Phase Electronics: From Excel to Competitive Edge in 3 Days
Phase Electronics transformed its quoting process from manual Excel lookups to CalcuQuote’s integrated software solution in just three days. The shift cut quoting time from two hours to 10–15 minutes for a 100-line BOM, and empowered an engineer to take on quoting alongside his core responsibilities. With RFQs climbing from under 200 in 2024 to a projected 250 on track in 2025, Phase now scales effortlessly without adding staff.
About Phase Electronics Inc.
Phase Electronics Inc. is a U.S.-based electronics manufacturing services (EMS) provider, known for its engineering expertise, quality builds, and agility in responding to customer demand. As reshoring accelerates and RFQs flow back into North America, Phase has positioned itself to win business by adapting quickly and running lean.
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Products in use
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Challenges
Before CalcuQuote, Phase relied on a purely manual approach for quoting and purchasing.
- Manual part lookups across Octopart, DigiKey, Mouser, and other distributor websites
- Copy-pasting prices and vendor data into Excel spreadsheets
- Hours spent building quotes for even medium-sized BOMs
Pain points:
- A 100-line BOM required ~2 hours to price out
- With demand growing, the company risked needing 1–2 new hires just to manage quoting and purchasing volume
- Any absence in the purchasing role disrupted the entire process
- The process was prone to human error and missed opportunities
Objective
Phase needed a solution that would:
- Reduce quote turnaround time to stay competitive
- Scale capacity without adding staff
- Enable quick onboarding for non-purchasing staff
- Speed up quote-to-purchase transitions
- Improve accuracy and reduce manual errors
Solution and implementation
The Process Engineer, Scott Regnier, at Phase Electronics was asked to cover quoting and purchasing while the primary purchaser was on a five-week vacation. Recognizing the significant time commitment involved in manually looking up every line item on a Bill of Materials (BOM), Scott sought out solutions and discovered CalcuQuote.
The implementation was remarkably smooth and fast.
- Monday morning: Inquiry submitted on CalcuQuote’s website
- Same day: Sales demo delivered and all questions addressed
- By Thursday: Account live, onboarding completed, first quote sent
- Training time: A few hours — enough for Scott, an engineer with no prior quoting experience, to generate accurate quotes alongside his engineering duties
Key workflows adopted:
- Live pricing integration replaced manual distributor data lookups
- Streamlined quote-to-purchase, eliminating re-entry into vendor carts
- Automated PO creation and ordering through APIs
- Easy comparison of quoted vs. purchase prices safeguarded profit margins
Notably, Scott Regnier, a process engineer with no prior quoting background, was trained in just a few hours and began managing RFQs alongside his engineering workload.
Results
Time Savings
- Quote time reduced from 2 hours to 10–15 minutes for a 100-line BOM
- One quoter now handles the work of 2–3 staff
- Seamless quote-to-purchase transition saves additional hours
Scalability
- In 2024, Phase processed just under 200 RFQs
- In 2025, they are on track for 250 RFQs — managed with the same lean team
Customer Competitiveness
- Faster, more accurate quotes improved win rates
- Avoided additional hiring, boosting profitability
Future plans
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