At FinEdge, a B2B SaaS company selling financial planning software to mid-market customers, the leadership team needs to decide whether to launch a new usage-based pricing tier before the start of Q4. You built a complex spreadsheet model to compare three launch options: keep the current seat-based pricing, launch a hybrid pricing model, or fully migrate new customers to usage-based pricing.
The project team includes 1 product manager, 1 finance manager, 2 data analysts, 3 engineers, and 1 sales operations lead. The CFO wants a recommendation in 3 weeks so pricing changes can be reflected in sales collateral and billing systems before the annual customer conference.
The CFO wants a financially defensible decision with clear revenue and margin impact. The VP of Sales wants a pricing structure that is easy to explain and unlikely to slow deal cycles. The Head of Product wants pricing that supports long-term expansion revenue, while Engineering is concerned about the effort required to update billing logic and reporting.
You have a 3-week deadline, a budget of $40,000 for analysis support and billing-system scoping, and no additional engineering headcount. The model must use the last 18 months of customer usage and renewal data, account for 4 customer segments, and produce a recommendation before the executive review on June 28. Billing engineering estimates that any pricing-system change will take 6 weeks to implement after approval.