Case Study

Gates

We helped Gates roll out an updated and modernized CPQ environment.

At a Glance

With an old system that was no longer meeting the capabilities of the organization, Gates required a rework of its processes to support a vast network of product and pricing configurations.

Services Provided

Implementation Services | Managed Services

The Challenge

Rolling Out a Modern CPQ Solution

Legacy Systems: Gates needed to replace an outdated engineering tool that was at the end of its useful life. This situation was further complicated by a lack of support and limited pricing or document output functionality.

Sales Process: Gates wanted to simplify complex specification and pricing of hydraulic hoses. Additionally, they desired to bring configuration and pricing into one system, eliminate the high expense of running two separate groups, and reduce the associated handoffs between specialists.

Extensibility: Gates needed a single system that could support configuration, quoting, and commerce processes across multiple product lines and regions. This would simplify the user experience for experts and nonexperts alike.

action-container-conveyor-1267338-1-600x350
action-container-conveyor-1267338-1-600x350

Legacy Systems: Gates needed to replace an outdated engineering tool that was at the end of its useful life. This situation was further complicated by a lack of support and limited pricing or document output functionality.

Sales Process: Gates wanted to simplify complex specification and pricing of hydraulic hoses. Additionally, they desired to bring configuration and pricing into one system, eliminate the high expense of running two separate groups, and reduce the associated handoffs between specialists.

Extensibility: Gates needed a single system that could support configuration, quoting, and commerce processes across multiple product lines and regions. This would simplify the user experience for experts and nonexperts alike.

About Gates

A leading manufacturer of application-specific power transmission and fluid power products and services, Gates serves customers across several industries globally while investing in R&D, building original equipment, and maintaining products in the aftermarket.

Headquarters: Denver, CO
Industry: Manufacturing
Website: www.gates.com

The Outcome

McAfee-Case-Study-Simplus

The completion of the US Hydraulic Hose Assembly pilot project marks a successful first step in Gates’s journey towards rolling out Oracle CPQ across all of its product lines and sales regions.

The project also united the specification and pricing experts by modernizing the sales process. We were able to help Gates eliminate the reliance on Excel and outdated integration of Excel data and order processing.

Technical elements include the following:

  • Use of Asset-Based Ordering (ABO) functionality to support assembly lifecycle management, revisions, and requotes
  • Tight integration to Oracle Content and Experience Cloud to store and manage related documents for customer RFQs
  • Integration to Gates’s product data management platforms and on-premise Oracle ERP System