Modern product development moves fast. Designs evolve, supply chains shift, and regulatory requirements grow more complex. In this environment, managing product changes effectively isn’t just an operational necessity. It’s a strategic advantage.
Change management in PLM (Product Lifecycle Management) ensures that design modifications, manufacturing updates, and field adjustments happen in a controlled, traceable, and efficient manner. Without structured change control, teams face duplicated work, misaligned data, and costly errors that ripple throughout production.
That’s where PTC Windchill comes in. As one of the industry’s most powerful PLM platforms, Windchill provides the digital framework companies need to handle change systematically, connecting people, processes, and data across the product lifecycle.
What Does Change Management in PLM Encompass?
At its core, change management in PLM refers to the process of capturing, evaluating, approving, implementing, and tracking all product design and manufacturing changes. In Windchill, these are managed through a structured hierarchy of change objects, including Problem Reports, Change Requests, Change Notices, and Change Tasks. These govern every stage of a modification.
This structured approach ensures every alteration, no matter how small, is properly evaluated for impact before it reaches production. Engineers can trace how a change affects CAD models, bills of materials (BOMs), documentation, and service content—all within the same environment.
By embedding change management into the PLM platform, Windchill provides traceability, accountability, and visibility. This is the foundation of a connected digital thread across engineering, manufacturing, and service.
Common Challenges Companies Face with Change Management
Implementing change management in PLM isn’t just about adding new tools. It’s about changing habits, workflows, and expectations across the organization. Many companies start strong but struggle to maintain consistency as teams, systems, and product complexity grow. Recognizing these common challenges early helps organizations plan smarter and avoid costly missteps that can slow progress or derail adoption.
Many organizations recognize the importance of change management but struggle to execute it effectively.
Here are some of the most common pain points:
- Inconsistent workflows: Changes are handled differently across departments or regions, leading to confusion and rework.
- Disconnected systems: Engineering, manufacturing, and supply chain teams rely on separate tools with limited visibility into one another’s changes.
- Undefined roles and responsibilities: Without clear ownership, approvals stall or critical details fall through the cracks.
- Compliance and audit issues: Unrecorded changes or incomplete documentation increase risk, especially in regulated industries.
- Change fatigue: Teams overwhelmed by unstructured processes lose efficiency and confidence in their tools.
These challenges highlight why many organizations turn to Windchill change management: to replace fragmented manual processes with a single, automated source of truth.
How Windchill Enables Effective Change Management
PTC Windchill simplifies and strengthens the change management process by integrating it directly into the product lifecycle. With configurable workflows and standardized change objects, companies can capture, evaluate, and implement changes with full visibility across teams.
Key Windchill capabilities include:
- Configurable workflows: Tailor approvals and tasks to fit your organization’s engineering, manufacturing, or service requirements.
- Linked data and impact analysis: Automatically identify which parts, documents, or assemblies are affected by a change.
- Complete audit trails: Every change is recorded, time-stamped, and traceable for full accountability.
- Digital thread connectivity: Ensure downstream teams—like manufacturing and service—receive accurate updates from engineering in real time.
With Windchill, change control becomes proactive rather than reactive—keeping your operations agile, compliant, and aligned.
Practical Best Practices for Implementing Change Management in PLM
Turning change management from theory into practice requires a structured, intentional approach. The goal is to create repeatable processes that everyone—from engineering to manufacturing—can follow with confidence. These best practices for Windchill change management will help your organization build a framework that’s scalable, transparent, and ready to evolve with your business needs.
To build a resilient and effective change management process, organizations should follow a structured roadmap:
- Assess your current state. Audit your existing change-control processes and identify bottlenecks or inconsistencies.
- Define your process owners and participants. Clarify who submits, reviews, approves, and implements changes.
- Standardize workflows. Configure Windchill change templates to align with your business structure and industry standards (such as CM2).
- Pilot before scaling. Test new workflows in one product line to validate results and gain user feedback.
- Engage cross-functional teams. Involve engineering, manufacturing, sourcing, and service early to ensure holistic adoption.
- Train and communicate. Equip teams with training and documentation to understand the “why” behind structured change control.
Successful change management in PLM requires both governance and culture—clear processes supported by consistent adoption and continuous improvement.
Benefits of a Well-Structured Change Management Process
A mature, well-designed PLM change management process doesn’t just make engineering changes easier—it transforms how teams collaborate and make decisions. By embedding structure, accountability, and visibility into every stage of the product lifecycle, organizations can move from reactive problem-solving to proactive innovation. The benefits extend beyond efficiency—they directly impact product quality, compliance, and customer satisfaction
When implemented properly, Windchill change management delivers tangible business value at every level of the organization.
1. Faster Decision Making
Standardized workflows reduce approval bottlenecks and allow for parallel review processes—accelerating design-to-production cycles.
2. Improved Data Accuracy
By managing all change data in a single PLM environment, teams minimize duplication and eliminate version confusion.
3. Enhanced Compliance and Traceability
Windchill automatically records every decision and approval, ensuring full documentation for audits and regulatory reporting.
4. Reduced Rework and Waste
Controlled processes prevent errors and miscommunication, saving time and material costs.
5. Stronger Collaboration Across Functions
With shared visibility, engineering, manufacturing, and service teams can align faster—closing the loop on the digital thread.
A mature PLM change control process isn’t just about efficiency—it’s about building trust in your data and confidence in every decision.
Frequently Asked Questions Around Change Management in Windchill
When evaluating change management in PLM platforms like Windchill, decision makers often want clear, practical answers about change control, collaboration, and compliance. The following answers address key considerations, helping teams see how Windchill creates a more structured, traceable, and efficient approach to product change management.
Does Windchill support change management and configuration control?
Yes, Windchill provides a complete framework for managing both change and configuration control across the product lifecycle. It uses structured change objects (Problem Reports, Change Requests, Change Notices, and Change Tasks) to ensure all updates are tracked, reviewed, and approved before implementation. Configuration control within Windchill links product data, CAD files, and BOMs so every stakeholder works from the latest, approved version. This structured governance helps prevent errors, improve data consistency, and ensure all teams stay aligned as designs evolve.
How does Windchill handle engineering change management?
Windchill’s engineering change management process captures, evaluates, and implements design changes through configurable workflows and standardized approval steps. Each change is linked directly to the affected parts, assemblies, drawings, or documents, creating a complete digital audit trail. Automated notifications keep engineering, manufacturing, and quality teams informed throughout every stage. This ensures changes are implemented efficiently, accurately, and with full visibility into downstream impact.
What are the benefits of using Windchill for change control?
Using Windchill for change control eliminates manual hand-offs and disconnected approvals that often slow production and introduce risk. The system accelerates decision-making with standardized workflows and automated routing, while maintaining full traceability for compliance and audits. Teams gain a single, authoritative view of each change, reducing duplication and version confusion. Ultimately, Windchill helps organizations respond faster to market demands without sacrificing quality or control.
How does Windchill improve collaboration between design and manufacturing teams?
Windchill bridges the gap between engineering and manufacturing by giving both teams real-time access to accurate, up-to-date product data. When a design change is approved, updates automatically flow downstream to manufacturing and service teams, minimizing miscommunication and rework. Shared visibility into BOMs, change status, and impact analysis keeps all stakeholders aligned. This seamless collaboration enables faster launches, fewer production delays, and stronger overall product quality.
Can Windchill track and document product revisions automatically?
Yes, Windchill automatically tracks every product revision and records who made the change, when it was made, and why. Version control is built into the platform, ensuring that only approved and released data is available for use in production or service. Historical versions are preserved for reference, enabling full traceability across the product’s lifecycle. This not only improves accountability but also supports compliance with industry and regulatory standards.
How does Windchill reduce manual work in the change approval process?
Windchill automates much of the change approval process through configurable workflows, notifications, and digital sign-offs. Instead of relying on spreadsheets or email approvals, teams can manage and approve changes directly within the PLM environment. Automated routing ensures each step moves efficiently to the right reviewers based on defined roles and business rules. This reduces administrative workload, shortens approval cycles, and eliminates bottlenecks caused by manual oversight.
How can Windchill help ensure product and regulatory compliance?
Windchill embeds compliance into everyday workflows by maintaining complete, time-stamped records of all engineering and manufacturing changes. It supports audit readiness through controlled documentation, approval tracking, and built-in reporting capabilities. Regulatory standards such as ISO 9001, FDA 21 CFR Part 820, and AS 9100 can be mapped directly to Windchill’s processes. This traceable, documented approach helps manufacturers meet quality requirements and demonstrate compliance with confidence during audits or inspections.
Getting Started: A Roadmap for Success
Building a successful change management in PLM foundation doesn’t happen overnight, but it starts with a clear plan. Whether you’re new to Windchill or looking to refine existing workflows, having a roadmap helps you move from disorganized change control to a well-governed, repeatable process. These key steps will guide you toward smoother adoption, stronger alignment, and long-term PLM success.
If your organization is still relying on email threads, spreadsheets, or informal approvals to manage engineering changes, now is the time to modernize. Here’s how to begin:
- Conduct a Change Management Readiness Assessment. Evaluate your current processes, tools, and team structure.
- Start with a Pilot. Implement change management in Windchill for one product or department before scaling enterprise-wide.
- Define Governance. Establish process owners, KPIs, and escalation paths.
- Integrate Systems. Connect PLM with CAD, ERP, and quality systems to maintain data consistency.
- Partner with Experts. Work with PLM specialists—like EAC Product Development Solutions—to configure, optimize, and sustain your Windchill environment.
EAC’s Change Management Workshop helps organizations document their current state, identify process gaps, and build an actionable roadmap to success.
Turning Change Into a Competitive Advantage
In today’s fast-moving manufacturing environment, change management in PLM is the cornerstone of operational excellence. It ensures that your organization doesn’t just react to change—but leads it with confidence, precision, and speed.
With Windchill, companies gain the tools and structure to manage change across the entire product lifecycle—creating a connected, compliant, and future-ready digital ecosystem.
Looking to streamline your engineering change process and strengthen your PLM foundation, but not sure exactly where to start? Check out our webinar Preparing for Change Management in Windchill to learn more!
In today’s world, it’s not uncommon for companies to be rich in data but poor in insights. Despite having access to a wealth of information, organizations struggle to properly analyze performance and drive transformational improvements. This is where ThingWorx Digital Performance Management (DPM) steps in to bridge the gap.
This week in your factory, you’ve applied maximum effort, pouring countless hours into perfecting your product. As the work week ends, a feeling of slight disappointment remains.
Could you have accomplished more? Where did it go awry? You may not be able to find the answers on your own, leaving your factory inefficient and operating below its full potential.
If this is you, look no further. With the capabilities of Thingworx Digital Performance Management, you will unleash an untapped potential of data and boost your manufacturing processes.
What is Digital Performance Management?
ThingWorx Digital Performance Management (DPM) is a cutting-edge solution designed to help organizations identify, prioritize, and improve production issues.
By capturing lost production hours and their causes, DPM indicates where to focus for the most critical impact. Also, it optimizes the finite time available, allowing organizations to reclaim lost hours and increase effective time by 20% or more. Thus, directly impacting the bottom line.
How Does DPM Work?
Consider a manufacturing facility that can produce one unit per hour. In a week with 88 hours worked, the facility manages to manufacture only 44 units. Let’s say 12 hours are lost through planned downtime and 14 hours are lost due to changeovers.
That leaves about 18 hours unaccounted for. Where did those come from? With ThingWorx DPM, you can quickly identify issues, and why they happened, and then take appropriate actions to fix them.
Moreover, DPM calculates and analyzes discrepancies, providing valuable insights to improve productivity. DPM is a comprehensive toolset that propels organizations towards peak performance by tracking performance, conducting in-depth analysis, planning, and validating improvements.
The Production Dashboard
One feature included with DPM is the Production Dashboard. The visual dashboard is a crucial tool for supervising shift performance and gathering vital data to inform reporting and analysis. It is designed for supervisors and line managers to track productivity across various production lines.
Some key features of the Production Dashboard include:
Provides insights into shift progress at the production block level
Allows for automated and manual data entry, including reason codes to capture all losses
And offers a simplified interface to minimize disruption
Bottleneck Analysis
The Bottleneck Analysis tool is designed to automatically detect and monitor the most significant bottlenecks in your factory, providing valuable analysis and insights into OEE and OLE.
One of the challenges that customers face is a lack of visibility into bottlenecks, which leads to a disconnect between continuous improvement efforts and their impact on the business. However, bottlenecks are often dynamic and complex.
To address these challenges, DPM offers key capabilities to help identify and resolve:
Automatically identifying and tracking bottlenecks.
Systematic identification of the top constraints, which can significantly increase factory efficiency by 5-20%.
Management of the dynamic nature of competing bottlenecks.
Overall, DPM works relentlessly, making up for lost time by tracing the root cause of issues and providing precise remedies to ensure smooth and efficient functionality. Consider DPM an invaluable employee, working tirelessly around the clock without additional overtime costs!
Accelerate Problem Solving with DPM
DPM’s capabilities extend beyond surface-level analysis. By combining Pareto analysis and time loss analytics, DPM users can uncover and address a significant percentage of production problems.
Additionally, with the further integration of AI and machine learning, DPM streamlines the identification of patterns in data, resulting in faster problem-solving and decision-making.
For instance, a DPM user noticed quality losses between 3 p.m. and 4 p.m. Thanks to DPM’s automated analysis, the manufacturing team quickly determined that the issue was caused by a glare from the sunset, making the inspection camera unreliable.
All in all, DPM helped accelerate the problem-solving process saving valuable time and resources.
Reap the Benefits
Digital Performance Management is as remarkable as it sounds. DPM holds the secret to your production improvements and is ready to share them with you. Discover the plethora of benefits that are tied to DPM:
Standardized Measurement: DPM provides a consistent and standardized approach to measure losses, ensuring accurate evaluation of bottlenecks, and their impact on performance.
Efficient Root Cause Analysis: Leveraging AI technology, DPM identifies the root causes of bottlenecks and facilitates their permanent resolution, eliminating recurring issues.
Automated Problem Identification: DPM’s powerful AI algorithms automate the process of surfacing common issues, exponentially reducing the time spent on problem-solving.
Real-time Insights: What once took months to identify critical insights now becomes easily accessible through DPM’s intuitive interface, providing teams with immediate access to actionable insights.
Get Started with DPM Today!
In conclusion, if you want to revolutionize your performance management and take your organization to new heights, it’s time to embrace Digital Performance Management.
Remember, in today’s fast-paced world, those who leverage technology to gain insights and make data-driven decisions are the ones who thrive.
Are you ready to unlock the true potential of your organization with Digital Performance Management? Talk with an expert now to take your first steps toward success.
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:
- Complex User Interface especially for infrequent users
- Cumbersome Navigation
- Slow Performance & Speed
- Customization Limitations
- Limited Task Support & Access for departments outside of Engineering
- 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.
