The client makes over 2 million contracts per year with construction industry professionals to collect, verify, and maintain data on over 165,000 bidding projects and more than 70,000 planning projects in the US and Canada
Every document they receive runs through their “optical character recognition” technology to allow searching plans and specifications by keyword and CSI code. They use the latest technology to significantly improve the usability of the construction market data for their customers use
One such technology includes moving their products from a legacy third party product system on Salesforce to an Apttus CPQ solution which is built on the Salesforce.com platform.
The client needed a way to effectively, accurately, and quickly transform and upload raw data from the legacy system into the correct format for the Apttus CPQ objects
They also needed a more robust product and subscription management tool that could accommodate a complex derivative-price model and evergreen contract process
The client selected Apttus Configure-Price-Quote (CPQ) and Contract Management (CM) to improve their current processes with a goal of eventually retiring the existing in house applications, including the interim BAT solution
Client is seeking an Apttus certified implementation partner to transition the organization to this new system
The goal of this engagement is to implement Apttus CPQ and CM and integrate seamlessly with the existing Partner application while leveraging the foundational work already completed with the RMS implementation