Dolphin Solutions
Dolphin Solutions are saving time and improving customer experience using DriveWorks design automation and product configurator software.
Challenge
Manually gathering product requirements and designing each product from scratch in SOLIDWORKS was slow and caused a bottleneck in the sales process.
Solution
Dolphin chose DriveWorks software to build an online product configurator that guides sales teams and automatically creates sales documents, SOLIDWORKS drawings, and manufacturing data.
Results
Using DriveWorks, Dolphin Solutions has reduced lead times, removed repetitive time-consuming SOLIDWORKS modeling, and improved customer experience.
Overview
Dolphin Solutions, headquartered in Robertsbridge UK, provides commercial washroom solutions and products.
In 2017 they purchased DriveWorks to build an online sales configurator and design automation solution to reduce repetitive, time-consuming design work, shorten lead times, and deliver exceptional customer experience.
Challenge
Connecting sales and manufacturing
Before DriveWorks, the sales team managed the initial request, presented solutions, and gathered product requirements. This information was then shared with the design team so they could create SOLIDWORKS drawings and prepare quotes.
Designing the products and preparing data for manufacturing manually in SOLIDWORKS was time-consuming, involving back and forth between the design team and sales team to ensure the design met customer specifications, product standards, and manufacturing capability.
The process was slow and lead times would extend to weeks, causing bottlenecks in the sales process.
Solution
Online product configurator and SOLIDWORKS design automation
Dolphin created an online product configurator that provides sales teams with the information they need to accurately configure and price their solutions, without needing to liaise with the design team.
Dolphin used DriveWorks Forms technology to build a user interface for their product configurator that matched the company branding and professional image the existing website delivered.
Dolphin also chose DriveWorks Design Automation technology to remove bottlenecks in the sales process and accelerate the creation of production drawings and manufacturing data.
Using DriveWorks, design engineers can automatically create the SOLIDWORKS models and drawings they need, eliminating tedious, repetitive modeling work and freeing time to focus on high-value tasks like bespoke designs.
“The days and weeks are cut down to minutes and hours, because our customers are finding their final design much quicker. They can see all their options and the drawings are generated automatically.”
Robert Allen, Product Design Engineer
Dolphin Solutions
Results
A great customer experience
Implementing DriveWorks transformed the sales process. DriveWorks Live enabled salespeople to configure products with the customer using their laptops and tablets.
They can guide the customers through the product options using the configurator, and submit an order straight to the design team.
Sales documents and drawings are automatically processed and emailed to the customer using DriveWorks Autopilot, shortening the sales cycle and delivering customers with an enhanced user experience.
Guided selling
Guided selling, setup using DriveWorks Rules technology only shows valid options based on previous selections and product parameters.
Tooltips provide users with additional information about the configuration options allowing anyone to configure products accuratly.
Errors have also been significantly reduced. Feedback and guided selling ensure that configured products are always valid and can be manufactured and also remove the need to consult with the design team leading to a shorter sales cycle.
Capturing customer data
The last step of the product configurator gathers customer information and generates a unique ID. Dolphin uses the unique ID to track orders as they move from sales through to production.
DriveWorks Workflow technology enables email alerts to be automatically triggered, notifying the customer and internal teams that an order has been submitted.
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