Challenges
The objective of this project was to develop a tailored web application for the multinational corporation ‘Omnia Lift Eng’, specializing in the assembly and distribution of commercial lifts across European countries. The application encompasses various modules including quote creation, order management, pricing calculation, database management, client management, and reporting functionalities.
Simplifying Processes
Prior to developing the app, our client navigated through 14 disparate Excel sheets to compute pricing and generate quotations. Our primary hurdle involved comprehending their business model and operational flow across these sheets.
Complex Pricing Calculations
The most significant challenge lies in determining the price for lift assembly and installation. With over 50 dynamic parameters influencing the final cost and varying tax slabs for different items, the calculation process is notably complex.
Offer/Quote Management
Managing multiple versions of a single quotation presents another hurdle. Prior to order finalization, quotations undergo numerous updates to meet the evolving needs of customers.
Master Data
Assembling a lift entails numerous components, each characterized by distinct attributes such as size, shape, quality, and price, adding to the complexity of the process.
Solution
Understand the Current Process:
Begin by thoroughly understanding the existing business process. Identify all the steps involved, stakeholders, pain points, bottlenecks, and areas for improvement.
Design the Solution:
Create a design for the application that reflects the simplified process. Pay attention to usability, user interface (UI), and user experience (UX) design to ensure the application is intuitive and easy to use.
Algorithm Development:
We craft sophisticated algorithms tailored to calculate pricing, material quantities, taxation, and other intricate parameters.
Database Optimization:
Given the diverse combinations of price, material, and quality within the application, our first step involves analyzing the database schema. Through this analysis, we pinpoint performance bottlenecks to strategically configure optimizations for enhanced efficiency.
Simplified Web Application
Utilize data from all 14 Excel sheets to develop a straightforward 8-step wizard for generating quotations and automatically calculating prices. Users can simply navigate through each step, fill out the forms, and generate the final quotation in PDF format effortlessly.
Allow users to generate new quotes, add items, specify pricing details, and make revisions as needed. Track and manage multiple versions of quotes, including the ability to compare versions and revert to previous versions if needed.
Implement a workflow for quote approval, including routing quotes to managers or other stakeholders for review and authorization. Keep track of the status of each quote (e.g., draft, pending, approved, rejected) and provide visibility into the progress of quotes through the pipeline.
Send quotes to customers directly from the application via email, and track communication history related to each quote. Maintain a centralized database of customer information, including contact details, organization information, and transaction history.
Success Metrics
Save Time: Users can now create quotations more efficiently, leading to faster response times to customer inquiries and potentially shorter sales cycles.
Database Centralization: Centralizing data from all 14 Excel sheets into a single database provides several benefits. Centralization improves data consistency and accuracy by reducing the risk of errors that can occur when managing data across multiple spreadsheets.
Process Automation: Tasks such as data validation, calculation of prices based on predefined rules, and generation of PDF quotations are automated, leading to increased efficiency and accuracy.
Improvised Decision Making: Data-driven insights derived from the centralized database enable better-informed decisions regarding pricing strategies, product offerings, and customer segmentation.
Client Review
Amit is an excellent person to work with.
He is always ready to listen and make amends where required and has done really good work for me. I certainly recommend him and will use his services again.
Sabrina Colla
Marketing Manager
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