Optimized enterprise data solutions
Enterprise Data Company offers advanced data integration, analytics, and management software.
Developed tailored recommendations for current and future state architecture and business processes, aligning with organizational priorities
Enhanced process efficiency and capability mapping by identifying and addressing 75+ pain points within the CPQ and billing lifecycle
Provided clear and actionable insights for optimizing CPQ strategy
Streamlined operations by establishing a roadmap for consolidating processes and migrating all Apttus users to Salesforce CPQ
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Challenges
Customer was managing diverse processes across different Salesforce instances, each with its own partner portal and custom billing code base, creating a fragmented and overly complex system
The existing structure necessitated a comprehensive consolidation of processes and instances, adding layers of complexity to the optimization of the Salesforce CPQ instance
The intricate nature of data sets presented a significant challenge, requiring specialized expertise and strategic insight
Results
To address the intricate challenges and pave the way for streamlined operations and enhanced strategy, Uptima implemented a comprehensive approach:
Conducted 23 focused workshops involving nine teams, addressing ten different processes to unearth and solve underlying issues
Consumed and analyzed complex data sets, producing actionable and organized deliverables for immediate and future implementations
Identified a strategic path forward to consolidate processes and instances, facilitating the smooth transition of Apttus users to Salesforce CPQ
Laid the groundwork for evaluating and optimizing the client’s future CPQ strategy through thorough analysis and tailored recommendations