Client story Modernising Legacy Systems to Drive Efficiency


CLIENT STORY

Driving Quotation Efficiency:

How Amdaris, an Insight Company, Streamlined Sales Workflows for a Leading UK Equipment Distributor

 

Client

A prominent UK-based distributor of construction, demolition, recycling, and waste management equipment sought to modernise their quotation process.

Industry: Equipment distribution

Challenge

As the UK’s largest independent dealer of heavy equipment, the client operates in a highly competitive landscape where rapid, accurate quotations are critical to sales success.

Outcomes

Amdaris, an Insight company, adopted an agile methodology supported by continuous stakeholder workshops. Requirements were refined iteratively, enabling rapid feedback loops and delivery of a minimum viable product (MVP) early in the process.

Amdaris, an Insight company, was selected for its ability to deliver a comprehensive, custom built solution from the ground up.

With no prior software development experience on the client side, Amdaris, an Insight company, led the initiative - offering full-spectrum support across business analysis, development, testing, and deployment.

The result is a solution that aligns with the client’s long-term ambition: to become a onestop shop that combines equipment and digital services, setting a new industry benchmark.

Two business colleagues working on a project

Our solution

Amdaris, an Insight company, delivered a custom-built, cloud-native application tailored to the sales team’s specific needs.

Strategic Approach
Through ongoing workshops involving both client stakeholders and Amdaris professionals, the team followed a continuous discovery and agile delivery model. This iterative approach ensured close alignment with business needs and enabled rapid adaptation to emerging requirements.

Bespoke Features
The application features a clean, intuitive interface optimised for both laptops and tablets. It enables real-time quotation generation and customer-facing interactions, while hiding sensitive profit data during discussions. The system integrates a digital approval trail and secure document handling.

Scalability & Compliance
Built using microservices and white-label architecture, the platform is designed to scale seamlessly and securely - positioning the client to expand or adapt features without disrupting core functions.

Benefits and outcomes

While full deployment across the sales team is set for 2025, early exposure to the solution has already yielded strong internal approval. Key anticipated outcomes include:

  • Efficiency Gains: Sales managers will be able to generate and share quotes on the spot using tablets - drastically reducing time spent per quote.
  • Improved Workflows: The manual approval chain is now digitised, enabling faster turnaround and clearer audit trails.
  • User Experience: Feedback from early users has been positive, with a clear preference for the new system over legacy tools.
  • Operational Flexibility: The solution’s cross-device accessibility empowers field teams to work more effectively wherever they are.

By  Insight Editor / 13 Oct 2026