Project plan
06 / 09
Project Priorities.
You're in safe hands
Revenue Hub workstreams built around BioPhorum's commercial models
Seven connected workstreams focus on Revenue Hub price books, quoting, contracts and approvals, a custom CPQ calculator, commercial reporting and team adoption.
Revenue Hub Commercial Discovery
Confirm how BioPhorum prices, quotes and renews its subscription, consulting, training and publication products.
Objective
Agree the commercial rules Revenue Hub must support before configuration and calculator development begin.
Outcomes
- Agreed commercial rules across BioPhorum revenue streams.
- Shared sales and finance priorities for quoting.
- Clear dependencies for FX and consulting quote data.
- Representative scenarios ready for design and testing.
What we'll cover
- Review multi-year contracts, ramped pricing and line-item discounting requirements.
- Document tiered subscriptions, co-terminating top-ups and bespoke fee line items.
- Agree quote, contract and approval requirements with sales and finance.
- Review FX requirements and the PSOhub quoting dependency without assuming unvalidated capabilities.
- Define representative quoting and renewal scenarios for acceptance testing.
Implementation journey
From day one to live and adopted.
A structured journey across 6 weeks, paced to keep momentum without overwhelming the business.
Senior-led delivery · Structured milestones · Clear accountability · Minimal disruption
Ensuring a smooth project
Forbidden Customer Portal
All tasks, planned sessions, and supporting materials will be tracked and managed via the Forbidden customer portal, which will serve as the central hub for communication, progress visibility, and documentation throughout the engagement.
- Plan and Tasks, An overview of all key milestones and tasks. As the project progresses, more will be added.
- Tasks, Any time we need something from you, you'll be notified by email and the task will appear here. This helps us keep the project moving.
- Submit a Task, Use this section to submit a specific request or task you'd like us to review and consider.
- Files, All shared files will be stored here. You can also upload any files you want to share with us.
- Chat, Send messages or ask questions here. Keeping everything in one place helps us stay organised.
