Are you getting the best from your CRM, CPQ and ERP system?
If the answer is maybe or no, then Walpole can introduce a structured approach towards business process and system improvement, and we have an expert team on standby to help you.
It’s vital that your processes and systems continue to be fit for purpose and are up to the latest standards as your business evolves. Due to our partnerships with established technology vendors, we are able to recommend enhancements to get the very best out of your existing solutions.
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.
Prepare
- Audit current processes, systems and documentation
- Identify stakeholder pain points, and deviation from best practice
- Establish and measure current state
Plan
- Agree focus areas and desired improvements
- Align to solution roadmap and stakeholder requirements
- Develop detailed improvement plan
Progress
- 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 five pillars of improvement. These are the critical themes our team can inspect and improve that result in the biggest benefits:
Process
Inventory of business processes
Choose methodology
Establish business process management cycle
Audit current as-is state
Define future to-be state
Conduct gap analysis
Create process roadmap
Performance
Data model optimisation
Code and script removal
Convert SOAP APIs to REST APIs
Remove process bottlenecks
Workflow simplification
Custom approvals streamlining
Best-practice implementation
Functionality
Asset Based Ordering
Subscription Management
Configuration Logic
3D visualisation integration
E-signature capability
Other integrations
Data analytics and Business Intelligence
User Experience
Move from Legacy to Modern UI
Process flow simplication
Multi-language / currency set-up
Multi-user collaboration
Dynamic form design
Enhanced corporate identity and branding
End-user navigation and usability
Maintainability
Code refactoring to latest standards
Optimal pricing management
Formula based pricing
Move from expression-based to rule-based logic
Output document template management
Auto system documentation
Release Management
The companies that we work with report clear improvements in
Process
efficiency
Business
relevance
User
satisfaction
Maintenance
cost
There are huge benefits of following our ‘Prepare, Plan, Progress’ methodology when you carry out any business process or system 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 tangible value for your investments. Our world-class team of consultants treat your functional and technical requirements with care and will protect your ongoing business.
If you are interested in improving business processes and systems, contact us for more information.
