As part of their yearly sales process for small and large groups, our client quotes many products to their current and prospective clients. They needed a system that allowed them to track both the quoting process and the way sold products were processed, from setting up membership through to processing claims. They originally spent more than a year building an application to do this, but the results were not what the business needed or wanted. As a temporary workaround, our client began to use a spreadsheet that tracked work as it moved from stage to stage within the Pega application. However, the process was extremely manual, requiring significant manual data entry, and therefore contained considerable risk of error.