RFQ automation case study
A high-volume quoting workflow was slowing response time, creating repeated data entry, and making it harder for the team to keep speed and accuracy in balance.
The team had a meaningful revenue workflow, but too much of the process still depended on repeated review, manual routing, and data entry. That made it harder to respond quickly without adding more people or pressure.
Opportunity
The value was not just faster quote creation. The bigger opportunity was to make the RFQ process easier to route, measure, and improve so the team could respond with more confidence as volume increased.
What we did
We looked at where RFQs entered the process, where information was reviewed, and where quote activity slowed down.
The goal was not to automate everything. It was to identify which steps could move faster while keeping the team in control.
The solution needed to improve response speed and make the quoting workflow easier to understand, manage, and improve over time.
Solution
Teric helped create an automation path that supported RFQ intake, data handling, routing, and quote-processing visibility. The work reduced manual burden while keeping the process understandable for the people responsible for the outcome.
Services used
Connect the workflow and build the pieces existing systems cannot cover cleanly.
ServiceData Strategy & IntelligenceMake quoting activity easier to see, measure, and improve over time.
ServiceAI CompassIdentify where AI and automation can create measurable value first.
Results