Start with the required information
Agree which specifications are needed for a quote: material, quantity, delivery expectation and permitted drawing formats. Keep access to uploaded drawings restricted to the right people.
Back to project explorationsDESIGN WALKTHROUGH / Business software
One enquiry. A shared view of what happens next.
A design exploration for an engineering or manufacturing business coordinating specifications, quotation reviews and customer communication.
Original design exploration. Fictional scenario. No client deployment or measured outcome is claimed.
01 / THE CHALLENGE
Understand the whole journey.
When a request moves between an inbox, a spreadsheet and separate documents, it can become difficult to see who owns the next action. The first phase should make one complete enquiry journey visible.
A focused first phase
Agree the users, responsibilities and acceptance criteria for this journey, then review a prototype before committing to a larger build.
- 01Capture the specification
- 02Assign an owner
- 03Review and prepare a quote
- 04Record the customer response✓
02 / THE DESIGN DECISIONS
Make the important choices visible.
Define ownership and exceptions
Give each enquiry a responsible person and a next action. Design for missing information, revised drawings and reassigned work as well as straightforward requests.
Integrate in stages
Confirm the source of truth for customer, product and order data. Prove a supported integration in a small pilot before replacing a production-critical workflow.
03 / VALIDATION
Test what the journey depends on.
- Organisation and staff permissions
- Drawing access and version changes
- Missing fields and failed integrations
- Export, recovery and handover
04 / MEASUREMENT
Agree evidence before claiming a result.
These are proposed measures to discuss during discovery. A baseline and targets would be agreed for your project.
- Time to a quotation-ready enquiry
- Unassigned or overdue enquiries
- Repeated manual data entry
