Consolidated all products into one quoting system
Privacy & Data Integrity Company is a provider of privacy, digital properties security, and data integrity to consumers all over.
Consolidated all products into one quoting system
Established customer self-service and consumption-based transitions
Increased approval turnaround time, which in turn increased productivity and sales
Accountability and uniformity established for discounts and approvals
Managed all approvals and renewals in one place making it easier to analyze bottlenecks and delays
Executive Sponsor
Industry
Products
Services
Challenges
Customer struggled with multiple system platforms for contract management and negotiation
None of these systems integrated with each other. This made for slow manual tracking of all contract documentation
The customer’s back office was built into multiple systems. Our billing provided a middle office that enabled them to take away and sunset several of those systems and streamline the data into their core NetSuite ERP
Customer was challenged with assets and renewal data
Difficult and inaccurate billing processes spread across various systems
Results
Uptima provided end-to-end implementation of Apttus CPQ, CLM, and Billing with integration into NetSuite ERP and front-end custom portal
Integrated contract management and negotiation built to occur solely within Apttus
Automatic document generation through Apttus to consolidate several processes
Structured contract configuration within Apttus, streamlining the configuring, quoting, billing, renewals, and amendment processes