The CFO’s Guide to Services CPQ: Making the Right Choice for Your Professional Services Firm

In today’s services-driven economy, professional services organizations face growing complexity in how they scope, price, and deliver work. Yet many still rely on fragmented systems that disconnect quoting from execution, leading to inaccurate forecasts, revenue leakage, and slower growth.

To help leaders navigate this evolving landscape, MGI Research has developed a Buyer’s Guide to Services CPQ (Configure, Price, Quote), a comprehensive framework to evaluate leading SCPQ solutions based on company size, operational maturity, and strategic priorities. In this session, experts from MGI, Workday, and Logic 20/20 will walk through the guide’s key chapters, including:

Defining Services CPQ: What sets it apart from traditional CPQ systems

Understanding the Decision Context: How to align business model, service delivery, and technology readiness

Mapping the Vendor Landscape: Key players and selection criteria for small, mid-market, and enterprise firms

Building a Business Case: Metrics and outcomes that resonate with finance and operations decision-makers

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