Challenges
TLCC initially developed an Excel based template to support their Configure-Price Quote needs. Although the spreadsheet worked reasonably well for providing a quote to customers, it was fraught with other challenges. Version management of the Excel template proved to be very challenging, incorrect SKUs were common resulting in dirty data created in SAP Business One, and pricing was generally close but seldom 100% correct.
Additionally, every sales order created in SAP Business One from the spreadsheets had to be reviewed by the accounting department to correct pricing errors and add additional information. The manual processes consumed approximately 40 hours per week of non value-added manpower.
The Excel based solution was not scalable. It was only being used by a single location and could not be rolled out company-wide. There was no visibility or access into the CPQ process as a whole. The design did not ensure accuracy or repeatability and could not support the business growth rate of TLCC.
