Project context

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.

There was no single system to manage pricing, resources, and margins, resulting in confusion, rework, and misalignment between teams.

What was Problems

The existing project pricing process suffered from three core issues:

High manual effort: Sales and pre‑sales teams spent a large portion of their time on manual calculations and data consolidation instead of engaging with clients.
Error-prone workflows: Inconsistent spreadsheet templates and duplicate data entry increased the risk of pricing errors and margin miscalculations.
Low visibility: Stakeholders had limited transparency into resource allocation, cost drivers, and approval status, making governance and decision‑making difficult.

Business goals

Provide a single, unified platform for deal creation, pricing, and approval used across all core departments.
Automate commercial calculations while maintaining accuracy and control over margins and discounts.
Offer real‑time visibility into resource loading, costs, and profitability to all relevant stakeholders.
Reduce time‑to‑proposal and minimize back‑and‑forth between teams.

Success would be measured by reduced manual effort, faster deal turnaround, fewer pricing errors, and stronger governance over approvals.