On the record — Distribution & logistics
The three-day quote
A regional distributor's three-day quoting process, rebuilt into an approval-gated intake pipeline that prices against the live rate card.
The ledger
What changed, side by side.
Before
The problem
A distributor with fourteen staff and a quoting process that took three days end to end. Requests arrived by email, were re-keyed into a spreadsheet, priced by one of two people who knew the rate card, and frequently went cold before a number went back. Deals were being lost to whoever answered first.
After
The build
An intake pipeline that reads each request, extracts the line items, prices them against the live rate card, and queues a draft quote for human approval. Nothing is sent without a person signing off. Ambiguous requests are routed to a human with the ambiguity named, not guessed at.
The outcome
Forty-seven executable gates covering extraction accuracy, pricing correctness, and approval routing. In week six of the watch, the gates caught a silent rate-card format change upstream — corrected the same day, before a single mispriced quote left the building.
Built from
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