04 · Systems, Data & AI
CPQ
Good CPQ makes the right deal easier and the wrong deal harder.
Experience & proof
- Entrata — built a custom CPQ for site-level product/entity matching.
- Lucid — led CPQ transformation tied to ASC 606 / IPO readiness: moved approvals into Salesforce, integrated DocuSign, reduced admin processing time 70%, and reduced custom quotes from ~50% to near-zero.