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Quote Approval Process Automation Spanning Multiple Systems .

We helped the manufacturing company with integrated process automation and reporting system using Microsoft Technology stack.





About Crane Co

Crane Co., is a diversified manufacturer of highly engineered industrial products with a substantial presence in a number of focused niche markets. With approximately 11,000 employees working together across 25 countries. Its business segments are Aerospace & Electronics, Engineered Materials, and Control systems.

Crane Co. had a mechanism of approving quotes that spanned across around 15 systems and took a lot of time for approval and thus delaying the process. Crane now needed a single global quote approval system that will reduce quote approval times. Also, they need help remove the inconsistencies and redundancies of utilizing and maintaining numerously automated or manual systems.

Country
The United States

Industry
Manufacturing

Partnership
Nine Years Strong

15+ Systems Integrated
50% Faster Approval rate
5% Peaked Closure Rate


Partnership goal

To get a single unified quote approval process
with integrated process automation


Goals

To build a process that emphasized coordination with multiple teams. They also wanted to centralise the repository to make it easy for senior management to review. Getting rid of hierarchy and streamlining the approval process and delivering automated solutions for data analysis was another goal. 

Solutions

We conceptualized a Hit Rate Approval system as an intranet-based web application that facilitates the two core processes of quote approval and hit rate recording. The app implements a single unified quote approval process for all quotes at all sites. Each site uses the application to progress its Quote approvals.





Our Involvement

Development Partner To Build A System
For Process Automation


The Start

Crane Co. had a mechanism of approving quotes that spanned across around 15 systems and took a lot of time for approval and thus delaying the process. They lacked a centralized control and auditing process and the current system they had was highly inefficient.
We analyzed the situation and conceptualized an intranet-based Hit Rate Approval system. It facilitated the two core processes of quote approval and hit rate recording. It also provided the business with a single database of all quote hit rate information which will ultimately be used for hit rate reporting.



Our Deliverables

01
We added components for roles management where hierarchal roles can be added efficiently.
02
We provided a data importing module via SQL Server Integration Services for earlier quote data.
03
We delivered a quote approval process and a dashboard to manage and auto-assign quotes.


Our Engagement

Classic Informatics Built a Process Automation
Application for Crane


Crane Co needed to automate processes for its multiple systems

We built a Hit Rate Approval system, which is an intranet based web application facilitating the core processes - quote approval and hit rate recording. All the multiple systems can use the application to progress quote approvals or manage hit rate information.

Crane Co wanted a solution that was easy to scale and expand with time  

We selected the Microsoft Technology stack to execute and implement this solution. An enterprise level framework was required to develop such a solution. And a highly scalable and robust solution was needed for steady expansion with time.



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