PriceFlow Manager 365

Managing project price calculation and approval

Creating a project for delivering and integrating complex technological hardware is a long and labour-intensive process. The supplier employees need to not only select the appropriate interconnected goods and services for the client, but also take into account special deal conditions unique to the client, and reconcile the proposal with the appropriate managers. In order to speed up and automate this process, we offer the “PriceFlow Manager 365” system built on the Microsoft 365 platform.

PriceFlow Manager 365

Managing project price calculation and approval.

The Task

Sales specialists need to calculate the total cost of a project and generate a business proposal that includes all the necessary positions and the special deal conditions offered to the client, and to quickly get this proposal reconciled by the appropriate managers.

Brief System Description

The project cost calculation system incorporates automating the entire generation and reconciliation process. This applies to each specific project and includes all delivery and installation conditions either provided, or selected from a list. Unlike a standard reconciliation system, our product generates and specifies proposal parameters at different stages, where different departments (sales, IT, etc.) enter the appropriate values. The system is designed for large enterprises that generate complex multi-positional proposals for projects unique to each specific client that involve different parameters and delivery conditions.

The system tracks the reconciliation process state at each stage, and generates the final proposal. The administration functions let you control the employee access privileges, and quickly change the people responsible for each part of the reconciliation chain.

The system takes into account the following when creating a proposal:

  • Whether competitors have proposals (makes, models);
  • Whether the project needs to be delivered and installed;
  • Who the deal participants are (distributor, partner) and what their status is;
  • Whether there is a basis for a discount;
  • What the expected dates for order placement and deal closure are;
  • Whether there is a warranty (type, duration);
  • Whether there are special conditions for starting the equipment;
  • What the delivery and payment requirements are.

As the proposal moves across the reconciliation chain, the system takes into account the start and end time for the reconciliation process at each stage.

Access Control System

The system includes a special access control system. In it, account managers can only view their requests, as well as the reconciliation path for them, while team leads can see all of their subordinates’ requests sent for reconciliation. Financial controllers can see all requests from all employees with details for every stage of the reconciliation process. Everyone only has access to the requests that concern them, where they can see the final status and their responses. The Administrator role has expanded access privileges. They also have the ability to display information about requests being reconciled in short form: initiator, status, name, and a unique ID.