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Project process of a product configurator (CPQ)


Our guide explains you how to build a product configurator (CPQ), which steps are necessary for its success and how you as a company can contribute: checklist, milestones and project management.

How does the development of a product configurator work?

Every project starts with many unanswered questions and tasks to be done. What information and data do we need to build your desired product configurator? Which steps and tasks can you do on your own? What requirements has your product configurator to fulfil? What should the outcome look like?

All of these are important questions that we discuss together. Right from the start, it is important to work closely together. The more precisely the requirements are defined and the better the cooperation between us, the faster we will reach our goal.

To save you time and money, we have standardised our CONFIGON product configurator. In doing so, we build on our many years of experience from past projects. This way we can ensure that our product configurator optimally combines the factors "flexibility" and "quality". According to the modular design principle, our basic configurator can be built and extended individually quickly and easily. This means: You select your required functions and features - we take care of the implementation!

The following milestones show you how a project with us might proceed. The milestones are not always clearly defined and sometimes run simultaneously or in a different order. This means that the milestones are not a fixed sequence, but a kind of guideline. For example, to determine the required scope of functions, an online demo can be arranged directly during the preliminary discussion to present potential functions. In addition, your product configurator will be continuously further developed. Therefore, we act not only as a service provider, but as a long-term partner!

Milestone 1: Getting to know each other

Personal discussion to achieve the following goals:

  • Getting to know all the people, companies and products involved
  • Brief presentation of the features, benefits and finished projects of CONFIGON
  • Determination of initial requirements for the product configurator project
  • Planning and conceptualisation of further common milestones (timeline)
  • Clarifying any questions that may arise

Milestone 2: Important questions before the start

  • What goal should be achieved with the product configurator?
  • Which products or product groups should be represented?
  • What should be the boundaries of the configurator? For example, should component X be configurable even though it is currently sold out?
  • What (rough) budget has been set so far?
  • What rules and interdependencies are the products subject to? Are there components that are contradictory to each other?
  • How is the product data available? Are there already image files (CAD) and/or 3D models available?
  • How is the product data centralised in the company (PIM)?
  • Which functions should the product configurator include? You can find out which functions are best suited for which company here
  • Which systems (interfaces) should be connected? ERP, online shop, ...
  • What information do you want the customer to receive after the configuration? Parts/price lists, dimensional drawings, ...
  • Should the configurator be freely usable or only after registration?
  • Which wizards should be made available to the user? Preconfigured products, configuration wizard, ...
  • Which system do the product data and rules stem from? How should they be maintained? Connection of external tools (e.g. social media)?

Milestone 3: Demo and project start

  • Clarification of remaining questions from milestone 2
  • Demonstration of various product configurators
  • Design of a first test version with selected features (specifications)

Milestone 4: Development and roll-out of a test version

  • Adaptation of the user interface to the CI of the company
  • Implementation of first features, e.g. the AdminTool for rule maintenance
  • Continuous development and implementation of individual features, e.g. the connection of interfaces

Milestone 5: Go Live

  • Release of a fully usable product configurator
  • Continuous expansion and optimisation of the product configurator, taking into account feedback from customers and employees

Congratulations! You have made it; your product configurator is live. Your employees feel more relaxed, customers can configure their products themselves via self-service and much more.

Would you like to learn more about the benefits and features of a product configurator (CPQ)? Find out now!