Smart Selection
Presales offers that build themselves, from selection to BOQ.
- Category
- Custom Solutions
- Client
- Confidential
- Duration
- 5 months
- Location
- Cairo, Egypt
- Delivered by
- Ektra Tech
- Status
- Live
- Category
- Custom Solutions
- Client
- Confidential
- Duration
- 5 months
- Location
- Cairo, Egypt
- Delivered by
- Ektra Tech
- Status
- Live
Like every Ektra project, this one began with a question, not a feature list: what is the one thing holding this business back? The fix came after the answer, and the result was judged by what it removed.
The constraint
A building automation supplier priced every project by hand.
- Engineers picked equipment in spreadsheets, sized controllers from memory, built the bill of quantities line by line and typed the offer in Word.
- Each offer took days, every revision started over, and management could not see which projects were waiting on whom.
The fix
We built Smart Selection, a presales platform that walks a project from equipment selection to the signed offer.
A master catalogue of parts and controllers, panel structure, controller sizing with the rules the engineers trust, a bill of quantities, costing with margins and approvals, generated offer documents, schematic and riser diagrams drawn from the data, and a stage bar that shows where each project stands.
- Roles for presales, operations, sales and directors keep the hand-offs clean, and live updates mean nobody refreshes.
The delivery
From the first meeting to the work it does today
- 01
Discover
Two weeks beside the presales engineers, mapping how an offer was really made.
- 02
Plan
Eight stages, four roles and one data model for parts, panels and controllers.
- 03
Design
One workspace, one screen per stage, on the house design system.
- 04
Build
Catalogue, selection, panels, sizing, BOQ, costing, documents and diagrams.
- 05
Test
Sizing and costing engines checked against past offers, every screen reviewed with the team.
- 06
Launch
The catalogue imported, roles set, the first live offers out.
- 07
Support
Review rounds with modification reports, training and eight versions since.
Bring us the problem.
We’ll find the cause.
Tell us what slows your business down. In one meeting we find the constraint behind it and show you what removes it.
