What changes
Before
In this demonstration, a customer request mixes short item names, quantities, and a discount request. The sales team checks the details in several places before the order can be prepared.
With the workflow
The request, stock check and pricing exception stay together. Approval is required before the quote can become an accepted order.
See the complete workflow
Before
- Read the customer email and interpret item shorthand.
- Check stock and pricing separately, then ask a manager about the exception.
- Copy the accepted quote into an order and gather the earlier decisions.
With the solution
- Check the requested items and ask for missing details before preparing a quote.
- Check the example stock and prices, then ask a person to approve an unusual discount.
- Pass the accepted items, delivery details and approval history to the delivery team.
What this demo does
Working features
- Open requests, inspect stock and prices, and filter by status.
- Choose the intended item and decide whether to approve an unusual discount.
- Follow the quote into an order, inspect its history, reset, and compare processing-time assumptions.
What is simulated
- Incoming customer email
- Inventory, pricing, and CRM connections
- Customer acceptance and operations system handoff
Inventory, prices and order decisions stay inside this demonstration. No quote is sent and no external order is created.
Fixed rules read the example requests. Prices, stock, approval decisions and customer acceptance exist only inside the demonstration. Faster processing does not by itself establish more sales or reduced payroll.
How the estimates work
A transparent processing-time comparison
Adjust workload and minutes in the demonstration. Human exception handling remains part of the work.
Monthly capacity released = workload × (manual minutes per request − connected-workflow minutes per request) ÷ 60. Include human exception handling in the connected-workflow assumption. Capacity is time available for other work, not automatic cash savings.
These calculations use the stated assumptions. They are not client results, forecasts, or guarantees.
Try the demoHow a real project would be built and supported
Project stages
- Agree the request details, product list, pricing rules and delivery requirements.
- Connect test records and build one complete path from request to order.
- Test missing details, repeated requests and failed transfers with sales and delivery.
Support
Support could cover failed transfers, product-list changes, pricing rules and requests that still need clarification. Sales and delivery would each have a named person responsible for their decisions.