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Development of an Integrated Measurement, Quoting, and Order Tracking Web Application for Construction and Home Improvement Companies
  1. case
  2. Development of an Integrated Measurement, Quoting, and Order Tracking Web Application for Construction and Home Improvement Companies

Development of an Integrated Measurement, Quoting, and Order Tracking Web Application for Construction and Home Improvement Companies

instinctools.com
Construction
eCommerce
Business services

Identifying Challenges in Manual Measurement, Quoting, and Order Management Processes

The client faces inefficiencies due to outdated measurement and estimation tools that rely on text descriptions and third-party sketches, leading to customer confusion and delays. Manual price calculations slow down quote delivery, while limited order tracking hampers transparency for both customers and internal teams. These issues result in decreased customer satisfaction and operational bottlenecks, especially as the company's scale grows.

About the Client

A mid-sized construction or home improvement company specializing in window, door, or similar customized product installations, seeking to modernize its sales, measurement, and order management processes.

Goals for Streamlining Operations and Enhancing Customer Experience

  • Implement an integrated web-based platform that consolidates measurement, pricing, and order tracking functions.
  • Achieve faster, more accurate price estimates with real-time calculations integrated with accounting systems.
  • Provide customers with a transparent order tracking portal accessible via personalized links.
  • Improve internal workflows through centralized management tools and better order status visibility.
  • Enhance product customization with modular, parameter-driven templates for different product types.
  • Reduce manual and redundant processes, leading to increased efficiency and higher customer satisfaction.

Core Functional Capabilities for the Measurement and Order Management System

  • An internal portal with integrated drawing tools to create detailed sketches of windows, doors, or other products, supporting offline functionality.
  • Automated price calculation integrated with the company's accounting system to deliver instant cost estimates during measurement or consultation.
  • A customer-facing portal where clients can view, track, and review their quotes and orders through personalized links.
  • Flexible, modular product templates that enable easy customization for different product types and variations.
  • Automated transfer of accepted quotes to the accounting system, filtering out rejected or obsolete orders.
  • Order status update and tracking features accessible internally and to customers, providing full transparency.
  • An admin panel for managing all system components, data, and settings from a centralized interface.

Preferred Technologies and Architectural Approaches

Open-source JavaScript libraries for building interactive UI components (e.g., Konva.js).
React.js for front-end development, especially for admin and user-facing portals.
Firebase or similar real-time database solutions for offline support and synchronization.
Open-source admin panel frameworks such as AdminJS for efficient management interfaces.

Essential External System Integrations

  • Accounting/ERP systems for automatic transfer of accepted quotes and order data.
  • Third-party measurement or design tools (e.g., CAD or sketching integrations) if applicable.

Critical Non-Functional Requirements and Performance Metrics

  • System should support scalable operations with capacity for increased order volume without performance degradation.
  • Real-time data synchronization and instant price updates to ensure minimal latency in user interactions.
  • Secure user authentication and data protection compliant with relevant standards.
  • Offline drawing and data entry capabilities to support areas with limited internet connectivity.

Projected Business Outcomes and Value Addition

The implementation of an integrated measurement and order management system is expected to significantly improve operational efficiency by reducing manual processes and delays. Faster quote generation and transparent order tracking will enhance customer satisfaction and trust. The streamlined workflows will enable the company to scale more effectively, ultimately increasing revenue, reducing errors, and delivering a superior customer experience.

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