Process Efficiency & Automation
Top Energy Limited — Connection Quotation Workflow
The Challenge
Manual data transfer across disconnected systems
- Same data entered 3–4 times (Salesforce → SAP → Excel → Word)
- Most quotes re-quoted 2–3 times — multiplies all manual work
- Qualified engineers spending 55% of time on data entry, not network design
- Settlement percentage calculations manual and error-prone
- EA reporting requirements adding manual burden
The real cost isn't the $320K — it's the lost engineering capacity. Estimators are qualified network engineers doing design work when not buried in quote administration. At ~400 annual quotes (network at stable capacity), the issue isn't growth — it's freeing engineers from admin work to focus on high-value network design, technical analysis, and complex problem-solving.
Engineering Capacity Liberation
Customer Experience
50% faster quote turnaround improves satisfaction and reduces inbound queries
Engineering Capacity
1,600 hours/year freed for network design and complex engineering work
Quality Improvement
80% error reduction eliminates requotes triggered by data entry mistakes
Strategic Focus
Engineers redirected to network planning and technical problem-solving
Strategic Impact: With the network at stable capacity (~400 quotes/year max), automation doesn't enable growth — it liberates highly skilled engineering capacity for network design work. Nearly doubling available engineering hours (1,800 → 3,400 hours/year) enables focus on technical challenges and strategic planning.
Proposed Scope of Work
- End-to-end process map with requoting loops
- Data flow diagram across all systems
- Time-motion analysis per quote iteration
- Error risk assessment at each transfer point
- 3 ranked integration pathways (effort vs ROI)
- Technical feasibility assessment
- EA reporting integration mapping
- Risk analysis with cost-benefit models
- Enhanced Excel template v2.0 with automation
- Automated Word template with mail merge
- Power BI export workflow documentation
- Estimator training materials
- Salesforce-SAP integration specification
- SAP-Excel automation architecture
- EA reporting automation design
- Implementation roadmap with cost estimates
- Software product specification for NZ EDB market
- Build vs Buy vs License analysis (3-year TCO)
- Top Energy as foundation customer positioning
- Revenue model & commercialization strategy
Phased Investment Options
Expected Return on Investment
✓ Ready to Approve
Quick 30-second approval — Project kick-off in 3 weeks
Project Approved!
Confirmation email sent to both parties.
Calendar blocks created for Nigel Broomhall.
Engagement letter will be sent within 24 hours.
Next step: Project kickoff on April 7, 2026