Advanced platform for offers with integrated AI and technical calculation

We developed for Greenvolt a comprehensive platform for opportunity management, technical calculation and advanced analysis that unifies data, automates complex processes and allows comparing scenarios, generating versions, sharing proposals and validating calculations with the help of AI. The solution completely modernizes the commercial and technical flow, from project creation to sending it to the CRM, integrating an intelligent chatbot that interprets data, executes calculations and guides the team in real time.

Challenges

• Need to digitalize the commercial process, currently dependent on manual tools.
• Separate systems for calculation, documentation and opportunity management.
• Lack of traceability between versions, offers and validations.
• Need for an AI agent capable of understanding projects, applying calculations and maintaining history by session.
• Possible need to open access to external commercial teams while maintaining security and control.
• Need for multilingual support and future expansion of usage channels

Methodology

Modular and scalable development

Migration to React, construction of the project engine, versioning system, advanced actions and calculation panel connected to the technical engine.

Integration of the chatbot and intelligent calculation

Implementation of AI agents connected to the Excel engine and the database. They were trained to interpret projects, execute calculations and return comparative analyses.

Architecture in Azure and security

Deployment of the solution in Azure under corporate security standards: private VNet, Windows VM, PostgreSQL, Azure OpenAI and DevOps pipelines.

Validation, testing and training

Functional testing, calculation validation, loading of real projects and training on usage, versions and acceptance flows.

Modular and scalable development

Migration to React, construction of the project engine, versioning system, advanced actions and calculation panel connected to the technical engine.

Integration of the chatbot and intelligent calculation

Implementation of AI agents connected to the Excel engine and the database. They were trained to interpret projects, execute calculations and return comparative analyses.

Architecture in Azure and security

Deployment of the solution in Azure under corporate security standards: private VNet, Windows VM, PostgreSQL, Azure OpenAI and DevOps pipelines.

Validation, testing and training

Functional testing, calculation validation, loading of real projects and training on usage, versions and acceptance flows.

Results

• Complete digitalization of the commercial and technical flow, eliminating manual dependencies.
• Reduction of offer generation time, thanks to automatic calculation and AI assistance.
• Higher precision in calculations by maintaining a single validated technical engine.
• Better collaboration between teams, with version control, sharing and total traceability.
• Higher accessibility, with multilingual support (ES/PT/EN) and option to extend usage to external agents.
• Optimized infrastructure in Azure, secure, scalable and with controlled costs.