Challenges in the valve sales process

Plant designers face multiple constraints during the design phase. Some of these include - optimizing product quality, controlling sound levels, reducing downtimes, minimizing power consumption, simulating the various real-life scenarios possible during actual plant operation and managing high volumes of paperwork related to various regulations & standards.

Valves are a crucial component in the manufacturing set-ups of various industries. They require sizing, selection and/or configuration to ensure the desired process performance for the customers' specific flow control requirements. This tends to be a complex process, given the multitude of valve service conditions and customer specifications. Without the right tools, both sales as well as customers could find the process cumbersome.

Valve sizing and selection are complementary stages. When performed correctly, they result in product choices & configurations perfectly matched to the customer's service conditions. This effectively helps reduce downtime caused due to faulty valve selection, during the lifetime of the valve. Customers might often be aware of only their specific service conditions but not of options in materials, valve models, trims or accessories that could be chosen to meet these requirements. Hence making the right choice from the multiple options usually available can be time-consuming & confusing for them.

On its part, the sales force would like to minimize the time spent on tasks such as researching product catalogs & price books; it would prefer to devote more time to activities such as prospect generation or nurturing existing business relationships. Accurate pricing could also be a challenge since price depends upon various factors such as valve model, size, ratings, materials, type of trim & accessories. In a global scenario, there are further complexities of distinct pricing policies for different regions, customer specific pricing and support for multiple currencies. Quick & accurate response to customer enquiries is the key to success here.
 

Challenges in the valve sales process

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Challenges in the valve sales process

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Challenges in the valve sales process

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CPQ solutions for the valve sales process

 
Overview
 
Guided Selection
 
Pricing
 
Quotation
 
Other
 
Application Integration
 
Analytics
 
Product Information Management
 
Implementation

Overview

preciseValve mirrors the process followed by valve application engineers to identify a suitable product for a customer's specific service conditions. Only options that are technically suitable are permitted to be selected, preventing inaccurate configurations. As only feasible products are offered, the risk of product liability decreases considerably. Inaccurate orders are virtually eliminated. This results in major savings in cost and effort due to reduction in rejection & rework. Late orders, wasted inventory and customer service issues are avoided. It also saves time for the application engineering team, as they are freed up from routine configurations and can focus on really complex cases.

Guided Selection

preciseValve provides validations & warnings when incorrect configurations are chosen. This guides the user to the most technically correct product & its suitable configuration from among several valid & available options.

  • Valve model selection validated for temperature range that the valve can cater to
  • Rated Cv of the chosen valve model is compared against required / uncorrected Cv and Minimum Controllable Cv
  • Body Material - only materials that comply with design temperature & pressure rating check can be selected
  • Rating Class
  • Only rating classes that qualify based on the material selected & design temperature & pressure rating check are listed
  • Lowest rating class is selected by default prompting user to select best-cost option
  • Travel % for selected valve model
  • Cavitation
  • Flashing
  • Excessive velocity
  • Choked flow at 100% valve opening
  • Excessive noise
  • Back Pressure for flashing

Pricing

Price calculation is performed according to the selected configuration including all components and accessories, as total price or on the basis of single components. The configuration is linked to the price table and if necessary item number. Integration with other applications, such as ERP systems, is possible.

The manufacturer's pricing policy is enforced to ensure consistent & competitive quotes. A recommended spares list can also be generated for commissioning & operations. Management of prices for different markets and support of different currencies and optionally the conversion of currency rates are also offered.
 

 Key points

  • Dynamic product codes link configuration with price table & item numbers
  • Facility to select commissioning & recommended spare parts
  • Commercial & loading factors for manufactured & bought-out parts
  • Back calculation of discount
  • 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

Quotation

This module assists you in generating quick & accurate quotations. You can implement a flexible company pricing policy based on customers & regions, thereby ensuring competitive quotes. Quote-through-order solution can be achieved via integration with a company’s ERP.

A comprehensive, content-rich proposal package can be generated aligned with the organization's business needs. The contents include:

  • Attribute based pricing
  • Hierarchical discounting policy - quote-level, line-item level, line-item level, component level
  • Multiple price books for different countries / regions
  • Reports & other documentation generated
  • Reports for line items
  • Dimensional drawing
  • Inspection & Test Plan / Quality Plan / Factory Notes
  • Revision Impact Report
  • Line item pricing
  • For Control Valves - ISA specifications sheet , analysis/calculation sheet, Flow Characteristic Curve
  • Project level reports
  • Pricing summary
  • Inspection & Test Plan / Quality Plan summary
  • Covering note, terms & conditions

Quotation Tracking & Reporting

  • Quote submission management
  • File upload status
  • All quote status
  • Web interface to update status & other information
  • Dashboards – reports

Other

Supporting features

  • Visual Indicators for line item status & configuration validity, factory review
  • Share project / quote files with other users
  • Unique quote & line item identifier
  • Quote submissions to factory

Architectural highlights

  • Standalone / Web-based construction
  • Multi language
  • Multiple brands & products can be incorporated, makes it easy to bid for large projects where various products from various brands could be
  • integrated, opens up opportunities for associated business units
  • Multi-pricing support - different price-books can be maintained for different regions
  • Localization support for different regional Windows editions
  • Centralized control over individual user functions
  • Data security
  • Backward compatibility - ability to work on quotes created in previous

Key Features For Large Projects

  • Mass change – allow configuration revision, validation & price auto-calculation for multiple line items
  • Template overlay – facilitates application of one or more configuration sections from a template to one/ one selected line items
  • Filters-line items based on specified attribute criteria, for revisions & discounting
  • Spreadsheet view, what – if analysis

Application Integration

Since our solutions form part of a larger IT infrastructure, we routinely work with clients to integrate our solutions with their ERP systems.

Integration of sales applications with enterprise systems helps multiply the advantage by protecting existing investments in technology, reducing manual intervention and enabling smooth flow of information across the enterprise. Post sales, ETO manufacturers need to be able to execute on final design and production. Their entire process from quote-to-order-to-production needs to be integrated so they can manufacture on schedule and within budget.

Our software is architected to be flexible and provide integration with boxed products as well as custom applications - CAD, MRP/ERP, CRM & other enterprise applications which enables it to assure rapid returns on investment (ROI).

 

Analytics

As part of an overall sales solution, the software provides a central location to save and access all selections, configurations, and completed proposals - along with providing rich Business Intelligence on your sales operations.

Simply having more data to crunch doesn’t translate into smarter business decisions. And good salesmen don’t have time to do duplicate entry of proposal data and manually manipulate the numbers for business analysis. When you’re moving to keep pace with the market, there's no extra time or resources to enter data twice or comb through the data that matters.

Analytics offer insights that improve your ability to understand and predict market shifts. The software knows where the data is, which data is important, and how to present it in a way you can use.

The software helps management collate & analyse crucial sales information into actionable business knowledge.

 

Key points -

  • Detailed insight into sales funnel
  • Insights into winning probabilities for different sales people, markets & products
  • Helps improve forecasting, supply chain & inventory planning

A digital dashboard enables users to make informed business decisions. Quickly drill down to identify trends, measure efficiencies, and work out strategies. Highlight every aspect of your sales funnel.

 

Actionable Business Intelligence

  • 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 ins. -Industry Segment Analysis, Probability Forecast -Inquiry Assignment

Product Information Management

The product information management system & rules engine makes complex product & selection rule definition a simple task.

A proven 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

Product data & rules are detached from the configurator and maintained separately with controlled publishing. The rule-building process is GUI-driven, and no programming skill is required. Rules are built in an intuitive manner. Product information is defined in a scalable and easily-maintainable manner. It's easy to add new products, brands, models…

Implementation

preciseValve has been developed with the objective of providing an effective guided sales solution for engineered products companies. And Configurator Solutions is committed to ensuring quick returns for you on this strategic investment. Which is why implementation, training & support form an integral part of our solution.

The implementation process is multi-stage. Our consulting team works with senior executives from your organization to develop an implementation blueprint. We carry out an extensive study of your product lines and their features, the selection & configuration rules as well as your sales process. We also keep in mind the key objectives behind your decision to implement preciseValve.A custom implementation & training plan is developed that helps accelerate the deployment process and ensure rapid Returns on Investment.

After product modeling, the application is tested to iron out any process inconsistencies. Deployment of the solution is typically in phases, to ensure a smooth roll-out. During the training phase, we focus on making your team independent as quickly as possible.

A proactive support mechanism ensures that the benefits sustain over time. Support is an ongoing process during which we address any problems that might be faced by users. For example, application defects / usage issues, defect fixing, change requests, support for new product lines, changes to product selection rules, difficulties faced during installation or issues with project files.

 

Implementation methodology

Implementation

Guided sales solutions for Control Valve sizing & selection

 
Overview
 
Control Valve sizing
 
Control Valve Selection
 
Other
 
Proposal package
 
Optional features

Overview

preciseValve provides a user the various solutions available with ratings based on a set of Key Performance Indicators. The tool captures application requirements / process parameters such as fluid type & fluid properties, flow rates, permissible leakage, pressure or temperature ratings, cavitation index, noise levels, flow characteristics, location of the valve in the overall process, extent of pressure reduction, valve closing / opening time, type of actuation, etc. It automates calculations for Required Cv, cavitation indices, noise level, flashing, velocity, pressure-temp rating, actuator thrust requirements, stroking time, fugitive emission levels, etc. These Key Performance Indicators are iterated against the available product range to facilitate the selection of Fit-for-Purpose product type / series, trim type, valve size, rated Cv, ANSI rating, leakage class, end connections material of construction, actuators, accessories etc. It also facilitates generation of reports / documents such as specification sheets, flow curves, GA drawings, schematic drawings, ITPs, tag wise pricing sheets, project quotations, etc.


 

Control Valve sizing

  • Sizing calculations for multiple service conditions
  • Water, Liquid, Steam, Gas & Two Phase sizing
  • Standard fluid library & fluid properties
  • For liquids - vapor pressure, absolute viscosity & specific gravity
  • For gases - specific gravity, density & compressibility factor
  • Water & Steam Equations IAPWS 97
  • Compliance standards -PED
  • Sizing calculations for Cv /Kv (Uncorrected & Corrected), flow, P1 & P2
  • Flow Equations for Control Valves ANSI/ISA-75.01.01 (IEC 60534-2-1 Mod)-2007 standards or manufacturer’s proprietary methods
  • Control Valve aerodynamic noise prediction method IEC 60534-8-3 or manufacturer’s proprietary methods
  • Prediction of noise generated by hydrodynamic flow IEC 60534-8-4 or manufacturer’s proprietary methods
  • Orifice plate sizing
  • Restrictor / orifice plate sizing performed in conjunction with control valve sizing
  • Automatic selection of orifice plate size & number of plates required
  • Noise calculations for complete system
  • Cavitation Predication using Sigma Method or Fl method

Control Valve Selection

Warnings & recommendations for

  • Cavitation
  • Flashing
  • Excessive velocity
  • Choked flow at 100% valve opening
  • Excessive noise
  • Rated CV Vis-avis minimum controllable Cv
  • Back pressure for flashing

Warning & associated recommendation guide user to the most technically correct product configuration.

 

Alternative solutions

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

  • Compare alternative options against parameters such as:
    - Single service conditions - Multiple service conditions - Construction attributes - Performance attributes-flow characteristics, travel %, rated CV, predicted noise, - Price
  • Compare options
    - Graphically, for flow curves plotted against service conditions, or, - As configuration data
  • Select best-fit option against the most critical parameter/s

Other

Actuator sizing & selection

  • Calculations for thrust / torque taking into consideration Seat Load Force & unbalanced force for Balanced, Unbalanced or pilot trims, packing / friction load, seat leakage required
  • pilot trims, packing / friction load, seat leakage required
  • Actuator stroke requirement
  • One click auto-selection of actuator model, defaulting to the most economical model
  • Automatic selection of accessories based on stroke & travel time

 
 

Desuperheaters – Sizing & Selection

  • Supporting desuperheater & control valve together
  • Generates spec sheet, analysis sheet, drawing, factory notes / QA plans & pricing

Selection of these accessories can be performed based on the configuration requirements & service conditions.

  • Positioners – Pneumatic, Electro-Pneumatic, HART, FF, PF, etc.
  • Solenoid valves
  • Limit switches
  • Lockup valves
  • Volume tank & boosters
  • Air filter regulator
  • Tubings & fittings
  • Pressure controllers

Orifice Plate / Restrictor Sizing

  • Restrictor sizing performed in conjunction with valve
  • Automatic selection of orifice plate
  • Automatic selection of the number of plates required
  • Noise calculation as a system i.e. Control valve + Orifice plate

Regulator, Levels - Sizing & Selection

  • Level sizing & selection
  • Regulator sizing & selection

Proposal package

  • ISA specifications sheet
  • Manufacturer’s Standard Specification Sheet
  • Analysis/calculation sheet
  • Flow Characteristic Curve
  • GA Drawings
  • Schematic Drawings
  • Actuator Thrust Calculation
  • Stroking Time Calculation
  • ITPs
  • Notes Sheet
  • Tag Wise Pricing sheets (based on list prices)
  • Complete quote package

Dimensional drawing
Factory notes
Flow curve
ISA spec sheet

Optional features

  • Customization of Material of Construction, Trim Characteristics, etc.
  • Central Repository
  • Generation of spares list for individual line item or for the complete quote
  • Market Intelligence module
  • Integration with ERP
  • Accessories Library
  • Cost-based Pricing

CPQ software for Safety Valve sizing, selection & quotation

 
Overview
 
Safety Valve sizing
 
Calculations
 
Selection
 
Commercial
 
Others

Overview

preciseValve for SRV/PRV calculates the required orifice area for the proper working of the SRV/PRV, based on input process parameters such as operating pressure, set pressure, MAWP, back pressure, relieving temperature, design temperature , required capacity & rupture disk factor, etc. It compares the calculated area to a standard list of orifices available and selects the appropriate model with a proper rated capacity. It also performs area based sizing wherein the user can specify the required orifice area. The software incorporates international standards like ASME section VIII, ASME section I and DIERS API 520 part I APPENDIX D.
 

Safety Valve sizing

  • Sizing calculations for multiple service conditions
  • Water, Liquid, Steam, Gas & Two Phase sizing
  • Standard fluid library & fluid properties
  • For liquids - vapor pressure, absolute viscosity & specific gravity
  • For gases - specific gravity, density & compressibility factor
  • Water & Steam Equations IAPWS 97
  • Compliance with - API RP 520, ASME Sec VIII / III / I standards
  • DIERS Method for two-phase sizing
  • Fire Sizing, Multi Valve Sizing

Calculations

Liquid, Steam, Gas/Vapor

  • ASME Section VIII (API 520, Part I, 8th Edition)

Fire

  • API 521/ API 520, Part I, 8th Edition

Two-phase (DIERS method)

  • Mass Flux from direct Integration (C.2.1)
  • Flashing/Non Flashing 2-Phase (C.2.2)
  • Sub-cooled / Saturated Liquid (C.2.3)

Boiler system sizing

  • ASME Boiler and Pressure Vessel Code, Section I

Multi-valve sizing

  • Facilitates selection of more than one valve to meet the Capacity Requirements

Selection

Alternative options

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

  • Compare alternative options against parameters such as:
    - Performance attributes – flow / capacity, area - OR Price
  • Compare options Graphically OR as configuration data
  • Select best-fit option against the most critical parameter/s

Commercial

Pricing

  • Selected configuration priced on Valve Model, Valve Size, Body Material, accessories & ITP
  • Multiple price books
  • Component-based pricing
  • Multi-level discounting
  • Multi-currency pricing

Proposal package

  • Specifications sheet
  • Calculation Sheet
  • GA Drawing
  • ITPs
  • Notes Sheet
  • Tag Wise Pricing sheets (based on list prices)
  • Complete quote package
  • SPIR (optional feature)

 
 

Others

Selection of accessories

  • 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

Guides user in accurate selection of valves based on process conditionsProvides selection of bellows, orifice, interchangeability factor, material, deviation, seat, lever/cap and disc.

  • 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:
       -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) -Capacity
    – Above area equations are rearranged to calculate capacity
    - Noise - API 521 contains Noise equation for gas in 7.3.4.3 - Reaction Force - API 520 Document Part II - Outlet Static Pressure - API 520 8th Edition

BoM generation

Based on product selection, relevant list of parts & Materials of Construction get populated
 

 

Quality & Test Plans / Inspection & Test Plans (ITP)

  • 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

Selection & Quotation solutions for On-Off Valves

 
Calculations
 
Selection
 
Commercial
 
Other

Calculations

E.g., Condensate Load Calculation for Steam Traps

  • Calculations for -
    - Condensate Load for Heat Exchanger Raising Flowing Water Temperature - Condensate Running Load of an Insulated Steam Main - Condensate Running Load of a Partially-Insulated Steam Main - Condensate Total Start-up Load of an Insulated Steam Main - Condensate Total Start-up Load of a Partially-Insulated Steam Main - Heating Air with Steam Pipe Coils - Flash Tank Steam Trap Load

Selection

Guided valve selection

E.g., Thermodynamic steam traps selection

  • User inputs required -
    - Steam Inlet Pressure - Condensate Load – manual input or calculated

Appropriate models which can meet the capacity requirements considering Condensate Load & Steam Inlet Pressure are filtered

Actuator sizing & selection

  • Actuator stroke requirement
  • Auto-selection of actuator model (defaulting to the most economical option)
  • Automatic selection of accessories based on stroke & travel time
  • Calculations for thrust & torque – Seat Load Force & unbalanced force for main & pilot valve
  • Volume tank calculation
  • Graph for run torque calculation (for rotary actuator)

Selection of accessories

Eases selection of

  • Positioners
  • Solenoid valves
  • Limit switches
  • Lockup valves
  • Volume tank & booster
  • Air sets
  • Tubing & fittings
  • Pressure controllers

Commercial

Pricing

  • 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 price books for different countries / regions
  • Recommended spares
  • Multi-currency pricing
  • Multiple price books
  • Component-based pricing
  • Multi-level discounting

Proposal package

  • Analysis/ calculation sheet
  • Dimensional drawing
  • Inspection & test plan
  • Revision Impact Report
  • Covering note, terms & Conditions
  • Line item pricing
  • ITP Summary

Quotation tracking & reporting

  • Quote submission management
  • File upload status
  • All quote status
  • Web interface to update status & other information
  • Dashboards - reports

Other

Drawing generation

Displays drawings with dimensional data & weight information

 

Workflows

Automate complete process from enquiry, product selection & configuration, pricing through quotation via workflows

  • Capture enquiry
  • Assign enquiry
  • Enquiry follow-up

Import line items from Excel file

  • Useful for projects with high number of line items
  • Leverage the convenient editing functionality of Excel
  • Cuts data entry time
  • Pricing calculated automatically

Mass update for large projects

  • Useful for projects with high number of line items
  • Save time on individual editing
  • Faster response to customer change requests
  • Updated line items can be exported to Excel

Filter and update selected large number of line items together

Benefits through the sales cycle

 

Our guided sales configurator software (CPQ software) for engineered products simplify & speed up the configuration, pricing and quotation of your complex & customized products. It leads your sales teams to optimal product configurations based on customer requirements.

The process of performing engineering calculations, evaluating suitable product alternatives & finally generating the necessary commercial documentation is fully automated. This reduces errors & boosts sales productivity. Risk of missed opportunities caused due to insufficient time to respond is reduced. Accuracy of quotes is enhanced. Knowledge about product configuration is captured in the form of rules assisting the retention of crucial product & process knowledge, mitigating the risk of knowledge drain.

We enable you to deliver product & pricing knowledge directly to your sales force, ensuring that you meet your customers' needs for complex engineer-to-order products. Application engineering knowledge is captured in the form of engineering calculations and selection & configuration rules. And the application engineering team is able to focus on more critical cases / complex configurations.

 
  • Increased sales & engineering productivity
    - Realize gains of up to 40% by creating more accurate and comprehensive proposal packages, in far less time - Faster quotes, reduced turnarounds, increased time with new prospects for Sales Teams - Application engineering freed up to focus on complex cases - Shorter proposal lead-times - Higher revenues through better sales hit rate
  • Accurate quotations - Even a minor error contributes to cost overruns & loss of business goodwill. With our solutions, errors in quotations are a thing of the past.
  • Higher customer satisfaction - Guided buying simplifies complex product selection - Provides customers better insight into their own requirements - Offers them clearer understanding of your product lines - Only valid features and options presented, no possibility of errors during product selection & configuration
  • Reduced operational costs
    - Reduced cost of rework (caused by inaccurate configurations & quotes) - Reduced cost of sales, reduced need for technical support for configurations &   quotations - Reduced costs of printing & distributing printed catalogs & price books
  • Standardized processes
    - Standardize sales & distributor operations through a uniform system
  • Streamlined production & procurement
    - Link front- and back-end systems to maximize efficiency and effectiveness. - Technically buildable configurations translate into smoother & on-time manufacturing
  • Sharper business intelligence
    - Better insights into individual & group sales performance, better coordination with     distributors, more accurate planning through more precise - revenue forecasts
  • Distinctive branding, competitive differentiation - Customize your solution using logos & other branding tools - Brand the organization as having structured processes & engineering tools - Make your organization easier to work with - Differentiate your company from the competition
  • Knowledge Management - Critical product knowledge retained within the organization, saves training cost & time

Benefits Calculator

Our industry-focused tool helps you visualize how our software benefits your business across its various functions.

The Benefits Calculator helps you quantify the positive impact of our software on your business. For the calculations, please provide some key sales data. This exercise will take only a few minutes. Your data will not be retained by us.
 

Quantify the benefits