Anything Cpq

General Requirements and Scope Expectations Design Workshop Expectations Build and Sprint Planning Guidance Platform Optimization Environment Registration Scalability Best Practices Custom Settings setup Profile Design Setup Permission Set Setup User / Contact / Community Setup QA / UAT / Testing Cycle Training Schedule/ Maintenance Procedures Planning for End User Training Planning for Admistrator Training Plnning for Integrations with 3rd party applications Planning for migrations between instances Migration / Integration Resources Deployment Tracker Optimizing Field Mapping Scaling while Maintaining Compatibility Apttus CPQ Category Structure and Implementation Product Structure and Implementation Bundle / OptionStructure and Implementation Price List Structure and Implementation Price Rule Usage Attribute Usage Attribute Rule Usage Price List Item Usage Price Matrix Usage Validation Rules Constraint Rules Apttus CLM Services Template Best Practices Synchronization between Apttus and Salesforce standard objects (OOB) Agreement Flow Assessment ERP Mapping (Tech Spec Formatting and Grooming) Apttus Reporting / Analytics Filters and Custom Reports Email Templates Measurement of ROI