Pricing Technology Transformation

From Excel grids to a real pricing engine.

We move distributors off offline spreadsheets and manual ERP keying onto a pricing system built for their business. Blueprint, vendor selection, build, UAT, ERP integration, downstream data feeds, and go-live—one team, start to finish.

$550M+
Annual Revenue Impact Delivered
$26B
Portfolio Footprint Managed
4,400+
Manual Hours Automated
10+ Yrs
Pricing & ERP Delivery
Sound Familiar?

Your pricing strategy is only as good as the spreadsheet it lives in.

Most distributors didn't choose Excel as their pricing system—it just became one. Price changes get modeled in offline grids, emailed for approval, then keyed line by line into the ERP. It works, until the business outgrows it.

⌨️

Manual keying into the ERP

Analysts re-type approved prices into condition records by hand. Every keystroke is a chance for a margin-killing error.

🗂️

Version chaos

"FINAL_v7_updated.xlsx" lives on someone's desktop. Nobody is certain which grid is the source of truth.

✉️

Approvals by email

Price decisions are approved in inbox threads with no audit trail, no guardrails, and no visibility into who changed what.

⏳

Slow speed to market

A price move that should take a day takes weeks to model, approve, load, and verify—while competitors and suppliers keep moving.

🕳️

Invisible margin leakage

Keying errors, expired deals, and missed chargebacks quietly bleed margin, and nobody finds out until month-end—if ever.

🧮

Analysts doing data entry

Your most commercially sharp people spend their week maintaining grids instead of analyzing price, mix, and competitive position.

The fix isn't a better spreadsheet. It's a pricing system that models scenarios, routes approvals, and posts directly to your ERP—selected, built, tested, and launched by people who have run pricing inside a large distributor.

How We Get You There

Seven phases. One accountable partner from blueprint to go-live.

Pricing transformations fail in the gaps—between the business and IT, between the ERP and the channels that depend on it, between "configured" and "actually used." We own the whole path, or step into the phase where you need us most.

01

Blueprint

Document how pricing actually works today, and design how it should work tomorrow.

  • Current-state process & spreadsheet inventory
  • Pricing architecture: tiers, programs, deals, breaks
  • Approval workflow & governance design
  • Business requirements & success metrics
Output: Future-state blueprint
02

Vendor Selection

An objective build-vs-buy decision, made against your requirements—not a sales demo.

  • Market scan & vendor shortlist
  • RFP creation and scripted demos
  • Weighted scoring & total cost of ownership
  • Contract & statement-of-work review support
Output: Selection recommendation
03

Build & Configure

Translate the blueprint into a working system—vendor-configured or custom-built.

  • Functional specs & configuration oversight
  • Scenario modeling, GP bridge & approval logic
  • Data migration from legacy grids
  • Business-side liaison to the build team
Output: Configured solution
04

User Acceptance Testing

Prove it prices correctly before a single customer invoice depends on it.

  • UAT strategy, scripts & real-world test cases
  • Parallel runs against legacy Excel results
  • Defect triage & resolution tracking
  • Business sign-off readiness
Output: Signed-off UAT
05

ERP Integration

Eliminate manual keying for good—approved prices flow straight into the ERP.

  • Condition record & pricing procedure mapping
  • Interface design with your IT or SI partner
  • Rebate, chargeback & settlement alignment
  • End-to-end order-to-cash validation
Output: Automated price load
06

Price Data Distribution

Getting prices into the ERP is half the job. Current, future-dated, and historical pricing has to reach every system and channel that depends on it—accurately and on time.

  • Current & future-dated price feeds to digital channels
  • Historical price repository for reporting & audit
  • APIs, scheduled feeds & change-only delivery
  • AI-ready pricing data sets for analytics & models
  • Data ownership, governance & reconciliation
Downstream destinations
E-commerce & B2B portals Customer EDI price catalogs Sales rep & mobile apps BI & reporting Data warehouse / lake AI & analytics models Supplier & partner portals
Output: One source of pricing truth, everywhere
07

Implementation

Launch, stabilize, and make sure the team actually retires the spreadsheets.

  • Cutover planning & go-live command center
  • Training, SOPs & role-based playbooks
  • Hypercare & issue resolution
  • Adoption tracking & KPI baseline
Output: Stable, adopted system
What Changes

Before and after a pricing system.

The goal isn't new software. It's a pricing operation that's faster, auditable, and protects margin by design.

Today: Excel-driven
After: System-driven
Scenario planning
Offline grids, rebuilt for every price move
Reusable scenarios with instant margin impact
Getting prices into the ERP
Keyed by hand, line by line
Approved prices post automatically
Approvals
Email threads and hallway sign-offs
Routed workflow with margin guardrails
Audit trail
Whoever last saved the file
Every change logged: who, what, when
Prices in digital channels
Files exported and uploaded by hand; web and ERP drift apart
Current and future prices published automatically
Price history for reporting & AI
Scattered across old spreadsheet versions
Clean, queryable repository ready for BI and models
Time to execute a price change
Weeks
Days
Analyst time
Maintaining spreadsheets
Analyzing price, mix, and competitors

We don't sell software. We help you pick the right answer.

Enterprise pricing platforms are powerful but often oversized for mid-market budgets. Custom tools are fast but need a long-term owner. We lay out the real trade-offs and recommend the path that fits your complexity, ERP, and team.

Option A

Enterprise Pricing Platform

Dedicated price optimization and management software, integrated with your ERP.

Best fit: high SKU and customer complexity, dedicated pricing team
Option B

ERP-Native Pricing

Extend what you already own—e.g., SAP S/4HANA condition technique and Settlement Management.

Best fit: strong ERP footprint, rebate & chargeback heavy programs
Option C

Custom-Built Pricing Tool

A purpose-built scenario and approval app that loads directly to your ERP.

Best fit: unique pricing logic, speed to value, controlled budget

Real transformations, real margin.

Client names are kept confidential. Outcomes are not.

Excel → ERP

Multi-State Beer Distributor

BlueprintBuildUATERP Integration
Challenge
Price scenario planning lived in offline Excel grids across multiple states and customer segments. Approved prices were then keyed manually into the ERP, leaving analysts buried in administrative work.
Solution
Blueprinted and built a standardized, web-based price scenario planning platform connected directly to the order-to-cash system, with real-time margin modeling, competitive intelligence, and negotiation simulation.
$18.2M
Annual revenue uplift
60%
Faster pricing cycle
0
Offline grids re-keyed

International Food Distributor

BlueprintERP IntegrationImplementation
Challenge
Complex pricing spanning assortments, accumulation programs, credit management, and supplier chargebacks—run through fragmented legacy systems and spreadsheets with no real-time transparency.
Solution
Implemented SAP S/4HANA Settlement Management, consolidating pricing programs into a rules-based engine with automated chargebacks, supplier reconciliation, and accumulation tracking.
$23M
Margin leakage recovered
3,400+
Manual hours eliminated
87%
Faster dispute resolution
Ways to Work Together

Start small, or hand us the whole journey.

Every engagement is scoped to where you are today—whether you're still in spreadsheets or already mid-implementation.

Start Here

Pricing Tech Diagnostic

A short, fixed-scope assessment of your current pricing process and systems.

  • Spreadsheet & process inventory
  • Margin leakage and risk hotspots
  • Build-vs-buy direction
  • Prioritized roadmap & budget range
Book a Diagnostic
Most Complete

Full Transformation

All seven phases, from blueprint through go-live, with one accountable lead.

  • Blueprint & vendor selection
  • Build oversight & UAT ownership
  • ERP integration & downstream data feeds
  • Cutover planning
  • Hypercare & adoption tracking
Discuss a Transformation
Targeted

Phase-Specific Support

Expert help exactly where your project needs it—including rescues.

  • Independent vendor selection
  • UAT leadership or recovery
  • ERP integration design review
  • Price data feeds & repository design
  • Business-side PMO alongside your SI
Get Targeted Help
Blane Wortham, Founder and Principal of ATW Cloud
Blane Wortham
Founder & Principal
$550M+
Annual revenue impact from a price scenario planner he built
4,400
Analyst hours saved each year by moving pricing off manual grids
1,000+
Stakeholders aligned on new pricing tools and processes

Pricing operators first. Technologists second.

ATW Cloud was founded by Blane Wortham, a commercial finance and pricing leader with 10+ years inside a multi-billion-dollar national distributor. He has owned P&Ls up to $400M and led pricing across a $26B portfolio, always from the business side of the table, never the vendor side.

  • Pricing strategy & scenario planning that moves teams off manual spreadsheets
  • ERP pricing integration, including SAP S/4HANA and Settlement Management
  • AI-driven pricing automation that turns days of work into minutes
  • Change management that gets new tools adopted, not just installed

B.A., Economics & Business Administration, Austin College

That means we know which spreadsheet logic is load-bearing, which approval steps actually matter, and what "done" looks like to the pricing analyst who has to use the system on Monday morning. We bring enterprise-grade pricing and ERP discipline to growing distributors, without Big 4 overhead, junior staffing, or a software quota to hit.

FAQ

Common questions.

Our Excel pricing models work. Why change?

The models usually aren't the problem—the handoffs are. Every time a price moves from a spreadsheet into the ERP by hand, you add keying errors, lag, and lost audit trail. We keep the logic your team trusts and remove the manual re-entry.

Should we buy a pricing platform or build something custom?

It depends on your pricing complexity, ERP, budget, and internal IT capacity. We run a structured build-vs-buy evaluation across enterprise pricing platforms, ERP-native pricing, and custom builds, and recommend the option that fits—we don't resell software.

Which ERPs do you work with?

Our deepest experience is SAP, including S/4HANA pricing condition records and Settlement Management. For other ERPs we design the integration through standard interfaces and work alongside your IT team or systems integrator.

Can you get our pricing into e-commerce, EDI, and reporting systems too?

Yes—that's a dedicated phase of our roadmap. We design how current, future-dated, and historical pricing flows from your pricing system and ERP to e-commerce and B2B portals, customer EDI price catalogs, sales apps, BI tools, and data repositories used for analytics and AI, with clear ownership and reconciliation.

How long does a pricing technology transformation take?

A diagnostic takes a few weeks. Vendor selection commonly runs two to three months. Full implementation typically runs several months to a year depending on scope, number of pricing programs, and integration complexity.

Can you step into a project that's already underway?

Yes. We frequently join mid-stream to rescue stalled UAT, untangle integration issues, or give the business side an independent voice alongside the implementation partner.

Start With a Diagnostic

Ready to retire the spreadsheets?

Tell us how pricing works today. We'll show you where the manual risk sits, what a system would cost, and the fastest path from Excel to your ERP.

Book a Pricing Tech Diagnostic →