Business outcomes
- Cleaner catalog and pricing hygiene
- Fewer exceptions; faster approvals
- Improved margin control
Process overview
- Assess SKU/pricing practices
- Define required fields/approvals
- Draft rate card and discount policy
- Stand up review cadence
What we’ll do
- SKU naming/versioning rules; required fields
- Discount thresholds and approval paths
- Rate‑card structure and exceptions log
- CPQ hygiene checklist
Team roles
- Sponsor/Finance lead, Sales ops/CPQ admin
- Category managers as needed
Timeline & format
- Audit → draft policies → pilot on one line
- Rollout with simple guardrail dashboards
Handover & sustainment
- SKU policy & workflow
- Rate‑card and discount guardrails
- CPQ review and exceptions tracker