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Client:
Construction
division of fortune 500 company
Client's
Industry:
Construction
Services
Provided:
Automating
Risk Analysis and Pre-Bid approval process using Outlook
Forms. |
CASE
STUDY
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Challenge: Building Technologies division of a fortune 500 company
was interested in streamlining the Risk Analysis and
Bidding Approval Process so that the sales in North
America can be improved. This also help company to take
right decision in pursuing the opportunities with an
appropriate risk analysis and to gather more information
upfront. And also to help the organization in reducing
the sales cost.
Solution: At the time and with the available
technology in the market, we identified that Microsoft
Outlook Forms was the best option to address the
challenge. USATInc the premium Business IT Solutions
provider, took the challenge and worked with the
client in finding the efforts and hurdles involved.
The team of experts at USATInc analyzed the variables in
the initiative and brainstormed with the client in
deriving the right approach to meet the given task.
Project execution is started upon the definition of the
scope, schedule, budget and Quality measurements. The
systematic approach and Project Management methodologies
were put in place during the course of meeting the
challenge.
Result: USATInc was able to deliver the
desired result while meeting the scope, time and budget
constraints . The project lasted approximately six
months from the kick-off meeting to the completion of
project deliverables. The sales team at the client
organization who are the end users of the outcome were
very happy about the system implemented. This is a great
improvement and quicker way to conclude the decision on
the identified opportunities. Tremendous amount of their
time is being saved and as well the internal business
process is streamlined. This system is enabled the
supervisors to understand who is accountable in the
event of delay while coming to the decision on the
pursuing opportunity. The traditional paper work is
replaced with the automatic escalation using Microsoft
Outlook helped us to, collect and track the opinion
of every individual party involved in decision
making process. Analysis was reported automatically to
the higher officials at the end of every month on all
the opportunities that are pursued during the month and
the approach the field organization taken to get the
right projects on board. Print versions of the forms are
generated in Microsoft Word Document format and are
saved for auditing purposes.
Technology: The technologies used by the
project team at USATInc include Microsoft SQL
Server 2000 and Microsoft Outlook 2003. VB Script, ADO,
Outlook Forms, Visual Basic, Crystal Reports. Microsoft
Office 2003 Automation is used in generating the print
versions of the forms and data entered in the forms.
Report generation features of the
application developed using Crystal Reports.
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