How to Get the Most Out of Your PLM Software

If you’re venturing into the world of product development, you’ve likely heard of Product Lifecycle Management (PLM) software. PLM consolidates planning, development, manufacturing, and product information into one cohesive platform to connect everyone in your organization to the most valuable data. This “single source of truth” is vital for reducing design iterations, cutting unnecessary costs, enhancing product quality, and streamlining operations. But, how do you squeeze every ounce of value out of this digital powerhouse? Let’s find out.

The Key Functions of PLM Software

One of the first steps in maximizing efficiency with PLM software is to fully understand its capabilities. It juggles a mountain of data, manages changes during the product’s journey, and fosters team collaboration across departments. At its core, PLM is all about data management, bringing products to life visually, streamlining processes, and making teamwork seamless.

For example, PLM software like Windchill, a PTC software, manages critical product development data and streamlines change management processes. Fast, secure, and web-based, this business collaboration software enables companies to improve product quality by connecting teams to up-to-date product information.

Familiarizing your team with the functions of your business’s Product Lifecycle Management software will enable you to navigate the software with ease and efficiency.

Empowering Non-Expert PLM Users

PLM software is designed to strengthen collaboration amongst team members – to break down those ever-persistent data silos and bring people together. By working simultaneously, sharing insights and information, and exchanging ideas, your team can achieve greater innovation and make quicker decisions. PTC, a leader in PLM software, offers apps that are built on top of your PLM system to filter information into a consumable format.

ThingWorx Navigate serves as a great example of making PLM data more approachable for everyone. It’s about stripping away the complexity of Windchill data to support team members who might not be PLM wizards but still need to engage with critical product information. This approach is pivotal in fostering a workspace where insight and knowledge flow freely, inviting contributions from all corners of your organization.

However, unlike ThingWorx Navigate, EAC Productivity Apps (Windchill navigation apps) are highly customizable to meet your organization’s needs. Sitting on top of Windchill and Navigate, EAC Apps integrate your Product Lifecycle Management and Enterprise Resource Planning systems so departments across your organization can get access to data in an easily consumable format.

By offering these intuitive, role-specific gateways to important product data, EAC Apps and ThingWorx Navigate equip your diverse team of stakeholders with the understanding they need to navigate the product lifecycle with confidence and clarity.

Streamlining with Smarter Process Management

PLM doesn’t just organize your work; it makes it smarter. By automating workflows, the software cuts out the fluff and focuses on what’s essential, saving you precious time. Lean into this capability and watch your project timelines shrink and productivity soar.

Mastering the Data Deluge

PLM software can feel like drinking from a firehose with its data deluge. Managing this information efficiently is crucial. Keep data clean, consistent, and up-to-date. This ensures that everyone makes decisions based on the best information available, keeping your projects on track. Often this can involve data cleanup to make sure there isn’t unnecessary data crowding your reports. Or more commonly, training on all the capabilities of your Windchill system that you may be missing out on.

Our managed services team recognizes that the journey of PLM implementation doesn’t end with deployment, EAC underscores the importance of ongoing support, business process consulting, and adoption services through their EAC Alliance Program. This initiative demonstrates how businesses can continually derive value from PLM systems by adapting them to evolving business processes, driving home the need for ongoing evaluation, support, and optimization to maximize the software’s potential.

Never Stop Improving with Your PLM Software

Last but certainly not least, treat PLM software as your partner in growth. Regularly evaluate how the system serves your goals and find ways to fine-tune it. With your strategies evolving alongside the software, you’ll find new ways to enhance efficiency continuously.

In wrapping up, making the most of your PLM software isn’t just about understanding its features; it’s about immersing your team in its capabilities, promoting a culture of collaboration, tweaking processes for the better, and always striving for that next level of efficiency. Dive into the world of PLM, and you’ll soon discover the endless benefits it brings to the table.

If you’re looking for direction or guidance at any point along your Product Lifecycle Management transformation, EAC has experts to work with your organization through it all.

For all Windchill users, maintaining your Windchill system isn’t just about avoiding headaches—it’s about ensuring your workdays flow as smoothly as your designs. Here’s a roadmap to a healthy Windchill environment, based on vital actions you can take today.

1. A Quick Health Check-Up of Your System

Imagine your Windchill system as a hardworking heart in your organization. To keep it beating strong, regularly peek into:

As a site admin, keeping an eye on these metrics is key to preemptive maintenance.

2. Dive into Server Logs

If you’re up for a bit of investigative work, scan through your server logs. This may include:

Understanding these logs is like reading the tea leaves for your system’s health.

3. Disk Space & Back-Up

Aim to keep at least 15% of your server drive-free. Think of it as keeping your workspace tidy for efficiency. And, don’t forget to monitor the storage available for backups – your safety net needs to be ready at all times.

4. Matching Users with Licenses

Are you aware of how many people access Windchill and if you have the licenses to cover them? Regularly review the following to avoid legal trouble with software manufacturers:

Aligning your user count with your license agreement is a fundamental compliance matter.

5. Clean Up Log Files

Low disk space can lead to performance issues. If your log files are growing:

Old log files can often be archived or deleted to free up space.

6. Clean Up Unreferenced Files

Lastly, clean up the unreferenced files in your file vaults. This process removes orphan files that consume valuable space. Refer to Windchill Help for detailed instructions, but remember:

BEWARE! Once these files are deleted, they’re gone forever.

Adopting these six steps in your regular Windchill system check-up can drastically improve your system’s health and performance. Stay proactive to keep the cogs of your Windchill system— and therefore your production—running without a glitch.

If you are looking to check in on your Windchill system, but are unsure where to get started, you can contact one of our experts to learn more.

As you’re onboarding with Windchill, it’s not uncommon to feel overwhelmed by its wide array of functionality …assembly instructions, supplier management, classification searches… the list goes on and on.

Let’s face it – change can be intimidating, and ‘doing it all at once’ can seem like a lot.

In a perfect world, we’d always be implementing WT Parts and accounting for Change Management at the start of every single Windchill implementation, but the unfortunate truth is, that’s not always the case.

It’s natural to have the desire to implement a Windchill project in bite-sized pieces. This article aims to explain the advantages of phasing your Windchill implementation to do just that.

Phase 2: What is a WT Part? Why WT Parts?

The WT Part is misunderstood and why often, many shy away from it.

Sure, it’s a different concept, but that doesn’t mean its necessarily hard.

So, what do I mean by different? It’s different in the way that most organizations aren’t thinking about their engineering data.

But, as a matter of fact, that same engineering data is exactly what I would consider the ‘enabling piece’ which has the ability to facilitate the core functionality every organization should have within Windchill.

It’s a vital piece that lets you do all the ‘other stuff’.

Another way of describing the WT Part (or gear icon) is a central hub of all information that is related to a part. It has to do with your relevant CAD files, drawings, engineering change history, primary BoM structures that link to all your other parts.

I’ll use a hypothetical situation to explain.

Imagine, inside Windchill you have a CAD structure of a bicycle.

There are all kinds of different parts that go into designing this bicycle. You have some assemblies that you have built up in Creo, along with a bunch of other different parts and sub-assemblies.  

You use Windchill to check your parts in, or in other words, manage all of your data.

In this case your bicycle has a variety of different parts, that have many different versions – but the important part is – at this point, you have your data under control. You check out a part, make a change, check it back in. Soon enough, version A.1 becomes A.2, A.3, etc.

With WT Parts enabled, your system has the ability to create a paralleled data structure. This means you can have the same assembly structure in CAD that you do in Windchill.

WT Part acts almost as a placeholder (I like to think of it as a shoebox). Inside your shoebox, you can put all kinds of ‘other things’, and I’m not talking about just CAD files. For your organization this could mean PDF’s, published visualizations (allowing you to look at your bicycle in Creo view), word documents, links to other webpages, or just about anything else you want.

Let’s say (in this scenario) you outsource the break calibers, the tires, or the spokes.

WT Parts allows you to have images and direct links to your supplier webpages allowing you to document and specify the exact parts and versions you need. This creates a parallel data structure.

But even with your paralleled data structure (for your bicycle line), you know that how your products are modeled in CAD won’t mirror the way they need to be assembled in manufacturing.

Your manufacturing assembly process includes other things, such as tape, Loctite for the handlebars, cable shrouds, etc. In fact, there are all kinds of things you’re never going to model in CAD, but are still essential components within your manufacturing bill of material.

By using WT Parts, you can start off with an engineering bill of material, create a parallel data structure, then add to it, and even rearrange that part structure in your manufacturing bill of material.

This allows you to properly represent how things should be put together in the shop.

Furthermore, down the line when you create a service bill of material, you’ll no longer need to need use your entire CAD structure (as it was designed in Creo) because your product only needs new tires and inner tubes.

With WT Parts you can easily create a service bill of material that states exactly what’s needed to service your product.

It creates individual containers allowing you to put things in, shuffle them around, and re-arrange them, so you can easily create different bill of material structures. These structures can even be based on what you need to do, downstream from your CAD models.

It also allows you to quickly create a service document explaining how to properly change your tires.

Phase 2: Change Mangement

Perhaps you have heard of it as the ECN process or maybe even the ECR process. What these really consist of – is just one stop along the journey of your change management process.

You might be wondering why more organizations choose Change Management for phase 2 over WT Parts.

The answer is quite simple. It’s because most companies are already doing a change process today in one way, shape, or form.

You might be more familiar with the outdated process, or what I like to refer to as ‘the red folder’.

Many companies today still trudge around the office with that red manila folder when they need sign off on a change. They walk from station to station with documents, prints and more to whoever needs to sign off on that change to get it done.

The Windchill Change Management piece has the ability to replicate what your physical real-world processes can. This allows you to entrench the workflows you’ve already established digitally, inside Windchill.

This is also one of the many reasons why you should not be afraid of the Change Management capabilities inside of Windchill.

So how does change management inside of Windchill work exactly?

The out-of-the-box Windchill Change Management workflows include problem reports, change requests, and change notifications.

Built within the core capabilities of Windchill Change Management, there’s a process in place for problem reports.

Starting at the beginning, the typical entry level is what’s called, ‘the problem report’. You can think of this as your digital suggestion box. Anyone can create a problem report (PR).

With a widget, your problem report gets pushed forward to a change admin, who can then review that report.

Your change admin has the ability to either approve or reject the change request. They can even send it back to the person who originated it (if needed) to ask for further clarification.

This helps you easily keep track of your problem reports, know the length of time they have been opened, and be aware of how many reports are currently active. This enables you to see, as a company, how you’re doing with respect to your problem reports.

The next step along the way is a change request. In the instance that your problem report is moved forward, it gets sent to the next person in line who sees that as an engineering change request.

At this point, there may be some additional research to say, “well, wait, now what other part is used, or what other assembly part is done, and what they might impact?”

When deciding to make a change, its crucial to think downstream and about what the implications of that change might be.

This is what the engineering change request feature inside of Windchill is all about. It allows you to do the research.

Once you meet the set of criteria or you obtain a certain serial number, you can say – “yes, we are going to do that.”

This allows you to have a formalized process where you can either individually approve changes or run change requests through a more formalized review board.

That’s when the change notification task gets assigned back to your design engineer that can then go into Creo, open up the part, and make the change.

The best part? With Windchill Change Management you actually have a way to keep track of your changes, processes, and documentation.

You’ll no longer need to wonder what hasn’t been completed or what the status of a change request might be.

Although that’s the out of the box Windchill Change Management functionality, there’s a lot of subtleties and nuances that can be tailored and configured to your specific company needs. It doesn’t have to be a strict 1 to 1 mapping – there’s flexibility with respect to how you map and manage them.

Say, for example – you had three different problem reports on one specific part. You could now bundle those altogether and roll that into a single change request.

You could also take 2 or 3 different change requests and roll those forward into a single change notification.

Yes, this change process will be new and different – it’s designed to make your life easier.

The difference is – now you’re not cruising around the office with that red folder trying to catch up with all the information. Instead, everything you need is right in front of you. You can see which assemblies will be impacted, what you have on-hand, and what series you want to do the cutover on.

That concludes the first half of a closed loop change management process.

Phase 3: Windchill Quality

The second half of the closed loop change management process stems from things such as nonconformance, that actually come from the Windchill quality management piece.

Again, more Windchill functionality here is also tied together in WT Parts, but these are your corrective and preventive actions.

Looking at the nonconformance piece – where you actually build and manufacture something, but it isn’t measuring out right. Or perhaps your drilled holes that are in the wrong place…or your part is the wrong dimension…or something to that extent.

Windchill Quality enables corrective actions you can take against these incidents to make sure that you’re not building parts to the wrong specifications or dealing with nonconformance. This helps you to take preventive action.

In other words, what steps are you going to take to make sure that you don’t make the same mistakes again? What are you going to do with the parts that you’ve already built?

That’s the second half of the closed loop change management process.

To truly explain how all the Windchill functionalities can be intertwined to create a true ‘digital thread’ – this article would go on for days.

Sure, you can learn about all the different parts and pieces individually, but my organization has a real, tight, concise methodology for doing this.

That’s why EAC Product Development Solutions is here to help. We know and understand what it takes to get your system stood up and in place to truly transform your organization.

Don’t leave your Windchill system with untapped potential. It’s time to make the most out of your money.

We can help with that.