Proportion

Assessment Management Firm - Pricing Tool

Whilst pricing is at the forefront of every client proposal, there is currently no consistent approach to driving a price.

Each jurisdiction and asset class have their own approach to providing a price for services, be it activity-based pricing, FTE required, or a fixed price for the longevity of the relationship.

The programme is to deliver a consistent approach to pricing through the roll out of a multi jurisdiction, multi asset class pricing tool. The tool will support the organisation in providing clients the most competitive fees for services as well as ensuring margins are achieved.

Project Responsibilities:

  • Responsible for overseeing the end-to-end delivery of the pricing tool. This includes working with various teams in creating a tool which meets the requirements of all users whilst being interactive enough to be used with ease.
  • Once the tool has been created and configured, a full UAT will be managed to ensure the tool provides the most accurate pricing at all times.
  • Training will need to be provided to all users as well as champions across the jurisdictions to support with day-to-day management of the tool.
  • Managing various teams across the organisation to ensure the tool encompasses all requirements.

Expected Outcome:

  • The expected outcome is the roll out of the tool, and full adoption in the usage of the tool. This will be managed by maintaining a detailed change plan above the overall project plan.

Leave a comment

Your email address will not be published. Required fields are marked *

Bright Change
Privacy Overview

This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.