Are you getting the best from your CPQ system?

If the answer is no, then you need a structured approach to improvement, and we have an expert team on standby to help you. 

Our 3 step process for CPQ improvement

We’ve pioneered a simple and logical three-step process to help you improve your CPQ system and adopt best practices. Our approach produces measurable results whether your solution needs a complete overhaul or simply some adjustments to bring it in-line with your evolving business needs or current software updates.

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  • Audit current system, stakeholders and documentation
  • Identify pain points, deviance from best practice
  • Measure current system state


  • Agree focus areas and desired improvements
  • Align to product roadmap and stakeholder requirements
  • Develop detailed improvement plan


  • Build and test new functionality
  • Train and communicate go-live to users
  • Review measurable targeted improvements

The pillars of improvement

Within the three-step process we bring focus to the four pillars of improvement. These are the critical subjects our team can inspect and improve to bring you the biggest benefits:


Code and data table optimisation

JavaScript removal

Convert SOAP APIs to REST APIs

Remove process bottlenecks

Workflow simplification

Custom approvals streamlining

Best-practice implementation


Asset Based Ordering

Subscription Management

System Configuration Logic

3D visualisation integration

DocuSign for CPQ


Transaction Analytics

User Experience

Convert Legacy UI to Jet UI

Process flow simplication

Multi-language / currency development

Collaborative editing

Dynamic form design

Enhanced branding & format


Code refactoring to new standards

Reduce pricing function size

Formula based pricing

Transform Rec Item Rules
to BOM Mapping

Doc Engine to Doc Designer

Auto system documentation

The companies that we work with report clear improvements in





There are huge benefits of following our ‘Prepare, Plan, Progress’ methodology when you carry out any CPQ improvements. We can help you develop the right size project plan for your business and will define milestones that ensure measurable benefits are tracked and delivered, giving you visible value for your investments. Our world-class technical team treat your systems with care and will protect your ongoing business.

If you are interested in improving your system, contact us for more information.