Gu ided Selection Software
for
Gau ges & In stru men tation
Configurator Solutions
Guided Product
Selection
Selection of
accessories
Rules
engine
Systems
Integration
Business
Intelligence
Drawings
Quality &
Test Plans
Content rich proposal
package
Overview Of
Functionality
Guided Selection Software for Gauges & Instrumentation
precise
• Pressure gauges
• Thermometers
• Level measurement, flow
monitor
• Pressure transducers
• Pressure transmitters
• Diaphragm seals
• Pressure switches
• Thermowells,
thermocouples, RTDs
Solutions for
Guided Selection Software for Gauges & Instrumentation
precise
Main selection criteria:
• Fluid type
• Pressure
• Temperature
• Accuracy
Models filtered based on the
above criteria
Product & accessory selection
Product & accessory selection
options are further filtered based
on user selections
Product selection
Guided Selection Software for Gauges & Instrumentation
precise
• Generation of the model
number based on customer
specifications, accessory
requirements
• Values for attributes
selected from respective
masters e.g. dial size, case
material etc.
• Pricing the selected model
Quotation generation
Guided Selection Software for Gauges & Instrumentation
precise
Ability to define non-standard
options/requirements
Thermometer & accessory selection
Guided Selection Software for Gauges & Instrumentation
precise
Transducer selection
Guided Selection Software for Gauges & Instrumentation
precise
• Operating conditions
defined in terms of
Pressure Range,
sensing technology,
pressure reference
(absolute / gauge etc.),
electrical output,
pressure / electrical
connection, accuracy
%, wetted material,
seal material, etc.
• On defining values for
one or more attributes,
transducers suitable for
defined attributes are
listed
Indicates lead time for selected configuration, also provides details of how the lead time is
calculated
Guided Selection Software for Gauges & Instrumentation
precise
Indicates total price for selected configuration, also provides price breakup
Guided Selection Software for Gauges & Instrumentation
precise
Indicates mouse hovering over an option, also shows options that will be invalidated on selection
Guided Selection Software for Gauges & Instrumentation
precise
Model code if known can be entered & configuration is automatically set as per model code
Guided Selection Software for Gauges & Instrumentation
precise
Pressure switches – selecting the application
Guided Selection Software for Gauges & Instrumentation
precise
Pressure switches – specifying operating conditions
Guided Selection Software for Gauges & Instrumentation
precise
Pressure switches – entering electrical data
Guided Selection Software for Gauges & Instrumentation
precise
Pressure switches – entering common data
Guided Selection Software for Gauges & Instrumentation
precise
Pressure switches – selection results
Guided Selection Software for Gauges & Instrumentation
precise
Guided Selection Software for Gauges & Instrumentation
precise
Supports
• Currency-neutral list price
• Price Contracts
• Cost-plus Pricing
• Attribute–based Discounting, etc.
List Price Management
A centrally-managed tool to create &
manage list price based on various
attributes. It
• Updates ERP Pricing module
• Creates the pricing database for
the configurator
• Generates pdf price books
• Generate quick & content – rich proposal package
• Implement “Quote through Order” via integration with
company’s ERP system
• Enforce company pricing policy, ensure competitive
quotes
• Multiple price books for different countries / regions
• Hierarchical discounting policy – quote-level, line-item
level, component level
• Quote submission management
• Web interface to update status & other information
• Dashboards
• Recommended spares
Quotation Management, Tracking & Reporting
Factory notesDrawing
• Quotations – brief, detailed
• Comprehensive data / spec sheets
• Spare parts
• Consolidated Pricing Sheet
• Terms & Conditions
• Covering Letter
• Drawings
• Bill of Materials
• QA / QC Plan
• Revision Impact Report
Quotation
Proposal Package
Guided Selection Software for Gauges & Instrumentation
precise
Data Analytics
• Detailed insight into sales funnel
• Insight into wining probabilities for different sales people, markets
& products
• Help improve forecasting, supply chain & inventory planning
• Reports generated
• Quote won –lost analysis, History Analysis, History Analysis
• Industry Segment Analysis, Probability Forecast
• Inquiry Assignment
• Rep Activity Report
Guided Selection Software for Gauges & Instrumentation
precise
Automate complete process from enquiry, product selection & configuration, pricing through quotation
Capture enquiry
Assign enquiry
Enquiry follow-up
Workflows
Guided Selection Software for Gauges & Instrumentation
precise
Other Features
Guided Selection Software for Gauges & Instrumentation
precise
• Multi-language interfaces
• Multi-brand – opens opportunities for associated business units
• Multi-product – easily bid on large projects with products from various brands
• Separate price-books for different regions
• Configuration revision, validation & price auto-calculation for multiple line items
• Excel, pdf extracts
Other Features
Product filter Product search
Guided Selection Software for Gauges & Instrumentation
precise
Architecture: support for
mobile platforms
Guided Selection Software for Gauges & Instrumentation
precise
Multiplying The Benefits
Through Systems
Integration
precise
CRM
ERP
After
market
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
Guided Selection Software for Gauges & Instrumentation
precise
• Simplify product
selection, increased
satisfaction
• Clearer understanding
of manufacturers’
products
• Better insight into
their own
requirements
• Faster turnaround
on enquiries
• More competitively
& accurately priced
proposals, higher
profitability
• Better visibility
into up-/cross-sell
opportunities
• Application
engineering focuses
on complex
configurations
• New engineers
productive faster
• Better 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
Customer Sales Engineering Management Operations
$
BENEFITS
You own 100% of your
Intellectual Property for your
application. Any proprietary
engineering calculations or
algorithms created for you
are not used for other clients.
Our team includes
application engineers
having decades of
experience, who have
delivered solutions that go
beyond CPQ challenges.
ExperienceTeam Retain your IP
100+ 100%Over 17 years
Over 17 years of experience
in delivering CPQ solutions.
We work with manufacturers
of industrial products &
equipment.
We understand the pressures
on your engineering & sales
teams and use their time
sparingly.
Configurator Solutions
Over 8000 users in 57 countries worldwide CPQ software from Configurator Solutions, in 9 languages. Products worth
USD 980 million are quoted using our applications, annually.
User Base
All logos are the property of their respective owners
Clientele
All logos are the property of their respective owners
Clientele
Thank you
Wilmington, DE, USA | Pune, MH, India | Milan, MI, Italy
+1 (302) 319-9983 | +91-20-4075-7600 / 666 | +39 (333) 967-2022
Solutions@ConfiguratorSolutions.com
www.ConfiguratorSolutions.com
Configurator Solutions

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Gauges & instrumentation selection software

  • 1. Gu ided Selection Software for Gau ges & In stru men tation Configurator Solutions
  • 2. Guided Product Selection Selection of accessories Rules engine Systems Integration Business Intelligence Drawings Quality & Test Plans Content rich proposal package Overview Of Functionality Guided Selection Software for Gauges & Instrumentation precise
  • 3. • Pressure gauges • Thermometers • Level measurement, flow monitor • Pressure transducers • Pressure transmitters • Diaphragm seals • Pressure switches • Thermowells, thermocouples, RTDs Solutions for Guided Selection Software for Gauges & Instrumentation precise
  • 4. Main selection criteria: • Fluid type • Pressure • Temperature • Accuracy Models filtered based on the above criteria Product & accessory selection Product & accessory selection options are further filtered based on user selections Product selection Guided Selection Software for Gauges & Instrumentation precise
  • 5. • Generation of the model number based on customer specifications, accessory requirements • Values for attributes selected from respective masters e.g. dial size, case material etc. • Pricing the selected model Quotation generation Guided Selection Software for Gauges & Instrumentation precise
  • 6. Ability to define non-standard options/requirements Thermometer & accessory selection Guided Selection Software for Gauges & Instrumentation precise
  • 7. Transducer selection Guided Selection Software for Gauges & Instrumentation precise • Operating conditions defined in terms of Pressure Range, sensing technology, pressure reference (absolute / gauge etc.), electrical output, pressure / electrical connection, accuracy %, wetted material, seal material, etc. • On defining values for one or more attributes, transducers suitable for defined attributes are listed
  • 8. Indicates lead time for selected configuration, also provides details of how the lead time is calculated Guided Selection Software for Gauges & Instrumentation precise
  • 9. Indicates total price for selected configuration, also provides price breakup Guided Selection Software for Gauges & Instrumentation precise
  • 10. Indicates mouse hovering over an option, also shows options that will be invalidated on selection Guided Selection Software for Gauges & Instrumentation precise
  • 11. Model code if known can be entered & configuration is automatically set as per model code Guided Selection Software for Gauges & Instrumentation precise
  • 12. Pressure switches – selecting the application Guided Selection Software for Gauges & Instrumentation precise
  • 13. Pressure switches – specifying operating conditions Guided Selection Software for Gauges & Instrumentation precise
  • 14. Pressure switches – entering electrical data Guided Selection Software for Gauges & Instrumentation precise
  • 15. Pressure switches – entering common data Guided Selection Software for Gauges & Instrumentation precise
  • 16. Pressure switches – selection results Guided Selection Software for Gauges & Instrumentation precise
  • 17. Guided Selection Software for Gauges & Instrumentation precise Supports • Currency-neutral list price • Price Contracts • Cost-plus Pricing • Attribute–based Discounting, etc. List Price Management A centrally-managed tool to create & manage list price based on various attributes. It • Updates ERP Pricing module • Creates the pricing database for the configurator • Generates pdf price books • Generate quick & content – rich proposal package • Implement “Quote through Order” via integration with company’s ERP system • Enforce company pricing policy, ensure competitive quotes • Multiple price books for different countries / regions • Hierarchical discounting policy – quote-level, line-item level, component level • Quote submission management • Web interface to update status & other information • Dashboards • Recommended spares Quotation Management, Tracking & Reporting
  • 18. Factory notesDrawing • Quotations – brief, detailed • Comprehensive data / spec sheets • Spare parts • Consolidated Pricing Sheet • Terms & Conditions • Covering Letter • Drawings • Bill of Materials • QA / QC Plan • Revision Impact Report Quotation Proposal Package Guided Selection Software for Gauges & Instrumentation precise
  • 19. Data Analytics • Detailed insight into sales funnel • Insight into wining probabilities for different sales people, markets & products • Help improve forecasting, supply chain & inventory planning • Reports generated • Quote won –lost analysis, History Analysis, History Analysis • Industry Segment Analysis, Probability Forecast • Inquiry Assignment • Rep Activity Report Guided Selection Software for Gauges & Instrumentation precise
  • 20. Automate complete process from enquiry, product selection & configuration, pricing through quotation Capture enquiry Assign enquiry Enquiry follow-up Workflows Guided Selection Software for Gauges & Instrumentation precise
  • 21. Other Features Guided Selection Software for Gauges & Instrumentation precise • Multi-language interfaces • Multi-brand – opens opportunities for associated business units • Multi-product – easily bid on large projects with products from various brands • Separate price-books for different regions • Configuration revision, validation & price auto-calculation for multiple line items • Excel, pdf extracts Other Features
  • 22. Product filter Product search Guided Selection Software for Gauges & Instrumentation precise Architecture: support for mobile platforms
  • 23. Guided Selection Software for Gauges & Instrumentation precise Multiplying The Benefits Through Systems Integration precise CRM ERP After market 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
  • 24. Guided Selection Software for Gauges & Instrumentation precise • Simplify product selection, increased satisfaction • Clearer understanding of manufacturers’ products • Better insight into their own requirements • Faster turnaround on enquiries • More competitively & accurately priced proposals, higher profitability • Better visibility into up-/cross-sell opportunities • Application engineering focuses on complex configurations • New engineers productive faster • Better 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 Customer Sales Engineering Management Operations $ BENEFITS
  • 25. You own 100% of your Intellectual Property for your application. Any proprietary engineering calculations or algorithms created for you are not used for other clients. Our team includes application engineers having decades of experience, who have delivered solutions that go beyond CPQ challenges. ExperienceTeam Retain your IP 100+ 100%Over 17 years Over 17 years of experience in delivering CPQ solutions. We work with manufacturers of industrial products & equipment. We understand the pressures on your engineering & sales teams and use their time sparingly. Configurator Solutions
  • 26. Over 8000 users in 57 countries worldwide CPQ software from Configurator Solutions, in 9 languages. Products worth USD 980 million are quoted using our applications, annually. User Base
  • 27. All logos are the property of their respective owners Clientele
  • 28. All logos are the property of their respective owners Clientele
  • 29. Thank you Wilmington, DE, USA | Pune, MH, India | Milan, MI, Italy +1 (302) 319-9983 | +91-20-4075-7600 / 666 | +39 (333) 967-2022 Solutions@ConfiguratorSolutions.com www.ConfiguratorSolutions.com Configurator Solutions