When embarking on a Configure-Price-Quote (CPQ) project, one of the critical decisions you’ll need to make is how to staff your team. The right team can make all the difference in the success of your project, while the wrong one can lead to missed deadlines, cost overruns, and poor outcomes. In this blog post, we’ll outline some tips for how to staff your CPQ project effectively.

1.  Define Roles and Responsibilities

The first step in staffing your CPQ project is to define the roles and responsibilities of each team member. Your team should include subject matter experts (SMEs) in your product catalog and pricing structures, as well as individuals with technical expertise in CPQ software implementation. The roles could include a project manager, a business analyst, a technical lead, a configuration specialist, and a pricing specialist, among others. 

Here’s an example of what a CPQ team could look like, the role descriptions, and the time they would need to devote during the first three stages of the CPQ project.

2.  Consider the Skills Required

Once you’ve defined the roles and responsibilities, you’ll need to consider the skills required for each role. Look for team members with experience in CPQ implementation and a strong understanding of the software’s technical capabilities. They should also have excellent communication skills and the ability to work collaboratively across teams.

3.  Leverage External Expertise

Depending on the size and scope of your project, you may need to supplement your internal team with external expertise. Consider partnering with a CPQ implementation partner or consultant who can provide additional resources and support throughout the project.

4.  Allocate Resources Effectively

When staffing your CPQ project, it’s important to allocate resources effectively. Make sure that team members have the time and resources they need to complete their tasks effectively, and avoid overloading individuals with too many responsibilities. Additionally, ensure that the team has access to the necessary tools and technology to complete the project successfully.

5.  Plan for Ongoing Support

Finally, it’s essential to plan for ongoing support and maintenance of your CPQ solution. Ensure that team members are trained on the software and that there is a plan in place for ongoing support and updates. Consider establishing a dedicated team to manage and maintain the system after the initial implementation is complete.

In conclusion, staffing your CPQ project is a critical component of your project’s success. By defining roles and responsibilities, considering the skills required, leveraging external expertise, allocating resources effectively, and planning for ongoing support, you can ensure that your project is staffed with the right team for success. To learn more about CPQ projects, check out this comprehensive CPQ guide.