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 who should be doing design work, 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
60% backlog reduction (5–6 weeks → 2–3 weeks) 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
Complete problem analysis + 3 costed solution pathways
Immediate efficiency gains + strategic options
Complete automation strategy
Expected Return on Investment
1. SCOPE OF SERVICES
BreakPoint Energy agrees to provide consulting services as described in the proposal above. Services shall be performed with reasonable skill and care consistent with professional standards in New Zealand.
2. FEES AND PAYMENT
Payment Schedule:
- 50% deposit payable on acceptance
- 25% payable upon Phase 3 completion
- 25% payable on final delivery
Payment Terms: Net 15 business days from invoice date. Late payments incur 2% monthly interest.
3. INTELLECTUAL PROPERTY
Upon full payment, all bespoke deliverables created specifically for the Client become the Client's property. BreakPoint Energy retains ownership of methodologies, frameworks, templates, and tools, granting the Client a non-exclusive license for internal use.
4. CONFIDENTIALITY
Both parties agree to keep confidential all proprietary information received from the other party. This obligation survives termination for five (5) years.
5. LIABILITY
Limitation: BreakPoint Energy's total liability shall not exceed the total fees paid under this engagement. We shall not be liable for indirect, consequential, or special damages.
Insurance: We maintain professional indemnity insurance with coverage of NZD $2,000,000.
6. TERMINATION
For Convenience: Either party may terminate with 30 business days' notice. Client pays 100% of completed work plus 50% of work scheduled in following 30 days.
For Cause: Either party may terminate immediately for material breach not remedied within 14 business days.
7. DATA PROTECTION
Both parties comply with the Privacy Act 2020 (New Zealand). Personal information is processed only as necessary for service delivery.
8. DISPUTE RESOLUTION
Disputes shall first be addressed through good faith negotiation, then mediation via the Resolution Institute (New Zealand), and finally arbitration or New Zealand courts if necessary.
9. INDEPENDENT CONTRACTOR
BreakPoint Energy is an independent contractor. This agreement does not create a partnership, joint venture, or employment relationship.
10. GOVERNING LAW
This agreement is governed by the laws of New Zealand. Both parties submit to the exclusive jurisdiction of New Zealand courts.
Full Terms: Complete Terms and Conditions are available at www.breakpointenergy.co.nz/commercial-terms or by emailing [email protected]
BreakPoint Energy | Nigel Broomhall | Regulatory Compliance Consulting
Proposal valid for 30 days | March 18, 2026