Strategic Automation Framework for Quote Lifecycle Management
Challenge
House of Juice’s event-service team relied on email threads and Excel sheets to price corporate activations. The manual process delayed responses, produced version-control mistakes, and provided no visibility into quote status.
Strategy
- Architect a serverless, event-driven pipeline on AWS: API Gateway → Lambda → DynamoDB for hot reads, with periodic sync to PostgreSQL for reporting.
- Generate print-ready HTML quotes on-the-fly to avoid PDF storage and bandwidth fees.
- Build a React dashboard that surfaces quote cards, status buttons, and live metrics for managers.
Execution
- QuoteCalculator Lambda ingests form data, computes pricing tiers, and writes to DynamoDB (JSON) + PostgreSQL (relational).
- QuoteNotifications Lambda pulls DB entries, renders tailwind-styled HTML, emails clients, and updates dashboard cards via WebSocket.
- Cost-aware design: provisioned concurrency only during business hours, S3-cached assets, and IAM least privilege policies.
- CI/CD with AWS SAM pipelines and unit tests for price-rule integrity.
Outcomes
- Turnaround time for a new quote dropped from >24 h to ≈2 min.
- Managers gained live visibility into every quote’s lifecycle; no more stale spreadsheets.
- Infrastructure spend stayed under $25 mo. on the AWS Free Tier plus spot allocations.
- Error rate in quote data entry reduced 95 % through automated validation.
Key Capabilities Demonstrated
- AWS serverless architecture & hybrid data modeling
- Workflow automation and real-time dashboards
- Cost-optimized engineering and resource governance