Quotes, signatures, invoices, project folders, and follow-up lived in separate systems, with manual entry and handoffs between each stage.
Automation / CASE STUDY
From signed deal to scheduled installation.
Quote-to-maintenance automation suite
MY CONTRIBUTION
Built and documented the automations connecting a physical-installation business’s sales, delivery, invoicing, and maintenance workflow.
10+connected automations
EXPLORE THE SYSTEM
Watch the handoffs unfold, or select a stage to explore.
01—07 / CONNECTED HANDOFFSSimulated workflow
CRMDeal won01 / 07
THE HANDOFF
The contract handoff starts.
- Input
- A sales opportunity is marked won.
- Record
- Sales record
Illustrative sequence · no systems connected
Connect the existing business applications across the full lifecycle: deal won, contract, deposit, project-folder provisioning, scheduling, final invoice, and maintenance enrolment.
Ten-plus connected automations and a twelve-slide handoff deck. The workflow moves a deal from signature to scheduled installation without manual re-entry and runs maintenance follow-up automatically.
The public lifecycle map is a recreation with generic system labels. The client’s original handoff deck and automation configurations are not included.
Technical diagramView the full overview
A CLEAR SCOPE. A USEFUL NEXT STEP.What needs
What needs
to work better?
Tell me where things stand, what’s getting in the way, and what you need to happen next.
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