In today’s fast-paced manufacturing landscape, the new norm is to constantly seek ways to optimize your operations, increase productivity, and reduce costs. The integration of Enterprise Resource Planning (ERP) and Product Lifecycle Management (PLM) systems is a proven strategy for achieving these goals. By aligning these two critical systems, you can unlock a world of opportunities to streamline processes, enhance collaboration, and drive success throughout the entire product lifecycle.

In this blog, you will uncover the benefits of integrating ERP and PLM systems. We’ll also provide you with a detailed breakdown of the ABCs of integration – which data should be integrated, where and how that data should be integrated, and when it’s best to start the integration process.

ERP vs PLM

Before diving into the integration process, it’s important to understand the functions and purposes of ERP and PLM systems.

Enterprise Resource Planning

ERP systems are designed to manage physical assets, encompassing activities such as financials, purchasing, HR, demand and order management, forecasting, production planning, inventory management, and logistics. These systems such as SAP, Oracle, and Microsoft Dynamics ensure that products are produced according to demand, within schedule, and controlling costs.

As many have come to understand, the key to achieving success within your production process lies in adequately planning for the use of enterprise resources to meet customer demand and report financial results.

That’s why an ERP suite is designed with this goal in mind. It empowers your business with the tools and capabilities to effectively manage traditionally back-office resources, ensuring that operations align seamlessly with customer demand.

By harnessing the power of an ERP suite, you can optimize your planning processes, enhance operational efficiency, and deliver superior financial results to your constituents.

Product Lifecycle Management

On the other hand, PLM systems such as Arena, Agile, Teamcenter, Windchill and Autodesk are focused on managing the digital product definition. They are purpose-built to manage the digital product definition, encompassing anything that defines the form, fit, and function of a part, system, or vehicle.

PLM systems deliver comprehensive and robust data management capabilities, standardize and automate your product development business processes, and enable flexible and efficient collaboration with global teams across multiple departments and organizations.

As you can see, both of these systems have important functions for a smooth running production process, but they can often be disparate within a company. Understanding how to integrate these systems is the key to advancing the way you do business.

Integrating PLM and ERP

When it comes to integrating your ERP and PLM systems, understanding how to do that can feel overwhelming. There are three different levels of integration: one-way file push, API call, and a third-party integration platform. Understanding which level fits the needs of your company is vital for a successful integration. Let’s explore some key advantages:

Streamlined Workflows

Integration allows you to experience seamless data flow and improved collaboration between departments, eliminating redundant data entry and ensuring data accuracy. This streamlined workflow minimizes errors and delays, optimizing your productivity and reducing cycle times throughout the product lifecycle. You no longer have to manually enter BoM data into an ERP system and ensure that the data is correct in both systems.

Enhanced Data Visibility

By integrating ERP and PLM systems, you gain a holistic view of your product information. This integrated approach eliminates data silos and provides real-time visibility into critical data points, enabling you to make informed decisions and eliminating guesswork from your operations.

Improved Product Quality

This process empowers capture and link quality-related data at every stage of your product lifecycle. This comprehensive view of product quality enables you to detect issues early on and streamline processes for corrective actions, ultimately leading to improved product quality and increased customer satisfaction.

Cost Efficiency

Integrating ERP and PLM systems eliminates the need for you to duplicate data entry and automates data exchange between systems. This saves you time, reduces errors, and minimizes your operational costs. Additionally, with better inventory management and production planning capabilities, you can optimize your resource allocation, minimizing wastage, and improving your cost efficiency.

Accelerated Time to Market

When you connect your engineering, manufacturing, and supply chain processes, your teams can seamlessly collaborate in real-time, enabling efficient communication and shortening your product development cycles. This collaborative approach gives your business a distinct competitive edge in the market, helping you achieve success.

Levels of Integration

When it comes to integrating your ERP and PLM systems, understanding how to do that can feel overwhelming. In the case you don’t know what level of integration would be best for your company’s needs, let’s explore the different levels below:

One-Way File Push

The first level is a simple one-way push. This means that your PLM system has the ability to create a data distribution packet (ex. BoM in a CVS, part file or PDF file format) that is released to the ERP system and then the info is stored in both systems.

This type of push can be set up to be done either direction to maximize data sharing and a smooth process. This level of integration will log everything, but not provide error or checking feedback. This is a great level for companies looking to minimize issues of mismatched data.

API Call

The second level of integration is connecting your PLM system directly with other systems – Microstoft dynamics or other systems. This means that there is a rest service API call from the PLM system to release data directly into another system.

That being said, you will get error checking and logging from this level of integration, unlike the first level. A company might opt to do this level due to a need for logging and checking or because their ERP system doesn’t support importing data through files like the initial level would require.

Third Party Integration Platform

The third integration level piggy backs off of level two. Not only does it have logging and checking, but it performs a push and pull between the systems seamlessly. This level of integration works well for large companies with multiple systems to push and pull from. There are are third party integration tools like Tibco that integrate systems such as SAP and Oracle.

Ultimately, understanding the basics of ERP and PLM integration levels and the influencing factors such as cost, error checking, number of systems, company size and many more, is vital to understanding which level fits the needs of your company.

So, what are the next steps to finding that right integration and beginning your journey?

Next Steps of Integration

Integrating your ERP and PLM systems is a game-changer for your manufacturing business. By streamlining workflows, enhancing data visibility, improving product quality, optimizing costs, and accelerating time to market, this integration unlocks a world of opportunities for success.

While you may be hesitant to begin an integration like this because of data clean up still needed, EAC is here to provide services to clean up data to make sure the integration runs smoothly.

Finding a trustworthy partner to help with implementation can be difficult and daunting. Lucky for you, EAC has years of deep expertise in manufacturing processes to ensure a smooth integration journey. We work collaboratively with you to assess your requirements, design a tailored integration strategy, and seamlessly implement the solution that meets your specific business goals.

With EAC by your side, you can confidently embark on this transformative journey, knowing that our collaborative and solution-oriented approach will help you navigate the complexities and achieve your future state. Get in touch with EAC today and let us drive your success through integrated ERP and PLM systems.

If you’re wondering how to get effective and long-term PTC Windchill Support, look no further.

We partner with PTC and are a Top Solution Provider because our experts truly believe PTC products are the best in the industry for the Digital Thread and improving the complete product development process. Our company would like to address some of the pain points you may experience while using your Windchill PLM platform. As well as inform you about the steps we are taking to enhance your overall user experience and boost efficiency across your enterprise.

As with any complex software system, there can be a number of frustrations that users may experience when working with Windchill. Here are some common Windchill complaints that we hear in the industry:

Overall, these frustrations can make it difficult for users to work efficiently and effectively with Windchill. Read on to learn how our EAC Productivity Apps provide Windchill support for all users and make your PLM system and ThingWorx Navigate work FOR you, not against you.

Windchill Support: User Interface

We understand that the complexity of the PTC Windchill user interface can sometimes be overwhelming. Windchill’s user interface can often be cluttered and difficult to navigate. The system has a lot of options and features based on how complex an integrated product database must be. In response to this feedback, we created EAC Productivity Apps.

Our goal is to simplify and streamline the interface, making it more intuitive and user-friendly across teams and departments while keeping security high. By reducing clutter and improving navigation according to different job titles and roles, we aim to enhance your productivity and reduce the learning curve.

Quick Search App

For example, the Quick Search App provides a simplified way for users to enter a number or attribute into a single search bar to find the data results within the context of their job role. This removes the need for users to apply an understanding of how Windchill objects are related and eliminates unwanted, irrelevant data for the task at hand.

Report Viewer App

Our Report Viewer app gives individuals outside the engineering department the ability to view and run Windchill reports with ease. Within the Report Viewer app, you can easily:

Part Associations App

This app provides a “shortcut” for users (especially shop floor employees) to access critical CAD files and documentation, and it consolidates results onto a single screen. Quickly access drawings, parts, assemblies, and other documents associated with CAD and part data.

For users who are in Windchill every day, we strongly suggest seeking out adequate training and support as a first step towards solving some of these frustrations. Even the most seasoned users may find tips and tricks that can simplify their workflows on a day-to-day basis.

BoM Compare App

Pro Tip: Did you know that Windchill BoM comparisons exist in Windchill?

They do! Now with our BoM Compare App, this feature is easier to find and leverage. View a side-by-side comparison of two Windchill bills of materials and select which attributes to compare, all with the click of a button.

Streamline PTC Windchill Navigation

Easy navigation is a huge factor that plays into workflow productivity. Windchill has many menus, screens, and options, making it difficult for users to navigate the system and find the information they need. This can be especially frustrating for infrequent users who are not familiar with the system.

Our EAC Apps are purposefully designed with easier navigation in mind. Instead of constant mouse clicks and multiple new windows opening across your screens, our developers created an ideal workflow. And significantly reduces how long it takes for you to get the info you need based on your job role.

Another challenge we hear from Windchill users is how long it takes to search for and find the data they need. We acknowledge that searching and finding documentation in Windchill can take way too long and cause a lot of frustration. This is especially true for people who only need to go into Windchill once in a blue moon. EAC Apps gets users to the data or drawings they need in just a few mouse clicks.

Below is a timetable that compares the number of mouse clicks it takes in the standard Windchill interface (a user with Windchill experience and skill) versus how many it takes using our productivity apps with little to no training needed.

Support Windchill Performance and Speed

Windchill can be slow to load, especially when working with large amounts of data or performing complex operations. This can lead to delays and frustration for users who need to work quickly and efficiently.

Additionally, optimizing the platform’s performance with maintenance on the back end is critical to ensure smoother operation, faster response times, and improved overall stability.

As a start, we highly recommend checking out the infographic, “6 Ways to Check and Maintain Your Windchill System” to support a healthy Windchill environment.

If your Windchill system continuously crashes or freezes, there is a serious issue that needs attention. For additional help, our managed services team is dedicated to resolving these issues and providing you with a more efficient and seamless experience. Our managed services, EAC Alliance, takes the heavy lifting off of your system admins so they can focus on their core responsibilities.

Learn more about the EAC Alliance program for Windchill. In regards to system crashing or freezing, that does NOT have to be your “normal”. In fact, 99.5% of our Alliance customers see a 100% in Windchill uptime and over 99% in availability. And 100% of our customers say they experience a significant improvement in speed and performance.

For most apps, you don’t even have to log into Windchill at all to get the info you need quickly and securely whether you’re a finance team member in your home office, or a builder on the manufacturing shop floor using your phone or tablet.

Quick Access App

More specifically, the Quick Access App eliminates the need to go into Windchill at all. Shop floor personnel can submit a problem report, a change request, or a new variance directly within the app. The Quick Access app improves user adoption and streamlines access to critical data sets.

The Quick Access app enables team members to quickly view a product’s structure, supporting information, and digital content. It also facilitates rapid issue capture to ensure quality and speed time to market.

Help with Effective Windchill Customizations

Another pain point that has been highlighted is the limited flexibility for customization within PTC Windchill. We understand that different organizations have unique requirements, and we are committed to empowering you with the ability to tailor the platform to your specific needs.

We are actively working on expanding the customization options and offering more flexibility to adapt PTC Windchill to your workflows and processes. Each EAC App allows for ample customization based on what your team or department wants or needs! We’ll set you up for success.

The best part is, even if you upgrade your Windchill version, you don’t have to start over with custom code like you do with ThingWorx! Our apps help administrators maintain the user portal after ThingWorx Navigate upgrade releases.

Windchill Security and Task Support

Need to give Purchasers access to only specific assets? Our EAC Apps allow you to share critical data securely with those who need it based on particular permissions and settings.

Give your shop floor access to the latest drawings, and design changes with easy-to-find and digestible data without having to email busy engineering teams. By expanding access to users in multiple departments with just a few clicks supports your Windchill investment.

Task Management App

Meet the Task Management App. Task Management helps users complete multiple tasks within one window! Streamline your workflows, filter by team assignment, and finish your to-do list. This app will fuel your efficiency, user adoption, and time management.

The Task Management App was designed to enable stakeholders to review and act on assigned Windchill change tasks. It provides visibility into important open tasks and their status.

Additionally, we have a robust knowledge base, user mentoring, and tutorials to assist you in leveraging the full potential of PTC Windchill. Our training and mentoring team is always available to address your queries and provide timely assistance.

Support for Windchill Collaboration and Integration

Is your engineering team the only department accessing Windchill data? If so, your company is not maximizing your technology investment. Our experts stress the value of collaboration and integration with other tools and systems for seamless workflows and processes surrounding your current tools and technology environment.

Our intuitive role-based apps make it easy for stakeholders in other departments to get the data they need from Windchill in a matter of seconds – instead of constantly having to ask the engineering team for answers!

Each app can be tailored to a specific role in your organization. Plus our PLM Apps integrate with any 3rd party system and expand Windchill’s integration capabilities, allowing you to connect with a broader range of applications and enabling smoother collaboration across different teams and departments.

Windchill Support for BoM Reports

For example, a healthy manufacturing BoM report requires input from multiple departments including design, procurement, manufacturing, and sales, and even more stakeholders need access.

The BoM Reports App allows all departments across the enterprise to accurately see the BoM data they need in real-time in the context of their job role. Within the app, you can view lists of unreleased products, created or modified parts in real-time (Cheers to supporting the digital thread strategy!)

Windchill Support for Change Management

Furthermore, Change Management is a core operational asset that can make or break processes across the enterprise. Our Change Management App aims to automate the critical flow and hand-off of information between teams and departments.

Enable excellent project management with an app that provides graphical views of problem reports, change requests, change reports, change variances, promotion requests, and more. This app is highly customizable based on the department and role of each user for maximum efficiency.

Bonus PTC Windchill Support: Implementation & Upgrades

Without experts who have the adequate time and capacity to do so (it’s seriously a full-time job), Windchill may not always be implemented properly in a timely fashion. This leads to data inconsistencies and errors. Errors that almost all manufacturers just can’t afford to be making.

The right approach matters, especially with PLM. To mitigate risk and save your IT team from a heavy burden, check out our service offerings for advanced Windchill support including Windchill implementations, upgrades, installs, and migrations.

Why Windchill is Still Critical for Success

Your feedback and input have been invaluable in shaping the direction of our efforts to improve your experiences with the complex yet powerhouse that is Windchill. We want to assure you that we are committed to continuously enhancing the platform with EAC Apps to serve your needs better and exceed your expectations.

The amount of power and robust capabilities of Windchill is the best investment a company can make on its digital transformation journey and implementing the digital thread. Connecting your data is critical. Finding and accessing your data with user-friendly PLM apps expands Windchill usage and amplifies your Windchill investment.

EAC Apps is the practical solution for PTC Windchill support by increasing Windchill usage and user satisfaction across the enterprise.

If you have any further pain points or suggestions, we would love to hear from you. Your insights are vital in driving our ongoing improvements.

Discover more info in the EAC Apps Brochure or check out the webinar replay.

P.S. Did you hear? We released the latest version of EAC Apps 3.3.0! Check out the Compatibility Matrix and Release Notes here.

Conclusion

To sum it up, it’s time to put Excel away and start working smarter, not harder. Successful BoM management derives from a single source of truth throughout the enterprise in regard to all the data contained in the Bill of Materials. The Digital Thread allows for the seamless automated flow of the BoM information to create a truly connected enterprise, working in sync along every step of the manufacturing process.

Not sure where to get started? We created our EAC Assessments to help. Click here to learn more or have a conversation with our experts.

Creo Parametric is a powerful computer-aided design (CAD) software that has been helping engineers and designers bring their ideas to life for over 30 years. With the release of Creo 10, users can expect a number of new features and improvements in productivity, designs, and more!

What’s New in Creo 10

Discover Creo 10’s newest improvements and enhancements.

User Interface Enhancements

PTC has made a big splash with the release of Creo 10, including an enhanced user interface.

Split & Trim Tool

Use this tool to quickly and easily split or trim a model, making it painless to work with and modify your model. Additionally, the ability to propagate appearances and references during Boolean operations makes it easier to maintain consistency throughout a project.

Stretch Tool in Warp

Utilize the Stretch Tool to select defined references to stretch models, making it easier to create complex shapes and designs. Users now have the ability to select Datum Planes, Points, Axis, Coordinate Systems, Surfaces, Curves, Facets, and more.

Freestyle and Style Tools

Both tools are enhanced with Rotational Symmetry and Smooth Normal Connection, making it easier to create organic shapes and designs. These tools are perfect for designers who want to create complex, freeform shapes that are difficult to create with traditional CAD tools.

The Model Tree

Creo’s Model Tree tool has been improved, making it easier to restructure and reorder assemblies to reduce confusion and improve the management of complex projects.

New Pattern Parameters

Finally, the pattern capability in Creo 10 enables users to drive pattern member count for nested patterns. Create complex patterns quickly and easily, saving you time and improving overall productivity.

Optimize Your Design

Take your design process to the next level with Creo 10’s newest additions.

Composites

Designing composite materials has never been easier with the new features in Creo. The software now offers a broad set of functionalities for defining ply layup, ply sections, transitions, and ply order. This allows you to create a resulting solid geometry and inner mold line (IML) quilt that meets your exact specifications.

In addition, Creo’s new Splicing and Darting operations, makes it easier to create complex composite designs. Once a design is complete, you can automatically generate a complete plybook documentation of the final layup sequence.

With new composite design features in Creo 10, you can easily create high-quality composite materials that meet your needs and specifications. Whether you’re designing for aerospace, automotive, or any other industry, Creo’s composite design tools can help you create the perfect product.

Electrification

Creo 10 presents new features that streamline and enhance the process of designing for electrification.

Split/Merge Harness Tool for Cabling

One of the most significant additions is the Split/Merge Harness Tool for Cabling. This tool allows users to split a harness into two separate pieces and later merge them back together. This feature is particularly useful when working on complex designs that require multiple harnesses.

Simultaneous Harness Design

Another key feature of Creo 10 is the ability for multiple users to work on the same harness design simultaneously. This collaborative design approach saves time and ensures that everyone is on the same page. The application-centric tree is another useful addition, which provides three different views, including Cables, Bundles, and Connectivity, to make it easier to navigate.

New ECAD Capabilities

Creo 10 includes new ECAD capabilities, such as paste masks and hole parameters. These features make it easier to create accurate designs that meet the specific needs of each project with greater precision and accuracy.

Ergonomics

Creo 10 optimizes and simplifies the design process for ergonomics.

The Visual Field

Perform Reflection Analysis to analyze the reflective properties of objects in the environment and how they impact the user’s visual experience. The reflective object orientation can be controlled by adding a rotation value around one or two axes, giving you greater control over the design process.

Creo Manikin

Another key feature of Creo 10 is the Manikin, which now support multiple reach envelopes, including the index and middle finger, thumb, and center of the palm. Creo Manikin allows designers to create more accurate models of human movement and reach, making it easier to design products that are comfortable and easy to use. Additionally, the Manikin libraries are now stored as inseparable assemblies to provide better management and user access.

Enhancing Model-Based Definition and Implementing the Digital Thread

Creo 10 introduces significant updates to Model-Based Definition (MBD) and Digital Thread capabilities, to better create, manage and access real-time product data across the entire product lifecycle.

Enhanced 3D Model Annotations

One of the most significant additions is the ability for users to relate symbols or surface finishes to other annotations in the 3D model. This feature allows designers to create more accurate and detailed models, making it easier to communicate design intent to other stakeholders and downstream activities.

Creo 10 adds the ability for annotations to inherit their annotation plane from the parent during placement. This feature ensures that annotations are placed correctly and in the right location, saving time and improving accuracy. Additionally, any movement of the related parent annotation would also be applied to related symbols, behaving as a group when being assigned to other combination states.

GD&T Advisor Updates

Creo 10 includes improvements to GD&T semantic behaviors, including general profile tolerances and enhanced compliance with detailing standards. These changes make it easier for designers to create accurate and detailed models, ensuring that the design intent is communicated effectively throughout the product lifecycle.

Furthermore, any changes made to GD&T annotations will automatically update the corresponding semantic references of general profile tolerance. Additionally, Creo 10 now supports straightness and profile of Line Geometrical Characteristics for ISO GPS models. Create more accurate and detailed models, ensuring that the design intent is communicated effectively.

Advanced Simulation and Optimization Capabilities

Creo 10 presents a range of new features that enhance and streamline the process of simulation and optimization.

Support for Non-Linear Materials

This includes Neo-Hookean hyperplasticity, linear orthotropic elasticity, and bi-linear plasticity.

Combined Thermal & Structural Analysis

Another key feature is the support for combined thermal and structural analysis. Enable your designers to easily simulate how a product will perform under both thermal and mechanical loads, ensuring that the design is optimized for real-world conditions.

Support for non-linear contact, including new contact types such as frictional and rough, helps to create more accurate simulations of real-world contact.

Expanded Contact Simulation Options

PTC included improvements to Creo Simulation Live, to improve result options for fluids and structures. Furthermore, Creo Flow Analysis and Creo Simulate now have better Animation and Multi-Body Support.

Rotational Symmetry

Allows designers to create more accurate simulations of rotational components.

Point Mass & Remote Loads

Finally, Creo 10 introduces the ability to add Point Mass and Remote Loads to create more accurate simulations of real-world loads.

Creo 10: Additive and Subtractive Manufacturing

With Creo 10’s latest features, manufacturing processes are now more efficient and effortless. One of the most significant additions is the support for additive manufacturing.

New Lattice Types

This enables your designers to create new beam-based lattice types, including rhombic, rhombic+diamond, dodecahedron, and elongated dodecahedron. For formula-driven lattices, Creo 10 supports simulation-based variable wall thickness and highly efficient I-graph-wrapped (IWP) lattice cell. Additionally, Creo 10 supports Auxetic Cells Structures for 3D printing. Auxetic Cell Lattices produce geometry that exhibit a negative Poisson ratio.

High-Speed Milling

High-Speed Milling supports barrel tools for both wall and floor 5-axis finish, reducing tool path time and improving surface finish quality. Additional control for CUTCOM and clearance has been added to Area Turning, making it easier to create accurate and efficient toolpaths for subtractive manufacturing processes.

Get started with Creo 10 Today

Creo 10 is an exciting new release from PTC that brings a plethora of new features to the design table. Whether you’re a designer or an engineer, Creo 10 is a game-changing tool that will help you create complex shapes and designs, manage projects, and improve productivity for more innovative products.

Curious to see how Creo 10’s features compare to other versions of Creo? Check out how Creo is continually enhancing its tools to provide you with the most up to date features for your design process.

To learn more about how Creo 10 can positively impact your business or to experience the new features first-hand, book a free demo now.