How it works

A methodical path from workflow audit to production.

Start with representative requests and an agreed way to measure success. Each phase ends with a decision about whether the next phase makes sense.

01 / Engagement path

See it work before it enters your operation.

Map intake, file handling, missing-information checks, approvals and the tools your team uses.

Walk through a representative RFQ. Check the structured output and the questions that reach your estimator.

Test the agreed workflow on approximately 25–50 historical RFQs and assess it against explicit acceptance criteria.

Connect the agreed production tools, put approvals in place and validate the handoff.

Monitor the deployed workflow, review exceptions and maintain the agreed integrations.

02 / Audit and pilot

Bring a walkthrough and representative packets. Record time spent preparing RFQs and identify where the estimator has to intervene.

Compare the output with the team's expected fields, source files, clarification flags and outputs. Note errors and exceptions.

Review pilot results with the estimator. Proceed to implementation only when the team agrees that the quality and scope justify it.

03 / Indicative pricing

USD pricing is indicative. Final scope depends on workflow complexity, integrations and the requirements agreed during the audit.

Validate a defined workflow against historical RFQs before committing to production.

The typical combined engagement includes the pilot. The remaining scope and milestones are agreed separately.

Ongoing monitoring and improvements for the agreed production workflow.

Show us how your team turns an incoming request into a quote-ready job.