An internal platform for quoting, production and operations at Davos Europe
From data typed manually in several places to one connected system, built around how the company actually works.
Before: information moved, but not through one system
In made-to-order companies, the problem goes beyond quoting. It starts when the same information is written, rewritten and checked again at every stage.
Davos Europe manufactures gates, fences, shading systems and glass enclosures, mostly made to order. For every project the information had to be followed both in the commercial stage and in the operational one, across several separate points.
- 01
Enquiry
spreadsheets and notes
manual handover
- 02
Quote
separate document
passed along
- 03
Production
separate file
data rewritten
- 04
Installation
messages and checks
checked separately
- data rewritten
- different versions
- manual checks
- fragmented visibility
The solution: a system built around the way Davos works
We did not start from an off-the-shelf product. We started from the real flow: how an enquiry arrives, how the quote is built, what moves on into production, and how orders and operations can be followed in one platform.
The result is an integrated internal platform where the modules work together and share the same data logic.
One system for commercial, operational and reporting activity.
Information is no longer tracked through separate stages, but through a system that keeps the link between them.
Davos internal platform
Commercial, operational and reporting data in the same system.
- 01
Commercial
Enquiries, customer relationships and quoting, managed from one place.
- Leads
- Customers
- Quoting
- Quotes
- Contracts
- Follow-up
- 02
Operations
The link between what was promised, what is produced and what is delivered or installed.
- Production
- Installation and service
- Dealers
- 03
Administration and control
Visibility over products, commercial activity and the reports management needs.
- Dashboard
- Product catalogue
- Reports
- Marketing
- Customer view
Inside the platform
Real modules used in the company’s day-to-day operations.
- 01Work modules
- 02Current activity
Operational dashboard
An overview of commercial and operational activity, on the same screen.
Sales flow
From lead to quote and contract, every document is generated in one place, with no manual calculations and no re-entering data.
- 01Leads
- 02Quote
- 03Document generation
- 01Process overview
- 02Waiting list
- 03Production calendar
From quote to production
An accepted quote moves straight into execution: bill of materials, production and field scheduling, with stock kept up to date.
Reporting
The same data feeds reports across departments: lead conversion, top sales agents and best-selling products, average manufacturing time, daily output and productivity per employee.
- 01Marketing and conversion
- 02Top agents and products
- 03Production and productivity
How information travels through the platform
The system is not just there to store information. The point is that data entered at one stage can be used further on, without manual re-entry and without losing context.
01 / 08·Lead
Lead
The enquiry is captured once, with its context.
Customer
The data becomes a customer record, without retyping.
Quoting
Configuration uses the actual product catalogue and business rules.
Quote
The document stays linked to customer and configuration.
Contract
What was agreed stays visible in the same system.
Production
Execution starts from data already validated.
Installation / service
Field work links back to the original order.
Reports
The same data gives management a clearer view of the business.
What changes when the stages work in the same system
The difference is in the link between stages. Information entered at one point of the process can be used further on, and the team sees more clearly what happened and what comes next.
- 01Before
Separate files
With the platformCentralised data
Relevant information stays attached to the same flow.
- 02Before
Data rewritten
With the platformData reused further on
Information entered at one stage can continue into the next ones.
- 03Before
Checks across sources
With the platformClearer status
Orders and stages can be followed in the same system.
- 04Before
Fragmented information
With the platformShared history
Commercial and operational data stay linked to the same project.
- 05Before
Quoting and operations apart
With the platformConnected flow
What happens commercially can continue more clearly into production and operations.
The platform links commercial and operational information into a single flow.
The value is not the number of modules. It appears when information entered at one stage can be used further on and stays linked to the same project.
The same principle applies to other manufacturing companies
Davos Europe is one concrete example, but the problem is common in made-to-order companies: information rewritten, stages kept apart, quoting that is hard to follow and weak links between sales, production and operations.
- PVC and aluminium joinery
- custom furniture
- fences and gates
- shading systems
- kitchen worktops
- modular containers
We do not build for an industry label. We build for the real flow of the company.
Want to see what a similar system would look like in your company?
In the audit we follow one real flow from your company and see what is worth simplifying, connecting or automating.