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Replacing Legacy Excel Tools with Cloud-Based CPQ
Client Overview
A well-established industrial valve manufacturer with a global network of agents and distributors. The company specializes in control valves and shut-off valves across various process industries, including oil & gas, chemical, and water treatment.
Business Challenge
For years, the client relied on Excel-based tools for valve sizing, selection, and pricing. While these spreadsheets were built by experienced engineers, they presented several major operational challenges:
- Version Control Issues: Different users had different versions of the Excel tool, causing inconsistencies in selection logic and pricing.
- Data Security Risks: Sensitive product data and formulas were exposed and sometimes unintentionally modified.
- Lack of Centralized Updates: Any update to formulas, pricing, or product data had to be manually emailed and applied by each user.
- Limited Visibility: Management had no real-time insight into quote status, usage patterns, or regional sales performance.
- No Integration: The Excel tool operated in isolation and wasn’t connected to CRM, ERP, or document management systems.
Solution
The client partnered with us to develop and deploy a cloud-based CPQ software platform tailored specifically for their valve product line. The solution included:
- Centralized Product Configuration :
All valve selection rules, sizing calculations (Cv, FL, Xt, etc.), and actuator logic were built into a secure, cloud-based engine with ISA-standard defaults and manufacturer-specific parameters. - Role-Based Access for Distributors and Internal Teams :
Internal sales teams and external agents could access the same platform via login credentials, ensuring consistent quoting and product selection. - Real-Time Pricing and Rules Updates :
Any change in pricing or selection logic was updated instantly across all users — no more emailing spreadsheets. - Automated Technical Documentation :
Datasheets, sizing reports, and quote PDFs were generated automatically, reducing engineering effort. - Analytics and Reporting : Management dashboards showed quote volumes, region-wise activity, and most selected product configurations.
Benefits
- What used to take hours in Excel was now done in minutes with guided workflows.
- Critical formulas and technical logic were locked down and centrally controlled.
- Distributors in different countries followed the same process, reducing errors and support calls.
- Quote tracking, popular configurations, and pricing trends could now be visualized in real time.