pump sizing, selection & quotation software
TRANSCRIPT
Sa les Configura to r sfo r
Pump Se lec t i on & Quota t ion
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
Sales Configurators for Pump Selection & QuotationprecisePump
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
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
Advanced quote & line item management features, convenient collaboration between teams/users
Dashboard
Sales Configurators for Pump Selection & QuotationprecisePump
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
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
• 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
• 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
• 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
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
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
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
• 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
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
• 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
• 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
• 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
Supports • Currency-neutral list price• Price Contracts• Cost-plus Pricing• Attribute–based Discounting, etc.
Pricing
Sales Configurators for Pump Selection & QuotationprecisePump
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
Alliance Pricing
Sales Configurators for Pump Selection & QuotationprecisePump
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
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
• Quote submission management
• All quote status • Web interface to update
status & other information
• Dashboards – reports
Quotation Tracking & Reporting
Sales Configurators for Pump Selection & QuotationprecisePump
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
• 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
Collaboration Workflows
Sales Configurators for Pump Selection & QuotationprecisePump
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
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
Layered Architecture
Sales Configurators for Pump Selection & QuotationprecisePump
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
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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 pumps, valves & various
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
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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
www.PumpCPQ.com
www.ConfiguratorSolutions.com
Configurator Solutions