Download - CPQ for the Valve Industry
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May 12, 2014
Configurator SolutionsSuite 105, 501 Silverside Road Wilmington, DE 19809, USA
Office 205 Shoppers Orbit Vishrantwadi, Alandi Road Pune 411015, India
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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
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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
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PRECISE VALVE Guided Sales Software For Control Value Sizing, Selection & Quotation
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PRECISE VALVE Guided Sales Software For Control Value Sizing, Selection & Quotation
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
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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.
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PRECISE VALVE Guided Sales Software For Control Value Sizing, Selection & Quotation
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
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PRECISE VALVE Guided Sales Software For Control Value Sizing, Selection & Quotation
Guided Selection – Through Alternative Option
Comparison of multiple service conditions
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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
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PRECISE VALVE Guided Sales Software For Control Value Sizing, Selection & Quotation
Desuperheaters – Sizing & Selection
• Sizing for multi – nozzel &
venturi type
• Calculates quantity of water
to be sprayed into steam line
to achieve desired
temperature
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PRECISE VALVE Guided Sales Software For Control Value Sizing, Selection & Quotation
Desuperheaters – Sizing & Selection
• Supporting desuperheater &
control valve together
• Generates spec sheet,
analysis sheet, drawing,
factory notes / QA plans &
pricing
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PRECISE VALVE Guided Sales Software For Control Value Sizing, Selection & Quotation
Selection Of The Accessories
Eases selection of
• Positioners
• Solenoid valves
• Limit switches
• Lockup valves
• Volume tank & booster
• Air sets
• Tubing & fittings
• Pressure controllers
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PRECISE VALVE Guided Sales Software For Control Value Sizing, Selection & Quotation
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
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PRECISE VALVE Guided Sales Software For Control Value Sizing, Selection & Quotation
Level sinzing & selection Regulator sizing &
selction
Regulator, Levels Sizing & Selection
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PRECISE VALVE Guided Sales Software For Control Value Sizing, Selection & Quotation
• 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
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PRECISE VALVE Guided Sales Software For Control Value Sizing, Selection & Quotation
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
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PRECISE VALVE Guided Sales Software For Control Value Sizing, Selection & Quotation
• Qutote submission management
• File upload status
• All quote status
• Web interface to update status & other information
• Dashboards – reports
Quotation Tracking & Reporting
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PRECISE VALVE Guided Sales Software For Control Value Sizing, Selection & Quotation
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
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Applying The Filter
Defining The Filter
Mass Change
Overlay Template
PRECISE VALVE Guided Sales Software For Control Value Sizing, Selection & Quotation
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
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PRECISE VALVE Guided Sales Software For Control Value Sizing, Selection & Quotation
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
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PRECISE VALVE Guided Sales Software For Control Value Sizing, Selection & Quotation
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
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PRECISE VALVE Guided Sales Software For Control Value Sizing, Selection & Quotation
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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PRECISE VALVE Guided Sales Software For Control Value Sizing, Selection & Quotation
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
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PRECISE VALVE Guided Sales Software For Control Value Sizing, Selection & Quotation
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
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PRECISE VALVE Guided Sales Software For Control Value Sizing, Selection & Quotation
Rules Engine – Dependency Matrix
Control panel to define
hierarchy & dependency
among attributes
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PRECISE VALVE Guided Sales Software For Control Value Sizing, Selection & Quotation
• 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
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PRECISE VALVE Guided Sales Software For Control Value Sizing, Selection & Quotation
Our Client
s
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Thank you Delaware, USA I Pune, India
+1 (302) 409-0825 I +91-20-4075-
7600
Configurator Solutions, Inc.