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May 19 
2014 
Configurator 
Solutions Suite 105, 501 Silverside Road 
Office 205 Shopper’s Orbit Vishrantwadi, 
Alandi Road Pune 411015, India 
Wilmington, DE 19809, USA
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 
More than 140,000 valves are 
quoted annually using our software 
This translates into @ 1.2 valves being 
quoted every minute using our software 
The equivalent selling price of these 
valves is over USD 980 million
SOLUTION OVERVIEW 
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. 
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 smoothly 
BENEFITS 
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 
BUSINESS 
CHALLENGE 
SOLUTIONS 
THROUGH SSCPQ 
APPLICATIONS 
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 
Delays in order entry 
due to re-keying, 
manual errors, etc. 
• Integration with SAP 
Order Management, 
Oracle Configurator 
& Oracle Order 
Management 
$ £
BUSINESS CHALLENGES faced by the valve industry, 
SOLUTIONS OFFERED through SSCPQ applications 
BUSINESS 
CHALLENGE 
SOLUTIONS 
THROUGH SSCPQ 
APPLICATIONS 
• 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 
Different stakeholders 
with differing expertise 
/ roles have different 
needs 
• Ability to manage 
/deploy different 
versions of the same 
application like 
pricing version, 
customer version, 
expert version, etc. 
with easy 
management of 
privileges 
IP Protection 
• Well documented 
rules that form the 
fundamentals of 
your IP 
• 100% ownership of 
code
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 
CONFIGURATOR 
SOLUTIONS 
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. 
The Team We Understand Valves Retain your Intellectual Property 
90+ 100%
Our valve-focused data management tool & rules engine makes 
complex product & selection rule definition simple. 
Business Intelligence Proposal Package Control Valve Sizing Calculations Validation Guided Selection 
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

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Why Generic Configurators dont work in the valve Industry

  • 1. May 19 2014 Configurator Solutions Suite 105, 501 Silverside Road Office 205 Shopper’s Orbit Vishrantwadi, Alandi Road Pune 411015, India Wilmington, DE 19809, USA
  • 2. 3 OF THE TOP 5 CONTROL VALVE COMPANIES USE OUR SOLUTIONS
  • 3. 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 More than 140,000 valves are quoted annually using our software This translates into @ 1.2 valves being quoted every minute using our software The equivalent selling price of these valves is over USD 980 million
  • 4. SOLUTION OVERVIEW 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. 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 smoothly BENEFITS i
  • 5. 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
  • 6. 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
  • 7. BUSINESS CHALLENGES faced by the valve industry, SOLUTIONS OFFERED through SSCPQ applications BUSINESS CHALLENGE SOLUTIONS THROUGH SSCPQ APPLICATIONS 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 Delays in order entry due to re-keying, manual errors, etc. • Integration with SAP Order Management, Oracle Configurator & Oracle Order Management $ £
  • 8. BUSINESS CHALLENGES faced by the valve industry, SOLUTIONS OFFERED through SSCPQ applications BUSINESS CHALLENGE SOLUTIONS THROUGH SSCPQ APPLICATIONS • 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 Different stakeholders with differing expertise / roles have different needs • Ability to manage /deploy different versions of the same application like pricing version, customer version, expert version, etc. with easy management of privileges IP Protection • Well documented rules that form the fundamentals of your IP • 100% ownership of code
  • 9. 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
  • 10. 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 CONFIGURATOR SOLUTIONS 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. The Team We Understand Valves Retain your Intellectual Property 90+ 100%
  • 11. Our valve-focused data management tool & rules engine makes complex product & selection rule definition simple. Business Intelligence Proposal Package Control Valve Sizing Calculations Validation Guided Selection 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
  • 12. 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
  • 13. 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