CP Pumpen AG

Configure, Price, Quote
Manufacturing CPQ SoftwareDynamics 365 Finance & Supply Chain Management
Mar 9, 20214 min read
CP Pumpen AG
CP Pumpen Optimizes Complex Product Configuration and Technical Documentation from Dynamics AX

CP Pumpen AG is a leading manufacturer of premium-quality centrifugal chemical process pumps and a provider of services dedicated to helping customers increase energy efficiency and achieve sustainable environmental improvements in fluid-handling systems.

Established in 1948 and based in Zofingen, Switzerland, CP Pumpen operates internationally in more than 40 countries.

Client CP Pumpen AG
Partner Experlogix
Experlogix Product Experlogix CPQ
Historical Integration Microsoft Dynamics AX
Country Switzerland
Previous Configurator Invalid selections and unreliable documentation

Poor performance, complicated administration and inaccurate technical output led some users back to internal Excel tools.

Experlogix CPQ Buildable selections with BOM generation

Configuration logic helps prevent combinations that cannot be built while preserving flexibility for non-standard requirements.

CP Pumpen restarted its configuration initiative around the capabilities it needed most: valid selections, accurate technical information and BOM generation.
40+ Countries in CP Pumpen's international operations
80%+ Of sales generated outside Switzerland in the source case study
Benefits
  • Eliminate configuring incompatible options
  • Streamline BOM generation with accelerated, dynamic BOM drill down
  • Integrate product configuration with Dynamics AX
  • Improve technical documentation for complex pump configurations

Challenge

CP Pumpen AG, also known as CP Pump Systems, is an independent Swiss pump manufacturer with an international scope and a strong focus on technology.

The company had deployed Dynamics AX 2012 R3 in 2016 and developed an external pump configuration tool alongside the ERP implementation. The configurator upgrade, however, did not perform as expected.

Users were unhappy with the application and its performance. Administration was complicated, and the configurator could not reliably produce the valid technical documentation the business required.

As a result, many users bypassed the system and returned to internal Excel programs they had developed themselves.

Poor User Adoption

Users frequently bypassed the external configurator and returned to familiar Excel tools.

Invalid Technical Output

The existing system struggled to produce reliable pump datasheets, pricing information and bills of materials.

Configuration Problems

Product combinations could be selected even when they could not actually be built.

Difficult Administration

The external configurator was cumbersome to administer and performed below expectations.

Solution

Two years into the original configuration initiative, CP Pumpen restarted the project with clearer goals.

Technical document generation was identified as the critical gap in the previous configurator. Inaccurate pump datasheets, pricing information and bills of materials had made the old system difficult to use. The new solution needed to handle these requirements with greater speed, precision and accuracy.

The critical requirements for the restarted project
Valid pump configurations
Accurate pump datasheets
Reliable pricing information
Bill of materials generation

CP Pumpen returned to CPQ for a new evaluation. The team had considered Experlogix during its earlier configurator search and now revisited the platform with the lessons of the previous implementation in mind.

“CPQ had gained a lot of interest back then but did not win the race. After our experience with the choice made, the new project team was more than happy to get back to CPQ for a re-evaluation.”

Daniele Nardin Head of Marketing and After-Sales-Services/CCO

Technical documentation was one of the primary drivers. Integration with Dynamics AX simplified that part of the process, while the configuration modeling interface aligned well with the technical capabilities of CP Pumpen's team.

Dynamics AX Integration

Product configuration and technical information could work more closely with the company's ERP environment.

Buildable Configurations

Configuration logic helps prevent incompatible combinations that cannot be manufactured.

BOM Generation

The initial project deliberately focused on generating the manufacturing bill of materials.

Technical Documentation

Accurate technical information was placed at the center of the new configuration strategy.

Result

With the unused configurator still fresh in mind, CP Pumpen took a deliberately incremental approach to the new project.

Rather than attempting a full-scale deployment immediately, the team started with a lean configuration tool containing only the need-to-have functionality. The first priority was BOM generation.

A focused first phase
Start with the most complex product

CP Pumpen wanted proof that CPQ could handle its hardest configuration requirements, so the project began with its most complex pump model.

Begin with essential functionality

BOM generation was selected as the core need-to-have capability for the initial configuration tool.

“We wanted our sales tool to generate valid selections. With the old configuration tool, we had too many cases where combinations were selected which could not be built. This is now a thing of the past, while maintaining the flexibility to handle non-standard requirements.”

Daniele Nardin Head of Marketing and After-Sales-Services/CCO
Valid Product Selections

Product logic prevents combinations that cannot actually be built.

Non-Standard Flexibility

CP Pumpen retained the flexibility required to handle non-standard customer requirements.

BOM Generation

Manufacturing BOM generation became the foundational capability of the initial configuration model.

Complex Product Support

CP Pumpen intentionally validated the solution against its most complex pump model first.

Building on the initial deployment
  • Complete configuration models for the remaining product portfolio
  • Determine the organization's future CRM direction
  • Define the roadmap for additional CPQ functionality
  • Evaluate future access for agents and resellers
  • Potentially extend configuration access to customers
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