Guidelines when developing your first customer self service app for CPQ

Customer self service applications come in many shapes and sizes. But they all enable the customer to do more of the sales work themselves which leads to increased customer engagement and should free up considerable time and resources for the internal sales team.

Taking the step from internal sales applications to public ones can however be challenging since it requires a new perspective (the customers) on pretty much everything in an app compared to what previous solutions have been optimized for (the experts). There are lots to be learned along the way when releasing the first customer self service application.

To minimize the risk of a huge development project that costs a fortune, takes forever to complete and is used by nobody afterwards, we have collected some general principles below that can help smooth the ride when developing your first customer self service application. Use the principles below together with our project plan template for implementing a CPQ.

IT Map for Manufacturing Companies

We often get asked about the IT structure and systems needed to make product configuration and process automation happen. How are different parts connected to each other? Which departments in the company uses which systems? And how do they relate to the flow of products from purchase to delivery? Have a look at this IT map for manufacturing companies – this what we can expect to find when we look at the IT structure of a manufacturing company.

In this map we have laid out the flow from order to manufactured product as well as what’s usually needed to take the customer’s data and manufacture their ordered product.

IT map for manufacturing companies.

Use this map as a guide when you’re looking at transforming or digitizing your manufacturing company. Of course very company is different and has slightly different needs. If you have any questions about the map or if you want advice, please contact us!

Leverage your manufacturing company with modern online tools

Do you want to grow your manufacturing company while maintaining flexibility and efficiency? Is hiring new employees costly and time-consuming?  

With modern online tools in the cloud you can automate your sales and back-office operations so you can focus on growing your business. You can increase your sales while keeping costs low. In this article we address some of the common growing pains of manufacturing companies, and what you can do to grow smarter and more efficiently.