Current-state workflow map
RFQ entry, qualification, technical checks, costing, quote versions, approvals and order handoff.
Manufacturing RFQ Workflow Review
Turn one representative RFQ into a clear map of intake, technical review, costing, quote revision, commercial approval and ERP handoff. The output is a written, bounded decision document—not a generic software pitch.
No payment is requested at enquiry. Fit, fee, delivery date and exclusions are confirmed in writing first.
A useful fit when quoting crosses several roles
- Sales receives drawings, specifications, quantities or customer-specific terms through email and spreadsheets.
- Engineering, purchasing or operations must check feasibility before a price and lead time can be committed.
- Quote revisions, discount or margin approvals are difficult to reconstruct later.
- An accepted quote is manually re-entered into CRM, ERP or production systems.
Not the right product for every problem
- A simple price-list quotation with no technical review or approval path may not need a custom workflow.
- This is not an ERP selection exercise, financial audit, penetration test or legal compliance review.
- It does not include configuration, coding, migration, production access or guaranteed commercial outcomes.
- Several independent business units or substantially different RFQ paths require separate scoping.
What the review includes
The review follows one representative workflow so the findings stay concrete and usable.
Record and ownership matrix
The important fields, their authoritative source and the role responsible for each decision.
Exceptions and control gaps
Missing information, expired quotes, unavailable materials, low-margin approvals and failed ERP handoffs.
First-release recommendation
A prioritized boundary, acceptance criteria, dependencies and explicit exclusions for the smallest useful release.
How the review works
-
1
Send a short intake
Name the systems, roles and the point where the workflow currently loses clarity.
-
2
Share sanitized evidence
Provide up to two representative artifacts, such as an RFQ and quote, plus existing workflow notes if available.
-
3
Join one working session
Walk through the actual path and the exceptions that are usually omitted from a process diagram.
-
4
Receive the written review
Review the workflow map, ownership decisions, risks and recommended first-release boundary.
What to prepare
You do not need a formal specification. One sanitized RFQ or quote and the people who understand the exceptions are more useful than a long feature list.
- One representative request and its latest quote revision.
- The roles involved in technical, commercial and order approval.
- The CRM, ERP, spreadsheets or mailboxes used along the path.
- One or two examples of rework, delay or lost context.
What happens after the review
You can use the document internally, take it to another vendor or ask me to estimate the recommended first release. Implementation is a separate decision; the review does not require a follow-on build.
Send the IntakeQuestions before requesting the review
Do you need access to our production ERP?
No. The review can normally start with sanitized RFQ and quote examples, workflow notes, screenshots and an explanation of the systems involved. Production access is not part of this service.
Is this an implementation project?
No. The output is a written workflow and scope review. Configuration, software development, data migration and vendor implementation are separate engagements.
Can the review work with our current ERP and CRM?
Yes. The review identifies which system should own each important record and where a controlled handoff, read model or integration may be needed. It does not assume the existing systems must be replaced.
How are fee and timing agreed?
The intake first confirms that one RFQ workflow is in scope and that representative material is available. A fixed fee, delivery date and any exclusions are then confirmed in writing before work starts.