In today’s world of fast-paced product innovation and growing regulatory demands, product development teams need a robust and integrated way to manage the entire lifecycle of complex systems. That’s where Codebeamer, a powerful Application Lifecycle Management (ALM) solution by PTC, comes into play. If you’re looking for a way to unify teams, streamline compliance, and deliver high-quality products faster, Codebeamer might be your answer.

Let’s explore what is PTC Codebeamer, how it helps organizations in regulated industries, and why it stands out as a next-generation ALM tool.

What is Codebeamer?

PTC Codebeamer is a modern, cloud-ready ALM platform designed to support complex product and software development processes. It provides end-to-end traceability, collaborative workflows, and built-in support for compliance management.

From requirements capture and risk management to testing and quality assurance, Codebeamer consolidates every step of the development lifecycle into a single platform. It enables teams to collaborate in real-time while maintaining full traceability and regulatory alignment.

Why Codebeamer Was Built: Solving Modern ALM Challenges

The development of Codebeamer was driven by a growing need in the industry for a more cohesive, scalable, and compliance-oriented approach to ALM. As products become increasingly complex and interdisciplinary, and as regulatory scrutiny intensifies across industries, traditional methods and legacy tools can’t keep up. Development teams need solutions that not only track progress but actively facilitate collaboration, traceability, and quality.

Legacy ALM tools and document-based processes often fall short in today’s environment of continuous innovation and regulatory pressure. Teams struggle with:

Codebeamer was purpose-built to eliminate these issues. By connecting stakeholders across the development lifecycle, it fosters collaboration and ensures that quality, safety, and compliance are built into every step. Its integrated and modern architecture helps reduce risk, streamline documentation, and improve overall product development agility.

Key Features of Codebeamer

In a complex product development environment, teams need more than just a basic task tracker or document repository. They need a solution that brings structure, consistency, and traceability to every phase of development. Codebeamer delivers this with a rich suite of integrated features tailored to meet the needs of highly regulated industries and cross-functional engineering teams. From capturing requirements to automating compliance tasks, Codebeamer equips teams with the tools they need to work efficiently and deliver with confidence.

Requirements Management

Capture, analyze, and manage requirements in real-time. Codebeamer offers traceable requirement hierarchies and collaborative tools to ensure every stakeholder is aligned.

Risk Management

Integrated risk management tools help teams conduct FMEA, hazard analysis, and implement mitigation plans. Built-in support for ISO 14971 and other standards makes it ideal for regulated industries.

Test Management

Manage both manual and automated testing from a unified dashboard. Track test coverage, link tests to requirements, and generate audit-ready reports.

Compliance Automation

With templates and frameworks for ISO 13485, IEC 62304, ASPICE, and FDA requirements, Codebeamer automates much of the documentation and validation process.

Workflow Automation & Collaboration

Build custom workflows to streamline development, reviews, and approvals. With role-based access, teams can collaborate securely across global locations.

Codebeamer in Regulated Industries

Codebeamer plays a crucial role in helping highly regulated industries stay compliant, efficient, and innovative. These sectors face strict guidelines, frequent audits, and intense pressure to ensure product quality and safety. Codebeamer is designed to simplify compliance while improving traceability and development agility. With its built-in support for global standards and frameworks, it enables companies to operate confidently within even the most complex regulatory landscapes.

Codebeamer shines in industries where compliance, quality, and traceability are non-negotiable:

Built-in templates and best practices help organizations pass audits faster and with fewer headaches. In an environment where missteps can be costly, Codebeamer offers peace of mind and a path toward continuous improvement.

PTC Codebeamer vs Legacy ALM Tools

Unlike legacy ALM systems or spreadsheets, Codebeamer provides real-time traceability and centralized data access. It replaces fragmented, error-prone processes with a single digital thread across the development cycle. This results in:

As product development becomes more complex and global, the need for modern, integrated ALM platforms becomes critical. Codebeamer gives teams the visibility, traceability, and automation they need to stay ahead of the curve.

Codebeamer Integration with PLM and DevOps

PTC Codebeamer integrates seamlessly with Windchill PLM, GitHub, Jenkins, Jira, and other DevOps tools. This helps teams link software development with hardware design and manage the entire product lifecycle under one roof.

The synergy between Codebeamer and PLM tools ensures better change control, faster releases, and fewer miscommunications.

Benefits of Using Codebeamer

When it comes to modern product development, having the right ALM tool can make all the difference. Codebeamer offers a comprehensive platform that improves productivity, enhances compliance, and promotes innovation across cross-functional teams. Its intuitive interface, real-time dashboards, and robust integrations help reduce overhead and eliminate bottlenecks.

For organizations working in high-stakes, highly regulated environments, these benefits can translate into:

Why Engineers and Quality Teams Are Adopting Codebeamer

Codebeamer provides engineering and QA teams with a flexible, scalable platform tailored to their unique challenges. Whether it’s tracing a bug back to a requirement or preparing for an FDA audit, Codebeamer simplifies the process. Its visual dashboards, process templates, and customizable workflows empower teams to focus on innovation instead of paperwork.

Frequently Asked Questions About PTC Codebeamer

When exploring application lifecycle management (ALM) solutions, decision-makers often seek clarity on what sets each platform apart, especially when it comes to managing complex, regulated, and connected product development. The following FAQs address the most common questions engineering leaders, IT managers, and executives ask when evaluating PTC Codebeamer. From its core functionality and compliance capabilities to its role in agile and hybrid development, these answers explain how Codebeamer supports digital transformation across the entire product lifecycle.

What is PTC Codebeamer and how does it work?

PTC Codebeamer is an application lifecycle management (ALM) platform that centralizes the management of requirements, risks, tests, and releases across the entire development lifecycle. It connects teams through digital traceability, ensuring all stakeholders—from engineering to quality—work from a shared, up-to-date source of truth. Codebeamer provides configurable workflows, templates, and integrations to align development with compliance and quality standards. This unified approach helps teams deliver safer, more reliable, and higher-quality products faster.

What is ALM (Application Lifecycle Management) and why do companies need it?

ALM, or Application Lifecycle Management, is the process of managing a product’s software lifecycle, from planning and design to development, testing, deployment, and maintenance. Companies need ALM to coordinate cross-functional teams, maintain traceability, and ensure consistent quality across evolving software systems. As products become more software-driven, ALM bridges engineering and IT disciplines, reducing risk and rework. With tools like Codebeamer, organizations can streamline collaboration and ensure that business, development, and compliance goals stay aligned.

How does Codebeamer differ from traditional PLM or project management tools?

Unlike PLM (Product Lifecycle Management) systems that focus primarily on mechanical and hardware product data, Codebeamer is purpose-built for managing software and systems development. It provides capabilities for requirements management, test management, and risk tracking, which traditional PLM and project tools often lack. While PLM manages “what is built,” ALM (and Codebeamer specifically) manages “how it’s built.” The two systems are complementary. When integrated, they deliver a seamless digital thread between design, engineering, and software delivery.

What are the key features of Codebeamer ALM?

Codebeamer includes end-to-end traceability, configurable workflows, integrated risk and test management, and advanced reporting dashboards. It offers requirements versioning, change control, compliance templates, and collaboration tools to improve transparency and quality throughout development. Built-in integrations connect to tools like Jira, GitHub, and PTC Windchill, creating a unified digital ecosystem. Together, these capabilities help organizations manage complexity while improving speed, visibility, and governance.

How does Codebeamer support requirements management?

Codebeamer provides a structured framework for capturing, organizing, and linking requirements with downstream development and testing activities. It ensures every requirement is traceable to its implementation and validation, helping teams maintain compliance and quality assurance. Version control and baselining features preserve a complete history of changes, reducing confusion and ensuring audit readiness. This makes Codebeamer a powerful solution for managing both simple and highly complex requirements workflows.

Who uses Codebeamer and what industries benefit from it?

Codebeamer is used across industries where product complexity, regulation, and safety are high priorities, such as medical devices, automotive, aerospace, defense, and industrial automation. It supports organizations that need to manage software-driven innovation while meeting strict quality and compliance standards. Engineering, quality assurance, and regulatory teams benefit most from its structured workflows and traceability. Companies building connected, high-tech, or safety-critical products find Codebeamer essential for managing lifecycle visibility.

Can small or mid-sized companies use Codebeamer, or is it just for large enterprises?

While Codebeamer is built to scale for large enterprises, it’s also an excellent fit for small-to-mid-sized organizations that want to mature their development processes. Its modular design and cloud deployment options allow companies to start small and expand as their needs evolve. PTC offers flexible licensing and implementation paths tailored to business size and industry. Even smaller teams gain enterprise-level control and visibility, without the overhead of a complex setup.

What are the core modules or capabilities of Codebeamer?

Codebeamer includes key modules for requirements management, risk and test management, change and configuration control, and reporting and analytics. Each module integrates seamlessly, ensuring a continuous digital thread from concept to release. Specialized templates and frameworks, such as ISO 26262 (automotive), IEC 62304 (medical), and DO-178C (aerospace), are built-in to streamline compliance. Together, these modules create a unified environment for managing all aspects of complex product development.

How does Codebeamer help manage complex product development and software delivery?

Codebeamer connects multiple disciplines – hardware, software, and systems engineering – into a single collaborative environment. It synchronizes development tasks, tests, and requirements to ensure teams stay aligned even in fast-paced, iterative projects. By automating traceability and approval workflows, it reduces errors and accelerates decision-making. The platform’s scalability and integrations make it ideal for managing highly complex, regulated, or geographically distributed development efforts.

What makes Codebeamer unique compared to other ALM tools?

Codebeamer stands out for its deep compliance support, end-to-end traceability, and configurable process templates designed for regulated industries. It’s one of the few ALM platforms that seamlessly connects with PTC’s ecosystem – including Windchill and ThingWorx – enabling a true digital thread across engineering and software domains. Its no-code workflow engine allows teams to tailor processes without development overhead. In short, Codebeamer offers the flexibility of an agile tool with the rigor of enterprise-grade compliance management.

Does Codebeamer support traceability across development, testing, and release?

Yes, traceability is one of Codebeamer’s strongest features. Every artifact – from requirements and risks to tests and releases -is linked, allowing teams to visualize dependencies and verify full coverage. Its Traceability Browser lets users drill down into upstream and downstream relationships to assess change impacts instantly. This level of visibility ensures nothing is missed and that regulatory documentation is always audit-ready.

How does Codebeamer help with audits and regulatory compliance (e.g., ISO, FDA, automotive)?

Codebeamer simplifies compliance by automating documentation and aligning workflows with key industry standards. It includes templates for ISO 26262 (automotive), IEC 62304 (medical), and FDA 21 CFR Part 11 (life sciences), among others. Teams can generate pre-configured audit trails and traceability reports on demand, saving time and reducing risk. Its built-in e-signatures, permissions, and validation workflows make it ideal for highly regulated environments.

How does Codebeamer support agile, DevOps, and hybrid development methodologies?

Codebeamer’s flexible architecture supports agile, waterfall, and hybrid methodologies, allowing teams to customize workflows to their preferred approach. It integrates seamlessly with DevOps tools such as Jenkins, GitLab, and Jira, creating continuous integration and delivery pipelines. Backlogs, sprints, and user stories can be managed alongside compliance and risk processes in one platform. This hybrid adaptability helps organizations modernize without abandoning established practices.

What reporting and analytics capabilities does Codebeamer provide?

Codebeamer offers configurable dashboards, KPIs, and reports to track progress, quality, and compliance metrics across projects. Real-time analytics visualize dependencies, bottlenecks, and change impacts, helping teams make data-driven decisions. Reports can be exported or shared automatically for audits, management reviews, or performance tracking. These insights improve transparency and promote continuous improvement across development teams.

Does Codebeamer support risk management and mitigation workflows?

Yes, Codebeamer includes built-in risk management modules that help identify, assess, and mitigate risks throughout the development lifecycle. Risks can be linked to requirements, tests, and controls, maintaining full traceability for compliance documentation. Configurable risk matrices and failure mode analyses (FMEA) ensure proactive decision-making. This structured approach reduces the chance of costly errors and strengthens product safety and reliability.

Is Codebeamer Right for You?

If your organization develops complex products, especially in regulated industries, PTC Codebeamer is an ALM platform worth considering. It delivers speed, compliance, and collaboration in a single solution, making it easier to innovate with confidence.

Want to see how Codebeamer can transform your development process? Register for our webinar, Codebeamer (ALM): Streamline Complex Product Development on August 20th.

Digital transformation has become a buzzword in recent years, and for good reason. Companies that embrace digital technologies are more likely to stay ahead of the curve, differentiate themselves in the marketplace, and meet the evolving needs of their customers.

The benefits of digital transformation can be far-reaching, from improved customer experience to cost savings and increased efficiency.

In this blog, we will explore the various benefits of digital transformation, and why it is essential for companies to embrace this trend in order to remain competitive in the digital age.

What is Digital Transformation?

Digital transformation is a term used to describe the process of transforming an organization’s business model and operations through the use of digital technologies. It’s important because it can help you stay ahead of your competition, improve customer experience and attract new customers.

Creating a Digital Transformation Roadmap

The first step to creating a digital transformation roadmap is to identify the scope of your transformation. What are you trying to achieve? What are the goals and objectives of your business? How will you measure success?

Once this has been determined, it’s time to set up a timeline for achieving those goals.

Once these steps have been completed, it’s time for action! You should now have a clear idea of what needs changing within your organization and how long it will take before those changes become visible.

Building a Digital Transformation Team

When you’re building your digital transformation team, it’s important to define roles and responsibilities. You’ll want to make sure that everyone understands their role in the process and what they are expected to do. For example, if someone is responsible for monitoring the performance of shop floor machines, they should know what the ideal OEE is of each machine, how they are going to collect that data, and how they are going to distribute it to enterprise decision makers.

It’s also important that you select team members who have complementary skillsets and experience levels. If one person has extensive knowledge of augmented reality while another knows nothing about it at all, this could lead to problems down the line when it comes time for them both to collaborate on projects together – and no one wants that!

Finally, creating a culture where collaboration happens naturally between team members will help ensure successful outcomes throughout your digital transformation project(s).

Developing a Digital Transformation Strategy

The first step to developing a digital transformation strategy is to define the scope of the project. What are you trying to accomplish? What are your objectives, and how will you measure success?

These questions can help guide your organization through its transformation journey by setting realistic goals for both short-term wins and long-term gains.

Once you’ve defined what needs changing, it’s time for step two: defining how those changes will happen. This involves creating an action plan that includes timelines for each phase of implementation as well as resources required for each stage (e.g., time from IT staff).

Some companies may choose to tackle multiple projects simultaneously; others might choose only one area at a time depending on their resources available in terms of money/manpower/etcetera).

EAC Assessments help companies answer all those questions and how to get where they want to be.

Adapting and Adjusting the Plan

As you progress through your digital transformation, there will be changes in the market that you need to respond to.

If a competitor introduces a new product or service, or if something happens in the industry at large, it may change how you approach your own strategy.

You might also find that your goals and objectives have changed since they were first set out; perhaps there’s been an increase in customer demand for something specific that wasn’t previously considered important enough for inclusion on the list.

The best way to handle these situations is by reviewing them regularly with other members of your team – and making sure everyone has input into decisions about how best to adjust course as needed.

Conclusion

Digital transformation is a powerful tool that can help you achieve your business goals. It’s important to remember that digital transformation is not just about implementing new technologies, but also about changing how you work and think as an organization.

Digital transformation requires commitment from everyone involved in the process – from the C-suite down through every level of your organization.

To be successful, it must be an ongoing effort rather than a one-time project or initiative. You will need to continuously innovate and improve what you’re doing if you want to stay ahead of competitors who are also pursuing digital transformation strategies.

In conclusion, digital transformation is becoming increasingly essential for companies to stay competitive and meet the needs of their customers in the digital age. However, the process of digital transformation can be complex and challenging, which is why EAC assessments can be extremely helpful.

By conducting an assessment of your organization’s current digital capabilities and identifying areas for improvement, you can develop a roadmap for digital transformation that is tailored to your specific needs and goals.

EAC assessments can help you identify gaps in your digital capabilities, streamline your processes, and develop new products and services that better meet the needs of your customers. By embracing digital transformation and leveraging the expertise of EAC assessors, you can position your company for success in the digital age.

All too often there are ramblings about project management being an overhead cost to avoid, along with a litany of reasons why that opinion is being shared. The reality is, project management occurs whether it is formalized or not. Without dedicated project management, processes become burdensome for those involved in the project, often distracting them from their actual role and efficient execution of their expertise. The result impedes success.  

Success can be defined in many ways – in the Project Management world the focus is on the accomplishment of an aim or purpose within the constraints of scope, time and cost. Overlooking any one of these constraints and the success of the project will be delayed or difficult to achieve. 

One of the first questions that needs to be addressed when starting a project is, “What does success look like?”  
 
This is important to know for all people involved in a project – Executive sponsors, Managers, End Users, and those involved in maintaining the product once the project has been brought to life. Without this clear vision a project can end up with dissatisfied end users, delays caused by re-establishing intent (and potential for increased cost) or worst of all, the project gets cancelled.  

There are (2) primary stakeholders involved in a project: those delivering the project and those who benefit from the project. Their alignment is crucial and will require a representative (Project Manager) that will actively communicate internally within the organization during the project and provide the catalyst for collaboration with all participants. Without these representatives, single points of contact from each organization could make responsibility and accountability unclear, introducing additional risk to the project. 

These are the resources that tackle the technical elements of the project. There is collaboration between those delivering and those benefitting from the project, and it is important they understand who to turn to in the event technical issues hinder or block their progress. Having a person serving in the role of Project Manager removes “management of the minutia” from the technical resources so they can focus on the tasks where their expertise can be applied to and benefit the project. As minor as this may seem, maintaining focus on what they do best helps maintain desired timelines and cost constraints and makes them easier to achieve.  

Project Managers ask, “What are the risks”?”  

Every project has risk potential that needs to be identified and managed in a way that avoids or prepares for risks throughout the project. This is important to be managed by a single point of contact from each stakeholder to keep the risks clear, identify and log the implications for each risk, and develop contingency plans in the event they are unavoidable. One of the more common risks is the resources of those who gain the benefit of the project are also trying to maintain their daily activities. Sometimes communication is lacking on incoming project, giving project managers a short notice on project details. Those delivering the project then end up coordinating their effort around the daily business of those who benefit.  

Scope, Time & Cost – the 3 constraints Project Management aims to fulfill. On the outside it seems simple right? The problem is these constraints conflict. If a short timeline is needed, that may require overtime or additional resources thereby driving up cost. If the scope is changed, that typically has an impact on timing, as well as cost. These need to be addressed with an objective eye toward the goal of providing a quality product that fulfills the needs of the end-users.  

Scope is the most common constraint that tends to change because of missing detail identification that wasn’t involved when the project budget was established. Project Management then needs to usher all of the resources involved to determine if the change is a necessity or just nice to have. If it is a necessity, finances and management will be engaged to coordinate a change request and communicate the implications. The goal is to re-establish expectations while keeping all the balls in the air to minimize impact on the remaining elements of the project.      

Though this brief outline may be common circumstances of any project, each project differs and has a tendency to take their own path – making Project Management even more crucial. EAC has dedicated Program and Project Management in an effort to provide the foundation for success and build the partnership required to not only succeed in the short-term, but to assure strategic business initiatives are kept in sight with all projects existing and future. 

1. Why do I need to do regular maintenance on my PTC Windchill system?

Critical systems, like Windchill PLM, must be available to users. This is why it is so important to do regular maintenance on your PTC Windchill system. Windchill system outages can be costly and impact system adoption and usage.  Therefore, it is recommended that you complete regular, preventative maintenance to identify and resolve issues before they cause performance problems or service interruptions.

2. What is included in the Alliance program?

We start by assessing your department and company’s needs. We combine the assessment results with our understanding of successful Windchill implementations and deliver recommendations and a plan for a stable, high-performance Windchill instance. The flexibility of the Alliance program allows us to configure an engagement as needed. This gives us the ability to tailor the program specifically to your company.

3.  Can my staff complete the Windchill maintenance activities?

Certainly!  Keep in mind that preventative Windchill maintenance tasks are commonly an afterthought, and other projects are likely to take precedence.  As the staff becomes busier, their dependence on a functioning Windchill system increases.  These would be times when a system outage during a critical project could prove to be disastrous.

4. Can you train my staff to complete Windchill maintenance tasks?

Yes, in fact we would love to help train your staff how to complete Windchill maintenance tasks.  EAC has PTC certified instructors that are available to deliver all of the Windchill Business and System Admin training courses offered by PTC.  After attending these classes your staff will be ready to take on their new Windchill responsibilities.  Additionally, we can provide mentoring with our Windchill experts to answer all of your Windchill maintenance questions.

5. What are some benefits of using the EAC Alliance program?

One of the core benefits of the EAC Alliance Program is the ability to take a proactive approach to maintaining your Windchill system – ensuring high availability and performance.  By completing regular system maintenance and software updates you are able to better leverage your PTC investment.  You can also eliminate the need to maintain a staff of Windchill Administration experts by assigning these system and business admin tasks to our EAC’s expert consultants.  Our Windchill consultants have years of experience and complete these same activities on a daily, weekly and monthly basis for many Alliance Program customers.

6. Are Windchill system updates and upgrades included in the Alliance Program?

Yes, the EAC Alliance Program can be structured to include Windchill system updates and upgrades. When you include this in your Alliance Program you can easily budget a fixed cost over the upcoming months and years.

7. Can you support my Global company?

Yes.  While EAC is based in the United States, we are part of the PTC Strategic Partner network giving us access to many additional resources overseas.  We call on these partners to help with implementation, training, and support services local to international facilities.

8. Are you able to provide 24/7 Windchill support?

Yes.  We can provide your company access to our support case submission system, which will allow your Windchill users to log cases at any time of day.  If emergency Windchill support is required (noted by the priority level assigned to your case), our team will be notified immediately and begin support.  If you require overseas support, and international support is included in your Alliance Program agreement, we will coordinate with a local PTC partner to address the issue.

9. Doesn’t my PTC Maintenance agreement include similar Windchill services?

No.  Your PTC maintenance agreement covers all Windchill updates to software that you have purchased as well as technical support should you have a problem that requires resolution.  It does not include the services necessary to update, upgrade and maintain your Windchill system.

10.  How much does the EAC Alliance Program cost?

This varies based on the complexity of your Windchill environment and the level of support you would like to include in your service level agreement (SLA).  This can be determined by having a quick conversation with your team and proposing a solution that correctly addresses your needs. Contact us today for further information!