why generic configurators dont work in the valve industry
TRANSCRIPT
May 19
2014
Configurator
Solutions Suite 105, 501 Silverside Road
Wilmington, DE 19809, USA
Office 205 Shopper’s Orbit Vishrantwadi,
Alandi Road Pune 411015, India
3 OF THE TOP 5 CONTROL VALVE
COMPANIES USE OUR SOLUTIONS
USER DEMOGRAPHICS
Over 8000 user in 57 countries
worldwide use Configurator Solution
software, in 7 languages
User from 41 manufacturing sites in 11 countries quote for 224 product
lines, everyday
This translates into @ 1.2 valves being
quoted every minute using our software
More than 140,000 valves are
quoted annually using our software
The equivalent selling price of these
valves is over USD 980 million
Valve configuration is a complex process, given the
multitude of service conditions & customer specifications.
Without the right tools, sales, engineering as well as
customers could find the process cumbersome.
SOLUTION OVERVIEW
Improved buying experience for end-
customers, higher brand recall
Highly productive
& effective sales teams
Better decision making inputs
through sales funnel visibility
Application engineering can focus on
complex problems
Good quality information enables enterprise
operations to function more smoothlyBENEFITS
i
BUSINESS CHALLENGES faced by the valve industry,
SOLUTIONS OFFERED through SSCPQ applications
Lack of standardization
across factory processes
Lack of standardization
across sales processes
Detailed drawing
requirements
• Extensive fluid library with
detailed thermodynamic
properties including
hydrocarbon mixtures
• Approximation methods for
deriving properties where
needed
• Calculations & validations for
multiple service conditions
• Detailed ITP Management
• Supports ISA,IEC,VDMA
standards
• Provision for ASME, EMC,
ATEX, PED, IBR, HPG, GOST,
CCC Standards
• Sizing reports, specification
details, order code & BoM
generation
• ISA & proprietary spec-sheets
• Standardized proposal
package across channels
• Terms & conditions
templates
• Ranking and Defaults for
attributes
• Facility based / facility-
independent product
selection
• Generation of type-II
drawings
• Integration with CAD
for parameterized
models
• Integration with PLM
Varying degrees of insight
into customers' process
BUSINESS
CHALLENGE
SOLUTIONS
THROUGH SSCPQ
APPLICATIONS
BUSINESS CHALLENGES faced by the valve industry,
SOLUTIONS OFFERED through SSCPQ applications
Challenges in up-
selling
Large projects involving few
hundred line items
Frequent revisions during
quotation process
• Opportunity tracking &
relevant work-flows ensure
faster turnaround
• Guided selection philosophy
reduces time in sizing &
selection
• Integration with Sales
approval process
• Better presentation of
alternate solutions with
comparison of noise, flow
curves, trim, price
• Reliability and controllability
index evaluation
• Quick delivery initiatives
support through lead-time
visibility
• Export, import, sharing for
collaborative work processes
• Automated batch sizing /
selection / pricing
• Filters, spread sheet view,
mass update features to
ease updating
• Detailed user / project
preferences & defaults
• In tools integration
• Robust Revision
Management
• Revision impact report
Faster turn-around for
quotations
BUSINESS
CHALLENGE
SOLUTIONS
THROUGH SSCPQ
APPLICATIONS
BUSINESS CHALLENGES faced by the valve industry,
SOLUTIONS OFFERED through SSCPQ applications
SOLUTIONS
THROUGH SSCPQ
APPLICATIONS
BUSINESS
CHALLENGE
Lack of insight into
sales performance
Challenges in sales
forecasting
Multiple pricing
structures
• Valve template library
• Discount template
library
• ITP & Factory Notes
library
• Project preferences &
defaults
• Easy-to-use
dashboards &
workflows give
management an
overview of their
sales teams
quotation activity
• Sales funnel,
dashboards provide
actionable
intelligence
• Integration with SIOP
processes
• Multiple pricing
structures across
geographies,
customers & project
types
• Robust validity
Management
Need to leverage
knowledge base
• Integration with SAP
Order Management,
Oracle Configurator
& Oracle Order
Management
Delays in order entry
due to re-keying,
manual errors, etc.
$ £
BUSINESS CHALLENGES faced by the valve industry,
SOLUTIONS OFFERED through SSCPQ applications
SOLUTIONS
THROUGH SSCPQ
APPLICATIONS
BUSINESS
CHALLENGE
• Standalone and web
based solution with easy
collaboration/switching
between both versions
• Guided sales
captures best
practices relevant to
your product lines
effectively making
every user an expert
user
• Insight into lead
times offers support
for quick delivery
initiatives
• Valid & accurate
configurations
reduce rework &
engineering time
Need to size & select
in an untethered /
unconnected
environment
Scarcity of application
engineers
Need for faster
delivery
• Ability to manage
/deploy different
versions of the same
application like
pricing version,
customer version,
expert version, etc.
with easy
management of
privileges
Different stakeholders
with differing expertise
/ roles have different
needs
• Well documented
rules that form the
fundamentals of
your IP
• 100% ownership of
code
IP Protection
CONFIGURATOR SOLUTIONS
Develop sizing, selection, configuration,
pricing & quotation (SSCPQ) software
only for the flow industry
Customer base includes global
leaders in the control valve field, with
more than 8000 registered users
worldwide
In providing solutions for the valve
industry enables us to take the
responsibility of deriving and
documenting your product
specific selection rules. We
understand the pressures on your
R&D and engineering authorities
and use their time sparingly.
SSCPQ
8000 registered
users
Over 14years
of experience
You own 100% of the IP for your
application. Any proprietary equations
or algorithms created for you are
never used for any other client. While
delivering a solution, we also deliver
the complete source code and a
detailed system documentation. We
submit detailed sizing selection rules
for your products. This forms an
important foundation for your IP
knowledge base
The Configurator Solutions stays
abreast with the latest industry
standards and keeps a tab on all the
technical papers published. Our
deep understanding of multiple
methods for calculation helps select
the optimum valves for customers’
service conditions. We can quickly
analyze and capture any delta /
deviations that might be present in
your process
Our 90+ team includes application
engineers having decades of
experience, who have delivered
solutions that go beyond CPQ
challenges. We offer our expertise
to manufacturers of control and
on-off valves, pressure regulators,
safety relief valves,
desuperheaters, steams
conditioning system, pumps, etc.
We Understand Valves The Team Retain your Intellectual Property
CONFIGURATOR
SOLUTIONS
90+ 100%
Our valve-focused data management tool & rules engine makes
complex product & selection rule definition simple.
CalculationsBusiness Intelligence Guided SelectionValidationProposal Package Control Valve Sizing
SSCPQ
• Detailed insight into
sales funnel
• Insight into winning
probabilities for
different sales people,
markets and products
• Helps, improve
forecasting, supply
chain and inventory
planning
• Cover note, T&C
• ISA Spec Sheet
• Calculation Sheet
• Drawing
• Flow Curve
• Inspection &
Test Plan
• Revision Impact
Report
• Flow Equations for
Control Valve Sizing
• Noise considerations-
Control valve
Aerodynamic .
Hydrodynamic noise
prediction method
• Water & Steam
Equations
• Extensive fluid library
• Cv-Uncorrected &
Corrected
• Flow, P1 &P2
• Sizing – Water, Liquid,
Steam, Gas
• Two-phase &multi-
phase sizing
• Sizing for mixtures
• Sizing for multi-stage,
multi-path valves
• Actuator sizing
• Predicts
• Cavitation
• Flashing
• Excessive Velocity
• Chocked Flow
• Excessive Noise
• Rated Cv against
Required Cv
• Rated Cv against –
Min/Max
Controllable Cv
• Eliminates materials that
cannot meet design
temperature & pressure
rating requirements
• Provides warning &
recommendations for
excessive noise, velocity,
cavitation
• Allows comparison of
multiple solutions
• Evaluation of maintain-
ability & controllability
OVERVIEW OF
SSCPQ SOLUTION
IMPLEMENTATION
METHODOLOGY
Our proven, disciplined
methodology coupled with
experienced domain experts
& project managers helps
document your products’
application engineering rules
to create a strong foundation
of a well-structured
knowledge base
Additionally, our ready and well-
tested modules of industry-standard
equations and algorithms which
include sizing flow equations, noise
prediction methods, sigma
evaluation along with validations for
cavitation, flashing, excessive velocity
/ noise, choke flow etc. facilitate
faster and accurate implementation
of your CPQ initiatives
ANALYZE
Our team pores through
your products catalogs,
engineering standards &
existing software, analyze
the engineering rules
necessary in product
section process &
documents them in detail
VALIDATE
Workshops are
conducted with your
team to validate
requirements. Our team’s
valve industry
background helps them
speak the same
language as your teams
CODE
We leverage our
library of well-tested
sizing algorithms,
selection rules
framework, drawing
components & other
reusable code
DEPLOY
Deploying a mission-
critical application to
thousands of users
across disparate
geographic & operating
software can be a
daunting challenge
SUPPORT
You own 100% of IP for
your application along
with well-documented
source code. This allows
you to support your
users independently if
you wish
They also discuss
sizing methodology
practiced by your
engineering team &
documentary delta /
proprietary deviation
necessary
Prototypes are
created to finalize
user-interfaces &
application flow. This
gives all stakeholders
a clear insight into
how the solution i
going to function
Various customizations
are necessary as
processes vary from
company to company.
We are also very
particular about system
documentation. All of
this creates an easy to
maintain application
Our team has learnt
the intricacies of
handling multi-
language / multi
pricing structures as
well as multiple
editions/ versions of
the applications
We have dedicated
support teams devoted to
making your user’s life
easier. Our valve specific
product data management
tool & rule-engine allows
product managers to
maintain selection rules &
data without involving your
IT team
IMPLEMENTATION METHODOLOGY