Guided Quoting Engine
Intelligent price guidance and automated approval workflows for global enterprise sales teams across European industrial markets.
The Challenge & Problem Statement: What is Guided Quoting?
The Product
A rules-based pricing engine calculating GPI prices, confidence scores, and Net pricing for material parts across Schaeffler's industrial customer accounts.
Business Context
Global sales teams created quotes manually in SAP and disconnected Excel files — a slow, error-prone process delaying deal closure.
What it Replaces
Replaces ad-hoc SAP exports and unvalidated spreadsheets with a centralized, real-time Mendix web application.
User Research & Discovery: Target Personas & Workflows
Thomas Klein — Key Account Manager
Schaeffler DE • Daily Primary User
"I waste half my day re-entering line-item data that already exists in SAP."
- Accurate pricing
- Fast deal cycles
- Single source of truth
- Manual data entry
- No confidence score
- Unclear approval status
Simone Roth — Approving Manager
Schaeffler Global • Weekly Reviewer
"I need to trust the pricing rules before approving — I shouldn't have to recalculate manually."
- Pricing accuracy
- Risk control
- Full audit trail
- No audit log
- Inconsistent formats
- Late submissions
Wireframing, Prototyping & Card Sorting
SaaS UI UX Design Strategy & Wireframe Architecture
Persistent KPI Summary
Kept 6 core pricing KPIs sticky above the items table so users never lose context when scrolling through 100+ material parts.
Confidence Rating Stars
Used visual confidence star ratings per line item to communicate algorithm accuracy without statistical overload.
Inline Item Entry
Placed item creation inline within the table, eliminating modal context switching and enabling instant total updates.
Usability Testing & Business Results
Verified in post-launch KAM survey
Reported by approving managers
vs. legacy Excel–SAP process
Interested in Learning More?
This project is covered under NDA. I would be happy to walk you through detailed pricing algorithms, Mendix workflows, and prototypes in a personal review meeting.