lighting design
CASE OF APPLICATION
Lightning-fast sales quotes with RuleDesigner
Digitization of complex sales processes in the lighting industry
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Business Field
Business Areas
Retail, Yachting, Hospitality, Residential, Industrial
Product Tipology
Configurable catalog products
Totally custom products
Needs
Improve the efficiency of processes related to sales and product development
The RuleDesigner approach
Holistic approach to business processes with phased and scalable module implementation at the enterprise level.
Implemented solution
With RuleDesigner, a “digital thread” was created between the sales area and the technical area through the implementation of the web platform for the integrated management of CRM and PLM macro-processes.
Technical Area
The technical area took advantage of a solution dedicated to the management of product information assets capable of:
- facilitate the daily work of R&D teams
- organize and protect product technical data
- share information with downstream functions in an automatic and contextualized way
Sales Area
For the commercial / sales area, an environment has been set up to support the management of complex negotiations through:
- workflows that denote the state of progress
- collaboration tools that facilitate the exchange of information with the internal functions involved
- offer configurator based on company rules and peculiarities
Integrated domains
In addition, the integration of the two technical-commercial domains made it possible to obtain access to cross-sectional information. In particular:
• the information generated by the technical area is immediately available to the sales area in terms of the product catalog that can be offered or documentation to support the quotation
• requests for customized products that are handled by the sales area are guided by a rules-based approach that supports the collection of exhaustive requirements from an informative point of view and ready to be processed by the technical area.
Sales offer configuration process
Benefits
Project / budget progress monitoring at a glance
Simple collaboration between project resources
Access to comprehensive and transversal information
Support for work organization and simplified operations
Integration of the technical and sales domains
Quality and consistency in the documentation produced
Increased efficiency in the quotation and design processes
Building a corporate knowledge base
PRODUCT SUITE MODULES
One global and modular approach
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