50% Faster Quotes with AI
Through reducing time for estimating and generating proposals, we've opened up the company to more potential business opportunities.
SYSTEM TYPE
Estimating & Proposal Generation
MAIN PROBLEM
not enough proposals sent
LEADING SOLUTION
AI-assisted estimating
KEY METRIC
estimating in under 1/2 usual time
KEY PAIN-POINTS
Estimating bottleneck limited the volume of proposals sent to prospects.
Seasonal workload made team expansion unjustifiable.
Plans for complex cost code integration risked further slowdown.
SOLUTIONS
AI looks up relevant cost codes from 4.8k database based on each line-item description.
Personnel can assign keywords to cost codes to improve AI matching accuracy.
If provided in the database, the system automatically fills in related unit, unit cost, and margin.
Personnel can generate PDFs including estimate details ready to be sent to clients.
New estimates can be started from historical data to further expedite the process.
RESULTS
AI cost matching resulted in more than 50% reduction in time needed to estimate and produce a proposal and allowed the company to implement professional cost code structure without productivity loss. Moving estimating process from disconnected spreadsheets into a unified software solution brought more business insights to support decision-making. On top of that, the company gained invaluable advantage of sending more proposals and winning more business.
CONCLUSION
We eliminated the estimating bottleneck that was capping business growth. AI semantic search turned a 4.8k cost code database from an overwhelming obstacle into a competitive advantage, cutting proposal time by over 50% while implementing professional cost structures seamlessly. Instead of hiring another employee or missing opportunities, the company now sends twice as many proposals with the same team. This case study illustrated that with strategic AI-driven automation, organisation's growth becomes scalable rather than resource-dependent.