Netformx DesignXpert®

The global leader in enterprise technology design and proposal generation

Businesses have complex information, communications, and technology requirements and a bewildering array of products to choose from. The need to connect people and information across locations, devices, and applications is complicated by the pressures of security, reliability, and environmental consciousness and by the technology imperatives to modernize, industrialize, move to the cloud, and support mobile and employee-owned devices. In order to delivery winning proposals, engineers and architects need to create the design that will serve as the basis for the sales proposal.

The design process often requires collaboration between multiple individuals and subject matter experts to arrive at a comprehensive proposal. This process becomes even more complex when factoring in the numerous requirements a customer may have. These include objectives to reduce power consumption or mandates to deploy devices that comply with government standards such as the Trade Agreements Act (TAA). The potential for making errors increases exponentially especially as the design may require products from multiple vendors and several iterations with the customer, equipment vendors and distributors before the order is placed. Arriving at a complete design with all the necessary customer-facing documents to secure a deal can be a costly and time-consuming process. Netformx addresses this challenge with the Netformx Discover-to-Sell solution.


The Netformx Discover-to-Sell Solution

The Netformx Discover-to-Sell solution transforms customer requirements into validated designs and winning proposals for enterprise technology. Netformx DesignXpert® and Netformx Discovery™ are part of this end-to-end solution.

Netformx Discovery supports assessment-led selling by auditing a customer's network and providing insights on technology upgrade, replacement, and enhancement opportunities. Netformx Discovery enables over 600 service providers, systems integrators, and equipment vendors in more than 75 countries to quickly and accurately baseline and audit their customers’ networks. Netformx Discovery identifies topology, equipment, and configuration data as well as end of life, end of support, and resource gaps. This information provides engineers and architects with design guidance and creates immediate up-sell and cross-sell opportunities.

Netformx DesignXpert allows users to quickly transform network discoveries into new proposals. Users can easily address security vulnerabilities, end-of-life devices, and new requirements the customer may have for more advanced products and services. With Netformx DesignXpert, users can create a multi-phased proposal to address, over time, the needs of their customers and provide a blueprint for their continued technology evolution.

When you purchase or renew your Netformx DesignXpert subscription, you also gain access to the Netformx KnowledgeBase™, the richest multi-vendor content library in the world. The Netformx KnowledgeBase includes over 545,000 products and more than 2.45 million rules, with enterprise technology product information including specifications, validation rules, pricing, ordering information, and discovery mappings from the world’s leading technology providers.

Netformx DesignXpert

Netformx DesignXpert is the global leader in enterprise technology design and proposal generation. Netformx DesignXpert automates the collaborative, end-to-end design process to produce a validated architecture and winning proposal. Because Netformx DesignXpert is so easy-to-use, users can work directly with their customers to design the solution. This eliminates costly and time-consuming “back and forth” interactions and allows the customer to be an active participant in the design process. Netformx DesignXpert automates the end-to-end process to produce complete designs, validated architectures, and customer-facing documents

Netformx DesignXpert enables over 2680 service providers, systems integrators, and equipment vendors in more than 144 countries to:

  • Higher Win Rates.  With the Netformx family of products and services, you can design and deliver complete, accurate, winning proposals for enterprise technology solutions. You can more easily promote and sell your unique products and services in a standard and consistent way, resulting in a differentiated value proposition
    and a more profitable proposal..
  • Happier Customers. Customers need enterprise technology solutions that meet their requirements and they demand that installations be correct the first time. Netformx helps you create compelling proposals that meet your customer’s needs and can be delivered flawlessly the first time.
  • More Profits. Netformx solutions can increase your sales efficiency by 60% to 90% and reduce your error rate by 99%. You can also improve your collaboration on projects among your employees and with your partners, establishing a common language for building designs and proposals. This helps scale your enterprise technology business efficiently and profitably.

Rich Graphical Design

Netformx DesignXpert is a graphically driven desktop-based application with an easy to use interface for designing solutions. Using the design canvas, users can start with a new configuration or make changes to a pre-discovered network or a design imported from files provided by the customer. Creating a new design is as easy as searching for and finding desired products and services within the Netformx KnowledgeBase.

Netformx DesignXpert users can quickly create a comprehensive design complete will all the products required for an end-to-end solution. Each device includes configuration information as well as connections mapped to physical ports.

Guided Selling Advisors

Guided selling advisors are a key capability of Netformx DesignXpert. Guided selling advisors put the expertise of product managers in the hands of the field, helping users more effectively refine requirements, configure complex solutions, and identify cost-effective or profitable equipment alternatives. The majority of guided selling advisors available in Netformx DesignXpert have been developed in conjunction with equipment vendors. They provide step-by-step questions aimed at narrowing down choices and creating a solution faster. Users with limited knowledge about a particular product benefit greatly from the wizard-like experience.

Advisors guarantee accuracy by presenting users with pre-designed selection criteria. By guiding the user every step of the way, the accuracy of the design is maintained from start to finish. This process eliminates the need for guesswork or time-consuming research. As a result, users can create accurate designs faster and have the piece of mind to know the design is configured without errors, using best practices created by the equipment vendors.

Netformx DesignXpert includes many guided selling advisors to help users with the following:

  • Reduce power consumption by selecting EnergyWise products
  • Identify Trade Agreements Act (TAA) compliance issues
  • Configure Cisco Unified Communications, Cisco Video Surveillance, and IronPort products
  • Improve profitability by identifying Cisco Borderless Access promotions
  • Streamline quoting for Managed Network Services (MNS) and Multi-Protocol Label Switching (MPLS) proposals by including all required information and enforcing rules.
  • And more.

Netformx has also implemented many customer-specific advisors to guide their sales teams when including their own unique products and services. Customer-specific advisors have been instrumental in helping customers ensure consistency, improve margin, and differentiate their proposals from other technology vendors.

Validated Designs

Designs are validated against the industry’s most complete KnowledgeBase that frees users from having to understand exactly how to construct each element used in the design canvas. With Netformx, professional and personalized winning proposals can be generated in a fraction of the time and eliminate the potential for costly configuration errors. Netformx DesignXpert ensures completed designs are accurate and can be deployed successfully the first time. The validation process is based on specific product configuration rules as described in the Netformx KnowledgeBase or directly controlled by the equipment vendor’s backend validation system.

Favorites and Templates

Netformx DesignXpert includes the ability to Implement best practices via pre-validated project and drawing files. These files can be created by individual users or shared with all users across a company. Favorites and templates enable to creation of “Lego-like” configuration elements to speed the design process. They also provide a more efficient way to rollout sales promotions with designated pre-validated solutions. Templates simplify the implementation of a modular design approach by breaking complex opportunities into basic elements and making it easer for users to rapidly create a complete design.

Winning Proposals and Customer Deliverables

Netformx DesignXpert allows users to deliver an accurate and professional proposal including a design diagram, a bill of materials (BOM, and a statement of work (SOW) that thoroughly addresses the customer’s original requirements. Because the design is based on a validated architecture, the user has confidence it will meet the customer’s needs and be deployed successfully.

Netformx DesignXpert users benefit from customizable and professional outputs including a 1-Click SOW generation. The SOW encapsulates:

  • User-defined templates for documents and reports
  • Quote and BOM
  • Network schematics direct from the project
  • Work-order and implementation reports


Output formats include Microsoft Word and Excel as well as HTML and MHT files.

All outputs are fully customizable to meet specific user needs and desired compliance with their own defined best practices including Microsoft Word-based templates and fully customizable bookmarks for structured Netformx DesignXpert data.

Achieving Success with Netformx DesignXpert

Netformx offers a variety of services to help you achieve success with Netformx DesignXpert. A complete portfolio of complimentary video-on-demand training is provided with your purchase. If you would like more customized training, Netformx Training Services provides both web conference and classroom training options. In the event that you require technical support, our software support professionals will gladly assist you with the level of service that has earned them sustained customer satisfaction levels of 95% and above. And with Netformx Assist, our consultants will provide personalized, one-on-one assistance to help you get the most out of your Netformx products.

Netformx DesignXpert lets you begin building your own designs within minutes. But when you are ready to go further, Netformx offers a variety of additional products to drive maximum value from your Netformx DesignXpert implementation. The Netformx Differentiate-to-Win solution incorporates your unique products, services, and best practices into designs to generate more wins. The Netformx Collaborative Sales-to-Delivery solution improves profitability by facilitating collaboration on projects and by incorporating your unique service offerings into quotes. Other specialized requirements, such as integration to your own internal ordering systems, are easily implemented if you require such levels of customization.

Download the Netformx DesignXpert Datasheet

For More Information

Netformx helps you deliver the right technology for every business. Netformx DesignXpert helps service providers, systems integrators, and equipment vendors win more business – and do so profitably. This is why Netformx is the choice of leading companies including AT&T, Bell Canada, CDW, Cisco, Dimension Data, ePlus, Nexus IS, Orange Business Services, PCMall, Sprint, Swisscom, Telstra, Verizon, and WWT. If you are ready to win more business, delight your customers, and produce more profitable proposals with a more efficient team, contact us today.

Click Here to see how leading design professionals around the world are using Netformx Solutions to increase sales, improve productivity, promote collaboration and minimize errors throughout the entire opportunity-to-proposal cycle.

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