UC-579
Improve Package Margin Control to protect margin and reduce cost
Fills the Commercial page in W LENS: every live package, its margin today, and the line that moved it.
TBDBuild Duration
XXXXIndicative ROI
XXXXBuild Cost
XXXXValue
The Challenge
The opportunity is to eliminate Finding the loss when the job closes, bidding the next one on the same number, and rework that never reaches the estimate. The proposed workflow is source-linked, but the current operating baseline and financial value remain illustrative until validated with the client.
How It Works
- One engine reconciles the estimate, the bill of materials, every purchase order, shop hours booked, rework and non-conformance records, change orders and the final invoice, line by line, for every package.
- It scores each live package weekly for margin erosion and names the driver.
- It writes back to the estimating library so the next quote is priced on what this company actually spends.
What It Removes
- Finding the loss when the job closes
- Bidding the next one on the same number
- Rework that never reaches the estimate
Input Data RequirementsQuotes, estimates, contracts, cost history, labour and material rates, actuals and win-loss outcomes
Output FormatDashboard showing every live package, its margin today, and the line that moved it.
“I can see the margin on the package while I can still do something about it.”