In today’s fast-paced digital environment, the demand for accurate, consistent, and timely product information is paramount. Traditional methods of technical documentation, often reliant on manual processes and disparate tools, fall short in meeting these demands. This is where PTC Arbortext emerges as a game-changer. It offers a dynamic publishing solution that streamlines the creation, management, and delivery of technical content.

 

The Pitfalls of Traditional Documentation Methods

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 Microsoft Word.

This is a problem for a number of reasons, including:

  • Inconsistencies and Errors: Manual data collection can lead to outdated or incorrect information permeating through various documents.​
  • Inefficiencies: Repetitive tasks and lack of automation slow down the documentation process, delaying product releases.​
  • Scalability Issues: As products become more complex, managing documentation manually becomes increasingly untenable.

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 This can increase the risk of providing out-of-date or inaccurate information to customers, manufacturing personnel, and service technicians.

    Embracing Dynamic Publishing with Arbortext

    PTC Arbortext offers a comprehensive solution to these challenges by enabling dynamic publishing. This method automates and integrates the entire documentation lifecycle. Key benefits include:​

    • Single Source of Truth: Centralize content to ensure consistency across all documentation.​
    • Automated Updates: Link documentation directly to product data, allowing automatic updates when changes occur.​
    • Multi-Channel Delivery: Publish content across various formats and platforms without redundant efforts

    Core Components of the Arbortext Suite

    When arguing for Arbortext, there’s strength in overarching capabilities. However, there’s also the power and precision of its individual components. Like many other PTC product lines, Arbortext boasts a suite of several integrated tools. This robust ecosystem of tools work together to streamline structured content creation, styling, and publishing. This empowers technical teams to do more, faster, and with fewer errors. These extensions have been designed to enhance the documentation process. They include:​

    • Arbortext Editor: A powerful, XML-based authoring tool designed for creating structured content. It supports real-time validation, ensuring content conforms to required standards as it’s written. This not only improves accuracy but also reduces the need for post-creation corrections.
    • Arbortext Styler: A stylesheet design application that lets users visually create and manage styles for multiple output formats. Publishing to PDF, HTML, or EPUB? Styler allows organizations to control formatting rules without needing to write code, greatly simplifying the publishing process.
    • Arbortext Publishing Engine: The automation hub of the suite, this engine assembles, formats, and publishes content from Arbortext Editor using predefined styles and templates. It eliminates manual tasks and ensures consistent, repeatable publishing workflows across the enterprise.

    Together, these tools form a tightly integrated publishing solution. This solution enables organizations to maintain consistency, scale their documentation efforts, and reduce operational risk. Whether you’re a single author or managing a global documentation team, the Arbortext suite equips you with the foundation to build and deliver content that’s smart, structured, and future-ready.

    Integration with PTC Windchill for Enhanced Content Management

    One of the most compelling reasons to argue for Arbortext is its seamless integration with PTC Windchill, a leading product lifecycle management (PLM) system. This connection allows organizations to manage both product data and technical content within a single, unified platform. By linking Arbortext with Windchill, companies gain tighter control over content versioning, reuse, and approval processes, which is critical in regulated industries or highly complex product environments.

    Windchill serves as a single source of truth, ensuring that content creators always work with the most up-to-date product data and documentation. This reduces the risk of inconsistencies between product updates and technical materials—whether it’s a service manual, part catalog, or training content. Integration also supports granular access control, workflow automation, and traceability, helping teams stay audit-ready and in compliance.

    Together, Arbortext and Windchill form a powerful digital thread that connects engineering, manufacturing, and documentation teams across the entire product lifecycle. This integration not only accelerates content creation and delivery but also reinforces data integrity and operational efficiency, making it a cornerstone argument in favor of adopting Arbortext for dynamic publishing.

    Real-World Impact: Efficiency and Accuracy

    When arguing for Arbortext, it’s essential to look beyond features and focus on real-world outcomes. Organizations that implement Arbortext experience measurable gains in both operational efficiency and content accuracy. By automating manual processes like formatting, layout, and publication, teams spend less time on repetitive tasks and more time on high-value content creation. This leads to faster documentation cycles and reduced time-to-market for products.

    Dynamic publishing ensures that information is consistent across all deliverables, minimizing the risk of errors or outdated content reaching end users. Technical writers can generate multilingual, multi-format documents in a fraction of the time it would take using traditional tools, and updates can be made globally with just a few clicks.

    Ultimately, Arbortext isn’t just about creating content—it’s about transforming how content is managed, updated, and delivered throughout the organization. These efficiency and accuracy gains drive real business value, making a strong, results-based case for integrating Arbortext into your enterprise content strategy.

    Making the Case for Arbortext

    In an era where information accuracy and speed are critical, arguing for Arbortext becomes a matter of strategic importance. 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. By transitioning to dynamic publishing with PTC Arbortext, organizations can overcome the limitations of traditional documentation methods, ensuring that their technical content is accurate, consistent, and delivered efficiently across all platforms.

      Most organizations recognize the importance of a ‘speedy response’ to a quality issue or a customer complaint.

      In fact, faster service response time has been named as a top priority for many service lifecycle management efforts. The significant demand for manufacturers and service organizations to resolve customer issues promptly, and to quickly mitigate any product quality issues has become a challenge.

      How do you overcome this challenge and implement a solution? The equation involves equipping service technicians and customer facing roles with the right information at the right time, along with aligning parts/inventory and service personnel.

      For example, let’s look at a very realistic situation.

      Imagine your dryer machine breaks down. You call the manufacturer and learn you have to wait three days for a service visit. Depending on your patience (and laundry needing to be done) this could be the beginning of a very unpleasant customer experience.

      But what if that same manufacturer was able to pull up your model, and already knew they had visited you a year ago with a similar issue. How might your experience be impacted if they were to tell you there was a 90 percent first-time fix rate for your specific dryer and a technician would be able to show up with the specific parts needed to fix your issue?

      This is the type of service that customers want and are starting to expect.

      It is easy to see how putting the right information in a service technicians’ hands at the right time is so important.

      Service technicians want to be able to see service information and technical service bulletins. They want to see information on the job and have access to just in time training. They have a desire for formal training, tech assist helpdesks and hotlines, and safety instructions.

      So how do we enable and empower technicians to optimize service experiences and exceed customer expectations?

      Here are some of the best practices that we have gathered:

      1. 1. Provide access to technical/service parts information when technicians need it
      2. 2. Make that information easy to search
      3. 3. Supply accurate product and configuration information including all parts and service history
      4. 4. Enable easy ways of ordering parts
      5. 5. Offer just in time training/help

      ‘Smart’ service management is your key to success.

      Your service information needs to be managed at a network level. This ensures that all your players in the service web have access to the right information, at the moment they need it.

      Adding a modern layer of accessibility to your information is a critical part of ensuring your service network can operate efficiently and effectively.  This is what will help you drive positive customer experiences throughout your product lifecycle.

      We offer the technology solutions and technical expertise to make real-time service information delivery a reality. Contact us to learn more about our Product Development Information Services group, PTC’s Arbortext and Service Lifecycle Management technologies, and the PLM solutions that can effectively link together your product data and service part information.

      The Internet of Things (IoT) is transforming the way companies design, manufacture, and service their products and manufacturing floors. ‘Service’ is one of the most notable areas to be impacted by this wave of technology and connected devices. Monitoring assets in the field and on the shop floor gives service technicians access to usage, error, and predictive analytics prior to a repair. As companies continue to adopt the IoT, more organizations are satisfying the prerequisites to easily deploy augmented reality for service.

      With the convergence of the digital and physical worlds, manufacturers are using augmented reality as a tool to help improve their service capabilities. Augmented Reality (AR) can deliver the right information at the very moment that it’s needed on the manufacturing floor so that field service technicians and other factory workers can reduce errors, enhance efficiencies, and improve productivity. AR also allows for content to be presented in arguably the most contextual way possible. When accurate information is presented over real-world devices there is little room for error and misunderstanding.

      If field service technicians aren’t available to be on-site for a critical situation, then technicians can remotely assist customers with the help of AR. Customers will be able to observe service manuals with interactive 3D animations to disassemble components or work on equipment with which they’re unfamiliar with. If the users need further help, then the experienced field service technician can walk users through instructions while steaming the user’s device view in real time.

      Augmented Reality Barriers to Entry

      Your service and parts information have to be accurate and up-to-date in order to fully benefit from an augmented reality investment. Making sure your organization has a reliable Service Lifecycle Management system in place is the first step to digital transformation. Without accurate information on parts and equipment, field service technicians could replace the wrong part or be confronted with an outdated, undocumented design.

      In order to be labeled a “smart connected enterprise,” a company should have a strategy to connect all of their assets and data; this includes technical publications. Connected technical illustrations have the power to show the current status for every part and piece of equipment. For example, if a mechanic could see a 3D representation of a vehicle’s carburetor and view critical metrics it would help them understand the potential for repairs or future failure.

      Your organization needs to be IoT ready – meaning that there needs to be a strategy in place to input sensors on products and equipment. The Internet of Things allows products and assets to send alerts to a maintenance system that assigns a field service technician to perform a repair. Without the sensors that relay information about the status of those parts, and accurate 3D representations, augmented reality devices would be useless because there would be no relevant or up-to-date information to leverage in the field.

      The IoT and Augmented Reality are transforming service and enhancing the field service process. Check out EAC’s solutions to see how you can start using AR today.

      Having more technical illustrations than information is beneficial in many ways—and the solution to do so is easier than you think.

      Here’s why you should be using more technical illustrations and the best way to create them.

      Technical Illustrations are Easy to Understand

      We all know the saying “ a picture paints a thousand words”—and in this case, it’s more than true.

      It’s much easier to interpret a picture than to understand and read through lots of text. Using illustrations in tech pubs, user manuals, and service manuals reduce user errors.

      Illustrations Take Away the Need for Text

      Have you ever bought anything from Ikea? Sure you have! They sell their flat pack furniture all over the globe using the same manuals. That is the power of illustrations. You can drastically reduce the amount of text that is needed by producing illustrations.

      Using Technical Illustrations Reduces the Need for Translation

      With less text that is needed or used, you can reduce your translation costs.

      So Why Doesn’t Everyone Use Illustrations?

      The traditional process to create illustrations is time-consuming and can be froth with problems.

      Let me illustrate it for you.

      Odds are if you are using the traditional illustration process, your technical illustrators most likely work with engineers to get snapshots of CAD information to use in illustrations.

      These snapshots are usually static because they are captured at only a moment in time, usually near the end of the product development process.

      Because the illustrations are static, they are not always easy to interpret. This means the text is still required to properly convey the information.

      If your snapshots were taken at the end of the product development process because there was ‘ less likelihood of the product changing’ – you could be delaying your shipment process.

      Often a product cannot ship until the technical information that is associated with it is ready to ship with the product.

      Now consider all the back and forth communication between both the engineering department and the illustration group.

      Traditional illustrations are difficult to keep up to date. Commonly the illustrator needs to go back to the engineer for updates every time there is a change to the product.

      If at any time there is a miscommunication, your illustrations could easily become inaccurate; exposing your organization to the risk of unsatisfied customers, frustrated field technicians, and the possibility of lawsuits.

      It’s easy to see why the traditional methods to create illustrations are downright time consuming and prone to error.

      So How Can You Make Technical Illustrations Easily?

      The answer is Creo Illustrate.

      Creo Illustrate leverages CAD data to create illustrations that, depending on your PDM/PLM setup, maintain an associative link to the original CAD data.

      This means any changes you make with your CAD data can automatically update all your illustrations and possibly your publications.

      With Creo Illustrate you have the ability to start creating illustrations early on in the product development process, with a guarantee that your illustrations are always kept up-to-date. Start developing product documentation during the product development process instead of after the product development process.

      See Creo Illustrate in action! Watch this short video.

      Service organizations typically receive recurring revenue, less fixed capital, and higher margins than strictly product-centric businesses. Aftermarket services now account for almost 24% of manufacturers’ total revenue and 40% to 80% of their total profits (Pollack, B., PTC Video: Transforming Your Service Organization with SLM (part 3 of 3)). When executed properly, after-sales service and support can provide increased revenue and invaluable customer satisfaction and loyalty.

      Customer relationships are both a huge benefit and a huge risk.  Companies without a comprehensive plan to ensure high customer satisfaction often jeopardize customer relationships and risk affecting their company brand. Businesses often suffer when they overlook their role in service performance. Why focus solely on putting your product into the hands of customers? Why not also focus on service, and manage the performance of your products to ensure high customer satisfaction?

      Customer Satisfaction Matters

      Consumers who are willing to pay a premium for a product are looking for a company that provides the best value. If your company cannot deliver the value that your customer is willing to pay for, then you are going to disappoint that customer.

      To build and maintain high customer satisfaction, companies need to look beyond traditional approaches.  It is no longer sufficient to provide good customer service by staffing a call center for customer support.  Customers need more than a call center or email.  They need their product to provide that expected value and perform well.  Businesses need to figure out how to deliver that value, maintain high product performance, and keep a happy customer.

      Service as the Main Course

      Viewing service as an extension of the product can help companies deliver added value and improve customer satisfaction. So what, then, is the hesitation that executives face when delivering service as a strategy in their organization?

      Making strategic decisions can be challenging when confronted with numerous variables. Employing an effective service strategy can be especially challenging when organizations are divided into separate silos, with each department concerned only with its own objectives but missing the main objective: the customer.

      To execute a service strategy well, companies must look to transform their current approach to service. They must optimize service performance and service functions across all departments and ensure everyone is working collaboratively to deliver a unified service experience that joins parts, product and service information, remote service, and predictive analytics that maximizes the product value to each customer.

      Service Lifecycle Management (SLM) is the solution to a service transformation within an organization. SLM provides a platform to deliver on-demand parts, accurate and relevant product and service information, global remote service, and predictive analytics for maximum product performance.

      The Right-Sized Service Lifecycle Management Solutions

      Service excellence prepares your organization for years of satisfied customers and service related revenue streams. Don’t miss out on revenue opportunities and the chance to provide your company with a competitive advantage. Apply service as a strategy within your organization.

      We have an entire team that is dedicated to helping you manage service life cycle.

      A customer purchased your product. Is that the end of your relationship or the beginning?

      To stay competitive and keep customers satisfied, companies are finding they need to provide more value. Instead of treating a product sale as end point with a customer, successful companies are thinking about how to provide value to customers as their product is used, for as long as it is used, to maximize the value and relationship with the customer.

      Service Lifecycle Management (SLM) is a way of managing the lifecycle of a product, as it is used by the customer, to maximize the value of that product. SLM gives companies a competitive advantage by perpetuating the relationship with a customer and creating value over the lifetime of the customer’s products.

      SLM gives companies new ways to add value for products, such as:

      • optimizing performance with smart connected products
      • minimizing downtime with predictive analytics
      • provide access to accurate and relevant documentation, illustrations, and part lists
      • improving service response time and first-time fix rates
      • optimizing service parts availability and pricing
      • paying for product performance with product-as-a-service (PaaS) models

      What is a Service Life Cycle Management (SLM) solution?

      An SLM solution helps organizations deliver new value to customers by leveraging embedded software and connected systems to manage the events and performance of product being used by a customer.

      Typically SLM solutions add value by reusing existing engineering and CAD data, automating accurate service and parts documentation and illustration, connecting to smart products in the field, predicting product service events and failures, and optimizing service and parts operations.

      With the additional opportunity created through an SLM solution, companies gain greater insight into how products perform with customers, when products need service, and how to best service products.

      How to profit from Service Life Cycle Management software

      Engaging with customers beyond the point of sale opens up new opportunities for companies to provide value, and this value can be monetized into new revenue streams. Moreover, existing parts and services operations can be shifted from a cost center to a profit center by leveraging SLM and maximizing efficiency.

      Smart connected products give companies new ways to provide valuable features to customers, who may opt to pay more for these benefits over non-connected products. High brand affinity is often attributed to products with accurate and relevant product and service information, which can be created efficiently and automatically. Companies can reduce service and parts costs through service optimization, and capture new revenue opportunities created by product value though PaaS offerings.

      Should service companies be using PLM and SLM together?

      Product Lifecycle Management (PLM) is typically used to manage all stages of product development with a specific focus on engineering and product revision. PLM often helps manage a cycle of continuous improvement, whereby products are created and sold, then improved to be created and sold again. Service Lifecycle Management extends this cycle, by information about the product journey after its sale and during which a product is used by a customer.

      Before SLM software existed, companies had to focus on operational efficiencies and service management as separate entities from the rest of their business. Companies can finally approach service operations as a means of collaboration between product development from PLM and product performance from SLM. Implementing PLM and SLM solutions together gives companies the power to have a complete process in how a product is made and how it is used by a customer.

      Which SLM software solutions does EAC provide?

      EAC Product Development Solutions has many Service Lifecycle Management solutions depending on your company’s needs. We would be happy to help you find the right-sized solution for your team. Reach out to our Director of Information Services, Mike Simon, or browse our website for more information.

      Creo Illustrate

      Creo Illustrate simplifies your 2D and 3D illustrations by creating them from CAD data, and it provides a wealth of features including: art styling, BOM management, illustrated parts lists, callouts, service procedures, and 3D animations.

      Arbortext Editor / Styler

      Arbortext Editor / Styler helps your authors create structured content and technical publications used for service procedures, illustrated parts lists, operator and service manuals, work instructions, help and training, and other technical publications based on XML standards such as DITA, S1000D, and DocBook.

      Windchill Service Information Manager

      Windchill Service Information Manager allows you to organize and manage service content, reuse common content, managing content translation to multiple languages, and create automated technical publications.

      Windchill Service Parts

      Windchill Service Parts allows you to build service bills of material and spare parts for every product configuration and enables the automated delivery of illustrated parts lists throughout the product lifecycle.

      Arbortext Publishing Engine

      Arbortext Publishing Engine powerfully and intelligently publishes accurate and relevant product and service information to a variety of formats including PDF, HTML, and EPUB, and can be scripted and extended to publish to other formats and systems.

      Arbortext Content Delivery (formerly Windchill InService)

      Arbortext Content Delivery (formerly Windchill InService) provides service teams, dealers, distributors, and customers a parts and service portal with accurate and timely product and service information in both online and offline formats. Users have access to product information and parts illustrations to help them with service procedures and order parts.

      Vuforia Studio

      Vuforia Studio allows you to easily create engaging AR experiences by leverage existing 3D content and connected product performance analytics, and deploy those experiences to those engaged with your connected product.

      ThingWorx

      ThingWorx is an industrial internet of things (IIoT) platform that allows you to build smart connected products and interact with those products with smart connected operations. Connected service with ThingWorx allows you to connect and observe product performance, enable predictive analytics, and assess service needs for optimizing product performance and first-time fix rates.