General Requirements and Scope Expectations
Design Workshop Expectations
Build and Sprint Planning Guidance
Platform Optimization
Environment Registration
Scalability Best Practices
Custom Settings setup

Profile Design Setup
Permission Set Setup
User / Contact / Community Setup
QA / UAT / Testing Cycle
Training  Schedule/ Maintenance Procedures
Planning for End User Training
Planning for Admistrator Training
Plnning for Integrations with 3rd party applications
Planning for migrations between instances
Migration / Integration Resources
Deployment Tracker
Optimizing Field Mapping
Scaling while Maintaining Compatibility
Apttus CPQ
Category Structure and Implementation
Product Structure and Implementation
Bundle / OptionStructure and Implementation
Price List Structure and Implementation
Price Rule Usage
Attribute Usage
Attribute Rule Usage
Price List Item Usage
Price Matrix Usage
Validation Rules
Constraint Rules
Apttus CLM Services
Template Best Practices
Synchronization between Apttus and Salesforce standard objects (OOB)
Agreement Flow Assessment
ERP Mapping (Tech Spec Formatting and Grooming)
Apttus Reporting / Analytics
Filters and Custom Reports
Email Templates
Measurement of ROI

Anything CPQ

Org chart

Teams

Offices

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