136. Estimation Request Workflow Design
"Please provide a quote" will be turned into a "project." We will design a flow that does not stagnate, from collecting necessary information → internal allocation → creating the quote → submission → follow-up.
Although we have received requests for estimates, the projects are not progressing. The reason for this is that the estimate requests are treated the same as inquiries, leading to internal actions being taken without the necessary information, resulting in delays and setbacks. In this service, we design the estimate request as a workflow, collecting the necessary conditions at the time of the request, and creating a series of processes for assignment, confirmation, estimate creation, approval, submission, and follow-up within the company. As a result, we reduce instances of "estimates not being provided/delayed/inconsistent" and increase the order rate. ■ Provided Content (3 Points) 1. Design of the estimate request form (reducing the return of missing information) 2. Design of the internal workflow (assignment, approval, deadlines, notifications) 3. Design of the follow-up process (ensuring competitive follow-up) Deliverable: Complete set of estimate request workflow design documents (items + state transitions + operations) *First, please let us know the "estimate target (web production/EC/maintenance/system)" and the "granularity of the estimate (rough/formal/split)." We will refine it into the optimal workflow.
basic information
■Deliverables Estimate request form item definitions (mandatory/optional, branching, attachments) Information deficiency check items (resubmission conditions) Internal role definitions (responsible/review/approval/subcontracting) State transition diagram (from reception to closure, including exceptions and deadlines) SLA (approximate/formal/urgent/large deadlines) Estimate template (assumptions/scope/exclusions/version control) Submission and follow-up scenarios (timing, branching, recovering from lost orders) KPI design (speed, quality, orders, reasons for lost orders) ■Approach 1. Organize types of estimates (approximate/formal/re-estimate) 2. Design entry form (to avoid items that lead to missing information) 3. Organize internal structure (define responsibilities for responsible, review, and approval) 4. Confirm state transitions and SLAs (aim for zero overdue) 5. Standardize estimate formats (reduce variability and rework) 6. Fix follow-up pathways (reduce natural losses after submission) 7. Monthly improvements using KPIs (improve resubmission rate and order rate)
Price information
■3 million to 20 million yen (varies by scope and system) - Light (form + state transition + SLA design): 3 to 6 million yen - Standard (roles/approvals, templates, follow-up, up to KPI): 6 to 12 million yen - Extended (CRM/MA integration requirements, multiple departments/outsourcing collaboration, implementation support): 12 to 20 million yen *Recommended to indicate "estimate required"
Delivery Time
Applications/Examples of results
■Concerns Estimation requests come in but are stalled due to lack of information. Estimation responses are slow, leading to competitors getting ahead. Assignment of responsibilities is personalized, resulting in oversights and quality inconsistencies. The basis for estimates is not shared, leading to weak explanations. After submission, follow-ups cannot be made, resulting in many natural losses. ■Uses Improvement of estimation speed (getting ahead of competitors). Reduction of returns due to lack of information (entry design). Standardization of quality (templates, reviews, approvals). Fixed follow-ups after submission (reducing natural losses). Visualization of reasons for loss (theme for improvement). ■Examples of achievements (company name not required format) Estimation is slow → Reduced lead time with SLA and assignment of responsibilities. Many returns → Improved with mandatory items and attachments. High loss rate → Improved with follow-up pathways and collection of reasons for loss.
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