cpq for the valve industry

May 12, 2014

Configurator SolutionsSuite 105, 501 Silverside Road Wilmington, DE 19809, USA

Office 205 Shoppers Orbit Vishrantwadi, Alandi Road Pune 411015, India

PRECISE VALVE

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

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


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.


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


Guided Selection – Through Alternative Option

Comparison of multiple service conditions


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


Desuperheaters – Sizing & Selection

• Sizing for multi – nozzel &

venturi type

• Calculates quantity of water

to be sprayed into steam line

to achieve desired

temperature


Desuperheaters – Sizing & Selection

• Supporting desuperheater &

control valve together

• Generates spec sheet,

analysis sheet, drawing,

factory notes / QA plans &

pricing


Selection Of The Accessories

Eases selection of

• Positioners

• Solenoid valves

• Limit switches

• Lockup valves

• Volume tank & booster

• Air sets

• Tubing & fittings

• Pressure controllers


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


Level sinzing & selection Regulator sizing &

selction

Regulator, Levels Sizing & Selection


• 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


Quotation Management

Generate quick & content – rich

proposal packageEnforce 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


• Qutote submission management

• File upload status

• All quote status

• Web interface to update status & other information

• Dashboards – reports

Quotation Tracking & Reporting


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


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


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


Multiplying The Benefits

Through Systems

Integration

PRECISEVALUE

CRM

ERP

After marke

t

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


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


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


Product Data Definition

• 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

Complete product information defined

in a scalable & easily-maintainable

manner


Rules Engine – Dependency Matrix

Control panel to define

hierarchy & dependency

among attributes


• 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

Custome

r

Sales Engineeri

ng

Management Operations

$

BENEFITS


Our Client

s

Thank you Delaware, USA I Pune, India

+1 (302) 409-0825 I +91-20-4075-

7600

[email protected]

Configurator Solutions, Inc.

cpq for the valve industry

Software

control value sizing

selection quotationregulator

selection quotationselection

selection quotationsizing

controlvalue sizing

e control value

desuperheater control

invalid material options