safety relief valve sizing, selection & quotation software
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S iz ing , Se lec t i on & Quota t ion so f tware f o r
Sa fe ty & P ressure Re l i e f Va lves
Configurator Solutions
Industry
Standard sizing
calculations
Guided
Product
Selection
Selection of
accessories
Rules
engine
Systems
Integration
Business
Intelligence
Drawings
Quality &
Test
Plans
Content-rich
proposal package
Overview Of
Functionality
Guided Sales Software For Safety & Pressure Relief Valve Sizing, Selection & Quotation
preciseValve
Guided Sales Software For Safety & Pressure Relief Valve Sizing, Selection & Quotation
preciseValve
Sizing & Selection
Sizing in accordance with • ASME Code Sec VIII, Div 1• API 520• DIN EN ISO 4126 - 1• AD 2000 Merkblatt A2
Guided Sales Software For Safety & Pressure Relief Valve Sizing, Selection & Quotation
preciseValve
Sizing & Selection
Liquid
Gas / Vapor
Steam
ASME Section VIII (API 520, Part I, 8th Edition)
Guided Sales Software For Safety & Pressure Relief Valve Sizing, Selection & Quotation
preciseValve
Calculations - Liquid, Steam, Gas/Vapor
API 521/ API 520, Part I, 8th Edition
Vessel / tank data
Calculations - Fire
Guided Sales Software For Safety & Pressure Relief Valve Sizing, Selection & Quotation
preciseValve
• Mass Flux from direct Integration (C.2.1)• Flashing/Non Flashing 2-Phase (C.2.2)• Sub-cooled / Saturated Liquid (C.2.3)
Guided Sales Software For Safety & Pressure Relief Valve Sizing, Selection & Quotation
preciseValve
Calculations - Two-phase (DIERS method)
ASME Boiler and Pressure Vessel Code, Section I
Guided Sales Software For Safety & Pressure Relief Valve Sizing, Selection & Quotation
preciseValve
Boiler system sizing
Facilitates selection of more than one valve to meet the Capacity Requirements
Guided Sales Software For Safety & Pressure Relief Valve Sizing, Selection & Quotation
preciseValve
Multi-valve sizing
• Each valve model listed for selection is validated for its eligibility against Required Capacity
• Tool tips are provided on each option to help user choose the most appropriate option of the several valid options
• Selection based on:o Area -
Gas Required Area (API 520 8th Edition) Gas SCFM Required Area (API 520 8th Edition) Liquid Required Area: (API 8th edition) Steam Required Area (API 8th Edition) Two Phase Required Area (API 520 8th Edition)
o Capacity – Above area equations are rearranged to calculate capacityo Noise - API 521 contains Noise equation for gas in 7.3.4.3 o Reaction Force - API 520 Document Part IIo Outlet Static Pressure - API 520 8th Edition
Guided Sales Software For Safety & Pressure Relief Valve Sizing, Selection & Quotation
preciseValve
Guided selection
Guided Selection –
Through Alternative
Options
Compare alternative
options against
• Performance attributes –
flow / capacity, area
• Price
Compare options
• As configuration
data
Select best-
fit option
against the
most critical
parameter//s
Choose the best fit for purpose valve from a set of valid configurations,
against key performance parameters
Guided Sales Software For Safety & Pressure Relief Valve Sizing, Selection & Quotation
preciseValve
• Bellows• Balanced Piston• O-Ring Seat Seal• Thermoflex Disc• Dual Filters• Dual Pilots• Heat Exchanger• Backflow Preventer• Sensing Ring• Blowdown Valve• Pilot Discharge• Weather Shield• Exposed Spring• Slotted Bonnet• Pressure Spike Snubber• Pilot Lifting Lever• Studded Inlet• Pilot Valve Tester• Regulator and Air Filter• Heater Assembly• Cryogenic Disc
Guided Sales Software For Safety & Pressure Relief Valve Sizing, Selection & Quotation
preciseValve
Selection of accessories
Based on product selection, relevant list of parts & Materials of Construction get populated
Guided Sales Software For Safety & Pressure Relief Valve Sizing, Selection & Quotation
preciseValve
Bill of Materials
Displays drawings with dimensional data & weight information
Guided Sales Software For Safety & Pressure Relief Valve Sizing, Selection & Quotation
preciseValve
Dimensional drawings
ITP library
• User can choose from standard list of Factory Notes or Quality Test Requirements• Special Quality Test Requirements not available as standard offering can be added
Guided Sales Software For Safety & Pressure Relief Valve Sizing, Selection & Quotation
preciseValve
Quality & Test Plans
Guided Sales Software For Safety & Pressure Relief Valve Sizing, Selection & Quotation
preciseValve
Inspection Test Plans
• Selected configuration priced on Valve Model, Valve Size, Body Material, accessories & ITP • Multiple price books• Component-based pricing• Multi-level discounting• Multi-currency pricing
Guided Sales Software For Safety & Pressure Relief Valve Sizing, Selection & Quotation
preciseValve
Pricing
Guided Sales Software For Safety & Pressure Relief Valve Sizing, Selection & Quotation
preciseValve
Pricing
Quotation Management
Generate quick & content – rich
proposal package
Enforce company pricing policy,
ensure competitive quotes
Implement “Quote through Order”
via integration with company’s ERP
system Attribute-Based pricing
Hierarchical discounting policy – quote-
level, line-item level, component level
Multiple pricing book for
different countries / regions
Recommended
spares
Guided Sales Software For Safety & Pressure Relief Valve Sizing, Selection & Quotation
preciseValve
Editing a quotation
Quotation Management
Guided Sales Software For Safety & Pressure Relief Valve Sizing, Selection & Quotation
preciseValve
• Quote submission management
• File upload status
• All quote status
• Web interface to update status
& other information
• Dashboards – reports
Quotation Tracking & Reporting
Guided Sales Software For Safety & Pressure Relief Valve Sizing, Selection & Quotation
preciseValve
Technical Summary
Calculation sheet
• Covering Letter• Commercial Terms & Conditions• Warranty Information• Drawings
• Pricing summary• Spec sheets• Inspection & test Plans
Cover note
Pricing Summary
Proposal Package
Guided Sales Software For Safety & Pressure Relief Valve Sizing, Selection & Quotation
preciseValve
Data Analytics
• Detailed insight into sales funnel
• Insight into wining probabilities for different sales people, market s &
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 Sales Software For Safety & Pressure Relief Valve Sizing, Selection & Quotation
preciseValve
Guided Sales Software For Safety & Pressure Relief Valve Sizing, Selection & Quotation
preciseValve
Support for mobile devices
Sharing or forwarding check-in / check-out of
quotes for online as well as offline
applications using
• web service
• Database-to-database replication
• data synchronization framework
Collaboration
Guided Sales Software For Safety & Pressure Relief Valve Sizing, Selection & Quotation
preciseValve
Collaboration Workflows
Guided Sales Software For Safety & Pressure Relief Valve Sizing, Selection & Quotation
preciseValve
• Library –o Customer Libraryo ITP Libraryo Template Library
• Collaboration workflows – quote share, forward, etc.• Central Repository for quotes• Regional settings• Multi-language support for UI & reports• Preferences - select preferred Unit of Measurement (UOM)• What-if analysis - allows user to view impact of changes on quote• Multi-brand – opens opportunities for associated business units• Multi-product – easily bid on large projects where various products
from various brands could be integrated• Multi-pricing support – price-books for different regions• Excel, pdf extracts
Guided Sales Software For Safety & Pressure Relief Valve Sizing, Selection & Quotation
preciseValve
Other features
• User & Project level preferences
• Sharing & forwarding of quotes with defined access control & check-in check-out
• Project-level ITP’s
• Project-level accessories
• Attribute-level mass updates with automatic validations
• Revision management with compare & revert
• Management dashboards & workflows
• Price contract support
• Facility to import service conditions
• Integration with Intools
Project management
Guided Sales Software For Safety & Pressure Relief Valve Sizing, Selection & Quotation
preciseValve
Multiplying The Benefits Through Systems Integration
preciseValve
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 Sales Software For Safety & Pressure Relief Valve Sizing, Selection & Quotation
preciseValve
Product Definition Management (PDM)
Product data & rules detached from configurator and maintained separately with controlled publishing
Rules builder
Dependency rules
Database
Rules Product data
Dependency rules
Exclusion rules
Inclusion rules
Rules engine Configurator
Guided Sales Software For Safety & Pressure Relief Valve Sizing, Selection & Quotation
preciseValve
Product Definition Management
Control panel to define
hierarchy & dependency among
attributes
Guided Sales Software For Safety & Pressure Relief Valve Sizing, Selection & Quotation
preciseValve
Layered Architecture
Guided Sales Software For Safety & Pressure Relief Valve Sizing, Selection & Quotation
preciseValve
Architecture: desktop-based
Guided Sales Software For Safety & Pressure Relief Valve Sizing, Selection & Quotation
preciseValve
Architecture: Web-based
Guided Sales Software For Safety & Pressure Relief Valve Sizing, Selection & Quotation
preciseValve
Architecture: responsive design
Guided Sales Software For Safety & Pressure Relief Valve Sizing, Selection & Quotation
preciseValve
Architecture: support for mobile devices
Guided Sales Software For Safety & Pressure Relief Valve Sizing, Selection & Quotation
preciseValve
• 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
$
BENEFI
TS
Guided Sales Software For Safety & Pressure Relief Valve Sizing, Selection & Quotation
preciseValve
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 experienced
valve application engineers having
decades of experience, & deep
understanding of sizing
methodologies including kinetic
energy management.
They know the business needs of
various stakeholders of the SSCPQ
process – sales, application
engineering, costing, order entry,
management.
They understand the pressures on
your engineering & sales teams
and use their time sparingly.
ExperienceTeam Retain your IP
100+ 100%Over 17 years
Over 17 years of experience in
delivering valve CPQ solutions.
We work with manufacturers of
control valves, safety valves, on-off /
isolation valves & steam traps, among
others.
We have provided solutions for steam
traps, multi-stage+multi-path trims
for severe service applications,
pressure reducing desuperheaters,
orifice plates & safety valves.
We understand product
configurations, application rules, QA
codes & BoM structures.
Configurator Solutions
3 of the Top 5 valve companies use our SSCPQ solutions
Over 8000 users in 57 countries worldwide use valve sizing & selection software from Configurator Solutions, in 9
languages. Products worth USD 980 million are quoted using our application, 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.ValveCPQ.com
www.ConfiguratorSolutions.com
Configurator Solutions
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