Quoting a fortnight faster, and knowing which work is worth taking
A subcontract machining firm quoting bespoke work off drawings. Estimating was one person, and when that person was on holiday quoting stopped. Job costing happened after the fact, in a spreadsheet, which meant the firm knew whether a job had made money about six weeks after it finished. Certification and traceability paperwork was a filing job nobody wanted.
Five areas: enquiries and estimating, production, quality and traceability, invoicing, people. Plugged into their MRP system, their accounts package and the works inbox.
A worked example, not a delivered client project. Modelled on a real build shape and on published UK subcontract manufacturing benchmarks for quote turnaround and estimating load. The before figures are typical of a firm where estimating sits with one person.
Their business, area by area.
Click an area in the rail. Every number on it carries the arithmetic that produced it, because a figure you cannot check is worth nothing.