Construction supply and distribution
Quote preparation turned from tribal knowledge into a reviewable, repeatable process.
Accurate quoting at this construction supply and distribution business depended on product, planning, and specification documents scattered across a large corporate document estate. Only long-serving staff could assemble a quote with confidence, which meant new staff took months to become productive and the knowledge left when people did.
We built a workflow engine that orchestrates document retrieval, extraction, and quote assembly as explicit, inspectable steps, over a document pipeline covering the existing corporate SharePoint estate.
The situation
- Accurate quoting depended on product, planning, and specification documents scattered across a large corporate document estate.
- Only long-serving staff could assemble a quote with confidence.
- New staff took months to become productive, and the knowledge left when people did.
What we built
- A workflow engine orchestrating document retrieval, extraction, and quote assembly as explicit, inspectable steps.
- A structured planning knowledge library, so rules and specifications are held as data rather than as habit.
- Tool interfaces allowing the AI layer to query internal systems directly under controlled permissions.
- A document pipeline over the existing corporate SharePoint estate.
What changed in daily operations
- Quotes are produced as a process a manager can inspect, not an outcome only one person can explain.
- Less experienced staff produce work that seniors review rather than redo.
- Institutional knowledge stopped walking out of the door.
Related work
Does this look like your process?
Book a free consultation and we will tell you whether this pattern fits, and what it would take to ship the first working version against your own data.