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Selected work

Quotes from six days to four hours

How a components manufacturer moved tacit pricing rules out of one person’s head and into CPQ.

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Quote to Cash

Outcome: Quote faster, discount deliberately, invoice without rework. Problem: Quoting depends on a person who knows the rules, approvals sit in inboxes, and what finance eventually invoices doesn’t match what sales agreed. Includes: Commercial policy extraction · CPQ build · Approval matrix · Document generation · Contracts, amendments and renewals · Billing/ERP integration · Margin reporting. Timeline: 01 Policy extraction (2–3 wks) · 02 Catalogue and pricing (3 wks) · 03 Build (6–8 wks) · 04 Integration · 05 Enablement and measurement. We measure: Quote cycle time · Approval turnaround · Discount distribution and exception rate · Quote-to-invoice variance · Renewal capture rate.

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