Project Sales Calculation and Quotation Tool (Broker)

Background

• In Rexel’s (lighting) project sales, the Broker quotation calculation software is used to streamline the creation and version control of project sales quotations.

• The continuity of project sales must be ensured smoothly when transitioning to Ahlsell’s systems.

• Ahlsell Group does not have a group-wide project sales calculation and quotation software.

• Ahlsell Norway has its own local project sales calculation and quotation software called Cobrief.

• It is not known whether Ahlsell Sweden has a separate project sales calculation and quotation software.

• Rexel’s project sales has used Broker, which currently contains 57,000 quotations. About 600 new quotations are created each month.

• Typically, (lighting) project sales quotations contain many lines (over 100).
  

Proposal

Ahlsell’s new project sales team in Finland will continue using Broker.

• The need for additional Broker user licenses, beyond the project sales team, will be assessed case by case.

PHASE 1 – Stabilizing Daily Business Operations

• Product, price, and customer data will be manually imported into Broker at least once a month.

• Desired quotations are copied from Broker to the Vivaldi quotation routine, through which quotations can easily be converted into orders.

• A resource from the Business Development organization will be assigned to both tasks.

PHASE 2 – Enhancing Support Functions

• Investigate whether the necessary data for Broker can be found in the Datalake.

• Implement data transfer from the Datalake to Broker once per day.

• Desired quotations are copied from Broker to the Vivaldi quotation routine, making order creation easier.

PHASE 3 – Further Enhancing Support Functions

• Build an integration for automatic generation of Vivaldi quotations from Broker.

PHASE 4 – Moving Away from Country-Specific Models

• Implement a group-level quotation tool for Ahlsell Group.
  

User Licenses (Broker costs at Rexel)

• €48,960/year

• €40/user/month

• 102 users

Server Costs

• €3,732/year

• Server: €60/month

• Storage: €243/month

• Reports: €8/month

Support and development are additional costs.

• 2025 invoicing for these: €11,600.
  

Urgency Matrix

Opportunities and Benefits

Threats and Risks

Short Term

Long Term

 Discovery activities: (to be added as Epics)