Discussion

By Brian Shipe on Apr 17, 2019

"You look at the data and realize that you estimate certain product types over and over with only slight variations."

Can you give a few examples of the Product Characteristics that make sense to look at from a "grouping" perspective?
Colors
# of Forms
Pages Per Signature
Sides Printed
Imposition
Finishing Process Steps (Cut, Fold, ETC)
# of Parts Per Product
OV Services needed

I've got a list of 20,000 Estimates from the past 5 Years. Where should I start?

By Wayne Lynn on Apr 17, 2019

Jennifer, pattern recognition is a right brain function. It may be the first cousin to intuition. Seeing the big picture requires intuition. Many people, in the daily rat race, don't stop and look at the big picture long enough to see the patterns. You have to get out of the weeds. Keep preaching, you are 100% correct!

By Jennifer Matt on Apr 22, 2019

Brian,

What you're looking for is "product templates" which means a recipe of manufacturing. For example; a poster that is printed and finished in a certain way. When you go to estimate this product in the future, you will start with this "template" (think of it as a head start). This means that for a good portion of your work, you would never start from a blank slate. You would start with pre-built products which then can be customized for the specific quote.

I like to think about it as lego blocks. If you start everything in your business from scratch, you are wasting precious, expensive, human brain power on repetitive tasks that could be encoded into "templates" or processes so that the human brain can be freed up to work on critical thinking tasks.

An optimized estimating department is constantly iterating on their product templates so that each and every estimate can be an assembly of pre-built lego figurines instead of generic blocks. The estimate is a zoo, the product templates are little lego animals. When you need to estimate 6 products, you drag the 6 little animals into the estimate and then you make a few changes - cutting the time down by a lot. Greatly reducing your surface area for errors.

Might have gone done a little bit of a weird analogy with the legos, zoo, and animals ;-) Basically you want to create pre-made estimate parts that you can quickly assemble.

Jen