A Solution in Multiple Parts
CapTech digitized the paper pricing process while also providing needed program and project management utilizing Agile methodologies to keep the project on track and provide visibility to IT leadership. We also served as lead coordinator between a pricing vendor, the consultants, and a cross-departmental, cross-functional client team to document existing processes, and then establish Salesforce processes using known best practices. Protocols were established for all parts of the system through end-to-end testing. Finally, we implemented a custom budget and sales planning solution alongside the product/pricing engine – providing integrated tools for sales representatives and client users.