Analysis workshop with cpq.se

Workshop Overview

Welcome to our CPQ Analysis Workshop, tailored specifically for manufacturing companies looking to enhance their sales strategies through smarter, more efficient quoting and pricing systems. This workshop is designed to provide you with a comprehensive understanding of CPQ (Configure, Price, Quote) technologies, focusing particularly on how these tools can be seamlessly integrated into your existing sales processes.

During this engaging and interactive workshop, you will work alongside our experienced CPQ consultants who bring in-depth knowledge of the challenges and solutions in the manufacturing sector. The sessions are structured to not only introduce you to the foundational aspects of CPQ systems but also to dive deep into practical applications that are specific to your industry needs.

The workshop will cover essential topics such as the alignment of your product configurations, pricing strategies, and quoting processes with the capabilities of advanced CPQ software. Our goal is to help you see the tangible benefits of implementing a CPQ system, including faster quote generation, higher quote accuracy, and the ability to respond more swiftly to market changes and customer needs.

Each session is designed to be interactive, giving you ample opportunity to discuss real-life scenarios, ask questions, and even work through potential implementation strategies for your company. You will leave with a clear understanding of how CPQ can not only streamline your operations but also enhance your customer engagement and sales outcomes.

Whether you are just starting to explore CPQ solutions or are looking to optimize an existing system, this workshop will provide valuable insights and practical advice to help you move forward confidently. Join us to discover how you can transform your sales processes and achieve a competitive edge in the manufacturing industry.

Session Details and Objectives

Our CPQ Analysis Workshop is structured into five focused sessions, each lasting between 3 to 4 hours. These sessions are designed to be highly interactive and are conducted online, ensuring accessibility and convenience for all participants, regardless of their location.

Objectives of the Workshop:

• Identify High-Level Needs: Understand the core requirements of your manufacturing company that CPQ solutions can address. This includes analyzing how CPQ can streamline your configuration, pricing, and quoting processes.
• Map Needs to Deliverables: We will help you translate these needs into specific deliverables that a CPQ system can achieve, ensuring that the solution aligns perfectly with your business objectives.
• Explore Tacton CPQ Functionality: Gain insights into the standard features available with Tacton CPQ and explore how these can be utilized to meet your unique business needs.
• Identify Gaps and Opportunities: Discover any potential gaps between what Tacton CPQ offers out of the box and what your specific high-level needs are. This understanding will guide the customization and integration strategies.

Each session includes hands-on activities where you can simulate the configuration and use of CPQ tools. This practical approach ensures that you not only learn theoretically but also apply this knowledge to understand the implications and benefits in a real-world setting.

By the end of this workshop, participants will have a detailed project plan for the initial phase of CPQ implementation, which includes objectives, scope, responsibilities, and a fixed price proposal. We also outline a roadmap for potential next phases, allowing for scalable growth and adaptation as your business evolves.

Preparation and Participant Responsibilities

To maximize the effectiveness of our CPQ Analysis Workshop, it is crucial that all participants come prepared. Adequate preparation ensures that the workshop sessions are not only informative but also highly applicable to your specific business scenarios in the manufacturing sector.

What You Need to Prepare

• Proposal Document Overview: Familiarize yourself with the structure and content of a CPQ-generated proposal. Understanding the expected output—like pricing summaries and bill of materials—will help you better grasp the customization capabilities of a CPQ system.
• Pricing Strategy Details: Be ready to discuss the pricing methods your company currently uses, such as cost-plus or list-less pricing. Having a clear idea of how your pricing is structured is essential for integrating CPQ solutions that can handle and automate these complexities.
• Product Data: Prepare detailed information on at least one focus product. This includes unique identifiers, descriptions, base prices, and any other relevant data that your CPQ system will need to manage. This preparation will aid in hands-on sessions where you'll apply CPQ tools to your product data.
• Configuration Needs: List all products that require configuration, noting expected numbers of modules and variants. This helps in planning how the CPQ system can manage diverse product options and customization.
• Workflow Understanding: Have a clear understanding of your current quoting process, including any approval workflows and the types of users involved. This will be critical in aligning the CPQ system with your company’s operational workflows.

Participant Responsibilities

• Active Engagement: Dedicate full attention and participation during each session. Engaging with the material and activities will enhance your learning and the overall value you derive from the workshop.
• Feedback and Questions: Be proactive in providing feedback and asking questions throughout the workshop. This interaction will tailor the session more closely to your needs and clarify any uncertainties.

This preparation checklist ensures that every participant arrives at the workshop ready to engage deeply with the material, making the session as productive and beneficial as possible.

By the end of our workshop, your team will be well-equipped to make informed decisions about implementing and optimizing CPQ systems within your manufacturing operations.