A leading financial software provider relied on a complex, spreadsheet-driven process to manage pricing across more than 30 desktop software SKUs.
The pricing team worked across multiple spreadsheets and a flat-file source of truth, often moving through the process non-sequentially. Critical suppression rules were undocumented and lived in individuals' heads, while large customer exceptions were often handled without clearly documented rules.
Without an edit trail, it was difficult to see who changed what or why. Exceptions and unclear handoffs created rework, caused pricing decisions to be revisited, and made an already complex process harder to manage consistently.
Because the existing workflows had never been formally documented, Concord first needed to uncover how the pricing process actually worked. Claude helped accelerate that discovery, mapping existing flows, surfacing undocumented dependencies, and helping the team derive the solution architecture from just four stakeholder interviews.
Instead of relying on a traditional specification, Concord built working demos that gave stakeholders something tangible to react to. This helped move the project from the first Claude-assisted demo to stakeholder approval and active development in approximately 1.5 weeks.
With the approach validated, Concord began rebuilding the underlying pricing process rather than simply putting a new interface over the existing spreadsheets. The new application automates pricing while creating a more traceable process for managing changes and exceptions.
The results include:
Claude's impact extended beyond code generation. By supporting workflow discovery, architecture, and prototyping, Claude helped Concord turn an undocumented legacy process into a working solution stakeholders could quickly understand, validate, and move forward.
Not sure on your next step? We'd love to hear about your business challenges. No pitch. No strings attached.
