People & decisions
Sales, technical reviewers, estimators, and delivery owners with different approval responsibilities.
Software for engineering & industrial.
Technical and commercial decisions must stay connected as work moves from a request to delivery.
Discuss the workflow ↗Connect the handoffs.
- Enquiry
- configuration
- estimate
- quotation
- execution
Each handoff needs an owner, a reliable record, and a path for the case that does not fit the usual sequence.
Map the parts software must respect.
Records that matter
Enquiry inputs, configuration, engineering assumptions, estimate versions, quotation, and execution handoff.
Exceptions to map
Incomplete technical inputs, changed specifications, overridden estimates, and revisions after approval.
One workflow, end to end.
Choose the handoff that creates the most friction. Trace it from intake to completion, including the records people rely on and the exceptions they resolve manually.
Agree the review point
Define who will use the first slice, what completion means, and what evidence will tell us whether it helps. Review that before extending the system.
Bring the current reality
A form, spreadsheet, example record, or walkthrough of a difficult case is a useful starting point.
START WITH THE CONTEXT
Show us where work gets stuck.
Bring the existing records and one difficult handoff. We can define a bounded analysis before implementation.
Show the workflow ↗