General Questions to All Manufacturers

CPQ Design and Maintenance

Managing Organizational Growth with Long-Term Flexibility

Steve Humes – Program Manager, Power Generation

Patrick Skaggs – Program Manager, Oil and Gas

JoAnn Currier – CPQ Business Analyst, Oil and Gas

Rocio Sarmienta – Information Technology

04/01/2015

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 Who Are We?
General Questions to All Manufacturers

 Based in San Diego, California, U.S.A.

 Founded in 1927
 World’s Largest Manufacturer of Industrial
Gas Turbines in the 1 to 22 MW Size Range
 Over 15,000 Gas Turbines Operating
in over 100 Countries
 Subsidiary of Caterpillar Inc. since 1981

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 Organization
General Questions to All Manufacturers

CATERPILLAR

SOLAR TURBINES

POWER CUSTOMER INFORMATION

OIL AND GAS
GENERATION SERVICES TECHNOLOGY

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 Oil and Gas
 Gas Compression,
Transmission, and Processing
 Offshore Power
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Our Customers
General Questions to All Manufacturers
 Power Generation
 Hospitals, Universities
 Industrial Processing
 Remote Power
 Waste to Energy
 Utilities
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 Global Workforce
General Questions to All Manufacturers

 7800 Employees Worldwide

 8 Manufacturing Facilities
 Nearly 30 Overhaul / Repair
Centers
 Over 100 Sales, Service and
Support Offices Worldwide

Over 300 Users of our CPQ

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 CPQ History
General Questions to All Manufacturers

Pre-2008

• Configuration Checksheet
• Limited Rules
• Copy and Paste Publishing

PDSWin PDSWin PDSWin

EXCEL EXCEL EXCEL
MSWORD MSWORD MSWORD
EMAIL EMAIL EMAIL
COPIES COPIES COPIES
TEMPLATES TEMPLATES TEMPLATES

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 CPQ History
General Questions to All Manufacturers

Initial CPQ (Phoenix)

• Self-Hosted
• One Business Unit
• Minimal Research
• 3 Resources (non IT)
• Schedule Driven
• Weak Maintenance Plan

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 CPQ History
General Questions to All Manufacturers

Each Product Contains Over 300 Design/Sales Options

• Over 800 Attributes

=
SLOW FAST

• Hundreds of Rules
PERFORMANCE

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 CPQ History
General Questions to All Manufacturers

FUEL SYSTEM TYPE GS-1 CS-1

(Select One)
CS-2 CS-3

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 CPQ Business Requirements
General Questions to All Manufacturers

Business Unit Visibility of Product

Admins Logic

Maintenance User Interface

Alignment with PLM Sales

Vision
Integration CPQ Requirements
Accessibility

Performance Scalability

Less than 5 Sec per Future Products and

refresh Integrations

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 CPQ Design
General Questions to All Manufacturers

25 SALES
300 - 50 DECISIONS
OPTIONS

Rules and
Attributes

Recommendation
Constraint Table Table

Pre-Configuration

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 CPQ Design
General Questions to All Manufacturers

Rules and
Attributes
Recommendations
Constraint Table
Table

Pre-Configuration

Master Product Additional

Table Supported Features

Smart Check Sheet

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 CPQ Design
General Questions to All Manufacturers

Smart Check Sheet

Checklist Style Interface Easy Maintainability

Smart CPQ Logic Maximum Performance

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 CPQ History
General Questions to All Manufacturers

Document Publishing and Maintenance

DOCUMENT ENGINE

ENGINEERING SPECS XML DATABASE

XSL SNIPPETS

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 Project Team
General Questions to All Manufacturers

Oil and Gas

Power Customer
Generation Services

Information Technology

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 CPQ Key Components
General Questions to All Manufacturers
Matrix
CPQ key Inquiry Package LTSA Technical Alliance
Components Process System Training Letters
Upgrades
Use Parts No No Yes Yes Yes

Pricing Rules Configuration Configuration Commerce Commerce No

Proposal PDF, Docx and Docx and PDF Docx and Docx and Docx and PDF
Format Excel reports Excel Reports Excel Reports
Proposal 150 pages 30 pages 25 pages 20 pages 15-60 pages
Length (≈)
Web Service Create/ Create Create/ Create/ No
Integrations Update Update Update
Backend Yes No No No No
Integration
Email Yes Yes No No Yes
notifications
Report Yes Yes No No No
Manager
Custom Yes (Configuration No No No No
Javascript buttons, open dialog
box, html )
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 Solar CPQ
General Architecture
Questions to All Manufacturers

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 Integrations
General Questions toOverview
All Manufacturers

CRM Legacy CPQ

Single Sign On
(SAML)
CPQ Middleware

Direct Database Access Additional

Features PDM/PLM
Database
Web Service Integrations

XML transfer using HTTP post

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 Sites andQuestions
General Migration Flow
to All Manufacturers

PRODUCTION

TEST

PS-DEV PS-QA
SANDBOX
Production Support
(< 2 weeks of development)

MD-DEV MD-QA

Major Developments
(> 2 weeks of development)

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 Enterprise Coordination
General Questions to All Manufacturers

Business
(O&G, PG, CS)

Global
Information
Enabling
Technology
Systems

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 Enterprise Coordination
General Questions to All Manufacturers

Business Data
• Selections
User Access and
• Rules
Training
• Pricing
• Proposal
Business
(O&G, PG, CS)
Enhancements
• User Groups
Support and
Troubleshooting
• Product
Changes
• Prioritization

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 Enterprise Coordination
General Questions to All Manufacturers

Programming
Service Desk
• Defects
• User Access
• Enhancements
• Site Down
• Development

Information Technology

Integration License Count

• Development
• Support
Server Issues

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 Enterprise Coordination
General Questions to All Manufacturers

Enterprise
Integration
Coordination

Global Enabling Systems

Enterprise
Goals

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 Release Authority/Cycle
General Questions to All Manufacturers

Business Program Manager Information Technology

• Data Tables • Commerce

• File Manager • Configuration
• Doc Engine • Util Library
• Integrations

Agile Lifecycle Management

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 Support Team
General Coordination
Questions to All Manufacturers

• User group meetings

User • Email issues/enhancements
Feedback

• Weekly meetings Business and IT

BPM Meetings • Enterprise monthly meetings – with CSA

• New product/offering implementation

• New feature/enhancement
Business
Requirements implementation

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 Resolve Issues
General Questions to All Manufacturers

User Identifies
Issue

Contact Program Contact Service

Manager Desk

Service Desk
Issue Tracker
Log

Resolve Issue Resolve Issue Resolve Issue (App

(Business Data) (Programming) Down/User Reset)

Inform User Inform User

Information
Business Close Issue Close Issue
Technology

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 Future Development
General Questions to All Manufacturers

Internal Proposal
• Add internal proposal configuration tools to existing CPQ
• Training / Warranty / etc

Integration
• Sales Tools and Forms

Administration
• Check in – Check out
• Admin Workflow

Sales Forms
(RFQ) CPQ Sales Tools

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 Questions
General Questions to All Manufacturers

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