Cost estimation and budgeting Tool
The client is facing challenges in accurately calculating their commercial plans due to the absence of a dedicated tool to support planning and commercial computations. They are seeking a unified, single-source solution that enables efficient planning and delivers reliable commercial calculations.
The organization was using a manual process to create project cost estimates and client proposals. Teams depended on spreadsheets, emails, and multiple disconnected tools, which made the process slow and prone to errors.
Provide a single, unified platform for deal creation, pricing, and approval used across all core departments.
It all started with first direct discussions with the PM and BA to understand the project goals, timelines, and target users.
Conducted one‑on‑one meetings with prime stakeholders to understand current workflows, tools, and bottlenecks.
Have 3 weeks intense collaboration with identified key users from sales, pre‑sales, delivery, leadership department & their key points.