In financial services, quoting and pricing processes often depend on complex rules, multiple data sources, and strict compliance requirements. Manual workflows and legacy tools create bottlenecks, introduce errors, and limit scalability. The company recognized the need for an automated solution to improve speed, ensure accuracy, and provide real-time oversight.
Challenge
Before Decisions, the quoting process was slow, manual, and error-prone:
- Quotes were created in spreadsheets with little version control.
- Business rules were hardcoded, making changes slow and risky.
- Approvals required email chains, delaying response times.
- A lack of visibility led to missed compliance checks and inconsistent pricing.
Solution
The company implemented Decisions to streamline the quoting lifecycle:
- Built a no-code quoting tool that automated rule application and price calculations.
- Leveraged centralized rules for discounting, eligibility, and compliance checks.
- Designed forms and dashboards for role-based inputs, approvals, and tracking.
- Enabled real-time reporting to monitor quote pipeline and outcomes.
- Decisions' native capabilities such as dashboards, reporting, and scheduled jobs were sufficient to meet the company's needs, eliminating the requirement for third-party analytics or orchestration tools.