The need
In 2014, this digital services company (ESN), decided to harmonize and optimize its process of elaboration and validation of quotations and offers which was previously managed on paper and posed the following problems:
- Little visibility on the commercial, technical and legal validation process of offers before they are sent to clients
- Unsatisfactory risk management
- Loss of time in the validation, follow-up and monitoring of offers internally and with customers
- Lack of total traceability at the process level: what? who? for when? where is the treatment status?
- On-line input and validation of offer reviews.
- Reduced processing times thanks to an integrated workflow system.
- Eliminate the risks associated with manual management.
- Simplified management of the activity thanks to indicators accessible in real time: what? who? when? why?
The solution
The return on investment
Today this bid review management solution is successfully used within the company's various departments and sites and allows the sales and technical teams to also respond to other business issues such as quality management, health and safety risk management and the monitoring of employee training and authorizations.
To go further
In this client project, the following points were decisive:
- An open solution, capable of integrating with the client's information system (CRM application, messaging, etc.).
- A software accessible to operational staff allowing them to reconfigure their application: form, workflow, business rules... without going through heavy and expensive developments.
- An ergonomic user interface that makes it easier for users to get to grips with the tool.
Our clients testify
What seduced the users and myself, are the modernity of the interface and the functional richness of Avanteam solutions.
With Avanteam Process Studio, we have already automated around ten value-added business workflows for the company.
We chose Avanteam for the speed of implementation and the ability to customize the solution independently.
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Avanteam in figures
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growth over the last 5 years
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of sales invested in R&D
agencies in France
clients from all sectors of activity
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