Global Energy & Engineering Consultancy

Proteus partnered with a global energy transition and engineering consultancy to transform a fragmented, manual commercial delivery process into a fully governed, end-to-end digital platform. The solution standardised opportunity management, pricing, approvals, and project delivery across global teams, improving control, consistency, and operational efficiency at scale.

At a glance

• Scope: Digital transformation of project and commercial delivery
• Users: 500
• Geography: Global
• Modules: Opportunity management, pricing, approvals, variation control, reporting

The challenge

The organisation was operating with inconsistent commercial processes across regions, leading to inefficiencies and governance risks:

• Fragmented pricing models across global teams
• Heavy reliance on spreadsheets for commercial management
• Inconsistent proposal quality and outputs
• Manual, time-consuming bid and proposal generation
• Limited enforcement of Delegations of Authority (DOA)
• Weak control over margin impact during project variations

A more structured, automated, and governed approach was required to support scalable global growth.

The Solution

Xergy implemented Proteus as the enterprise platform for commercial delivery and project execution, integrating proposal development, pricing control, approvals, and reporting into a single governed workflow.

• Automated proposal generation Integration with Salesforce, Microsoft Word, and SharePoint enabled automated creation of standardised proposals, including embedded schedules and resource plans.
• Centralised pricing control A unified pricing model replaced spreadsheet-based processes, ensuring consistency across all bids and regions.
• Digital approval workflows DOA-driven approval chains were embedded directly into the system, enforcing governance based on value, risk, and authority levels.
• Variation and margin control Structured change management ensured all scope and budget variations were tracked, approved, and auditable.
• Real-time reporting architecture A read-only analytics layer provided consistent, real-time reporting across commercial and delivery data.

Xergy’s role

Xergy led the end-to-end delivery of the platform, including:

• Full platform implementation and configuration
• Integration with Salesforce, Microsoft Word, and SharePoint
• Design and configuration of DOA-based approval workflows
• Reporting and data architecture design
• User enablement and adoption support

The Outcomes

The transformation delivered significant improvements in efficiency, governance, and commercial visibility:

• Dramatic reduction in proposal creation time through automation
• Elimination of manual spreadsheet-based pricing processes
• 100% enforcement of Delegations of Authority via digital approval gates
• Consistent, high-quality proposal outputs across all regions
• Real-time, standardised reporting accessible across the organisation
• Stronger control over margin impact through structured variation management

“The platform has transformed our commercial process from a manual administrative task into a streamlined, governed, and highly scalable digital workflow.” Digital Transformation Lead

Impact

• Standardised commercial delivery: Unified pricing, approvals, and proposal processes across global teams
• Reduced manual effort: Significant automation of proposal generation and reporting
• Improved governance: Embedded approval controls aligned to Delegations of Authority
• Operational visibility: Real-time insights across commercial and project performance
• Scalability: Proven deployment across a global, multi-business-unit environment

Read more to find out more about how Proteus can transform your business, or get in touch with our team today.