Governed compliance, pricing and quotations.
Compliance rules, pricing, quotations and estimates on one rule-driven system, in place of separate tools.
Client: An aerospace and defence engineering group
The context.
The group managed compliance checks, pricing, quotations and estimates in separate tools. In a regulated industry, that made traceability and consistent commercial decisions hard to guarantee.
Rules and pricing spread across tools.
No central system enforced compliance and quality rules. Pricing was governed in several places, quotations and estimates were assembled by hand, and administrators had little view of overrides, approvals and exceptions.
- Enforce compliance and quality rules consistently
- Keep pricing masters and discount rules in one place
- Automate quotations and estimates, with version control
- Show administrators every override, approval and exception
- Stay ready for audit
One rule-driven backbone.
Business users maintain compliance rules, pricing masters and discount limits in one system. Quotations and estimates are generated from templates against those rules and versioned. Administrators review overrides, approvals and exceptions from a single console.
The system in three steps.
Pricing and compliance rules are configured, not hard-coded.
A reviewer confirms the result or records an exception.
Who decided what, and when, from the first day.
Inside the workflow.
Set permissions by role and module
Administrators decide what each role can view, download, create, edit, approve or delete, module by module.
What the platform does.
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Rule engine
Business users configure compliance rules without code changes.
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Pricing governance
Pricing masters and discount limits are held centrally.
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Quotations and estimates
Documents are generated from templates and keep their version history.
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Admin console
Dashboards show audit trails and every override.
What changed.
The platform was rolled out in phases over about a year. The engagement write-up reports more consistent pricing and compliance decisions, faster quotations and better oversight for administrators.
Decisions behind the work.
Pricing masters and compliance rules sit in the same system as the quotation workflow.
Business users own the rules and commercial settings, not the development team.
Every quotation keeps its version history for audit.