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This tool will demonstrate how visual configuration can be used to develop custom pricing strategies as it operates as a standalone web application integrated into Unity and powered by a visual framework. The web app is an application written in simplifies the process of creating and managing complex workflows within the Pricefx platform. The component is developed Javascript/React and provides functionality such as readingviewing, modifying and persisting data on the partition while the designing approval workflows within a partition using a visual framework that allows for ease of customization of the pricing workflow components.

Strategy Workflow Designer simplifies the configuration of approval workflows into simple streamlined experience so the users can focus on the business process (i.e. setting a pricing strategyusage of workflows and their design) instead of configurationtheir development.

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Benefits

  • Drag-and-drop interface: Users can design workflows by dragging and dropping pre-defined workflow components onto a canvas. These components represent different actions, conditions, or decision points within the workflow.

  • Visual representation of workflow logic: The Workflow Designer provides a visual representation of the workflow logic, allowing users to easily understand the sequence of actions and conditions. This visual representation helps in visualizing and analyzing complex workflows.

  • Configurable actions and conditions: Users can configure the actions and conditions associated with each workflow component. Actions may include sending notifications, updating data, triggering other processes, or interacting with external systems. Conditions allow for the evaluation of data or events to determine the next steps in the workflow.

  • Conditional branching and decision-making: Users can define conditional branching within workflows, enabling different paths based on specific conditions. This allows for dynamic and flexible workflows that adapt to different scenarios or inputs.

  • Integration with other Pricefx modules: The Workflow Designer is integrated with other Pricefx modules, such as Pricing or CPQ (Configure, Price, Quote). This integration enables the design of workflows that automate and streamline processes across multiple modules.

  • Workflow monitoring and management: Once the workflows are designed and activated, users can monitor their execution and manage them through the Workflow Designer interface. This includes tracking the progress, analyzing performance, and making necessary adjustments as needed.

The Visual Configuration capability will provide simple, streamlined and easy to understand drag and drop visual component that will allow business users to configure important aspects of their Pricefx deployment without the need for technical programming skills or understanding configuration details.

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  • Pricing Strategy Designer
    The first concrete Visual Configuration App being developed by Pricefx, and its role is for development of customized configuration of pricing strategies or modification of out-of-the-box price strategies that are deployed via the Price Setting Accelerator.

  • Pricefx Unity iFrame Integration
    Will provide the connection between Strategy Designer as an external product into Unity. This configuration will allow many different Pricefx capabilities to integrate with a visual configuration component.

Benefits

The following benefits can be expected using Visual Configuration capability:

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Here the user can design his pricing strategy using a drag & drop interface leveraging visual framework while seeing the impact of the changes in the Live Preview.

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Design Features:

  • Create, rename and delete a strategy

    • Create a strategy from a template (Cost+ Absolute/Percentage/Selling Point)

    • Create a completely custom strategy

  • Modify strategies

    • Add product attributes

    • Add PSP’s default variables (Product Cost, Base Price, …)

    • Add logic (when-then-else, and/or blocks, comparison block)

    • Add values (text, number, true/false)

    • Add arithmetic operations (+, -, ×, ÷)

    • Add custom lookups

  • Define and manage custom lookups

    • Based on a product extension (similar to PXLookup function in formula language)

    • Based on a price parameter (similar to VLookup)

    • Based on competition data

      • Add filters using comparison of the data row’s attributes to any value or supported variable

      • Select highest/lowest/average competitor price

  • Live Preview of the strategies and custom lookups

    • After selecting a product, the user can see:

      • the result price of the strategy

      • the values of the variables and custom lookups used in the calculation

    • The user can see a preview of the generated code

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In this step the user defines priorities of the strategies, basically populating the GlobalStrategySelection PP table.

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Select Features:

  • Add, modify or delete rules

  • Highlighted changes for easier orientation and instant visual feedback

  • Auto-populating dimensions with valid combinations to prevent duplicate rules

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In the final step, the user can hit the Deploy button in order to deploy everything to the partition.

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Deploy Features:

  • Single button to deploy everything

  • Output with the deployment progress

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