Methods of configurator performance measurement and data collection in the literature
| Study | Type of configurator | Application of configurator performance measurement | Main source(s) of quantitative performance data | Main source(s) of qualitative performance data | Consideration of performance metrics before configurator design |
|---|---|---|---|---|---|
| Forza and Salvador (2002) | Product configurator | Voltage transformer configuration at a small company | N/A | Analysis of configuration software; interviews | Not specified |
| Trentin et al. (2012) | Product configurator | 176 medium to large manufacturing plants in machinery, electronics, and automobile supply | Questionnaires | Questionnaires | N/A |
| Tiihonen et al. (2013) | Sales configurator | 14 real-world products and eight partial products or concepts in various industries | Simulated tests | N/A | Not specified |
| Gerth et al. (2016) | Product configurator | Noise barrier design at a construction engineering consultancy company | Empirical data from finished projects | Interviews | Not specified |
| Myrodia et al. (2017) | Product configurator | Sales quote generation for premade structural elements at a building company | Empirical data from the company’s spreadsheets and configurator | N/A | N/A |
| Kristjansdottir et al. (2018) | Product configurator | Pump specification process at a manufacturing company | Empirical data from the company’s internal systems and project reports | Interviews | N/A |
| Wang et al. (2019) | Product configurator | Preference-based laptop specification design in a university | Experiments | N/A | Not specified |
| Shafiee et al. (2019) | Product configurator | Sales process automation at an engineering-to-order company that produced chemical processing systems | Empirical data from the case company | N/A | N/A |
| Shafiee et al. (2021) | Product configurator | Two engineering manufacturing companies focused on wind and chemical processing industries | Empirical data from case studies; interviews and workshops | Interviews and workshops | Not specified |
| Bredahl Rasmussen et al. (2021) | Product configurator | Order-handling process of balcony products at an engineering-to-order company | Questionnaires | Interviews | Not specified |
| Zhang and Shafiee (2022) | Technical and sales configurator | Technical configuration and sales processes for a catalyst at an engineering-to-order company | Project reports and documents; steering committee meetings | Semi-structured interviews; questionnaires | Not specified |
| Schobel et al. (2018) | Service configurator | Process modeling and data collection services for researchers and clinicians | Experiments | N/A | Not specified |
| Mueller et al. (2022) | Service configurator | Commissioning service at an engineering company that designed and delivered processing plants | Semi-structured expert interviews | Semi-structured expert interviews; workshops | Cost of configurator development and maintenance |
| Campo Gay and Hvam (2022) | Service configurator | Electronic prescribing system in a hospital’s medical department | N/A | Not specified | Not specified |
| Study | Type of configurator | Application of configurator performance measurement | Main source(s) of quantitative performance data | Main source(s) of qualitative performance data | Consideration of performance metrics before configurator design |
|---|---|---|---|---|---|
| Product configurator | Voltage transformer configuration at a small company | N/A | Analysis of configuration software; interviews | Not specified | |
| Product configurator | 176 medium to large manufacturing plants in machinery, electronics, and automobile supply | Questionnaires | Questionnaires | N/A | |
| Sales configurator | 14 real-world products and eight partial products or concepts in various industries | Simulated tests | N/A | Not specified | |
| Product configurator | Noise barrier design at a construction engineering consultancy company | Empirical data from finished projects | Interviews | Not specified | |
| Product configurator | Sales quote generation for premade structural elements at a building company | Empirical data from the company’s spreadsheets and configurator | N/A | N/A | |
| Product configurator | Pump specification process at a manufacturing company | Empirical data from the company’s internal systems and project reports | Interviews | N/A | |
| Product configurator | Preference-based laptop specification design in a university | Experiments | N/A | Not specified | |
| Product configurator | Sales process automation at an engineering-to-order company that produced chemical processing systems | Empirical data from the case company | N/A | N/A | |
| Product configurator | Two engineering manufacturing companies focused on wind and chemical processing industries | Empirical data from case studies; interviews and workshops | Interviews and workshops | Not specified | |
| Product configurator | Order-handling process of balcony products at an engineering-to-order company | Questionnaires | Interviews | Not specified | |
| Technical and sales configurator | Technical configuration and sales processes for a catalyst at an engineering-to-order company | Project reports and documents; steering committee meetings | Semi-structured interviews; questionnaires | Not specified | |
| Service configurator | Process modeling and data collection services for researchers and clinicians | Experiments | N/A | Not specified | |
| Service configurator | Commissioning service at an engineering company that designed and delivered processing plants | Semi-structured expert interviews | Semi-structured expert interviews; workshops | Cost of configurator development and maintenance | |
| Service configurator | Electronic prescribing system in a hospital’s medical department | N/A | Not specified | Not specified |
Source(s): Authors’ own creation/work
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