Capabilities

We focus on the commercial processes where revenue is most often won or lost, from the first quote to the final settlement. Each engagement can start with advice, move to implementation, and continue with ongoing support.

Commercial Excellence

The problem

Deals slow down when quoting, pricing, approvals and contracts live in different systems. Every delay costs revenue, and every manual workaround costs margin.

Order-to-Cash

Streamline orders, delivery and invoicing so transactions flow without rework.

CPQ & Bid Management

Build quoting rules, RFP and bid workflows, and fast approvals so sales can respond quickly and accurately.

Contract Management

Standardize how contracts are created, tracked and kept compliant with agreed pricing.

Deal Management

Design volume tiers, pricing models and approval thresholds that protect margin.

Price Management

Maintain consistent price lists and pricing rules across product lines, channels and regions.

Trade Promotion Management

Plan and govern promotional spend by both manufacturers and retailers, co-op funds and distributor agreements.

Gross-to-Net Optimization

The problem

The gap between list price and what you actually keep is often far wider than planned. Rebates, chargebacks, incentives and accruals quietly erode margin when they're calculated by hand or reconciled late.

Rebates & Chargebacks

Automate validation of distributor chargebacks, buying-group pricing and customer contract adjustments.

Incentives & Commissions

Design broker commissions, channel incentives and sales incentive programs (SPIFs).

Loyalty & Channel Rewards

Run volume-based incentive and tier programs that keep customers coming back.

Royalties Management

Calculate and audit royalties and licensing payouts to partners accurately.

Trade Promotion Optimization

Analyze past promotions to see which ones paid off and which ones eroded margin.

Price Optimization

Use data to recommend the right price for each customer and deal, and automate price setting.

Accrual Management

Automate audit-ready accruals for upcoming rebate and incentive payouts.

Regulatory & Fiscal Compliance

The problem

Government pricing rules, tax regimes and audit requirements change constantly. A calculation error can mean penalties, restatements or a failed audit.

Government Pricing

Statutory calculations and reporting for Medicaid, PHS/340B and managed-care programs.

Excise & Indirect Tax

Excise, VAT and sales & use tax calculation for cross-border supply chains across the US, EMEA and APAC.

Compliance Reporting

Streamline internal audits, regulatory filings and data lineage so you can show your work.

Specialized Processes

The problem

Every pricing, rebate and settlement process depends on clean customer, material and pricing master data. When the foundation is wrong, everything built on it is wrong.

Master Data Governance

Set clear ownership, rules and approval workflows for customer, material, vendor and pricing data, so the processes that depend on it can be trusted.

Predictive Commercial Analytics

The problem

Most commercial reporting tells you what already happened. By then, the margin is gone.

Forecasting & Machine Learning

Use cloud data pipelines to model future demand, price elasticity and product mix, so you can act before results come in.

Neutral Solution Selection

The problem

Choosing a revenue-management platform is a multi-year, multi-million-dollar decision, and most of the advice available comes from someone who sells one.

Requirements

Document your requirements across pricing, contracts, rebates and compliance.

Neutral assessment

Assess the market neutrally and score each solution against your needs.

Clear trade-offs

Present the trade-offs clearly. Our recommendations are independent. You make the choice.

Implementation or oversight

If you choose SAP, Vistex or Salesforce, we can implement it. If you choose another platform, we can stay on as your independent advisor or program manager, representing your interests alongside the vendor's team.

Not sure where to start?

Tell us where revenue is slipping. We'll tell you honestly whether we can help.

Book a 30-minute call