You’re likely to have experience with Bill of Materials (BoMs) if the nature of your business has anything to do with product development.

Let’s talk about why bill of materials are so important, how BoMs impact business, and the best BoM management practices. Or check out another helpful article on BoM management, “How BoM Management plays a role in your PLM processes“.

The importance of bill of materials

BoMs define products as they are designed (CAD or engineering bill of materials), as they are ordered (sales bill of materials), as they are built (manufacturing bill of materials), and as they are maintained (service bill of materials).

They incorporate product information from design and engineering, document control, operations, manufacturing, purchasing, contract manufacturers, and more. Bill of materials influence inventory levels, material purchases, shop floor assemblies, and so much more.

In fact, departments often rely on BOM records to get the job done right. Whether you realize it or not, your BoMs drive and affect your businesses’ operational success. This is why it is so important that your organization creates and manages well-organized, correct and up-to-date bill of materials.

BoM information accuracy and why it matters

BoMs require complete and accurate information, in order to successfully benefit design, manufacturing, sales and service building quality products.

The accuracy of BOMs influences an organization’s ability to make well-rounded product development decisions. These decisions fundamentally impact the efforts organizations peruse to generate a product in the most efficient, cost-effective way.

Oftentimes creating BOMs requires input from design, procurement, manufacturing, and sales. Using manual methods to collect and enter items on various BoMs increases the risk of producing inaccurate, out-of-date, or even possibly duplicate BoM versions.

Furthermore, if departments produce products based on incorrect or inaccurate bills of materials, delays to market can occur. This can not only be very costly for an organization, but it oftentimes impacts an entire supply chain.

Inaccurate bills of materials are one of the costliest errors engineering companies can make. In order to avoid the risks of inaccurate BoMs, many organizations have started to reevaluate the way they create, manage, and share product information.

BoM management processes

Bills of materials (such as eBoMs, sBOMs, mBoMs) are most-likely part of your product development process. That being said, what are your current processes for managing those BoMs?

How do you share, collaborate, and ensure the accuracy of your organizations’ bills of materials? Do you find it difficult to manage the differences between them and keep the data consistent across eBOM (engineering bill of materials) and mBoMs (manufacturing bill of materials)?

Odds are if you have yet to implement technology solutions to manage your bills of materials, your methods for BoM management most likely involve spreadsheets, emails, rekeying information, and multiple other systems of communication.

If this is the case, don’t worry – you’re not alone. Studies show nearly 50% of product development companies still use spreadsheets (or sometimes even nothing at all) to manage complex bill of materials!

Despite the big workload that BoM management represents, many organizations are still comparing bills of materials in excel spreadsheets or by opening separate BoMs and manually connecting the dots. This management approach is not only tiring, but it also increases risks of human error and mistakes, especially if the bills of materials are very long.

In fact, is not unusual to find one giant excel spreadsheet on top of information managed by PLM (product lifecycle management), ERP (enterprise resource planning), CRM (customer relationship management) and other databases. Why is that? The information required to assemble bill of material documents tends to reside within separate, disconnected enterprise systems.

It’s time to change that.

Connecting business systems and information

In a world of complex, role and department-specific enterprise systems, productivity can seem quite limited. But the truth is, with the help of technology, businesses no longer need to operate this way. Collaborative solutions exist, and they really are as simple to implement as they, well… should be.

System integration tools (such as applications) change the way organizations create, manage, and share product information- without even having to upgrade or change current enterprise systems.

Using system API connections, applications can pull data from disconnected enterprise systems and consolidate it into centralized dashboard display windows. In fact, many integration applications are even ready to go straight out-of-the-box (yes, this means they require absolutely no special configurations or complicated implementation at all).

For instance, productivity apps offer simple, role-based access to data and other enterprise systems making it easier for stakeholders to view and understand consolidated product information and data. What makes simple applications that integrate enterprise data even better is the fact that most of these system collaboration tools are even affordable.

With a single view to into multiple enterprise systems (such as ALM, MRP, ERP, SLM, CRM, Accounting, and PLM) you can be sure that users have access to the latest and most accurate product information when they need it, and how they need it. There’s really no catch. Productivity apps really are solutions that are; easy, affordable, and that solve the complexity of dealing with multiple disconnected enterprise systems.

Effective BoM management & bill of materials software

Parallel to system integration apps that can pull and consolidate enterprise data, BoM applications can also automatically consolidate real-time data across enterprise systems.

This means organizations can enable real-time BoM collaboration – and that is a game changer.

Real-time BoM collaboration empowers users with capabilities to collaborate and work together creating a bill, sharing BoMs and associated data, and even preview CAD drawings and images. It also opens up the ability to simultaneously edit manufacturing bill of materials, while completely avoiding duplicate and inaccurate documents. This enables users to get a virtual ‘live view’ of data.

Users are able to maintain and manage all associated product documentation such as part datasheets, materials required, CAD drawings and files, as well as anything else that is needed to manufacture a product all in one centralized location. This reassures one sole accurate and revision-controlled bill of material for a product.

This is exactly why it is so important to establish systems and methods that enable all departments within your product development process to be able to share, collaborate, and ensure the accuracy of your bills of materials.

A simple bill of materials software

Our experts at EAC Product Development Solutions recognized the need for better BoM management within many organizations- That’s why we created our bill of materials software application, BoM Reports.

Our BoM Reports PLM application is essentially an out-of-the-box PLM system plugin. It’s easy to use, simple to integrate, and an extremely affordable for any organization.

We designed our Bill of Materials Reports application with the intention of making manufacturing bill of materials and engineering bill of materials management ‘easy’ for organizations of all sizes. Meaning- our bill of materials software can even work for small businesses!

Our BoM Reports app delivers access to your accurate bill of materials database while it provides visual representations, cost rollup for materials, and detailed informational listings of items within bill of materials.

We guarantee our BoM Reports application will enhance your bill of materials management. In fact, it has changed the way many of our customers do business.

Get More Information about EAC Productivity Apps

Our EAC Productivity app enables purchasers to see product cost roll-ups during design, so they can hit cost targets. It allows project managers to see the highest level status and availability of constituent parts so they can keep projects on time and budget. It helps fabricators see what version of parts go into the build so they can prevent scrap and rework- and SO much more!

We’re excited about how our organization is enhancing product development and we would love to share more information with you about how our EAC productivity apps really work.

If you would like more information about apps that could work for your business insert your information below. We promise not to fill up your inbox with overloads of information, we simply want to share tips, tricks, and tools that will help your organization succeed.

These days product data is everywhere. Everyone seems to collect it, have a lot of it, but the question remains; how exactly can you ensure your organization’s product data is being put to good use?

It’s time to take your product development one step further by providing role-based data access, connecting your enterprise systems, and learning how to make the most of your product data. I am going to explain exactly how easy that is to do.

The current state of product data

Companies today have many different roles that require access to product data. This may include people outside of the typical roles of which you may be thinking.

Departments such as engineering, manufacturing, that’s a given, but expand your thinking to include operations, purchasing, and marketing. They all need data access in order to edit and consume information. Think about sourcing…I’ll stop there, but you get the idea.

Let’s focus on the engineering department for a moment.

People could be involved from the mechanical side, the electrical side, or even a quality standpoint. Beyond that, people need to either contribute or consume information that could include manufacturing, service, sales, and more.

Product data game-changers

Product data silos limit productivity – PTC & EAC have the answer.

PTC ThingWorx Navigate was designed to address data accessibility problems by providing simple role-based apps that deliver just the right information to different groups (or departments) in the way that they need

When non-engineering colleagues need access to vital information, they typically interrupt an engineer or designer with a request. ThingWorx Navigate eliminates that distraction and “double-billing.” Through role or task-based self-service applications, data can be securely shared with a team. That way non-expert teams can use a simplified user interface to access the product data they need, right when they need it.

To help accelerate product development processes and take product data even further, our company (EAC Product Development Solutions) has also created what we call EAC Productivity Apps that work alongside ThingWorx Navigate apps.

So what’s the difference between ThingWorx, ThingWorx Navigate and our EAC Productivity apps? 

This is a great question- I am going to try and paint the picture for you. 

First, it’s important that you understand what ThingWorx is and how it is different from ThingWorx Navigate. 

ThingWorx is the proper name of PTC’s Internet of Things (IoT) platform comprised of 5 components; foundation, industrial connectivity, analytics, studio, and utilities. It can basically connect any computer systems or physical assets as long as they have an API port or sensors streaming out data. There are many levels and combinations of each of these components, all serving unique business drivers. Please contact us if you’d like to talk through what you’re trying to do.

The foundation component is the heart of the ThingWorx loT platform used to make connections to ‘things’ which could be machines, products or software systems or pretty much anything with an IP address and a communications interface.

User interfaces to the data coming from these connections are displayed on websites called ‘mashups,’ created with ThingWorx foundation. You might know these perhaps as ‘data mashups’ or possibly as ‘data dashboards’. Simply put, Thingworx is the IoT platform that makes everything possible. (Here’s exactly what makes Thingworx the leading technology for industrial IoT)

Then you have ThingWorx Navigate

ThingWorx Navigate is the proper name of PTC’s applications that run off, or in other words, use the ThingWorx IoT platform.  You can learn more about ThingWorx Navigate by reading this data sheet. ThingWorx Navigate is a pre-packaged set of data interfaces (also known as apps or applications) built on an Assessment and Deployment Kit (ADK). 

ThingWorx Navigate Apps use a Windchill (PLM) connector to extract product data for presentation to Windchill Product Lifecycle Management users.  

ThingWorx Navigate Solution. Thingworx Navigate real based apps for tooling developers, purchasing agents, quality inspectors, processing planners and more.

Fundamentally, ThingWorx Navigate Apps are all simply data and product information mashups created with ThingWorx. With ThingWorx Navigate you receive out-of-the-box apps that are instantly ready to be used with your PLM system. The idea behind these product lifecycle management apps is to ensure users can capture the complete functionality of their PLM (product lifecycle management) investment.

ThingWorx Navigate Apps eliminate user intimidation based on the complexity of PLM platforms like Windchill. They ensure organizations can easily make use of their big data

ThingWorx Navigate Benefits

ThingWorx Navigate PLM Apps include: 

View Design Files – A design file would be a format of a file that isn’t the native CAD format. This could be a staph or Induce or perhaps a 3D PDF 

View Drawing – Allows you to look at just drawings. This application pulls drawings from your Windchill PLM system.

View Part Properties – This feature allows you to look at part properties- as if you were hitting the ‘Information button’ next to a file.

View Parts List – Allows you to look at bills of Materials (BOMs) 

View Part Structure– With the View Part Structure App, ThingWorx is actually going into PDMLink and showing different aspects of a specific part instead of different ways of going at it (such as having to open several different tabs to get information). Using this application, you can get all your information together on one page. This feature also includes capabilities that cross-highlight part structures within your product. For instance, you could select a component and it would highlight that part and create a hyperlink that allows you to directly look at that specific part. This feature essentially creates a mash-up that takes information from different places inside of Windchill PDMLink and brings them together putting them on one screen, allowing you to have all your information at your fingertips.

View Document  & View Document Structure

Download this FREE ThingWorx Navigate eBook

If you would like to learn more about ThingWorx Navigate technology or if you have any questions, you can always request to talk with Thingworx Navigate specialists here.

PLM Applications created by EAC

Our EAC Productivity Apps (also known as product lifecycle applications) are also built on the ThingWorx technology platform.

They allow departments to access content and perform common tasks through a very simple interface, versus having to use a complex product lifecycle management system (PLM) or Enterprise Resource Planning (ERP) system. 

EAC Productivity Apps for Windchill

PTC Navigate Apps vs. EAC Productivity Apps

Our EAC Productivity Apps provide capabilities beyond that of the out of the box ThingWorx Navigate apps. 

In short, ThingWorx Navigate applications allow you to securely access and present role-specific data from your Windchill system. They provide all of the power of a Product Lifecycle Management (PLM) system to someone who is not familiar with its ins-and-outs of product data management. 

EAC Productivity Apps take it a step further by taking the underlying technology of ThingWorx Navigate, and the ability to get at the information in the PLM system and create even more complete applications that really give individuals instantaneous access to the information and product data they need to do their job. EAC’s PLM applications are created using PTC’s ThingWorx IoT platform, however, they can run independently of ThingWorx Navigate. 

These apps are unique to EAC

While built using the same ThingWorx foundation, ADK and [Windchill connector], they have their own look, feel and functionality.  These mashups are packaged and sold together as a collection. EAC Productivity Apps created for Windchill promote user adoption and amplify the return on the investment you’ve made in your Windchill system, as well as extending role-based visibility into relevant product data and the impact PLM has on your organization. 

Take your product data further with EAC Productivity Apps

Every subscription of EAC Productivity Apps includes free access to EAC Productivity Home. EAC Productivity Home is a proprietary framework, or launcher, for ThingWorx Navigate applications.

It sits on top of Windchill and Navigate to provide a fully configurable and responsive interface. Productivity Home simplifies user interaction and helps administrators maintain the user portal after upgrading to new releases of ThingWorx Navigate.

PLM App 'Quick Search'

The EAC Productivity App, Quick Search, provides a simple way for users to find content in Windchill. It removes the need for users to apply an understanding of how Windchill objects are related in order to find the information needed to do their job.

The Quick Search PLM application also allows users to search for components and retrieve information and file formats. For instance, if you were to grab a drive system and do a quick search, it’s going to find product information such as parts, EMP like documents, CAD files and more. See EAC Productivity Application Quick Search in action here.

You can also learn more about the Quick Search features in this brochure.

The Quick Access EAC Productivity Application streamlines access to critical and select data sets. Simplifies downstream users feeding critical quality information back to engineering with minimal effort. 

This EAC Productivity App allows downstream users to feed critical quality information back to engineering with minimal effort. The simplified interface and consolidated task workflows help users easily submit new problem reports, new change requests, and new variances.

Here's an example of what a user might see using the EAC Productivity Application Quick Access
Here’s an example of what a user might see using the EAC Productivity Application Quick Access

For instance, you could select a component (such as a product), pick its name (the end item number), search for it, and you would get straight to assemblies. With the use of Quick Access users can easily submit new problem reports, change requests, variances and more.

You can learn more about Quick Access features in this brochure.

The Part Associations EAC application provides a “shortcut” for non-CAD users to access critical files and documentation associated with designs like drawings, parts, assemblies, and other documents associated with CAD files and part data.

Here’s an example of what a user might see using the EAC Productivity Application ‘Parts Association’

You can learn more about Part Association features in this brochure.

BoM Reports App provides a visual representation of cost roll-up for materials, and detailed informational listing of the items in a Bill of Materials. 

This EAC Productivity App allows users to quickly assess a Bill of Material and ensure projects stay on-time and on-track. The simplified view helps ensure products are built with the appropriate design iterations. With the use of BoM Reports users can easily see BoMs, lists of unreleased parts, parts that have been created or modified by specific users and more.

This app allows users to see the progress of a bill of materials, and apply filters to focus on parts that are not yet released. It is also useful for viewing all of the “make” parts or “buy” parts in a given BoM, or all parts created/modified by a particular user.

Here’s an example of what a user might see using the EAC Productivity Application ‘BoM Reports’

Get better access to your product data 

See all the features of EAC Productivity Apps for PTC Windchill by watching our short webinar below or contact us to start the conversation about how you can get better access to your data with ThingWorx Navigate and EAC Productivity Apps. (Quick Access, BoM Report, Part Associations, Quick Search)

Imagine if you could manage quality, reliability, and risk at every stage of your product’s life cycle. You could reduce costs, speed innovation, and enhance next generation products. PTC’s product lifecycle management (PLM) software, Windchill, lets you do just that. 

Want to see an example of how Windchill software is used? See how Virnig Manufacturing uses PTC Windchill to change the way their data is delivered within their organization.

Already using Windchill and need help with admin and support? You’ll want to check out our Alliance Program,  provided to our customers for on-going technical support, business process consulting, and mentoring services on a monthly basis.

Already using Windchill but you or some of your team member don’t use it often, therefore, it gets confusing? You’ll want to check out our role-based apps for casual Windchill users – EAC Productivity Apps or ThingWorx Navigate will help you.

Don’t know what the heck PTC Windchill is? Then read on.

What is PTC Windchill?

PTC Windchill is a product lifecycle management (PLM) application suite that leverages a consolidated view of product information through multi-system data. It’s a systemic enterprise wide approach to maintaining product and process quality throughout the entire product lifecycle. 

PTC Windchill PLM software provides a complete functionality dimension to help organizations capture product structures from computer-aided design tools, transform them into full engineering bill of materials (eBoMS), to manufacturing bill of materials (mBoMS), to service bill of materials (sBoMS) all while retaining the linkages between different perspectives on the product. Windchill solutions break down organizational barriers, allowing teams to work faster and more accurately all while reducing time-to-market and cutting costs.

The Windchill Product Lifecycle Management system can help streamline your product development and service information processes. It’s a system that can help your organization create better products, with more variations, faster, at a lower cost. As a manufacturer, your pressures are not only continual – they’re mounting. Your industry is changing. Your customers’ requirements are evolving. And your supply chain is constantly adjusting to compete in today’s environment. In the middle of all this, more is being demanded of you and your entire organization.

Windchill helps with exactly that. As an integral component of PTC ’s Product Development System, Windchill manages all product content and business processes throughout the product and service lifecycle. And it has a robust, high-performing architecture to help you today – and to prepare you for tomorrow’s uncertainties. Windchill provides a rich systematic approach for creating, configuring, managing and reusing product structures and associated content, such as CAD files, documentation, requirements, manufacturing information, service information, part/supplier data, calculations and illustrations.

Windchill can also play an important role in increasing your company’s competitiveness by allowing continuous improvements and automation of business processes and procedures. Windchill is an integral suite of products that address the needs of product development. The Windchill family is composed of products that help support product data management, collaboration, product analytics, service information, product quality, and integrations. Check out the PTC Windchill Data Sheet to learn more.

PTC Windchill Cost

PTC Windchill made updates to their PLM packaging and pricing – which means you can customize dashboards and product data more than ever before at a cost that makes sense for your organization. Here is a breakdown of the new PLM structure.

PTC Windchill Certification

Once you’re ready to purchase the software, you’ll need to make sure it’s learned and understood in a timely manner and without frustration. We have a few options:

Short-Term Support: EAC’s Product Development System Services Team has a long track record of successfully implementing Windchill products.

Long-Term Support: Check out our Alliance Program – EAC’s PTC Windchill system administration and support services for on-going technical support.

Support at your own pace: Your team can get PTC Windchill certified by taking our classes we offer for end users and managers. Check out our training schedule.

The Windchill Products Explained: 

Windchill products are application modules that offer users specific sets of features and capabilities within the Windchill application suite.  Some of the most common Windchill PLM modules include: 

      • Windchill PDM Essentials 
      • Windchill PDMLink 
      • Windchill ProjectLink 
      • Windchill PartsLink

What is Windchill PDM Essentials? 

PTC Windchill Product Data Management (PDM) Essentials is built on PTC’s production proven PTC Windchill software. 

Windchill PDM Essentials simplifies data management activities by transparently incorporating them into the design process. It manages all forms of information such as CAD drawings, customer requirements, schematics and Bill of Materials (BoMs) that are generated during product development.

This modern product data management solution makes it easy to manage, share, and review your data. It’s finally possible to have a single view of the latest product data, along with tighter integration to major end CAD vendors, Microsoft Office, and desktop tools. Plus, it allows your users to save time with better version control, automated data release, and simple search capabilities. Learn more by reading the PTC Windchill PDM Essentials Data Sheet.

With an abundance of data dispersed throughout your organization, how do you maintain the integrity of your product information when multiple people are working on the same files? The solution is easy – Windchill PDMLink. 

Windchill PDMLink is a Web-based, industry-proven Product Data Management (PDM) system that supports geographically dispersed teams while managing critical processes such as content, change and configuration management. Windchill PDMLink maintains the integrity of your product information by storing master data in a secure area where you can control, monitor, and record all changes. 

When a change is made to your data, Windchill PDMLink stores a modified copy of the data, signed and dated, in a secure area alongside the old data, which remains in its original form as a permanent record. In addition to providing change control management, Windchill PDMLink enables you to manage your product’s release cycle as well as its configuration. Check out the PTC Windchill PDMLink Data Sheet for more information.

Windchill ProjectLink is a collaborative product development web-based environment that automates and tracks projects. 

ProjectLink provides a common workspace where you and your team can share and discuss documents and product structures, hold meetings, and communicate and track progress on tasks. From private exchange environments to public business to business (B2B) exchanges, ProjectLink is a secure web-based system that can easily be used in any collaboration environment.

It can also be used well beyond the engineering and manufacturing departments of your organization. Any project that requires team members to share electronic information such as writing annual reports to creating training materials, can be managed with Windchill ProjectLink.  For more information read the PTC Windchill ProjectLink Data Sheet here.

Windchill PartsLink is a module for PDMLink that adds part classification-based features. 

PartsLink enables you to perform parametric attribute searching and manage your results through convenient navigation and searching. You can search parts by typing a free-form product description or a part number in the search criteria text box. You can browse the hierarchically organized structure of your parts using text and images. You can also refine your search by constraining parameters in a parametric search. 

Windchill PartsLink enables your team to perform similar part searches, expanding your search to look for matching parts that have parametric attributes that are within a certain percentage or absolute tolerance of the selected part. Additionally, you can export the result set to a file.

Many companies lack a comprehensive part search system and as a result they lose the benefits of reusing product components. Criteria-based searching limits the result set, which helps a great deal in reuse decisions. PTC Windchill PartsLink helps solve that problem. 

What is Windchill Quality Solutions? 

Depending on your specific Windchill Quality Solutions suite (Windchill Quality Solutions 10.1 Desktop, Windchill Quality Solutions 10.1 Administrator, Windchill Quality Solutions 10.1 Web Access) you may have access to one or more applications. 

Windchill Quality Solutions, the desktop version, is the cornerstone of the Windchill Quality Solutions suite. It is available in both the team and enterprise additions and is the feature rich windows application for all of your reliability and maintainability activities. 

Available in the enterprise addition you will also find Windchill Quality Solutions Administrator which provides you options for administrative controls including options to support secure login. 

Windchill Quality Solutions Web Access available specifically for Windchill FMEA infractions in the enterprise edition, allows you access for data entry, filtering, graphing, reporting and more. 

Is there other Windchill Software for product data management and process management?

  • Windchill MPMLink acts as an integral solution for Manufacturing Process Management.
  • Windchill FlexPLM is a product lifecycle management solution that is widely used for retail, footwear & apparel and consumer product companies.
  • Windchill Requirements Management is a combination of PTC’s Integrity product and Windchill PDMLink that manages product data software and hardware requirements.
  • Windchill PPMLink is a program that provides portfolio management capabilities to discrete manufacturers.
  • Windchill Service Information Manager creates associative, interactive service parts information used throughout a product’s serviceable lifecycle.
  • Windchill Service Parts improves service operations by enabling service information to be organized and optimized for accuracy, applicability, and rich, graphics-driven delivery.

Want to see a PTC Windchill tutorial to see the software in action? Watch this on-demand video of Windchill’s basic software capabilities.

Watch this on-demand webinar recording to learn more about Windchill software.

Manufacturers always try to find a ways to streamline processes and ‘do more with less.’ It drives success in a world full of competition. One way organizations do this is by reducing process complexity with powerful product life cycle management (PLM) or change management software. Connecting your team directly to live operational data increases efficiency in all departments and allows your organization to save money and manufacture products faster.
EAC Product Development Solutions has partnered with PTC, the world’s product development technology leader, to bring organizations the products and services that they need to succeed in their industry. As a PTC Solutions Provider, we provide the maintenance, support, configuration, and training you need to implement change management software as easily as possible.

PTC Windchill Data Management

If you’re looking to do things like keeping better track of files, create and store Bill of Materials (BoMs), put CAD models and drawings in one place, eliminate the risk of two individuals working on a file at the same time, or secure your data without burdening IT – you’re looking for PTC Windchill.

PTC software – specifically Windchill – is a complete PLM solution that provides capabilities such as:

  • Bill of Materials (BoM) Management (EBoM, SBoM, MBoM)
  • Configuration and Change Management
  • Requirements Capture Management
  • Early insight into product quality, reliability, and risk
  • Efficiently making product variations with a structured platform
  • Product Data Management
  • Collaboration across all departments with accurate, up-to-date information
  • Seamless software integration and defining standards

PTC Windchill is a PLM solution that provides a smooth transition from design to manufacturing with universal access to all critical product data information so that the process isn’t fatigued with delays.

PTC Windchill, Change Management, eBoM Case Study

ALM Positioners, a leading manufacturer of positioner lifts located in Rock Island Illinois, needed PTC Windchill. The company offers unique, customizable weldments and assemblies that require a lot of CAD models and other product information from engineering before manufacturing even begins. Due to extensive product customization and configuration depending on the needs of their customers, ALM needed a better solution to manage product data. They were drowning in paper files – a lot of which had outdated information.

EAC’s implementation team helped ALM Positioners transition to a digital workflow using PTC’s Windchill software. Windchill helped ALM save up to 4 hours per project by integrating EBoMs and MBoMs into their ERP system.

Watch the ALM Case Study on PTC Windchill to see how it has consistently proven to be a leader in the industry and outperformed competitors when it came to product lifecycle management.

Part II – (You can read part 1 here) Evolving your BoM strategy, tools, and abilities. “EBoM vs. MBoM” transforms into “EBoM integrates with MBoM.” This integration includes associativity to one another, time saving tools, elimination of error prone manual steps & more.
Imagine eliminating the common disjointed processes, additional time, and error prone manual steps involved in the creation of downstream BoMs from Engineering into Manufacturing, Production and Service management.

Concepts & examples such as Manufacturing Bill of Materials (MBoM) are shown below, all under one system, integrated & associated, and created with a single click. Then they’re easily edited to meet downstream BoM needs.

BoM creation can be streamlined & improved by associatively creating downstream BoMs (S or M or other) and eventually, connecting them to your ERP system. For now, we’ll focus on the first step of this business transformation concept; the creation of the second, or downstream M or SBoM, starting with a simple EBoM example, created in minutes, and easily viewed & tracked.

Who should be involved in this topic at your company? Ideally, your Configuration Manager role should be leading or heavily involved in this process.

The starting point & tool is PTCs Windchill and your willingness to change & improve.

Once your CAD data is ready to check into Windchill, there is an option (check box) to auto-associate the EBoM to a downstream BoM such as an MBoM. It is a 1:1 relationship for starters. Options can branch out from here into many CM (Configuration Management) directions. Such as multi-level BoM management, uses, visualization and more.

Once created, you can manipulate & edit the default 1:1 downstream BoM to your needs; adding bulk items, manufacturing specific sub assemblies, (build throughs) even new service end items. You can also flatten out an EBoM to meet assembly or production needs. BoM items such as adhesive, lubricant, paint or coatings, packaging items, all things that typically are not on an EBoM, can and do belong on the M or SBoM.

If this fits your company’s needs? consider using Windchill’s auto-associate feature.

This article covers a couple examples. If this is not deep enough…here are even more tools to consider. Topics such as creating associated manufacturing instructions, work instructions, work plans and more. Change Management is shown as reference only, it is an optional element of Windchill for another blog.

There are many options to this topic, these are common examples that fit a lot of needs and is considered a starting point.

1stexample shows all BoM & change components all connected in one system vs. manually done in silo fashion, which is industry’s most common method today. These examples are shown in PTCs Windchill reference viewer tool, which ties all related objects into view for easy visibility with just a few clicks.

  1. 1. EBoM structure (highlighted in green) 
  2. 2. Change requests, notices and tasks (highlighted in red) 
  3. 3. MBoM structure (highlighted in blue) with their own, or connected Change Management Requests, Notices & Tasks

Evolving Your BOM Strategy, Tools, and Abilities | EAC Product Development Solutions

2ndexample shows an EBoM, SBoM (Service Kit in this example), with a saleable end item service kit, as well as components for service or manufacturing BoMs. It also shows Changes, these can also be created, edited, routed, approved or rejected, and even include the SBoM if need be. 

Evolving Your BOM Strategy, Tools, and Abilities | EAC Product Development Solutions

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In last week’s post I walked through a manufacturing use case without Product Lifecycle Management (PLM). I hope you noticed the possible issues and costs related to restricting Manufacturing direct access to PLM and engineering data.

If you missed last weeks post, you can read it here:

Product Lifecycle Management in Manufacturing: Part 1

This week I will use the same use case story. The only difference will be manufacturing has access to PLM. I have also included manufacturing specific modules, which are run through PLM as well. Manufacturing has access to these modules and uses them for all Manufacturing planning.

As before, Engineering completes a new product design and starts a release process of the product in PLM. One major difference now, is Manufacturing personnel are included at appropriate points in the new release process. There is a full integration between PLM and Enterprise Resource Planning (ERP) systems as well. This integration allows for automatic transfer of the Manufacturing Bill of Materials (BoM) to Enterprise Resource Planning (ERP) when appropriate based on processes managed in PLM.

One thing to note on the outline below; each system task, since it is in PLM, has links to all the required information engineering released as well as any supporting information. This is including manufacturing information, customer specification, and supplier specifications on purchased parts.

Part 1: Release Process

The lead Manufacturing Engineer receives a PLM task asking him to begin manufacturing planning for this associated new products design.

Part 2: Manufacturing Planning

The manufacturing engineer begins the layout of manufacturing processes in the PLM Manufacturing Planning System. This includes planning at each work cell. Each cell is linked to required resources, parts, CAD data, and manufacturing documents required to complete that cell action. With the correct system, this will have included all metrics required to properly and completely plan a manufacturing process.

If required, a Manufacturing BoM is based off of, and linked to, the Design BoM. This allows the Manufacturing Engineer to restructure the BoM as needed to allow for the most efficient manufacturing processes without losing ties to the design BoM and parts the manufacturing BoM was created from.

Once complete, work instructions can be created in web form or be printed to paper from this plan. The work instructions would include links to the correct Engineering data and required manufacturing documentation.

Part 3: Release Process Continues

Once the Manufacturing Engineer completes their planning tasks, all required parts and Manufacturing BoMs, are automatically added and/or updated into the ERP system via an integration to PLM.

During this same process, PLM system tasks are sent to purchasing to start the procurement process.

Tasks are also sent to the tooling designers to start tooling generation.

As mentioned, these tasks are automatically linked to all the required engineering and manufacturing information to appropriately complete each task.

Part 4: Tooling and Controls Tasks

Tooling designers access PLM to generate their tooling data and controlling programs directly from engineering 3D data.

The resulting CAD and other tooling data are also saved to the PLM system. This data is linked to Engineering data, Manufacturing data, and the Manufacturing process plan.

Machining paths and other controlling programs generated are also created and saved to PLM with the same functionality mentioned above.

Having these links from manufacturing to engineering data allows for full impact analyses of any potential changes being planned for the product by the company. As well as insures all downstream data is updated appropriately when an engineering change does occur.

Part 5: In-Process Change by Engineering

While ramp up is happening, Engineering makes a last-minute change. Once the change is complete in Engineering, they start a change process that includes all downstream departments. Each department receives a PLM system task with the all required information related to the change linked to the task. This includes purchasing, manufacturing, tooling, etc. Each department acts upon the change, completing all internal department actions required.

Once all of the departments have completed their tasks in PLM, the change has been completed. Manufacturing ramp up continues leading into the initial manufacturing process.

Part 6: Issue Tracking and Correction During Manufacturing

During the initial manufacturing process, a manufacturing team member notices there is a clearance issue with the design. The team member verbally notifies their cell leader of this issue. The cell leader creates a change request in the PLM System. During that process, he creates a digital markup that is saved with the change request. The change request is created referencing the engineering data the issue is related to.

The engineer responsible receives a PLM system task notifying of this problem. The engineer takes the needed corrective actions and updates the CAD data. This CAD data is then revised released and included in the problem report.

The cell leader receives the notification the problem report was approved and corrected. The updated CAD data is included, the cell leader and the manufacturing floor team member can now reference the new data directly from PLM and make the needed correction.

This happens many times during the initial manufacturing process. The necessary PLM processes are initiated based on the issues found during the initial manufacturing run.

Manufacturing uses PLM to gain access to engineering data because it always references the latest released information. This insures nothing is made from outdated information.

Part 7: Final Product Release

The final product is released to the customer.

All as-built information has been saved in PLM, meaning most of the related engineering data has been changed via the PLM process capturing changes. Anything that hasn’t been corrected yet is also saved via electronic markups to be processed later.

Part 8: Another Manufacturing Run

One year later, the company needs to do a manufacturing run on this same product. However, they have a large turnover with their manufacturing employees. Only a few people are there that worked on the first production run of this product. Without the use of PLM, this could be a disaster. However, all as-built changes where captured in PLM for the first production run of this product and manufacturing is still using PLM to access all build information. This allows manufacturing the ability to properly prepare for the next run. This resulted in very few, if any, issues during the next production run.

Hopefully it is easy to see the benefits of giving manufacturing direct access to PLM, even based on this limited use case example.

There are many benefits to utilizing PLM in manufacturing. Much more than is appropriate to list in a blog. If you’d like to take a deeper dive, please contact one of our experts here at EAC. We would love to talk you through all the benefits PLM utilized in manufacturing could offer you.

In the meantime, reading our eBook, “Designing an Effective Change Control Process” may be helpful. We walk you through how to design a change control process to improve productivity and reduce quality issues.

Designing an Effective Change Control Process: Download eBook