Case Study

The Situation

The client, a leader in providing mission critical products and services to the global refining and petrochemical industry, was using a legacy engineering estimating system they had outgrown. Due to increased customer volume and an increased number of sales people, it was difficult to understand the sales pipeline and know where bottlenecks occurred in the process.

The Solution

Waypoint project-managed a two-month custom development project taking the existing code and modifying it. Waypoint added enhancements that improved reporting and added additional data collection fields and role based security and tracking.

The Benefit

The client can now track the sales pipeline, perform trending analysis and more accurately calculate margins – overall increasing productivity and profitability. The client also can manage the quote life through sales and engineering, predicting any bottleneck situations and proactively navigating through the process.