Case Study 4: Bid Process Automation (HPE)

Bid Bucket

Solution Summary:

  • The application allows to know the utilisation status of Bid Bucket in real-time.
  • All negative margin deals fall into bid bucket which needs approval. Senior management who would need the required data (account performance, GMR, bid-bucket allocation and utilization) to approve margin deals. The entire process to provide the required data is automated.

Process Overview:

  • Deals approved with Negative Margins fall into Bid Bucket. A certain budget is allocated for negative Margin.
  • User Interface to Enter projections and adjust data, based on approvals
  • Extensive use of SSIS to Transform data from various sources and complex logic

    • Technology Used:

    • VB.NET, SQL Server 2015
    • SSIS - Transformation from
    • Various sources, Excel VBA

    Impact

    • Helps to track the Gross Margin Recovery from Sales Team
    • Immediate display of Utilisation of Negative Deals / Margins
    • Simplified Deal Approval process using a speedometer Chart / Account (Max allowed Limits can be easily viewed)