Intelligent price guidance for Schaeffler's global sales teams
A rules-based quoting assistant that calculates GPI pricing, confidence scores, and Net pricing for material parts across Schaeffler's global customer base.
Schaeffler's sales teams were creating quotes manually in SAP and Excel—a slow, error-prone process that delayed deal closure and reduced pricing accuracy.
Legacy SAP export + Excel spreadsheets with no validation, no intelligence, and no approval workflow.
Understanding the target audience and their workflows was critical to the solution.
Creates and submits quotes for major industrial customers across European markets.
Reviews quotes submitted by KAMs and applies final pricing approval or rejection.
"I waste half my day re-entering data that already exists in SAP."
"I need to trust the numbers before I approve — right now I have to do my own checks."
User interviews and on-site observations
Mapping the legacy SAP–Excel workflow
Collaborative sketching and flow mapping
Low to high-fidelity iterative testing
Validation with 15 global KAM power users
The transition from Whiteboard to Wire explored key layout questions.
Automated price calculation using Schaeffler proprietary GPI rules engine, with confidence scoring per line item.
Draft → Under Review → Approved/Rejected pipeline with complete audit trail and in-app notifications.
Role-based views for Key Account Managers and Approving Managers, each with contextually relevant controls.
Keeping 6 key pricing metrics always visible above the items table meant users never lost context while scrolling through 100+ line items.
Star ratings communicate data quality instantly without overwhelming users with raw statistical values—validated in user testing.
Placing the "Add Item" form inline below the table reduced context switching and let users see running totals update in real time.
Guided Quoting launched to Schaeffler's European sales region in 2025.
KAM survey, 3 months post-launch
Reported by approving managers in usability testing
vs. legacy Excel–SAP workflow
This project is covered under NDA. I'd be happy to walk you through the detailed design decisions, user flows, and prototypes in a personal meeting.
Schedule a Portfolio Review