A custom quotation tool allowed A-Plant's finance team to refocus on value-add tasks.
The first part of Rockhop’s solution was a data conversion template, designed to allow the easy import of customer data in any format, and converting it into a single, common format suitable for onward use.
The second part of Rockhop’s solution was to bring in variable search strings to allow for parts of customer product descriptions to be compared with A-Plant’s product database. This used several algorithms to rank the potential matches from most likely to least likely and provide an output to A-Plant’s users.
The third part of the solution was to create an exceptions management process for escalating items where the user could not find a match. Additionally, once all items were matched, the customer search terms were added to a library for future reference, reducing the need to do as many manual iterations on any subsequent uploads as the tool’s “knowledge” continues to grow.
Increase speed of matching and reduction in manual effort, allowing the finance team to refocus on value-add tasks and move away from time consuming administration activities.
