Case Study: Okuma America Corporation achieves Data Integrity and Faster Quote-to-Cash Control with Experlogix CPQ

World-Class Manufacturer of CNC Machine Tools Achieves Data Integrity and Improved Quote to Cash Control with Experlogix CPQ

Okuma America, the U.S. affiliate of global CNC machine tool leader Okuma, sells complex machines and services through a 2,000‑person distributor and partner network. Facing 20+ disparate systems — including an outdated CPQ and ERP — the company had a manual, error‑prone quote‑to‑order process, no easy way to change rules or user interfaces, and needed a solution that preserved strict data integrity while integrating with its distribution portal and vendor ecosystem.

Okuma implemented Experlogix CPQ integrated with Microsoft Dynamics 365, giving teams self‑service control over rules and UI, automating BOMs, routings and the full quote‑to‑order flow, and integrating dealer configurator portals. The result: quotes are faster and 100% accurate, complex orders that once took hours now process in minutes, inventory visibility and close rates improved, and dealers and internal users gained a simpler, more reliable sales process.

Okuma America Corporation

Ernie Long

Corporate Account Director