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Enterprise CPQ Platform for Global Valve Manufacturer
Client Overview
A UK-based multinational company specializing in the manufacturing of Control Valves and On-Off Valves, with a strong presence across Europe, North America, Asia, and the Middle East. The client serves industries such as oil & gas, power, chemical, and water treatment.
They needed a secure, modern web application that would allow engineers and global sales partners to collaborate on sizing and quoting from any location — without compromising data integrity or system performance.
Business Need
The client required a centralized CPQ software solution to replace disconnected tools and regional quoting practices. Their goal was to:
- Standardize valve configuration and pricing across global branches
- Reduce time spent on engineering validation and manual calculations
- Improve accuracy and turnaround time for technical quotations
- Integrate with existing CRM and ERP systems for seamless workflows
- Strengthen data security and access control across geographies
Our Solution: Full-Stack Enterprise CPQ Platform
We developed a custom enterprise-grade CPQ software tailored for the valve industry, using the latest Microsoft .NET technology stack. The platform was built to support global operations, technical complexity, and future scalability.
Key Features Delivered:
- Advanced Valve Sizing & Selection Engine
- Handles control and on-off valve configurations with support for Cv, flow %, ΔP, FL, XT, etc.
- Ensures ISO/ISA-compliant calculations with real-time validation.
- Modern, Intuitive User Interface
- Built using the latest .NET Core and responsive web technologies
- Optimized for desktop and tablet use
- Personalized dashboards and project tracking
- CRM & ERP Integration
- Bi-directional sync with Microsoft Dynamics CRM and SAP
- Auto-pulls customer, material, and pricing data
- Pushes finalized quotes to ERP for order processing
- Enterprise Security & Compliance
- Integrated Active Directory (AD) for user authentication
- Multi-Factor Authentication (MFA) for secure access across regions
- Role-based access control to protect sensitive project and pricing data
- Business Intelligence (BI) Integration
- Real-time reporting via Power BI dashboards
- Tracks user activity, regional quote performance, win/loss ratio, and pricing trends
- Multi-Language & Region Support
- Supports localization for multiple regions
- Quote templates available in local formats and currencies