CPQ Assessment
Know what to fix first, before you rebuild or re-platform
When quoting feels broken, it's tempting to start a migration or hire a new ops leader. Our CPQ Assessment gives you a clear baseline of your existing implementation: what's actually wrong, what's risky, and what to fix first. You get an executive-ready roadmap tied to business outcomes like quote speed, order accuracy, and adoption.
Key Benefits
Root Cause Clarity
Identify what's actually broken vs. what's just a symptom
Prioritized Actions
Know what to tackle first for the biggest impact
Risk Identification
Spot technical debt and compliance gaps before they escalate
ROI Projection
Quantify the value of fixing configuration, process, and adoption issues
Executive Ready
Reports your leadership team can act on without translation
What We Deliver
Comprehensive solutions tailored to your specific CPQ needs
Configuration Audit
Deep review of your product rules, pricing logic, approval workflows, and quote templates for correctness and maintainability.
Gap Analysis
Compare what your CPQ does today against what the business actually needs — surface missed capabilities and workarounds.
Integration Review
Evaluate CRM, ERP, and billing integrations for data accuracy, latency, and failure handling.
Improvement Roadmap
Prioritized, phased plan to fix configuration issues, close gaps, and improve adoption — with effort and dependency estimates.
Upgrade Readiness
Assess whether your current platform version and customizations are ready for the latest release or a major upgrade.
Adoption & Governance Review
Evaluate user adoption patterns, training gaps, and governance processes to make sure your investment is actually being used.
Ready to Get Started?
Configure your retainer package below and let our experts help transform your CPQ implementation.
Configure Your Retainer
Build a custom team with the exact mix of expertise you need. Minimum 10 hours per period.
Most teams start with a Developer + Admin mix. Architects are added for complex builds or architecture reviews.
Configuration, user management, training & support
$70/hr
Custom code, integrations, BML/Apex development
$130/hr
Solution design, enterprise architecture, governance
$250/hr
per week
Weekly billing — flexible, cancel anytime
Usually available within 48 hours
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