From Word documents to an offer-to-order pipeline
- Client
- An SMB reselling enterprise engineering software (Siemens Teamcenter, NX, and Solid Edge).
- Problem
- Every salesperson assembled offers by hand in Word and emailed them out, with no standard process, no pricing consistency, and no trail.
- What I did
- Designed and built a web application (Ruby on Rails, PostgreSQL, Redis) that pulled products, pricing, clients, and contacts live from the company's CMS. Sales composed offers from real data instead of retyping it, tuned pricing within company discount parameters, versioned and sent offers, and tracked their status. Accepted offers were screened internally and became orders in the ERP automatically.
- Outcome
- The entire sales team moved onto the system, the offer lifecycle was standardized end to end, and manual-input errors disappeared. I began this system as an employee and kept evolving it for a year afterwards as an independent consultant, then handed it over entirely. The client still runs it without me, which is the point.