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