Smart configurator

Claim 3

The method of claim 1, further comprising the steps of: providing a proposal template; collecting customer input; and merging customer responses during said customer needs assessment and product configuration session into fields within said proposal template.

Claim 4

The method of claim 1, wherein said configuration tool is written in client-side JavaScript and dynamic HTML.

Claim 5

The method of claim 1, further comprising the step of: providing updated product information to said configuration tool via an electronic network using push technology.

Claim 6

A smart configurator for needs assessment and product configuration, comprising: a configuration tool in the form of a series of cascading style sheets, said configuration tool comprising: a module that assists a user in determining hardware needs; a customer needs identification page for assessing a customer's product requirements, in which a customer may select among various statements; a system needs determination page in which hardware requirements are identified; and a recommended system configuration page that provides a recommended system configuration that includes any of product identification, pricing information, various options that have been selected, and sales terms and conditions that may be desired; a browser for progressing through said style sheets during an interactive, off-line customer needs assessment and product configuration session; and means for automatically recommending a system configuration that most nearly meets a customer's needs, based upon the results of said interactive customer product selection session.

Claim 7

A smart configurator for needs assessment and product configuration, comprising: a configuration tool in the form of a series of cascading style sheets, said configuration tool comprising: a module that assists a user in determining hardware needs; a customer needs identification page for assessing a customer's product requirements, in which a customer may select among various statements; a system needs determination page in which hardware requirements are identified; and a recommended system configuration page that provides a recommended system configuration that includes any of product identification, pricing information, various options that have been selected, and sales terms and conditions that may be desired; a browser for progressing through said style sheets during an interactive, off-line customer needs assessment and product configuration session; and means for automatically recommending a system configuration that most nearly meets a customer's needs, based upon the results of said interactive customer product selection session.

Claim 8

The smart configurator of claim 5, wherein said configuration tool operates in connection with either of a workstation and a personal computer.

Claim 9

The smart configurator of claim 5, wherein said configuration tool is connected to a network.

Claim 10

The smart configurator of claim 7, wherein said network connection allows said configuration tool to access any of a number of remote resources.

Claim 11

The smart configurator of claim 8, wherein said remote resources comprise: any of a pricing and stock keeping unit (SKU) information server; an order entry server; and a technical support server.

Claim 12

The smart configurator of claim 5, wherein said customer is guided through a sales process by said configuration tool off-line at a location remote from company facilities.

Claim 13

The smart configurator of claim 5, further comprising: a proposal template including a plurality of fields into which customer input collected during said customer needs assessment and product configuration session is merged.

Claim 14

The smart configurator of claim 5, wherein said configuration tool is written in client-side JavaScript and dynamic HTML.

Claim 15

The smart configurator of claim 5, further comprising: means for providing updated product information to said configuration tool via an electronic network using push technology.

Claim 16

The smart configurator of claim 5, further comprising: a product selection module.

Claim 17

The smart configurator of claim 5, further comprising: a pricing calculation module.

Claim 18

The smart configurator of claim 5, further comprising: a module that assists company field personnel in creating a customer proposal.

Claim 19

The smart configurator of claim 5, further comprising: a module that assists company field personnel in locating a part number.

Claim 20

The smart configurator of claim 5, further comprising: a module that provides access to any of company and partner resources.

Claim 21

The smart configurator of claim 5, further comprising: a module that provides pricing and stock keeping unit (SKU) information.

Claim 22

The smart configurator of claim 5, further comprising: a module for capturing any of order entry information and technical support requests, and for communicating with a remote location regarding same.

Claim 23

The smart configurator of claim 5, further comprising: an overview page for providing a navigation tool in which any step in a session may be accessed directly by clicking on that portion of a graphic representation.

Claim 24

The smart configurator of claim 5, further comprising: a product choice page that provides a list of any of company and partner products, said product choice page being presented automatically after a customer's needs have been assessed, said product choice page providing a list of products that most nearly fill said customer's needs.

Claim 25

The smart configurator of claim 5, further comprising: a pricing information page.

Claim 26

The smart configurator of claim 5, further comprising: a product options page for presenting an electronic order form that identifies and allows selection of various product options.

Claim 27

The smart configurator of claim 5, further comprising: a distributor selection page that allows the selection of a product distributor to be made from a list of available product distributors.

Claim 28

A tool for needs assessment, comprising: an application in the form of a series of cascading style sheets that assists a user in assessing a solution for said needs, said application comprising: a module that assists a user in determining hardware needs; a customer needs identification page for assessing a customer's product requirements, in which a customer may select among various statements; a system needs determination page in which hardware requirements are identified; and a recommended system configuration page that provides a recommended system configuration that includes any of product identification, pricing information, various options that have been selected, and sales terms and conditions that may be desired; a browser for progressing through said style sheets during an interactive, user needs assessment session; means for automatically recommending a solution that most nearly meets said user's needs, based upon the results of said interactive user needs assessment session; and means for maintaining information used by said tool during said needs assessment session current by automatically downloading said information to said tool via a channel on an ongoing basis when said user is on-line; wherein said user may use said tool in both an on-line setting and an off line setting and have access to current information for effecting said needs assessment.

Claim 29

A tool for needs assessment, comprising: an application in the form of a series of cascading style sheets that assists a user in assessing a solution for said needs, said application comprising: a module that assists a user in determining hardware needs; a customer needs identification page for assessing a customer's product requirements, in which a customer may select among various statements; a system needs determination page in which hardware requirements are identified; and a recommended system configuration page that provides a recommended system configuration that includes any of product identification, pricing information, various options that have been selected, and sales terms and conditions that may be desired; a browser for progressing through said style sheets during an interactive, user needs assessment session; means for automatically recommending a solution that most nearly meets said user's needs, based upon the results of said interactive user needs assessment session; and means for maintaining information used by said tool during said needs assessment session current by automatically downloading said information to said tool via a channel on an ongoing basis when said user is on-line; wherein said user may use said tool in both an on-line setting and an off line setting and have access to current information for effecting said needs assessment.