Safety Relief Valve sizing, selection & quotation software

Sizing, Selection & Quotation software
for
Safety & Pressure Relief Valves
Configurator Solutions

Industry
Standard sizing
calculations
Guided
Product
Selection
Selection of
accessories
Rules
engine
Systems
Integration
Business
Intelligence
Drawings
Quality &
Test
Plans
Content-rich
proposal package
Overview Of
Functionality
Guided Sales Software For Safety & Pressure Relief Valve Sizing, Selection & Quotation
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Sizing & Selection
Sizing in accordance with
• ASME Code Sec VIII, Div 1
• API 520
• DIN EN ISO 4126 - 1
• AD 2000 Merkblatt A2

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Sizing & Selection

Liquid
Gas / Vapor
Steam
ASME Section VIII (API 520, Part I, 8th Edition)
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Calculations - Liquid, Steam, Gas/Vapor

API 521/ API 520, Part I, 8th Edition
Vessel / tank data
Calculations - Fire
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• Mass Flux from direct Integration (C.2.1)
• Flashing/Non Flashing 2-Phase (C.2.2)
• Sub-cooled / Saturated Liquid (C.2.3)
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Calculations - Two-phase (DIERS method)

ASME Boiler and Pressure Vessel Code, Section I
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Boiler system sizing

Facilitates selection of more than one valve to meet the Capacity Requirements
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Multi-valve sizing

• Each valve model listed for selection is validated for its eligibility against Required Capacity
• Tool tips are provided on each option to help user choose the most appropriate option of the several valid options
• Selection based on:
o Area -
 Gas Required Area (API 520 8th Edition)
 Gas SCFM Required Area (API 520 8th Edition)
 Liquid Required Area: (API 8th edition)
 Steam Required Area (API 8th Edition)
 Two Phase Required Area (API 520 8th Edition)
o Capacity – Above area equations are rearranged to calculate capacity
o Noise - API 521 contains Noise equation for gas in 7.3.4.3
o Reaction Force - API 520 Document Part II
o Outlet Static Pressure - API 520 8th Edition
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Guided selection

Guided Selection –
Through Alternative
Options
Compare alternative
options against
• Performance attributes –
flow / capacity, area
• Price
Compare options
• As configuration
data
Select best-
fit option
against the
most critical
parameter//s
Choose the best fit for purpose valve from a set of valid configurations,
against key performance parameters
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• Bellows
• Balanced Piston
• O-Ring Seat Seal
• Thermoflex Disc
• Dual Filters
• Dual Pilots
• Heat Exchanger
• Backflow Preventer
• Sensing Ring
• Blowdown Valve
• Pilot Discharge
• Weather Shield
• Exposed Spring
• Slotted Bonnet
• Pressure Spike Snubber
• Pilot Lifting Lever
• Studded Inlet
• Pilot Valve Tester
• Regulator and Air Filter
• Heater Assembly
• Cryogenic Disc
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Selection of accessories

Based on product selection, relevant list of parts & Materials of
Construction get populated
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Bill of Materials

Displays drawings with dimensional data & weight information
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Dimensional drawings

ITP library
• User can choose from standard list of Factory Notes or Quality Test Requirements
• Special Quality Test Requirements not available as standard offering can be added
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Quality & Test Plans

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Inspection Test Plans

• Selected configuration priced on Valve Model, Valve Size, Body Material, accessories & ITP
• Multiple price books
• Component-based pricing
• Multi-level discounting
• Multi-currency pricing
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Pricing

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Pricing

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
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Editing a quotation
Quotation Management
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• Quote submission management
• File upload status
• All quote status
• Web interface to update status
& other information
• Dashboards – reports
Quotation Tracking & Reporting
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Technical Summary
Calculation sheet
• Covering Letter
• Commercial Terms & Conditions
• Warranty Information
• Drawings
• Pricing summary
• Spec sheets
• Inspection & test Plans
Cover note
Pricing Summary
Proposal Package
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Data Analytics
• Detailed insight into sales funnel
• Insight into wining probabilities for different sales people, market s &
products
• Help improve forecasting, supply chain & inventory planning
• Reports generated
• Quote won –lost analysis, History Analysis, History Analysis
• Industry Segment Analysis, Probability Forecast
• Inquiry Assignment
• Rep Activity Report
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Support for mobile devices

Sharing or forwarding check-in / check-out of
quotes for online as well as offline
applications using
• web service
• Database-to-database replication
• data synchronization framework
Collaboration
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Collaboration Workflows
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• Library –
o Customer Library
o ITP Library
o Template Library
• Collaboration workflows – quote share, forward, etc.
• Central Repository for quotes
• Regional settings
• Multi-language support for UI & reports
• Preferences - select preferred Unit of Measurement (UOM)
• What-if analysis - allows user to view impact of changes on quote
• Multi-brand – opens opportunities for associated business units
• 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
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Other features

• User & Project level preferences
• Sharing & forwarding of quotes with defined access control & check-in check-out
• Project-level ITP’s
• Project-level accessories
• Attribute-level mass updates with automatic validations
• Revision management with compare & revert
• Management dashboards & workflows
• Price contract support
• Facility to import service conditions
• Integration with Intools
Project management
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Multiplying The Benefits Through
Systems Integration
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CRM
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
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Product Definition Management (PDM)
Product data & rules detached from configurator and maintained separately with controlled publishing
Rules builder
Dependency rules
Database
Rules Product data
Dependency
rules
Exclusion
rules
Inclusion
rules
Rules engine Configurator
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Product Definition
Management
Control panel to define
hierarchy & dependency among
attributes
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Layered Architecture
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Architecture: desktop-based
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Architecture: Web-based
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Architecture: responsive design
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Architecture: support for mobile devices
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• Simplify product selection,
increased satisfaction
• Clearer understanding of
manufacturers’ products
• Better insight into their
own requirements
• Faster turnaround on
enquiries
• More competitively &
accurately priced
proposals, higher
profitability
• Better visibility into
up-/cross-sell
opportunities
• Application engineering
focuses on complex
configurations
• New engineers
productive faster
• Better 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
Customer Sales Engineering Management Operations
$
BENEFI
TS
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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 experienced
valve application engineers having
decades of experience, & deep
understanding of sizing
methodologies including kinetic
energy management.
They know the business needs of
various stakeholders of the SSCPQ
process – sales, application
engineering, costing, order entry,
management.
They understand the pressures on
your engineering & sales teams
and use their time sparingly.
ExperienceTeam Retain your IP
100+ 100%Over 17 years
Over 17 years of experience in
delivering valve CPQ solutions.
We work with manufacturers of
control valves, safety valves, on-off /
isolation valves & steam traps, among
others.
We have provided solutions for steam
traps, multi-stage+multi-path trims
for severe service applications,
pressure reducing desuperheaters,
orifice plates & safety valves.
We understand product
configurations, application rules, QA
codes & BoM structures.

3 of the Top 5 valve companies use our
SSCPQ solutions

Over 8000 users in 57 countries worldwide use valve sizing & selection software from Configurator Solutions, in 9
languages. Products worth USD 980 million are quoted using our application, annually.
User Base

All logos are the property of their respective owners
Clientele

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

Safety Relief Valve sizing, selection & quotation software

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