Recently I had an epiphany. It wasn’t the kind of epiphany that changes a life forever and drives someone to become a monk in the Himalayas, but it was an epiphany nonetheless. It had to do with collaboration, data management, reporting, and the way many of our customers inevitably deal with their customers.

For the sake of this blog I’m going to oversimplify the “discrete manufacturing” industry into two categories: Original Equipment Manufacturers (OEM) and OEM suppliers. Many of our customers supply larger companies. This puts our customers in a unique situation in which they operate their businesses within other people’s timetables. They operate their internal projects within larger projects managed by the end customer. This is where things can get tricky, but I digress…

I was grabbing lunch with a couple friends, colleagues, and long-time engineering veterans when the conversation veered into oncoming traffic. A simple question, “Does anyone have any meetings they need to get back for?” opened up a new line of dialogue. One of the engineers referenced a late afternoon meeting and started talking about the time they waste on redundant meetings with their internal teams and the end customer. Throughout any given week they have status meetings, update meetings, and check-ins on the updates and statuses. Everyone is always trying to stay on top of expectations and progress and it seems like it’s, well, getting in the way of progress!

The other engineer sympathetically chimed in because they both felt the same pain and frustration with the overhead of trying to GSD (Get $#!+ Done!). Throughout the conversation, phrases like “they didn’t hire me to attend meetings” and “I wonder if anyone is adding up how much these meetings cost?” were thrown around. I couldn’t help but think there had to be a better way…in fact, I knew there was a better way. You can dive in and learn more about Knowledge Worker Management and Time Boxing here, but for now I’m going to focus on the tools that can help GSD.

Nowadays the acronyms PDM and PLM have become common terms in the engineering and manufacturing world – Product Data Management and Product Lifecycle Management. These tools can relieve some of the frustration. If a company uses a tool like PTC Windchill to collaborate with customers and internal teams, they can set milestones, see real-time reporting based on work states, and manage changes easily and within clearly defined workflows. They can help provide answers to questions without needing to interrupt the engineering staff.

If you give us a call and a few minutes we can help you understand the return on investment in a legitimate PDM/PLM tool (something other than file folders and shared drives). We can help you figure out how much time and money PTC Windchill can save you – hard numbers that help the bean counters sleep at night. But, it is important to remember there are tangible benefits to improving your collaborative space that go beyond cycle times and promotion requests. Investing in a PDM or PLM tool can free up time for engineers to get back to engineering. An engineer’s lunchtime conversation should focus on the amazing innovations they’re working on. It shouldn’t focus on frustrating meeting-itis. Engineers aren’t cheap. Let’s get them back to work and out of redundant meetings. I think tools like PTC Windchill can help do exactly that.

Some people say that selecting a CAD tool doesn’t matter. I’ve heard the analogy that CAD is like a hammer…it doesn’t matter what hammer you use, it’ll probably drive a nail and get the job done. I don’t agree. I think selecting the right tool can change, improve, and even revolutionize the way you work, design, and innovate.

Case and point – Augustine Die & Mold Inc. A while back Augustine Die & Mold Inc. came to us with a goal. They needed to improve collaboration on customer’s part designs and plastic injection mold designs. There was also an initiative to adopt a single platform for all their CAD, CAM, and CAE needs.

We worked with the Augustine team and mapped out that PTC Creo Parametric and a few advanced options and extensions would give them the functionality they needed in one consolidated package. We recommended PTC Creo Parametric as the core CAD technology and suggested the addition of the PTC Creo Parametric Tool Design Option (TDO), the PTC Creo Parametric Flexible Modeling Extension (FMX), and the PTC Creo Parametric Expert Moldbase Extension (EMX).

Augustine evaluated our recommendation and decided to implement the new CAD/CAM/CAE toolset. What was the outcome you may ask? They saw a 50% reduction in design cycle times. 50%! Having every designer, engineer, and technician using the same PTC Creo suite made the tool design process faster and easier with unprecedented levels of interoperability.

It matters what tools you use. Sometimes you can’t look at it like a hammer vs a hammer. Sometimes it’s a hammer vs. a nail gun. Don’t take my word for it. A senior engineer at Augustine Die & Mold Inc. used to use Solidworks and had this to say. “I started my career using SolidWorks, then I switched to Pro/ENGINEER which is now Creo. Creo Parametric, in my opinion, is the best CAD software available. I have noticed recently that files created in Solidworks tend to have solid modeling issues and make it difficult to design to the solid models needed. The reputation and performance that Creo has definitely surpasses any other software on the market.”

You can’t argue with that. Next time you’re considering how to complete more projects in less time..consider giving us a call. PTC Creo Parametric might be exactly the tool you’re looking for.

Creating Ideal Translation Workflows for Optimum Results 

In Part Two of this post on coupling products for translation, we’ll discuss the specific steps that are required to implement complete translation projects – from managing technical content objects to managing costs and file collaboration. Refer to Part One for the overall solution design which shows the strengths of PTC’s Translation Manager, Windchill ProjectLink, workflow, reporting, and multi-lingual publishing and how they can be leveraged for translation.

The Process 

There are six process components to the overall translation solution. The process starts and ends with PTC’s Translation Manager. Windchill ProjectLink is nested in the middle of the process to facilitate the business project, cost collaboration, and file transfers with Translation Service Providers.

Step 1. Designate Objects for Translation 

The first step of the process begins with source content that is ready for translation to the target language(s). The content is stored in Product or Library folders in Windchill/Arbortext Content Manager. Here the project owner identifies complete document structures or document objects to be translated. A translation work package is created for the objects. The Translation Service Provider and target language(s) are designated with the creation of the translation package. Languages and Translation Service Providers are configurable.

At the completion of this step, the content is prepared for translation. It results with a collection of XML objects to be translated in a zip file. The source objects are set to the In Translation lifecycle state and the source content continues to be managed in relation to other content and states.

Step 2. Create Translation Project 

In the second step, ProjectLink is used to create a translation project that contains any business-related activity required for traceability. This activity includes deadlines and due dates, assign internal resources to the project, and expose the project to Translation Service Provider(s) or other external users outside your firewall. Any cost information, such as Requests for Quote and quotations received can also be stored under the project.

To start, the translation zip package is posted to the project. From here, the package is available for workflow and lifecycle activities as well as for collaboration with Translation Service Providers. If a process for approving translation costs is required, the cost approval workflow would be executed on the translation package stored in the project. Providers will be able to see the source content in order to estimate the level of effort and designated project participants can see cost approved or not approved activity.

Step 3. Route Objects for Translation 

This step in the workflow is for actual translation activities. Here Translation Service Providers can:

1. Checkout and Download the package when it is ready to translate and
2. Checkin and Upload the package when the work is complete.

This activity makes use of the translation package on ProjectLink so that collaboration with users outside your firewall can work on the project. The user interface is self-serving and provides traceability out-of-the-box. The zipped file is automatically iterated and historical versions are maintained on checkin so that everyone on the project is aware of the project status. Users can schedule alerts to immediately know when a critical threshold is reached. Therefore having the lifecycle states in ProjectLink enables real-time reporting on activities to show key performance indicators. Is the project on time? On budget?

Step 4. Route Translated Collateral for Approval 

The approval workflow activity in step four supports reviewing translated content delivered by the Translation Service Provider. Reviews may be performed by local native language review teams or it may include users that have other roles on the project. This activity uses the translation package on ProjectLink so that collaboration for users inside or outside of your firewall can continue to work on the translation. As a result of this workflow, updates can be made either by the Translation Service Provider or by home team members.

Once the translation is approved, the translation project can be concluded and all ProjectLink activities closed. Even so, an organization may still elect to store invoices and final cost information in the project for matrix reporting and future planning purposes.

Step 5. Store Objects in Translation Library 

After objects are translated, the final translation zip package is returned to the Translation Library where XML objects and images are stored. Here the translated target objects are bound to specific revisions and iterations of source objects for each language. For clarity on object status, objects are marked “Translated” or “Translated, Ready for Publish”.

When the objects are returned to Windchill/Arbortext Content Manager they can be published, updated, and iterated just like any other object. This is important since changes may be necessary to:

1. validate the markup;
2. facilitate aesthetics for publishing;
3. change product names, service marks or other marketing decisions;
4. change dates or other metadata.

Step 6. Route Assembled PDF Document for Approval 

In an environment with shared document components, status checks are necessary to verify that all objects included in the document are ready for publishing. This is a key element of the process since some objects may be In Translation, others may be at earlier iterations with no recent updates, or they could be universal images that require no translation. When all objects in the translated document are Ready for Publish, the published document is created, and routed for review and approval. This may be the first time that a translated document is being reviewed as a whole, thus it may be the first time that all content is reviewed relative to the content around it. At this point, it is expected that any changes made during this stage would be made by the home team for content stored securely behind the firewall.

The document review and approval process should be the same as your usual published document review process with different resources for languages. Documents can contain a single language or there may be multiple languages per document depending on the style guidelines for your organization.

Summary

For anyone that has been involved in the translation process, you can likely sympathize on how complex and challenging the tasks can be. By putting ProjectLink to work in your translation process, it does not have to be the case. With PTC’s Translation Manager and Windchill ProjectLink, workflow activities can be more transparent, helping to streamline the translation process across all documents and languages that need to be managed. If you have questions about how ProjectLink, Translation Manager, or multi-lingual publishing solutions can be integrated into your organization, be sure to contact the EAC Product Development team from the links below.

Learn More

Be sure to read Part One of this post to learn more about the solutions being deployed in the workflow being described.

Why Translation Workflows Matter

For companies who require product documentation to be localized for regional use, the sheer number of translated objects makes translation management very important to the business and organization as a whole. Suppose, for the purpose of simple math, that you are translating to 9 languages. One source language plus 9 target languages is 10 languages total. That means up to 90% of the content you are managing is translated. 10% of those objects could be global images that do not require translation, which would drop managed translated content to 80%. In global companies, it is fair to say that a large majority of the content you are responsible for is translated.

One might think that the translation process would simply involve handing off copies of documents to translation teams and then waiting a few days/weeks for the local language versions to arrive, but in reality this process is much more complex. Even when the material is developed in a sophisticated technical documentation tool like PTC Arbortext, it remains necessary to closely administer this activity to avoid risks associated with mandates that vary in different geographies, inefficient file tracking, incomplete reviews, and delays throughout the translation lifecycle.

This is the first of a two part series that discusses how to optimize translation processes by coupling two complementary tools, PTC Translation Manager and PTC ProjectLink. By combining these tools, organizations can overcome several obstacles that either slow workflow processes or increase costs during the translation of technical documentation. Part one outlines these tools and the processes they are designed to address. Part two details how more efficient translation workflows can be arranged in order to expand past administering translated XML objects, to include management of peripheral translation activities such as cost quotations, file sharing, collaboration with translation service providers, and quality assurance processes.

PTC’s Translation Manager

Translation Manager is a component of the PTC Windchill Service Information Manager. The Translation Manager prepares content for translation by identifying document components to be translated, creating work packages for translation or translation service providers, and setting the InTranslation lifecycle state. Key features include:

• Automate the creation of translation packages using workflows
• Restrict creation of translation packages to authorized translation users
• Generate a translation package from a Publication Structure or an Information Structure or
• include select document objects by assigning the proper translation attribute and life cycle state
• Automatically associate translated dynamic documents with their source objects
• Identify whether a translation exists for a source document or not
• Bind specific revisions and iterations of source objects to translated target objects
• Publish translated dynamic document structures.

Post-translation, the Translation Manager stores content by linking translated objects to source document objects in the translation library and sets the Translated lifecycle state.

Windchill ProjectLink

ProjectLink enables defining and executing project plans as well as associating project tasks with product deliverables. Through a self-administered virtual workspace, ProjectLink provides project management capabilities and access to accurate product information for resources inside or outside of your firewall.

In this solution, Windchill ProjectLink is featured to facilitate translation tasks outside your organization.

Windchill Workflow and Reporting Features

Workflow and Reporting are core features of the PTC product suite and are available in all Windchill-based products including Arbortext Content Manager, Service Information Manager,  and ProjectLink.

Workflow

Windchill Review and Approval Processes are used to automatically set the state of objects to the target lifecycle state and invite a list of Reviewers to provide comments.

Reporting

Windchill offers multiple tools to help decision-makers easily visualize trends, patterns and relationships using graphical and drill-down reports of key performance indicators. Simple and easy-to-use reporting and charting tools enable users to configure and save reports.

Publishing

PTC Arbortext Publishing Engine is a server-based system that assembles XML content and automatically publishes the content in both print and electronic forms, all with high-quality layout and formatting.

Stylesheets

Predefined stylesheets are used for layout and page composition. There can be different formatting options based on the language attribute assigned in the XML file.

XLIFF for Generated Text

Text that is generated by the stylesheet is translated once and stored for future use in an independent file. For example, text like the word “Table” is not translated with content. This is supported using XLIFF technologies. XLIFF is the XML Localization Interchange File Format which is used to store extracted text and carry the data from one step to another in the localization process.

Summary

As you can see, there are some pretty sophisticated tools available to support the translation process. The challenge is knowing how to leverage these tools to create a process that maximizes efficiency. Stay tuned, because we will be discussing just that in part two.

Small and medium sized businesses may appear smaller and more nimble than their large corporate counterparts, but they have the same need to manage engineering, inventory and process changes. Their need for this change management is just on a smaller scale. SMBs should have access to the same high-tech solutions for Product Data Management (PDM), only scaled to meet the needs appropriate for their size.

PTC Windchill: for PDM Essentials

Engineering projects both large and small require up-to-date product versions. Design, production and quality control teams all require quick access to the correct and most current product information. And access to this change management process must also be controlled to prevent unauthorized changes.

Windchill PDM Essentials is an easy to deploy system that meets these goals. You do not need to spend countless hours configuring the software to meet your individual needs. Configuration and installation wizards allow for fast, easy setup with less cost to the company.

CAD with Creo

CAD data management is essential for effective product improvement. Teams need the ability to work together to share their ideas. CAD models are stored in a central location with revision control features. With the included ability to use a 3-D viewer and markup utilities, those without the CAD capability installed can still work with the same stored model designs and provide their input.

Small and medium businesses can especially benefit from the ability to reuse and re-engineer existing designs. This is how a smaller business can leverage its prior work and find ways to grow. Control over different design versions allows small teams to be nimble and avoid design mistakes that could lead to increased costs and lost time. This is why Windchill PDM comes with PTC Creo View Lite and it works with a variety of other CAD systems, including AutoCAD.

Office Documents and More

This same change management can also be applied to regular office documents with a check in and a check out function. Check out locking prevents other users from modifying documents while the work is in process with a different team. Check in releases the document to other approved users. The history of when changes were made, and who made the changes, is stored to track the most current versions and ensure the changes were authorized.

Database searching is simplified to reduce the time needed to locate designs and documents. The interface allows you to search with multiple terms, from product numbers to created-by dates and names.

Keeping it all Moving at the Right Pace

Data publishing can also be scheduled to allow for viewing and access of documents at exactly the right time. This is how product lifecycle functions control when teams have access to data. It ensures that parts for manufacturing are not ordered before the final design is approved. Keeping everything on the right schedule is key and this level of lifecycle control ensures that all the people in your organization (regardless of size) are kept in the loop and product development flows smoothly and quickly.

These are the ways that PTC Windchill with PDM Essentials gives small to medium businesses the data and change management solutions that meets their current needs with the ability to add solutions as the company grows. From EAC’s perspective, we see PDM Essentials as an excellent base foundation that can be modified to meet your unique business needs – large or small. Please contact us so that we can tailor a solution that fits your business and your budget.

Computer-aided design (CAD) changed the way engineers, architects and draftsmen work from countless pencil and paper drafts to drawing on a screen. CAD designs can be changed and manipulated in numerous ways without crumpling a paper and starting over at the beginning and this technology that emerged out of the 1980s is still advancing rapidly today.

In 1886, Karl Benz received a patent for a gasoline powered automobile engine. This turned automotive engineering from steam power to the beginning of modern engine designs. Unfortunately, for auto enthusiasts, starting these engines was most often done by getting out and cranking an impossible handle. The first electric starter appeared on an Arnold in 1896. It was not until 1911, that Charles Kettering gave America a true electric starter motor.

You may wonder: what do cars and CAD have in common? The most important similarity is that they represent continuous advancements in technology that are designed to make life easier, better and more productive. Keeping up with advancements in technology can keep your business advancing and increase your bottom line. If you are still using a compass and protractor to create ink on Mylar drawings, you are driving a Model T. If you are using a FORTRAN based system, you are driving a Yugo. You are going, but not very far or very fast.

Upgrading Your CAD Software

Many businesses are relying on CAD software that is outdated. It functions like an old trusty car, but does not offer cruise control, power windows or air conditioning. Who could imagine driving in a car without these amenities? Likewise, CAD is no longer simply two-dimensional modeling. The latest CAD software uses 3D surface and solid modeling, dynamic mathematical modeling and even photorealistic rendering.

PTC Creo gives you CAD software that you can customize to your business needs and then build on, without having to learn to drive all over again. If you are only comfortable with front-wheel drive, you can work with 2D software. When you are ready for all-wheel drive, your 2D can seamlessly move into 3D.

If your business uses an entire fleet of different CAD solutions, you do not have to worry about putting a Ford muffler on a GM SUV. PTC can provide you with the right tools for Multi-CAD environments. You can even test drive PTC Creo software for free.

Using Your Upgraded CAD Software

Have you heard enough car related puns yet? Well there’s more.

Upgrading to the latest software is just the start. If you do not use the functions your upgraded CAD system offers, you are driving a Porsche in first gear. You have the capability but something is holding you back. Many users fear change or do not understand how to implement the change. With PTC Creo, you simply push in the clutch and shift. For instance, PTC Creo Flexible Modeling Extension (FMX) allows you to make rapid design changes at the last minute by selecting only the parameters you need to change.

PTC Learning Exchange offers free tutorials so you and your employees can learn to drive your CAD software and utilize all of the benefits. So getting the most out of new technology is not as difficult as you may fear.

Taking a horse and buggy across the country will take you forever, but embracing PTC Creo FMX will shorten design cycles and lower production costs. Let EAC show you how easy Creo is to use so you can get your business on the road to success. All puns intended.