Appian InnoServ Proposal Tool

Client Overview:

InnoServ is a chemical and equipment solutions service provider company that helps businesses improve their operational efficiency using high-quality products and services. It was founded in 2021, since then the company has focused on providing smart solutions for environmental cleanliness and beverage service needs. As Innoserv grows and expands its market presence in Canada, it would require tools that ensure product availability, dynamic pricing updates, and an improved sales process for Business Development Specialists.

Scope of Work

Earlier BDS depended on Google sheets with manual maintaining data for preparing product proposals for customers. This approach needed frequent manual updates and mobile accessibility was absent. The new Appian-based system was developed to:

Allowing BDS to filter and select products available in the respective regions ( like the US or Canada)
Generating structured PDF proposals, leasing details and automatically embedding pricing.
It provides a centralized data source, letting new product additions and pricing updates be reflected immediately.
Improving mobile usability and making the tool accessible from any device.

Business Challenge

As InnoServ grows several operational challenges have emerged:

Complex Product Hierarchy Navigation: Though the US-Canada segment existed, identifying and choosing products within the structured categories was difficult.
Manual Pricing Entry For Chemicals: In contrast to equipment, chemical pricing was not always available, it required BDS for inputting values manually.
Limited Proposal Formatting in Appian: Due to limited built-in document generation capabilities it was a proven challenge in adapting complex layouts within Appian.

JRD Systems Solutions:

To overcome the challenges, we incorporated an Appian-based solution:

Java Plugin for PDF Generation: Using an existing Appian App Market plugin to create structured and image-rich proposals.
HAM Broker Integration: Manual edits can be eliminated by making all the changes within Innsoserv’s catalog by automatically syncing with the tool.
Optimized Product Hierarchy Filtering: Smart categorization ensures reduced errors, improved workflows, and efficient product selection.
Mobile-Friendly Interface: BDS helps in generating proposals and selecting products conveniently from any device.

Key benefits:

Real-Time Data Updates: New products and pricing alterations sync automatically from HAM Broker, ensuring BDS works with the most recent and accurate information.
Efficient Proposal Generation: Automating workflows lets BDS generate structured PDFs and improve sales efficiency.
Improved Accessibility: Appian-based system is a mobile-responsive system which replaces the rigid and desktop-focused Google sheets tool.
Smarter Production Selection: Intelligent filtering and hierarchy mapping ensure that products are classified accurately, improving selection speed and accuracy.
Improved PDF Formatting in Appian: While migrating proposal generation to Appian, it was challenging and by using a Java-based PDF plugin it improves formatting and clarity making sure that the final documents meet the presentation standards.