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Case Study - Gen AI

AI-Powered Customer Quote Generation Automation

Case Study - Application support

Digital Transformation of the Quote-to-Order Process for Emerson US

The Challenge

As a global leader in industrial technology and engineering solutions, Emerson managed a high volume of customer quotations, product configurations, approvals, and order transactions across its operations. The existing Quote-to-Order (Q2O) process relied heavily on manual workflows, disconnected systems, and time-consuming approval cycles. Sales teams often faced delays in generating quotes, validating pricing, processing orders, and coordinating across multiple departments. As customer expectations increased, the organization needed a more efficient and scalable way to manage the entire quote-to-order lifecycle.

The company faced several operational challenges:

Manual and time-intensive quote creation processes

Delays in pricing approvals and order validation

Limited visibility across the sales and order lifecycle

Longer customer response times

High dependency on manual coordination between teams

Increased risk of data entry errors and inconsistencies

Difficulty scaling operations to support business growth


These inefficiencies impacted sales productivity, customer experience, and the speed at which revenue opportunities could be converted into completed orders.

What JBS Built

Jade Business Services designed and implemented a Digital Quote-to-Order Automation Platform that streamlined the entire sales-to-order workflow. The solution integrated critical business systems, automated manual processes, and provided real-time visibility into quote generation, approvals, order processing, and workflow execution. By digitizing the Quote-to-Order lifecycle, JBS enabled Emerson to improve operational efficiency, accelerate order fulfillment, and deliver a more responsive customer experience.

The Solution

How the Solution Works

Centralized Quote Management

JBS implemented a centralized quote management platform to standardize quote creation and administration across business units, improving consistency and reducing quote preparation time by enabling sales teams to:

  • Generate quotes faster
  • Access standardized pricing information
  • Configure products accurately
  • Eliminate manual documentation processes

Automated Pricing & Approval Workflows

The platform automates pricing validation and approval processes based on predefined business rules.

The system automatically routes requests to appropriate stakeholders while maintaining complete visibility into approval status.

This eliminates delays associated with manual approvals and email-based workflows.

Seamless Order Processing Integration

The platform integrates approved quotes directly with downstream order management systems, creating a seamless transition from quote acceptance to order execution through:

  • Accurate order creation
  • Reduced manual data entry
  • Faster transaction processing
  • Improved data consistency

Real-Time Workflow Visibility

The platform provides end-to-end visibility into the Quote-to-Order lifecycle through centralized dashboards and reporting, enabling proactive management and faster decision-making by monitoring:

  • Quote status
  • Approval progress
  • Order processing stages
  • Workflow bottlenecks
  • Operational performance metrics

Process Governance & Scalability

JBS established governance controls, workflow automation rules, and standardized operational processes to support long-term scalability while maintaining operational excellence through:

  • Consistent execution
  • Auditability
  • Process compliance
  • Continuous operational improvement

Business Outcomes

01

Faster Quote Generation

Sales teams significantly reduced the time required to create & deliver customer quotations, improving responsiveness and customer engagement.

02

Accelerated Order Processing

Automated workflows reduced delays between quote approval and order execution, enabling faster revenue realization.

03

Improved Sales Productivity

By eliminating manual administrative tasks, sales teams were able to focus more time on customer engagement and revenue-generating activities.

04

Enhanced Customer Experience

Customers benefited from quicker response times, more accurate quotations, and a smoother purchasing experience.

05

Reduced Operational Errors

Automation minimized manual data entry and improved consistency across the quote-to-order process.

06

Greater Process Visibility

Real-time tracking and reporting provided stakeholders with complete visibility into operational performance and workflow status.

Technology Stack

Business Value Delivered

Jade Business Services transformed Emerson's traditional Quote-to-Order operations into a streamlined digital workflow that accelerates sales execution and improves operational efficiency.

By automating critical processes, integrating enterprise systems, and enabling real-time workflow visibility, JBS helped Emerson reduce manual effort, improve order processing speed, enhance customer experiences, and support scalable business growth.

The result was a modern Quote-to-Order ecosystem that empowers sales teams, improves operational agility, and accelerates the conversion of opportunities into revenue.