Matteo Maria Betto
Manufacturing CPQ · Costing · Variables

One rule, applied where it belongs.

A dedicated tool for the parameters that change a BOM’s cost from the outside: inflation, margins, specific percentages. Each variable is defined once, then applied to the whole BOM, to a category of part numbers, or to a single element.

Role
Senior UX/UI Designer
Company
Bit2win · CPQ for manufacturing
Works with
BOM costing
Tools
Figma
01

The problem

A BOM’s cost is not a fixed number. Inflation, margins and other percentages change it, and they don’t apply the same way everywhere: some affect every part, some only one type of part, some a single part number.

The goal was simple to say and hard to design: apply variables to specific data, or to groups of data, without touching every row by hand.

02

Parallel to the BOM, managed on its own

Variables act on the BOM, but they are not part of it. They are global parameters that many BOMs share, so they live in a dedicated tool: defined once, reused everywhere, changed in one place.

Global parameters

Inflation, margins and specific percentages, kept together instead of scattered across BOMs.

Defined once

A variable has a name, a value and a rule. It is created once and reused.

Applied where needed

On the whole BOM, on a category of part numbers, or on a single element.

03

Anatomy of a variable

Every variable answers four questions: how much, what operation, on which value, and where. Breaking it into these parts makes even a complex rule readable as a sentence: multiply the final cost by 2% if the part number is MAKE or BUY.

Fig. 1 · Four parts of a variable
1 · VALUE2 %Value and indicator2 · OPERATION× multiply byWhat it does to the number3 · TARGETProduct · Final costThe anchor point: object and field4 · CONDITIONS: WHERE IT APPLIESIF Part number · Type = MAKEOR Part number · Type = BUYNo condition → applies to the whole targetAdd conditions → narrow it down
Value, operation and target define the rule. Conditions decide where it applies.
04

Three levels of application

The same variable can act at three levels. The interface makes the level explicit, so people always know how far a change will reach before they create it.

Fig. 2 · Where a variable applies
MAKEBUYMAKEBUYBUYMAKEGlobalThe whole BOMMAKEBUYMAKEBUYBUYMAKECategoryAll part numbers of one type, e.g. MAKEMAKEBUYMAKEBUYBUYMAKESingle part numberOne element, and nothing else
Highlighted elements are affected. From left: the whole BOM, every MAKE part number, a single part number.
05

The interface

Define the value

A value, an indicator (such as %) and the type of operation, side by side.

Choose the anchor point

The target object and field the variable acts on, such as the final cost.

Set the conditions

IF and OR rows narrow the variable down to the right part numbers.

Create variable panel for an inflation rate: name, value 2 percent, operation multiply by, target product final cost, and two conditions on part number type MAKE or BUY, with hand-written annotations
Creating an inflation-rate variable. Annotations from my original presentation.
06

An example: cost over the years

One use of the tool is projecting a cost over time. Starting from today’s cost, an inflation variable gives the expected cost year by year. It is the same logic that feeds the multi-year projections in the BOM.

Fig. 3 · A 2% inflation variable over seven years
€100.002026€102.002027€104.042028€106.122029€108.242030€110.412031€112.622032Current cost× 1.02 every year
Illustrative numbers: a current cost of €100 with 2% inflation applied each year.
Other work