
SUCCESS STORIES
Optimising Sales Quotation Process for KraussMaffei
2023
March
Challenge
KraussMaffei, a leading international machinery manufacturing company, aimed to enhance their sales quotation process to better manage complex machinery products and efficiently incorporate customer-specific requirements. The existing system faced limitations in seamlessly integrating customised items into quotations, leading to a more time-consuming process and potential inefficiencies in data management.
KraussMaffei Technologies GmbH
Manufacturing
Munich, Germany
KraussMaffei, based in Munich, Germany, is a leading manufacturer specializing in advanced machinery for plastic and rubber processing. Known for their innovative solutions and commitment to quality, they serve a wide range of industries, enhancing efficiency and productivity through cutting-edge technology.
Solution
We developed a customised application leveraging Microsoft Power Platform technologies to streamline their quotation process while seamlessly integrating with their existing infrastructure. The technical details of our solution included:
Development of a Custom Power App:
Created a user-friendly application using Microsoft Power Apps (Canvas App), enabling sales representatives to easily add or create custom items within quotations.
Provided an intuitive interface that simplified the incorporation of unique customer specifications.
Centralised Data Management with Dataverse:
Utilised Microsoft Dataverse as the central database to store all custom items and related data.
Ensured data consistency and accessibility across the organisation, allowing for real-time updates and collaboration.
Detailed Cost Calculations:
Integrated comprehensive cost calculation features covering engineering, manufacturing, measurement, installation, commissioning, and material costs.
Enabled precise pricing by automatically calculating costs based on input parameters.
Document Management Integration:
Implemented integration with SharePoint for secure storage and management of documents and files associated with each custom item.
Allowed users to attach relevant documents directly within the app for easy access and reference.
Version Control and Tracking:
Incorporated custom versioning to track changes to custom items and quotations.
Maintained a clear history of modifications, facilitating accountability and quality control.
Advanced Search Functionality:
Developed robust search capabilities to quickly find existing custom items with similar specifications.
Enhanced efficiency by enabling the reuse of components and reducing duplication of effort.
Data Export and Integration:
Enabled the app to generate data files in compatible formats (e.g., XML) for import into existing enterprise systems.
Ensured seamless integration with KraussMaffei’s broader IT ecosystem without disrupting current workflows.
Outcome
The implementation of the new solution significantly improved the efficiency of KraussMaffei’s sales quotation process. By introducing a dynamic, centralised system for highly engineered items, sales representatives could seamlessly incorporate customer-specific requirements into quotations. This accelerated the creation process.
The intuitive application interface and compatibility with existing systems led to increased productivity and optimised business processes. KraussMaffei was able to provide more timely quotations to their customers, strengthening their competitive advantage and enhancing overall customer satisfaction.