Metal manufacturing order and drawing review portal
The customer submits drawings, aligns the proposal and tracks the order. The manufacturer sees the previous arrangements, making it easier to evaluate a re-order or the change of the drawing.
The client's drawings, quantities, tolerance adjustments and acceptance of the offer are received through different channels. The re-order is copied without checking which version the customer has approved. Sales and technology teams repeat the adjustments, take the offer or pass a non-matched requirement to the customer for production.
How the solution works
- The customer submits a detail request with drawings and necessary adjustments.
- The technologist and sales team evaluate the feasibility, price, and version provided to the customer.
- The accepted order is passed on to the production process, and the customer receives the execution information assigned to him.
Key challenges
- Customer requests and drawing alignments are not transmitted as a single order
Solution capabilities
Query and drawings
The customer provides a drawing of the detail, quantity and preferred deadline. The specialist indicates to the request what dimensions or documents are still missing to prepare the proposal.
Review of the Commercial Proposal
Price and term are provided with included conditions and state of technological verification.
Client-Approved Version
The approved proposal is linked to the drawings applied to it. When these are changed, the specialist is transferred to assess how the price, works and term change.
Re-order
For re-purchase, the customer uses the data of the previous product; the relevant version, quantity and supply conditions are confirmed at the time of order.
Enforcement and documentation
The order process, partial delivery and quality documentation for the customer are sourced from the manufacturer's responsible systems.
Business context
- Customer requests and drawing alignments are not transmitted as a single order
- The client's drawings, quantities, tolerance adjustments and acceptance of the offer are received through different channels. The re-order is copied without checking which version the customer has approved. Sales and technology teams repeat the adjustments, take the offer or pass a non-matched requirement to the customer for production.
- It is convenient for the customer to return with a new or re-order
- Industry customer wants to submit a drawing, find a coordinated offer and see the progress of the order. Linked history of queries and documents facilitates re-purchase of the same part. The manager has more time left to discuss technical conditions and new needs of the customer.
Core features
- Query and drawings
- Review of the Commercial Proposal
- Client-Approved Version
- Re-order
- Enforcement and documentation
Key integrations
- Customer and order management
- Offer, customer terms and accepted order.
- Management of technological documents
- The technologist verification and production-approved version.
- Production and Quality Systems
- The client is provided with the status of execution and approved documents.
Potential impact (%)
The ranges indicate an illustrative relative change in the metric under the stated assumptions. Results depend on the starting position and actual use of the solution. Percentages for different metrics must not be added together.
Request information revision time
12–36%Decreasing
This illustrative scenario assumes that 30-60% of manual data entry and handover work can be addressed. That share is assumed to fall by 40-60%. Company data is needed to verify both the addressable workload and the resulting change.
The minutes of active administration are measured per query of a group of comparable details, separately capturing the time of technological computation.
Part of orders with a mistransmitted version of the customer drawing
5–25%Decreasing
This illustrative scenario assumes that 20-50% of missed actions can be identified through task and deadline tracking. That share is assumed to fall by 25-50%. Company data is needed to verify both the addressable share and the resulting change.
The number of orders that had a documented version transfer error is divided by all orders in the period that are subject to drawing matching and multiplied by 100.
Value of re-orders of metal products
1–7%Increasing
In the example scenario, 25-45% of the original indicator value is associated with a clearer repetition of the previous metal product order. This part is predicted to grow by 5-15% without other conditions changing.
The value and margin of repeat orders of the same customers are compared; the request for a modified design is separated from the exact repetition.
Conditional calculation scenarios. The assumptions have not been validated against client measurements.
When this solution is relevant
- The client's drawings, quantities, tolerance adjustments and acceptance of the offer are received through different channels. The re-order is copied without checking which version the client has approved.
Implementation requirements
Rules for approval of draft versions and commercial offers are prepared for the customer portal. There is agreement as to who confirms the changed price, term and technological version, and the state presented to the customer is associated with the decision made by the manufacturer.