Proposal Assistant with pricing engine
Codellent
Category
Overview
different products in pricing engine
Proposal Assistant application
use-cases solved in one solution
Challenge
Bollerup-Jensen are looking to improve the business performance and processes by implementing more digital tools and initiatives. Be more efficient and activate data more. One of the key processes to improve is the creation and calculation of proposals for customers as the process is very manual with product and pricing complexity. As the process is semi-structured and most inputs to create proposals are based on existing ERP-data (product, pricing etc.) a more automated engine can be developed.
Solution
Codellent designed, developed and implemented a complete data- and application-solution to automate pricing and proposal generation. The Proposal Assistant are based on data from the ERP-system that is integrated and transformed to create a consistent, reliable and updated foundation. On top of this, a web-based price engine and user interface were developed. The solution combines information from bills of materials and supplier data to calculate up-to-date cost and sales prices based on a configurable profit margin. Through an intuitive and interactive interface, users can explore products, customize selections, and quickly build offers with automatically calculated cost and sales prices.
End-to-end data foundation automated pipelines and transformation in Azure and dbt
Web-based application with pricing engine and dynamic proposal builder in Streamlit
The Result
The implemented solution has streamlined Bollerup-Jensens pricing and proposal process, providing a centralized and transparent overview of product cost structures. What previously required manual data gathering and spreadsheet calculations can now be performed automatically and in real time through the application interface. This way the Proposal Assistant has improved time-to-market and scaled the sales process.