Custom CPQ · Oil & Gas
Oil & Gas bid management is fragmented. BPM is the Custom CPQ built on your process.
Configure, cost and price 100+ valves/actuators at a time. The CPQ for Oil & Gas valves that works inside Excel, Outlook and Teams. Built to order.
The problem
The bid process decides whether you win or lose tenders. Yet it stays fragmented and managed on the sidelines. BPM brings it back to the center, under control.
The generalist CPQ asks you to adapt. The technical rules of your product don't fit the templates. You solve the exceptions in a separate Excel sheet, and start from scratch with every bid.
The bid is born across 12 scattered Excel sheets. The technical rules depend on whoever is building it. The know-how lives in the head of the senior salesperson, and leaves with them.
Con BPM: a single RFQ. Excel doesn't disappear, it's put under control. Configurator and Cost Calculator draw on centralized data: locked-down technical rules, always up-to-date price lists, verified formulas. Immediate adoption for those already working in Excel, errors eliminated, margin under control from day one.
When the problem is specific to the industry, the generalist vendor answers "out of scope". Technical specifications, mandatory qualifications, regulatory requirements of the Oil & Gas world: to a foreign software vendor these are edge cases, solved with customizations billed separately. For those who quote valves every day, they are the difference between a bid won and one lost.
When the problem is specific to the industry, the generalist vendor answers "out of scope". Technical specifications, mandatory qualifications, regulatory requirements of the Oil & Gas world: to a foreign software vendor these are edge cases, solved with customizations billed separately. For those who quote valves every day, they are the difference between a bid won and one lost.
The solution
Three modules that orchestrate your bid process
Configurator, Cost Calculator, Data Analysis: three custom modules developed on your products, not configured. From configuration to price to analyzed data — all inside Outlook, Excel, Teams, Word.
01 · Custom module
Configurator
100+ valves/actuators in a single RFQ.
- Technical rules for your industry: API 6D, ASME, NACE, materials, dimensions
- Blocks non-compliant configurations before they become a bid
- Built on your products, not from a standard library
02 · Custom module
Cost Calculator
100+ costs calculated in parallel, in seconds.
- Materials, machining, NDE, overlays, labor
- Company CBS, multi-category, multi-currency, multi-business unit
- Margin under control from the first click
03 · Custom module
Data Analysis
Every bid becomes a measurable growth lever.
- Key KPIs: hit rate, average margin, time-to-quote, share-of-pipeline
- Power BI or your existing BI: no new tool
- Built on the data that matters to you, not a generic report
Why BPM is different
Truly custom
Built on your bid process, not a product to configure
1 standard module + 3 components (Configurator / Cost Calc / Data Analysis) rebuilt to each client's needs. The process doesn't adapt to the software, it's the software that models itself on your process.
Bids under control
Every RFQ has an owner, a clock and a dashboard
A single owner per tender, internal SLAs with automatic escalation, a live dashboard of all open RFQs, history reusable in two clicks. The bid process no longer slips through the cracks.
Office-native
We don't replace Excel. We put it under control
RFQ in Outlook, Configurator inside Excel, DOA in Teams, docs in Word. Immediate adoption, minimal training.
Security & data
Sensitive data (margins, costs, price lists) stays within your perimeter. Granular RBAC, role-segregated visibility, a complete audit trail on every revision of the bid, SSO via Azure Active Directory. Compliant with the security policies typical of Oil & Gas: NDA, EPC data, On-Premises version available for isolated environments.
ISO 27001 (Bureau Veritas)
Microsoft Solutions Partner
European data centers
On-Premises available
Comparison
BPM vs competitors
Why an Italian Oil & Gas manufacturer chooses BPM.
Track record in the Italian Oil & Gas sector
Time to go live
Delivery model
Product architecture
Integration with your Italian ERPs
Vendor
Support
PetrolValves, OMB Saleri, Valvitalia, Paladon, Emerson, OMS
2-4 months
1 standard module + 3 custom modules (this is where the real value lies
Inside Outlook, Excel, Teams (VSTO plugin)
Native
ELFO, with many years of experience in the Oil & Gas world
Italian and English
Competitors
Cross-sector generalist, no public references
6-12 months
Standardized SaaS: you adapt to the product
Proprietary web app (steep learning curve)
Limited, requires an integration partner
Multinational via partner/reseller
English, multi-time-zone
Zero, it's already there
Different for each person, fragile to turnover
Ungoverned Outlook + Excel
It is your ERP
Microsoft
Track record in the Italian Oil & Gas sector
PetrolValves, OMB Saleri, Valvitalia, Paladon, Emerson, OMS
Time to go live
2-4 months
Delivery model
1 standard module + 3 custom modules (this is where the real value lies)
Product architecture
Inside Outlook, Excel, Teams (VSTO plugin)
Integration with your Italian ERPs
Native
VENDOR
ELFO, with many years of experience in the Oil & Gas world
SUPPORTO
Italian and English
Competitors
Track record in the Italian Oil & Gas sector
Cross-sector generalist, no public references
Time to go live
6-12 months
Delivery model
Standardized SaaS: you adapt to the product
Product architecture
Proprietary web app (steep learning curve)
Limited, requires an integration partner
Limitata, richiede integration partner
VENDOR
Multinational via partner/reseller
SUPPORTO
English, multi-time-zone
Time to go live
Zero, it's already there
Delivery model
Different for each person, fragile to turnover
Product architecture
Ungoverned Outlook + Excel
Integration with your Italian ERPs
It is your ERP
VENDOR
Microsoft
When your bid process looks like no one else’s (because your products, your costs and your approvers are yours), an enterprise CPQ asks you to adapt. BPM adapts to you, because it was designed for the industry and fits your needs.
case study
Companies that quote engineered Oil & Gas projects have chosen BPM.
By the numbers
Live at:
17+
X.000+ *
Y M€ *
Our numbers:
38 years
110+
8 M€
How to get started
Evaluate BPM on your real bid process
On your products, your rules, your CBS. No payment during evaluation.
Step 01
30-minute demo
We show you BPM on your use case. No generic presentation: we talk about your bid structure and your products.
Step 02
POC
A map of your current bid process, analysis of the CBS and technical rules, a POC on a real case from your pipeline.
Step 03
Assisted rollout
Configuration, ERP/PDM integration, team training. 8-12 weeks SaaS, 12-16 weeks On-Premises, with a dedicated project manager.
Tailor-made quote
After a short scoping call (number of bids/year, current ERP, users involved, business units) you receive a written proposal within 5 business days. It includes functional scope, rollout timeline, licensing model.
Start here
A short scoping call (number of bids/year, current ERP, users involved, business units) and we get back to you with a written quote: functional scope, rollout timeline, licensing model. No salesperson on the phone, no hidden pricing.
Pronto per una valutazione tecnica seria?
Invia il Link di Download a:
Book a 30′ demo ↗
Frequently asked questions
What is BPM (Bid Process Management)?
The CPQ for companies that quote valves, actuators and Oil & Gas equipment. It lives inside Excel, Outlook, Teams and Word — it doesn’t replace the tools your team already uses: it puts them under control. Built by ELFO around your bid process: a single RFQ, technical rules, cost calculation, DOA and bid documents, from request to order. → Learn more about how it works
Who is ELFO?
An Italian software house dedicated to engineering Full Custom software solutions for complex manufacturing organizations. “Where the market falls short, ELFO delivers”. Redrawing the boundaries of what software can do when an off-the-shelf product isn’t enough. 110 team members, because what counts is not how many we are, but who we are: memorable relationships built on empathy, collaboration, commitment, research. Areas: Custom Software · Application Integration · Business Intelligence · Artificial Intelligence · Cloud Computing.
How is it different from Tacton, Salesforce or SAP CPQ?
Office-native, not integrated via API. BPM lives inside Excel, Outlook, Teams and Word: immediate adoption, minimal training, no proprietary web app to learn. Truly custom, not configured: 1 standard module + 3 components (Configurator, Cost Calculator, Data Analysis) developed on your products, your CBS, your DOA. The process doesn’t adapt to the software. A vendor from the Italian valves cluster: 38 years of custom software for manufacturing, headquarters in Piacenza, support in Italian, no time zones, no resellers.
How long does the rollout take?
8-12 weeks for the SaaS version, 12-16 weeks On-Premises, with a dedicated project manager. A 30-minute demo, Discovery of your bid process and a POC on a real case from your pipeline all happen before the rollout. No payment required during evaluation.
How does it integrate with our ERP?
Standard connectors and APIs for all major enterprise and Italian ERPs, as well as custom management systems. Master data, price lists, orders, BOM and master data stay in sync thanks to the Master Data Management module (a change propagates to BPM, ERP, PDM). The integration scoping is included in the quote: no hidden costs.
Cloud or On-Premises?
Identical user experience. SaaS managed by ELFO (recommended: faster rollout, updates included, automatic backups and disaster recovery). On-Premises for organizations with the restrictive IT policies typical of Oil & Gas: NDA, EPC data, isolated environments. We adapt to you, not the other way around.
Is bid data secure?
European data centers, daily backups, per-client isolation, granular RBAC, authentication and SSO via Azure Active Directory, ISO 27001 compliance (Bureau Veritas certification, accredited by Accredia). Margins, costs and price lists are visible only to authorized roles. The complete audit trail tracks every revision of the bid, consistent with the NDA/EPC policies typical of the sector.
Can we really customize it?
Yes. The BPM model is 1 standard + 3 custom: Configurator, Cost Calculator and Data Analysis are developed, not configured, on your products, your CBS, your DOA. Custom software from a custom software house: the process doesn’t bend to the software, it’s the software that models itself on your process. → See the case studies ↗