Discover

Agree what is investigated and gather the information available from systems, documents and people.

How to use

Work through the four parts in order. Each one feeds the process map in the next phase. All data is illustrative SiteConnect material; nothing is connected to live systems.

  1. Scope and ObjectivesAgree the pricing process, its boundaries, objectives and participants.
  2. Information from existing toolsExtract activity data from ERP, CRM, CPQ and the approval inbox.
  3. Documents and examplesUpload policies, price lists, past offers and spreadsheets.
  4. Expert knowledgeInterview the people who do the work, by role and interview type.