How we work
A disciplined path from readiness to continuous improvement.
Every engagement follows the same five-phase method: Discover, Design, Build, Launch and Evolve. The sequence begins by establishing readiness across data, process and decision rights before pricing software delivery begins.
Why readiness first
Pricing software works. We implement it, we like it, and we have seen it transform a P&L. What we have also seen — repeatedly — is a capable platform sitting unused because nobody fixed the cost model, agreed who owns a discount, or gave sales a reason to trust the number on the screen.
So we refuse to start with configuration. Every engagement begins with an honest assessment of data, process and organizational appetite. Sometimes that assessment tells a client not to buy anything yet. That conversation is why they come back.
How we deliver
- Geography
- United States, Canada and Latin America
- Languages
- English and Spanish, including workshops and training
- Platform
- Pricefx implementation, plus ERP, CRM and BI integration
- Model
- The people who scope the work do the work
Who owns what
The single biggest predictor of how long a pricing implementation takes is not technical. It is how quickly your organization can make a decision and make it stick.
In a spreadsheet world, discount authority lives in phone calls and institutional memory, and that works. The moment it becomes a workflow, every one of those informal agreements has to become explicit — who approves 5%, who approves 12%, whether it changes by product, tier or country. Those are organizational design questions, not technical ones, and they take longer than the configuration does.
So we treat requirements governance as its own workstream with its own time and sponsorship, rather than as a byproduct of the build. It is the difference between a platform people use and a platform people work around.
Division of labour
- We own
- The assessment, workshop facilitation, configuration, integration and enablement
- You own
- The decisions — authority thresholds, margin floors, who signs off on what
- We ask for
- An executive sponsor who can settle a disagreement between two business units
- You get
- Documented decisions, not just a configured system. The reasoning outlives the project.
The RevSeekr method
Five phases, in this order, every time.
The sequence is not a product upsell. It is how failed pricing projects get avoided. The uncomfortable part is that Discover sometimes ends with us telling you not to buy software yet.
PHASE 01
DiscoverUnderstand where you are and where the opportunity lies
PHASE 02
DesignDefine the target state and the path to reach it
PHASE 03
BuildConfigure, integrate and validate the platform
PHASE 04
LaunchTrain, go live, stabilize and drive adoption
PHASE 05
EvolveRefine models and compound the gains
Phase 1 — Discover & Assess
“Understand where you are and where the opportunity lies”OutputFindings, charter and transformation roadmap
Diagnostic tools
- Data Readiness Assessment
- Pricing Challenges Diagnostic
- Pricing Readiness Assessment
- ROI Value Model
- Stakeholder Mapping
Workshop kits
- Strategy Alignment Workshop
- Executive Interview Guide
- Current State Mapping
- Pain Point Prioritization
Templates & outputs
- Project Charter
- Business Case Document
- Stakeholder Register
- Discovery Findings Report
- Transformation Roadmap
Phase 2 — Design & Blueprint
“Define the target state and the path to reach it”OutputSigned solution design and target architecture
Design frameworks
- Pricing Strategy Blueprint
- Segmentation & Price Structure Design
- Discount & Approval Architecture
- Price Waterfall Definition
- Data Model & Integration Design
Workshop kits
- Solution Design Workshops
- To-Be Process Mapping
- Governance Design Session
- Design Review & Sign-Off
Templates & outputs
- Solution Design Document
- Integration Architecture Diagram
- Data Migration Plan
Phase 3 — Build & Validate
“Configure, integrate and validate the platform”OutputValidated configuration and go-live package
Build tools
- Configuration Standards & Playbooks
- Integration Runbooks
- Data Load & Validation Scripts
- Environment & Release Checklist
Workshop kits
- Sprint Demos
- Data Validation Working Sessions
- UAT Preparation Workshop
Templates & outputs
- Configuration Workbook
- Test Scripts & UAT Scenarios
- Defect Triage Log
- Cutover Plan
- Go / No-Go Checklist
Phase 4 — Launch & Adopt
“Train, go live, stabilize and drive adoption”OutputLive first slice and adoption scorecard
Launch tools
- Training Needs Matrix
- Adoption Dashboard
- Hypercare Runbook
Workshop kits
- Train-the-Trainer Package
- Role-Based Training Sessions
- Change Champion Kit
Templates & outputs
- Go-Live Communication Plan
- Role-Based Training Materials
- Hypercare Issue Log
- Stabilization Report
- Adoption Scorecard
Phase 5 — Evolve & Optimize
“Refine models and compound the gains”OutputValue realization report and optimization roadmap
Evolve tools
- Model Performance Review
- Price Optimization Backlog
Workshop kits
- Quarterly Business Review Kit
- Model Refinement Workshops
- Pricing CoE
Templates & outputs
- Value Realization Report
- Optimization Roadmap
- Model Change Log
Why clients bring us in
Six reasons, none of them a slide.
01
Pricing is the whole practice
Enterprise B2B pricing is what we do. We are not a general IT shop with a pricing brochure attached.
02
Readiness before configuration
We will not start by loading rules into a platform if the cost model, authority or data will not support them. That is the work most projects skip and then pay for twice.
03
Commercial and technical in one team
Pricefx configuration alongside ERP, CRM and BI integration — and the business language to sit with pricing, finance and sales in the same room.
04
Americas, English and Spanish
Delivery across North America and Latin America, including workshops and training in both languages.
05
The people who scope do the work
No bait-and-switch handoff from a sales deck to a different delivery bench you have never met.
06
Honest about outcomes
We use industry research to frame what pricing programs can unlock. We size your opportunity on your data. We do not invent performance claims to close a conversation. How we talk about results →
Toolkit
What each phase produces.
The documents and working sessions of each phase. Kits marked available can be sent after a short conversation about where you are; the rest we produce inside the engagement, with you in the room.
Templates & outputs
- Project Charter
- Business Case Document
- Stakeholder Register
- Discovery Findings Report
- Transformation Roadmap
Workshop kits
- Strategy Alignment Workshop
- Executive Interview Guide
- Current State Mapping
- Pain Point Prioritization
Discover, item by item → What each one is, when it is used and who owns it.
Templates & outputs
- Solution Design Document
- Integration Architecture Diagram
- Data Migration Plan
Workshop kits
- Solution Design Workshops
- To-Be Process Mapping
- Governance Design Session
- Design Review & Sign-Off
Design, item by item → What each one is, when it is used and who owns it.
Templates & outputs
- Configuration Workbook
- Test Scripts & UAT Scenarios
- Defect Triage Log
- Cutover Plan
- Go / No-Go Checklist
Workshop kits
- Sprint Demos
- Data Validation Working Sessions
- UAT Preparation Workshop
Build, item by item → What each one is, when it is used and who owns it.
Templates & outputs
- Go-Live Communication Plan
- Role-Based Training Materials
- Hypercare Issue Log
- Stabilization Report
- Adoption Scorecard
Workshop kits
- Train-the-Trainer Package
- Role-Based Training Sessions
- Change Champion Kit
Launch, item by item → What each one is, when it is used and who owns it.
Templates & outputs
- Value Realization Report
- Optimization Roadmap
- Model Change Log
Workshop kits
- Quarterly Business Review Kit
- Model Refinement Workshops
- Pricing CoE
Evolve, item by item → What each one is, when it is used and who owns it.
Judge the thinking
We publish what we have learned in the open, including the parts that went wrong. It is a more useful test of whether we know this work than anything we could say about ourselves here.