A seven-step walkthrough showing what happens when you replace email threads and spreadsheets with a structured operations intelligence platform.
How most UK manufacturers manage enquiries, engineer allocation, and client visibility today — and what it costs them.
Client requests arrive by email, phone, and web form with no structured capture. Each one sits in a personal inbox. No routing, no triage, no record of what came in. Engineers find out about jobs by being forwarded an email chain — sometimes days after the initial contact.
Senior engineers spend hours on enquiries that don't match capabilities, are outside capacity, or were already handled elsewhere. Without pre-screening, the wrong tier gets the wrong job. Your most expensive resource doing administrative triage.
Clients have no portal, no project tracking, no document hub. Their only option is to email or call for an update. Your team spends time fielding status requests that a system should answer automatically. Every chased update is a signal that trust is eroding.
How many active projects? Which sectors? Which engineers at capacity? What's converting and what isn't? The answer to every one of these questions requires someone to manually compile information from multiple inboxes and spreadsheets. By the time it's done, it's already wrong.
OppsDash replaces the inbox, the spreadsheet, and the phone call —
with a structured platform your team and your clients use from day one.
Recognise this? Every enquiry is in here somewhere. Finding it, routing it, and responding to it is a manual job — every time.
The Automotive Tier 1 enquiry from the previous screen — entered through OppsDash. Structured intake. AI pre-screening. Engineer assigned before a human reads the email.
Once triaged, every enquiry joins the live operations pipeline. Assigned, tracked, and visible — without a single email thread.
| Ref | Client | Requirement | Score | Engineer | Status |
|---|---|---|---|---|---|
| OPS-0088 | Automotive Tier 1 | 304SS bracket — 50k/yr | 94% | J. Hartley | Active |
| OPS-0087 | Medical Device Co. | 316L housing — 12k/yr | 87% | M. Chen | Review |
| OPS-0086 | Defence Contractor | Titanium clip — 5k/yr | 71% | S. Patel | New |
| OPS-0085 | EV Lamination OEM | Elec steel stack — volume TBC | — | Unassigned | Blocked |
| Area | Current State | With OppsDash | RAG |
|---|---|---|---|
| Enquiry Response | 2–4 days. Email arrives, sits unread, gets forwarded, eventually assigned. | Structured intake, AI scored, engineer assigned — within the hour. | G |
| Engineer Allocation | Manual. Senior engineers triaging unqualified leads — 30–40% of their time. | AI pre-screen routes to the right tier automatically. Senior engineers on qualified work only. | G |
| Client Visibility | No portal. Clients chase updates by email and phone. | Client portal with live project status. Updates generated automatically. | G |
| CEO Pipeline View | Manually compiled. Always behind. No sector or engineer breakdown. | Real time. Sector, engineer, and conversion data on one screen. | G |
| Knowledge Capture | Enquiry history in personal inboxes. Leaves when people leave. | Full enquiry and project history in the system permanently. | G |
| CPQDash Integration | Quoting and operations are separate, disconnected processes. | OppsDash routes qualified enquiries directly to CPQDash. One platform, end to end. | G |
| Custom Deployment | Enterprise operations platforms: 6–18 months, major investment. | OppsDash is custom designed and configured for your business. | G |
OppsDash and CPQDash integrate with the software already running in your business — accounting, ERP, document storage, and communications. No forced migrations. No rip-and-replace. Your choice, configured as part of the build.