Case story · CPQ move

Move the mess. Keep the mess.

How a mid-sized B2B company cleaned up its quoting setup before moving to a new system.

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Old quoting setup
Years of rules
Discount rule
Old price rule
Manual workaround
Unused field
New system
After the move
Discount rule
Old price rule
Manual workaround
Unused field
Migration day: everything moves as it is
Carried across: every old rule comes with it

The situation

A mid-sized B2B company was moving its quoting system. Years of rules, workarounds and unused fields had built up.

Moving them as they were would have carried the mess into the new system.

How we work

Clean first. Then move.

1
Map it
Every quote rule and workaround
2
Find the overlap
Rules nobody can explain
3
Decide one owner
Keep, retire or rebuild each rule
4
Change safely
Move the clean setup in tested steps

You keep the map and the findings either way.

What changed

<0.1%
Billing errors came in below 0.1 percent

From our client work

Try it this week

Check your quote rules.

Pick one quote. List every rule, workaround and field that touches its price.

Rules
Count them
=?
Workarounds
Count them
=?
Fields
Count them

Each one you cannot explain is one you would carry across.

The Org Review

Throughset cleans up messy Salesforce orgs before a move. Quote-to-cash is our specialty.
$3,500
USD, from, fixed fee
  • Agreed before work starts
  • You keep the findings either way
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