Solar Turbines: Managing Organizational Growth with Long-Term ...

General Questions to All Manufacturers

1 Caterpillar Confidential: Green

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



Who Are We?

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



Organization

CATERPILLAR

SOLAR TURBINES

OIL AND GAS POWER

GENERATION

CUSTOMER

SERVICES

INFORMATION

TECHNOLOGY



Our Customers

Oil and Gas

Gas Compression,

Transmission, and Processing

Offshore Power

Power Generation

Hospitals, Universities

Industrial Processing

Remote Power

Waste to Energy

Utilities



Global Workforce

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



CPQ History

Pre-2008

• Configuration Checksheet

• Limited Rules

• Copy and Paste Publishing

PDSWin

EXCEL

MSWORD

EMAIL

COPIES

TEMPLATES

PDSWin

EXCEL

MSWORD

EMAIL

COPIES TEMPLATES

PDSWin

EXCEL

MSWORD

EMAIL

COPIES

TEMPLATES



Initial CPQ (Phoenix)

• Self-Hosted

• One Business Unit

• Minimal Research

• 3 Resources (non IT)

• Schedule Driven

• Weak Maintenance Plan

CPQ History



Each Product Contains Over 300 Design/Sales Options

• Over 800 Attributes

• Hundreds of Rules

CPQ History

= SLOW FAST

PERFORMANCE



CPQ History

FUEL SYSTEM TYPE

(Select One)

GS-1

CS-2

CS-1

CS-3



CPQ Business Requirements

Performance

Integration

Maintenance

Sales

Requirements

User Interface

Scalability

CPQ

Business Unit

Admins

Alignment with PLM

Vision

Less than 5 Sec per

refresh

Visibility of Product

Logic

Future Products and

Integrations

Accessibility



CPQ Design

Pre-Configuration

Constraint Table Recommendation

Table

300 SALES OPTIONS 25 - 50 DECISIONS

Rules and Attributes



Smart Check Sheet

CPQ Design

Pre-Configuration

Constraint Table

Rules and Attributes

Recommendations Table

Master Product Table

Additional Supported Features



Smart Check Sheet

CPQ Design

Checklist Style Interface

Smart CPQ Logic

Easy Maintainability

Maximum Performance



Document Publishing and Maintenance

CPQ History

ENGINEERING SPECS

DOCUMENT ENGINE

XSL SNIPPETS

XML DATABASE



Project Team

Oil and Gas

Customer Services

Information Technology

Power Generation



CPQ key

Components

Inquiry

Process

Package

System

Upgrades

LTSA Technical

Training

Alliance

Letters

Use Parts No No Yes Yes Yes

Pricing Rules Configuration Configuration Commerce Commerce No

Proposal

Format

PDF, Docx and

Excel

Docx and PDF

reports

Docx and

Excel Reports

Docx and

Excel Reports

Docx and PDF

Proposal

Length (≈)

150 pages 30 pages 25 pages 20 pages 15-60 pages

Web Service

Integrations

Create/

Update

Create Create/

Update

Create/

Update

No

Backend

Integration

Yes No No No No

Email

notifications

Yes Yes No No Yes

Report

Manager

Yes Yes No No No

Custom

Javascript

Yes (Configuration

buttons, open dialog

box, html )

No No No No

CPQ Key Components

Matrix



Solar CPQ Architecture



Integrations Overview

CPQ Single Sign On

(SAML)

CRM

Middleware

Legacy CPQ

PDM/PLM

Web Service Integrations

XML transfer using HTTP post

Direct Database Access Additional

Features

Database



Major Developments

(> 2 weeks of development)

Sites and Migration Flow

MD-DEV MD-QA

TEST

PRODUCTION

Production Support

(< 2 weeks of development)

PS-DEV PS-QA

SANDBOX



Business

(O&G, PG, CS)


Global Enabling Systems

Enterprise Coordination



Business

(O&G, PG, CS)

User Access and

Training

Business Data • Selections

• Rules

• Pricing

• Proposal

Support and

Troubleshooting

Enhancements • User Groups

• Product

Changes

• Prioritization




Programming • Defects

• Enhancements

• Development

Integration • Development

• Support

Service Desk • User Access

• Site Down

License Count

Server Issues





Enterprise

Coordination

Enterprise

Goals

Integration

Global Enabling Systems




Business Program Manager

• Data Tables

• File Manager

• Doc Engine

Release Authority/Cycle


• Commerce

• Configuration

• Util Library

• Integrations

Agile Lifecycle Management



Support Team Coordination

User Feedback

• User group meetings

• Email issues/enhancements

BPM Meetings

• Weekly meetings Business and IT

• Enterprise monthly meetings – with CSA

Business Requirements

• New product/offering implementation

• New feature/enhancement implementation



Business Information

Technology

User Identifies

Issue

Contact Program

Manager

Contact Service

Desk

Resolve Issue (App

Down/User Reset)

Resolve Issue

(Business Data)

Resolve Issue

(Programming)

Inform User Inform User

Issue Tracker Service Desk

Log

Close Issue Close Issue

Resolve Issues



Future Development

CPQ Sales Tools Sales Forms

(RFQ)

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



Questions

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