Skilled trades

Custom-tailored conservatories

Two thirds less back-office effort.

Quotation variants can be handled with far fewer queries. Because dimensions, specification and equipment are already available in structured form, costing starts with complete information instead of the first follow-up question.

less back-office effort
⅔
less back-office effort
View through a glass roof into the sky

Overview

01 · Problem

Every building project brought variants, queries and manual quotation work.

02 · Approach

A guided configuration prepared the costing and the contract process.

03 · Result

Back-office effort fell by about two thirds; additional enquiries could be handled better.

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Before / after

What changed in the business.

Back-office effortBeforeThe quotation emerges from queries and coordinationAfterabout two thirds less
Data qualityBeforeCustomer information incompleteAfterGuided steps deliver information that can be costed
Enquiry volumeBeforeDigital enquiries tie up the teamAfterMore enquiries can be handled

Skilled trades

Automating the quotation process for conservatories

Starting point

With bespoke conservatories, terrace roofs and shading, survey, specification and equipment produce many quotation variants. In the business, queries and repeated coordination tied up valuable time.

How does a conservatory configurator reduce quotation effort?

During the project, several consecutive configuration steps were built that make customer information usable for internal costing.

Specialists check the prepared results and see the process through quotation and contract. Back-office time fell by about two thirds; at the same time, more enquiries from digital channels could be handled.

At a glance

Levers and services.

Services
ConceptImplementationSupport

Result

Result and assessment.

less back-office effort
⅔
less back-office effort

Quotation variants can be handled with far fewer queries. Because dimensions, specification and equipment are already available in structured form, costing starts with complete information instead of the first follow-up question.

What entrepreneurs can take from this

Where every quotation is a variant, time is saved not by faster typing but by complete information before costing begins.

A mechanism, not a promise of results: the effect depends on your starting process.

What this means for you

Building blocks from this case.

This project gave rise to use cases that we now deploy in other companies, adapted to their processes.

Frequently asked questions

Questions about this case.

Your question is not here? In the initial conversation we take 30 minutes for your specific topic.

No. It ensures that customer wishes arrive in a structured way and that costing is prepared. Specialists check the result and carry the quotation and contract forward.

Quotation variants can be handled with far fewer queries. Because dimensions, specification and equipment are already available in structured form, costing starts with complete information instead of the first follow-up question.

The principle yes, the implementation never one to one. Where every quotation is a variant, time is saved not by faster typing but by complete information before costing begins. In the initial conversation we check which part of it has the greatest leverage for you.

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