Integration of CPQ and product configurator

For more efficient processes

Effortless integration of CREALIS® CPQ in your IT infrastructure, resulting in a consistently highly flexible system landscape

CREALIS® CPQ reve­als its full poten­ti­al in your com­pa­ny by inte­gra­ting in your exis­ting IT sys­tem land­scape. The open sys­tem archi­tec­tu­re means that CREALIS® is com­pa­ti­ble with any sys­tem, whe­ther Micro­soft Dyna­mics 365, Sales­force, SAP or other sys­tems. This means you can har­mo­ni­se busi­ness pro­ces­ses, speed up appr­oval pro­ces­ses, redu­ce main­ten­an­ce effort and avo­id red­un­dan­cy.

CREALIS® CPQ becomes part of the system landscape and optimises the workflow

CREALIS® CPQ has stan­dar­di­sed inter­faces and can be used as a cen­tral link to exis­ting ERP, CRM, PIM and CAD sys­tems within your pro­cess land­scape. Link CREALIS® CPQ with mas­ter data from ERP and PIM sys­tems, thus avo­i­ding the need for manu­al data updates. As well as mas­ter data, pro­per­ties and pri­ces from the ERP soft­ware, images, mar­ke­ting texts, tech­ni­cal spe­ci­fi­ca­ti­ons and other docu­ments can also be trans­fer­red to the con­fi­gu­ra­tor.

Data from the CPQ appli­ca­ti­on can be trans­fer­red to asso­cia­ted sys­tems. For exam­p­le, order-rela­ted data can be trans­fer­red to the ERP sys­tem. Fol­low-up pro­ces­ses, such as order crea­ti­on or the crea­ti­on of bills of mate­ri­als are initia­ted direct­ly. The enti­re pro­cess work­flow is opti­mi­sed by inte­gra­ting CREALIS® CPQ.

Adelbert Haas GmbH


Establishment of bidirectional interfaces at Haas Schleifmaschinen GmbH

ORISA took on the task of estab­li­shing the neces­sa­ry bidi­rec­tion­al inter­faces bet­ween ERP sys­tem Time­Line, Micro­soft Dyna­mics CRM and CAD sys­tem Solid­Works® and the CREALIS® pro­duct con­fi­gu­ra­tor. The con­fi­gu­ra­tor is always cal­led from the CRM sys­tem. If a con­fi­gu­ra­ti­on con­cludes with the crea­ti­on of an asso­cia­ted bill of mate­ri­als, this is used for pri­cing pur­po­ses and to deter­mi­ne the deli­very time from the rele­vant plan­ned times in the ERP sys­tem. Final­ly, the CRM sys­tem deli­vers a bin­ding offer to which spe­ci­fic data sheets, tech­ni­cal dra­wings, manu­als and over­views rela­ting to access­ories can be atta­ched.

CREALIS® CPQ links to parallel systems for even greater efficiency

Use pro­ven tech­ni­ques, exter­nal func­tions and exis­ting logic sys­tems in your CPQ solu­ti­on. It is pos­si­ble to com­mu­ni­ca­te with other sys­tems ful­ly auto­ma­ti­cal­ly with the CREALIS® CPQ soft­ware and the results can con­ti­nue to be used direct­ly within the con­fi­gu­ra­ti­on. The con­fi­gu­ra­ti­on and quo­ta­ti­on pro­cess is even more effi­ci­ent, as it is no lon­ger neces­sa­ry to make a manu­al switch to exter­nal sys­tems. CREALIS® CPQ opens up a wide ran­ge of opti­ons, from the incor­po­ra­ti­on of a simp­le Excel data­sheet to com­plex inqui­ries invol­ving mul­ti­ple web ser­vices or micro­ser­vices.

Viessmann


Integration of purchased parts in the configuration process at the Viessmann Group

The choice of a sui­ta­ble bur­ner can be added, depen­ding on whe­ther the indus­tri­al boi­ler to be con­fi­gu­red is oil- or gas-fired. As Viess­mann does not pro­du­ce bur­ners its­elf, the­se are bought in. The­se bur­ners are ful­ly inte­gra­ted in the con­fi­gu­ra­ti­on pro­cess. The resul­ting para­me­ters for choo­sing a sui­ta­ble bur­ner, e.g. volu­me, are sent to the sup­pli­er via the web ser­vice. Thus, during con­fi­gu­ra­ti­on, an inquiry is com­pi­led and sent to the bur­ner sup­pli­ers that reports their con­fi­gu­ra­ti­on results — as deter­mi­ned with their own con­fi­gu­ra­ti­on sys­tems — in real time. The user can then deci­de on one of the alter­na­ti­ves offe­red to him. This bur­ner is cle­ar­ly iden­ti­fia­ble via an inquiry num­ber and is auto­ma­ti­cal­ly dis­play­ed in the offer.

CREALIS® CPQ as a black box – for even greater individuality

Per­haps you have alre­a­dy deci­ded on an indi­vi­du­al­ly tail­o­red front end accor­ding to your cor­po­ra­te design based on CREALIS® CPQ and now want to offer your cus­to­mers your own indi­vi­du­al solu­ti­ons bey­ond the exis­ting cus­to­mi­sa­ti­on opti­ons? CREALIS® can be available as a black box via web ser­vices in the back­ground. This func­tion­a­li­ty is used, among other things, to check the vali­di­ty of exis­ting offers from a CRM run­ning in the back­ground.