Configurator Solutions

BUSINESS CHALLENGES faced by the valve industry, SOLUTIONS OFFERED through SSCPQ applications

Lack of standardization across factory processes

Lack of standardization across sales processes

Detailed drawing requirements

• Extensive fluid library with detailed thermodynamic properties including hydrocarbon mixtures

• Approximation methods for deriving properties where needed

• Calculations & validations for multiple service conditions

• Detailed ITP Management

• Supports ISA,IEC,VDMA standards

• Provision for ASME, EMC, ATEX, PED, IBR, HPG, GOST, CCC Standards

• Sizing reports, specification details, order code & BoM generation

• ISA & proprietary spec-sheets

• Standardized proposal package across channels

• Terms & conditions templates

• Ranking and Defaults for attributes

• Facility based / facility-independent product selection

• Generation of type-II drawings

• Integration with CAD for parameterized models

• Integration with PLM

Varying degrees of insight into customers' process

BUSINESS CHALLENGE

SOLUTIONS THROUGH

SSCPQ APPLICATIONS

BUSINESS CHALLENGES faced by the valve industry, SOLUTIONS OFFERED through SSCPQ applications

Challenges in up-selling

Large projects involving few hundred line items

Frequent revisions during quotation process

• Opportunity tracking & relevant work-flows ensure faster turnaround

• Guided selection philosophy reduces time in sizing & selection

• Integration with Sales approval process

• Better presentation of alternate solutions with comparison of noise, flow curves, trim, price

• Reliability and controllability index evaluation

• Quick delivery initiatives support through lead-time visibility

• Export, import, sharing for collaborative work processes

• Automated batch sizing / selection / pricing

• Filters, spread sheet view, mass update features to ease updating

• Detailed user / project preferences & defaults

• In tools integration

• Robust Revision Management

• Revision impact report

Faster turn-around for quotations

BUSINESS CHALLENGE

SOLUTIONS THROUGH

SSCPQ APPLICATIONS

BUSINESS CHALLENGES faced by the valve industry, SOLUTIONS OFFERED through SSCPQ applications

SOLUTIONS THROUGH

SSCPQ APPLICATIONS

BUSINESS CHALLENGE

Lack of insight into sales performance

Challenges in sales forecasting

Multiple pricing structures

• Valve template library

• Discount template library

• ITP & Factory Notes library

• Project preferences & defaults

• Easy-to-use dashboards & workflows give management an overview of their sales teams quotation activity

• Sales funnel, dashboards provide actionable intelligence

• Integration with SIOP processes

• Multiple pricing structures across geographies, customers & project types

• Robust validity Management

Need to leverage knowledge base

• Integration with SAP Order Management, Oracle Configurator & Oracle Order Management

Delays in order entry due to re-keying, manual errors, etc.

$ £

BUSINESS CHALLENGES faced by the valve industry, SOLUTIONS OFFERED through SSCPQ applications

SOLUTIONS THROUGH

SSCPQ APPLICATIONS

BUSINESS CHALLENGE

• Standalone and web based solution with easy collaboration/switching between both versions

• Guided sales captures best practices relevant to your product lines effectively making every user an expert user

• Insight into lead times offers support for quick delivery initiatives

• Valid & accurate configurations reduce rework & engineering time

Need to size & select in an untethered / unconnected environment

Scarcity of application engineers

Need for faster delivery

• Ability to manage /deploy different versions of the same application like pricing version, customer version, expert version, etc. with easy management of privileges

Different stakeholders with differing expertise / roles have different needs

• Well documented rules that form the fundamentals of your IP

• 100% ownership of code

IP Protection

CONFIGURATOR SOLUTIONS

Develop sizing, selection, configuration, pricing & quotation (SSCPQ) software

Customer base includes global leaders in the valve field, with more than 8000 registered users worldwide

In providing solutions for the valve industry enables us to take the responsibility of deriving and

documenting your product specific selection rules. We

understand the pressures on your R&D and engineering

authorities and use their time sparingly.

SSCPQ

8000 registered users

Over 17years

of experience

You own 100% of your Intellectual Property for your application. Any proprietary engineering calculations or

algorithms created for you are not used for other clients.

Our team includes valve application engineers

having decades of experience, who have

delivered solutions that go beyond CPQ challenges.

ExperienceTeam Retain your IP

100+ 100%Over 17 years

Over 17 years of experience in delivering valve CPQ

solutions.

We work with manufacturers of valves, steam traps,

pumps, etc.

We understand the pressures on your engineering & sales

teams and use their time sparingly.

CONFIGURATOR SOLUTIONS

3 OF THE TOP 5 VALVE COMPANIES USE OUR SOLUTIONS

Our valve-focused data management tool & rules engine makes complex product & selection rule definition simple.

CalculationsBusiness Intelligence

Guided Selection

ValidationProposal Package

Valve Sizing

SSCPQ

• Detailed insight into sales funnel

• Insight into winning probabilities for different sales people, markets and products

• Helps, improve forecasting, supply chain and inventory planning

• Cover note, T&C• ISA Spec Sheet• Calculation Sheet• Drawing• Flow Curve• Inspection &

Test Plan• Revision Impact

Report

• Flow Equations for Valve Sizing

• Noise considerations-valve Aerodynamic . Hydrodynamic noise prediction method

• Water & Steam Equations

• Extensive fluid library

• Cv-Uncorrected & Corrected

• Flow, P1 &P2• Sizing – Water,

Liquid, Steam, Gas• Two-phase &multi-

phase sizing• Sizing for mixtures• Sizing for multi-stage,

multi-path valves• Actuator sizing

• Predicts• Cavitation• Flashing• Excessive Velocity• Chocked Flow• Excessive Noise• Rated Cv against

Required Cv• Rated Cv against –

Min/Max Controllable Cv

• Eliminates materials that cannot meet design temperature & pressure rating requirements

• Provides warning & recommendations for excessive noise, velocity, cavitation

• Allows comparison of multiple solutions

• Evaluation of maintain-ability & controllability

OVERVIEW OF SSCPQ SOLUTION

IMPLEMENTATION METHODOLOGY

Our proven, disciplined methodology coupled with

experienced domain experts & project managers helps document your products’

application engineering rules to create a strong foundation

of a well-structured knowledge base

Additionally, our ready and well-tested modules of industry-standard equations and algorithms which include sizing flow equations, noise prediction methods, sigma evaluation along with validations for cavitation, flashing, excessive velocity / noise, choke flow etc. facilitate faster and accurate implementation of your CPQ initiatives

ANALYZEOur team pores through your products catalogs, engineering standards &

existing software, analyze the engineering rules necessary in product

section process & documents them in detail

VALIDATE Workshops are

conducted with your team to validate

requirements. Our team’s valve industry

background helps them speak the same

language as your teams

CODE We leverage our library of well-tested sizing algorithms,

selection rules framework, drawing

components & other reusable code

DEPLOY Deploying a mission-critical application to thousands of users across disparate

geographic & operating software can be a

daunting challenge

SUPPORT You own 100% of IP for your application along with well-documented

source code. This allows you to support

your users independently if you

wish

They also discuss sizing methodology practiced by your

engineering team & documentary delta / proprietary deviation

necessary

Prototypes are created to finalize user-interfaces &

application flow. This gives all

stakeholders a clear insight into how the solution i going to

function

Various customizations are necessary as

processes vary from company to company.

We are also very particular about

system documentation. All of this creates an

easy to maintain application

Our team has learnt the intricacies of handling multi-language / multi

pricing structures as well as multiple

editions/ versions of the applications

We have dedicated support teams devoted to making your user’s life easier. Our valve specific product data management tool & rule-

engine allows product managers to maintain selection rules & data

without involving your IT team

IMPLEMENTATION METHODOLOGY

Thank you

Wilmington, DE, USA | Pune, MH, India | Milan, MI, Italy

+1 (302) 319-9983 | +91-20-4075-7600 / 666 | +39 (333) 967-2022

Solutions@ConfiguratorSolutions.com

www.ValveCPQ.com

www.ConfiguratorSolutions.com

Configurator Solutions