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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.