- Phase 1: Document Control
- Phase 2: Your Choice (often this is Change Management or WT Parts, depending upon what is most important to your organization)
- Phase 3: Quality Management
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
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.
P.S. Did you hear? We released the latest version of EAC Apps 3.3.0! Check out the Compatibility Matrix and Release Notes here.
THE PEOPLE WHO POWER DIGITAL TRANSFORMATION AT LIVEWORX 2023
Minneapolis, MN, U.S.A – 2023 EAC Product Development Solutions, an award-winning PTC Solutions Partner and Global Services Provider, returns to Boston May 15-18 for LiveWorx 2023 with seven presentations covering today’s most impactful solutions in the manufacturing space.
EAC partners with companies to help them navigate their digital transformation journey by providing extensive capabilities that span the entirety of the manufacturing process, including solutions such as Computer-Aided Design (CAD), Simulation, Additive Manufacturing, Product Lifecycle Management (PLM), the Industrial Internet of Things (IIoT), Augmented Reality (AR) and more.
“We are excited to be a part of LiveWorx 2023 and to have the opportunity to showcase our latest technology solutions,” said EAC’s Chris Woerther, VP of Business Development. Our team of experts is looking forward to connecting with attendees and sharing how our solutions can help businesses succeed in the digital age.
LiveWorx 2023, the world’s premier digital transformation conference, brings together innovators, forward-thinkers, and experts to explore the latest technologies in digital transformation. EAC provides the essential services, support, and strategic expertise that manufacturing companies need to extract the maximum value from technology investments.
As such, EAC has been selected to present seven sessions at LiveWorx 2023:
[AR1088B] – Creo Illustrate for AR Developers
Monday, May 15 2:15 PM – 2:45 PM EDT | Breakout Session 102 B
Clay Helberg, EAC Solution Architect, will provide insights into Creo Illustrate, a powerful tool for creating engaging augmented reality (AR) content, and the key insights you should know to get the best use for authoring.
[PL1842B] – Minimum Windchill Implementation to Achieve Significant ROI
Monday, May 15 3:10 PM – 3:40 PM EDT | Breakout Session 105
During this session, Chris Woerther, EAC Vice President of Business Development, will present how to achieve strong ROI by expanding Windchill usage to other departments and the shop floor to share product data and create a closed-loop change process with minimum implementation.
[AR18431] – AR and Expert Capture – How Easy it Can Really Be to Get Strong ROI
Tuesday, May 16 8:15 AM – 8:30 AM EDT | IgniteTalX Stage 1
Todd Liebenow, EAC Senior Application Engineer, will discuss the significance of Augmented Reality in capturing, standardizing, and sharing workforce knowledge, including how it improves efficiency and speeds up onboarding and training for new employees.
[CA1179B – Why Model-Based Definition?
Tuesday, May 16 2:50 PM – 3:20 PM EDT | Breakout Session 205 A
During this presentation, Stephen Pralle, EAC Application Engineer, will explain what model-based definition is, why it is beneficial, and how to implement this strategy into the product development process.
[PL18451] – Assessing Your Business Practices to Find Optimization Opportunities
Wednesday, May 17 8:15AM – 8:30AM EDT | IgniteTalX Stage 2
Scott Dufresne, EAC Business Development Manager, will discuss the significant business benefits assessments achieve and how they identify areas of improvement in design, management, operations, and service sectors.
[CA11801] – Rapids Prototyping Made Simple with Creo Additive Manufacturing
Wednesday, May 17 2:45 PM – 3:00 PM EDT | IgniteTalX Silent Stage
Stephen Pralle, EAC Applications Engineer, will present the power of Creo and Additive Manufacturing together for earlier design success that enables faster time-to-market.
[CA1181I] – Simulation-Driven Design with Creo Simulation Live
Thursday, May 18 10:15 AM – 10:30 AM EDT | IgniteTalX Silent Stage
Stephen Pralle, EAC Application Engineer, will showcase the powerful capabilities of PTC’s Creo Simulation Live (CSL) to easily leverage simulation earlier in the design process with real-time feedback to save time and boost innovation.
Attendees will have the chance to speak with EAC industry experts and leaders to explore the best-fit solutions to drive business growth and achieve their strategic goals.
Check out our Digital Transformation blog featured on the PTC LiveWorx page:
EAC will be available throughout the conference at Booth No. 700.
Liveworx is happening at the Boston Convention and Exhibition Center on May 15-18, 2023. To plan your agenda and attend EAC’s live sessions, visit www.liveworx.com.
For more information about EAC Product Development Solutions, visit www.eacpds.com.
EAC Senior Marketing Manager
Jessica Magelssen – email@example.com
PTC Senior Director, Global Corporate Communications
Greg Payne – firstname.lastname@example.org
As you’re onboarding with Windchill, it’s not uncommon to feel overwhelmed by its wide array of functionality …assembly instructions, supplier management, classification searches… the list goes on and on.
Let’s face it – change can be intimidating, and ‘doing it all at once’ can seem like a lot.
In a perfect world, we’d always be implementing WT Parts and accounting for Change Management at the start of every single Windchill implementation, but the unfortunate truth is, that’s not always the case.
It’s natural to have the desire to implement a Windchill project in bite-sized pieces. This article aims to explain the advantages of phasing your Windchill implementation to do just that.
The Phased Approach
Our phased approach usually goes something like this:
First thing’s first – prioritize getting your data under control.
Start with your engineering data management. The check-in, check-out version control. Then when you’re comfortable with that, Change Management or WT Parts can be introduced as a viable next step.
Let’s not forget the costs associated with all these options. There are hard costs with respect to the implementation plan you decided on, along with any associated trainings or workshops you deemed necessary.
The end goal: a complete Product Lifecycle Management system that creates and enables a ‘digital thread’, ‘digital continuity’, ‘digital transformation’ (whatever you want to call it), throughout your entire organization.
Let’s talk about how you get there.
Phase 2: What is a WT Part? Why WT Parts?
The WT Part is misunderstood and why often, many shy away from it.
Sure, it’s a different concept, but that doesn’t mean its necessarily hard.
So, what do I mean by different? It’s different in the way that most organizations aren’t thinking about their engineering data.
But, as a matter of fact, that same engineering data is exactly what I would consider the ‘enabling piece’ which has the ability to facilitate the core functionality every organization should have within Windchill.
It’s a vital piece that lets you do all the ‘other stuff’.
Another way of describing the WT Part (or gear icon) is a central hub of all information that is related to a part. It has to do with your relevant CAD files, drawings, engineering change history, primary BoM structures that link to all your other parts.
I’ll use a hypothetical situation to explain.
There are all kinds of different parts that go into designing this bicycle. You have some assemblies that you have built up in Creo, along with a bunch of other different parts and sub-assemblies.
In this case your bicycle has a variety of different parts, that have many different versions – but the important part is – at this point, you have your data under control. You check out a part, make a change, check it back in. Soon enough, version A.1 becomes A.2, A.3, etc.
With WT Parts enabled, your system has the ability to create a paralleled data structure. This means you can have the same assembly structure in CAD that you do in Windchill.
WT Part acts almost as a placeholder (I like to think of it as a shoebox). Inside your shoebox, you can put all kinds of ‘other things’, and I’m not talking about just CAD files. For your organization this could mean PDF’s, published visualizations (allowing you to look at your bicycle in Creo view), word documents, links to other webpages, or just about anything else you want.
Let’s say (in this scenario) you outsource the break calibers, the tires, or the spokes.
WT Parts allows you to have images and direct links to your supplier webpages allowing you to document and specify the exact parts and versions you need. This creates a parallel data structure.
But even with your paralleled data structure (for your bicycle line), you know that how your products are modeled in CAD won’t mirror the way they need to be assembled in manufacturing.
Your manufacturing assembly process includes other things, such as tape, Loctite for the handlebars, cable shrouds, etc. In fact, there are all kinds of things you’re never going to model in CAD, but are still essential components within your manufacturing bill of material.
This allows you to properly represent how things should be put together in the shop.
Furthermore, down the line when you create a service bill of material, you’ll no longer need to need use your entire CAD structure (as it was designed in Creo) because your product only needs new tires and inner tubes.
With WT Parts you can easily create a service bill of material that states exactly what’s needed to service your product.
It creates individual containers allowing you to put things in, shuffle them around, and re-arrange them, so you can easily create different bill of material structures. These structures can even be based on what you need to do, downstream from your CAD models.
It also allows you to quickly create a service document explaining how to properly change your tires.
Phase 2: Change Mangement
You might be wondering why more organizations choose Change Management for phase 2 over WT Parts.
The answer is quite simple. It’s because most companies are already doing a change process today in one way, shape, or form.
You might be more familiar with the outdated process, or what I like to refer to as ‘the red folder’.
Many companies today still trudge around the office with that red manila folder when they need sign off on a change. They walk from station to station with documents, prints and more to whoever needs to sign off on that change to get it done.
The Windchill Change Management piece has the ability to replicate what your physical real-world processes can. This allows you to entrench the workflows you’ve already established digitally, inside Windchill.
This is also one of the many reasons why you should not be afraid of the Change Management capabilities inside of Windchill.
So how does change management inside of Windchill work exactly?
The out-of-the-box Windchill Change Management workflows include problem reports, change requests, and change notifications.
Built within the core capabilities of Windchill Change Management, there’s a process in place for problem reports.
Starting at the beginning, the typical entry level is what’s called, ‘the problem report’. You can think of this as your digital suggestion box. Anyone can create a problem report (PR).
With a widget, your problem report gets pushed forward to a change admin, who can then review that report.
Your change admin has the ability to either approve or reject the change request. They can even send it back to the person who originated it (if needed) to ask for further clarification.
This helps you easily keep track of your problem reports, know the length of time they have been opened, and be aware of how many reports are currently active. This enables you to see, as a company, how you’re doing with respect to your problem reports.
The next step along the way is a change request. In the instance that your problem report is moved forward, it gets sent to the next person in line who sees that as an engineering change request.
At this point, there may be some additional research to say, “well, wait, now what other part is used, or what other assembly part is done, and what they might impact?”
When deciding to make a change, its crucial to think downstream and about what the implications of that change might be.
This is what the engineering change request feature inside of Windchill is all about. It allows you to do the research.
Once you meet the set of criteria or you obtain a certain serial number, you can say – “yes, we are going to do that.”
This allows you to have a formalized process where you can either individually approve changes or run change requests through a more formalized review board.
That’s when the change notification task gets assigned back to your design engineer that can then go into Creo, open up the part, and make the change.
The best part? With Windchill Change Management you actually have a way to keep track of your changes, processes, and documentation.
You’ll no longer need to wonder what hasn’t been completed or what the status of a change request might be.
Although that’s the out of the box Windchill Change Management functionality, there’s a lot of subtleties and nuances that can be tailored and configured to your specific company needs. It doesn’t have to be a strict 1 to 1 mapping – there’s flexibility with respect to how you map and manage them.
Say, for example – you had three different problem reports on one specific part. You could now bundle those altogether and roll that into a single change request.
You could also take 2 or 3 different change requests and roll those forward into a single change notification.
Yes, this change process will be new and different – it’s designed to make your life easier.
The difference is – now you’re not cruising around the office with that red folder trying to catch up with all the information. Instead, everything you need is right in front of you. You can see which assemblies will be impacted, what you have on-hand, and what series you want to do the cutover on.
That concludes the first half of a closed loop change management process.
Phase 3: Windchill Quality
The second half of the closed loop change management process stems from things such as nonconformance, that actually come from the Windchill quality management piece.
Again, more Windchill functionality here is also tied together in WT Parts, but these are your corrective and preventive actions.
Looking at the nonconformance piece – where you actually build and manufacture something, but it isn’t measuring out right. Or perhaps your drilled holes that are in the wrong place…or your part is the wrong dimension…or something to that extent.
Windchill Quality enables corrective actions you can take against these incidents to make sure that you’re not building parts to the wrong specifications or dealing with nonconformance. This helps you to take preventive action.
In other words, what steps are you going to take to make sure that you don’t make the same mistakes again? What are you going to do with the parts that you’ve already built?
That’s the second half of the closed loop change management process.
To truly explain how all the Windchill functionalities can be intertwined to create a true ‘digital thread’ – this article would go on for days.
Sure, you can learn about all the different parts and pieces individually, but my organization has a real, tight, concise methodology for doing this.
That’s why EAC Product Development Solutions is here to help. We know and understand what it takes to get your system stood up and in place to truly transform your organization.
Don’t leave your Windchill system with untapped potential. It’s time to make the most out of your money.
Windchill is a mission-critical enterprise system with multiple components and touch points across an entire enterprise. Because of this complexity, you might recognize the need for Windchill Managed Services.
EAC has created a managed services program for your Windchill system – The EAC Alliance Program. The Alliance Program provides PTC Windchill managed services such as Windchill administration and support.
Our team of expert system administrators help improve system performance, optimize server and license configurations, and maintain a stable PLM environment for your organization.
Windchill Managed Services Percent of Uptime
95.1% of our EAC Alliance Program customers achieve 100% Windchill uptime. Our customers that do not have 100% Windchill uptime still maintain over 99% availability. This is an overall average of 99.95% or more uptime.
Windchill Managed Services Predictive Maintenance
Our Alliance program executes planned (weekly, monthly, etc) Windchill maintenance. Predictive maintenance is more efficient and the preferred approach to system maintenance. Roughly 1/4 of Alliance customers choose to implement PTC System Monitor (PSM) as a way to bolster EAC’s already rigorous proactive maintenance.
Speed/Performance of Windchill with Managed Services
100% of EAC’s Alliance Program customers see an improvement in the speed and performance of their Windchill system. Out of the box, Windchill leaves a lot of room for performance tuning and server optimization. Our EAC Alliance Program Team are skilled in analyzing and optimizing system resources to suit your individual needs
Windchill Managed Services Security/Patches
100% of our EAC Alliance customers receive (or are notified) of patches. This way you can be assured that your system is running with maximum security at all times.
Want to learn more about what our EAC Alliance Program has to offer? Download our Alliance Program Brochure and check out the top 10 questions we get about our Windchill Managed Services.