VisiSolutions
Practical process automation

What if “Can you quote me?” didn’t create any work?

Watch a customer request become a priced, validated, ready-to-order quote — without somebody rebuilding the information between systems.

See the old way
A 24-second workflow. One decision that stays yours.
Connected, not complicated01 → 03
01 · Request in“Can you quote us for these?” Structured request.pdf
The systems do the work
Details validated Products matched Price & stock checked Delivery confirmed
03 · Quote outReady to approve.Priced. Checked. Put together.
Less copying. More momentum.
One structured requestConnected business rulesOne actionable quote
Sound familiar?

The request was simple.
The work around it wasn’t.

It’s the same information, passing through
too many hands and too many systems.

01Read the email
02Ask for details
03Look everything up
04Build the quote
05Send & follow up
14manual steps
2–6emails back and forth
20–40 minstaff effort per request
Hours or dayselapsed time
Illustrative demo values, not industry statistics.
See the work disappear

Watch the admin leave the picture.

Eight routine jobs become a connected workflow.
You make one decision: whether to approve.

Northstar /Quote workspaceInteractive simulation
Ready when you are

Ready when you are

Select a step to explore its before and after. Run the demo for automatic playback.

Step 01 of 08Before → connected workflow
Before: a person does the work
Manual task removed

Read another email

Open the inbox, find the request and decide where to start.

With automation

A structured request enters the workflow.

Customer, reference and delivery details travel with it.

InboxSimulated system activity
View the original request · 3 line items
SJ
Sarah JonesRedwood Facilities Ltd
Incoming request

Hi Northstar, could you quote us for the following?

  • 32mm stainless steel coupler× 20
  • Cable tray — same as previous order× 12
  • M8 zinc plated fixings, box× 4
RFQ_Redwood_Facilities.pdfStructured request form · 3 line items
Delivery B98 7XXRequired by Set when you runReference REF-10482
Rules for the routine. People for the exceptions.Fictional companies · simulated system activity
A person makes the difference

Good automation pauses.
Then gets back to work.

One uncertain product. One useful clarification.
Watch the request return to the connected flow.

Illustrated exception recovery · all actions simulated
  1. 1Uncertain request
  2. 2Automation pauses
  3. 3Human judgement
  4. 4Customer clarification
  5. 5Automation resumes
  6. 6Customer approval
Uncertain request

Something doesn’t match

“Heavy-duty brackets like the ones we discussed.” Two possibilities: 54% and 48% simulated confidence.

Both fall below the 85% threshold.
54% · standard48% · reinforced

Uncertain request. Something doesn’t match.

Pause for judgement. Resume with facts.Scripted illustration · no messages, quotes or orders are sent
Same request. Different day.

Less administration.
More useful attention.

Before

A person connects the dots.

  • —Repeated clarification emails
  • —Manual copying and re-keying
  • —Separate price and stock lookups
  • —Building a quote from scratch
  • —Human attention spent on administration
With automation

The systems connect the dots.

  • One complete, structured request
  • Information captured once
  • Connected, automatic lookups
  • A quote generated and ready to approve
  • Human attention reserved for exceptions
The principle behind the process

Remove the work that never needed judgement.
Make the moments that do more visible.

Rules for the facts.

Prices, stock, tax and calculations come from known data and deterministic rules.

Connections for the hand-offs.

Information moves between systems without a person copying it into the next one.

AI where interpretation helps.

Fuzzy descriptions get a suggested match, supporting context and a clear stopping point.

Start with one process

What could your business
stop doing manually?

Find the copying, chasing and checking.
Then let the right systems take it from there.