A global leader in professional services, operating across multiple intellectual property-focused business units, had grown through years of acquisition and that growth had left its quoting process fractured. Four separate IP services teams worked in silos, each with highly fragmented quoting processes, inconsistent data, and stalled transformation efforts that had created a complex environment ill-suited to global scale and adoption. There was no central governance model for Salesforce, which meant reactive development, short-term fixes, and unclear ownership of long-term platform strategy. Previous transformation initiatives had tried to fix this before and failed to deliver value, leaving disconnected systems and inconsistent data that made it nearly impossible to get a unified view of pipeline and operational metrics. Without a scalable, standardized quoting solution, the organization’s ability to operate efficiently across regions and business units was fundamentally limited and after years of acquisition-driven growth, that limitation was only becoming more pressing.
Ascendion delivered a structured, collaborative, and scalable transformation approach designed to unify quoting processes and rebuild organizational trust- implementing an agile, phased delivery model focused on rapid value generation to help the organization overcome change fatigue after previous failed attempts.
At the center of the solution was a modern, API-driven architecture: a centralized CPQ platform deployed within Salesforce, standardizing quoting workflows across all IP services business units and enabling a single global process. That architecture integrates seamlessly with enterprise systems such as Tradoc, ensuring real-time data flow and scalability for complex pricing and translation analysis. Throughout the program, Ascendion drove deep stakeholder engagement across business and technical teams, facilitating co-design sessions, continuous feedback loops, and strong alignment, establishing a foundation for future governance, consistent development, and a structured roadmap for the organization’s next phases of transformation.
Tech Stack:
Delivered a single global CPQ platform supporting over 500 users, significantly improving quoting accuracy, efficiency, and speed.
Strengthened data consistency, pipeline visibility, and executive reporting with a unified process and central data structure.
Reduced operational friction and manual effort across global teams, improving both employee experience and customer responsiveness.
Established a scalable, future-ready foundation that supports additional transformation phases and long-term digital strategy.
