Innovative CPQ Solutions in Engineering Workflow Automation

Engineering companies are continually seeking innovative solutions to streamline their workflows and improve efficiency.

In this blog post, we'll explore two unique and exciting concepts presented by representatives from Company X and Company Y, highlighting the power of workflow automation in the engineering industry.

Company X: Workflow Automation for Offshore Wind Projects

In a recent presentation, Walter from Company X showcased their workflow automation system, specifically designed for the management of offshore wind projects. This system focuses on reducing the time and effort required to manage project documentation and data, while also ensuring compliance with industry standards and regulations.

Company X's solution utilizes Tacton, a Configure-Price-Quote (CPQ) software, which enables the creation of a digital model for each project. This digital model serves as a single source of truth for all project data and documentation, allowing for efficient and accurate communication between various departments and stakeholders.

The key features of this workflow automation system include:

1. Automated document creation: By leveraging document templates and dynamically populating them with project-specific data, Company X's system can quickly generate consistent and accurate project documentation.

2. Change management: The system is designed to handle changes in project requirements, automatically updating affected documents and notifying relevant stakeholders.

3. Regulatory compliance: The digital model includes a built-in regulatory compliance matrix, ensuring that all project documentation adheres to industry standards and regulations.

4. Collaboration and communication: The system allows for seamless collaboration between departments, facilitating the sharing of information and reducing the risk of miscommunication and errors.

Company Y: Quotation System for Pulp and Paper

Company Y presented their unique configurator-based quotation system specifically designed for the pulp and paper industry. This system aims to optimize the quotation process, improve collaboration between teams, and ensure that accurate and consistent data is used throughout the project lifecycle.

The configurator system is based on Tacton's CPQ software and comprises several modules, each handling different aspects of the quotation process, such as scope definition, questionnaire, sizing, and document creation. The system is also set up to integrate with CRM and other external tools, enabling seamless data flow between applications.

Some of the key highlights of Company Y's configurator-based quotation system include:

1. Predefined quotation types: The system offers three predefined quotation types—Budget Light, Budget, and Firm—allowing users to select the appropriate level of detail based on the customer's requirements.

2. Team expertise management: The system allows the nomination of team members with specific expertise, ensuring that they receive notifications when their input is required.

3. Data import from external tools: The system is designed to read data from external tools, such as Excel files, to streamline the data input process and reduce manual errors.

4. Change management and notification: The configurator system can track changes in project requirements and automatically notify the relevant team members, ensuring that everyone is working with up-to-date information.

5. Dynamic document creation: Similar to Company X's solution, Company Y's system also enables the creation of dynamic documents, such as technical specifications, based on the data provided during the quotation process.

Conclusion

Both Company X and Company Y have developed innovative and powerful workflow automation solutions tailored to their respective industries.

By harnessing the power of Tacton's CPQ software, these companies have successfully streamlined their processes, improved collaboration between teams, and increased overall project efficiency.

As engineering industries continue to evolve, we can expect to see even more exciting advancements in workflow automation and digital transformation.

Both Company X and Y are customers of cpq.se.