Oracle CPQ Toolkit

Save time, empower your teams and effectively upgrade your processes with access to this practical Oracle CPQ Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Oracle CPQ related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Oracle CPQ specific requirements:

STEP 1: Get your bearings

Start with...


• The latest quick edition of the Oracle CPQ Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.


Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…


• Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation


Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 994 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Oracle CPQ improvements can be made.

Examples; 10 of the 994 standard requirements:


1. How should a strategy and respective process be designed in order to support the effective and efficient implementation of a knowledge based system for the CPQ process based on COTS software?
   
   

2. Should a price be provided for the functionality currently provided by the COTS system, or would your organization like customization costs included in the price quote?
   
   

3. How should the Admin set up a Discount Schedule so the quantities of all Product Options in Feature A are aggregated when determining the Discount Tier?
   
   

4. How do larger, enterprise scale companies deal with the conflicting needs of Chief Financial Officers and Chief Revenue Officers and/or VPs of Sales?
   
   

5. Which type of Product Action should the Admin create to ensure that only a specific set of products may be selected for the dynamic bundle?
   
   

6. What is the best method for restricting users from removing line items that are added to the configuration through a Recommended Item rule?
   
   

7. Does it effectively handle omnichannel sales from direct and indirect sales channels with a consistently friendly user interface?
   
   

8. Does that kind of make sense of how were segmenting and ensuring that you have got the right product for the right application?
   
   

9. Do you remember to include all internal project management costs in fixed price projects when giving potential clients a quote?
   
   

10. How can the Admin ensure that the user is presented with the custom Contract Name field when the user initiates an Amendment?
    
    


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:


• The workbook is the latest in-depth complete edition of the Oracle CPQ book in PDF containing 994 requirements, which criteria correspond to the criteria in...


Your Oracle CPQ self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:


• The Self-Assessment Excel Dashboard; with the Oracle CPQ Self-Assessment and Scorecard you will develop a clear picture of which Oracle CPQ areas need attention, which requirements you should focus on and who will be responsible for them:
  
  


• Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix

• Gives you a professional Dashboard to guide and perform a thorough Oracle CPQ Self-Assessment

• Is secure: Ensures offline data protection of your Self-Assessment results

• Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:



STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Oracle CPQ projects with the 62 implementation resources:


• 62 step-by-step Oracle CPQ Project Management Form Templates covering over 1500 Oracle CPQ project requirements and success criteria:


Examples; 10 of the check box criteria:


1. Scope Management Plan: Are the proposed Oracle CPQ project purposes different than the previously authorized Oracle CPQ project?
   
   

2. Procurement Audit: Did you consider and evaluate alternatives, like bundling needs with other departments or grouping supplies in separate lots with different characteristics?
   
   

3. Scope Management Plan: Is it standard practice to formally commit stakeholders to the Oracle CPQ project via agreements?
   
   

4. Stakeholder Management Plan: Pareto diagrams, statistical sampling, flow charting or trend analysis used quality monitoring?
   
   

5. Activity Duration Estimates: Do procedures exist that identify when and how human resources are introduced and removed from the Oracle CPQ project?
   
   

6. Risk Management Plan: Workarounds are determined during which step of risk management?
   
   

7. Communications Management Plan: Do you then often overlook a key stakeholder or stakeholder group?
   
   

8. Stakeholder Management Plan: What is the process for purchases that arent acceptable (eg damaged goods)?
   
   

9. Team Operating Agreement: Do you ask participants to close laptops and place mobile devices on silent on the table while the meeting is in progress?
   
   

10. Stakeholder Management Plan: Is staff trained on the software technologies that are being used on the Oracle CPQ project?


 
Step-by-step and complete Oracle CPQ Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:


• 1.1 Oracle CPQ project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


• 2.1 Oracle CPQ project Management Plan

• 2.2 Scope Management Plan

• 2.3 Requirements Management Plan

• 2.4 Requirements Documentation

• 2.5 Requirements Traceability Matrix

• 2.6 Oracle CPQ project Scope Statement

• 2.7 Assumption and Constraint Log

• 2.8 Work Breakdown Structure

• 2.9 WBS Dictionary

• 2.10 Schedule Management Plan

• 2.11 Activity List

• 2.12 Activity Attributes

• 2.13 Milestone List

• 2.14 Network Diagram

• 2.15 Activity Resource Requirements

• 2.16 Resource Breakdown Structure

• 2.17 Activity Duration Estimates

• 2.18 Duration Estimating Worksheet

• 2.19 Oracle CPQ project Schedule

• 2.20 Cost Management Plan

• 2.21 Activity Cost Estimates

• 2.22 Cost Estimating Worksheet

• 2.23 Cost Baseline

• 2.24 Quality Management Plan

• 2.25 Quality Metrics

• 2.26 Process Improvement Plan

• 2.27 Responsibility Assignment Matrix

• 2.28 Roles and Responsibilities

• 2.29 Human Resource Management Plan

• 2.30 Communications Management Plan

• 2.31 Risk Management Plan

• 2.32 Risk Register

• 2.33 Probability and Impact Assessment

• 2.34 Probability and Impact Matrix

• 2.35 Risk Data Sheet

• 2.36 Procurement Management Plan

• 2.37 Source Selection Criteria

• 2.38 Stakeholder Management Plan

• 2.39 Change Management Plan


3.0 Executing Process Group:


• 3.1 Team Member Status Report

• 3.2 Change Request

• 3.3 Change Log

• 3.4 Decision Log

• 3.5 Quality Audit

• 3.6 Team Directory

• 3.7 Team Operating Agreement

• 3.8 Team Performance Assessment

• 3.9 Team Member Performance Assessment

• 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:


• 4.1 Oracle CPQ project Performance Report

• 4.2 Variance Analysis

• 4.3 Earned Value Status

• 4.4 Risk Audit

• 4.5 Contractor Status Report

• 4.6 Formal Acceptance


5.0 Closing Process Group:


• 5.1 Procurement Audit

• 5.2 Contract Close-Out

• 5.3 Oracle CPQ project or Phase Close-Out

• 5.4 Lessons Learned


Results

With this Three Step process you will have all the tools you need for any Oracle CPQ project with this in-depth Oracle CPQ Toolkit.

In using the Toolkit you will be better able to:


• Diagnose Oracle CPQ projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices

• Implement evidence-based best practice strategies aligned with overall goals

• Integrate recent advances in Oracle CPQ and put process design strategies into practice according to best practice guidelines


Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Oracle CPQ investments work better.

This Oracle CPQ All-Inclusive Toolkit enables You to be that person.

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.