product first – plm processes david nanto. © 2002 ptc ??? objectives

Product First – PLM Processes

David Nanto

© 2002 PTC

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Objectives

© 2002 PTC

PTC PLM Solutions

Collaborative ManufacturingSupplyLink

Product Data Management - PDMLink

PartsCatalog

DesignConfiguration

PartsCatalog

DesignConfiguration

Project Collaboration - ProjectLink

Windchill: Collaborate & Control

Professional CADPro/ENGINEER

Pro/ENGINEER: Create

PartsLinkPartsLink

DynamicDesignLinkDynamicDesignLink

© 2002 PTC

Product Lifecycle Processes

Planning -Portfolio Mgmt-Customer Req

Concept -Market Assessment-Idea Generation-Product Concept-Business Screen

Design-Conceptual Design-Product Definition-Design for X

-Design Reviews Engineering -Eng Analysis-Prototypes-Testing-Document Mgmt-EBOM

Mfg Planning-MBOM-Mfg Engineering

-Tooling -Ramp Up-Product Test -Outsourced Mfg

Vol. Sourcing -Supplier Production -RFx-Contract Mgmt

Production-ERP/MRP Connection-Work Instructions

Sell-Web Strategy-Custom Order-Design to Order

Service/Support-Plan for Service-After Market Service

Retirement

Market Rollout-Launch Planning-Product Launch

Adv. Sourcing -Component Selection-Design Iteration-Sample & RFQ-Transition to Volume

Quality

Project/Program Management

Release/Change Management

© 2002 PTC

Concept and Planning

Challenges: • Capturing and Communicating New Ideas

• Instituting Best Practices for Business Screens

• Understanding status of development projects in the pipeline

• Leveraging Virtual Teams and Company Intellectual Property

• Speed of Taking Ideas and turning them into Conceptual Designs

Solutions: Provides the Ability to:

ProjectLink - Deliver distributed team, project collaboration; - Automate business process management

PDMLink - Provide enterprise-wide access to product information - ECRs, Quality Reports

ProConcept - Freely explore and capture aesthetic designs without limitations -Sketching/Visualization

DDL - Create configurable products with design & business rulesLeverage design and business rules in early stage concepts

MarketAssessment

IdeaGeneration

CustomerRequirements

BusinessScreen

ProductConcept

PortfolioManagement

© 2002 PTC

Design

Challenges: - Limited Time to Spend on Concepts - Quickly Capturing Ideas in Digital Format

- Lack of Team Collaboration - Lack of Standard Part Libraries – or Templates for Design Constraints

-Long review cycle time with other functions

- Creating Family of Parts, Design Variables, Outputs (documents, assembly instructions etc)


Pro/E Design - Freely explore and capture aesthetic designs without limitations - Quickly create a single digital design of the entire product regardless of complexity - Transition designs upstream and downstream in the product development process

- Design with a distributed design team- Generate all deliverables from the single digital model

ProConcept - Freely explore and capture aesthetic designs without limitations

Routed Systems - Quickly create a single digital design of the entire product (Cabling, Wiring, Piping)

ProjectLink - Perform project data management (Store product info with the project)

PDMLink - Control product information -Central Repository of Data, (CAD, Mfg Specs, product performance specs, & CBOM);

DDL - Interactively guide product configurations with Specification Wizards and Rules

PTSL - Conduct parametric searches on part and design information (Search for existing parts)

ConceptualDesign

ProductDefinition

© 2002 PTC

Design

Challenges: - Limited Team Collaboration - Lack of accessibility of Templates for Design Constraints

- Ability to Allow Multiple Inputs to the Design - Long Review Cycle with other Functions (MFG)

- Speed of Approval of Team Recommendations - Design Visualization


Project Link - Automate business process management Templates for multiple functions to work together on design goal(s)

- Deliver distributed team, project collaboration External collaboration, GoNoGo Capture, Visualization/markup,

PDMLink - Control product information -Product Repository, Internal collaboration

ProE-Design - Design with a distributed design team (ModelCheck, Peer to Peer) - Automate repetitive tasks and for configuration (Design Libraries) - Check, capture and reuse best practices

ProE-Production - Validate, automate and optimize manufacturing efficiency (NC check)

RSD - Check, capture and reuse best practices (Libraries of cables, pipes, fittings)

DDL - Interactively guide product configurations

DesignforX

Design Reviews

© 2002 PTC

Engineering Engineering Analysis

TestingPrototypes

Challenges: - CAE not involved early enough in the design/development process - Less time to analyze and test

- Too many physical prototypes (not enough digital) - Developing the Testing plan


Pro/E Analysis - Simulate and Improve functional characteristics of the design -strength, thermal, solar, structural, wind, vibration, fluid, path and interference

- Propagate change upstream and downstream in the product development process

PDMLink - Control product information (Central Repository for Design and Analysis)

ProjectLink - Execute cross-functional, cross-enterprise project and program management - External Collaboration (visualization/ review/markup)

Pro/E Design - Create Virtual Prototypes

Pro/E Production - Create formal inspection programs with a coordinate measuring machine - Create Tooling Prototypes

Routed Systems - Create Virtual Prototypes of Routed Systems

DDL - Automatically generate product information for configured products (virtual prototypes)

© 2002 PTC

Engineering DocumentMgmt

EBOM

Challenges: •Information in paper and digital form

•Information in engineering libraries, manufacturing libraries, file cabinets, and hard disk drives

•Dispersed product-related intellectual capital

•Only the engineers know where the information is

•EBOM doesn't match MBOM

•Timely update and dissemination of EBOM to Manufacturing, Purchasing, Suppliers


PDMLink - Control Product Information - Design Repository, MS Office Integration, Visualization, Check in/out, Markup- EBOM Iterations, Versioning, History, Baselines, Effectivity

DDL - Manage & Control Configurable Product Information

© 2002 PTC

Advanced & Volume ComponentSelection

Samples &RFQ

DesignIteration

TransitionTo Volume

Challenges: - Leveraging existing parts/Enforcing the re-use of approved parts - Part Classification

- Speed of gathering information for the Bid Package

- Ensuring that suppliers have the most current design information

- Speeding the process of disseminating RFQx to suppliers

- Coordination between Engineering, Manufacturing, and Sourcing


PDMLink - Control product information (Product Repository)

PartsLink - Conduct parametric searches on part and design information, - Create interactive web-based product catalogs and component libraries

ProE-Design - Check, capture and reuse best practices (Model Check) - Design with a distributed design team (Peer to Peer); - Propagate change upstream and downstream in the product development process


SupplyLink - Support Sourcing Processes for Engineered Items - RFQ Templates, Response Repository, Provide latest part info outside firewall

- Manage external access to necessary product & procurement information - Control product definition with external manufacturing partners

ProjectLink - Execute Cross-Functional, Cross-Enterprise Project and Program Management

SupplierProduction

ContractMgmt

RFx

© 2002 PTC

Mfg Planning & Production

Challenges: •Manual or Adhoc processes around release to manufacturing

•MBOM documents are kept in a combination of electronic and paper media

•Communication about assembly instructions

•Tooling design is manually done using a hard copy version of part design.

•Collecting issues about production and design, and quickly correcting those issues with suppliers


PDMLink - Provide enterprise-wide access to product information- MBOM Repository & Configuration Management

- Control product information (Product Information Repository)

DDL - Automatically generate product information (create MBOM based on variants)

Pro/E Production - Design tooling, Mold making, jig and fixture, inserts, support structure, & Create NC Toolpaths, designs, process planning, - Propagate change upstream and downstream in the product development process

Pro/E Design - Propagate change upstream and downstream in the product development process - Adjust design based on feedback from MFG

SupplyLink - Manage external access to necessary product & procurement information - Control product definition with external manufacturing partners

- Update contract manufacturing with MBOM

MBOM RampUp

Mfg EngTooling

ProductTest

OutsourcedMfg

WorkInstructions

ERPIntegration

© 2002 PTC

Market Rollout & Sales

Challenges: •Communication with internal functions, marketing, sales, manufacturing, quality, and engineering.

•Communication with external partners (distribution, suppliers)

•Promotions, product literature, sales training material are generated from scratch, pulling together information from disparate, unconnected systems.

•Developing Classification Structures and Ongoing Content Management for web catalogs

•Miscommunications cause Design-To-Order (DTO) products to need rework


ProjectLink - Deliver Distributed Team, Project Collaboration - Virtual team planning, resource planning

- Execute cross-functional, cross-enterprise project and program management

PDMLink - Control product information (Product repository)

PartsLink - Control and distribute catalog content to customers (Parts Catalog)

DDL - Create configurable products with design & business rules - Interactively guide product configurations- Automatically generate product information for configured products- Manage & control configurable product information

Pro/E Design - Quickly create a single digital design of the entire product regardless of complexity

LaunchPlanning

WebStrategy

Product Launch

CustomOrder

Design toOrder

© 2002 PTC

Service & Support

Challenges: •Coordination between Engineering, Marketing, and Service organizations

•Speeding the design and development of tooling for service

•Difficulty leveraging product information in other business processes

•Marketing, sales, customer support don’t have direct access to product information

•Tracking parts from retired parts

•Managing Inventory Obsolescence


ProjectLink - Execute cross-functional, cross-enterprise project and program management - Virtual Team, Resource Planning

PDMLink - Control Product Information (Product repository with Visualization)- Control and automate product development processes

- Manage change of product phase and associated product information

Plan forService

RetirementAfter MarketService

© 2002 PTC


Project/Program Mgmt Pain Points PTC Solutions

Capability to Impact Process Low Medium High

- Schedule is out of date as soon as it's published

Tracking down updates to schedule

Difficult getting everyone together to review issues, gates, etc.

Difficult to get the latest corporate document templates published


ProjectLink-Ability to execute cross-functional, cross-enterprise project and program management

The process of managing projects or development projects including phase (stage) gates and project planning/execution. Includes resource planning.

Project / Program Management

© 2002 PTC

Quality

Quality Pain Points PTC Solutions


- Different processes in each department or location

- Cannot standardize processes

- Difficulty implementing quality standards and procedures for process control

ProjectLink-Ability to automate business process management (Templates for SixSigma, APQP etc)

ProE-Design-Ability to check, capture and reuse best practices (ModelCheck)

ProE-Production Ability to check, capture and reuse best practices (CMM & Verify)

The process of incorporating quality initiatives into each aspect of the Product Lifecycle examples include Six Sigma or Total Quality Management.

Quality

© 2002 PTC

Change/Release Management

Change/Release Mgmt Pain Points PTC Solutions


- Change control process is defined, but followed only a fraction of the time

-When processing a change, information resides all over the place and cannot be easily located

- There is no formal routing and approval authority is a sign off by some individual.

- Little or no record is kept of the trail of review and discussion.

PDMLink -Ability to control and automate product development processes (CMII processes)

The polices and procedures for initiating, executing, approving, and archiving Engineering Changes/Releases. Includes, capturing the change suggestions, evaluating change impacts, implementing the change, and auditing/releasing new product data.

Change / Release Management

© 2002 PTC

Windchill Solutions Support Critical Product Lifecycle Processes




-Design Reviews Engineering -Eng Analysis-Prototypes-Document Mgmt-EBOM







Retirement



Quality



Windchill PDMLinkWindchill ProjectLinkWindchill Dynamic Design LinkWindchill PartsLinkWindchill SupplyLink

© 2002 PTC

Product Lifecycle Processes




-Design Reviews Engineering -Eng Analysis-Prototypes-Testing-Document Mgmt-EBOM







Retirement



Quality



© 2002 PTC

Concept and Planning

Challenges: • Capturing and Communicating New Ideas

• Instituting Best Practices for Business Screens

• Understanding status of development projects in the pipeline

• Leveraging Virtual Teams and Company Intellectual Property

• Speed of Taking Ideas and turning them into Conceptual Designs


ProjectLink - Deliver distributed team, project collaboration; - Automate business process management

PDMLink - Provide enterprise-wide access to product information - ECRs, Quality Reports

ProConcept - Freely explore and capture aesthetic designs without limitations -Sketching/Visualization

DDL - Create configurable products with design & business rulesLeverage design and business rules in early stage concepts

MarketAssessment

IdeaGeneration

CustomerRequirements

BusinessScreen

ProductConcept

PortfolioManagement

© 2002 PTC

Market Assessment

Concept

The analysis of the market potential for a new product or a product enhancement including the number of competing products, level of competitiveness, and growth rate.

Market Assessment Pain Points PTC Solutions

-Determining what products do customers really want

-Ensuring that new products fit into the product portfolio

-Developing a strong business case for new products

-Ensuring that new products or projects are aligned with corporate strategy

ProjectLink- Ability to execute cross-functional, cross-enterprise project and program management

-Market Assessment-Idea Generation-Product Concept-Business Screen

© 2002 PTC

Idea Generation

Concept

Idea Generation Pain Points PTC Solutions

-Conceiving new product ideas

-Ideas capture mechanism

-Supporting virtual collaboration between distributed teams

-Ensuring an organized way to keep or store ideas for maturation, development, and record

The process where ideas are collected, screened and funneled into the new product development process through an initial idea screen. Also includes creating the environment to breed new ideas.

ProjectLink- Ability to deliver distributed team, project collaboration (virtual forum, track GoNoGo Decisions, manage pipeline of new ideas)


© 2002 PTC

Product Concept

Concept

Product Concept Pain Points PTC Solutions

A clearly written and possibly visual description of the new product idea that includes its primary features and benefits, combined with a broad understanding of the technology needed. Also includes industrial design work.

-Speeding time from concept to model

-Rapid creation of prototypes


-How to leverage existing knowledge in the business

ProjectLink- Ability to deliver distributed team, project collaborationPDMLink-Ability to provide enterprise-wide access to product information (Access to existing product information, ECRs, quality reports)ProConcept-Ability to freely explore and capture aesthetic designs without limitations(Sketching/Visualization)DDL-Ability to create configurable products with design & business rules (use design and business rules in early stage concepts)


© 2002 PTC

Business Screen

Concept

Business Screen Pain Points PTC Solutions

The results of the market, technical and financial analyses, or up-front homework. Ideally defined just prior to the "go to development" decision (gate), the screen defines the product and project, including the project justification and the action or business plan.


-Speeding the approval cycle

ProjectLink- Ability to automate business process management (track GoNoGo Decisions)DDL-Ability to create configurable products with design & business rules (use business rules as part of screen)"


© 2002 PTC

Portfolio Management

Portfolio Management Pain Points PTC Solutions

The process of determining the risk/returns tradeoffs for development initiatives vs. the future financial performance of the products in the portfolio. Includes managing current status of development projects, and decisions about the retirement of products.

-Assessing risks based on external information

-Understanding the short and long term value of Patents and intellectual property

ProjectLink- Ability to execute cross-functional, cross-enterprise project and program management (manage status of projects across portfolio)


© 2002 PTC

Customer Requirements

Customer Requirements Pain Points PTC Solutions

Planning

The process of gathering and prioritizing customer/market needs. These needs, either expressed or yet-to-be articulated, provide new product development opportunities for the firm.

-Gathering and storing requirements

-Linking Engineering Tools to Requirements Management Systems

PDMLink- Ability to provide enterprise-wide access to product information (Access ECRs, quality/problem reports, connection with Doors)

DDL-Ability to interactively guide product configurations (use specification wizard for focus groups)

-Portfolio Mgmt-Customer Req

© 2002 PTC

Design

Challenges: - Limited Time to Spend on Concepts - Quickly Capturing Ideas in Digital Format

- Lack of Team Collaboration - Lack of Standard Part Libraries – or Templates for Design Constraints

-Long review cycle time with other functions

- Creating Family of Parts, Design Variables, Outputs (documents, assembly instructions etc)


Pro/E Design - Freely explore and capture aesthetic designs without limitations - Quickly create a single digital design of the entire product regardless of complexity - Transition designs upstream and downstream in the product development process

- Design with a distributed design team- Generate all deliverables from the single digital model

ProConcept - Freely explore and capture aesthetic designs without limitations

Routed Systems - Quickly create a single digital design of the entire product (Cabling, Wiring, Piping)

ProjectLink - Perform project data management (Store product info with the project)

PDMLink - Control product information -Central Repository of Data, (CAD, Mfg Specs, product performance specs, & CBOM);

DDL - Interactively guide product configurations with Specification Wizards and Rules

PTSL - Conduct parametric searches on part and design information (Search for existing parts)

ConceptualDesign

ProductDefinition

© 2002 PTC

Design

Challenges: - Limited Team Collaboration - Lack of accessibility of Templates for Design Constraints

- Ability to Allow Multiple Inputs to the Design - Long Review Cycle with other Functions (MFG)

- Speed of Approval of Team Recommendations - Design Visualization


Project Link - Automate business process management Templates for multiple functions to work together on design goal(s)

- Deliver distributed team, project collaboration External collaboration, GoNoGo Capture, Visualization/markup,

PDMLink - Control product information -Product Repository, Internal collaboration

ProE-Design - Design with a distributed design team (ModelCheck, Peer to Peer) - Automate repetitive tasks and for configuration (Design Libraries) - Check, capture and reuse best practices

ProE-Production - Validate, automate and optimize manufacturing efficiency (NC check)

RSD - Check, capture and reuse best practices (Libraries of cables, pipes, fittings)


DesignforX

Design Reviews

© 2002 PTC

Conceptual Design

Design

The process of incorporating internal/customer/market requirements for the approved product concept to develop one or more initial digital designs. The design at this stage is still very fluid.

Conceptual Design Pain Points PTC Solutions

-Limited time available for concepts

-Little or no industrial design

-Quickly capturing ideas

-CAD software has too many barriers to creativity

-Too difficult to quickly exchange data between Industrial Design and CAD tools

ProE-Design-Ability to freely explore and capture aesthetic designs without limitations; Ability to quickly create a single digital design of the entire product regardless of complexity (Create more detailed ergonomic shapes/designs); Ability to transition designs upstream and downstream in the product development process; Ability to design with a distributed design team

ProjectLink-Ability to perform project data management (Store product info with the project)

ProConcept-Ability to freely explore and capture aesthetic designs without limitations (Industrial Design)

RSD-Ability to quickly create a single digital design of the entire product regardless of complexity (Systems Design)

DDL-Ability to interactively guide product configurations

-Conceptual Design-Product Definition-Design for X

-Design Reviews

© 2002 PTC

Product Definition

Product Definition Pain Points PTC Solutions

The process of refining the detailed product specification including performance requirements and technology assessment. This process also includes the creation of the digital design including geometry, and physical attributes/properties.

-Creating Family of Parts, configuration management, creation of design variables, create outputs

-Less time to complete designs

-Lack of collaboration and document control

-Maintaining the CAD database to manufacturing data

-Inefficient ECO Process

-Lack of standard part libraries

-Organizing CAD data

ProE-Design-Ability to quickly create a single digital design of the entire product regardless of complexity (Creation of Geometry, Part Families, Design Variables) , Ability to generate all deliverables from the single digital model (Drawings);

PDMLink-Ability to control product information (Central Repository of Data, i.e. CAD, Mfg Specs, product performance specs & associate templates with parts, Leverage Existing Designs/Product Info, create CBOM);

RSD-Ability to quickly create a single digital design of the entire product regardless of complexity (Systems Design)

DDL-Ability to interactively guide product configurations(Spec Wizard for Design Variants);

PartsLink-Ability to do parametric searches on part and design information (Search for existing parts)


-Design Reviews

© 2002 PTC

Design for X

Design for X Pain Points PTC Solutions

The process of creating designs with a specific broad goal (or goals) in mind, examples include DfExcellence, DfManufacturability, DfAssemby, DfModularity, DfPostponement, DfTestability, DfInternational, DfServicability, DfDisassembly.

-Collaborating with extended teams

-Lack of templates for design constraints

-Limited ability to allow multiple inputs to the design

-Lengthy review cycle time with manufacturing

-Lack of speed in approval/adaptation of team recommendations

ProjectLink-Ability to automate business process management (Templates for multiple functions to work together on design goal(s), external collaboration)

PDMLink-Ability to control product information (Product Repository, facilitate controlled processes, Internal collaboration)

ProE-Design-Ability to design with a distributed design team (ModelCheck, peer to peer); Ability to automate repetitive tasks and for configuration (Design Libraries); Ability to check, capture and reuse best practices

ProE-Production-Ability to validate, automate and optimize manufacturing efficiency (NC check)

RSD -Ability to check, capture and reuse best practices (Libraries of cables, pipes, fittings)



-Design Reviews

© 2002 PTC

Design Reviews

Design Reviews Pain Points PTC Solutions

The process of reviewing initial through final designs with stakeholders such as marketing, sales, manufacturing, and purchasing, customers, suppliers.

-Lack of experienced team (bringing people up to speed)

-Team members not co-located

-Scheduling virtual teams

-Lack of information available to all team members

-Lack of participation

-Lack of 3D visualization

ProjectLink-Ability to deliver distributed team, project collaboration (GoNoGo capture, advanced workflow, visualization/markup, online meetings)

PDMLink-Ability to control product information (Central Repository for Design Information)

ProE-Design-Ability to share data with partners (Update/revise designs, peer to peer); Ability to design with a distributed design team



-Design Reviews

© 2002 PTC

Engineering Engineering Analysis

TestingPrototypes

Challenges: - CAE not involved early enough in the design/development process - Less time to analyze and test

- Too many physical prototypes (not enough digital) - Developing the Testing plan


Pro/E Analysis - Simulate and Improve functional characteristics of the design -strength, thermal, solar, structural, wind, vibration, fluid, path and interference

- Propagate change upstream and downstream in the product development process

PDMLink - Control product information (Central Repository for Design and Analysis)

ProjectLink - Execute cross-functional, cross-enterprise project and program management - External Collaboration (visualization/ review/markup)

Pro/E Design - Create Virtual Prototypes

Pro/E Production - Create formal inspection programs with a coordinate measuring machine - Create Tooling Prototypes

Routed Systems - Create Virtual Prototypes of Routed Systems

DDL - Automatically generate product information for configured products (virtual prototypes)

© 2002 PTC

Engineering DocumentMgmt

EBOM

Challenges: •Information in paper and digital form

•Information in engineering libraries, manufacturing libraries, file cabinets, and hard disk drives

•Dispersed product-related intellectual capital

•Only the engineers know where the information is

•EBOM doesn't match MBOM

•Timely update and dissemination of EBOM to Manufacturing, Purchasing, Suppliers


PDMLink - Control Product Information - Design Repository, MS Office Integration, Visualization, Check in/out, Markup- EBOM Iterations, Versioning, History, Baselines, Effectivity

DDL - Manage & Control Configurable Product Information

© 2002 PTC

Engineering Analysis

Eng Analysis Pain Points PTC Solutions

Engineering

The optimization, simulation, and analysis of the digital/physical product designs. Including, cost reduction, weight reduction, maximizing strength, thermal, solar, structural, wind, vibration, fluid, etc..

-Geometry creation is too disconnected from engineering analysis

-Lack of integration between CAD and CAE

-Limited breadth of Analysis capabilities

-Poorly defined design specification

-CAE not involved early enough in the design/development process

ProMechanica-Ability to simulate and improve functional characteristics of the design (strength, thermal, solar, structural, wind, vibration, fluid, Path and interference analysis); Ability to propagate change upstream and downstream in the product development process

PDM-Ability to control product information (Central Repository for design and analysis)

-Eng Analysis-Prototypes-Testing-Document Mgmt-EBOM

© 2002 PTC

Prototypes

Prototypes Pain Points PTC Solutions

Create virtual or physical representations of the product that incorporate the current design/engineering details for the purpose of verifying the product requirements/attributes.

-Having a valid part database

-Transferring part database to supplier

-Keeping Changes current (Revision control)

-Too many physical prototypes (not enough digital)

ProjectLink-Ability to execute cross-functional, cross-enterprise project and program management (Outside firewall model visualization/review)

ProE-Design-Create Virtual Prototypes,

ProE-Production-Create Tooling Prototypes

RSD-Create Virtual Prototypes of Routed Systems

PDMLink-Ability to control product information (Internal product repository)

DDL-Ability to automatically generate product information (virtual prototypes)

Engineering-Eng Analysis-Prototypes-Testing-Document Mgmt-EBOM

© 2002 PTC

Testing

Testing Pain Points PTC Solutions The process of verifying that the product design meets the specified requirements/attributes.

Using wrong components in test that don't reflect actual production parts

Poor design of standard components that adversely effect test

Lack of accuracy in CAD db that is driving 1st build.

Ensuring sufficient and comprehensive testing

Developing the testing plan

Bringing in voice of manufacturing

Bringing in voice of customer marketing

ProE-Production-Create formal inspection programs with a coordinate measuring machine, warp capability to correct defects.


© 2002 PTC

Document Management

Doc Management Pain Points PTC Solutions

The ongoing storage, management, and access control for all digital product information.

Information in paper and digital form

Information in engineering libraries, manufacturing libraries, file cabinets, and hard disk drives

Dispersed product-related intellectual capital

Difficult to know if information is up to date and accurate

Information resides in multiple, unconnected data bases

Only the engineers know where the information is

PDMLink-Ability to control product information (Design Repository MS Office integration, visualization, check in/out, markup)

DDL-Ability to manage & control configurable product information


© 2002 PTC

EBOM

EBOM Pain Points PTC Solutions

The creation and ongoing management of the Engineering BOM along with associated documents.

-System integration CAD, ERP

-EBOM doesn't match MBOM

-Timely update and dissemination of EBOM to Manufacturing, Purchasing, Suppliers

PDMLink-Ability to control product information (Config. Mgmt, iterations, versioning, history, baselines, effectivity)


© 2002 PTC

Advanced & Volume ComponentSelection

Samples &RFQ

DesignIteration

TransitionTo Volume

Challenges: - Leveraging existing parts/Enforcing the re-use of approved parts - Part Classification

- Speed of gathering information for the Bid Package

- Ensuring that suppliers have the most current design information

- Speeding the process of disseminating RFQx to suppliers

- Coordination between Engineering, Manufacturing, and Sourcing


PDMLink - Control product information (Product Repository)

PartsLink - Conduct parametric searches on part and design information, - Create interactive web-based product catalogs and component libraries

ProE-Design - Check, capture and reuse best practices (Model Check) - Design with a distributed design team (Peer to Peer); - Propagate change upstream and downstream in the product development process


SupplyLink - Support Sourcing Processes for Engineered Items - RFQ Templates, Response Repository, Provide latest part info outside firewall

- Manage external access to necessary product & procurement information - Control product definition with external manufacturing partners

ProjectLink - Execute Cross-Functional, Cross-Enterprise Project and Program Management

SupplierProduction

ContractMgmt

RFx

© 2002 PTC

Advanced

Component Selection Pain Points PTC Solutions

The process of leveraging existing designs or approved parts including identifying areas for re-design and establishment of part design objectives, search for part design re-use, approved standard parts.

-Leveraging existing parts

-Finding and approving new suppliers

-Enforcing the re-use of approved parts

-Part Classification

PDMLink-Ability to control product information (Product Repository)

PartsLink-Ability to do parametric searches on part and design information, Ability to create interactive web-based product catalogs and component libraries

ProE-Design-Ability to check, capture and reuse best practices (Model Check)


-Component Selection-Design Iteration-Sample & RFQ-Transition to Volume

Component Selection

© 2002 PTC

Advanced

Design Iteration Pain Points PTC Solutions

-Communication with suppliers

-Ensuring that suppliers have the most current design information

SupplyLink-Ability to control product definition with external manufacturing partners (Communicate latest part info outside firewall)


ProE-Design-Ability to design with a distributed design team (Peer to Peer); Ability to share data with partners; Ability to propagate change upstream and downstream in the product development process

RSD-Ability to propagate change upstream and downstream in the product development process

The process of working with a supplier to finalize the design of a sourced part, may include supplier suggestions for design or other existing parts.

-Component Selection-Design Iteration-Sample & RFQ-Transition to Volume

Design Iteration

© 2002 PTC

Sample & RFQ Pain Points PTC Solutions

-Speed of gathering information for the bid package

-Speeding the process of disseminating RFQx to suppliers

-Information exchange between buyers and suppliers

SupplyLink-Ability to support sourcing processes for engineered items (RFQ Templates, response, repository, provide latest part info outside firewall)

The development and execution of a simple sample request, establish supplier attributes, populate RFQ templates (based on beta, pilot, and volume production levels), assemble required documents, and publish/transmit RFx.

Advanced-Component Selection-Design Iteration-Sample & RFQ-Transition to Volume

Sample & RFQ

© 2002 PTC

Transition to Volume Pain Points PTC Solutions

-Coordination between Engineering, Manufacturing, and Sourcing

-Managing Engineering Change Requests

-Avoiding Data Translation Errors

SupplyLink-Ability to manage external access to necessary product & procurement information (Provide latest part info outside firewall)

Manage suppliers through the pilot and beta phases and transition to the volume sourcing team. Includes: costing the BOM, generating material plans – pilot, beta, volume, contracting with selected vendors for pilot and beta activities, requesting samples, conducting pilot and beta, transition to the volume team.

Advanced-Component Selection-Design Iteration-Sample & RFQ-Transition to Volume

Transition to Volume

© 2002 PTC

Supplier Production Pain Points PTC Solutions

-Validating supplier ramp capacity

-Ensuring reliability and flexibility of known suppliers

-Communicating production volume forecasts and timing

-EBOM explosion to generate part level forecasts requires manual analysis and checking.

SupplyLink-Ability to manage external access to necessary product & procurement information (Update suppliers with latest product definition)

Ramp up of supplier manufacturing and ongoing supplier management.

-Supplier Production -RFx-Contract Mgmt

Volume

Supplier Production

© 2002 PTC

RFx Pain Points PTC Solutions

-Speed of gathering information for the bid package

-Speeding the process of disseminating RFQx to suppliers

-Information exchange between buyers and suppliers

SupplyLink-Ability to support sourcing processes for engineered items (RFx Templates, Responses)

The process of creating and transmitting RFx to suppliers. Includes, populating product templates, assembling required documents, produce BOM, and publishing/transmitting RFx to vendors or marketplace.


Volume

RFx

© 2002 PTC

Volume

Contract Management Pain Points PTC Solutions

-Established contracts are paper based.

-Updates to contracts are driven by cost pressure, not strategic concerns.

-Communication with suppliers may be a combination of phone, fax, email and face to face meetings.

-Poor if any records are kept of previous negotiation points and supplier quality.

SupplyLink-Ability to support sourcing processes for engineered items (Limited to doc management)

The process of managing suppliers through the life of a contract including, supplier tracking, reporting, evaluation, and conducting reviews with suppliers.


Contract Management

© 2002 PTC

Mfg Planning & Production

Challenges: •Manual or Adhoc processes around release to manufacturing

•MBOM documents are kept in a combination of electronic and paper media

•Communication about assembly instructions

•Tooling design is manually done using a hard copy version of part design.

•Collecting issues about production and design, and quickly correcting those issues with suppliers


PDMLink - Provide enterprise-wide access to product information- MBOM Repository & Configuration Management

- Control product information (Product Information Repository)

DDL - Automatically generate product information (create MBOM based on variants)

Pro/E Production - Design tooling, Mold making, jig and fixture, inserts, support structure, & Create NC Toolpaths, designs, process planning, - Propagate change upstream and downstream in the product development process

Pro/E Design - Propagate change upstream and downstream in the product development process - Adjust design based on feedback from MFG

SupplyLink - Manage external access to necessary product & procurement information - Control product definition with external manufacturing partners

- Update contract manufacturing with MBOM

MBOM RampUp

Mfg EngTooling

ProductTest

OutsourcedMfg

WorkInstructions

ERPIntegration

© 2002 PTC

Planning

MBOM Pain Points PTC Solutions

-Creation of MBOM is a manual process.

-Creating work instructions automatically

-MBOM documents are kept in a combination of electronic and paper media

-Communicating changes or updates from EBOM to MBOM

PDMLink-Ability to provide enterprise-wide access to product information (MBOM Repository & Config Management);

DDL-Ability to automatically generate product information (create MBOM based on variants)

SupplyLink-Ability to control product definition with external manufacturing partners (update external mfg with MBOM)

The creation and ongoing management of the MBOM. Includes release to manufacturing and release to contract manufacturing.

-MBOM-Mfg Engineering


MBOM

© 2002 PTC

Manufacturing Engineering Pain Points PTC Solutions

- Communication about assembly instructions

- Deciding between cost of mfg process and cost of design change

ProE-Production-Mold making, jig and fixture, design of the tooling, inserts, support structure, & Create NC Toolpaths, update designs, process planning,

PDMLink-Ability to control product information (Design Repository)

The process of making the manufacturing of the product more efficient and evaluating the tradeoffs in design to accommodate mfg constraints or identifying new manufacturing processes to accommodate unique design constraints. Also includes the design of toolpaths.

Planning-MBOM-Mfg Engineering


Manufacturing Engineering

© 2002 PTC

Tooling Pain Points PTC Solutions - Tooling design is manually done using a hard copy version of part design

-Specifications and geometry are defined in a desktop CAD system, but review and approval is ad hoc and manual

-Lack of electronic linkage between documents

-Communicating Tooling requirements to suppliers

ProE-Production-Mold making, jig and fixture, design of the tooling, inserts, support structure, & Create NC Toolpaths, update designs, process planning, Ability to propagate change upstream and downstream in the product development process

ProjectLink-Ability to deliver distributed team, project collaboration

The process of specifying, and ordering equipment/tooling to manufacture the product.



Tooling

© 2002 PTC

Ramp Up Pain Points PTC Solutions

- Collecting issues about production and design

- Quickly correcting those issues with suppliers

ProE-Design-Ability to propagate change upstream and downstream in the product development process (Adjust design of parts based on feedback from MFG),

ProE-Production-Ability to propagate change upstream and downstream in the product development process (Adjust tooling based on feedback from Mfg)

PDMLink-Ability to control product information (Design Repository)

The process of conducting pilot production runs and preparing for volume production.



Ramp Up

© 2002 PTC

Product Test Pain Points PTC Solutions

- Collecting issues about design and process and speed of correction

ProE-Design-Ability to propagate change upstream and downstream in the product development process (Update Designs based on test results/market feedback)

ProE-Production Ability to propagate change upstream and downstream in the product development process (Update Tooling based on test results)

PDMLink-Ability to control product information (Product Information Repository)

The process of verifying designs for manufacturability and market acceptance. Includes, basic functionally testing, reliability testing, market/customer acceptance, and preparing for volume production.



Product Test

© 2002 PTC

Outsourced Manufacturing Pain Points PTC Solutions

- Sharing design information

- Communicating engineering changes to Suppliers

- Errors in Supplier's production due to out of date product information

SupplyLink-Ability to manage external access to necessary product & procurement information (Communicate and update contract mfg with latest product information, View Version MBOM etc.)

The management of outsourced manufacturing to external firms.



Outsourced Manufacturing

© 2002 PTC

MRP/ERP Connection Pain Points PTC Solutions

- Managing implementations of Application Integration solutions

Managing source application customization and EAI customization

Lack of off the shelf functionality for ERP/MRP connectivity

PDMLink-Ability to provide enterprise-wide access to product information (Product repository with ESI)

The passing and maintaining current and accurate MBOM to the appropriate Manufacturing System. Also, includes passing ECNs.


ERP/MRP Connection

© 2002 PTC

Work Instructions Pain Points PTC Solutions

- Speed of creating work instructions and providing those instructions to the appropriate functions.

ProE-Production-Ability to generate all deliverables from the single digital model (automate assembly/machining steps, product view can support assembly docs if you have multiple cad authoring tools)

Sequence planning and related information are developed and managed. Includes the process of updating the work instructions based on Engineering Changes.


Work Instructions

© 2002 PTC

Market Rollout & Sales

Challenges: •Communication with internal functions, marketing, sales, manufacturing, quality, and engineering.

•Communication with external partners (distribution, suppliers)

•Promotions, product literature, sales training material are generated from scratch, pulling together information from disparate, unconnected systems.

•Developing Classification Structures and Ongoing Content Management for web catalogs

•Miscommunications cause Design-To-Order (DTO) products to need rework


ProjectLink - Deliver Distributed Team, Project Collaboration - Virtual team planning, resource planning

- Execute cross-functional, cross-enterprise project and program management

PDMLink - Control product information (Product repository)

PartsLink - Control and distribute catalog content to customers (Parts Catalog)

DDL - Create configurable products with design & business rules - Interactively guide product configurations- Automatically generate product information for configured products- Manage & control configurable product information

Pro/E Design - Quickly create a single digital design of the entire product regardless of complexity

LaunchPlanning

WebStrategy

Product Launch

CustomOrder

Design toOrder

© 2002 PTC

Launch Planning Pain Points PTC Solutions

- Communicating with internal functions, marketing, sales, manufacturing, quality, and engineering.

- Communicating with external partners (distribution, suppliers)

ProjectLink -Ability to deliver distributed team, project collaboration (Virtual team planning, resource planning)

The development of the launch plan which incorporates marketing, distribution, and manufacturing, suppliers, and partners.


Launch Planning

© 2002 PTC

Product Launch Pain Points PTC Solutions - Communicating with internal functions, marketing, sales, manufacturing, quality, and engineering.

- Communicating with external partners (distribution, suppliers)

- Promotions, product literature, sales training material are generated from scratch, pulling together information from disparate, unconnected systems.

ProjectLink -Ability to execute cross-functional, cross-enterprise project and program management (Virtual team planning, resource planning)

PDMLink-Ability to control product information (Product repository)

The execution of the product launch plan with marketing, distribution, and manufacturing, suppliers, and partners.


Product Launch

© 2002 PTC

Web Strategy Pain Points PTC Solutions - Developing Classification Structures

-Ongoing Content Management for standard parts

DDL-Ability to interactively guide product configurations (Product Configurator)

PartsLink-Ability to control and distribute catalog content to customers (Parts Catalog)

The use the web as a distribution channel. Includes, web-based catalogs and content management.


Web Strategy

© 2002 PTC

Custom Order Pain Points PTC Solutions - Coordination with Engineering, Sales, Manufacturing, Customer

ProjectLink-Ability to execute cross-functional, cross-enterprise project and program management (Virtual Team design)

ProE-Design Ability to design with a distributed design team

The involvement of customers in the design process for the creation of custom parts.


Custom Order

© 2002 PTC

Design to Order Pain Points PTC Solutions - Miscommunications cause Design-To-Order (DTO) products to need rework

- Customers complain about long turn around times for DTO requests

- Too much time and money spent designing new products from scratch

- Ensuring that only "Manufacturable" orders are accepted

DDL-Ability to create configurable products with design & business rules; Ability to interactively guide product configurations; Ability to automatically generate product information; Ability to manage & control configurable product information

ProE- Design Ability to quickly create a single digital design of the entire product regardless of complexity

The interaction with customers (OEM or End User) that results in the creation of a "configured" product request.


Design to Order

© 2002 PTC

Service & Support

Challenges: •Coordination between Engineering, Marketing, and Service organizations

•Speeding the design and development of tooling for service

•Difficulty leveraging product information in other business processes

•Marketing, sales, customer support don’t have direct access to product information

•Tracking parts from retired parts

•Managing Inventory Obsolescence


ProjectLink - Execute cross-functional, cross-enterprise project and program management - Virtual Team, Resource Planning

PDMLink - Control Product Information (Product repository with Visualization)- Control and automate product development processes

- Manage change of product phase and associated product information

Plan forService

RetirementAfter MarketService

© 2002 PTC

Service & Support

Plan for Service Pain Points PTC Solutions - Coordination between Engineering, Marketing, and Service organizations

-Speeding the design and development of tooling for service

ProjectLink-Ability to execute cross-functional, cross-enterprise project and program management (Virtual Team, resource planning)

PDMLink-Ability to control product information (Product repository)

The process of building capacity to Maintain, Repair, and Overhall new products. Also includes, the design and development of tooling, test fixtures, etc.

-Plan for Service-After Market Support

Plan for Service

© 2002 PTC

After Market Service Pain Points PTC Solutions - Lack of ability to leverage product information in other business processes

- Marketing, sales, customer support don’t have direct access to product information

- Valuable product information is difficult to “get out to” customers

- Linkages between customer, product and aftermarket support needs are manually tracked

PDMLink-Ability to control product information (Product repository with visualization)

The inspection, repair, test, and shipping of products that have been sold into the market. Maintain the correct configuration of existing product.

Service & Support-Plan for Service-After Market Support

After Market Service

© 2002 PTC

Retirement

Retirement Pain Points PTC Solutions - Tracking parts from retired parts

- Managing Inventory Obsolescence

PDMLink-Ability to control and automate product development processes (Manage change of product phase and associated product information)

A pre-planned process for deleting a product or product line from the firm’s portfolio. Includes plans for clearing inventory, continuing to provide for after-sales parts supply and maintenance support, and converting customers of the deleted product line to a different one.

Retirement

© 2002 PTC


Project/Program Mgmt Pain Points PTC Solutions - Schedule is out of date as soon as it's published

Tracking down updates to schedule


Difficult to get the latest corporate document templates published



The process of managing projects or development projects including phase (stage) gates and project planning/execution. Includes resource planning.

Project / Program Management

© 2002 PTC

Quality

Quality Pain Points PTC Solutions - Different processes in each department or location

- Cannot standardize processes

- Difficulty implementing quality standards and procedures for process control

ProjectLink-Ability to automate business process management (Templates for SixSigma, APQP etc)

ProE-Design-Ability to check, capture and reuse best practices (ModelCheck)

ProE-Production Ability to check, capture and reuse best practices (CMM & Verify)

The process of incorporating quality initiatives into each aspect of the Product Lifecycle examples include Six Sigma or Total Quality Management.

Quality

© 2002 PTC

Change/Release Management

Change/Release Mgmt Pain Points PTC Solutions - Change control process is defined, but followed only a fraction of the time

-When processing a change, information resides all over the place and cannot be easily located

- There is no formal routing and approval authority is a sign off by some individual.

- Little or no record is kept of the trail of review and discussion.

PDMLink -Ability to control and automate product development processes (CMII processes)

The polices and procedures for initiating, executing, approving, and archiving Engineering Changes/Releases. Includes, capturing the change suggestions, evaluating change impacts, implementing the change, and auditing/releasing new product data.

Change / Release Management

product first – plm processes david nanto. © 2002 ptc ??? objectives

Documents

design variables

proe design

single digital design

distributed design team

product information

entire product cabling

aesthetic designs

business screens