparation time
Average of 20 proposals before and 20 after the pilot, from the client's own records (example measurement).
For a company · name withheld · 2025, 14 hafta
An energy company
A proposal workflow that got permanently shorter, and visibility into why a proposal won.
The situation
A proposal pulled data from four systems and its final form was assembled by hand every time. As irritating as the duration was the fact that nobody could explain why two proposals came out different.
The work
We started with a controlled pilot: one region, one proposal type, a written rollback plan. The product records which inputs produced each proposal — and that, rather than speed, was the first gain.
Results
systems merged by hand
Manual hand-offs counted on the workflow map, before and after the pilot (example measurement).
WHERE THE LINE WAS
What was ours, and what was the client's?
We mapped the workflow and built the product; data ownership, approval steps, and the go-live decision stayed with the client. We did not touch the pricing logic.