Quoting complex service bundles shouldn’t feel like solving a puzzle in the dark

Mobileforce CPQ Implementation 

What to expect.

Our role is to manage the project and provide Subject Matter Experts.

A CPQ Implementation is a project that includes requirements across people, process and technology.

Our CPQ Implementation Project Management Plans typically consist of eight (8) critical elements, including:

• Requirements Definition mapping the business processes, user requirements, workflow automations, reporting needs and integrations to existing systems across sales, customer service operations, warehousing, field service operations, and customer portal self-service and eCommerce.
• Stakeholder identification including a Roles & Responsibilities matrix specifying who is responsible for each element and task needed to deliver the solution
• Task list and Schedule detailing who does what by when
• Delivery Methodology specifying how the work elements will be documented, completed, filed and accessed by subsequent tasks.
• Change Request mechanism detailing the process and sign offs required to alter the scope, timeline or resourcing of the project, including the preparation of variation orders.
• Deliverable list including timeframes and due dates
• Risk Management log including fully documented and agreed Project Assumptions, Dependencies and Risks
• Communication, Adoption and Training Plans with detailed resource and stakeholder availability.

During the scoping phase, we will confirm your requirements across people, processes and systems including:

• Product only, Product and Service or Services only
• Details on Products and Services:
  • Product Part numbers/SKUs
  • Products with required options and accessories
  • Configurable bundles:
    • Product Bundles
    • Service Bundles
    • Product and Service Bundles
  • Price Lists (Standard and custom) with associated price variation mechanisms and currencies
  • Business Rules- Product configurations and required option packages
  • Pricing rules including discount rules/ margin attainment, approval flows
  • Sample quotes
  • Business scenarios requiring quotations
  • Map sales process lead to quote