complex CAD model breakdown

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.

top level assembly

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.

skeleton model and the main frame of the mower.

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

Product Lifecycle Management Apps Image

If you’re wondering how to get effective and long-term PTC Windchill Support, look no further.

We partner with PTC and are a Top Solution Provider because our experts truly believe PTC products are the best in the industry for the Digital Thread and improving the complete product development process. Our company would like to address some of the pain points you may experience while using your Windchill PLM platform. As well as inform you about the steps we are taking to enhance your overall user experience and boost efficiency across your enterprise.

As with any complex software system, there can be a number of frustrations that users may experience when working with Windchill. Here are some common Windchill complaints that we hear in the industry:

  1. Complex User Interface especially for infrequent users
  2. Cumbersome Navigation
  3. Slow Performance & Speed
  4. Customization Limitations
  5. Limited Task Support & Access for departments outside of Engineering
  6. Lack of Workflow Synergy between multiple departments

Overall, these frustrations can make it difficult for users to work efficiently and effectively with Windchill. Read on to learn how our EAC Productivity Apps provide Windchill support for all users and make your PLM system and ThingWorx Navigate work FOR you, not against you.

Windchill Support: User Interface

We understand that the complexity of the PTC Windchill user interface can sometimes be overwhelming. Windchill’s user interface can often be cluttered and difficult to navigate. The system has a lot of options and features based on how complex an integrated product database must be. In response to this feedback, we created EAC Productivity Apps.

Our goal is to simplify and streamline the interface, making it more intuitive and user-friendly across teams and departments while keeping security high. By reducing clutter and improving navigation according to different job titles and roles, we aim to enhance your productivity and reduce the learning curve.

Quick Search App

For example, the Quick Search App provides a simplified way for users to enter a number or attribute into a single search bar to find the data results within the context of their job role. This removes the need for users to apply an understanding of how Windchill objects are related and eliminates unwanted, irrelevant data for the task at hand.

Report Viewer App

Our Report Viewer app gives individuals outside the engineering department the ability to view and run Windchill reports with ease. Within the Report Viewer app, you can easily:

  • Run pre-configured reports and saved reports
  • Save new reports
  • Access pre-built report dashboards that utilize the Windchill search engine

Part Associations App

This app provides a “shortcut” for users (especially shop floor employees) to access critical CAD files and documentation, and it consolidates results onto a single screen. Quickly access drawings, parts, assemblies, and other documents associated with CAD and part data.

For users who are in Windchill every day, we strongly suggest seeking out adequate training and support as a first step towards solving some of these frustrations. Even the most seasoned users may find tips and tricks that can simplify their workflows on a day-to-day basis.

BoM Compare App

Pro Tip: Did you know that Windchill BoM comparisons exist in Windchill?

They do! Now with our BoM Compare App, this feature is easier to find and leverage. View a side-by-side comparison of two Windchill bills of materials and select which attributes to compare, all with the click of a button.

Streamline PTC Windchill Navigation

Easy navigation is a huge factor that plays into workflow productivity. Windchill has many menus, screens, and options, making it difficult for users to navigate the system and find the information they need. This can be especially frustrating for infrequent users who are not familiar with the system.

Our EAC Apps are purposefully designed with easier navigation in mind. Instead of constant mouse clicks and multiple new windows opening across your screens, our developers created an ideal workflow. And significantly reduces how long it takes for you to get the info you need based on your job role.

Another challenge we hear from Windchill users is how long it takes to search for and find the data they need. We acknowledge that searching and finding documentation in Windchill can take way too long and cause a lot of frustration. This is especially true for people who only need to go into Windchill once in a blue moon. EAC Apps gets users to the data or drawings they need in just a few mouse clicks.

Below is a timetable that compares the number of mouse clicks it takes in the standard Windchill interface (a user with Windchill experience and skill) versus how many it takes using our productivity apps with little to no training needed.

Support Windchill Performance and Speed

Windchill can be slow to load, especially when working with large amounts of data or performing complex operations. This can lead to delays and frustration for users who need to work quickly and efficiently.

Additionally, optimizing the platform’s performance with maintenance on the back end is critical to ensure smoother operation, faster response times, and improved overall stability.

As a start, we highly recommend checking out the infographic, “6 Ways to Check and Maintain Your Windchill System” to support a healthy Windchill environment.

If your Windchill system continuously crashes or freezes, there is a serious issue that needs attention. For additional help, our managed services team is dedicated to resolving these issues and providing you with a more efficient and seamless experience. Our managed services, EAC Alliance, takes the heavy lifting off of your system admins so they can focus on their core responsibilities.

Learn more about the EAC Alliance program for Windchill. In regards to system crashing or freezing, that does NOT have to be your “normal”. In fact, 99.5% of our Alliance customers see a 100% in Windchill uptime and over 99% in availability. And 100% of our customers say they experience a significant improvement in speed and performance.

For most apps, you don’t even have to log into Windchill at all to get the info you need quickly and securely whether you’re a finance team member in your home office, or a builder on the manufacturing shop floor using your phone or tablet.

Quick Access App

More specifically, the Quick Access App eliminates the need to go into Windchill at all. Shop floor personnel can submit a problem report, a change request, or a new variance directly within the app. The Quick Access app improves user adoption and streamlines access to critical data sets.

The Quick Access app enables team members to quickly view a product’s structure, supporting information, and digital content. It also facilitates rapid issue capture to ensure quality and speed time to market.

Help with Effective Windchill Customizations

Another pain point that has been highlighted is the limited flexibility for customization within PTC Windchill. We understand that different organizations have unique requirements, and we are committed to empowering you with the ability to tailor the platform to your specific needs.

We are actively working on expanding the customization options and offering more flexibility to adapt PTC Windchill to your workflows and processes. Each EAC App allows for ample customization based on what your team or department wants or needs! We’ll set you up for success.

The best part is, even if you upgrade your Windchill version, you don’t have to start over with custom code like you do with ThingWorx! Our apps help administrators maintain the user portal after ThingWorx Navigate upgrade releases.

Windchill Security and Task Support

Need to give Purchasers access to only specific assets? Our EAC Apps allow you to share critical data securely with those who need it based on particular permissions and settings.

Give your shop floor access to the latest drawings, and design changes with easy-to-find and digestible data without having to email busy engineering teams. By expanding access to users in multiple departments with just a few clicks supports your Windchill investment.

Task Management App

Meet the Task Management App. Task Management helps users complete multiple tasks within one window! Streamline your workflows, filter by team assignment, and finish your to-do list. This app will fuel your efficiency, user adoption, and time management.

The Task Management App was designed to enable stakeholders to review and act on assigned Windchill change tasks. It provides visibility into important open tasks and their status.

Additionally, we have a robust knowledge base, user mentoring, and tutorials to assist you in leveraging the full potential of PTC Windchill. Our training and mentoring team is always available to address your queries and provide timely assistance.

Support for Windchill Collaboration and Integration

Is your engineering team the only department accessing Windchill data? If so, your company is not maximizing your technology investment. Our experts stress the value of collaboration and integration with other tools and systems for seamless workflows and processes surrounding your current tools and technology environment.

Our intuitive role-based apps make it easy for stakeholders in other departments to get the data they need from Windchill in a matter of seconds – instead of constantly having to ask the engineering team for answers!

Each app can be tailored to a specific role in your organization. Plus our PLM Apps integrate with any 3rd party system and expand Windchill’s integration capabilities, allowing you to connect with a broader range of applications and enabling smoother collaboration across different teams and departments.

Windchill Support for BoM Reports

For example, a healthy manufacturing BoM report requires input from multiple departments including design, procurement, manufacturing, and sales, and even more stakeholders need access.

The BoM Reports App allows all departments across the enterprise to accurately see the BoM data they need in real-time in the context of their job role. Within the app, you can view lists of unreleased products, created or modified parts in real-time (Cheers to supporting the digital thread strategy!)

Windchill Support for Change Management

Furthermore, Change Management is a core operational asset that can make or break processes across the enterprise. Our Change Management App aims to automate the critical flow and hand-off of information between teams and departments.

Enable excellent project management with an app that provides graphical views of problem reports, change requests, change reports, change variances, promotion requests, and more. This app is highly customizable based on the department and role of each user for maximum efficiency.

Bonus PTC Windchill Support: Implementation & Upgrades

Without experts who have the adequate time and capacity to do so (it’s seriously a full-time job), Windchill may not always be implemented properly in a timely fashion. This leads to data inconsistencies and errors. Errors that almost all manufacturers just can’t afford to be making.

The right approach matters, especially with PLM. To mitigate risk and save your IT team from a heavy burden, check out our service offerings for advanced Windchill support including Windchill implementations, upgrades, installs, and migrations.

Why Windchill is Still Critical for Success

Your feedback and input have been invaluable in shaping the direction of our efforts to improve your experiences with the complex yet powerhouse that is Windchill. We want to assure you that we are committed to continuously enhancing the platform with EAC Apps to serve your needs better and exceed your expectations.

The amount of power and robust capabilities of Windchill is the best investment a company can make on its digital transformation journey and implementing the digital thread. Connecting your data is critical. Finding and accessing your data with user-friendly PLM apps expands Windchill usage and amplifies your Windchill investment.

EAC Apps is the practical solution for PTC Windchill support by increasing Windchill usage and user satisfaction across the enterprise.

If you have any further pain points or suggestions, we would love to hear from you. Your insights are vital in driving our ongoing improvements.

Discover more info in the EAC Apps Brochure or check out the webinar replay.

P.S. Did you hear? We released the latest version of EAC Apps 3.3.0! Check out the Compatibility Matrix and Release Notes here.

EAC Productivity Apps Blog Graphic

 

I’m sure at least once in your life you’ve heard the saying, ‘Work smarter, not harder.’ But what a cliche, right?! Well, for those of you managing your Bill of Materials (BOMs) in Excel, it’s time to step away from the cell block prison (pun intended).

In this article, we’re going to break down what it actually means to revitalize your BOM strategy with the Digital Thread to start seeing the results you want.

 

What Is The Digital Thread?

 

First of all, let’s start with the basics. The Digital Thread is a term used to describe the seamless flow of information throughout the manufacturing process. From design and engineering to production and after-sales support. It provides a way to connect all the data and information generated at different stages and from systems of the product lifecycle.

 

Generally, the Digital Thread provides value by enabling better visibility and control of any processes that require or produce product data. It enables manufacturers to collaborate more effectively, automate and optimize workflows, and quickly respond to changes. All while adjusting quickly to customer needs. 

 

Bill of Materials (BOM)

 

Next, let’s break down the concept of a Bill of Materials. A complete Bill of Materials (BoM) list usually contains all of the parts and components needed to create or manufacture an end product. You might think of a BoM as a recipe ingredient list. The information about each part can include details such as part names, part numbers, quantity required, and cost per unit. Not to mention, BoMs contain other relevant part details such as material type, color, or size if applicable; supplier information; serial numbers, etc.

By consolidating and organizing all the pertinent information product information, the BoM becomes a centralized resource. A critical resource that facilitates the manufacturing processes of specified products.

 

Ultimately, the goal of the BoM is to help track inventory and verify missing parts during assembly. Equally as important, BoMs are critical to support a healthy supply chain, as well as help with purchasing decisions and more.

 

The Digital Thread and Bill of Materials Working Together

 

Balancing a plethora of product information – it’s no surprise, the best BoM management strategy used within the industry does not leverage solely Microsoft Excel. Nor does it rely upon one Enterprise resource planning (ERP) system. Instead it works to unite data from multiple systems into a single source of truth. 

 

Sounds great doesn’t it? But, if you’re like most – your product data lives all over the place in different systems from different departments. This situation tends to create data siloes resulting in time-consuming manual tasks using outdated operational processes. Generally, these are some of the biggest problems that inhibit manufacturers from achieving their business initiatives. 

 

Oftentimes, during our EAC Assessments, we hear multiple teams across the enterprise and different management levels are frustrated by broken processes. In short, there is a lack of key information employees need to do their jobs right, at the time they need it most.

 

Meanwhile, the digital thread uses advanced technology (such as product lifecycle management systems as well as the Internet of Things) to connect critical disparate processes. This, in turn, helps minimize manual tasks, and breaks down data siloes. Implementing the digital thread to your BoM strategy creates a major impact for all stakeholders involved. For instance, design teams, engineers, manufacturing, assembly, operations, finance, purchasing, and even marketing. 

 

How The Digital Thread Supports Engineering

 

Furthermore, the Digital Thread plays a crucial role in supporting engineering and bill of materials (BOM) management by providing seamless connectivity and accessibility to relevant data throughout the product lifecycle. Here’s how the digital thread benefits these areas:

 

1. Engineering Collaboration

Firstly, the digital thread allows engineers to collaborate effectively by providing a centralized platform for sharing and accessing engineering data. This facilitates cross-functional collaboration, enables real-time communication, and reduces errors or miscommunications during the design and development process.

 

2. Design Consistency

Secondly, the digital thread ensures design consistency by maintaining a single source of truth for engineering data. Changes made in the design phase are automatically propagated throughout the digital thread, ensuring that all related documents, models, and specifications remain synchronized.

 

3. BOM Accuracy and Visibility

The digital thread integrates BOM management, configuration management, and BoM transformation capabilities. This enables accurate and up-to-date BOMs, as the data will automatically reflect changes. Additionally, it provides real-time visibility into the BoM status, including component availability, sourcing information, and cost implications.

 

4. Change Management

Next, the digital thread streamlines change management processes. By automating change notifications, approvals, and tracking. Essentially, it ensures that engineering changes are effectively communicated, documented, and implemented across the relevant stages of the product lifecycle, minimizing errors and delays.

 

5. Manufacturing Process Optimization

By connecting engineering data with manufacturing process management, the digital thread enables better coordination and optimization of production processes. By in large, system and data integration allows for improved manufacturing planning, efficient resource allocation, and reduced lead times.

 

6. Enhanced Visualization and Analysis

Another example includes leveraging augmented reality (AR) design sharing to provide visual representations of designs. In detail, enabling stakeholders to view and analyze products in a virtual environment. It’s recommended to use AR to enhance design reviews, simplify communication, and facilitate better decision-making.

 

Overall, the digital thread improves engineering and BoM management. Markedly, by streamlining processes, enhancing collaboration, ensuring data consistency, and providing visibility across the product lifecycle. It promotes efficiency, accuracy, and agility in engineering and BoM-related activities. Leading to improved product quality and faster time to market in the long run.

 

How A Digital Thread BoM Strategy Streamlines Manufacturing

 

Simultaneously, the digital thread plays a significant role in enhancing the bill of materials (BoM) management for manufacturing, assembly, and quality control processes. In sum, here’s how the digital thread benefits these areas:

 

1. Manufacturing and Assembly Planning

The digital thread enables seamless integration between the BoM and manufacturing planning systems. It provides real-time visibility into the BoM, ensuring accurate and up-to-date information for manufacturing and assembly operations. This allows for efficient production planning, optimized resource allocation, and improved scheduling in all.

 

2. Supply Chain Integration

By connecting the BoM with supply chain management systems, the digital thread enhances supply chain visibility and collaboration. It enables better coordination with suppliers, accurate tracking of component availability, and improved procurement processes. As a result, it minimizes the risk of production delays and ensures timely delivery of materials.

 

3. Work Instructions and Assembly Guidance

Thirdly, the digital thread facilitates the creation and dissemination of detailed work instructions and assembly guidance based on the BoM data. This ensures that assembly operators have access to accurate and step-by-step instructions, reducing errors and improving productivity on the shop floor.

 

4. Quality Control and Traceability

The digital thread enables better quality control and traceability throughout the manufacturing process. By integrating the BoM with quality management systems, it ensures that quality requirements and specifications are adhered to during production. It also enables traceability of components and materials, making it easier to identify and address any quality issues or recalls.

 

5. Continuous Improvement and Feedback Loop

Additionally, the digital thread supports continuous improvement initiatives by capturing data and feedback from manufacturing and quality control processes. It enables the analysis of production data, identifies areas for improvement, and facilitates data-driven decision-making to enhance manufacturing efficiency and product quality.

 

6. Post-Market Monitoring

Finally, the digital thread extends beyond the manufacturing phase to support post-market monitoring and quality assurance. Integrating BoM data with field service management systems and customer feedback enables organizations to identify and address product issues, initiate product improvements, and provide timely support and maintenance.

 

All in all, the digital thread enhances BoM management for manufacturing and assembly processes by ensuring accurate and up-to-date information, facilitating supply chain integration, enabling effective work instructions, improving quality control, supporting continuous improvement efforts, and enabling post-market monitoring. Concurrently, it streamlines operations, improves product quality, and enhances customer satisfaction.

 

The Polaris Story

 

Polaris utilized PTC Windchill, an advanced product lifecycle management system, to transform their Bill of Materials into a reliable new business model backbone. As a result, it allowed them to create a connected enterprise.

 

Windchill PLM combines the digital thread framework with a maximized BoM and change management strategy. This powerful product lifecycle management platform organizes all information associated with the development of its products, allowing every stakeholder to access the latest up-to-date information in a dynamic format.

 

Once it was clear to Polaris that they had outgrown certain tools and processes, they coordinated and synchronized a digital thread of data throughout the enterprise by leveraging PTC Windchill.

 

As of today, Polaris’ Windchill PLM system enables them to manage and organize the bill of materials (BoM) and implemented configuration management practices. This helped transform their BoMs as needed, effectively managing changes, overseeing manufacturing processes, and utilizing augmented reality (AR) design-sharing capabilities.

 

By orchestrating these elements, the digital thread ensured seamless connectivity and flow of information across different stages and departments within Polaris. This enabled improved collaboration, streamlined workflows, effective change control, and enhanced manufacturing processes. On top of giving the ability to share and visualize designs using AR technology.

 

Read the Polaris BoM Digital Thread Case Study

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.

The Phased Approach

Our phased approach usually goes something like this:

  • Phase 1: Document Control
  • Phase 2: Your Choice (often this is Change Management or WT Parts, depending upon what is most important to your organization)
  • Phase 3: Quality Management

First thing’s first – prioritize getting your data under control.

Start with your engineering data management. The check-in, check-out version control. Then when you’re comfortable with that, Change Management or WT Parts can be introduced as a viable next step.

Let’s not forget the costs associated with all these options. There are hard costs with respect to the implementation plan you decided on, along with any associated trainings or workshops you deemed necessary.

The end goal: a complete Product Lifecycle Management system that creates and enables a ‘digital thread’,  ‘digital continuity’, ‘digital transformation’ (whatever you want to call it), throughout your entire organization.

Let’s talk about how you get there.

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.