Infor CPQ Training & Consulting for a Global Valve Manufacturer
Expert-led training on Infor CPQ Enterprise Configurator and Enterprise Quoting — combined with hands-on consulting — enabled the Korea operations of a global control valve manufacturer to take ownership of their CPQ solution.
A Global Leader in Industrial Control Valves
Our client is the Korean operation of a global manufacturer of control valves and actuation systems, serving power generation, oil & gas, petrochemical, and process industries. Their engineered valve products are configured to order — every valve is specified by type, size, pressure class, trim, materials, and actuation, against strict engineering standards.
Engineered products
Control valves specified per project across valve type, trim, materials, pressure class, and actuation
Demanding industries
Power, oil & gas, petrochemical, and process plants with strict technical standards
Configure-to-order model
Every order requires accurate engineering configuration before it can be quoted
Global organisation
A multinational group with manufacturing and sales operations across Asia and beyond
Building CPQ Capability In-House
The client had chosen Infor CPQ to manage valve configuration and quoting, and wanted their own team to build and own the solution rather than outsource it entirely. That required deep, practical knowledge of Infor CPQ's Enterprise Configurator and Enterprise Quoting — knowledge that is hard to acquire from documentation alone.
Steep learning curve
Enterprise Configurator modelling, rules, and constraints demand hands-on expertise to apply well
Complex product logic
Valve configuration rules span engineering standards, material compatibility, and actuation sizing
Quoting discipline
A consistent quote-to-proposal process was needed across the sales engineering team
In-house ownership
The team needed the skills to maintain and extend the solution independently after the engagement
Expert-Led Training on Enterprise Configurator & Enterprise Quoting
Farevix delivered a structured Infor CPQ training programme tailored to the client's valve products — not generic courseware. Working sessions used the client's own product logic as the teaching material, so every concept learned was immediately applied to real configuration and quoting scenarios.
Enterprise Configurator
Product modelling, rulesets, constraints, and UI design — taught hands-on against real valve products
Enterprise Quoting
Quote workflows, pricing setup, approval flows, and professional document output
Tailored curriculum
Course content built around the client's configure-to-order valve catalogue
Consulting support
Advisory sessions alongside training answered design questions as the team built their solution
A Team That Owns Its CPQ Solution
The engagement left the client with practical CPQ skills, sound design foundations, and the independence to grow their solution in-house.
Self-Sufficient CPQ Team
The client's team can now build, extend, and maintain configurator models in-house — without depending on external resources for day-to-day changes.
Configurator Modelling Skills
Hands-on Enterprise Configurator training covered product modelling, rules, and constraints — applied directly to the client's own valve products.
Structured Quoting Process
Enterprise Quoting training established a consistent quote workflow — from configuration through pricing to professional proposal output.
Best-Practice Foundations
Consulting sessions embedded proven CPQ design patterns early, avoiding rework and technical debt as the solution grows.
Faster Onboarding
Training materials and worked examples tailored to the client's products shortened the learning curve for new team members.
Confidence at Go-Live
With expert guidance available throughout, the team moved from classroom concepts to a working solution with certainty at every step.
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