Case study · Quoting process
The stack becomes a single case.
At Innotech we built the quoting process that nobody had ever built. The effort per quote fell by 90 %.
90 %
less effort in the quoting process
300 → 30
minutes per quote
- Industry
- Manufacturer, fall protection and building products
- Location
- Kirchham, Upper Austria
- Size
- approx. 70 employees, approx. 2,000 partners
- Service
- Enquiry → Quote
- Evidence
- Innotech is also a shareholder of Minotera today.
At Innotech
One morning, twice.
Schematic. Only the two durations were measured: 300 minutes per quote before, 30 minutes today. The stations and their times show a typical process, the free time is calculated.
An enquiry comes in, by phone, mail or WhatsApp, usually with half the information.
Before
300 minutesMeasured
Today
30 minutesMeasured
Same scale: 08:00 to 13:00
Before
SchematicPDF
Open and read the drawing or data sheet in the PDF.
Excel
Copy dimensions and quantities into an Excel list.
Query
Ask the customer, because details are missing.
Waiting
ERP
Look up items and prices in the ERP.
Word
Put the quote together by hand in Word.
Email
Have the quote checked and send it by mail.
Quote ready
300 minutesMeasured
Today
Approval
Every channel becomes one case. A person reviews and approves.
Quote ready
30 minutesMeasured
4.5 hours free
Calculated300 minutes minus 30 minutes is 270 minutes.
The rest of the morning belongs to day-to-day business again.
Starting point
An enquiry comes in by phone, by mail, by WhatsApp, usually with half the information. Turning that into a quote burns hours. Not because anyone works too slowly, but because nobody ever built that process.
Approach
- 01
Understand
We recorded the process the way it really runs: from the arrival of the enquiry to the finished quote, system change by system change.
- 02
Design
The current process became a target process: enquiries from every channel land in one case, a person reviews and approves.
- 03
Build
The new process was built and tried out step by step with the people in sales.
- 04
Roll out
The rebuild went into daily work. We compared the effort per quote, before against after.
Result
90 %
less effort in the quoting process, our first rebuild at an Upper Austrian manufacturer.
Method of measurement
Comparison of the effort per quote before and after the rebuild.
30 instead of 300 minutes
Effort per quote, measured in minutes.
Method of measurement
Effort per quote in minutes, before against after.
The first step
How much of your morning does a quote cost today?
Free of charge. We come to you. If you prefer, by video.
Wolfgang AuerCEO
Julian KrannerCOO