Streamline the sales quoting cycle for build-to

Energy. Experience. Results.
Streamline the sales quoting cycle for
build-to-spec products.
The ability to provide timely and accurate quotes for customized products is a definite competitive
advantage. The time between a potential customer making contact and accepting the sales order is
not only a window of opportunity for your organization – but also for your competitors. Many
organizations struggle with putting the engineering know-how on paper to enable a deal to be
closed and production to proceed smoothly. iBuilder answers this challenge with an
easy-to-deploy, web-based enterprise product configurator that integrates with your front- and
back-office applications through an open Service- Oriented Architecture (SOA).
You can easily establish and update an unlimited number of product assembly rules (linkages and
constraints) with intuitive drag-n-drop tools. The web-based architecture allows instant access to
any assembly rule additions or changes, along with the most up-to-date price points.
Expedite the quoting process and eliminate the expensive and time-consuming errors produced
from inaccurate orders. Arm your sales personnel with the tools to create quick and true quotes
and orders the first time, every time.
Assemble/Configure-to-Order • Manufacture-to-Order • Engineer-to-Order
www.iteresgroup.com
Energy. Experience. Results.
iBuilder Benefits
Increase the speed and accuracy of the sales
quoting cycle
• Streamline the movement, storage, and
access to assembly/manufacture rules and
constraints
• Use iBuilder’s web-based architecture to:
-Equip all sales personnel with up-to-date
prices, offerings, availability, and
compatibility options
-Eliminate the need to distribute and
install software in individual locations
-Allow access from all internet-capable
portals
-Maximize deployment flexibility
• Minimize end-user training so users are
instantly productive
• Generate customer-friendly quotes and
proposals in real-time that are 100% accurate
• Improve product upsells and cross-sells
through recommended options
• Jump-start quotes from previously saved
configurations/quotes
Easy and comprehensive management &
administrative control
• Establish and adjust critical product assembly
rules without programming knowledge
• Use security settings to restrict functionality
and/or access to sales information based
upon user-roles
• Enable manager/team-leader with the ability
to view and edit work groups’ information
• Set variable price-points for different users
• Create activity-based reports customized to
organizational needs
Improve the efficiency of the entire
quote-to-production process
• Drastically shorten the sales quoting cycle by
minimizing review and eliminating rework
due to inaccurate quotes, proposals, and
orders
• Improve time-to-production by preventing
incorrect and costly product manufacturing
mistakes
• Reduce the need for detailed and
time-consuming engineering reviews of
sales quotes and proposals with end-user
access to accurate compatibility options
Main User-Interface
Visit iBuilder online at www.iteresgroup.com
Energy. Experience. Results.
iBuilder Features
Complex, build-to-spec configuration logic
iBuilder enforces unlimited critical product assembly/
manufacturing rules and constraints – providing the user
with explanations and options when a selection is invalid.
iBuilder manages multiple levels and types of option
compatibility rules, including constraints and linkages,
while capturing all the information needed to produce
accurate quotes and proposals.
User-friendly management and administration
Intuitive interface makes iBuilder management easy!
Simply drag & drop to establish product assembly rules
and constraints. Easily set roles-based security and
functionality filters and adjust price-point settings for
different users.
Advanced Document creation and automation
Streamline the quotation and sales process. iBuilder
automates the quote/orders 3rd party sellers present to
their customers with the most current pricing (including
preset seller mark-up, if desired). All documents are
instantly emailed as PDF to sales personnel for
distribution and may contain additional documents (e.g.
Terms & Conditions and/or warranty information).
Sales Option Menu
Simplified End-user functionality
iBuilder’s intuitive controls provide the user with easy and
quick operational capabilities. For instance, the seller
may choose to include upgrades within the quote price
or list them separately. To save time, customer data and
previous quotes and orders are available to “jump-start”
new quotes.
End-to-end functionality and performance
You choose the extent of iBuilder integration. Choose to
improve your quotation to sales process, or choose a
full- integration with sales, inventory, costing, and
quoting modules of your ERP and/or CRM system.
Create Configuration Menu
For more information about iBuilder and how it can benefit your bottom line,
contact Donnie Walker at iTeres today. (214)244-9010 or [email protected]
Energy. Experience. Results.
About iTeres
iTeres consistently delivers effective solutions
that align with customer goals and objectives.
iTeres’ solutions leverage technology to address
immediate needs and provide strategic platform
solutions designed to build a foundation for
future growth. You can feel confident in the
solution and be sure it is designed to support
your business over the long haul.
Innovation, quality, usability, and efficiency are
the cornerstones of iTeres solution design.
Commitment to quality infuses every aspect of
our business; enthusiasm for your success
propels our efforts. Each step in the process is
focused on you, the customer—from solution
design to help desk support. Listening to you
and understanding your perspective is what
allows iTeres to develop answers that deliver
results and exceed expectations.
Deep experience in natural gas and technology
is what sets iTeres apart. iTeres understands the
challenges that face natural gas companies and
market factors that influence technology
decisions. Natural gas companies need a
partner providing solutions that position them
ahead of the changes—not reacting after
the fact.
iBuilder Technical Specifications
User Interface
Business Logic
• Browser-based
VB.NET
• Supports all major
browsers
• WPF
Communications
Framework
Configurator
Logic
Logic
Database
Windows
Communication
Foundation (WCF)
iSuite Graphical
Configuration
Engine
SQL/Server
Visit iBuilder online at
www.iteresgroup.com
For more information about iBuilder and how
it can benefit your bottom line, contact
Donnie Walker at iTeres today!
(214)244-9010
[email protected]
www.iteresgroup.com