Overview
A Private Sector company, a leader in its industry, sought to modernize and streamline its Configure, Price, Quote (CPQ) process to improve efficiency and accuracy in sales operations. The company’s complex workflows and integration requirements with existing CRM and ERP systems posed significant challenges. i4C Consulting was brought in to provide comprehensive business analysis and system recommendations for selecting and implementing a new CPQ system that would address both current needs and support the company’s long-term vision.
Through a collaborative approach based on Agile methodology, i4C Consulting ensured the project aligned with the client’s strategic goals and delivered an optimized CPQ solution tailored to their business.
Key Responsibilities & Process
Business Process Analysis
Our team conducted in-depth stakeholder interviews to map out existing business workflows interacting with the CPQ system. These workflows were documented in detailed diagrams to provide clarity on current operations. We also captured functional, non-functional, and intangible requirements using a user story format, ensuring that the project scope included both the present and future needs of the company.
Requirements Prioritization & Evaluation
We facilitated a requirements prioritization and weighting process, creating an objective framework to assess various CPQ system options. By prioritizing features that supported current processes and allowed for future scalability, the company could confidently evaluate solutions that would integrate seamlessly with their CRM and ERP systems.
Vendor Evaluation & Proof of Concept
After identifying potential CPQ systems, i4C Consulting organized vendor demonstrations, allowing the client to evaluate each solution in real-world scenarios. We gathered feedback, facilitated discussions, and conducted proof-of-concept evaluations for the top systems. This comprehensive approach ensured the chosen system met all the defined requirements and was the best fit for the company’s goals.
Project Deliverables
- Documentation of business processes influencing the choice of CPQ system.
- Detailed requirement documentation using user-story format.
- Agreed-upon weighted requirements to guide CPQ system evaluation.
- Analysis of vendor demos and proof-of-concept results.
- Final recommendation of the most suitable CPQ system for the client.
Impact & Results
i4C Consulting successfully helped the company implement a CPQ solution that improved sales efficiency, reduced manual errors, and integrated seamlessly with existing platforms. The chosen system not only addressed immediate operational challenges but was designed to scale with the company’s growth, providing long-term value and a future-proof solution.