Tarsco Bolted Tank was built as an estimating tool for engineers. About half of its daily users are sales, who are less technical and work the post-lock stages. The gaps below sit where those two audiences meet.
An engineer who owns the pricing formulas. Technically savvy. Admin reads as a senior estimator.
Customer-facing and less technical. Works the post-lock stages: proposal, scope of work, deliver to customer.
A 16-stage status pipeline with a hard lock at bid_review. Everything after the lock is largely sales territory.
Estimator and sales volume is roughly equal, yet the interface speaks the estimator's language throughout.
Fourteen findings from walking the running app live under an estimator and sales lens. They cluster into four themes: flow, feedback, safety, and access.
Two early findings changed after we walked them in the running app. We report what the product actually does, not what the code first suggested.
We recommend a short discovery session with one or two sales users to validate the post-lock workflow before any build begins.