Global Steel Producer & Commercial Workflow Optimization Case Study

Industry

Global Steel Producer

Overview

Steel producer's energy projects division centralized RFQs, pricing logic, and commercial workflows with Equipt.ai for faster responses and strategic market visibility.

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Challenges Faced

Disconnected commercial configuration Commercial and BD teams relied on Excel and disconnected tools to configure offers for different shapes, forms, and grades of steel used in projects such as oilwell drilling and LNG plants.
Manual opportunity data assembly Each opportunity required assembling data from multiple mills, business units, and currencies, with no integrated way to model pricing methods or see how one project related to another.
Slow responses and poor visibility Responses were slow, updates were error‑prone, and leadership had limited visibility into relationships between projects, customers, and foreign exchange exposure.

Solution

Modernizing Energy Projects Commercial Operations with Equipt.ai

Structured Pricing Methodologies Complex pricing rules, multi‑mill inputs, and commercial parameters are modeled directly in the platform, replacing legacy spreadsheets and ensuring consistency across regions.
Flexible RFQ Intake and Tracking RFQs can be captured in any format and converted into standardized records with full history, making it easy to track status, revisions, and decisions across the portfolio.
Centralized Commercial Pipeline Visibility All active energy‑project pursuits, accounts, and counterparties are managed in one place, giving teams a shared view of priorities and progress.
Data‑Driven Commercial Decisions Connected data and dashboards expose interdependencies between projects, customers, and pricing, helping leadership allocate resources and shape commercial strategy with confidence.

Results

Higher commercial productivity through automation of complex pricing and RFQ handling.
22–28% reduction in response times for high‑complexity RFQs.
Higher conversion and completion rates on priority energy‑project pursuits.
Stronger customer engagement and positional advantage through faster, more transparent commercial workflows.

Testimonial

Equipt.ai’s CRM streamlines customer acquisition and improves commercial efficiency across our global teams, delivering data-driven insights that support smarter decisions as we scale in energy markets.

Chief Executive Officer