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Develop a Cost Estimation Tool Enhancement and Optimization

triare.net

Information technology

Business services

Current Cost Estimation Process Inefficiencies

The current cost estimation process relies on a 5-question form submitted through a basic interface. The process lacks dynamic calculation capabilities, automation, and seamless integration with a backend system. The client seeks a more efficient, user-friendly, and accurate way to provide cost estimates, reducing manual effort and improving response times.

About the Client

Say Hi! is a technology company offering a cost calculator service and seeking to enhance its user experience and streamline the estimate process.

Project Goals

Redesign the cost estimation form for improved user experience and conversion rates.
Automate cost calculations based on user inputs.
Integrate the cost calculator with existing CRM and backend systems.
Reduce the time required to generate cost estimates.
Improve the accuracy and consistency of cost estimates.

Functional Requirements

Redesigned 5-question cost estimation form.
Dynamic cost calculation engine.
Integration with CRM system for lead management.
Integration with backend system for pricing data.
Automated estimate generation and delivery.
User-friendly interface for both customers and internal teams.
Reporting and analytics dashboard to track usage and performance.

Preferred Technologies

Cloud-based platform (AWS, Azure, or GCP)

API-driven architecture

JavaScript framework (React, Angular, or Vue.js)

Database (PostgreSQL or MySQL)

CRM integration via API

Integrations Required

Existing CRM system (details to be provided)
Backend pricing database (details to be provided)

Key Non-Functional Requirements

Scalability to handle increasing traffic and data volume
High availability and reliability
Security to protect sensitive data
Performance to ensure fast response times
Accessibility compliant with WCAG guidelines

Expected Business Impact

This project is expected to significantly improve operational efficiency by automating the cost estimation process. This will lead to faster response times, increased lead conversion rates, improved accuracy in pricing, and reduced manual effort for the sales and support teams. Ultimately, this will contribute to increased revenue and improved customer satisfaction.