Product & Service Offer Management

Centralize Product Definitions. Manage Client Profitability. Deliver Outstanding Service.

Organizations with complex service offerings rely on ProcessUnity’s cloud-based offer management system to centralize product information, proactively manage client profitability and implement controls to deliver outstanding customer service.

Reduce Cost
& Complexity

Consolidate systems & reduce exceptions

Improve Customer
Satisfaction & Retention

Deliver a consistent service experience

Reduce Service
Delivery Risk

Ensure offerings are effectively deployed and utilized across the service delivery lifecycle

Improve Employee

Reduce reactive requests and improve collaboration

Generate Maximum Profit
From Each Client

Steer them towards preferred services

Improve Return
on Investment

Invest in the right set of product gaps to drive client adoption of preferred services

Centralize Product Information

ProcessUnity aligns product, sales and services teams with a single, definitive source of offer information.

Classify product and service features, functions and delivery methods

Classify Product and Service Features,
Functions and Delivery Methods:

  • Consolidate the spreadsheets, databases and systems used to store portions of catalog data
  • Capture previously undocumented products and services
  • Implement a change management process for new additions and ongoing updates

Identify best practices and preferred offerings

Identify Best Practices
and Preferred Offerings:

  • Capture the degree of variation and the direct impact on cost, revenue and client satisfaction
  • Categorize each product using an organization’s own naming conventions and definitions
  • Report on service variations and cost metrics
  • Quickly highlight high-risk services

Technology Project Summary Report

Identify, Track and Remediate
Critical Gaps in a Product Line:

  • Compare product and service offerings against industry benchmarks to identify potential deficiencies
  • Document gaps and summarize them by service area
  • Track real-time progress in completing projects and closing critical gaps

Proactively Manage Client Profitability

At the heart of ProcessUnity is the vendor service catalog, a central repository of vendor information, key documentation and related risks. Organizations can capture and maintain critical information for all of their third parties, including:

Maps Clients to the Actual Products and Services They Use

Maps Clients to The Actual
Products And Services They Use:

  • Integrate with customer relationship management (CRM) and record-keeping platforms to synchronize client data
  • Analyze detailed client and plan level profiles
  • Identify clients with non-preferred services and/or product gaps

Analyze Client Health

Analyze Your
Clients’ Health:

  • Access dashboards and reports to quickly surface at-risk accounts and why each client requires attention
  • Review client health score indicators
  • Calculate both cost and revenue on a per-client basis
  • Track historical data on a per-client and per-attribute to view the progress of each account over time

Drive Positive Change in the Client Accounts

Drive Positive Change
in Client Accounts:

  • Quickly identify cross-sell opportunities
  • Benchmark similar clients against each other
  • Transition clients to preferred, highly valued services

Implement Controls to Deliver Outstanding Customer Service

ProcessUnity provides a governance and collaboration framework that ensures optimal service delivery across all clients.

Implement Governance Processes

Implement Governance Processes
for Your Organization:

  • Facilitate a process to request, manage and approve product and service exceptions
  • Develop, communicate and enforce product and service guardrails
  • Manage version control and full audit trails
  • Monitor exceptions through interactive dashboards and reports
  • Systematically eliminate underutilized and lower-margin offerings

Facilitate Collaboration Between Sales and Services Teams

Facilitate Collaboration Between
Sales and Services Teams:

  • Align sales and service teams and their goals
  • Streamline stakeholders’ day-to-day activities and reduce time spent responding to reactive requests
  • Communicate best practice data between functional areas
  • Create a common playbook so product, sales, implementation and relationship teams speak with a unified voice
  • Ensure faster, smoother client implementations, and deploy exactly what was sold to the client

Deliver Key Insights That Help Plan Sponsors Improve Their Benefit Packages

Deliver Key Insights That Help Plan
Sponsors Improve Their Benefit Packages:

  • Power the annual business planning process with critical plan data
  • Track performance against service-level agreements (SLAs) with clients to ensure plans are performing as expected
  • Respond faster to custom requests with greater accuracy and best-practice data to support recommendations

Learn more about Product and Service Offer Management for product managerssales managersimplementation managers, and relationship managers.

Get Started with Product & Service Offer Management

Begin your journey to service delivery excellence. Contact us to schedule a live product demonstration.

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