Industrial equipment sales
A business case built from the site up.
Build the commercial case from the site visit. A guided sales application carries the survey, labour model, machine basket and assumptions into a saved cost comparison and generated proposal.
- Power Apps
- SharePoint
- Power Automate
THE BUSINESS NEED
Start with the work that needs to improve.
A sales business case must connect the actual site, labour and machine selection to the numbers presented to the customer. The original app lost analyses and calculated from highlighted dropdowns instead of the selected fleet.
A saved proposal connects the site survey, machine basket, cost model and customer document.
The system behind the work
See how the work connects.
Choose a business view, follow its path, then see the related project screen.
Sales workflow
Saved proposal
Calculation & documents
Commercial review
The related project screen
Understand the site
Site audit
Original project prototype: site audit, with sample records.
01 / 04Build the fleet
Machine basket
Original project prototype: machine basket, with sample records.
02 / 04Review the case
Review the business case
The same sample proposal compares five-year modelled costs and savings. The result labelled ‘Total Co-Botics Investment’ includes capital allocation, maintenance and labour across five years; it is not the fleet purchase price or realised savings.
03 / 04Create the proposal
Proposal summary
The proposal brings equipment and model outputs together. Its investment figure combines the purchase price of both comparison fleets plus one maintenance term; it differs from the five-year modelled cost total.
04 / 04CONTINUE THROUGH THE WORK
The context carries through.
Current operation
Original project prototype: current operation, with sample records.
Cost assumptions
Original project prototype: cost assumptions, with sample records.
FROM ARCHITECTURE TO EVERYDAY WORK
One system. A clearer way of working.
A traceable commercial proposal built from the selected site, labour and machine assumptions.
What we delivered
- A saved proposal from site survey to machine selection
- Cost and cash-payback modelling from explicit assumptions
- Proposal generation using the calculated results
Original project prototype with anonymised sample data. The screens explain the workflow; implementation details are supported separately by project records.
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