Development of an Automated Quotation and Business Intelligence System for Financial Leasing Services

The client relies on a manual, time-consuming quotation process that can take days, limiting responsiveness and scalability. There is a lack of real-time data analysis and control over information shared with stakeholders, hindering decision-making and growth opportunities.

A mid-sized financial leasing company specializing in automotive and asset financing, aiming to modernize its quotation process and improve stakeholder insights.

• Reduce the vehicle quotation process from days to seconds, enabling real-time service delivery.
• Increase the number of quotations and new contracts generated annually, aiming for significant growth similar to previous benchmarks.
• Develop a comprehensive internal analytics dashboard to generate key performance indicators from quotation data, accessible via web and mobile devices.
• Implement a management system to control information sharing and stakeholder access, ensuring data security and transparency.

• Automated quotation engine that provides instant quotes based on user input and predefined parameters.
• User interface optimized for web and mobile platforms to facilitate easy access and operation.
• Business Intelligence module that aggregates data from quotation activities, generating key indicators and metrics.
• Internal management system to regulate and oversee information sharing with stakeholders, ensuring security and compliance.

• Data sources for customer and vehicle information to support quotation calculations.
• Stakeholder communication platforms for updates and disclosures.
• Business intelligence tools for KPI generation and visualization.

• System response time for quotations under one second to ensure real-time service.
• High availability with 99.9% uptime to support continuous operations.
• Data encryption and security standards to protect sensitive customer and corporate information.
• Scalability to handle increasing user volume and data loads as the business grows.

Implementing this automated quotation and analytics system is expected to significantly increase operational efficiency, enabling real-time responses and boosting the number of quotations and contracts. Similar to prior results, the new system aims to generate thousands of quotations annually, facilitate hundreds of new contracts, and support massive revenue growth, thereby strengthening market competitiveness and stakeholder satisfaction.