131 - extending the value of solid edge in an engineer-to...

Unrestricted © Siemens AG 2013 All rights reserved.

4th Generation VLC courtesy of Edison2

#SEU13

131 - Extending the Value of Solid Edge in an Engineer-to-Order World Jason Runnels, Product Manager, Siemens PLM Software


Siemens PLM Software

What you will learn:

This session will provide an overview of how the Rulestream technology, a

powerful product configurator integrated with Solid Edge, can help companies

increase overall responsiveness, accuracy, and profitability of their ETO

processes.

You will learn how:

• The sales organization will be able to rapidly generate accurate and compelling

proposals that include: 3D product visualizations, native Solid Edge quotation

drawings and detailed technical specification documents. Companies will improve

win rates, bid rates, provide greater margin security, and see improved customer

satisfaction.

• After the order is placed, the engineering organization will be able to more quickly

and accurately execute engineering processes by automating native Solid Edge

design models and drawings. Companies will improve lead times, eliminate errors,

improve quality, and reduce liquidated damages.



About: Jason Runnels

Jason Runnels

Product Manager


Jason Runnels is a member of the Chief Technology Office at Siemens PLM

Software. He is a product manager for the Rulestream Engineer-to-Order

product and is responsible for its new Solid Edge integration. The most recent

10+ years of his career have been focused on providing automation solutions for

custom product manufacturers. In his spare time he has become quite a Rubik's

Cube enthusiast.



4th Generation VLC

courtesy of Edison2

Agenda: 131 - Extending the Value of Solid Edge in

an Engineer-to-Order World

• Rulestream Introduction

• Target Business Processes

• Business Challenges & Benefits

• Solution Overview Demonstrations

• Technology Overview

• CAD Automation Requirements

• Live Solid Edge Integration

Demonstrations

• Customer Results

• Solution Summary

2013-JUNE-26

© Siemens AG 2013 All rights reserved.


Rulestream capabilities:

• Captures and manages ETO product

configuration rules

• Automates proposals, technical data, CAD

models/drawings, BOMs, work instructions

• Open, scalable system with OOTB

integrations to CAD, PLM, Office

Rulestream delivers:

• Shorter lead times

• Complete, compelling proposals

• Fast, accurate engineering data

Resulting in:

• Increased win rates & revenue

• Greater margin retention

• Higher customer satisfaction

Rulestream allows ETO companies to rapidly transform customer

specifications into profitable solutions.

Rulestream Engineer-to-Order (ETO)

2013-JUNE-26



Example ETO Process

Job correction errors

Delayed payments

Eng

. S

ales

C

usto

mer

Customer acceptance

MBOM

routings

quality data

Pro

duct

ion

Manufacturing

Inst

alla

tion

Field installation

Requirements Proposal review

Product configuration

Proposal & risk

assessment

Est

imat

ion

Cost estimate & markup

Design,

specifications,

drawings

Design,

CAD models

& drawings

eBOMs,

compliance

checks & eng. analysis

Design

approval

Contract award

Tooling & fixture design

2013-JUNE-26



ETO Sales Process Challenges

• Quotation & Order Lead Times

• Critical factors in win rate

• Limited time for up front design

• Accurate estimation of:

• Cost

• Schedule

• Risk

• Contingency kills paradox

• Proposals lack rich product data

• Drawings & 3D visualizations

• Detailed technical data

• Getting “spec-ed” into the job

Eng

. S

ales

C

usto

mer

P

rodu

ctio

n In

stal

latio

n



Proposal & risk

assessment

Est

imat

ion


Design, specifications,

drawings

Contract award

Long Lead

Times

Lower Win

Rates

Guesswork

erodes

margin

Proposals

Lack

Content

2013-JUNE-26



Order Engineering Process Challenges

• Long lead times

• Impact win rate

• Liquidated damages

• Managing change quickly and

accurately

• Changes to customer requests

• Changes to product definition

• Unnecessary variance in solution and

quality

• Limited resources with expertise

• Lack of enforcement of best practices and

lessons learned

• Non-value added work detracts from

new product development

• Workforce attrition of senior engineers

Eng

. S

ales

C

usto

mer

MBOMs, routings,

quality data, tooling

Pro

duct

ion

Manufacturing

Inst

alla

tion

Est

imat

ion

Design, CAD models & drawings

EBOMs, compliance checks &

eng. analysis

Design approval

Contract award

Liquidated

Damages

Limited

Scalability

Long lead

times.

Errors

cause scrap

& rework

2013-JUNE-26



Target ETO Process


Delayed payments

Eng

. S

ales

C

usto

mer

Customer acceptance

MBOM

routings

quality data

Pro

duct

ion

Manufacturing

Inst

alla

tion

Field installation



Proposal & risk

assessment

Est

imat

ion


Design,

specifications,

drawings

Design,

CAD models

& drawings

eBOMs,

compliance


Design

approval

Contract award


Respond at

near the

same speed

as standard

products

2013-JUNE-26



Target ETO Process


Delayed payments

Eng

. S

ales

C

usto

mer

Customer acceptance

Pro

duct

ion

Manufacturing

Inst

alla

tion

Field installation



Proposal &

risk

assessment

Est

imat

ion


Design,

specifications,

drawings

Contract award

Design

approval

MBOM

routings

quality data

Design,

CAD models

& drawings

eBOMs,

compliance



Go directly

from order to

manufacturing

Truly custom

or highly

value added

engineering

Respond at

near the

same speed

as standard

products

2013-JUNE-26



Rulestream Benefits


Delayed payments

Sales Benefits:

• Rapid proposal response times

• Better cost estimation (including supply chain)

• More predictable and improved margins

• Better alignment & communication of solution

• Higher win rates

Engineering Benefits:

• Shorter lead times

• Rapid execution of ECOs

• Fewer errors, reduced scrap and re-work

• Greater scalability

• Better knowledge retention

This ability to positively impact BOTH the top and bottom lines of a

company creates a compelling business case for operational improvement.

2013-JUNE-26



Introductory Product Demonstration

2013-JUNE-26



Example End User ETO Applications

Desktop Application

Web Client Application

D:/RUNNELS/archive_RUNNELS/Accounts/Rulestream_Presales_Training/ForSalesCentre/2013/EndUser_Intro_2013_Refrigeration_NX_Updated.avi

D:/RUNNELS/archive_RUNNELS/Accounts/Rulestream_Presales_Training/ForSalesCentre/2013/WebEndUser_Intro_2013_Refrigeration_NX_JT.avi

2013-JUNE-26



4th Generation VLC

courtesy of Edison2

Agenda: 131 - Extending the Value of Solid Edge in

an Engineer-to-Order World

• Rulestream Introduction

• Target Business Processes

• Business Challenges & Benefits

• Solution Overview Demonstrations

• Technology Overview

• CAD Automation Requirements

• Live Solid Edge Integration

Demonstrations

• Customer Results

• Solution Summary

2013-JUNE-26



The Rulestream Solution

Systems of Record

CRM ERP PLM

Authoring

Tools

CAD, CAM, CAE

MS Office

Visio, Word, Excel

Legacy

Rulestream

ETO

Rule

Execution

Engine

Rules & Facts

Repository

Domain

Experts

Customer

Requirements

• Product Configuration

•Proposals

• Tech Specifications

• Sales Drawings

• 3D Visualizations

• 3D models

• Mfg Drawings

• Analysis

• EBOMs, MBOMs

• Routings

• Test Procedures

• O&M manuals

Eng. Process

Quote Process

2013-JUNE-26



Key Integrations

• Solid Edge

• NX

• Teamcenter

• PLM Vis (JT)

• Pro/ENGINEER (CREO)

• Solid Works

• AutoCAD

• Microsoft Office (Visio, Word)

JT

2013-JUNE-26


Page 18 Siemens PLM Software

Rule Authoring and Maintenance in Rulestream

Easily

author & manage

rule models in

Rulestream

Rules can calculate

physical parameters,

functional characteristics,

and other, non-geometric

attributes

Standard plug-ins to

multiple CAD systems

&

MS Office tools

Rule hierarchy organizes

product relationships &

encourages rule reuse

Rule models can be

tagged & organized by

knowledge source Different release

status can be

assigned

Quickly identify

impact of rule change

by understanding

where a rule model is

used


4th Generation VLC

courtesy of Edison2

#SEU13

ETO CAD Requirements

2013-JUNE-26



CAD Automation Requirements for ETO

Process Requirements

Sales • Technical schematics

• Quotation drawings

• 3D visualization models

Order Engineering • Detailed 3D design models for engineering

and manufacturing

• General assembly drawings

• Detailed manufacturing drawings

• NC flat files

• 3D models for analysis

• Customer submittal drawings

• Customer packaging models

2013-JUNE-26




Requirement Description Benefit

Ease of rule authoring • Rules are easily mapped to the

model’s parametric definition

• No API programming required

• Faster time to value

• Lower maintenance costs

• Larger rule authoring community

CAD Independent • Rules stored outside of CAD models

• Rules executed independent of CAD

• Rule lifecycle independent of CAD

• Non-CAD outputs (BOM, etc.) do not

require CAD to be present

Rules mapped to the

feature definition of the

part or assembly

Rules stored and

executed independent

of CAD

2013-JUNE-26




Requirement Description Benefits

Native integration • Create native CAD models

• No CAD translation

• Enables efficient downstream manual

processing.

Bi-directional • Drive model definition

• Read mass properties & dimensions

• Assess interference / clearance

• 3D model automation

• Accurate mass props w/o complex calcs

• Closed loop optimization

Hybrid approach • Allows rule-based automation to co-

exist with manual design

• Important for products where 100% design

automation in not practical

Rulestream Rules Engine

(web service or client application)

Rules for generating CAD

components, assemblies, and

drawings

Bi-directional integration

2013-JUNE-26





Parametric

templates

• Models constructed from generic

templates that can be instanced and

controlled parametrically

• Designers can easily contribute to automation

• Library of templates can serve both order

automation and new product development

Dynamic

assemblies

• Bottoms-up assembly generation

• Eliminates need to pre-design

assembly variants or use

complicated top-down assemblies

• Supports highly variable product structures

• More modular design, greater reuse

• Lower cost/effort to maintain templates

• Reduced time/effort to launch new products

Rulestream

• Rules select correct template

• Rules parametrically size model

• Rules assemble components

Generate any possible design variant! Template library

2013-JUNE-26





User defined

features

• Rule-based control of user defined /

library features

• Eliminates the need to overload

component templates with features

• Lower cost/effort to maintain templates

• Simplified models for downstream manual

design

Hole cut-out Receptacle cut-out Oxygen tank cut-out

2013-JUNE-26





Support full range of

drawing types

• General assembly, manufacturing detail,

flats, installation, customer submittal, sales

• Single drawing automation

system for the enterprise

Template based • Drawings constructed from generic

templates that can be instanced and

controlled parametrically

• Designers can easily contribute

to automation

• Library of templates can serve

both order automation and new

product development

2013-JUNE-26



Summary of Key Capabilities:

3D CAD Automation

Capability Description

Parametric sizing Size parametric models based on rule calculated values

Dynamic assemblies Construct new assemblies from the bottom up

User defined features Configure component topology using user defined features

Mass properties Read mass properties back from the configured model

Interference/Clearances Read interference and clearance information back from the configured model

Sub assemblies Drive existing sub-assemblies parametrically when topology is static

Family tables Control assembly and component family tables

Material type Control part material type and/or density

Assembly visibility Control component and sub-assembly visibility

Color Control component color

Document Control template selection, file name, doc properties, and output formats (JT,

STEP, IGES, DWG, image files, etc.)

2013-JUNE-26



Summary of Key Capabilities:

2D Drawing Automation

Capability Description

View Control View scale, location, size, visibility, model visibility in view

Dimension Control Dimension location, existence

Note Control Note content, location, existence

Title Block Control title block information

Tables Generate or drive tabular data

Additional annotations GD&T, surface finish, etc.

Document Control template selection, file name, doc properties, and output formats (DXF,

PDF, image files, etc.)


4th Generation VLC

courtesy of Edison2

#SEU13

Solid Edge Integration

2013-JUNE-26



Live Solid Edge Integration Demonstrations

2013-JUNE-26



Rulestream Solid Edge Integration Roadmap

Apr Dec

Rulestream 8.6 – SE Integration

General:

Support for Solid Edge ST5

Control document name and properties

Error Handling & logging

3D Models:

Component automation (drive feature parameters)

Assembly automation (component insertion, removal, mating, display, etc.)

Mass properties, material selection

Sheet metal parts

Drawings:

Update model references

Control of view scale, visibility, position

Drive title block information

Control annotation location

8.5 8.7

Jun Sep Mar

Rulestream 8.7 – SE Integration

Insert/Drive feature library members

Control family of parts (spreadsheet)

Output generation (JT, images, Parasolid, etc.)

Unattended engineer support

8.6

TBD

ST6 Support

Teamcenter Solid Edge manager

Rules-based manufacturing features

2013-JUNE-26



Rulestream Engineer-to-Order

Example Customers Examples Products

Electrical Switchgear

Power Gen Equipment

HVAC Equipment

Special Packaging

Specialty Vehicles Fluid Flow Technology

http://www.ssloral.com/index.html

2013-JUNE-26



• 80% reduction in engineering time

• 95% decrease in BOM and drawing errors

• 2X increase in jobs won (increased bid rate and win rate)

• Cost avoidance of 30 additional engineers

• Change requests managed 5 times faster

• 50% decrease in annual expense compared to custom programming

Rulestream Customer Benefits


4th Generation VLC

courtesy of Edison2

#SEU13

Solution Summary

2013-JUNE-26



Rulestream Engineer-to-Order Summary

Inquiry Order MFG

Quotation/Proposal Order Engineering

• Platform for ETO process automation

• Captures and manages important

engineering & business rules

• Automates critical sales & engineering

deliverables

• Highly scalable, OOTB solution

• Easily integrates into a company’s

environment

2013-JUNE-26



4th Generation VLC

courtesy of Edison2

Contact

Jason Runnels

Rulestream Product Manager

Siemens PLM

Chicago, IL

E-mail:

[email protected]

mailto:[email protected]

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