Rubens Knowledge Base

How to implement a configurator project successfully?

We show you in a few simple steps how you can get started with your configurator project:

Step 1. Data analysis & Concept

Product data

The correct preparation and availability of data is a key success factor for a configurator project.

In order to make a product configurable, various data and information are required for the data creation of the configurator.

In case you do not have the data in preferred format we support your process and help you digitalize your data.

We offer the following configurator data creation services:

  • 3D data optimization & modeling
  • Configurator setup (incl. configuration rules & product logics, commercial data creation, ...)
  • Texture & material data optimization services & consulting for digitizing textures

If your product is stored in the IDM format, you can use our IDM importer and create a first version of a configurator just by uploading your data. All your individual items, their corresponding parameters and of course the connection rules between them will be automatically created. By using our extention files you can adapt and optimize the IDM-based configurator to your needs. The finishing manual touches will then link your 3D data to your IDM logic.

So if you have IDM data, there is also a possibility to import it in a structured way and to quickly onboard your product data.

💡IDM („Integriertes Datenmodell”) is a uniform and standartised datamodel created by the DCC (“Daten Competence Center e. V.“) that allows smooth exchange of information.

We will be happy to advise you!

Data analysis, conception & definition

To make the first steps easier for you, we will gladly support you in the conception and assist you with our experience:

  • We analyze the existing data (graphical and commercial) & give you our feedback for optimal results in 3D/AR.
  • In a joint appointment we build up as detailed an understanding as possible of your product and your goals.
  • Joint creation of the configurator concept, which provides information about functions and implementation (including configuration path, configuration parameters and rules, parts list incl. order data). For us, wireframes to illustrate the configuration path have proven their worth, which we can produce for you on request.
  • Definition of acceptance criteria in the form of configuration examples and parts lists.
  • At the end of the process you will receive a project schedule, concrete service offer & timeline for the implementation of the configurator.

Rough definition framework & cost estimation

In order for us to enter into an initial cost estimate for your custom product configurator together, the following information needs to be provided:

Decide in advance which products you want to make configurable (first).

Outline,

  • which parts of the product are configurable?
  • which options can be configured?
  • are there special rules and exclusions criteria to consider?
  • provision of the price lists or order parts list of example configurations

Configuration paths in the interface and steps for the customer, as well as dedicated functionalities are defined together in the analysis, conception and configurator definition phase in the project.

Clarify in advance all the use cases and channels you want to include.

Step 2. Realization

Creation of the configurator, (including configuration path, configuration parameters and rules, parts list incl. order data). The following wireframes illustrate the configuration path, which we can produce for you on request.

The customer can decide which elements he/she would like to make customizable. In the example above it is possible to personalize the seat design, the frame and to add accessories to the product as well.
In this case the customer can choose for the seat design from 16 different seat options with 5 types of textures and 5 colors.

For each configurable element that has a unique material layer the setup of an individual 3D model is required.

Take a closer look into how 3D works in the configurator context

Configurator setup

The digitization of your products can be realized in the following 3 ways:

If you would like to outsource the service, we would be happy to set up an initial cost service framework after analysing your data and the content scope of your products.

Step 3. Feedback process

After the implementation of the configurator comes the quality management , when we together with the customer test the configurator. This is also when we make any changes based on the customer's feedback and tailor it completely to the customer's requirements. After the fine tuning and optimization, if the customer approves the product, it can go live.

During the feedback process we use cutting edge tools to make the testing as efficient as possible and to make the communication between the customers and us easier.

Step 4. Go-Live

The time has come!

Once everything is confirmed and the configurator is working as expected it can go live in the channels of the customer.

Please be aware that if your product changes also the configurator can be adjusted to your needs.

Important topics on the customer side

Roomle Rubens 3D and AR shoe viewer

Consulting & Support:

The Roomle Configurator Specialist team is available to serve as conceptual and technical advisors in the process on a service basis.

We recommend that you address the question of integration into your channels and systems at an early stage. Clarify internally whether an external partner is needed for the realization.

We look forward to working with you!

Katrin Kirchmayr

Digital Sales Manager

Michaela Fraundorfer

Sales Director

Learn more about implementing a configurator project successfully.

Roomle Rubens 3D and AR shoe viewer