AI & BI use case · Generative AI

Quote configurator

Create quotes faster and without errors.

What it's about

The quote configurator combines customer requirements with product rules, prices and lead times, automatically determining suitable variants and prices.

  • Faster processes
  • Less manual work
  • More transparency
Business case & ROI
−50 %

quote time

−20 %

incorrect quotes

3–6 Mon.

payback

+25 %

quote volume

Calculated from more processed inquiries, fewer renegotiations and higher win rates.

How we do it
  1. 01

    Data integration

    Consolidate data from ERP, MES and further sources for Quote configurator.

  2. 02

    Data quality

    Clean, harmonise and validate data for plausibility.

  3. 03

    Model development

    Train and validate the Quote configurator model on historical data.

  4. 04

    Pilot

    Pilot Quote configurator in one area and collect feedback.

  5. 05

    Rollout

    Scale the solution and integrate it into operational processes.

5

Steps

6

Data sources

4

Stakeholders

From first data access to production – every step delivers a tangible interim result.

Data typically needed

Customer data

Contracts, cases and communication.

Product data

Bills of materials, variants and life cycles.

ERP data

Master and transaction data from ERP.

Documents

Specifications, quotes, contracts and reports.

Order data

Customer orders, line items and dates.

Supplier data

Lead times, certificates, prices and ratings.

Stakeholders
  • Sales

    Uses data-driven pricing and sales steering.

  • R&D

    Uses data for product and process improvements.

  • Controlling

    Quantifies effects and supports budgeting.

  • IT

    Builds on a scalable and secure data infrastructure.

Typical business value
01

Faster processes

02

Less manual work

03

More transparency

04

Higher margins

05

Higher customer satisfaction

The data platform advantage

With a solid data foundation this use case gets faster, cheaper and far more stable.

Central data platform

Real-time data integration

Scalable analytics pipelines

Reusable data products

Build a data platform
Synergies & positive side effects

GenAI assistance

Language models unlock documents and knowledge.

Document management

Reports and protocols are managed centrally.

Demand forecasting

Data flow enables more precise forecasts.