Agentic AI | Material & Pricing List Generator

Overview
Agentic AI and Natural Language Processing solutions empower sales teams to dictate materials and quantities to an AI Agent verbally. In the (IA) Intelligence-Assisted process, an AI Agent transcribes, transforms, and normalizes the parts list by vendor, retrieves up-to-date pricing, and automatically generates detailed material lists. Results are delivered in organized Excel spreadsheets, providing streamlined and accurate pricing information from all vendors.

The Challenge

  • Time-Intensive Process: Compiling materials and pricing for each proposal was manual, laborious and often led to delays.
  • Material lists typically started in the field: Use of laptop in the field was impractical in many cases.
  • Assembling multiple materials from various vendors: Proposals can have over 100-line items from 6-12 different vendors.
  • Job requirements can vary greatly: Materials range from rental equipment costing thousands to individual parts costing pennies.
  • Limited Scalability: Creating separate material lists for each vendor and calling for pricing takes several hours for each proposal and often it can take days to receive pricing responses.

Solution Details
Enable Quick Cost Comparisons and Logistics Planning by implementing (IA) Intelligence-Assisted business processes.

  • (IA) Material & Pricing List Generator: The sales team can verbally dictate material lists and quantities to an AI Agent, creating lists using a just cell phone.
  • (IA) Data Normalization: The AI Agent captures and transcribes audio input, normalizing the part names for accurate matching and price lookup.
  • (IA) Intelligence-Assisted Custom Data Integration: Retrieves part details and pricing from various vendors stored in the AI Agent’s knowledge base.
  • (IA) Excel spreadsheet generation: Generates formatted Excel spreadsheets with up-to-date pricing data for final proposals

Experience Artifacts

  1. Task & Life Cycle Journeys
  2. Common Vision
  3. Key Touch Points Identified
  4. Compelling Stories with Desired Outcomes
  1. Capabilities Needed to Achieve Outcomes
  2. System & Process Impacts
  3. Formatted Excel spreadsheets

Key Outcomes

Creation and implementation of multiple (IA) Intelligence-Assisted Capabilities

Efficiency Gains

4X Increase in proposal generation
Enabled the client to quadruple the number of proposals they generate each week without adding any additional personnel.

1-day Proposal Delivery
Focused project vision aligning
key Business and IT stakeholders

Revenue Growth

50% Projected Sales Increase
Improved responsiveness and proposal quality are driving projected revenue growth

Empowered Team Management
The re-designed process also automatically generates the logistics plan for the project based on the material list

My Role: Direct and manage research, collaborated in the development, configuration, and testing of service design and integration of AI Agents