Assets and Operations
Click & Quote (Phase 2)
Key deliverables
- Digital quoting tool integrated with Smart Gateway and Salesforce
- Automated matching of eligible quote requests against previously issued quotes for the same site and requirements
- Instant issue of anonymised existing quotes where a suitable match is found
- Updated business processes and system changes to support operation of the tool
- Trial across UK Power Networks’ three licence areas to gather feedback and validate performance
- Outcomes report covering user feedback, benefits, recommendations for BAU adoption and potential wider replication
Target outcomes
- Faster quote turnaround for eligible customers where a suitable previous quote exists
- Reduced duplicated effort for Connections teams
- Greater consistency and fairness in quotes issued for the same site and requirements
- Reduced risk of regulatory penalties linked to quote timeliness
- Improved customer experience through a quicker and more consistent quoting process
Measures of success
- Tool successfully built and integrated with Smart Gateway and Salesforce
- Reliable matching of eligible requests to previous quotes for the same site and requirements
- Reduction in duplicated manual effort and quote turnaround time
- Customer engagement and feedback collected through trial activity
- Updated benefits assessment and recommendations completed for BAU adoption
Stakeholder Engagement
The tool is being tested with customers before release to confirm that it meets user needs. Feedback from this testing will be used to refine the tool and inform recommendations for wider adoption.
Timeline
Status
On TrackMilestones
- Project kick off (Nov 25)
- Planning and design (Feb 26)
- Documentation and Training (May 26)
- Development, Integration and Testing (Jul 26)
- BAU Handover and Release (Sep 26)
Change Log
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