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Valve CPQ challenges & solutions
- 2. 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
- 3. 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
- 4. 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. $ £
- 5. 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
- 6. 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
- 7. 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
- 8. 3 OF THE TOP 5 VALVE COMPANIES USE OUR SOLUTIONS
- 9. Our valve-focused data management tool & rules engine makes complex product & selection rule definition simple. CalculationsBusiness Intelligence Guided SelectionValidationProposal 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
- 10. 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
- 11. ANALYZE Our 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
- 12. 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