A Case Study in AI Augmentation

How AI Helped Streamline CPQ Configurator Build, Reducing Time and Costs

Background

As product offerings grow more complex, manufacturers face increasing pressure to equip their sales teams with tools that simplify configuration while preserving accuracy. The client, a large manufacturing company, sought to improve sales efficiency by implementing a CPQ solution capable of managing sophisticated product configurations made up of multiple domains, selectable domain values, and detailed pricing rules.

Because these products relied on precise combinations of components and options, accurate configuration was essential to ensuring reliable quotes and a consistent sales experience. The client needed a CPQ system that could manage this complexity while maintaining accuracy and consistency across all sales activities.

In addition to addressing immediate needs, the client also required a solution that could scale as the business evolved. This included supporting new products, expanding component and option sets, and adapting configuration rules without extensive rework. To meet these goals, the client partnered with VISTECH to deliver a modern CPQ solution designed for long‑term growth and usability.

Challenge

While the client’s primary focus was on deploying a robust CPQ system, a significant challenge emerged during the configurator build process. Each product configurator required the extraction of domains and domain values from datasheets and technical documentation. This work was necessary to ensure the CPQ system accurately reflected the client’s product rules and configuration logic.

Traditionally, this extraction and setup process involved repetitive and time-consuming manual effort. Reviewing large volumes of technical documents and entering data by hand increased the risk of delays and errors, which could slow deployment and raise project costs. Without a more efficient approach, building accurate and scalable configurators had the potential to become a bottleneck in the overall CPQ implementation.

Solution

VISTECH applied our collaborative intelligence approach, combining human expertise with AI to accelerate the configurator build. Using AI, our team trained the engine to read datasheets and PDFs, automatically identifying domains and corresponding values. This AI-assisted process generated the data needed to populate the CPQ configurator pages.

AI was a productivity tool for our team, not a replacement for human oversight. Experts reviewed the AI-assisted outputs for accuracy, ensuring the configurators reflected the correct product rules and options. For this client, our approach allowed us to create hundreds of configurators efficiently. Tasks that would have taken hours of repetitive manual entry could now be completed in seconds, saving VISTECH and the client significant effort.

Result

The client received a CPQ solution that fully supported their sales processes with accurate, consistent, and scalable product configurators. By applying AI to the configurator build process, VISTECH significantly reduced the time and manual effort traditionally required to extract domains and options from technical documentation. This AI‑assisted approach enabled faster delivery while maintaining the accuracy needed for complex product configurations.

The use of AI as a productivity tool allowed VISTECH’s experts to focus on validation and refinement rather than repetitive data entry, ensuring that each configurator reflected the correct product rules and options. As a result, the client benefited from a more streamlined implementation process and lower overall cost without sacrificing quality or control.

Built using modern, scalable technology, the solution is well positioned to grow alongside the client’s business as products and configurations evolve. The completed CPQ system enabled a more efficient, productive, and error‑free sales process, helping sales teams configure products with confidence and respond to customer needs more effectively.

With the help of VISTECH, the sales process became increasingly efficient and organized. Give us a call at 860.251.8003 to learn more about what we can do.

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