First, give conclusions that can be used for decision-making
The AI Quoting System requires an interpretable business basis without having to have big data first. Standard products can start with catalogues, configuration rules, price lists and discount privileges; engineering or non-platform items can start with representative projects, BOM, working hours, materials, foreign agreements and risk lists. Historical offers must be used as a reference only, and a distinction must be made between whether or not the deal is made, current costs, currency taxes and special commercial conditions. The first stage involves senior personnel and records each manual replenishment, modification and rejection as a new sample.
What conditions need to be identified before judgement is made?
The same question may have different answers under different business, data and project phases. It is suggested that the following conditions be checked and that the common findings on the web be incorporated into their own projects.
Suggested order of advance
First, we'll be clear about the target and the border.
Select a product community with high frequency and clearer borders.
Validation Key Dependence
(b) Collating minimum available fields, costs, rules and approval responsibilities.
Development of assessable outcomes
The manual standard and the PoC are set using a small number of real requests.
Make sure you decide the next step with the real results.
Record manual modifications and orders and build up reliable samples on an ongoing basis.
How do you understand it in the actual business?
The equipment enterprise has only been able to spread out to the computer for sale, but the cost of the product configuration and the main components is relatively stable. A product line can be selected, with the sales, technology and cost personnel identifying 20 to 50 representative projects, forming rules of configuration, cost and risk; the first stage of system generation drafts, not directly sent to customers, and progressively complete data in use.
The easiest pit to step on.
The old Excel, which is a large but disorganized calibre, is directly used as training data.
To supplement the data, the model speculates on its own costs and processes.
No manual changes are confirmed on an ongoing basis by the business owners
How should we end up receiving and confirming?
The first delivery of the field dictionary, source, version, product range, cost rules, historical sample quality description and manual validation process; the system must be clear about data gaps and conflicts and not generate formal prices that appear complete but cannot be traced.
When preparing to communicate with suppliers or internal teams, it is recommended that current processes, representative samples, existing systems, planning time and budget levels be brought. First, the unknown items are clearly marked, and then the decision is made to use diagnostics, PoC, fixed-range projects or ongoing research and development, which is usually more reliable than a direct demand for a price and duration without borders.