Is it easy to buy from you?
2 programs (4- and 10-week) to identify where your Lead-to-Order process is losing revenue, margin and capacity, quantify the improvement potential, and prioritize the areas where transformation can create the most value.
Our Revenue Assurance Business Advisory services help companies improve how demand turns into revenue – from the first customer request through configuration, pricing, quoting, approvals and order creation.
We combine business advisory, process redesign, enterprise software expertise and AI to remove friction, improve speed and commercial control, increase scalability and create a more efficient customer journey. Depending on the business need, our services can cover the full Lead-to-Order process or focus on specific areas where the greatest value can be achieved fast.
Challenges we address
- Qualification criteria, SLAs, scoring automation, lead prioritization
- Routing rules (territory, product, channel)
- Leadgen unified channels and customer request inflow automation (email, phone, RFP etc.)
- Lead quality & scoring
- Lead to opportunity conversion blocks
- Lead or marketing analytics
- Manual entry errors influence or systems built for human input
- Past configurations, aftermarket or stock usage
- Response to inquiries standards and industry benchmarks
- Defined sales methodology
- Entry / exit stages criteria
- Can we produce this?" check
- ETO / CTO / MTO / MTS process needs
- Services & subscriptions configuration efficiency and speed
- Catalog, PLM & variant explosion
- Past configurations reusage
- Guardrails on sales flexibility levels
- Discount management efficiency
- Pricing transparency and accessibility
- Supported partner / channel pricing
- Margin or cost transparency levels
- Pricing data sources quality and trustfulness
- Approval process efficiency and automation, single-approver bottlenecks
- AI-based approvals from history data
- Approval SLA or status transparency
- Defined quote types (proposal, budgetary, RFP) rules
- Non-standard proposal formats processing automation
- One quote for hardware, services & subscriptions
- Customer 360 availability for sales
- Changes negotiation automation
- Copy-paste errors at scale
- Quote / contract sequencing definition (call-off vs one-shot)
- Automated CLM: approvals, signing, documents
- Cross-entity transfers and flexible deal structures
- Order amendments optimization
- Order status transparency for all involved
- Orders matching to contract items & prices automation
- Order processing automation for speed
What we assess and what we quantify
The diagnostic is business-led, technology stack only becomes relevant only when it helps or blocks the target outcome.
How difficult is it to buy from you?
Where does time disappear and why the deadlines are missed?
If the pricing and discounts are correct, then why does the margin leak?
Where is expensive human effort used unnecessarily?
Where does the commitment break downstream?
Can volume grow at the same rate without scaling people?
Business outcomes proved by our clients
with AI document intake and ML pricing.
from ~20 seconds to ~8 seconds, for quotes containing 100–300+ lines.
after standardizing sales processes.
Manual order re-entry into ERP was eliminated alongside a 60% reduction in configuration time.
AI document extraction achieved >95% accuracy at proof of concept before rollout to six countries.
by having AI prepare quotes while sales reps review only exceptions.
Automated PO processing scaled across 6 countries at approximately one country per month without additional headcount.
through AI document intake and ML pricing.
Processing large 1,000+ line quotes in minutes instead of a working day created capacity equivalent to ~5 FTE for a 10-rep team.
following consolidation of three disconnected ERPs into one SAP platform with CPQ and Sales Cloud.
representing approximately $6M in additional annual revenue.
following consolidation of three disconnected ERPs into one SAP platform with CPQ and Sales Cloud.
achieved alongside recovery of previously unbilled services.
through harmonization on a single order-to-bill platform.
Our programs
From quote creation to order
An AI-ready structured assurance for revenue and operations leaders ready to fix where margin and speed leak through Quote-to-Order, mapped to business software and AI and sequenced into a board-ready roadmap.
Apply for the programAssesses maturity and handoffs across Quote to Order. Locate bottlenecks, manual work and approval delays, then baseline KPIs.
Redesign the future-state process by stage. Set simplification, standardisation and automation priorities, and build the KPI roadmap.
Define the capabilities and changes needed to reach the target state across process, data, roles and your CRM, CPQ and ERP systems. Show where AI applies and what must be in place first.
Track KPI improvement by stage. Refine workflows and automation thresholds and extend across the broader Lead-to Order landscape.
Full process assessment from lead inflow to order creation
A ten-week engagement for companies ready to fix where revenue and margin leak through Lead-to-Order.
Apply for the programAssesses maturity and handoffs across Quote to Order. Locate bottlenecks, manual work and approval delays, then baseline KPIs.
Redesign the future-state process by stage. Set simplification, standardisation and automation priorities, and build the KPI roadmap.
Define the capabilities and changes needed to reach the target state across process, data, roles and your CRM, CPQ and ERP systems. Show where AI applies and what must be in place first.
Track KPI improvement by stage. Refine workflows and automation thresholds and extend across the broader Lead-to Order landscape.
Revenue Operations Maturity Assessment
Score your organization across 5 dimensions in 8 minutes
Start assessment
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