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CPQ for Isolation Valves_Ver_250831_1.ppsx

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Sanjeev Nadkarni

The document describes a configuration, pricing, and quoting (CPQ) system for isolation valves that includes modules for product selection, pricing management, drawings, quality plans, proposal generation, bill of materials management, and integration with CRM and ERP systems. The key features of the CPQ system are simplified and automated product selection, pricing, proposal generation, management of engineering data and bills of materials, and integration with other business systems. The solution is used by leading valve brands worldwide.

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CPQ for Isolation Valves ValveCPQ www.valvecpq.com www.configuratorsolutions.com sales@configuratorsolutions.com
Business Proposal Valves, Actuator & Accessories selection BOM, Costing and Pricing System Integration Business Intelligence Drawings Quality & Test Plans Overview Of Functionality Quote to Order
Box
Inquiry Quotation(Project)Management ProductSelector PricingManagement Drawing(GA) ITP(QA) ProposalGenerator ProductDataModeling(PDM)andRuleEngine BillsofMaterial(BOM)Management CRMIntegration(Opportunity-to-Quotation) ERPIntegration (Quote-to-Order) CPQ Modules
Simplify and speed up the Product Selection process Get the pricing with selection of minimal attributes and automated workflows Import large projects into configurator from Excel instead of entering line items one by one Manage amendments and generate high in quality & consistent Proposals Manage product updates and BOMs by Engineering/Sales rather than IT Automate Order creation by ERP integration Integrate with CRM system to convert Opportunity to Quotation CPQ Features Workflows Request and Receipt of Cost Price Receipt of Order Customer Creation BOM creation Discount Approval Rate Contract Approval User approvals QuoteReports Quotes ON -TIME (%) Quoted Value Details Quotes Lead Time per valve Quote Analysis % Of Won Quotes Lost Quote Analysis Quote Industry Segment ProjectLevelITP,Accessories Quotation sharing QualityPlans/FactoryNote CustomerspecificTemplates Inquiry Import toExcel DefaultValuesandRules Multi-language Multi-Currency Revision ManagementandCompareRevision Modeling(PDM)andRuleEngine BillsofMaterial (BOM)Management ERPIntegration (Quote-to-Order) CRMIntegration
Pricingbased oncostofmaterial,weight,machiningandother costcentres Apply Loadingfactorsto arriveatlandingcost Apply Margins based onproduct and otherparameters Pricing List & Cost Based
BOM DefineProducts/Attributes/Values DefineComponentsandSelectionConditions DefineSuperBOMand Routing CreateMissing componentsinBOM GenerateSaleOrderBOMbased onthe selection
ImportlargeprojectfromExcel ValidateExcelforData FireRulesandHighlightInvalid data Editmultiplelineitemsatatime Excel Import
PricingApproval QuotationApproval BOM/ComponentApproval UserApproval Work Flows
Quotation Dashboard
Product Selection Define product selection tabs and data elements Apply default values Apply Templates Import from Excel Add Custom values Copy from other line items Selection based on Material Code
PDM ManageEngineeringandPricingData DefineProduct, Characteristics/Values Definerules(inclusion,exclusion,default,ranking) DefineComponentsforBOM Add NewProductLine,Models Definecodification DefineAttribute/Component basedListprice Attach Images Defineattribute dependencyrules DefineInclusion/ExclusionRules Verifyruleswith RuleTester Compilertotestinconsistenciesindata andrules Attribute/Value/Rule obsolescence(date coded)
PDM Features Graphical Tool No SQL/Programming Knowledge Needed Multiple Data Types Supported Text, Boolean, Numeric Values Units of Measurement Support Dependency Rules Attribute Value Ranking Defaults and Ordering Codes Multi-level logical operators (AND/OR) Defining Inclusion and Exclusion
Architecture Cloud OnPremise
Customer Sales Engineering Management Operations BENEFITS Simplifyproduct selection, increased satisfaction Clearer understanding of manufacturers products Better insightinto their own requirements Fasterturnaround on enquiries More competitively & accurately priced proposals, higher profitability Better visibilityinto up- /cross-sell opportunities Application engineering focuseson complex configurations New engineers productive faster Better control over engineering data maintenance Improved margin control, more competitive pricing Clear insight into sales pipeline Fasterproduct launches, quicker revenue realization Smoother &on time manufacturing Minimized order processing time Reduced cost of rework
The leading Valve brands in On/Off Segment use our CPQ solutions
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. Box Wilmington, DE, USA | Pune, MH, India +1 (832) 548-5758 | +91-20-4075-7600 / 666 solutions@ConfiguratorSolutions.com sales@configuratorsolutions.com www.valvecpq.com Configurator Solutions www.configuratorsolutions.com Thank you

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CPQ for Isolation Valves_Ver_250831_1.ppsx

  • 1. CPQ for Isolation Valves ValveCPQ www.valvecpq.com www.configuratorsolutions.com sales@configuratorsolutions.com
  • 2. Business Proposal Valves, Actuator & Accessories selection BOM, Costing and Pricing System Integration Business Intelligence Drawings Quality & Test Plans Overview Of Functionality Quote to Order
  • 3. Box
  • 4. Inquiry Quotation(Project)Management ProductSelector PricingManagement Drawing(GA) ITP(QA) ProposalGenerator ProductDataModeling(PDM)andRuleEngine BillsofMaterial(BOM)Management CRMIntegration(Opportunity-to-Quotation) ERPIntegration (Quote-to-Order) CPQ Modules
  • 5. Simplify and speed up the Product Selection process Get the pricing with selection of minimal attributes and automated workflows Import large projects into configurator from Excel instead of entering line items one by one Manage amendments and generate high in quality & consistent Proposals Manage product updates and BOMs by Engineering/Sales rather than IT Automate Order creation by ERP integration Integrate with CRM system to convert Opportunity to Quotation CPQ Features Workflows Request and Receipt of Cost Price Receipt of Order Customer Creation BOM creation Discount Approval Rate Contract Approval User approvals QuoteReports Quotes ON -TIME (%) Quoted Value Details Quotes Lead Time per valve Quote Analysis % Of Won Quotes Lost Quote Analysis Quote Industry Segment ProjectLevelITP,Accessories Quotation sharing QualityPlans/FactoryNote CustomerspecificTemplates Inquiry Import toExcel DefaultValuesandRules Multi-language Multi-Currency Revision ManagementandCompareRevision Modeling(PDM)andRuleEngine BillsofMaterial (BOM)Management ERPIntegration (Quote-to-Order) CRMIntegration
  • 6. Pricingbased oncostofmaterial,weight,machiningandother costcentres Apply Loadingfactorsto arriveatlandingcost Apply Margins based onproduct and otherparameters Pricing List & Cost Based
  • 7. BOM DefineProducts/Attributes/Values DefineComponentsandSelectionConditions DefineSuperBOMand Routing CreateMissing componentsinBOM GenerateSaleOrderBOMbased onthe selection
  • 8. ImportlargeprojectfromExcel ValidateExcelforData FireRulesandHighlightInvalid data Editmultiplelineitemsatatime Excel Import
  • 9. PricingApproval QuotationApproval BOM/ComponentApproval UserApproval Work Flows
  • 11. Product Selection Define product selection tabs and data elements Apply default values Apply Templates Import from Excel Add Custom values Copy from other line items Selection based on Material Code
  • 12. PDM ManageEngineeringandPricingData DefineProduct, Characteristics/Values Definerules(inclusion,exclusion,default,ranking) DefineComponentsforBOM Add NewProductLine,Models Definecodification DefineAttribute/Component basedListprice Attach Images Defineattribute dependencyrules DefineInclusion/ExclusionRules Verifyruleswith RuleTester Compilertotestinconsistenciesindata andrules Attribute/Value/Rule obsolescence(date coded)
  • 13. PDM Features Graphical Tool No SQL/Programming Knowledge Needed Multiple Data Types Supported Text, Boolean, Numeric Values Units of Measurement Support Dependency Rules Attribute Value Ranking Defaults and Ordering Codes Multi-level logical operators (AND/OR) Defining Inclusion and Exclusion
  • 15. Customer Sales Engineering Management Operations BENEFITS Simplifyproduct selection, increased satisfaction Clearer understanding of manufacturers products Better insightinto their own requirements Fasterturnaround on enquiries More competitively & accurately priced proposals, higher profitability Better visibilityinto up- /cross-sell opportunities Application engineering focuseson complex configurations New engineers productive faster Better control over engineering data maintenance Improved margin control, more competitive pricing Clear insight into sales pipeline Fasterproduct launches, quicker revenue realization Smoother &on time manufacturing Minimized order processing time Reduced cost of rework
  • 16. The leading Valve brands in On/Off Segment use our CPQ solutions
  • 17. All logos are the property of their respective owners Clientele
  • 18. All logos are the property of their respective owners Clientele
  • 19. Over 8000 users in 57 countries worldwide use valve sizing & selection software from Configurator Solutions, in 9 languages. Box Wilmington, DE, USA | Pune, MH, India +1 (832) 548-5758 | +91-20-4075-7600 / 666 solutions@ConfiguratorSolutions.com sales@configuratorsolutions.com www.valvecpq.com Configurator Solutions www.configuratorsolutions.com Thank you