About Banner

Case Study

Inlite

How Inlite Transformed Project-Based Quoting and Tender Management with Envertis

Client Overview

Industry - Distribution Business Type - B2B Location - Australia

Client Overview

Inlite Lighting Australia is a leading Australian lighting distributor supplying commercial, industrial and infrastructure projects across Australia.

Unlike traditional distributors, Inlite operates within a project-driven environment where products are specified during tender stages involving electrical contractors, builders, consultants and project delivery teams.

The business frequently supports large-scale projects requiring custom lighting specifications, supplier coordination and highly competitive quotation processes.

Business Challenges

The lighting industry operates very differently from traditional distribution businesses.

For every major construction or infrastructure project, multiple electrical contractors and service providers may compete for the same tender.

As a result, Inlite often prepares quotations for multiple contractors participating in the same project.

While several quotations may be submitted, only one contractor is ultimately awarded the project.

This created unique operational challenges that traditional CRM and ERP systems were unable to handle effectively.

Complex Project-Based Quoting

For a single project:

  • Multiple electrical contractors participate
  • Multiple quotations must be generated
  • Product specifications may vary
  • Pricing may differ
  • Project requirements evolve continuously

Managing this process manually became increasingly difficult as project volumes increased.

Quote Duplication & Administration

The sales team frequently needed to:

  • Create multiple quotations for the same project
  • Track competing contractors
  • Manage project revisions
  • Monitor project status

This required significant manual effort and created reporting challenges.

Limited Tender Visibility

Management lacked visibility into:

  • Active projects
  • Tender pipelines
  • Quote conversion rates
  • Project opportunities
  • Contractor engagement

Understanding which projects were progressing became difficult.

Industry-Specific Sales Process

Traditional CRM systems are designed around customer opportunities.

However, Inlite's sales process revolves around projects.

The business required a solution built around:

  • Projects
  • Contractors
  • Consultants
  • Tender stages
  • Product specifications

rather than a conventional sales pipeline.

Operational Integration Requirements

The business needed project activities to flow seamlessly into:

  • Inventory
  • Procurement
  • Order fulfillment
  • Accounting
  • Reporting

Once a project was won.

Why Envertis

Inlite selected Envertis because of its ability to understand complex business processes and design solutions tailored specifically to industry requirements.

Distribution expertise
Custom development capabilities
Project-based workflow understanding
CRM customisation experience
End-to-end implementation services
Ability to support highly specialised business models

Solution Delivered

Envertis designed and implemented a fully integrated project-based business platform tailored specifically for the lighting distribution industry.

The solution connected CRM, quoting, sales, procurement, inventory and accounting into a unified environment.

Bespoke Project Quoting Engine

A custom quotation management framework was developed to support Inlite's unique tendering process.

  • Multiple quotations per project
  • Contractor-specific pricing
  • Project-level visibility
  • Quote version management
  • Tender tracking
  • Project conversion monitoring

This enabled sales teams to manage complex opportunities efficiently.

Industry-Specific CRM

The CRM was redesigned around project opportunities rather than traditional sales opportunities.

  • Project lifecycle tracking
  • Consultant management
  • Contractor management
  • Tender visibility
  • Opportunity forecasting

Sales Process Optimisation

Envertis customised sales workflows to reflect how the lighting industry actually operates.

  • Improved project visibility
  • Faster quotation preparation
  • Better pipeline management
  • Improved conversion tracking

Inventory & Procurement Integration

Once projects were awarded, information flowed directly into:

  • Procurement planning
  • Inventory allocation
  • Order fulfillment
  • Delivery management

This significantly reduced manual administration.

Accounting Integration

Project and sales activities were connected directly with financial operations, improving:

  • Financial visibility
  • Reporting accuracy
  • Project profitability analysis
  • Operational efficiency

Key Business Outcomes

Following implementation, Inlite gained significantly greater control and visibility across its project sales lifecycle.

  • Streamlined project-based quotation management
  • Improved visibility across tender opportunities
  • Better tracking of contractor participation
  • Reduced manual quotation effort
  • Improved project pipeline visibility
  • Faster sales processes
  • Enhanced operational reporting
  • Better inventory planning
  • Improved project conversion tracking
  • Unified business operations
  • Scalable platform supporting continued growth

Before vs After

Before After
Manual tender tracking Centralised project visibility
Multiple spreadsheets and documents Integrated project management
Complex quote administration Automated quotation workflows
Limited project forecasting Real-time project pipeline visibility
Disconnected operational processes End-to-end business integration
Difficult contractor tracking Structured contractor management
Limited reporting Real-time dashboards

Business Impact Snapshot

From Quotes to Projects

The most significant outcome of the project was shifting the organisation from a quotation-centric process to a project-centric business model.

By creating a custom platform designed specifically for the tender-driven nature of the lighting industry, Inlite gained visibility into every stage of the project lifecycle while improving operational efficiency across departments.

The result was a platform that supports how the business actually operates rather than forcing the business to adapt to generic software processes.

Why Australian Project-Based Distributors Choose Envertis

  • Australian Odoo Partner
  • Distribution Specialists
  • Bespoke CRM & Quoting Experts
  • Project-Based Workflow Specialists
  • End-to-End Business Transformation
  • Local Australian Support

Facing Similar Challenges?

If your business manages:

Tender opportunities • Project-based sales • Complex quotations • Multiple stakeholders • Contractor networks • Industry-specific workflows

Envertis can help.

Book Your Free Project Sales Process Assessment

Free ERP Readiness Assessment

Get free consultation and let us know your project idea to turn it into an amazing digital product.

Sydney

Se 506, 8 Help Street, Chatswood, NSW 2067

Brisbane

324 Queen Street, Brisbane, QLD 4000

Melbourne

171 Collins Street, Melbourne, VIC 3000

Send Us Message