CPQ Implementation Process

Implement fast, scale later...

Blueprint CPQ is expertly and efficiently embedded into an organization through our proven 3 step on-boarding process.

This is designed to introduce best practice quickly.  Administrators and users will contribute to incremental enhancement at a pace the organization requires.  Make changes in-house and become as self-sufficient as you choose to be.  Draw upon our expertise and resource if and when you need it.

Prepare for success

We run a smooth and logical process that prepares an organisation for the necessary actions for change and reduces risk.
Fact Gathering
We will gather all the necessary details for your CPQ implementation from the key objectives through to specific detailed configuration requirements. We provide you with a comprehensive check-list and guidance notes so that you can prepare in advance. Our experienced CPQ Consultants will take you through each section on the checklist in detail to build a complete picture of the project.
Configuration Design
We will analyse the fact-gathering feedback and consider the optimum way to structure BlueprintCPQ for your products and services. Our considerable CPQ experience is employed to design your structure for both ease of use by your sales team and equally important ensure simple maintenance by your Administrators. We know that it is neither practical nor necessary to cover every aspect and we will usually focus on the highest running and most complex or challenging items.
We will calculate the input required from our team and your team then recommend an individual implementation program built around your particular circumstances, your desired timeline and budget through a series of workshops. These are conducted either on-site or remotely via the Internet. The frequency and type of these workshops is flexible to meet your internal expectations and available resources.

Getting your CPQ solution live

We offer two ways to get you live. You choose the option that best meets for your time and resource constraints. 
Workshops are run over a number of weeks with time in between each for configuration work to be conducted by your system administrator(s).


Fast-Track – Workshops are run over a number of consecutive days (which may also include scoping). Often this is preferred when project time frames are short or where travel costs are higher.
As the knowledge transfer progresses we know that you will often wish to extend this new found knowledge into practical enhancements to your solution and we actively encourage this as it will usually result in a better solution. We will arm you with the necessary skills to make improvements of this nature on a continuous basis.

With this proven process projects can be live in weeks or even days, and you will be left with the skills and knowledge to be as self-sufficient as you choose to be.

Clever guys supporting smart people

Once your CPQ system is live, you will probably want to enhance it over time. Do as much as you wish in-house, safe in the knowledge that our team is available to support you, if and when you need it.
Once your team is armed with the skills and knowledge they will be keen to begin applying their expertise. For example they can roll-out and support new products/enhancements, implement rule changes, and continually improve the way your organization uses CPQ.

Your Administration team can be as self-sufficient as they choose to be. And we are here should the team require additional or supplementary help. We offer this support as and when it may be required.

Support might take the form of:

  • Help & Guidance: A request for help on a particularly complex rule or perhaps guidance on a new product range, model or enhancement.
  • Configuration Services: General configuration and administration services where your internal resource requires some temporary resource.
  • Training: Administrator training, User training and workshops to teach a designated trainer will supplement your launch programs.

With our support services you can progress, knowing that we will be there for you when you need us.

Let us help you.

Click below for a discussion with an intelligent, experienced professional to find out what is needed to help you deliver your CPQ goals.
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