One Project, From First Conversation to Final Commission

A quote is an event. The project is the business.
We follow a single project chronologically: the field activity that identified it, the requests that arrived against it, the quotes that went out to several bidders, the award, the order and shipment activity, the service questions that came afterwards, and the commission at the end across two manufacturer lines with different economics. Then we look at what management can see without asking five departments.
For owners, presidents, operations executives and technology leaders.
Agenda
- 1Why the quote should not be the organizing center of the agency
- 2How one project carries several requestors, quotes and revisions
- 3Live: one project, start to finish
- 4Where commission and buy-sell diverge
- 5What a phased transition actually needs to prove
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