CPQ for the Valve Industry

May 12, 2014
Configurator Solutions
Office 205 Shoppers Orbit Vishrantwadi,
Alandi Road Pune 411015, India
Suite 105, 501 Silverside Road
Wilmington, DE 19809, USA

PRECISE VALVE
Industry Standard
sizing calculations
Guided Product
Selection
Selection of
accessories
Rules
engine
Systems
Integration
Business
Intelligence
Content rich proposal
Quality &
Test Plans
Drawings
package
Overview Of
Functionality

PRECISE VALVE
Guided Sales Software For Control Value Sizing, Selection & Quotation
Sizing Based On Industry Standards, Supports Proprietary Sizing Methods
Flow Eqautions for Control
valves – ANSI/ISA-75.01.01
(IEC 60534-2-1 Mod) - 2007
Control valve aerodynamic
noise prediction method –
IEC 60534-8-3
Prediction of noise generated
by hydrodynamic flow – IRC
60534-8-4
Water & Steam Equations –
IAPWS 1997
Standard fluid Library
English, Metric & mixed UOM
system
Multiple service conditions
Liquids – vapor pressure,
absolute viscosity & specific
gravity
Gases – Specific Heat Ratio,
Molecular Weight
Compressibilty Factor
Cv/Kv (Uncorrected &
Corrected); Flow, P1 & p2
Water, Liquid, Steam, Gas &
Two Phase
Industry Standards
Complaint
Calculations Features

PRECISE VALVE

PRECISE VALVE
Guided Selection Through Validation
Valve Model
Selection Validated
Other Validation
• Temperature range that the valve can cater to
• Maximum rated Cv of the valve model against required Cv / Uncorrected Cv
• Material match with max rating class for a model, for given design temperature & pressure
• Material selection – Eliminates invalid material options based on temperature & pressure limits
• Rating class – Eliminates invalid rating options based on design temperature, pressure &
material selection
• Packing options – are eliminited based on temperature limits
• Trim – invalid trim options are filtered
Data validations at each step ensure that the most appropriate model, parts & material are selected

PRECISE VALVE
Guided Sales Software For Control
Value Sizing, Selection & Quotation
Warning
• Cavitation
• Flashing
• Excessive velocity
• Choked flow at 100% valve
opening
• Excessive noise
• Rated CV Vis-avis minimum
controllable Cv
• Back pressure for flashing
Warning & associated & recommendation guide user to
the most technically correct product configuration.

PRECISE VALVE
Guided Selection –
Through Alternative Option
Compare alternative options
against
• Single service conditions
• Multiple service conditions
• Construction attributes
• Performance attributes-flow
characteristics, travel
%, rated CV, predicted
noise,
• Price
Compare options
• Graphically, for
flow curves plotted
against service
conditions
• As configuration
data
Select best-fir
option against
the most
critical
parameter//s
Choose the best fit for purpose valve from a set of valid configurations,
against key performance parameters

PRECISE VALVE
Guided Selection – Through Alternative Option
Comparison of multiple service conditions

PRECISE VALVE
Guided Sales Software For Control Value Sizing,
Selection & Quotation
Actuator Sizing & Selection
• Actuator stroke requirement
• Auto-selection of actuator model (defaulting to
the most economical option)
• Automatic selection of accessories based on
stroke & travel time
• Calculations for thrust & torque – Seat Load Force
& unbalanced force for main & pilot valve

PRECISE VALVE
Desuperheaters –
Sizing & Selection
• Sizing for multi – nozzel &
venturi type
• Calculates quantity of water
to be sprayed into steam line
to achieve desired
temperature

PRECISE VALVE
Desuperheaters –
Sizing & Selection
• Supporting desuperheater &
control valve together
• Generates spec sheet,
analysis sheet, drawing,
factory notes / QA plans &
pricing

PRECISE VALVE
Selection Of The Accessories
Eases selection of
• Positioners
• Solenoid valves
• Limit switches
• Lockup valves
• Volume tank & booster
• Air sets
• Tubing & fittings
• Pressure controllers

PRECISE VALVE
Orifice Plate /
Restrictor Sizing
• Restrictor sizing performed in
conjunction with valve
• Automatic selection of
orifice plate
• Automatic selection of the
number of plates required
• Noise calculation as a system
i.e Control Value + Orifice
plate

PRECISE VALVE
Regulator, Levels Sizing & Selection
Level sinzing & selection Regulator sizing & selction

PRECISE VALVE
• ISA specification sheet
• Analysis/ calculation sheet
• Dimensional drawing
• Flow Characteristic Curve
• Inspection & test plan
• Revision Impact Report
• Covering note, terms & Conditions
• Line item pricing
• ITP Summary
Proposal Package
Dimensional Drawing Flow Curve ISA Spec Sheet Factory Notes

PRECISE VALVE
Quotation Management
Generate quick & content – rich
proposal package
Enforce company pricing policy, ensure
competitive quotes
Implement “Quote through Order”
via integration with company’s ERP
system Attribute-Based pricing
Hierarchical discounting policy – quote-level,
line-item level, component level
Multiple pricing book for different
countries / regions
Recommended
spares

PRECISE VALVE
Quotation Tracking & Reporting
• Qutote submission management
• File upload status
• All quote status
• Web interface to update status
& other information
• Dashboards – reports

PRECISE VALVE
Actionable Business Intelligence
• Detailed insight into sales funnel
• Insight into wining probabilities for different sales people, markt s & products
• Help improve forecasting, supply chain & inventory planing
• Reports generated
• Qutoe won –lost analysis, History Analysis, History Analysis ins.
• Industry Segment Analysis, Probability Forecast
• Inquiry Assignment
• Rep Activity Report

Applying The Filter
Defining The Filter
Mass Change
Overlay Template
PRECISE VALVE
Key Features For Large Projects
• Mass change – allow configuration revision, validation &
price auto-calculation for multiple line items
• Template overlay – facilitates application of one or more
configuration sections from a template to one/ one
selected line items
• Filters-line items based on specified
attribute criteria, for revisions &
discounting
• Spreadsheet view,
what – if analysis

PRECISE VALVE
Other Feature
• Visual Indicators for line item status & configuration – Validity, factory review
• Configuration revision, validation & price auto-calculation for multiple line items
• What – if analysis – allows user to view impact of changes on quote
• Multi-product – Easily bid on large projects where various products from various
brands could be integrated
• Multi-pricing support – price books for different regions
• Excel, PDF extracts

PRECISE VALVE
Multiplying The Benefits
Through Systems Integration
CRM
PRECISE
VALUE
ERP
After
market
CAD
• Customer &
quote history
• Costing information
• Quote to order
• Configuration attributes'
• Recommended spares
• GA drawings
• Solid models
Protect existing investments in technology,
reduce manual intervention & enable seamless flow of information

PRECISE VALVE
Product data & rules detached from configurator and maintained
separately with controlled publishing
Rules builder
Dependency rules
Database
Rules Product data
Inclusion
rules
Dependency
rules
Exclusion
rules
Rules engine Configurator

PRECISE VALVE
Gui-driven Rule Building, No
Programming Skilled Required
• Rules built in intuitive
manner, reflect how
knowledge is managed
by application experts
• Dynamically built user
interface
• Rules tester

PRECISE VALVE
Product Data Definition
Complete product information defined in a
scalable & easily-maintainable manner
• Add a new brand / product type
• Add a new product line
• Add new models / series
• Associate a series with product line
• Add attributes such as body, bonnet, seat, trim,
cage, etc.
• Add values for attributes with series / product
• Define model and include attributes

PRECISE VALVE
Rules Engine –
Dependency Matrix
Control panel to define
hierarchy & dependency
among attributes

PRECISE VALVE
Customer Sales Engineering Management Operations
• Simplify product
selection, increased
satisfaction
• Clearer understanding
of manufacture’s
products
• Better insight into their
own requirements
• Faster turnaround
on enquiries
• More competitively
& accurately
priced proposals,
higher profitabilityy
• Better visibility into
up-/cross-sell
opportunities
• Application
engineering focuses
on complex
configurations
• New engineers
productive faster
• Cetter control over
engineering data
maintenance
• Improved margin
control, more
competitive pricing
• Clear insight into
sales pipeline
• Faster product
launches, quicker
revenue realization
• Smoother & on-time
manufacturing
• Minimized order
processing time
• Reduced cost of
rework
$
BENEFITS

PRECISE VALVE
Our
Clients

Configurator Solutions, Inc.
Thank you Delaware, USA I Pune, India
+1 (302) 409-0825 I +91-20-4075-7600
Solution@Configuratorsoluitons.com

CPQ for the Valve Industry

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