pump sizing, selection & quotation software

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Sales Configurators for Pump Selection & Quotation Configurator Solutions

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Page 1: Pump sizing, selection & quotation software

Sa les Configura to r sfo r

Pump Se lec t i on & Quota t ion

Configurator Solutions

Page 2: Pump sizing, selection & quotation software

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

Sales Configurators for Pump Selection & QuotationprecisePump

Page 3: Pump sizing, selection & quotation software

Pump Selection

• Complete selection & configuration of pump system according to given operating conditions• Quick pump selection using capacity & head• Calculation of Viscosity & Consistency correction factors considering input parameters• Material of Construction selection as per pump configuration & service conditions• Supports common ways of duty point adjustment & performance curve calculation • Alternate pump configuration generated based on original pump configuration • Indexing of pumps based on efficiency, speed, Best Efficiency Point, BKW, minimum capacity, impeller

diameter & price

Product Configuration

• Each component of pumping system such as hydraulics, shaft seal, prime mover, coupling or base frame selected by combination of technical attributes

• Data-controlled configuration rules • Facility to import pump configuration from other pump configuration software.

Application highlights

Sales Configurators for Pump Selection & QuotationprecisePump

Page 4: Pump sizing, selection & quotation software

Price Calculation• Price calculated as total or based on the price of each component • Dynamic product codes link configuration with price table & item numbers• Facility to select commissioning or multiyear spare parts with list price • Commercial & Loading factors for manufacturing and bought out parts • Back calculation of discount for a given selling price

Document Reports & Drawings• BOM reports - list of components, Inspection reports like Quality Control Plan (QCP), Quality Assurance Plan

(QAP) available as per pump configuration• Quotation reports - Multiple Items, Data sheet, Lubrication chart, Terms & Conditions, Covering letters• Price sheet, Quotation Single Page, Spare parts, Price working sheet generated for pricing details • Generation of various drawings

Performance curves • Performance curves such as viscous performance curve, consistency performance curve, VFD (Variable

frequency drive) curve, VFD + viscous performance curve, etc. available as per user selection along with duty points

Application highlights

Sales Configurators for Pump Selection & QuotationprecisePump

Page 5: Pump sizing, selection & quotation software

Advanced quote & line item management features, convenient collaboration between teams/users

Dashboard

Sales Configurators for Pump Selection & QuotationprecisePump

Page 6: Pump sizing, selection & quotation software

Industry & Liquid (technical parameters)

• User can select pump type and series, also specify pump operating conditions like temperature, head, capacity, specific gravity, viscosity, etc.

• Special conditions like solid contents, stock type, can also be specifiedSelection based on:• Industry & application• Type of Pump• Fluid• Flow Rate or Capacity• Suction pressure• NPSHA • Density• Temperature• Presence of solids • Stock consistency• Viscosity• Fluid Vapor Pressure • Ph value

Service data

Sales Configurators for Pump Selection & QuotationprecisePump

Page 7: Pump sizing, selection & quotation software

Customer requirements of the pump where user can select following parameters:• Impeller• Pump Mounting• Bearing Bracket• Wearing Ring• Casing cover• Shaft sealing• Cooling Plan• Casing Drain• Operating Range of Rated Head• Operating Range of Rated Capacity

Capturing customer requirements

Sales Configurators for Pump Selection & QuotationprecisePump

Page 8: Pump sizing, selection & quotation software

• Selection of prime mover & RPM • Selection of VFD (Variable Frequency Drive) if pump is intended to work for multiple capacity and head

values• Inputs available:

o Multi DPs VFD

o Multi Speeds VFD

o Prime Movero Power

Reserveo Couplingo Coupling

Guardo Base Frame

VFD Selection

Sales Configurators for Pump Selection & QuotationprecisePump

Page 9: Pump sizing, selection & quotation software

• Make & model of the prime mover which meets the BKW, speed, frequency required is listed for user selection

• Selection of VFD based on Duty Points or speed• For the make & model chosen, further selection of the following features may be performed:

o Motor / Rotor Typeo Couplingo Coupling Guardo Base Frameo Pipingo Channelo Temp. Classo Protection Typeo Enclosureo Encl. Sub Typeo Installationo Mountingo Voltageo Duty o Insulation Class

Selection of Prime Mover

Sales Configurators for Pump Selection & QuotationprecisePump

Page 10: Pump sizing, selection & quotation software

• Single view for possible MOC’s for selection• User has option to select the desired MOC from the filtered list

MOC Selection

Sales Configurators for Pump Selection & QuotationprecisePump

Page 11: Pump sizing, selection & quotation software

This section provides facility to choose optional accessories for pump if required.• Counter Flanges • Pressure Gauge • Temp. Gauge • Pressure Switch• Instrument Mounting• Strainer Type• ARC Valve• Balancing Leak Off Line

Selection of accessories

Sales Configurators for Pump Selection & QuotationprecisePump

Page 12: Pump sizing, selection & quotation software

Suction pressure

can’t be less than Vapor

pressure

Consistency % not greater

than “X” depending on Pump Series

% of Solid

Particles

Application &

Industry

Viscosity limit

Operating Limits validations for

Pressure, Temperature, Capacity and

Head

Operating limits Minimum Maximum Unit

Data validations at each step ensure that the most appropriate model, parts & materials are selected

Product Selection - Validations

Sales Configurators for Pump Selection & QuotationprecisePump

Page 13: Pump sizing, selection & quotation software

Displays pumps suitable for given input conditions & corresponding values of the calculated parameters • Pump Type• Shut-off Head (m)• Shut-off Head (%)• Efficiency (%)• Best Eff. Pt. (%)• Effective Speed (RPM)• NPSHR (m)• BKW (Duty Point)• Power Reserve (%)• Motor kW - Desired• BKW Max• Motor kW - Offered• Impeller Dia. (mm)• Dia. Max./Min. (mm)• Q Minimum (m3/hr)• Price

Optimal Pump Selection

Sales Configurators for Pump Selection & QuotationprecisePump

Page 14: Pump sizing, selection & quotation software

• NPSHR• Discharge Pressure• Viscosity Correction Factor• Consistency Correction Factor• VFD Correction Factor• Shut-off Head

• Impeller Diameter• Efficiency• RPM• BEP• Synchronous speed• BKW

Calculations

Sales Configurators for Pump Selection & QuotationprecisePump

Page 15: Pump sizing, selection & quotation software

Compare alternative options against

• Performance attributes – BEP, impeller, RPM, etc.

• Price

Compare options

• Graphically – through efficiency curve

• As configuration data

Select best-fit option against

the most critical

parameter/s

Choose the best fit for purpose pump from a set of valid configurations, against key performance parameters

Guided Selection through Alternative Options

Sales Configurators for Pump Selection & QuotationprecisePump

Page 16: Pump sizing, selection & quotation software

• Help user quickly identify technically invalid or incomplete information• By changing an attribute or option, if other parameters are affected, visual indicators help identify affected

configuration

Visual Indicators

Sales Configurators for Pump Selection & QuotationprecisePump

Page 17: Pump sizing, selection & quotation software

• General Arrangement Drawing

• Production Drawing• Dimensional Drawing• Casing Drain Drawing• Flushing Plan Drawing• Quenching Plan Drawing• Cooling Plan Drawing• Coupling Drawing• Auxiliary Connections

Drawing• Cross Sectional Drawing• Adapter/Reducer drawing

Drawing generation

Sales Configurators for Pump Selection & QuotationprecisePump

Page 18: Pump sizing, selection & quotation software

• Role based access rights – dealers, internal users, customers

• Multi-language• Separate price-books for different regions• Multi-brand – opens opportunities for associated

business units• Multi-product – easily bid on large projects where

various products from various brands could be integrated

• Visual Indicators for line item status & configuration – validity, factory review

• Configuration revision, validation & price auto-calculation for multiple line items

• Customer-specific branding• Fluid library• Excel, pdf extracts

Visual indicators

Other features

Sales Configurators for Pump Selection & QuotationprecisePump

Page 19: Pump sizing, selection & quotation software

Supports • Currency-neutral list price• Price Contracts• Cost-plus Pricing• Attribute–based Discounting, etc.

Pricing

Sales Configurators for Pump Selection & QuotationprecisePump

Page 20: Pump sizing, selection & quotation software

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 SSCPQ

• Generates pdf price books

Sales Configurators for Pump Selection & QuotationprecisePump

Page 21: Pump sizing, selection & quotation software

Alliance Pricing

Sales Configurators for Pump Selection & QuotationprecisePump

Page 22: Pump sizing, selection & quotation software

QAP / QCP Dimensional drawing

• Quotations – brief, detailed• Comprehensive data / spec sheets • Lubrication chart• Spare parts• Multiple Pump Display • Consolidated Pricing Sheet • Terms & Conditions

• Pre-formatted Covering Letter• Pump curves• Dimensional drawings, pump or component drawings• Bill of Materials• Analysis/calculation sheet• QA / QC Plan• Revision Impact Report

VFD Performance Curves Quotation

Proposal package

Sales Configurators for Pump Selection & QuotationprecisePump

Page 23: Pump sizing, selection & quotation software

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

Sales Configurators for Pump Selection & QuotationprecisePump

Page 24: Pump sizing, selection & quotation software

• Quote submission management

• All quote status • Web interface to update

status & other information

• Dashboards – reports

Quotation Tracking & Reporting

Sales Configurators for Pump Selection & QuotationprecisePump

Page 25: Pump sizing, selection & quotation software

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

Sales Configurators for Pump Selection & QuotationprecisePump

Page 26: Pump sizing, selection & quotation software

• 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

Sales Configurators for Pump Selection & QuotationprecisePump

Page 27: Pump sizing, selection & quotation software

Collaboration Workflows

Sales Configurators for Pump Selection & QuotationprecisePump

Page 28: Pump sizing, selection & quotation software

Sales Configurators for Pump Selection & QuotationprecisePump

Multiplying The Benefits Through Systems Integration

precisePump

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

Page 29: Pump sizing, selection & quotation software

Product Definition ManagementProduct 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

Sales Configurators for Pump Selection & QuotationprecisePump

Page 30: Pump sizing, selection & quotation software

Layered Architecture

Sales Configurators for Pump Selection & QuotationprecisePump

Page 31: Pump sizing, selection & quotation software

Sales Configurators for Pump Selection & QuotationprecisePump

• 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

Page 32: Pump sizing, selection & quotation software

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 pumps, valves & various

industrial products & equipment.

We understand the pressures on your engineering & sales

teams and use their time sparingly.

Configurator Solutions

Page 33: Pump sizing, selection & quotation software

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

Page 34: Pump sizing, selection & quotation software

All logos are the property of their respective owners

Clientele

Page 35: Pump sizing, selection & quotation software

All logos are the property of their respective owners

Clientele

Page 36: Pump sizing, selection & quotation software

Thank you

Wilmington, DE, USA | Pune, MH, India | Milan, MI, Italy

+1 (302) 319-9983 | +91-20-4075-7600 / 666 | +39 (333) 967-2022

[email protected]

www.PumpCPQ.com

www.ConfiguratorSolutions.com

Configurator Solutions