Design study - An internal assistant for transport operations and quoting
Putting operational knowledge and quoting in one staff assistant. Design study.
- Client
- A1A Limo
- Year
- Service
- Knowledge retrieval, Quoting workflows, Transportation
- Engagement
- Design study
The Challenge
Staff needed role-appropriate access to SOPs and pricing along with a simpler itinerary-to-quote workflow.
The Approach
BeeNex scoped an internal assistant with role-appropriate SOP and pricing retrieval, itinerary-based quotations and formatted email output. Document-sync and activity logs support administrator oversight.
Capabilities
- SOP/policy retrieval
- Pricing documents
- Itinerary-based quote
- Formatted email output
- Five-minute file-sync target
- Admin/CSR/dispatcher roles
- Usage/file/quote logs
- Document and user management
Workflow
- Sync approved documents
- Staff asks operational question
- Retrieve role-appropriate material
- Enter itinerary
- Prepare quote/email
- Review output
- Log activity
- OneDrive
- SharePoint
- Google Cloud (proposed)
- AI retrieval
- Web assistant
Outcome
The proposed MVP connects operational knowledge, quotations and role-based access in one internal experience. Sync cadence and output quality are parameters to validate at deployment.