BP-03Proposal: Floor Plan to Proposal
“I took proposals out of Excel.”
Consultants assembled the customer proposal document by hand in Excel, about 1.5 hours each (an estimate), copying from old ones.
- Proposal document
- Built by hand
- Before the PMT
The time is an estimate, not a measurement.
Step 1, Before: Consultants assembled the customer proposal document by hand in Excel, about 1.5 hours each (an estimate), copying from old ones.
- 1. Before. Consultants assembled the customer proposal document by hand in Excel, about 1.5 hours each (an estimate), copying from old ones. Proposal document: Built by hand (Before the PMT).
- 2. Generate. Now the consultant adds devices and groups in the PMT, and the branded, room-by-room document is generated from that data. Proposal document: About 15 min (Estimate).
- 3. The gap. Project managers still re-placed every device on the electrical plan by hand. Consultants and PMs work from different offices, so devices sometimes landed in the wrong spot, like a keypad on the wrong side of the sofa. Devices placed: Twice (By the consultant, then the PM).
- 4. Bridge. Consultants place the devices themselves in the HA Editor, room by room, so what reaches project managers after onboarding is already right. Devices placed: Once (By the consultant).
