The bidding process is one of the most important phases for system contractors. A successful bid implies defining and implementing attractive and realistic systems solutions that fulfill customer expectations. An additional challenge arises with the increase in systems diversity resulting from growing customization needs. As a result, for standard customizing offers, bidders find good quality support with configuration software for assemble/make-to-order situations. But when requirements exceed the standard offers, bidders need extended support to fulfill Engineering-to-Order requirements. In this context, this article shows how configuration knowledge models, which support configuration in assemble/make-to-order situations (AMTO), can be extended and used in engineer-to-order situations (ETO). Modeling is achieved assuming that the configuration problem is considered as a constraint satisfaction problem. Six key requirements that differentiate ETO from AMTO are identified and modeling extensions are proposed and discussed. An example illustrates all the contributions.

At a time when modes of consumption are rapidly evolving, consumer attitudes and expectations are changing. Today, customers want more and more products and services that can be customised to their needs. Furthermore, they are more willing to pay for usage of a product rather than ownership. On the other hand, companies are adding more and more services to the products they are bringing to market in order to create added value and differentiate themselves from their competitors. To adapt to these new market trends, companies now have to offer their customers a more sophisticated catalog of solutions, in both product and services, including all conceivable combinations of the two. The aim of this article is to propose a generic knowledge-based model, dedicated to commercial offer configuration which is able to cope with the whole variety of solutions a company can deliver. To our knowledge, although some works on product configuration, service and product-service system configuration exist, none of them is generic enough to support product, service and product-service configuration at the same time when defining commercial offers. In this article, after giving a state-of-the-art assessment of product and service configurations, the need for a generic model able to cover the whole range and diversity of commercial offers is established, a knowledge-based model is defined and its relevance is demonstrated on seven use-cases coming from secondary and tertiary sector companies.