Case Study
Accelerating Quotes and Job Management with Cyferd
OVERVIEW
Cyferd, with development support from its partner Tick9, provides an all-in-one digital platform for creating, managing, and tracking quotes and jobs. This streamlined solution accelerates operations by offering tools for real-time quote generation, secure data handling, job planning, and resource allocation. This case study explores the key functionalities of the platform, including its Quick Quote Builder, PDF generation, job security and data structuring, and Gantt chart integration for job planning.
Quick Quote Builder and PDF Generation
One of the standout features of the Cyferd platform, developed by Tick9, is its Quick Quote Builder, enabling rapid creation of accurate, professional quotes. The process has been designed to be highly intuitive, with streamlined input forms and customisable templates:
- Instant Quoting: Sales teams can generate quotes instantly by entering key variables like product/service details, quantities, discounts, and any custom parameters.
- PDF Generation: Once a quote is generated, it can be converted into a PDF format for sharing with clients. This feature maintains brand consistency with customisable templates, allowing companies to include logos, contact information, and terms and conditions.
- User Accessibility: This process is optimised for desktop and mobile devices, ensuring field-based sales teams can use it on-the-go.
Tick9’s development of the quote-building process improves accuracy and reduces the time spent creating and formatting quotes, thus boosting productivity.
Unified Data Model and Security for Role-Based Access
Cyferd’s platform uses a unified data model and role-based access controls (RBAC) to enhance security and usability for users with different responsibilities, specifically tailored to Sales Teams and Engineers.
- Data is structured within a unified model, enabling different applications across the platform to access and share the same data seamlessly. This model facilitates real-time updates, allowing all users to access the most current information regardless of the application they use.
- Sales Teams can access customer data, product/service pricing, and create/edit quotes.
- Engineers have access to job-related data, resources, and specific job requirements, enabling them to update job statuses and add technical details.
- Each user's access is determined by their job level and role within the application. For instance, while sales users can view the quote history, engineers can only access job-related technical data.
- Data Encryption: Sensitive information, including client details and pricing, is encrypted both at rest and in transit, ensuring compliance with industry standards.
Gantt Structure for Job Planning
Once a quote is accepted, Cyferd’s platform integrates a **Gantt Chart** tool to facilitate job planning and task assignment.
- Job Planning The Gantt chart provides a visual timeline, helping users see each job's phases, expected completion dates, and resource requirements.
- Task Dependencies: Users can set task dependencies, ensuring that team members know when to begin or complete specific tasks.
- Resource Allocation: Each job stage can be assigned specific resources, which allows project managers to allocate resources efficiently and prevent overallocation or scheduling conflicts.
- Real-Time Updates: As team members update their progress, the Gantt chart dynamically reflects these changes, keeping all users aligned and informed of project status.
This Gantt structure, developed by Tick9, provides visual clarity, allowing managers and engineers to effectively plan, track, and adjust job timelines based on real-time progress.
CONCLUSION
The partnership between Cyferd and Tick9 has transformed quote-building and job management by bringing together key features like Quick Quote Builder, role-specific access, and Gantt-based job planning. With real-time PDF generation, a unified data model for seamless data sharing, and a Gantt structure for resource management, this comprehensive solution enables companies to streamline operations, improve data accuracy, and optimise productivity. Together, Cyferd and Tick9 ensure that both sales teams and engineers can focus on their core tasks, enhancing productivity and driving business success..