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CPQ for Control Valves
ValveCPQ
www.configuratorsolutions.com
sales@configuratorsolutions.com
www.valvecpq.com
Business Proposal
Valves, Actuator &
Accessories selection
Pricing &
Alliance Pricing
System
Integration
Business
Intelligence
Drawings
Quality &
Test Plans
Overview Of
Functionality
Quote to Order
Valve Sizing
Editions
 Standalone
 LAN
 Web
Business Process Map
CPQ Modules
 Inquiry
 Quotation(Project)Management
 ControlValve Sizing
 Actuator&AccessoriesSizing/Selection
 PricingManagement
 GADrawing
 Inspection&Test Plan(ITP)
 Proposal Generator
 ProductDataModeling(PDM)andRule Engine
 Bills ofMaterial (BOM)Management
 ERP&CRMIntegration(Quote-to-Order)
Valve Sizing
 SupportEnglish&MetricUOMSystems
 PerformscalculationforCv,Flow,P1&P2
 CalculateCvUncorrected&Corrected
 SizingWater,Liquid,Steam,Gas&TwoPhase
 NISTfluidlibrary
 Provisionfor10ServiceConditions
 Noise,Velocitycalculations
 Cavitation,Flashing,Chokedflowchecks
 Calculationsforsevere servicevalves/special
trims
 Travel%
GUIDED SELECTION THROUGH VALIDATION
Valve Model
Selection
 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 eliminated 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
Valve Model
Selection
Configuration
GUIDED SELECTION THROUGH VALIDATION
Valve Model
Selection
 Supports Pressure & Temperature Interpolation Rules
 Attribute Dependency Rules within Single Product
 Inter Product Dependent Rules
 Spec Out Rules  Values of One or More Attribute are Set on Selection of
a particular Attribute Value.
 Auto Sizing  Most Appropriate Valve is Sized based on Process
Data, Sizing Constraints & Model Selected
 Auto Completion  Non-Selected Attribute Values are Auto Filled
Based on the Current Selections & Evaluating Rules & Setting
First Valid Value.
Data validations at each step ensure that the most appropriate model, parts & material
are selected
Rules
Configuration
Actuator Sizing &
Selection
 ActuatorSizingandSelectionLinear/Rotary
(Pneumatic,Hydraulic,Electrical,Electro-pneumatic,
GasoverOil)
 Calculationsforthrust&torqueSeatLoadForce&
unbalancedforceformain&pilotvalve
 Actuatorstroketimerequirement
 Auto-selectionofactuatormodel(tothemost
economicaloption)defaulting
 Automaticselectionofaccessoriesbasedonstroke&
traveltime
Selection of Accessories
Eases selection of
 Positioners
 Solenoid valves
 Limit switches
 Lockup valves
 Volume tank & booster
 Air sets
 Tubing & fittings
 Pressure controllers
 Cavitation
 Flashing
 Excessivevelocity
 Chokedflowat100%valveopening
 Excessivenoise
 RatedCVVS.minimumcontrollableCv
 Backpressureforflashing
Warning & associated recommendations guide user to the most technically correct
product configuration
Warnings &
Recommendations
 MultiCurrency&MultiLocationprice
 RateContracts
 Cost-plusPricing
 AttributebasedPricingDefinition.
 Component-basedPricing
 Commissions
 DiscountsApprovals
Pricing & Alliance
This will provide an overall skeleton for the
application. Integrated user interface, basic
operations such as line item add, edit,
delete, etc. will be provided in the basic
framework. This will contain the navigation
option to various functionalities provided in
the application.
 Line Item Management  New, Copy,
Delete, Revision
 User Defaults or Preferences
 Imperial and metric unit systems
 Unit conversions
 Export one or more line items from a
project/quote
 Import one or more line items from a file
Framework
Inspection & Test Plan (ITP)
Regulation & Design Standard
 Standard
 European Directives
 Japanese Regulation
 Indian Regulation
 Russian Regulation
 German Regulation
Material Testing & Certification
 "Pressure containing parts
 "Pressure containing parts
 "Wetted Parts
 Other
Finished Component
 NDT/Inspection
 NDT/Inspection
 Final inspection
Cleaning
 Standard
 Oxygen Service - Body S/A
 Oxygen Service  Actuator
 Cryogenic service
 Chlorine Service
 Hydrogen Service
Other
 Painting
 Packing &
Forwarding
 Certification
 Quote Revision
management
 All quote status
 Quote Copy, Share &
Forward
 Advance Search
 Line Level Revision
 Dashboards  reports
Quotation Management & Reporting
PDM
GUI-driven Rule Building, No
Programming Skill Required
 Rules built in intuitive manner, reflect
how knowledge is managed by
application experts
 Dynamically built user interface
 Rules tester
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
 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
Web Based Version-Sizing & Selection
Web Based Version  Noise Detailed Information
Web Based Version  Flow Curve
Customer Sales Engineering Management Operations
BENEFI
TS
 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
All logos are the property of their respective owners
Clientele
All logos are the property of their respective owners
Clientele
Over 8000 users in 57 countries worldwide use valve sizing & selection software from Configurator Solutions,
in 9 languages.
Wilmington, DE, USA | Pune, MH, India
+1 (832) 548-5758 | +91-20-4075-7600 / 666
Solutions@ConfiguratorSolutions.com
sales@configuratorsolutions.com
Configurator
Solutions
www.ConfiguratorSolutions.com
Thank you

More Related Content

CPQ for Control Valves_Ver_250831_1.ppsx

  • 1. CPQ for Control Valves ValveCPQ www.configuratorsolutions.com sales@configuratorsolutions.com www.valvecpq.com
  • 2. Business Proposal Valves, Actuator & Accessories selection Pricing & Alliance Pricing System Integration Business Intelligence Drawings Quality & Test Plans Overview Of Functionality Quote to Order Valve Sizing Editions Standalone LAN Web
  • 4. CPQ Modules Inquiry Quotation(Project)Management ControlValve Sizing Actuator&AccessoriesSizing/Selection PricingManagement GADrawing Inspection&Test Plan(ITP) Proposal Generator ProductDataModeling(PDM)andRule Engine Bills ofMaterial (BOM)Management ERP&CRMIntegration(Quote-to-Order)
  • 5. Valve Sizing SupportEnglish&MetricUOMSystems PerformscalculationforCv,Flow,P1&P2 CalculateCvUncorrected&Corrected SizingWater,Liquid,Steam,Gas&TwoPhase NISTfluidlibrary Provisionfor10ServiceConditions Noise,Velocitycalculations Cavitation,Flashing,Chokedflowchecks Calculationsforsevere servicevalves/special trims Travel%
  • 6. GUIDED SELECTION THROUGH VALIDATION Valve Model Selection 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 eliminated 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 Valve Model Selection Configuration
  • 7. GUIDED SELECTION THROUGH VALIDATION Valve Model Selection Supports Pressure & Temperature Interpolation Rules Attribute Dependency Rules within Single Product Inter Product Dependent Rules Spec Out Rules Values of One or More Attribute are Set on Selection of a particular Attribute Value. Auto Sizing Most Appropriate Valve is Sized based on Process Data, Sizing Constraints & Model Selected Auto Completion Non-Selected Attribute Values are Auto Filled Based on the Current Selections & Evaluating Rules & Setting First Valid Value. Data validations at each step ensure that the most appropriate model, parts & material are selected Rules Configuration
  • 8. Actuator Sizing & Selection ActuatorSizingandSelectionLinear/Rotary (Pneumatic,Hydraulic,Electrical,Electro-pneumatic, GasoverOil) Calculationsforthrust&torqueSeatLoadForce& unbalancedforceformain&pilotvalve Actuatorstroketimerequirement Auto-selectionofactuatormodel(tothemost economicaloption)defaulting Automaticselectionofaccessoriesbasedonstroke& traveltime
  • 9. Selection of Accessories Eases selection of Positioners Solenoid valves Limit switches Lockup valves Volume tank & booster Air sets Tubing & fittings Pressure controllers
  • 10. Cavitation Flashing Excessivevelocity Chokedflowat100%valveopening Excessivenoise RatedCVVS.minimumcontrollableCv Backpressureforflashing Warning & associated recommendations guide user to the most technically correct product configuration Warnings & Recommendations
  • 11. MultiCurrency&MultiLocationprice RateContracts Cost-plusPricing AttributebasedPricingDefinition. Component-basedPricing Commissions DiscountsApprovals Pricing & Alliance
  • 12. This will provide an overall skeleton for the application. Integrated user interface, basic operations such as line item add, edit, delete, etc. will be provided in the basic framework. This will contain the navigation option to various functionalities provided in the application. Line Item Management New, Copy, Delete, Revision User Defaults or Preferences Imperial and metric unit systems Unit conversions Export one or more line items from a project/quote Import one or more line items from a file Framework
  • 13. Inspection & Test Plan (ITP) Regulation & Design Standard Standard European Directives Japanese Regulation Indian Regulation Russian Regulation German Regulation Material Testing & Certification "Pressure containing parts "Pressure containing parts "Wetted Parts Other Finished Component NDT/Inspection NDT/Inspection Final inspection Cleaning Standard Oxygen Service - Body S/A Oxygen Service Actuator Cryogenic service Chlorine Service Hydrogen Service Other Painting Packing & Forwarding Certification
  • 14. Quote Revision management All quote status Quote Copy, Share & Forward Advance Search Line Level Revision Dashboards reports Quotation Management & Reporting
  • 15. PDM GUI-driven Rule Building, No Programming Skill Required Rules built in intuitive manner, reflect how knowledge is managed by application experts Dynamically built user interface Rules tester 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
  • 16. 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
  • 18. Web Based Version Noise Detailed Information
  • 19. Web Based Version Flow Curve
  • 20. Customer Sales Engineering Management Operations BENEFI TS 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
  • 21. All logos are the property of their respective owners Clientele
  • 22. All logos are the property of their respective owners Clientele
  • 23. Over 8000 users in 57 countries worldwide use valve sizing & selection software from Configurator Solutions, in 9 languages. Wilmington, DE, USA | Pune, MH, India +1 (832) 548-5758 | +91-20-4075-7600 / 666 Solutions@ConfiguratorSolutions.com sales@configuratorsolutions.com Configurator Solutions www.ConfiguratorSolutions.com Thank you