Quoting and Estimating
Bring current prices, costs, customer terms and approval rules into one tool so colleagues can prepare quotes and route exceptions.
We maximize enterprise value for an exit in a post-AI world.
Proposed product · Critical Knowledge Capture
Make essential know-how available to the next person.
Turn knowledge held by a few experienced people into instructions, examples and answers colleagues can find and use.
A scoped service configuration for review. Deliverables and any software are selected for the engagement.
The business value
Help colleagues complete important tasks, find reliable answers and take over work when an expert is away or leaves.
A team has access to files but still needs one expert to explain how the work is really done, particularly when something unusual happens.
Who it is for: Teams facing retirement, staff departures, succession or the transfer of a process to another person.
A practical first scope
One role, process or area of expertise. Prioritize what others need to know and identify who will keep the information current.
The project specifies the tasks, people, information, system connections and support included. Additional teams, locations or workflows are agreed separately.
What you receive
- An inventory of essential knowledge and where it lives
- Reviewed instructions and examples of completed work
- Guidance explaining unusual cases and the reasoning behind decisions
- A searchable collection of the agreed resources
- Named people responsible for checking and updating the information
- A demonstration that a colleague can use the material to complete sample tasks
How the work progresses
- Choose the essential knowledge
- Identify which tasks depend on an expert and what a colleague needs to know to do them.
- Capture the reasoning
- Collect instructions, examples and the reasons behind unusual decisions.
- Make it usable
- Organize the material for search or place guidance beside the relevant task.
- Test with another person
- Ask a colleague to perform sample work and revise unclear or missing guidance.
A practical example
An analyst explains how special customer pricing works. The approved guidance includes worked quotes, when a price can be used and who must review exceptions.
Illustrative situation, rather than a completed client result.
What your team contributes
- Your team
- Subject experts explain real cases and exceptions. A responsible reviewer approves the guidance. Colleagues use it on sample tasks and identify what is missing.
- Keeping it useful
- Name the people who maintain guidance, business rules and any application. Support, updates and any reassessment are defined for the selected scope.
How the result is checked
- Successful task completion by another person
- Time spent finding the right guidance
- Accuracy and freshness of the information
- Questions that still require the original expert
Agree starting measures and review actual use. Intended improvements, estimated value at risk and measured financial benefits are reported separately; the presence of a tool does not by itself establish a financial result.
Assessment connection: Knowledge & Workflow Documentation. VGS asks whether value can transfer; Day Two asks whether it will hold. The scores remain separate.
Applications that can support this work
Searchable Staff Guidance
Create a searchable place for reviewed instructions, worked examples and answers that would otherwise require an experienced colleague.
Delivery and next step
The proposal defines the deliverables, timing, client participation and price. It also states where any application runs, what systems it connects to, who can access it and how it is maintained. These pages do not set a standard implementation fee or delivery period.
The Transfer Value Assessment can establish the starting priorities. Plan and Runway orders the work. A focused project can also begin from an already defined need; The Lift can coordinate a wider agreed program.