BIRLA INSTITUTE OF TECHNOLOGY AND SCIENCE, PILANI
(RAJASTHAN)
SEWP ZG628T DISSERTATION
Dissertation Outline
CPQ Life cycle using Cloud in Apttus
Submitted in partial fulfilment of the requirements of
M.TECH Software Engineering Degree Program
By
Peketi Praveena
2014W70233
Under the supervision of
Nidhi Dewangan
Dissertation work carried out at
Wipro Technologies, PDC
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TABLE OF CONTENTS
1. INTRODUCTION................................................................................................................................................4
2. OBJECTIVE.........................................................................................................................................................4
3. TECHNOLOGY USED..........................................................................................................................................5
4. SCOPE...............................................................................................................................................................5
5. UNIT TESTING...................................................................................................................................................5
6. PROGRAM FLOW..............................................................................................................................................6
7. METHODOLOGY................................................................................................................................................6
9. BENEFITS OF CPQ …………………………………………………………………………………………………………………………………………………….7
8. PLAN OF WORK.................................................................................................................................................7
1.INTRODUCTION
Apttus, in simple words, is a quote-to-cash software provider that drives important business processes
between a potential buyer’s purchase and the revenue realization. It is also the Organization dealing with
leading Configure Price Quote (CPQ) software, E-commerce, and Contract Management software.
Apttus CPQ (Configure Price Quote) is the sales tool from the Apttus line of product offerings which are
designed to serve the sole purpose of providing reliable and accurate quotes in real-time. This not only
helps the companies to gain this information but also enables Sales teams with cross-sells. With Apttus
CPQ tool, organizations gain better leads into their newer sales, and cross-sells and sale cycles are
quadrupled as well.
Configure Price Quote (CPQ) solutions can help you accelerate customer response time and sales cycles
while improving quote accuracy, but process automation is just table stakes today. Forward-thinking
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organizations have embraced the digital realm and are leveraging complex configuration, intelligent
pricing, and machine learning capabilities.
2.OBJECTIVES
To implement the CPQ process from end-to – end need the following objectives:
Apttus Architecture
Foundations of CPQ
What does the price list selection impact?
Price List Item
Products
Categories
CPQ to Salesforce Object Relationships
Configurable Products & Rules
Bundles, Options and Option Groups
Attributes
Constraint Rules
X-Author for template
Quote Process
Approvals
Orders
3.TECHNOLOGY USED
Apttus Omni is built a top of Salesforce, which is one of the most scalable and most secure platform
clouds. It means that Apttus Quote-to-Cash (QTC) tool already inherits most of the amazing features
that Salesforce has to provide for its customer base, such as the ability to run businesses with multiple
languages and currencies, mobile access and analytics. CPQ is an Perfect E-Commerce Tool.
Note: Here Salesforce will act as front end where as in back end it will integrate with Apttus
4.SCOPE
Following are the activities in the scope:
Analysis & Design
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CPQ Usage
How it impacts on Salesforce
Quote Process
CFD(Template) Implementation
Approvals Management
Salesforce CPQ and Apttus CPQ
5.UNIT TESTING
Functional Testing: In this, the functional requirements will be tested which is identified during the
Requirement phase.
Performance Testing: In this, the response time of the system is tested and should be within
acceptable limits. The performance of the system should not get affected due to the
implementation
6.SAMPLE PROGRAM FLOW
The below diagram shows the process of CPQ end to end process and will be implemented during the
implementation:
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7.METHODOLOGY
The Functional Requirements which needs to achieve the Objective are:
• The complete understanding of Apttus Tools with their configurations.
• To validate with the requirements based on the Trace Matrix and preparing high level design
document.
The Technical Requirements which needs to achieve the Objective are:
• Programming Language – Java, Salesforce.
• Effective coding to develop the desired functionality.
• Testing of the developed functionality in test environments –SIT/SITN/UAT
8.BENEFITS OF CPQ
CPQ Reduces Your Sales Cycle
CPQ Solutions Improve Quoting Productivity
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CPQ Boosts Sales Team Performance
CPQ Can Increase Sales Team Efficiency
CPQ Reduces Order and Quoting Errors
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9.PLAN OF WORK
S. No Tasks to be done Planned Specific Deliverables
Duration(weeks)
1 Detailed requirement gathering 2 Weeks - Prepare
and Analysis, Understanding the Requirement
CPQ. Analysis Document.
Preparing the Analysis Document
and submit to the Supervisor for
review.
2 Installing the required software 2 Weeks Prepare POC
for making the environment. Document.
Configuring tools and checking
all the relevant compatibilities that
is required.
3 CPQ Transaction Model and 4 weeks - Data Flow
Implementations of Quote Process Diagram
- Results
Basics of Quote-To-Cash Model and Preparation.
its usage in salesforce
18th Sep 2018: Mid Semester Report
4 Implementation of Template (CFD) 3 Weeks - Validation for
and Approvals system outputs.
5 Salesforce CPQ Vs Apttus CPQ 2 Weeks - Monitoring the
Regression/System Testing performance
based on different
inputs provided.
6 Documentation 3 Weeks Document Check-In
for application users
15th Nov Sensitivity:
2018: Final Semester Report
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Implementation of the requirement will be completed in the coming weeks. The following table
provides the progress of work with the planned dates as given in the initial outline document
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THANK YOU!
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