Business Proposal Tracking Database – Custom Microsoft Access Optimization by WSI

Winning Solutions, Inc. (WSI) partnered with a prominent construction and engineering firm to modernize and enhance their internal Proposal Tracking Database. The client’s system, originally built in Microsoft Access, needed a strategic update to improve usability, streamline data entry, and empower better decision-making through advanced reporting and automation.

Client Objectives

The project focused on enhancing the database to better support proposal tracking and project management across divisions. Specific goals included:

• Improving the user interface for faster, error-free navigation and data entry.
• Adding new data fields for project managers and estimators.
• Enhancing proposal reporting and tracking visibility.
• Automating proposal revision and numbering logic.

Scope of Work and Custom Enhancements

WSI worked closely with the client to define, develop, and deploy upgrades that aligned with their operational workflows and technical environment.

User Interface Enhancements

• Updated the main switchboard interface with improved navigation—renaming "Add Proposals" to "Add Jobs and Proposals" and adding a “Reports” button.
• Introduced division-specific sub-forms for Pipe Fabrication, Paint, and Nuclear divisions to streamline data capture.
• Added clear labels for new Estimator and Project Manager fields.
• Automated job number formatting logic based on division for consistency and accuracy.

Data Field Customization

• Inserted Estimator and Project Manager fields across relevant forms and reports.
• Built a maintenance list manager to control dropdown options for project roles, improving data integrity.

Advanced Reporting Features

• Enhanced the “Weekly Proposals Submitted” report to display new job data points.
• Added filter/sort capabilities by division, estimator, and project manager to improve report usability.

Automation Enhancements

• Added a “Revise Proposal” button that automatically increments job numbers and preserves data history.
• Incorporated business logic to lock fields under specific conditions, reducing risk of manual input errors.

Development & Delivery

WSI delivered the solution in carefully planned phases, incorporating iterative testing and client feedback. The final solution was deployed across both 32-bit and 64-bit Access environments and integrated into the client’s local network infrastructure.

Client Impact

• Faster, more accurate data entry and tracking across departments.
• Robust visibility into proposal history and award status.
• Streamlined workflows for project managers, estimators, and administrative staff.

Conclusion

This case study illustrates how WSI transforms Microsoft Access systems into high-performance business tools. With customized features, automation, and ongoing support, we help clients scale efficiently while maintaining operational control and data accuracy.

Contact Us today to discuss how WSI can enhance your internal proposal and project tracking systems.