One platform. One project record. Zero re-typing.
Fan selection, quotations, drawings and project management today live in separate tools and inboxes.
This workflow shows them as modules of a single centralized platform, sharing one project record.
End-to-end workflow
Click any stage to see what happens there, who owns it and what the platform carries forward. Data entered once at enquiry flows through every later stage.
Type it once — watch it travel
The platform's core promise, animated: a specification entered at enquiry auto-fills the quotation, the drawing title block and the project plan. Press play.
Enquiry form · entered by Sales
Quotation · Q-1052-R1
GA drawing · title block
Project plan · PRJ-1052
Who works where — same record, different views
Each department keeps its own workspace, but everyone reads and writes the same central project record. No exports, no version confusion.
Fan Selection
- Duty-point entry (airflow, pressure, temp)
- Validated fan curves & catalog rules
- Candidate comparison & sizing notes
- Selection carried into quote & drawing
Quotations
- Costing & margin templates
- Approval matrix before release
- Revision history per customer
- Quote converts to project on PO
Drawings
- GA drawing pack from the selection
- Customer approval loop with status
- Production drawings & BOM
- Revision control, no duplicate files
Project Management
- Milestones from order to dispatch
- Owner & due date on every task
- Document pack: tests, certificates
- Handover registers the installed asset
Why centralize it
Typical state today versus the same work on one platform — the pitch in one picture.
⚠ TODAY — SCATTERED
- Selection in one tool, quote in Excel, drawings on a shared drive, project status in email
- Same specification re-typed three or four times
- “Which revision did the customer approve?”
- Status answers need phone calls and follow-ups
- Knowledge leaves when a person leaves
✓ ON THE PLATFORM — CENTRALIZED
- Specification entered once at enquiry, reused everywhere
- Quote, drawing and plan always reference the same revision
- Approvals and changes leave an audit trail
- Anyone answers “where is this order?” in one screen
- Every project becomes reusable engineering knowledge
ROI realization
An illustrative payback model — move the sliders to your own numbers. It counts only engineering/admin hours recovered; faster quotations and fewer drawing errors would add to this.