To stay ahead of competition, many manufacturing organizations are beginning to track product data and processes. Ultimately, when you do this you are initiating a digital transformation in your company.

Digital transformation is when you use digital technology to create new and modify existing ways to deliver value to customers. Learn more about the impact of digital transformation and where it can take your company in our latest blog, Digital Transformation is Happening Now.

You may want to consider the same if you are currently:

  • Using multiple disconnected systems which could include CAD, PLM, MES, ERP or other homegrown resources across various geographies, teams or organizational subsidiaries
  • Relying on inefficient product or process lifecycle management due to high system complexity keeping you from securely share data across functions, partners, customers and suppliers

PTC PLM enables a digital thread that connects all phases of the product life cycle critical to any discrete manufacturers’ digital strategy. One very important place to start your digital transformation journey is with your technical documentation.

Service Content Challenges

With traditional word processors, authors are forced to manually maintain service documentation. This method proves difficult to manage content reuse and authoring practices across an authoring team.

Authors will find themselves manually typing standard content rather than reusing the same verbiage across multiple service documents. Document formatting and styling may vary depending on the author and who published the document leading to overall inconsistencies.

When documents need to be published and delivered in a variety of different formats, the overall styling of the document will have to be modified to deliver the desired look and feel. 

Format modifications can be difficult and time consuming in standard word processors. 30-50% of a traditional author’s time is spent manually laying out the pages and overall text formatting. Due to authoring inconsistencies in verbiage and formatting, technical documentation from product to product may vary and may confuse the end consumer.

A “digital thread” of dynamic data ensures end-to-end consistency.

Service Content: Create, Manage, and Deliver

CREATE

  • Automatically update content in conjunction with product development changes. Stay connected to Engineering Data
  • XML authoring and ability to reuse and leverage content
  • Support for translation management
  • Reduce product information research time for content creators
  • Enable efficient and parallel content creation/editing
  • Enable content reuse
  • Enable more efficient task assignment, routing, and authoring collaboration

MANAGE

  • Manage technical content (Work Instructions) originating from multiple sources
  • Ability to be included in Change process when work instructions or content needs updated
  • Leverage CAD and Facility information for quicker delivery and development of content (work instructions)
  • Reduce IT/IS costs and burden of maintaining multiple custom integrated applications
  • Enable more efficient review process
  • Reduce manual workflow and non-value-added tasks
  • Reduce replication of data across multiple systems (source and delivery)

DELIVER

  • Cost-effectively deliver up-to-date documentation to customers and service personnel
  • Deliver through Windchill (tomorrow) and SharePoint (today) with multi-managed delivery capability
  • Reduce Service Information Delivery Operations Costs
  • Event driven automated publishing eliminates labor costs and multiple applications to manually layout, format and publish released product information
  • Enable Engineering changes to be more efficiently integrated into product information and maintain up to date publications
  • Shorten current cycle for new and updated product information distribution

Arbortext: Dynamic Authoring & Publishing Solution

PTC’s Arbortext Suite is an end-to-end, dynamic publishing solution streamlines how organizations create, manage, and deliver technical publications.

Arbortext provides the capability to define, author, illustrate, manage and deliver dynamic product information in the user’s preferred language and format.

Authors have the ability to create product-centric information which enables the delivery of contextual, up-to-date product and service information in the forms of interactive service procedures, illustrated parts lists, operator and service manuals, and product training materials.

The resulting efficiencies drive documentation quality while reducing costs and improving the ability to provide accurate, timely, accessible content that is customized to the needs of the user for improved customer satisfaction.

Arbortext offers the seamless integration that enables you to create, edit, publish and manage XML content. A content enablement system capable of facilitating the deployment of a huge range of media, translated and delivered in real time.

With Arbortext, you’ll have the confident assurance of data intelligence of one smart system. Within the complexity and demands of the global marketplace, Arbortext (powered by PTC Windchill), makes smart content management simple.

At EAC, our Product Development Information Services team helps you deliver accurate product and service information quickly and efficiently. We recognize the challenge in producing accurate technical publications on time and on schedule.

Let’s talk about how technical documentation impacts field service procedures, high costs of inaccurate technical information, the root causes of service failures, and how to achieve high field service productivity and effectiveness.

Many of the fundamental issues in service occur due to inaccurate service information and technical documentation that is difficult to understand.

We have all been in a situation, at least once, that involved failure to deliver a service as promised. Why? It’s because all brands and businesses make promises! But the truth is… service issues happen

When service fails to deliver on promises, or a buyer experiences poor customer service, the result almost always ends with lost customers, canceled subscriptions, and tarnished brand reputation.

The impact of a service failure can be devastating. Let’s talk about the root causes impacting service issues and failures

The impacts of service issues

The greatest influence on service almost always has to do with one thing; technical documentation. By technical documentation I am referring to tech pubs, standard operating procedure documents, service instructions, maintenance manuals, guides, work instructions, procedures, bulletins, etc.

I’m talking about anything and everything that is provided to help assist and guide service technicians. Many of the fundamental issues in service occur due to technical documentation, let’s talk about why.

Technical Documentation and Field Service

Today many field service and manufacturing organizations rely on traditional time-intensive methods to develop and deploy technical documentation such as service procedures, work instructions, guides, manuals, etc.

But the fact is – oftentimes the tech pubs, guides, and manuals that are created, aren’t even read (or in some cases even used) by field service representatives for which they were designed!

In addition, technician instruction manuals and documentation designed to be used in field service are often out-of-date. This is due to the high maintenance and distribution costs to create, maintain and produce continually up-to-date field service documentation.

This issue compounds as products become more and more complex in response to ever increasing customer demands for innovation and customization.

This rise in complex products has resulted in complex service and maintenance procedures, affecting and influencing inaccuracies in technical writing and documentation. As the demand for complex maintenance and service procedures increase, technician efficiency decreases due to more time being spent searching for the correct service information in a format that can be used on the field. This often results in repair and maintenance delays.

When service technicians encounter unfamiliar problems and don’t have reliable service information to solve a problem, the need for repeat service visits increases. There are many major negative consequences from these situations.

For example, a customer might experience equipment downtime. This downtime impacts both the service provider, as it inflates the cost of service, as well as the customer, as they lose productivity.

The high costs of inefficient field service

For you, as a service provider, the consequences of poor service information, complex products, and poor technician efficiency can drastically impact your costs of service in a number of ways.

For starters, let’s assume you work with service contracts. Service contracts often contain elements such as equipment up-time clauses. In the case you were to unintentionally breach one of these ‘set clauses’, it’s fair to assume the organization would face undesirable penalties and costs.

Take a deep breath. All is not lost. The added costs from inefficient service strategies are completely avoidable!

Repeat field service visits also drastically increase business costs. Multiple repeat visits to service products quickly increase costs and become very expensive. This is why many organizations seek to avoid repeat service visits at all cost.

A rarely considered cost-driver for service stems from difficulties comprehending poorly written, inaccessible, and out-of-date technical documentation.

When service technicians are unable to easily identify which spare parts are required, they often order multiple parts in hope that one will be correct. This results in high part returns, and handling costs. Not to mention, the need to hold more parts in stock from inflated orders (the bull whip effect), also affects parts inventory.

The skills gap is also increasing the cost of inefficient service.

“Faced with continuing economic expansion and retirement of baby boomers, the US manufacturing industry is looking at a potential shortage of 2.4 million workers in the next decade.”2018 Deloitte & The Manufacturing Institute skills gap study

To put it in perspective, a large portion of our workforce is approaching retirement soon. This is causing the skills gap to widen. With the loss of tribal knowledge, access to consumable expert knowledge becomes increasingly necessary.

New and inexperienced technicians have repeat service visits which cause an organization to face higher training costs, while overburdened experienced staff members are forced to train and pick up the slack for newer employees.

All of these things impact customer satisfaction. These conditions damage service reputations for both an organizations product, as well as, service contracts. Most importantly, all of these scenarios impact an organizations ability to retain customers and garner repeat business.

How to gain high service productivity and effectiveness

In order to obtain high technician productivity and effectiveness you must re-evaluate your service methods and procedures

Increase technician comprehension with accurate AR work instructions

To increase technician comprehension, look into concepts to create accurate, in-context augmented reality (AR) work instructions that overlay digital information onto a physical product.

Establish accurate part identification

Consider implementing accurate AR experiences so part identification, replacement and ordering are easy and accurate.

Enable remote real-time work instructions

Enable expert technicians to give remote, real-time guidance on physical objects using assisted reality tools like Vuforia Chalk.

All of these help service organizations create a more flexible, agile, workforce. These changes result in increased equipment uptime and productivity. They result in happier customers and more empowered workers.

Most importantly – you can start implementing these benefits today. All the technology currently exists. We would love to work with you and your organization to understand your service operations goals and map a path forward.

An easy way to create digital work instructions for service

Many businesses rely on one or two technical writers to collect all required technical and digital information needed to create technical and marketing publications.

Most of this effort is manual, using the tried and true method of emailing, calling, and walking down the hall to bug technical resources for information or a screen grab; over and over.

Then the information is created using a one-and-done single-instance authoring software like Adobe FrameMaker, Adobe InDesign, or (please say it isn’t so!!!!) Microsoft Word.

This is a problem because a tremendous amount of risk is introduced when technical information is primarily collected via direct communication, emails, and other manual methods. There is significant room for error and it’s difficult to keep all related data and downstream documents up-to-date in the case of product changes.

Out of date information seems to trickle down to many different publishing channels. Even if tech writers are hardworking and very diligent, there is a natural opportunity to miss updates driven by upstream changes.

Just think of everywhere incorrect information could live if an update is missed. Web sites, user manual libraries, manufacturing instructions, service instructions, printed manuals, marketing literature, and the list goes on. This can increase the risk of providing out-of-date or inaccurate information to customers, manufacturing personnel, and service technicians.

There are a few different technologies available to help companies leverage existing engineering and design data for technical publications. If product data is housed in a Product Lifecycle Management (PLM) tool like PTC Windchill, it can be used to insure all needed technical digital data and information required by technical publications are managed by a single change process.

This pushes the responsibility for accurate information to the people that actually own it. It helps insure people throughout the organization are updating content as part of every change and new product release.

Once data is in one place it becomes easier to create integrations between tools like Windchill and tools like PTC’s Service Information Manager (SIM) and Arbortext.

An integration like this lets companies automatically, and dynamically, populate key information directly to technical publications. It also allows for the creation of integrations to push data to hosted catalogs and reseller sites.

Making the move from manual technical publications to what we just described allows tech writers to focus on optimization of publishing methods rather than data collection and integration. It helps insure overall accuracy of product data throughout the company and in the marketplace.

ROI for this shift is typically measured by the elimination of manual efforts and more importantly the reduction of customer dissatisfaction and lost business.

Stop absorbing unnecessary risk and costs related to out-of-date technical documentation being used by internal and external customers. Consider a dynamic publishing solution like Arbortext or PTC Service Information Manager.

Let content responsibility lie with the content creators. And delight customers with accurate product information no matter when, or how they access content.

We can help you map the optimal product data management and dynamic publishing solution for your business. Contact us to start the conversation. No pressure. Just answers.