| Data readiness assessment | Source inventory, definitions, missing fields, quality risks, reconciliation needs | Assessment report and issue log | Discovery | Data owners, dictionaries, extracts, access rules |
| Pricing performance diagnostic | Price realization, discount, margin, volume, mix, dispersion, and exception views | Dashboard, workbook, or report | Baseline analysis | Transactions, costs, product, customer, channel data |
| Competitive benchmark | Comparable prices, packages, features, terms, and value communication | Benchmark matrix and summary | Market review | Priority competitors, geographies, offers, research limits |
| Customer and segment analysis | Value drivers, behavior, sensitivity, use cases, and segment hypotheses | Segment profiles and evidence map | Research and analysis | CRM data, customer access, feedback, segment definitions |
| Scenario model | Alternative price, package, discount, volume, and margin assumptions | Interactive model and assumption log | Option design | Decision thresholds, constraints, risk tolerance |
| Pricing recommendation | Prioritized decisions, rationale, trade-offs, dependencies, and exclusions | Decision document and executive deck | Recommendation | Stakeholder review and business-rule validation |
| Implementation roadmap | Owners, workstreams, system changes, communication, controls, and review gates | Roadmap and responsibility matrix | Implementation planning | Owner availability, system constraints, approval process |
| KPI and governance framework | Metric definitions, baselines, reporting frequency, thresholds, and escalation | Dashboard specification and governance guide | Handover and ongoing support | Reporting tools, data refresh, decision cadence |