In Mind Cloud - Product Release - 2011

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Manufacturing X
20/11
ReleaseBrief
The 20/11 release of Manufacturing X brings many features to
further improve the user experience and efficiency. CPQ users can
try a new, much more visual configuration experience. Commerce
users can enjoy interactive images to better identify the needed
spare parts. CRM users gain even more efficiency when using MX
from Email & Calendar.

What is new in our
20/11 Release?
Features at a glance
Commerce
▪ Visual Product Finder
▪ Screen Configuration
▪ UI Enhancements (Large product Image, Letterboxing, Error page,
Clear Cart, Animations)
▪ Pricing (reuse pricing and groovy extensions)
▪ Order create (reuse groovy extension)
▪ Mass Provisioning of Contact Users
CPQ
▪ Visual Product Finder
▪ Map Integration Enhancements
▪ New configurator UI*
▪ Configurator Workspace*
▪ Navigation*
▪ Images for Group / Sub-group*
▪ Characteristics Visualization & Filters*
▪ Side Panel – Product & feature information*
CRM
▪ Office 365 (Outlook) Integration
▪ Opportunity Improvements
Core Services
▪ Extend Field mapping for CRM connector
* Beta version available for selected ramp-up customers

With Release 20/11 we launched
Manufacturing X Commerce
What are the BENEFITS?
The smart way to lead your
customers to buy the right spare
parts and consumables for their
serialized equipment – anytime,
from anywhere.
Get your digital commerce initiative up
and running fast with a scalable
platform that’s modular, extensible,
cloud native, and provides 100% digital
process coverage.
Open a new sales channel and
extend your digital sales processes
to provide best-in-class customer
experience and earn loyalty.

Finding the right spare part is always a challenge. Companies currently solve this problem with lists that
show suitable parts for a particular product. We want to elevate this process to another level and make it
more intuitive for our users. Our new approach displays the spare parts as an image with hotspots
representing the relevant parts. Users can add the spare-parts to the shopping cart by just clicking the
corresponding hotspots.
Commerce: Visual Product Finder
AUDIENCE
▪ Multiple users, primarily
Commerce and quotation
managers
Benefits
▪ Convenient self-service ordering
▪ Identify the right spare part that fits the
original product
▪ Easily maintain images and corresponding
hotspots
▪ Improve experience to end customer by
providing B2C shopping experience in B2B
Features
▪ Parts list & finder with interactive 2D Image
▪ Upload an Excel with parts
Additional Notes
▪ Enrich the images by linking them to specific
parts

We are adding flexibility to the Commerce UI. Admins can now enable/disable certain fields as
well as re-arrange the sequence of these fields. Admins can also quickly add additional fields
on various tables in just a few clicks without any coding. Tables include Product Card, Product
List, Product Detail, Shopping Cart, Checkout Order, Review Order, Order History, Order
Amendment.
Commerce: Screen Configuration
AUDIENCE
▪ Customer Contact
▪ Biz Admin
▪ End User
Benefits
▪ Support higher flexibility
▪ Improve user experience
▪ Adjust Commerce to your customer needs
Features
▪ Hide fields
▪ Re-order fields
▪ Configure which data to display per screen
▪ Add fields from the API (Standard and Custom
fields, as well as access of nested structures)
Additional Notes
▪ Extension fields to product can be added in the
traditional way
▪ Use “Screen Configuration” in product
administration to make them visible in respective
parts of the screen
Joe Wills
Customer /
Distributor
Biz Admin
Sarah Smith
Customer / Distributor
End User

Custom tabs allow to configure additional views in Commerce that load external applications, for example: a
ticket management system, or to provide additional analytical capabilities, etc.
Commerce: Custom Tabs
Benefits
▪ Extending the commerce site for custom use
cases by embedding external screens and to add
custom links
Features
▪ Add a global navigation entry
▪ Add a launch URL for the custom view
▪ Definition height & width or use the fill mode
AUDIENCE
▪ Biz Admin
▪ End User
Joe Wills
Customer /
Distributor
Biz Admin
Sarah Smith
End User

We further improved the visual experience of the UI. This is key in any commerce application
and will impact the overall user experience and boost the adoption of the solution.
Commerce UI: Continuous Improvements
AUDIENCE
▪ Biz Admin
▪ End User
Benefits
▪ Improved UI and UX to improve adoption.
Features
▪ Zoom Function for Product Images
▪ Error Page
▪ Letterboxing
▪ Smooth transition / animation of navigation bar,
action menus, and ribbons
▪ Theme enhancements (e.g. ribbons, filter
backgrounds, etc.) to be able to also create ‘dark
themes’
Joe Wills
Customer /
Distributor
Biz Admin
Sarah Smith
End User

Manage all commerce contact users in one place. Filter and multi-select users for mass changes of role,
status or re-send invite emails. You can also invite new contacts.
Commerce Contact User List
Benefits
▪ Reduce admin time to roll-out commerce in a controlled
way to multiple customers
▪ Scale with confidence
Features
▪ Manage all commerce contact users in one place
▪ Filter and multi-select users to mass change role, status
or re-send invite email
▪ Invite new contacts across accounts.
AUDIENCE
▪ Biz Admin
▪ End User
Joe Wills
Customer /
Distributor
Biz Admin
Sarah Smith
End User

The CPQ pricing engine is now fully integrated into the product catalog, cart and checkout.
The CPQ function of using internal pricing and/or external pricing is now available in
Commerce. This gives users the full flexibility of comprehensive pricing schemes and custom
extension points right inside Commerce.
Commerce: Pricing Flexibility
AUDIENCE
▪ Biz Admin
▪ End User
Benefits
▪ More flexibility for Commerce pricing addressing
customer specific requirements
▪ Getting on par with CPQ Pricing
▪ Enabling internal pricing
Features
▪ The change in design has made the CPQ engine
the central component for the Pricing engine and
is executed in simulate mode
▪ We re-use the setting to enable internal pricing,
external pricing, SSC pricing
▪ External pricing can be called via Groovy exit, or
via using external ERP Pricing
▪ A new Groovy extension point has been added to
calculate header discount and price (called:
Commerce product catalog mapping)
Additional Notes
▪ For Product Catalog Mapping, if groovy script is
uploaded, settings are ignored
Joe Wills
Customer /
Distributor
Biz Admin
Sarah Smith
End User

With the groovy exit it is possible to enhance the Order data before creating the order in
ERP. This will allow Commerce to bring additional flexibility as every ERP implementation
is unique.
Commerce: Order Flexibility
AUDIENCE
▪ Biz Admin
▪ End User
Benefits
▪ More flexibility for Commerce Order addressing
customer specific requirements
Features
• You can either use the setting string to decide the
order type or use the Groovy script to decide the
order type based on specific logic
Additional Notes
▪ Setting takes priority over groovy script
Joe Wills
Customer /
Distributor
Biz Admin
Sarah Smith
End User
• Definition of Default Order Type:
• Or via Groovy:

Create the best matches to your
customers’ needs within minutes
and eliminate errors in
configuration, costing, pricing, and
orders.
Accelerate your manufacturing sales
by delivering made-to-win quotes,
accurately generated through tight
manufacturing backend integration.
Guide your users to successful
sales execution with a smart UI that
steers their focus to required actions
during the sales cycle and beyond.
Manufacturing X CPQ

EMPOWER MANUFACTURING SALES WITH INNOVATION
BETA
Simple – Lean – Effective
• Fit purpose with guidance empower the user
• Adaptive workspace with clear objective on configuration work
• Cut down the time-to-quote by at least another 20-30%
• Make any sales person enjoying to configure
• Support any sales user with right guidance
• Make accurate configuration by informed decisions
CPQ 20/11
TIME-TO-QUOTE
FOCUS & PRODUCTIVITY
USER SATISFACTION
• Connect users better with the configuration at hand
• No thinking delay with delightful visuals making sense for use
• See and use what is needed – on one screen

The configuration view was completely re-designed to guide users throughout the entire
configuration process. The sales configuration is always the driving factor, regardless of
whether CTO, MTO or ETO is the driving business model. The UI intelligently assists
users and helps them focus on the relevant work to be done. At the same time, the UI can
be adapted to each user’s preferences.
CPQ: The new Configurator Workspace
Benefits
▪ Clearing the real-estate areas fastens the sales
configuration
▪ Configuration UI can be re-used anywhere
Features
▪ UI that supports workspaces, navigation panels,
assistance and tools based on user selection and
requirement
▪ Configuration workspace can also be launched in
full screen-mode
Additional Notes
▪ It’s a BETA feature in 2011
▪ Its possible to enable it in your test tenants or for
some specific users.
▪ The new configurator workspace will completely
replace the old configurator mid of next year
AUDIENCE
▪ Primary use by Sales Reps
▪ Applicable to any user / roleSarah Hong
Sales Rep

The Side Panel allows users to gain knowledge of all information for product, groups and
characteristics while working on configuration data entry. It assists the user in the
efficient handling of configuration during the lead-to-quote process.
CPQ: Side Panel – Product & Feature Info
Benefits
▪ Easy, intuitive experience with all relevant
information at hand
Features
▪ Side panel for Help Panel, Pricing and many more
to come
▪ Multi-language descriptions with formatted texts
▪ Attachments and Images can be added for each
attribute
▪ Click on Characteristics, Groups, Labels, Values
and get the help information displayed in the side
panel
AUDIENCE
Sales Rep

MX features “state-of-the-art” controls for data entry and selection. Theses controls help
users connect better with the product and options at hand.
CPQ: Characteristics Visualization
Benefits
▪ Controls can be re-used in identical behavior in
the MX platform and vice versa
▪ Information can be presented as desired by the
company’s requirements to guide the user through
the configuration process intuitively
Features
▪ Add more representations to the data control
elements
▪ Adding more controls
▪ “Legacy” UI controls will remain
▪ Visual representation is defined during onboarding
at creation of the product knowledge base
▪ Visual representation can be conveniently
uploaded via excel by setting the column with the
right Boolean set up
Additional Notes
▪ “Legacy” elements remain but experience visual
improvement
AUDIENCE
Sales Rep

The UI workspace is of utmost value if it can cater to all business processes and data entry.
In addition it always gives the user the option to see what he really needs.
CPQ: Filter Options
Benefits
▪ Configure UI according to requirements in
performing an accurate but efficient sales
configuration
Features
▪ UI options to manipulate various visual support
▪ User preferences can be saved as default to
profile
▪ Show options standard menu (no configuration
required)
Additional Notes
▪ No change but adding new functionality
Relevant Characteristics
With 20/11 MX supports mandatory, quote,
cost, price relevant tagging of characteristics.
This allows to assign besides topic-wise
grouping of characteristics to set tags
according the sales configuration process.
Configuration
Filter all user set fields or system
recommendations (calculated) using the
graphical annotation of the borders.
Empty values are the values that have not
been assigned any value.
AUDIENCE
Sales Rep

The UI workspace is of utmost value if it can cater to all business processes and data entry.
In addition it always gives the user the option to see what he really needs.
CPQ: View Options
Benefits
▪ Configure UI according to requirements in
performing an accurate but efficient sales
configuration
Features
▪ UI options to manipulate various visual support
▪ User preferences can be saved as default to
profile
▪ Show options standard menu (no configuration
required)
Additional Notes
▪ No change but adding new functionality
Navigation : Auto-collapse Main navigation, Show line item ID
Groups : Titles, Images, Comments
Subgroups : Titles, Comments
Pagination Mode: focus on one sub-group at a time. Or just
scroll through all attributes for an item.
Characteristics: Show position, technical attribute name, show
comments, and filter tags.
Layout: multi-column or single column with left, center align or
indent labels.
AUDIENCE
Sales Rep

Google Maps: Usability improvement
For products where “Enable Google Map” is available, you can easily launch them from the icon next
to the configurator icon.
Benefits
▪ Improve usability
▪ Improve discoverability
▪ All configurator relevant icons are found in same
location
Features
▪ Map icon to directly launch the map for items
which have a map associated
▪ Icon colour indicate if map is editable or read-only
▪ Prevent Esc button from closing the popup window
Additional Notes
▪ End user training needed post upgrade
AUDIENCE
Sales Rep

Google Maps: Set map to read-only
When defining a product you can enable the Google map, and in addition, mark it as read-only. This is
specifically useful for out-put maps which should be read-only as they show calculated end results.
Benefits
▪ Improve usability
▪ Reduce chance of error
Features
▪ You can mark the map as read-only, so the
calculated fields are made read-only
▪ Also the upload of data via drag & drop or upload
button is blocked
Additional Notes
▪ No impact on upgrade
For output maps, you
can now mark them
as read-only
AUDIENCE
Sales Rep

To improve readability of Google Maps, you can now print description text for each line drawn
on the map (example: component of pipe), and decide the text and location using the Groovy
extensibility framework.
CPQ: Google Maps - Custom Text besides lines
AUDIENCE
▪ Quotation Manager
Benefits
▪ Improves readability & business proposal approval
for grant in certain country regulations
Features
▪ To allow admin to have the customization to insert
text right beside those drawing lines on Google
Maps
▪ All text will have the same color
Additional Notes
▪ No way to create text with mixed formatting (e.g.
some characters are in bold and some are not),
other than printing them separately (by manually
calculating where each character would show up)
▪ There is also no way to specify a maximum width
so that a long text would automatically wrap to the
next line. So breaking the text into multiple lines
would also require a manual effort on the Groovy
script
Mike Jones
Quotation Manager

When configuring a product the product finder helps find the optimal suggestion of already
existing variants based on the current configuration. The variant matching feature available
in MX is without any restrictions that lead into pre-emptive exclusions on classified material
because certain characteristics and the plant will be exclusion factors that may not be
desired.
CPQ: Material Variant Matching Enhancement
AUDIENCE
▪ To be filled up and
personas to be inserted
Benefits
▪ Add control over products to be suggested without
being limited on characteristics and plant
▪ Access control of classified material based on the
evolving configuration beyond the classification
snapshot
Features
▪ Exclude selected characteristics (DA) from variant
matching process (in product finder)
▪ User defined look-up table contains the exclusions
▪ Plant and product specific exclusions
▪ Data is synchronized from multiple source options
(manual maintenance, ERP based data sync)
▪ Create exclusion combinations based on entry and
field configuration
Additional Notes
▪ Directly impact the product finder’s behavior

Boost your efficiency with your
CRM always in sync with Outlook
data – be it contacts, emails,
or meetings.
Automate, simplify and accelerate
the full lead-to-order process across
regions and departments to reduce
cost-of-sales.
Master your opportunity priorities,
and always focus on the most
profitable deals with customizable
analytics dashboards.
Manufacturing X CRM

Sales opportunities are the center of your sales representatives’ lives. That is why we are constantly
improving our CRM’s functionality. New features include a restructured overview page, addition of new
fields, and support of different sales forecasting categories. The new fields added are “Days in Current
Sales Phase,” “Sales Cycles Duration,” and “Forecast Category.” These new features are designed to help
your Sales Representatives and Managers monitor sales cycles more effectively. They can also enable
your Sales Managers to achieve an increase in sales performance.
CRM: Opportunity Improvements
AUDIENCE
▪ // to be filled up
Benefits
▪ Clearly understand the opportunity life cycle to
make better informed decisions
▪ Enable the opportunity for forecasting categories
▪ Improved visual design
Features
▪ Restructured Detail page with dedicated sections
(like quote layout)
▪ Start date and close date to calculate sales cycle
▪ New calculated fields to determine the time left to
close and time since the Opportunity was moved
into the respective sales phase on Kanban view
▪ New field ‘Forecast Category’ which can be used
to bucket specific opportunities based on
forecasting rules
Additional Notes
▪ A Master Data Task ‘Opportunity Update Job’ to
update the ‘Days in Sales Phase’ needs to be
maintained with a recommended Cron Job timing
of once per day.
Sarah Hong
Sales Rep

Sales Representatives are now able to use our plug-in to sync their contact data, email and
calendar items. This helps to stay on top of all tasks. It also allows to be more efficient in daily
customer engagements and keep track of each engagement with all the relevant documents
neatly organized with adequate references to the customer and their transactions.
CRM: Outlook Add-in
AUDIENCE
▪ Applicable to any user / role
Benefits
▪ Work with MX without leaving your email inbox
▪ Gain efficiency in your daily customer conversations
▪ Ensure transparency on the state of each engagement
across the organization
▪ Auto populates contacts, emails, meetings in MX
Features in Add-in
▪ Login with Username / Password
▪ Contact create with account search, first & last name,
Email (with email parsing), Phone, Mobile, Position etc.
▪ Account create with name, description, domain etc
▪ Save Email: From, To, CC, link account, opportunity,
quote with de-duplication
▪ Save Event: Start & end date/time, location, status,
participants (From, To), body, link account, opportunity,
quote with de-duplication
▪ Creation of opportunity and quote
▪ Search of contact, account, opportunity and quote
(search by object name, to be added in future)
Additional Notes
▪ Supported on Exchange 2013 or later.
Sarah Hong
Sales Rep

Get deep, actionable insights, and
achieve the lowest cost-of-
ownership with one integral data
model and service layer across
CRM, CPQ, and Commerce.
Simplify your entire sales process,
achieve the highest agility and
maximize adoption for every sales
situation.
Quickly adapt Manufacturing X to
your manufacturing sales needs
with an extensibility concept that
uses Low-Code or No-Code
Extensions, and Open APIs.
Manufacturing X Core Services

Extend mapping in C4C Connector
Its possible to add extension fields in both C4C and MX, but the mapper in the connector is
hard coded. This limits the custom fields that can be integrated between the two apps.
Nicole as sales ops, can now easily map extension fields, using a look-up table.
Nicole Miller
Sales Ops
CUSTOM_CFC_FIELDS
Benefits
▪ Map extension fields in connector
▪ Customize the integration flow, and extend
processes easily
Features
▪ Mapper to map extension field and standard fields
in C4C inbound for Account, Account Address,
Quote, Quote Line Item, Opportunity
▪ Using a look-up table CUSTOM_CFC_FIELDS
Additional Notes
▪ Implementation needed to uptake the new
enhancement.

D i g i t a l i z e Yo u r M a n u f a c t u r i n g S a l e s
EUROPE & NORTH AMERICA | ASIA | CHINA

In Mind Cloud - Product Release - 2011

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