Revenue Cloud Health Check
Process:
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6-8 deep dive sessions with key business and IT stakeholders to understand the current processes, technical implementation, challenges and future roadmap
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Comprehensive review of:
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CPQ including a review of the Product offerings, Pricing, Discounting and Approvals
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CLM including review of Order form other contracting documents and then Contract Management overall
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Billing including a review of the Tax calculation, Invoicing and Payment integration to offer an efficient end to end Opportunity to Cash flow
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Thorough review of a Full-Copy sandbox by our Solution Architect
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Presentation and review of the findings and draft recommendations
Deliverables:
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Revenue Cloud Health Check Report with detailed information on what to fix and why
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Best practice recommendations, including suggestions for process/offering updates and technical changes to the system
Timeline:
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4-6 weeks
Revenue Cloud Optimization:
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Work with the business and technical teams to simplify business processes and offerings, where possible
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Address the biggest pain points for business
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Focus on future roadmap to ensure the system can scale and be supported easily
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Move towards using core features of CPQ and Billing for New deals, Expansions, Upgrades and Renewals
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Review data and do data migration/conversion where needed to support simplified processes and systems
