Representative workflow examples

From RFQ to a usable engineering handoff.

These are illustrative workflow patterns, not completed customer implementations or promised outcomes. Each starts with a bounded problem, representative inputs, and a reviewable output.

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Possible first builds

Choose the handoff that needs to improve.

A focused tool, configuration system, or integration can address one part of an existing workflow. The scope follows your products, rules, and systems.

EXAMPLE 01

RFQ → Structured Requirements

Customer emails, PDFs, and spreadsheets leave applications engineers reconstructing requirements before they can assess a request.

Useful first phase
One RFQ type converted into structured technical requirements, linked source information, open questions, exceptions, and engineering review items.
Possible output
A reviewable requirements record with missing information clearly marked. AI-assisted extraction can support the process, with engineering review before acceptance.
Potential benefit
Less re-entry and a clearer starting point for application engineering.
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EXAMPLE 02

Requirements → Validated Configuration

Product options and application constraints are checked across spreadsheets, past projects, and individual engineering knowledge.

Useful first phase
One product family with explicit product rules, engineering constraints, supported configurations, and a review path for exceptions.
Possible output
A valid configuration, engineering review required, unsupported requirement, or missing information, with the reason recorded.
Potential benefit
More consistent application decisions and fewer unsupported selections reaching quoting or engineering.
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EXAMPLE 03

Configuration → Engineering Handoff

An accepted quote reaches engineering without the configuration decisions, customer exceptions, or document inputs needed to proceed.

Useful first phase
One confirmed configuration turned into a structured handoff package for one engineering team or downstream system.
Possible output
Approved configuration, BOM inputs or outputs, engineering requirements, customer exceptions, open questions, drawing/document inputs, and downstream system data.
Potential benefit
Less reconstruction between sales and engineering, with production information tied to approved decisions.
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EXAMPLE 04

BOM → Inventory / Quote Readiness

Part data needs manual cleanup before estimating, purchasing, or checking availability.

Useful first phase
One BOM export/import, part mapping, unmatched-item review, and quote-ready summary.
Possible output
Validated part records and sourcing review items. LogiDraft can supply structured assembly and part data when the design starts there.
Potential benefit
Less re-entry and cleaner handoffs into inventory, ERP, or quoting systems.
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