Starting point
A quoting and configuration process built over two decades across 40 connected worksheets.
A quoting and configuration process built over two decades across 40 connected worksheets.
A guided application that captures each request, calculates the result, and prepares everything required for manufacturing.
Sales staff during customer conversations, with operations teams using the completed result.
Discovery, product strategy, business rule modeling, UX, engineering, AI, legacy integration, testing, and launch.
An established custom manufacturer used a complex workbook to manage a highly variable sales process. Staff entered customer choices, measurements, and commercial requirements while formulas calculated pricing, materials, quantities, production instructions, and the final specification.
The workbook encoded years of operational knowledge, but using it required understanding 40 connected worksheets, hidden exceptions, and unusual results.
Node59 preserved that logic in a clearer application, added controlled AI assistance, connected it to the existing system, and carried the product through testing and launch.
A staff member uses the application while speaking with the customer. Each answer determines which choices, measurements, requirements, and questions should appear next.
Relevant fields arrive when they are needed. Options that do not apply remain out of the way. Connected values update together, and required information is checked before the process can continue.
If something changes during the discussion, its effect appears throughout the same record. The team no longer needs to trace a value across several sheets to understand how it changes the final result.
Once the conversation is complete, the application produces the price, finalized configuration, material quantities, production instructions, supporting documents, and the structured information required by the company's existing operational system.
The same record now carries the work from the first customer question to a result the factory can use.
We began by tracing every formula, dependency, lookup, exception, and conditional choice within the original workbook.
A single answer could influence several later decisions. One measurement might change material requirements, component quantities, finishing details, production time, and price. Those relationships had to remain exact while becoming easier to understand and maintain.
We translated that behavior into explicit business rules that could be reviewed, tested, and changed without searching through formulas spread across dozens of tabs.
Precise calculations remain deterministic. Prices, quantities, materials, and manufacturing requirements come from controlled logic rather than AI interpretation.
This gives the team the consistency of the original workbook without requiring people to understand its internal structure. Missing details and inconsistent combinations can also be identified before the completed specification reaches the next stage.
Modernization did not require the company to abandon the information it had accumulated over many years.
The historical records and essential logic were migrated into the new application, while a controlled connection keeps relevant information synchronized with the existing operational system.
Staff can retrieve earlier jobs when a familiar request returns, when a previous configuration needs to be understood, or when a new customer requirement resembles something the company has produced before.
That history is also available as context for the application's intelligence. Valuable experience remains useful without forcing people to search through archived files or reconstruct an earlier decision from memory.
The new product changes how the work is completed while respecting the systems and records the business still depends on.
Earlier jobs contain useful patterns. Similar requests often share common measurements, recurring details, related requirements, and recognizable combinations.
The application uses that history to suggest likely inputs, complete repeated information, surface relevant past configurations, anticipate connected requirements, and flag unusual combinations. When something deserves attention, it can explain why.
People remain in control of those suggestions. They can accept, adjust, or reject the guidance, and that feedback improves the context available for future work.
AI helps the team reach a complete result more efficiently. It does not decide the price, calculate material quantities, or control production requirements.
Those parts remain governed by verified rules because assistance should never make an exact result unpredictable.
The application is now part of the company's regular operation.
Staff no longer need to understand the structure of 40 worksheets before preparing a customer request. They can follow one guided path, see connected effects together, review missing information earlier, and retrieve useful history without leaving the current record.
The logic behind the work is also easier to test, maintain, and explain. New team members can follow the process with less dependence on undocumented knowledge, while experienced staff still retain control over exceptions and judgment.
The original workbook preserved years of expertise. The new application makes that expertise easier to use, share, review, and apply to the next customer conversation.
Behind the guided experience is a combination of explicit business logic, synchronized historical information, and carefully bounded AI assistance.
Formulas, lookup tables, dependencies, conditions, and exceptions from the original workbook were translated into explicit rules that can be tested, reviewed, and maintained.
Each response controls which choices, measurements, requirements, and validations appear next, allowing the specification to develop through one connected sequence.
Prices, quantities, materials, and manufacturing requirements are produced by deterministic logic, keeping every result predictable and repeatable.
One structured record produces the finalized configuration, commercial result, material requirements, instructions, supporting documents, and operational handoff.
Earlier jobs provide context for suggestions, recurring details, related requirements, anomaly checks, and useful comparisons. Staff review every recommendation and decide whether to use it.
A controlled connection keeps relevant information aligned with the existing operational system while preserving access to the company's historical records.