Many companies struggle to make a profit on their projects because there is often a gap between the quotes approved by clients and the actual project execution. At Fortix, we have a solution that connects these two areas to help improve profitability.
In this guide, we’ll explain how to align your sales and operations teams by creating a Work Breakdown Structure (WBS) directly from the quote. This process helps reduce mistakes and boosts profitability.
Here are some simple steps to implement our automated Quote to WBS solution:
- Utilize a Quoting Module Encourage your sales team to use a quoting module for all customer quotes. This will provide visibility into the sales pipeline and make it easier to track all sales efforts.
- Automate Project and WBS Creation Configure your system to automatically generate the project and WBS, including tasks for each area of the project as outlined in the quote.
- Consider a Two-Layer Approach Implement a two-layer structure to nest main work requests and subrequests for improved visibility.
- Setup for Consistency Aim for a one-time advanced setup of your system that requires minimal ongoing effort to maintain a consistent structure.
- Assess System Capabilities If your current system does not support full automation in this area, achieving consistent results will be challenging.
- Create a Billing Profile Additionally, you need to establish a Billing Profile or Contract, which will guide your invoicing process.
By using our automated Quote to WBS solution, your business can smoothly transition from sales estimates to project execution. This consistency not only improves profitability but also enhances teamwork between sales and operations.
If you want to learn more about how Fortix can help your business, feel free to contact us!
