The current quotation process at Dallmayr Automatenservice SAc is manual and inconsistent, leading to delays, errors, and inconsistencies. These issues negatively impact customer satisfaction and diminish the company’s competitiveness. A comprehensive analysis has identified significant inefficiencies and challenges that must be addressed to improve process quality and efficiency sustainably.

The approach to digital transformation is structured into five key phases: planning, training, implementation, monitoring, and continuous improvement. Central to this transformation is the implementation of a quotation tool within the VEGA ERP system, designed to automate and standardize the process. Change management strategies are also developed to foster employee acceptance and minimize resistance.

The theoretical implementation of the quotation tool within the VEGA ERP system is anticipated to yield significant improvements: reduced processing times, fewer errors, and enhanced customer satisfaction. Additionally, the standardization of processes is expected to optimize resource utilization and increase employee productivity, positioning Dallmayr Automatenservice SAc as a more agile and competitive market player. The introduction of Key Performance Indicators (KPIs) will enable continuous monitoring and assessment of the tool’s effectiveness. Critical success factors include clear leadership, comprehensive training programs, and a robust IT infrastructure to support successful implementation. In the long term, continuous process improvement is essential to maintaining the company’s competitiveness and achieving its strategic objectives.