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.
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 assessments to help. Click here to learn more or have a conversation with our experts.
Why is it important to manage your product Bill of Materials (BoM) in a PLM (Product Lifecycle Management)? This is a tough question to answer across the board for every company, but this article breaks down what you need to know.
The level of BoM management in PLM can be dependent on your companies’ products, downstream systems, and product development processes.
With that in mind, here are some general benefits and reasons to manage the creation of your product BoM in PLM.
The benefit of bill of materials management in PLM
PLM in nature is meant to be a tool to help engineering manage their production date while allowing dynamic collaboration and change control throughout the product development cycle.
The data managed in a product lifecycle management system includes CAD and BoM information, as well as additional supporting product information and documentation.
PLM functionality typically allows an organization to store any and all product information in a structured manner. The structured manner is what properly represents the product within all stages of the product’s development.
This includes everything from initial design requirements, to manufacturing requirements and process plans, to quality assurance documents- all linked to a single product structure.
This gives you the ability to graphically see a truly complete representation of any and all products managed within the PLM system.
In addition, many of the top PLM systems (such as PTC Windchill) give you the ability to manage different views of a single bill of material.
For instance, you could see the design or engineering view of the structure and all design information needed for that BoM product structure.
You would also have the ability to look at a manufacturing view that has the structure defined in a way to support the best possible manufacturing process, while it also links to any supporting information and work instructions.
Additionally, you could see a service BoM that represents exactly what is on-site or on the hands of a customer, with linked product information specifically related to service or support (such as a service repair or product manual).
These systems focus on tracking and managing all cost and profit throughout the process.
Because of this, changes are tightly controlled and require significant steps to ensure proper applications across the system.
There are also few systems that allow for full product representation inside of ERP or MES as outlined above. Nor do they fully support many different views of the same BoM.
ERP tends to only manage what is required to properly manufacture or sell a product, which does not always represent the full product design or its full breadth of supporting information and documentation.
There many impacts on these fundamental differences.
When to use PLM for BoM Management
Here are some general concepts as to when to use PLM for BoM management.
When your product development is in the dynamic phases that require many changes and updates at each phase gate, your bill of materials should be primarily managed in PLM.
If your product requires specific requirements management, detailed manufacturing, quality work instructions, or an intensive manufacturing process, it’s in your best interest to use product lifecycle management for your BoM.
At the very least, all of your product information should also be managed, or linked to your product lifecycle management system to ensure full accountability to all information updates required in the instance of change.
Integrating ERP and PLM
At a minimum, if you have an ERP system it’s important to integrate your system together with PLM.
It’s essential to establish key integration points between your enterprise systems that send needed information back and forth to your enterprise resource planning solution. This will help you properly execute new product releases and changes.
By integrating your systems, your ERP processes will ensure all proper tasks and functions are executed in your ERP or MES systems.
From there, your ERP to PLM system integration would send information back to your PLM system to close the loop.
These are our best practices to help you get ahead and to take product data further.
In today’s fast-paced manufacturing environment, agility, accuracy, and collaboration are more essential than ever. Windchill, PTC’s powerhouse Product Lifecycle Management (PLM) solution, delivers all three by providing secure, real-time access to product data across disciplines and locations. Companies stand to reduce costs, speed innovation, and enhance next generation products. PTC’s product lifecycle management (PLM) software, Windchill, lets you do just that. Designed to streamline product development from concept to service, Windchill empowers teams to work smarter, innovate faster, and maintain quality—no matter how complex the lifecycle. But let’s start by answering the basics first: what is windchill?
What is PTC Windchill?
PTC Windchill is a product lifecycle management (PLM) application suite that leverages a consolidated view of product information through multi-system data. It’s a systemic enterprise wide approach to maintaining product and process quality throughout the entire product lifecycle. Released by PTC in 1998, Windchill made its mark as one of the first internet-based PLM platforms. It has since become an industry staple across sectors (automotive, aerospace, electronics, medical devices, and more) supporting over a million users globally.
PTC Windchill PLM software provides a complete functionality dimension to help organizations capture product structures from computer-aided design tools, transform them into full engineering bill of materials (eBoMS), to manufacturing bill of materials (mBoMS), to service bill of materials (sBoMS) all while retaining the linkages between different perspectives on the product. Windchill solutions break down organizational barriers, allowing teams to work faster and more accurately all while reducing time-to-market and cutting costs.
Why Windchill Matters: Core Capabilities that Redefine PLM
When companies are juggling increasingly complex product designs, global supply chains, and regulatory demands, having the right PLM foundation is critical. Windchill provides the structure, visibility, and automation needed to handle this complexity without slowing innovation. Its core capabilities not only keep product data accurate and accessible but also empower teams to make faster, better decisions across the entire lifecycle.
Centralized, Secure Product Data Management
Windchill functions as a single source of truth (consolidating CAD files, BOMs, requirements, and supplier data) all housed in a scalable web architecture. Whether you’re working in engineering or collaborating with external partners, you’ll always have a current, secure view of product information.
Effortless BOM and Change Management
Windchill’s dynamic Bill of Materials (BOM) management enables inline editing, structural comparisons, and variant configuration for agile product planning. And with built-in Engineering Change Management (ECM) workflows, you can automate review processes, approvals, and compliance documentation to speed up time-to-market and reduce errors.
Workflow Automation and PLM Collaboration
With task and role-based apps, Windchill supports intuitive collaboration for both expert and casual users. From manufacturing to service teams, everyone can access relevant data through task-specific interfaces without over-customizing the system. This makes handoffs smoother and ensures alignment across functions.
Scalability and Deployment Flexibility
Whether deployed on-premises, in a private cloud, or via Windchill+ SaaS, the platform scales with your needs. Organizations benefit from streamlined upgrades, uptime, and strong compliance controls.
Elevating PLM: AI-Ready Product Development
Windchill isn’t just about data—it’s about intelligent data. By housing consistent, accessible product information, Windchill forms a foundation for AI-powered innovation. That means better decision-making, automated routine workflows, optimized resource use, and faster design improvements.
Key Benefits at a Glance
For many organizations, the true value of a PLM system comes down to the tangible benefits it delivers day-to-day. Windchill is designed to make collaboration easier, processes faster, and information more reliable, no matter how large or distributed your teams may be. By looking at its benefits side by side, it becomes clear how Windchill helps manufacturers overcome common product development roadblocks.
| Benefit | Why It Matters |
| Real-time Collaboration | Unified access enables cross-functional teams to deliver faster. |
| Data-Driven Quality | Reduced rework and improved product reliability. |
| Accelerated Delivery | Configurable workflows and automation streamline processes. |
| Agility & Resilience | Scalable deployments and open integrations help businesses adapt. |
| AI Readiness | Structured data enables machine learning for innovation. |
Core Windchill Capabilities
Beyond the big-picture advantages, Windchill delivers a deep set of tools that tackle the nuts and bolts of product lifecycle management. These capabilities are what allow engineering, manufacturing, and service teams to stay aligned—even when managing thousands of parts, configurations, or requirements. By exploring its core features, you can see how Windchill creates a connected, digital foundation for end-to-end product success.
Windchill’s robust feature stack supports even the most intricate development environments:
- BOM Management – Central views, variants, and CAD integrations
- Collaborative Product Development – Enterprise-wide visibility into planning, shop floor, service context
- Change & Configuration – Automated workflows, traceability, and compliance
- Manufacturing Process Management – Digital twin visualization, plant-specific BOMs, and digital quality tracking
- Parts Classification & Variability Management – Efficient search, sustainability handling, and product customization
- Product Data Management (PDM) – CAD data control, versioning, multi-CAD support
- Quality Management – CAPA, audit trails, regulatory oversight
- Supply Chain Collaboration – Real-time supplier workflows and transparency
Windchill also supports industry-specific packages—PDMLink, MPMLink, ProjectLink, Compliance, Cost, FRACAS, FMEA, and more—so your team can tailor the platform to its use case, from reliability analysis to technical documentation.
Example Use Case: Digital Thread with IoT Integration
PTC’s integration of Internet of Things (IoT) with Windchill closes the loop between product data and actual performance in the field. That enables real-time error reporting, role-based insights, and proactive maintenance or design improvements—putting reliability right in your development cycle.
What problems does Windchill solve for engineering and manufacturing teams?
Windchill addresses persistent issues like data silos, manual hand-offs, and version confusion by providing a single source of truth for product, CAD, BOM and change data. This unified platform helps engineering and manufacturing teams reduce errors, minimize rework, and accelerate time-to-market. By enabling concurrent workstreams and real-time visibility, Windchill supports efficient collaboration across disciplines.
Who uses Windchill and what industries benefit most from it?
Windchill is widely used by discrete manufacturing enterprises including automotive, aerospace & defense, industrial equipment, high-tech electronics and medical device companies. These industries benefit most because they deal with complex product structures, rigorous compliance requirements, and long lifecycles. In these areas Windchill excels. The solution supports both global, multi-site deployments and intricate configurations, making it a strong fit for manufacturers handling complexity and scale.
Is Windchill only for large enterprises, or can small-to-mid-size companies use it too?
While Windchill is known for enterprise-scale capabilities, its modular architecture and cloud delivery options make it accessible to small and mid-sized manufacturers as well. Smaller companies can leverage core functionality like product data management, version control and change workflows without the overhead of full enterprise deployment. As their needs grow, they can incrementally add modules and scale into broader PLM roles.
What are the main components or modules in Windchill?
Windchill consists of foundational modules such as product data vaulting, BOM & change management (PDMLink/PDMLink+), manufacturing process management (MPMLink), quality and compliance (QMS), service information management, and variant/configuration management. Additional modules include extensions for aerospace & defense data, risk & reliability analytics, and digital thread interoperability. These components allow organizations to tailor their PLM deployment to specific functional needs while leveraging a unified platform.
How does Windchill support digital transformation initiatives?
Windchill acts as the backbone of the “digital thread,” connecting engineering, manufacturing and service systems by enabling consistent, trusted product data across the lifecycle. It links to ERP, MES, CAD, IoT and analytics tools, enabling companies to move from isolated applications to integrated, data-driven workflows. By unlocking real-time visibility and enabling downstream usage of design data (such as in service or production), Windchill helps manufacturers transform operations and accelerate innovation.
What are the key features of PTC Windchill?
Key features of Windchill include a central data repository for CAD and business objects, automated workflows for change management, BOM management across engineering/manufacturing, variant/configuration support, role-based access and real-time collaboration. The platform also offers advanced visualization, reporting, document control and integration APIs for enterprise systems. These features combine to reduce errors, improve productivity and enable more agile product development.
How does Windchill improve collaboration across engineering and manufacturing teams?
Windchill enables cross-functional teams to access the same up-to-date product data, drawings, BOMs and workflows regardless of geographic or functional boundaries. With change notifications, task management and configurable role-based portals, manufacturing, sourcing, and service can work in parallel with engineering. This shared visibility and process alignment reduce delays, mis-communication and hand-off errors, enabling faster and more synchronized product delivery.
Does Windchill support document and version control?
Yes, Windchill provides comprehensive document management and version control capabilities, enabling controlled access, historical tracking, check-in/check-out workflows and secure archiving of product documents, CAD files, specifications and more. These capabilities ensure that all stakeholders are working from the correct version of data, audit trails are maintained and regulatory requirements around document governance are supported.
What security features does Windchill offer to protect product data?
Windchill includes role-based access controls, permissions model, encryption in transit and at rest, audit logging, and customizable security policies to protect sensitive product information and IP. Multi-site deployments are supported with secure federated architectures and authentication mechanisms (such as SSO and LDAP) to maintain governance across global teams. These features help ensure that only authorized users can view or modify data and all changes are tracked.
How does Windchill enable compliance and traceability in regulated industries?
Windchill provides traceable process management and audit-ready records of engineering changes, version histories, approvals, manufacturing effectivity and document revisions. Modules such as QMS and audit management support corrective and preventive actions (CAPA), non-conformance tracking and regulatory reporting. All of these outcomes are critical in industries like medical devices, aerospace or defense. By capturing who changed what, when and why, Windchill supports downstream compliance with standards such as ISO 9001, FDA 21 CFR Part 820 and AS 9100.
What APIs or data exchange capabilities are available in Windchill?
Windchill offers REST and SOAP web services, a comprehensive connector suite (ERP Connector, MES integration), configurable workflows, and open APIs to import/export data, integrate with enterprise systems and automate processes. These capabilities enable companies to connect Windchill with ERP, MES, IoT platforms and analytics tools. This ensures product data flows seamlessly across the enterprise ecosystem.
Getting Started with Windchill
Adopting a new PLM system can feel overwhelming, but Windchill is built with flexibility in mind. Whether your business is just beginning to formalize its processes or scaling globally, the platform can be tailored to fit your immediate needs while leaving room to grow. Getting started is about choosing the right deployment model, identifying quick wins, and building momentum for long-term digital transformation.
Here’s how you can begin:
- Define your deployment preference: on-prem, cloud, or hybrid.
- Identify key use cases: change management, BOM governance, quality processes.
- Engage implementation experts (like EAC) to configure, integrate, and train your team.
- Leverage SaaS tools like Windchill+ for faster time to value with built-in cloud benefits.
Next Steps with Windchill
So, what is Windchill? It’s much more than PLM. It’s the digital backbone that unifies product data, processes, and people across your organization. With modern deployment options, robust feature breadth, and readiness for AI, PTC Windchill equips manufacturers to innovate confidently, reduce cost, and accelerate delivery all while maintaining quality and control.
Looking to better understand how a PLM solution like Windchill can benefit your company? Check out The Manufacturer’s Guide to PLM Best Practices to learn more.
