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CPQ workflow and controls

Infoblox CPQ and order-to-cash

Our White Glove quotes used to vanish into email threads with three approvers and no clean paper trail. I rebuilt the path in Salesforce so reps could move fast without dumping problems on finance and supply.

Employer / client
Infoblox
Duration
Jan 2020 - Apr 2022
Project type
Sales operations and CPQ

Architecture

How the order-to-cash path works

Order-to-cash control path: White Glove and exception quotes pass through Salesforce CPQ rules (discount thresholds, product dependencies, regional terms, validation rules), into a finance, legal and supply approval gate, then become a clean order with reporting downstream. Rework patterns loop back into the rules and training.

How a quote moves from intake through CPQ rules and a named approval gate into a clean order, with rework patterns looping back to tighten the rules.

My order-to-cash control map

Process flow

How I work the steps

  1. 01
    before Sales quote request

    Rep submits a White Glove or exception quote.

    Sales
  2. 02
    control Rule and term check

    Regional terminology, product dependencies, and discount rules clarified.

    BA / Salesforce CPQ
  3. 03
    handoff Approval routing

    Finance, legal, and supply review against named criteria.

    Finance / Legal / Supply
  4. 04
    risk UAT / defect triage

    Real scenarios tested and rework patterns tracked.

    BA / IT
  5. 05
    after Controlled O2C handoff

    Quote path visible in Salesforce, cleaner downstream.

    Sales Ops

How I worked the problem

  • Ran discovery with sales, finance, legal, and supply, then turned the recurring exceptions into a BRD with named rule owners and fallback routes.
  • Mapped discount thresholds, product dependencies, and regional terms into Salesforce CPQ so every approval pointed to a real rule, not someone's inbox.
  • Designed and ran UAT around the scenarios reps actually hit under pressure: region mismatch, bundle clashes, discount escalation, reroutes after correction, late approver changes.
  • Tracked post-release incidents and rework patterns so the same failures stopped repeating quietly.

Measured results

What I delivered

95% accuracy

White Glove O2C timeline accuracy

Three-month window after the approvals, rules, and tests matched the real exceptions.

200+ volume

Daily CPQ quote reviews

High-volume quote work with the accuracy bar held the whole time.

98% accuracy

Quote accuracy target

Accuracy target for the wider quote op.

~25% reduction

Issue resolution improvement

Faster triage once the failure paths moved out of inboxes and into Salesforce.

Outcomes

  • The quote-review cadence stayed at full volume without dropping below the accuracy bar.
  • White Glove orders started moving on time inside the three-month window. The path that used to live across inboxes lived in Salesforce.
  • Triage got faster because failures pointed at the exact rule, approval, or handoff that broke. No more reconstructing decisions from screenshots.

Tools I used

  • Salesforce CPQ
  • Sales Cloud
  • Reports & Dashboards
  • Excel
  • Agile
  • UAT