Concept/Design

• Logo
  The configurator features the company logo. (yes/no)

• Help-Button
  A help-button exists to support the user in case of questions or misunderstandings. (yes/no)

• Privacy Policy
  A privacy policy is available from each site to guarantee that users’ personal data is treated confidentially (yes/no)

• General Terms and Conditions accessible from each site
  The GT&C are accessible from the metanavigation. (yes/no)

• FAQ
  The FAQ are accessible from the metanavigation. (yes/no)

• Contact possibilities
  A contact is accessible from the metanavigation via E-Mail address, online contact form or telephone number. (yes/no)

• Steps to starting (distance to the configurator)
  Number of web pages the user has to go through in order to get to the configurator (distance from the Homepage)

Structure

• Process navigation
  A process navigation exists to show the user the previous and upcoming configuration steps. (yes/no)

• Structure of process navigation
  Is the structure of the process navigation vertical or horizontal. (vertical / horizontal)

• Module library
  Pre-customized products are available for further customization. The user can use existing modules and customize them (e.g. change the colour or image). (yes/no)

• Recommendation
  The system provides active recommendations to the user, e.g. colour. (yes/no)

• Current position
  The user's current position is shown throughout the configuration process (visual feedback). (yes/no)

• Price scheme
  A price scheme exists showing the current selection of options and price to the user. (yes/no)

• One Step Back ("Back" Button)
  A back-button exists allowing the user to go “one step back”. (yes/no)

• One Step Forward ("Next" Button)
  A next-button exists allowing the user to go “one step forward”. (yes/no)

• Product range (Standard model or other options)
  A "base model" exists giving the user a starting point for designing the product. (yes/no)

• Different starting site
  The configurator's "first site” differs from other configurator’s pages. (yes/no)

• Symbols
  Unusual symbols are used in the configuration process (common symbols are zoom, loupe...). (yes/no)

• Already accomplished path
  The system shows the user how much of the configuration process he/she has already accomplished. (yes/no)

• Possible path (Where you can go)
  The system shows the user the possibilities open in the configuration process. (yes/no)

• Recommended path (Where you should go)
  The system guides the user through the configuration process with help of a recommended path. (yes/no)

• Structure
  Determines whether the structure of the configuration process is procedural (step-by-step), decision based (discontinuous) or knowledge based (the user has to enter input according to his/her needs)

• Automatic completion
  The configuration process can be continued even if the user ignores a required decision during the configuration process. The system completes the product automatically, meaning that the user doesn’t need to edit every step in order to continue the process. (yes/no)

• Updated product description
  The system provides the user with updated product descriptions during the configuration. (yes/no)

• Number of configuration steps
  Number of decisions that have to be taken to complete the configuration. The acceptance of the automatically generated proposal also counts as a decision. The amount of decisions within one category e.g. colour only counts as one decision.

• Pages
  Amount of pages of the configuration process. Checks if a page is alerted. But: Page is not seen as altered if only the depicted product changes and the rest of the site does not.

• Summary
  After the accomplishment of the configuration, the system provides the user with a summary. (yes/no)

Technical specifications

• SSL-Connection
  A SSL-Connection exists to ensure the security of the user’s personal data. (yes/no)

• Save Button
  A Save-button exists enabling the user to change and redesign his/her configured product at a later date. (yes/no)

• Login
  A Login-button is available during the configuration process e.g. in order to save the configured product. (yes/no)

• Scrolling
  Scrolling is necessary during the configuration. (yes/no)
  The user has to scroll vertically. (yes/no)
  The user has to scroll horizontally. (yes/no)

• CD implementation
  The corporate design is implemented throughout the configuration. (yes/no)

• Pop-Up
  The configurator appears in a Pop-Up. (yes/no)

• Loading Time (under 15 Seconds)
  The loading time is under 15 seconds. (yes/no)

• Plugin (required or optional)
  The configurator requires a plugin or offers a plugin optionally. (yes/no)

Visualization

• Product visualization
  The product or only a part of the product is depicted throughout the configuration process (the visualization can differ from the actual configuration). (yes/no)

• Product picture
  The complete product is depicted. (yes/no)

• Current update
  The system updates the product picture during the configuration process. (yes/no)

• Perspectives
  The product is presented from more than just one perspective. (yes/no)

• 3D
  A 3D-perspective exists allowing the user to rotate the product picture 360°. (yes/no)

• Interactivity
  The user can interact with the visualization. (yes/no)

• Animation
  An animation exists showing the user a predefined sequence of picture movements. (yes/no)

• Image at step x
  Number of configuration steps until an image of the product appears.

• Picture size
  Length and width of the product picture in pixel.

• Picture in special context
  The product picture is presented in a special context e.g. with people, nature, special background... (yes/no)

Ordering

• Current Price
  The current price of the configured product is stated during configuration. (yes/no)

• Itemized price
  An itemized price exists to show how the total price is composed. (yes/no)

• Buy-Button
  A Buy-button exists leading the user directly to the checkout. (yes/no)

• Order Possibilities
  The product can be ordered online. (yes/no)
  The product can be ordered offline. (yes/no)

• Payment procedures
  Different means of payment, e.g. credit card, debit card, cheque...

• Shopping cart
  A shopping cart-button exists transferring the product to the shopping cart. (yes/no)

• User details upon registration
  Details required for registration e.g. e-mail, name, date of birth...

• Delivery time
  The delivery time is quoted. (yes/no)

• Duration of delivery
  Duration of the delivery in business days (5 days a week).

• Means of transportation
  Different means of transportation e.g. parcel service, mail order

Extras

• Weaknesses
  Obvious weaknesses of configuration toolkits

• Forum
  A forum exists. (yes/no)

• Community
  A community exists. (yes/no)

• Exotic products
  The product offered for individualisation is unusual or exotic. (yes/no)

• Blog entry
  The configurator can be found in the cyLEDGE Know-how blog as well. (yes/no)

Hard-Facts

• Company
  Name of the company, offering the configurator

• Website
  The configurator’s web-address

• Industrial sector
  Industrial sector of product or service

• Brief description
  Brief description of configuration possibilities

• Product/Service
  Determines whether a product or service is offered for configuration

• Type of Production
  Distinguishes between high variety manufacturing (product already exists in different versions) and mass customization (product is produced after ordering)

• Promotion – Sales
  Checks if the product is just being promoted or for sale

• B2C/B2B
  Differentiates between consumer goods and industrial goods

• Producer of configuration system
  Name of the company that developed the configurator

• Language
  Number of languages provided by the configurator

• Contact details
  Contact details such as name of the contact, position of the contact within the company, street, country, zip-code, email, telephone number and fax