Reinventing Workflow Management for Yenem Engineering
Problem Statement:
Dave from Yenem approached us via a community forum, emphasizing concerns related to delays in their quoting process. These inefficiencies were impeding their ability to grasp new business opportunities, and they sought to revamp their workflow management.
Company Goals:
- Quoting Efficiency: Minimize the time taken to dispatch quotes to potential clients.
- Workflow Optimization: Establish a comprehensive end-to-end workflow, from quote creation to invoice dispatch.
- Enhanced Visibility: Improve the visibility of ongoing projects (WIP).
- Real-time Insights: Integrate dashboards to monitor project progress in real-time.
Area of Expertise Provided:
- Workflow Management
- Data and Analytics
- Dashboards Setup
Recommended Solutions:
- Quoting Process Overhaul: Reduced time consumption in creating and dispatching quotes.
- End-to-End Workflow: Introduced a holistic agile workflow, focusing on efficiency from quote generation to invoice delivery.
- Visibility Enhancement: Implemented data tools to offer better insight into ongoing projects.
- Dashboard Integration: Crafted dynamic dashboards for real-time tracking of project metrics.
Implementation & Challenges:
Our solution centered around integrating an asynchronous workflow:
- Form Setup: Introduced a form capturing comprehensive project data.
- Spreadsheet Integration: Seamlessly merged form data into a centralized spreadsheet.
- Notification System: Automated alerts expedited the quote creation process.
- Efficient Data Exchange: Allowed for swift data transfer, ensuring timely quote generation.
- Issuance Time: A streamlined process culminating in a 1.5-hour turnaround for quote issuance.
- Workflow Enhancement: Further optimization ensured quotes moved smoothly from creation to issuance.
Results Delivered:
Yenem’s quoting process witnessed a transformative shift. What once took them three days to complete, now remarkably concludes within 2-3 hours. This agility ensures Yenem remains competitive, capturing business opportunities rapidly.
Ongoing Support:
We extend our expertise in managing WorkflowMax, a potent workflow management tool, ensuring Yenem has a seamless process in place. From quote generation to detailed reporting, our continued support ensures Yenem remains at the pinnacle of operational efficiency.
Conclusion:
Yenem’s journey with us emphasizes the importance of streamlined workflows in enhancing business competitiveness. With the right processes and tools, businesses can revolutionize their operations, ensuring they remain agile and responsive in the face of opportunities.
Testimonial
Its been a really good experience with insight consultants looking after the backend service of our workflow helping us on the day to day project management, invoicing and all that sort of thing.It’s an amazing help versus having to do it ourselves.
Dave Meney
Director
https://www.youtube.com/watch?v=Rlk_0mS4dbk&t=3s
