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User Journeys & Flows

Visualizing the human-system interactions within CostEngine (MfgIQ).


1. The Standard Quotation Journey (P0)

The most common path for an estimator moving from an email RFQ to a sent quote.

sequenceDiagram
    participant E as Estimator
    participant S as System
    participant C as Customer

    C->>E: Sends RFQ (Drawing + Quantity)
    E->>S: Uploads Costing Excel
    S->>S: Parses Geometry & Weights
    S->>S: Maps RM Rates from Master
    S-->>E: Displays Draft Cost Breakdown
    E->>E: Adjusts Turning time (Override)
    E->>S: Selects "Safe (35%)" Margin
    S-->>E: Generates Quote PDF
    E->>C: Sends Quote via Email

2. Material Price Update Journey (Admin)

Handling sudden market shifts across the entire open quote database.

flowchart TD
    A[Market Rate Increases] --> B[Admin Updates Master Rate]
    B --> C{Affects Open Quotes?}
    C -->|Yes| D[System Flags "Out of Sync"]
    C -->|No| E[End]
    D --> F[Estimator Reviews Diff]
    F --> G[Click "Refresh & Re-pubish"]
    G --> H[Version v1.1 Created]

3. High-Speed Comparison Journey

Comparing a new quote against a successful historical winner.

graph LR
    A[New RFQ] --> B[Clone Winning Quote]
    B --> C[Change Geometry Data]
    C --> D[Run Compare Tool]
    D --> E{Highlight Variances}
    E -- "Material" --> F[Explainable Diff]
    E -- "Efficiency" --> G[Explainable Diff]

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