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Digital Sales & CPQ
Automation of the sales process and offer configuration.
Product Customization
Guided configuration of complex products.
Product Data Management
Centralized management of technical product data.
Product Lifecycle
Control of the product lifecycle.
Document Management
Manage your documents throughout business processes.
–
Project & Workflow
Collaborative management of projects and workflows.
Service Lifecycle Management
Post-sales management and assistance processes.
Spare parts
Complete management of technical spare parts.
Collaborative Portals
Secure sharing with customers, suppliers and internal departments.
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Preanalysis Questions for Configurator Project.
Δ
First and Last Name
(Required)
Company
(Required)
Email
(Required)
Enter Email
Confirm Email
General project information
Describe the project you intend to carry out
Estimated timeframe for project startup and closure
Identify/indicate a project contact person and key users for pre-release testing phases
Indicate IT department contacts (if any) who can support integration vs. your application ecosystem
Which Departments or Actors will be integrated into the project?
Sales Area
End Customers ( End Users)
Retailers / Distributors
Large Distribution
Technical Area / Product Development
Service
More
For each function/actor, specify what critical issues need to be resolved or what opportunities can be brought to bear using the configurator
What kind of configurator do you intend to make?
Technical product configurator
Configurator with 3D rendering
Production layout configurator
BOM configurator
Commercial Configurator / Estimator
Coster
Document configurator
Define goals for the release of the solution.
(define whether to proceed with phased releases focusing on a subset of products, if so which ones and why, or on a specific target users) then indicate the phases that are assumed.
Is it necessary to set up a Repository/Portal to keep track of configurations made and model specific workflows? If yes detail the operational flows.
Specify the platforms and software solutions to be integrated into the project (data sources and repositories )
CRM
Specify the CRM in use Indicate What and what type of information is to be managed
ERP
Specify the CRM in use Indicate What and what type of information is to be managed
PDM / PLM
Specify the CRM in use Indicate What and what type of information is to be managed
CAD
Indicate the CAD(s) in use
DOCUMENTAL
Indicate What and what kind of information is to be handled
Rules on Excel Sheets / Windows Folders / Internally Developed Software / Databases / Legacy
Specify its use
Detailed product information
Production models in place for the products covered by the project:
MTS (Make To Stock, Production To Warehouse)
MTO (Make To Order, Production to Customer Order)
ATO (Assemble To Order, Assembly To Customer Order)
ETO (Engineer To Order, Design To Customer Order)
Peculiarities of the products/services covered by the project:
CONFIGURATOR - Part of INPUT
The user interface of the configurator shall be:
Graphical user interface
Graphical touchscreen interface
User interface with classic controls (checkboxes, radio, text , image , drop-down lists, grids..)
Advanced interface with 2D / 3D Graphic Editor
Are there language or currency localizations for the configurator? If yes please specify
Is it necessary to provide different configuration modes (e.g., simplified or advanced ) for different types of users? If yes detail differences/purpose
For the input part, it is necessary to formalize the fields and their choice values. If they are available in database or excel file attach here:
Max. file size: 150 MB.
It may be useful to define "wireframes" that is, first-level drafts that illustrate the structure of the application for requesting user input with step-by-step logic. If available attach them. [ useful example link for making wireframes https://app.moqups.com/]
Max. file size: 150 MB.
CONFIGURATOR - Part of OUTPUT
Indicate the types of output you expect to get
BOM
Technical Data
CAD files
BIM
Bidding Documents
CONFIGURATOR - PART OF RULES
Does the production of outputs require interpretation of rules that you intend to manage on tools outside the configurator? (External DLLs, Databases, Excel). Specify
Indicate the contact person, if any, responsible for managing/maintaining the rules
Close Menu
Technology
Solutions
–
–
Digital Sales & CPQ
Automation of the sales process and offer configuration.
Product Customization
Guided configuration of complex products.
Product Data Management
Centralized management of technical product data.
Product Lifecycle
Control of the product lifecycle.
Document Management
Manage your documents throughout business processes.
–
Project & Workflow
Collaborative management of projects and workflows.
Service Lifecycle Management
Post-sales management and assistance processes.
Spare parts
Complete management of technical spare parts.
Collaborative Portals
Secure sharing with customers, suppliers and internal departments.
Resources
–
–
Blog
Brochure
Ebook
Case Studies
Product Configurator Use Cases
Product Configurator POC questions
Webinar on demand
Who we are
–
WHO WE ARE
About Us
Villa Manuzzi
How to reach us
Become our partner
Contacts
Customer Area
–
CUSTOMER AREA
Login
Sign up
Become our partner
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