Essential best practices for a CPQ implementation

Essential best practices for a CPQ implementation

Budgets that are exceeded, deadlines that are not met: certain things can go wrong with a CPQ implementation. What best practices exist for a successful CPQ implementation? We made a selection and have listed the essential best practices for you. Read on and save!

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#1 Determine the business objectives before you start the implementation.

Before you start working on an implementation project, make sure that the objectives have been identified in full and accurately recorded. At the same time, you determine how you can measure the ultimate success and when the project has been successful. During this phase you can conclude that some processes must first be changed or optimized before you can get started with the actual implementation.

#2 Simplify existing processes before automating them.

Are you thinking about automating certain processes? A sensible choice. However, before you get started, it is important to simplify the existing processes as much as possible. This way you avoid unnecessary costs to automate complex projects. Moreover, this increases the chance that the automation of the process actually contributes to your objectives. Also not unimportant: making changes once a complex process is automated is also more complicated. So, reason enough to simplify processes.

Delve further in

Ensure optimal preparation with practical guidelines and best practices: download the CaseNine Expert Guide “CPQ software: Where to start” free of charge. Download CPQ Whitepaper here

#3 Develop for your end user.

Always keep the end user in mind when developing processes and models. This way you ensure that the models are as simple as possible and match the needs and language of the end user.

#4 Measuring is knowing. 

Not only when selecting an implementation party, but also during the development itself: continue to measure the solution performance. Avoid the situation in which you only establish the performance upon delivery. Poor-performing solutions are not inviting to use.

#5 Turn your end users into fans.

Make sure that you involve colleagues in the process in all phases of your selection and implementation process. This makes them feel they are contributing to the solution and have an influence on the implementation.

#6 Get the right team.

Pay careful attention to building the right implementation team. That means you secure team members who have the right skills and experience. Moreover, ensure a balanced composition of the team. For instance, by involving consultants who have experience with the solution, supplementing the team with one or more software architects (from the implementation partner) and by involving ambassadors within the organization. Naturally, you also arrange an internal team that deals with the solution after the implementation.

#7 Work in an agile way.

Try to carry out the implementation in an agile way. Provide regular evaluations of the project and do not hesitate to adjust the direction or adapt the approach when the situation calls for this.

#8 Identify the tasks.

Various maintenance tasks are required for both implementation and daily use. It is wise to have an overview in advance and to know with what frequency the tasks must be performed. This overview depends on the chosen solution. Make sure you have this insight before choosing the solution and the implementation partner.

Want to know more about the benefits of a CPQ solution in practice? Read more background information here or contact us directly for a consultation. 

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