We will gather all the necessary details for your CPQ implementation from the key objectives through to specific detailed configuration requirements. We provide you with a comprehensive check-list and guidance notes so that you can prepare in advance. Our experienced CPQ Consultants will take you through each section on the checklist in detail to build a complete picture of the project.
We will analyse the fact-gathering feedback and consider the optimum way to structure XaitCPQ for your products and services. Our considerable CPQ experience is employed to design your structure for both ease of use by your sales team and equally important ensure simple maintenance by your Administrators. We know that it is neither practical nor necessary to cover every aspect and we will usually focus on the highest running and most complex or challenging items.
We will calculate the input required from our team and your team then recommend an individual implementation program built around your particular circumstances, your desired timeline and budget through a series of workshops. These are conducted either on-site or remotely via the Internet. The frequency and type of these workshops is flexible to meet your internal expectations and available resources.
Workshops are run over a number of weeks with time in between each for configuration work to be conducted by your system administrator(s).
Workshops are run over a number of consecutive days (which may also include scoping). Often this is preferred when project time frames are short or where travel costs are higher.
As the knowledge transfer progresses we know that you will often wish to extend this new found knowledge into practical enhancements to your solution and we actively encourage this as it will usually result in a better solution. We will arm you with the necessary skills to make improvements of this nature on a continuous basis. With this proven process projects can be live in weeks or even days, and you will be left with the skills and knowledge to be as self-sufficient as you choose to be.
A request for help on a particularly complex rule or perhaps guidance on a new product range, model or enhancement.
General configuration and administration services where your internal resource requires some temporary resource.
Administrator training, User training and workshops to teach a designated trainer will supplement your launch programs.