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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-publish'"]
    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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