The Issue
When it came to quoting for work and getting sign off, I was aware that teams were relying on Word and Excel, and that it was difficult to keep track and maintain visibility with hundreds of sheets in existence, which relied on already busy teams to manually update them when requests changed.
It was a siloed approach, and it meant that management teams had no clear view of all sales in the pipeline, what was progressing, whether everything that needed authorising had been signed off and whether billing was up to date.
Not only was it inefficient, it gave us less control and impacted on cash flow. We were getting by, but I wanted far more than that.
