CRM plus reverse-engineered tooling library
Tooling knowledge locked in retired engineers' heads became a digital library feeding a quotation-first CRM.
- Client
- Vertex Auto
- Timeline
- 14 weeks
- Delivered
- 2024
Business challenge
Quotations took three to four days because tooling specifications lived in the memory of two engineers approaching retirement, with no drawings for most legacy fixtures.
Solution
Sixty legacy tools were reverse engineered into parametric CAD with costing parameters attached, then connected to a quotation-first CRM that prices a new enquiry from the nearest matching tool.
Business result
Quotation turnaround dropped to four hours, win rate improved as responses arrived before competitors', and thirty years of undocumented tooling knowledge is now an asset the company owns.
4 hours
Quotation turnaround, from 4 days
60
Tools digitised
+18%
Quotation win rate
0
Knowledge lost to retirement
Gallery
Screens and deliverables.
“Thirty years of knowledge is finally written down.”
More work
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