safety relief valve sizing, selection & quotation software

S iz ing , Se lec t i on & Quota t ion so f tware f o r

Sa fe ty & P ressure Re l i e f Va lves

Configurator Solutions

Industry

Standard sizing

calculations

Guided

Product

Selection

Selection of

accessories

Rules

engine

Systems

Integration

Business

Intelligence

Drawings

Quality &

Test

Plans

Content-rich

proposal package

Overview Of

Functionality

Guided Sales Software For Safety & Pressure Relief Valve Sizing, Selection & Quotation

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Sizing & Selection

Sizing in accordance with • ASME Code Sec VIII, Div 1• API 520• DIN EN ISO 4126 - 1• AD 2000 Merkblatt A2


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Sizing & Selection

Liquid

Gas / Vapor

Steam

ASME Section VIII (API 520, Part I, 8th Edition)


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Calculations - Liquid, Steam, Gas/Vapor

API 521/ API 520, Part I, 8th Edition

Vessel / tank data

Calculations - Fire


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• Mass Flux from direct Integration (C.2.1)• Flashing/Non Flashing 2-Phase (C.2.2)• Sub-cooled / Saturated Liquid (C.2.3)


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Calculations - Two-phase (DIERS method)

ASME Boiler and Pressure Vessel Code, Section I


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Boiler system sizing

Facilitates selection of more than one valve to meet the Capacity Requirements


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Multi-valve sizing

• Each valve model listed for selection is validated for its eligibility against Required Capacity

• Tool tips are provided on each option to help user choose the most appropriate option of the several valid options

• Selection based on:o Area -

Gas Required Area (API 520 8th Edition) Gas SCFM Required Area (API 520 8th Edition) Liquid Required Area: (API 8th edition) Steam Required Area (API 8th Edition) Two Phase Required Area (API 520 8th Edition)

o Capacity – Above area equations are rearranged to calculate capacityo Noise - API 521 contains Noise equation for gas in 7.3.4.3 o Reaction Force - API 520 Document Part IIo Outlet Static Pressure - API 520 8th Edition


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Guided selection

Guided Selection –

Through Alternative

Options

Compare alternative

options against

• Performance attributes –

flow / capacity, area

• Price

Compare options

• As configuration

data

Select best-

fit option

against the

most critical

parameter//s

Choose the best fit for purpose valve from a set of valid configurations,

against key performance parameters


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• Bellows• Balanced Piston• O-Ring Seat Seal• Thermoflex Disc• Dual Filters• Dual Pilots• Heat Exchanger• Backflow Preventer• Sensing Ring• Blowdown Valve• Pilot Discharge• Weather Shield• Exposed Spring• Slotted Bonnet• Pressure Spike Snubber• Pilot Lifting Lever• Studded Inlet• Pilot Valve Tester• Regulator and Air Filter• Heater Assembly• Cryogenic Disc


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Selection of accessories

Based on product selection, relevant list of parts & Materials of Construction get populated


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Bill of Materials

Displays drawings with dimensional data & weight information


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Dimensional drawings

ITP library

• User can choose from standard list of Factory Notes or Quality Test Requirements• Special Quality Test Requirements not available as standard offering can be added


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Quality & Test Plans


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Inspection Test Plans

• Selected configuration priced on Valve Model, Valve Size, Body Material, accessories & ITP • Multiple price books• Component-based pricing• Multi-level discounting• Multi-currency pricing


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Pricing


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Pricing

Quotation Management

Generate quick & content – rich

proposal package

Enforce company pricing policy,

ensure competitive quotes

Implement “Quote through Order”

via integration with company’s ERP

system Attribute-Based pricing

Hierarchical discounting policy – quote-

level, line-item level, component level

Multiple pricing book for

different countries / regions

Recommended

spares


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Editing a quotation

Quotation Management


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• Quote submission management

• File upload status

• All quote status

• Web interface to update status

& other information

• Dashboards – reports

Quotation Tracking & Reporting


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Technical Summary

Calculation sheet

• Covering Letter• Commercial Terms & Conditions• Warranty Information• Drawings

• Pricing summary• Spec sheets• Inspection & test Plans

Cover note

Pricing Summary

Proposal Package


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Data Analytics

• Detailed insight into sales funnel

• Insight into wining probabilities for different sales people, market s &

products

• Help improve forecasting, supply chain & inventory planning

• Reports generated

• Quote won –lost analysis, History Analysis, History Analysis

• Industry Segment Analysis, Probability Forecast

• Inquiry Assignment

• Rep Activity Report


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Support for mobile devices

Sharing or forwarding check-in / check-out of

quotes for online as well as offline

applications using

• web service

• Database-to-database replication

• data synchronization framework

Collaboration


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Collaboration Workflows


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• Library –o Customer Libraryo ITP Libraryo Template Library

• Collaboration workflows – quote share, forward, etc.• Central Repository for quotes• Regional settings• Multi-language support for UI & reports• Preferences - select preferred Unit of Measurement (UOM)• What-if analysis - allows user to view impact of changes on quote• Multi-brand – opens opportunities for associated business units• Multi-product – easily bid on large projects where various products

from various brands could be integrated• Multi-pricing support – price-books for different regions• Excel, pdf extracts


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Other features

• User & Project level preferences

• Sharing & forwarding of quotes with defined access control & check-in check-out

• Project-level ITP’s

• Project-level accessories

• Attribute-level mass updates with automatic validations

• Revision management with compare & revert

• Management dashboards & workflows

• Price contract support

• Facility to import service conditions

• Integration with Intools

Project management


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Multiplying The Benefits Through Systems Integration

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CRM

ERP

After market

CAD

• Customer &

quote history

• Costing information

• Quote to order

• Configuration attributes'

• Recommended spares

• GA drawings

• Solid models

Protect existing investments in technology,

reduce manual intervention & enable seamless flow of

information


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Product Definition Management (PDM)

Product data & rules detached from configurator and maintained separately with controlled publishing

Rules builder

Dependency rules

Database

Rules Product data

Dependency rules

Exclusion rules

Inclusion rules

Rules engine Configurator


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Product Definition Management

Control panel to define

hierarchy & dependency among

attributes


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Layered Architecture


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Architecture: desktop-based


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Architecture: Web-based


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Architecture: responsive design


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Architecture: support for mobile devices


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• Simplify product selection,

increased satisfaction

• Clearer understanding of

manufacturers’ products

• Better insight into their

own requirements

• Faster turnaround on

enquiries

• More competitively &

accurately priced

proposals, higher

profitability

• Better visibility into

up-/cross-sell

opportunities

• Application engineering

focuses on complex

configurations

• New engineers

productive faster

• Better control over

engineering data

maintenance

• Improved margin

control, more

competitive pricing

• Clear insight into

sales pipeline

• Faster product

launches, quicker

revenue realization

• Smoother & on-time

manufacturing

• Minimized order

processing time

• Reduced cost of

rework

Customer Sales Engineering Management Operations

$

BENEFI

TS


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You own 100% of your Intellectual

Property for your application. Any

proprietary engineering calculations

or algorithms created for you are not

used for other clients.

Our team includes experienced

valve application engineers having

decades of experience, & deep

understanding of sizing

methodologies including kinetic

energy management.

They know the business needs of

various stakeholders of the SSCPQ

process – sales, application

engineering, costing, order entry,

management.

They understand the pressures on

your engineering & sales teams

and use their time sparingly.

ExperienceTeam Retain your IP

100+ 100%Over 17 years

Over 17 years of experience in

delivering valve CPQ solutions.

We work with manufacturers of

control valves, safety valves, on-off /

isolation valves & steam traps, among

others.

We have provided solutions for steam

traps, multi-stage+multi-path trims

for severe service applications,

pressure reducing desuperheaters,

orifice plates & safety valves.

We understand product

configurations, application rules, QA

codes & BoM structures.


3 of the Top 5 valve companies use our SSCPQ solutions

Over 8000 users in 57 countries worldwide use valve sizing & selection software from Configurator Solutions, in 9

languages. Products worth USD 980 million are quoted using our application, annually.

User Base

All logos are the property of their respective owners

Clientele

Thank you

Wilmington, DE, USA | Pune, MH, India | Milan, MI, Italy

+1 (302) 319-9983 | +91-20-4075-7600 / 666 | +39 (333) 967-2022

[email protected]

www.ValveCPQ.com

www.ConfiguratorSolutions.com
