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Development of an ERP-Integrated Quoting and Pricing Synchronization Module for Construction Industry
  1. case
  2. Development of an ERP-Integrated Quoting and Pricing Synchronization Module for Construction Industry

Development of an ERP-Integrated Quoting and Pricing Synchronization Module for Construction Industry

buildableworks.com
Construction
Supply Chain
Logistics

Challenges in Manual Quoting Processes and Lack of Real-Time Data Integration

The client faces difficulties in maintaining accurate project quotes due to manual data entry and disconnected systems, which lead to delays, inaccuracies, and inefficiencies in the bidding and project planning processes. They require real-time pricing updates and seamless data transfer between their estimation application and the ERP system to improve accuracy and workflow efficiency.

About the Client

A mid-sized construction and supply company seeking real-time pricing integration between their project estimation tools and enterprise resource planning systems to enhance quotation accuracy and operational efficiency.

Goals for Implementing an Automated Pricing and Quoting Integration System

  • Develop a robust plugin or standalone module that interfaces with both the estimation application and the ERP platform to facilitate live pricing data retrieval and quote uploads.
  • Achieve real-time synchronization of pricing information, reducing manual entry errors and processing time.
  • Enable configuration management and complex item searches within the integration layer for streamlined user workflows.
  • Ensure secure, reliable data exchange to support faster and more accurate project quotes, ultimately increasing quotation accuracy and operational efficiency.

Core Functional Capabilities for Construction Quoting and ERP Integration

  • Interfacing with desktop estimation applications via COM to enable data exchange.
  • Connecting securely to a REST API to retrieve live pricing information.
  • A configuration management component to fetch and update system settings over the network.
  • Support for complex item search functionality within the estimation tool.
  • Tight integration respecting the internal structure of the estimation software.
  • Pricing data update mechanism to ensure quotes reflect current costs.
  • Functionality to select office branches and associate quotes accordingly.
  • Ability to upload finalized quotes directly to the ERP platform.

Technologies and Architectural Preferences for System Development

C#/.NET framework for development
COM interop for desktop application integration
JSON for data formatting
HTTP classes for REST API communication
Sockets and file system APIs for communication and logging
LINQ for data querying

External System Integrations Needed for Seamless Data Flow

  • Desktop estimation application via COM interfaces
  • ERP platform REST API for pricing data retrieval and quote uploads
  • Network configuration for secure data fetching and transmission

Performance, Security, and Scalability Considerations

  • System must operate reliably on workstation level with minimal latency.
  • Secure data exchange through authentication and encryption protocols.
  • Design must support scalability for multiple workstations and concurrent quote processing.
  • Robust logging and error handling to support troubleshooting and maintenance.
  • Timely data synchronization ensuring up-to-date pricing for quotes.

Expected Business Benefits from ERP-Integrated Quoting System

The implementation of real-time pricing synchronization and automated quote upload capabilities is expected to significantly improve quotation accuracy, reduce processing time, and minimize manual errors. This efficiency boost can lead to faster project bids, improved client satisfaction, and increased operational throughput in the construction and supply chain processes.

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