Success Story

How Ardee Engineering Digitized Its End-to-End Sales & Project Lifecycle with Quixy

Info

Customer : Ardee Engineering
Domain: Engineering & Construction

Customer Brief

Ardee Engineering Ltd. is a leading engineering, manufacturing, and project execution organisation specialising in end-to-end solutions across Pre-Engineered Buildings (PEB), Civil, and Electrical works. With in-house design, fabrication, and execution capabilities, Ardee manages the complete project lifecycle — from client order initiation through planning, procurement, manufacturing, delivery, and commissioning, operating manufacturing facilities in Hyderabad and Visakhapatnam.

As part of its digital transformation journey, Ardee identified the PEB department as the critical first business unit for process digitization, with the goal of replacing a fragmented mix of emails, spreadsheets, and offline document exchanges with a unified, role-based, and fully traceable digital platform powered by Quixy.

Challenges Ardee Engineering Was Facing Before Quixy

Ardee’s sales and project pipeline was managed entirely through manual processes, with client details, enquiry status, design revisions, and approvals scattered across individuals rather than centralised systems. Key challenges included:

No centralized client & enquiry management: Client information was scattered across emails & spreadsheets.
Fragmented communication & documentation: Design queries, negotiations, drawings, estimates, & PO documents were managed manually with no version control or audit trail, making collaboration and retrieval difficult.
Inefficient project handovers: Confirmed enquiries were transferred to the PMC team through informal processes, causing delays and miscommunication.
Limited visibility and accountability: The absence of role-based access, workflow automation, and audit logs reduced traceability and ownership across Pre-Sales, Design, Drafting, and PMC teams.

Quixy’s Solution: Transforming Ardee Engineering’s Operations

Ardee Engineering collaborated with Quixy to implement a centralised PMIS & ERP Process Digitization system for its PEB department using Quixy’s no-code platform. The solution digitizes the full sales and project lifecycle — from client onboarding and enquiry creation through design coordination, negotiation recording, GA drawing approval, and formal PMC handover — across 14 end-to-end use cases, without disrupting existing business operations.

Mapped and standardized end-to-end sales and project workflows before digitization.
Built 14 integrated no-code applications covering the complete sales lifecycle with automated workflow transitions and email notifications.
Implemented role-based access for 9 user roles with secure approvals and complete process visibility.
Integrated Tally ERP and migrated legacy data from Excel for seamless financial and operational continuity.
Conducted user onboarding and training to ensure smooth adoption across departments.

Centralized client & enquiry management with unique IDs, end-to-end tracking & structured negotiation workflows.
Automated design query & document management with version control for drawings, proposals, POs, and related files.
Role-based workflows with engineer reassignment, delegation, and a complete tamper-proof audit trail.
Automated PMC handover with module locking, ensuring seamless transition from Sales to Project Management.
Tally ERP integration & legacy data migration from Excel for unified financial and operational records.

Benefits Galore

Ardee Engineering’s digital transformation delivered structured, measurable improvements across its PEB department. With Quixy’s no-code platform, the team moved from scattered spreadsheets and email chains to a fully traceable, role-based digital workflow — covering 14 use cases end to end. Every enquiry is now uniquely identified and independently tracked. Every design query has a serial number, a recorded response, and a full history. Every negotiation outcome is formally captured with mandatory documentation before a PO is released. Every project handover to PMC is a single, consolidated, locked package — no missing documents, no informal handoffs. Beyond the operational gains, this implementation lays a scalable foundation that can be extended to Ardee’s Civil and Electrical departments in subsequent phases, while maintaining consistency in workflows, approvals, and reporting mechanisms across the organisation.