Proposals were rebuilt from scratch every time. Estimates were guesswork.
Stratum Engineering Consultants, Coimbatore
Manufacturing process engineering and ergonomics simulation for automotive OEMs
Proposals were rebuilt from scratch every time. Estimates were guesswork.
Stratum's sales team rebuilt every proposal from a PowerPoint template, manually estimating effort based on experience and intuition. When a client asked for a revised scope, the estimate was redone from scratch — often by a different person, producing a different number. When a project was won, the commercial terms lived in an email thread that the delivery team rarely saw in full. Three projects in one year started with scope ambiguity that led to overruns — in each case, the original proposal could not be found.
Proposals in hours. Estimates from data. Handoff in one click.
Stratum built proposal templates in the Sales module for each service line. Effort estimation connected directly to the effort matrix — a simulation study of a given complexity now produced a bottom-up estimate in 20 minutes rather than two hours. When a deal closed, the project was created directly from the proposal: scope, baselined effort, client contacts, and commercial terms all carried across to the delivery team automatically. Proposal-to-project data loss dropped to zero. Win rate improved by 22% in the first year — the team attributed this to faster turnaround on proposals and more defensible estimates.
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