Understanding the comprehensive onboarding strategy for implementing Intuilize's AI-driven price optimization platform
Intuilize's onboarding process is designed to ensure a smooth transition and successful implementation of our price optimization solution.
Most of the heavy lifting during onboarding is handled by our team. Your team's involvement is typically limited to 5-10 hours maximum, primarily for providing access to systems and validating our findings.
The process involves several key steps:
- Initial Data Extraction and Analysis: We extract your sales data from the past 12-24 months from your ERP system. Our team works directly with your IT department , ERP service provider, or VAR to access the necessary data. This data is then cleaned, standardized, and analyzed to identify pricing patterns and opportunities.
- Assessment and Requirements Gathering: We conduct a thorough assessment of your current pricing processes, both operational and technical. This includes evaluating how quotes are created, understanding your pricing libraries in your ERP system, and identifying any gaps in your current practices.
- Cost Management Evaluation: We review your standard cost processes to identify potential erosion in your gross margins due to delays or errors in cost updates.
- Customer and Product Segmentation: We apply our AI algorithms to segment your customers and products based on your specific business characteristics and purchasing patterns.
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The onboarding phase typically takes about two to three months to complete, depending on the complexity of your data and systems. Throughout this process, our team works closely with your designated personnel to ensure minimal disruption to your operations while setting the foundation for successful price optimization.