Your partner in implementation, from onboarding and beyond
We bring over a decade of experience to ensure the success of your implementation
Our delivery model, step by step
During the Blueprint phase, our team of business and application experts will focus on understanding business processes and requirements for implementing Salesforce TPM and OptimizerCG. Key functional processes are documented and process fit is demonstrated for end-to-end AOP, promotional planning, settlements, and performance reporting KPIs.
Data Integration Fabric
Throughout this phase, our technical architects identify all key data sources, both inbound and outbound, and conduct a data fabric design where all data sources are mapped between source and destination system. Additionally, the OptimizerCG TPO machine learning models are generated for model accuracy validation.
Once the initial data load is complete, we’ll continue with configuration and the creation of automated interfaces that are needed to satisfy requirements from the blueprint designs. Throughout this phase, we’ll complete machine model learning and validation, data integrity checking, and internal functional testing.
System Integration Testing / SIT
In this phase, our team conducts end-to-end scenario testing of the application and data integration based on the “TO BE” processes from the blueprint designs. This includes final model validation and infrastructure stress testing.
User Acceptance Testing (UAT)
UAT allows you to ensure that the solution configuration and data integration meet the documented requirements for each standard operating procedure. This process validates that each defined role is able to perform its function in a timely manner.
Training is tailored to each user persona and their relevant processes. We recommend a staged approach for key components of the solution like Baseline Management, Scenario Modeling, Promotional Management, Deductions, and Settlements, Reporting, and Analysis
Soft Launch/Go Live
This phase ensures data and system integrity is maintained when incoming data integration is turned on and automated. Your team will have enough time to review the live data entered and the resulting forecasts and financial information before it’s integrated. The key objectives of this phase are:
- Schedule and run incoming master data interfaces to the application from the live ERP system.
- Complete data integrity tests.
- Review financial and forecast information.
This is the final go-live phase where the transactional interfaces are scheduled and turned on to integrate data between relevant systems. The key objectives of this phase are:
- Begin AOP process, create scenarios and optimized
- Ensure all tasks on the detailed change-over plan have been
- Schedule and run transactional interfaces.
- Complete official PSignite launch.
- Support handover procedures.
During this phase, the PSignite implementation team will provide full-end support of the application before the full transition to the product support SLA model. The key objectives of this phase are:
- Update and provide final project documentation.
- Answer any questions that arise as clients start using the solution.
- Prepare full Support turnover document
- Complete official handover procedures.
How can we help you?
Frequently asked questions (FAQ)
Where is PSignite's TPO Application hosted?
OptimizerCG is a true SaaS, hosted in the Salesforce Multi-tenant Cloud.
Will we need separate instances to roll-out geographically
No, OptimizerCG takes advantage of Salesforce’s multilingual and multi-currency capabilities.
What data will I need?
At a minimum, you will want to integrate your sell-in data, or shipments, along with master data (products, accounts, pricing etc.). Most clients also integrate sell-out, or POS as well as sell-through, or Spin data.
How long is implementation?
OptimizerCG has three levels of implementation, Gold with Go-Live in five - ten weeks, Platinum with Go-Live in 10-20 weeks and Custom for more complicated setups, which typically run 12+ weeks.
Which ERP systems does OptimizerCG integrate with?
OptimizerCG integrates with every ERP, as well as data lakes, third party deduction programs like High Radius as well as various other programs in retail execution, demand planning etc. Salesforce’s open API structure allows for ease of integrations.
Can OptimizerCG assist us with data management?
Yes, we have additional data management packages available based on client needs.
What if I don’t have baselines?
Our base and uplift module utllizes the latest in AI and Machine Learning to generate the base and uplift needed for good trade promotion management and forecasts.
Does OptimizerCG integrate with our POS data?
Yes, any POS data source that is provided at the Account/SKU/Week level can be integrated. If this information is not in a client’s data lake we can provide integration packs to assist.
Does OptimizerCG handle production/demand forecasting?
OptimizerCG generates both a consumption and shipment forecast which are integral inputs into most demand planning systems.
Does OptimizerCG scan in deductions and settle them automatically?
OptimizerCG has an auto-settlement capability
Does OptimizerCG only allow me to plan for my modern trade events?
In addition to modern trade, OptimizerCG will also allow for planning and tracking of your traditional trade longer termed contracts and rebates.We give you the full view of all of your trade spend activity in a single solution and user interface.