CPQ software implementation calcIT

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Execution of a calcIT implementation project

The calcIT implementation project generally proceeds in several phases, which may differ depending on software requirements. The result of each phase is a fully functioning version of calcIT, which is examined with your requirements in mind through a fit-gap analysis. Each subsequent phase is based on the results of the previous phase (i.e. the fit-gap analysis).
Generally, we proceed with a calcIT implementation project according to the following phase model:

CPQ Einführung Phase 1 Phase 1

 Generation of a base configuration  

Generation of a "demo system"

Basiskkonfiguration calcIT

Result: fully functioning calcIT base configuration

After we kick-off, we define together with you the minimal requirements for a base system tailored to your company on the basis of a matching industry template. The base configuration's architecture consists of component types, hierarchy and calculation rules, as well as simple version templates and libraries.

CPQ Einführung Phase 2Phase 2

Refinement of calculcation structures  

Customised calculation schemes

Kalkulationsstruktur calcIT

Result: calcIT version with sophisticated calculation structures

Based on the calcIT base configuration, we refine and expand calculation structures on all levels. Hierarchies, input screens and column views are optimised and specific calculation rules inserted. In addition, we model relevant special cases or alternative calculation variants.

CPQ Einführung Phase 3 Phase 3

 Library construction & data migration  

Unique library concept

Bibliotheken und Datenmigration

Result: calcIT version for the calculation of real projects with real data

To fill your calculations with the right data and structures, we configure libraries and master data with you. For the import of data, i.e. the migration of data from other systems, we create import settings for Excel files and/or simple data interfaces.

CPQ Einführung Phase 4Phase 4

Creation of output templates 

Customised output templates

Ausgabeformate

Result: calcIT version with templates for offers and reports

According to your functional requirements and layout requests, we create diverse templates for Word outputs (for example for quotes) and Excel outputs (for instance for cost reports). Beyond text, this can also involve graphics such as product images or diagrams.

CPQ Einführung Phase 5 Phase 5

 Configuration of advanced functions 

Expansive functions

Weiterführende Funktionen

Result: complex calcIT version for diverse use

Working closely with you, we create concepts for advanced functions and calculation-foreign data structures like orders, stocklists, and CRM functions. To do this, we configure new data entities and node types with their own hierarchies, screens, and calculation rules, and design transfer templates for data transfers.

CPQ Einführung Phase 6Phase 6

Setting-up of interfaces 

Diverse integration options

Einrichtung von Schnittstellen zu Fremdsoftware

Result: calcIT version with interfaces with foreign software

Jointly with the respective technical division, we design solutions for the integration of calcIT into the third-party software you are using. calcIT can generally be integrated into any foreign system. If SAP is being used, we can fall back on an extensive toolbox and the experience of our SAP division.

CPQ Einführung Phase 7 Phase 7

 Integration tests and going live

Extensive tests and training

Integrationstests calcIT

Result: final calcIT version ready for productive use

Before the calcIT system can go live, we test both internally and jointly with you all elements of the calcIT system. If applicable, we also test all interface processes. We carry out final adjustments and accompany you throughout the training of users.

C

Generation of a base configuration

After we kick-off, we define together with you the minimal requirements for a base system tailored to your company on the basis of a matching industry template. The base configuration’s architecture consists of component types, hierarchy and calculation rules, as well as simple version templates and libraries.

Result: fully functioning calcIT base configuration

C

Refinement of calculation structures

Based on the calcIT base configuration, we refine and expand calculation structures on all levels. Hierarchies, input screens and column views are optimised and specific calculation rules inserted. In addition, we model relevant special cases or alternative calculation variants.

Result: calcIT version with sophisticated calculation structures

C

Library construction & data migration

To fill your calculations with the right data and structures, we configure libraries and master data with you. For the import of data, i.e. the migration of data from other systems, we create import settings for Excel files and/or simple data interfaces.

Result: calcIT version for the calculation of real projects with real data

C

Creation of output templates

According to your functional requirements and layout requests, we create diverse templates for Word outputs (for example for quotes) and Excel outputs (for instance for cost reports). Beyond text, this can also involve graphic elements such as product images or diagrams

Result: calcIT version with templates for offers and reports

C

Configuration of advanced functions

Working closely with you, we create concepts for advanced functions and calculation-foreign data structures like orders, stocklists, and CRM functions. To do this, we configure new data entities and node types with their own hierarchies, screens, and calculation rules, and design transfer templates for data transfers.

Result: complex calcIT version for diverse use

C

Setting-up of interfaces

Jointly with the respective technical division, we design solutions for the integration of calcIT into the third-party software you are using. calcIT can generally be integrated into any foreign system. If SAP is being used, we can fall back on an extensive toolbox and the experience of our SAP division.

Result: calcIT version with interfaces with foreign software

C

Integration tests and going live

Before the calcIT system can go live, we test both internally and jointly with you all elements of the calcIT system. If applicable, we also test all interface processes. We carry out final adjustments and accompany you throughout the training of users.

Result: final calcIT version ready for productive use

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