The organization
The same millwork manufacturer in Rhode Island, a few months after the quoting system went live.
What was happening
With quoting capacity no longer the constraint, intake became one. Around a hundred bid invitations arrived every day by email. Nobody could read them all, so good opportunities were missed and the ones that got answered were whichever happened to be on top of the inbox.
What we looked at
What made a bid worth pursuing for this plant: project size, location, general contractor, timing and scope. Most of it was already being judged by the estimator in a few seconds per invitation. The time went into opening and reading them.
What we built
A system that reads each invitation as it lands, pulls out the details that matter, adds it to the bid schedule and ranks it against the plant's own criteria. The estimator still decides what to bid. The system decides what reaches the estimator first.
What changed
The estimator reviews the best forty or fifty a day instead of all hundred, and nothing worth bidding gets buried. Together with the quoting system, the plant now controls which work it takes on instead of answering whatever arrives first.
More delivered work
- Millwork manufacturer Material takeoffs that took up to a week per job now take minutes, with the same estimator.
- Construction company Jobs, money and open issues on one screen, with urgent items pushed to the owner the moment they happen.
- Construction company What one person knew became procedures anyone can run, with visibility for the owner.