Developing complex products in CAD (computer-aided design) with a distributed team can be a challenging task. However, with Creo Parametric’s Advanced Assembly Extension [AAX], managing distributed development becomes a seamless process even on a global scale.

This powerful extension facilitates and automates the exploration of product assembly variations and adds intelligence to your CAD design assembly so it reacts correctly in any situation.

Clearly Defining and Communicating Complex Design Intent

To kickstart any complex design project within CAD, it is vital to have a clearly defined source of design intent. This serves as the backbone of the development process and enables smooth collaboration among team members.

Furthermore, Creo Parametric AAX has tools for creating and managing space claims, assembly interfaces, and location points. These features help define design intent and make sharing information easy. With a clear and structured design intent, it becomes much easier for team members to understand their tasks and contribute effectively.

Distribution and Communication of Design Intent

Once the design intent is defined, the next crucial step is to distribute and communicate this intent to team members efficiently. Creo Parametric AAX allows team members to focus on their relevant tasks by providing options to copy relevant geometry or use published geometry in their subsystem. This ensures that each team member can work on what’s relevant to their task without any confusion or delays.

Controlling Inter-Dependencies

Intelligent inter-dependency management within a complex product design is essential to ensure flexibility and adaptability. Advanced Assembly offers powerful tools to create and track desired interdependencies, preventing the creation of unwanted relationships that can hinder design flexibility.

By allowing users to control inter-dependencies effectively, teams can confidently make changes and reuse design components while maintaining the integrity of the complex product.

Leave No Rock Unturned with Complex Designs

The path to innovation often involves exploring multiple iterations and variations of a design. This Creo extension empowers designers to leave no stone unturned by offering efficient tools to create and manage assembly variations.

Families of Assembly Designs

Creating new assemblies for minor variations or component substitutions can be time-consuming and unnecessary. Creo Parametric AAX simplifies this process by allowing designers to define variations in assembly dimensions or switch out components without the need for separate assemblies.

By identifying what differs from the original design, designers can switch family instances of component family tables or subassembly family tables effortlessly, with automation taking care of the rest.

Interchange Parts and Assemblies

The ability to interchange functionally equivalent components is a valuable feature when exploring design variations. This CAD extension enables designers to relate independent components, making it easy to switch them within an assembly. Additionally, simplified exchange members can be substituted into a design to streamline the display while retaining accurate mass property information.

Raising the IQ of your Complex Design

Dealing with constant change is a fundamental aspect of design. Creo Parametric AAX allows designers to enhance their complex models with intelligent logic, automating component sizing based on calculations or user input.

This intelligence extends to switching out components or subassemblies automatically for Family Table or Interchange instances when specific conditions are met. By raising the IQ of your design, you can navigate design changes faster and more efficiently.

How to Put it Together or Take it Apart

Ensuring smooth communication of assembly procedures is crucial for efficient manufacturing and engineering processes. This extension for complex designs offers intuitive process planning functionality to disseminate process information effectively throughout the organization.

Easily Create Assembly Process Sequences

With user-friendly tools, users can define assembly processes step by step. With intuitive drag-and-drop techniques, exploded views, and jogged explode offset lines, AAX provides a clear and accurate representation of each process step, making it easy for all stakeholders to understand the assembly process.

Create Alternate Bills of Materials (BOMs)

Creo Parametric AAX empowers users to create alternative BOMs that reflect specific assembly stages or grouping of design components based on the assembly process. These alternative BOMs, such as manufactured BOMs or fabrication BOMs, enable clear communication of the assembly process and facilitate efficient manufacturing operations.

Creo Parametric Advanced Assembly Extension [AAX] offers a comprehensive suite of tools and functionalities to manage the distributed development of complex designs.

From clearly defining and communicating design intent to exploring design variations and enhancing design intelligence, AAX ensures that no aspect of the design process goes untouched. By leveraging this extension, design teams can collaborate effectively, respond to changes efficiently, and create flexible and reusable complex products

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.

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.

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.