Configuration Technology

Configuration Technology is used by very few companies across the globe. This unique technology helps in

  • Quicker product launch
  • Lesser man power leading to lesser cost
  • Ease of use to the end customer
  • Maintenance is easier
  • Knowledge base – Tool intelligence

Some of the significant features and benefits of this technology are discussed below.

Product Configurator
  • The unified configurator tool allows customers, sales staff and design engineers to easily assemble and customize product solutions
  • Supporting the use of relationships and rules for product configuration, allowing the layout and assembly of multiple products
  • Supporting the import of external and legacy configuration data and rules into the tool as well as building an entire configuration by user choice
  • Supporting complex pricing models that allow multiple prices lists to be associated with any product option, including customer-specific pricing and n-tiered discounting
Questionnaire and Guided selling
  • Ask the user questions to guide them to recommended options
  • Streamlines quoting and order entry by guiding users to the optimal products and options based on customer needs
  • Present alternative features and options based on needs-based input
Product Catalogs
  • Search for the right product based on multiple parameters
  • View detailed parts profiles including price, stock availability and manufacture details
  • Compare product features to select the best product for user's needs
Pricing and Quoting
  • Displays price, lead time and availability in real-time
  • Apply customer, channel, volume, and product-specific prices and discounts. Calculate costs, margins, and commissions
  • Manage special pricing and approval workflows. Support cost-based pricing and estimating
  • Automate workflow for quote approvals, collaboration. Track quote history across multiple quote revisions
  • The tool generates customer-friendly quotes & proposals based on configurator choices
Contract Generation
  • Customized Templates for configuring terms and conditions based on configurator options
  • Capture negotiated changes and customized terms and conditions based on legal reviews
  • Generate contracts in MS Word, Adobe PDF, Excel, and/or HTML
Integration
  • Support of multiple data formats and integration protocols including XML, web services, EDI, and flat data files
  • Interfaces for synchronizing material, customer, quote and order data between systems
Order Management
  • Generate orders in one click by converting quotes
  • Real-time submission to the ERP system via ERP integration
  • Route orders for review & approval with automated workflow
  • Confirm orders electronically and easily customize order forms and workflow using web admin tools
Analysis
  • Generate sales pipeline reports in real time
  • Track quotes (upto shipments) and order trends
  • Generate sales and material forecasts
  • Produce ad-hoc reports and graphs
General
  • Faster sales cycle as UT Tool lets customers choose the right products within minutes, and enhances sales staff's ability to make timely and accurate quotes. Reduce cost of sales while enabling 100% order accuracy
  • Automate 90% of complex quotation and order processing—with no engineering required and reduce lead times by 50-80%
  • Decrease order processing time for both standard and configured products