Problem: Slow & Costly Quotation Workflows in the Energy Sector
A Fortune 100 energy company was losing time, margin, and trust due to its outdated energy quotation process. Manual data entry, Excel-based operations, and siloed systems for customer info caused:
2–5 day average turnaround for quotes
20–40% correction/rework rates
Exposure to wholesale price volatility (~1¢/kWh swings = $9K–$200K impact per deal)
Hundreds of hours lost weekly in manual entry and back-and-forth corrections
These inefficiencies hampered the sales team, slowed broker responsiveness, and eroded confidence in their quote-to-cash lifecycle.