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 · Leadership Dependency Reduction
Let more decisions move without waiting for one leader.
Document which decisions a leader handles, give others clear authority and put backup coverage in place for essential work.
A scoped service configuration for review. Deliverables and any software are selected for the engagement.
The business value
Help work move faster within agreed limits and reduce routine interruptions, while keeping unusual or consequential decisions with the right person.
Approvals, pricing exceptions or important customer issues stop when the owner or another leader is unavailable.
Who it is for: Business owners, department leaders and teams preparing for a leadership change or sale.
A practical first scope
One team, business unit or set of important decisions. Agree the decisions included, the people taking responsibility and the limits of their authority.
The project specifies the tasks, people, information, system connections and support included. Additional teams, locations or workflows are agreed separately.
What you receive
- A map of decisions and work that depend on the leader
- Written approval limits and instructions for when to ask for help
- Named primary and backup decision-makers
- A delegation and coverage plan
- The agreed approval workflow or workspace
- Records of colleagues handling sample decisions
How the work progresses
- Map the dependence
- Identify where decisions wait, why they return to the leader and what colleagues are missing.
- Assign authority
- Set approval limits, name backups and decide which exceptions need review.
- Put the plan into use
- Add the instructions and approval steps to the agreed tools, then have colleagues try real tasks.
- Check the result
- Compare waiting time, correct escalation and work completed without routine leader involvement.
A practical example
A sales manager can approve discounts up to an agreed limit. Larger requests go to the commercial lead with the pricing and customer context attached, instead of every request returning to the owner.
Illustrative situation, rather than a completed client result.
What your team contributes
- Your team
- The leader sets priorities and delegates authority. People doing the work provide real examples, and colleagues taking over practice routine cases and exceptions.
- 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
- Decision turnaround and waiting time
- Work completed without routine leader intervention
- Correct handling of exceptions
- Coverage when the usual decision-maker is absent
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: Owner Coverage; Decision & Role Transfer. VGS asks whether value can transfer; Day Two asks whether it will hold. The scores remain separate.
Applications that can support this work
Delegation and Approvals
Give staff a shared place to see assigned work, approval limits, backup coverage and decisions waiting for review.
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.