Client Case Study
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Client Story

A Leading Rotating & Reciprocating Manufacturer Reduces Quote Time from 24 Hours to 30 Minutes.

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The Challenge

The Challenge

Manual sales and engineering processes result in
significant quote delays and deliveries.

The leading manufacturer of rotating and reciprocating machinery for diverse industries, such as oil and gas, power generation, and marine, faced a bottleneck in its quoting design processes that caused friction between
sales and engineering, ultimately leading to a poor customer experience and delays. CDS Visual CPQ and CAD Automation solutions offered effective features to streamline their sales and engineering processes for configured products leading to a 40% increase in conversion.  

Additional challenges faced: 
  1. High quote and design lead times due to manual drafting of CAD assets. (Quotes would take days plus 8-10 hours per CAD drawing).
  2. A backlog of design jobs leading to quote and project delays.
  3. Reliance on multiple Excel files and calculators for critical design needs.
  4. Use of legacy programs and manual processes.
  5. Loss of tribal knowledge with an employee retirement. 

Read this story to discover how this equipment manufacturer overcame these challenges. 

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About the Rotating & Reciprocating Equipment Manufacturer

This rotating and reciprocating Equipment Manufacturer delivers performance-critical solutions for rotating and reciprocating machinery across the oil and gas, power generation, marine, industrial, chemical, and general processing markets. Their portfolio includes hydrodynamic bearings, active magnetic bearings, system and bearing protection, reciprocating compressor valves, sealing technologies, pistons, rods, and more. Each solution is custom-configured and engineered to provide optimum efficiency, reliability, and productivity and is backed by comprehensive aftermarket services.

 
Benefits seen using CDS Visual CPQ and CAD Automation 
  • Reduced quote and design lead time from 24 hours to 30 minutes.
  • Eliminated backlog: The streamlined process has cleared the design backlog, enabling faster project completion.
  • Automated calculations and BOM generation minimize errors and ensure design consistency for Inventor 3D models.
  • The user-friendly configurator gives users the ability to save, search, and reload configurations.
  • Captured tribal knowledge in a single platform. 
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