Common challenges and inefficiencies

00:09

Welcome to our presentation called The Difference Between PDM and PLM, and why you need both.

00:16

For your convenience, we did split the recording in three parts.

00:21

My name is Klaus Loerincz and I'm a Senior Implementation Consultant with Autodesk,

00:25

and it will be my pleasure to guide you through this presentation.

00:29

I work with our customers, mainly focusing on Product Data Management, often referred to as PDM,

00:35

and Product Lifecycle Management, often referred to as PLM.

00:40

With 15 plus years of industry experience,

00:43

I like to work with our customers and their requirements, both from a product and a process point of view.

00:50

In the first part, we're going to be taking a look at what these acronyms PDM and PLM mean,

00:57

and what they mean for you and your business.

01:01

We're going to talk about common challenges that we can all relate to.

01:06

Time - how to save time, or how to improve time, which would equal time to market,

01:14

how to make best use of the time, which would be time to value.

01:19

We're going to talk about quality issues that we may have,

01:23

and how products from Autodesk can help to improve the situation.

01:29

And ultimately, this all leads to cost. Time as we all know is money.

01:36

So we are going to talk about cost and how to reduce costs.

01:44

What are the inefficiencies that you deal with in your company?

01:48

Globalization, inadequate data sharing, process bottlenecks, lack of collaboration, or manual efforts.

01:58

Well, I'm sure there are others you could add to this slide.

02:02

It's a small world, and we have the ability to work with other teams and people that are outside our organization.

02:11

There are not only different file formats,

02:13

there are different paradigms of file sharing and getting data to someone else without having to re-key it,

02:21

retype it, resend it, or tell somebody about it.

02:28

We're going to identify process bottlenecks and ways around it.

02:32

This starts in design.

02:34

It can start in concept, and may go all the way through to supply chain and supply collaboration.

02:42

Speaking of collaboration,

02:44

we're going to talk about how we can overcome the lack of collaboration and make sure everybody is on the same page.

02:52

Make sure that everyone is working with the same set of data,

02:56

not doing additional manual efforts when working and looking for the latest set of data.

03:03

I think everyone can relate to manual efforts.

03:06

I've done this before.

03:08

I didn't just tell you that in those type of things.

03:16

What we're talking about are different moving parts of the product development, manufacturing, and product lifecycle.

03:25

How a product comes to market is sometimes a mystery that it even got out the door, got in the crate, or that it's got assembled.

03:35

But this is not the way it should happen, as you want more structure and control around the process.

03:42

And not everything goes out the door as planned.

03:45

Change happens sometimes.

03:48

So how do we get our arms around all these moving parts in the process?

03:53

The goal still remains that we want to know which product was shipped in which configuration to our customers,

04:01

as this will help delivering a high-class service to the customers later on.

04:08

And the answer is a couple of different tools, which will be needed to help achieving that.

04:15

We're going to talk about PDM and PLM to identify how they can help and which systems does what in terms of roles and responsibilities.

04:29

Let's take a look at a typical development process.

04:34

Now, this is not everybody's.

04:36

But at a general level,

04:38

we have a sale or interest from a customer at the beginning that could be a new product interest or a new product idea.

04:48

Something has to kick off the genesis of a design.

04:53

And then there is engineering and that is something that Autodesk excels in,

04:59

is the engineering with a variety of tools that help you get the job done.

05:05

It's not just design, but it's also simulation, analysis,

05:10

and machining where our tools will help streamline the engineering or PDM workflows.

05:17

At the center of the product lifecycle, we have pre-production and production,

05:23

where the development will turn into real goods.

05:27

At the end of product lifecycle, we see service.

05:31

And finally, but not shown on this lifecycle here,

05:34

there will be the retirement of a product.

05:37

So this is a generic view and you can plug in your own word or phrases there to make it look and sound more familiar.

05:48

But what we see a lot is that we have these different systems and acronyms for the various parts of the process.

05:57

And today we're mainly looking at and talking about PDM.

06:03

There is often time spent at the front end of a sales process in a CRM (or Customer Relationship Management) system.

06:11

And on the back end, time will be spent in the ERP (or Enterprise Resource Planning),

06:18

MRP (or Material Requirements Planning),

06:22

MES (or Manufacturing Execution System) if they are in place.

06:29

Some of these systems or tools might be homegrown and in use for many years already.

06:37

Looking at the alphabet soup of all these different acronyms,

06:41

it's not hard to see how inefficiencies can happen when information resides in separate systems.

06:50

In such a case of different divisions governing the data, that holds some potential there.

06:57

It is probably not an efficient process in place to share information from one system to the next.

07:06

That's where usually PLM comes in.

07:09

Product Lifecycle Management is a methodology first-hand,

07:14

and will need a tool to deliver the desired support to its users.

07:20

It means one place to look for all that is involved in the product data.

07:25

What is the product? Where is it?

07:28

What is it made up of?

07:30

Which exact version of the product sits with a given customer?

07:35

It's about the process which is the decision-making about changes.

07:41

The workflow to follow developing or releasing, or also the place to define the what happens next,

07:49

or to look for what happened to get to this point where we're at.

07:55

Autodesk has its own cloud-based PLM system to support this methodology.

08:01

And then the enterprise integrations - PLM, CRM, PDM, all of these different acronyms, they should integrate.

08:11

Any time that you are re-keying or resending or importing data

08:17

can lead to human errors,

08:19

which you want to avoid building trust with the customers of the PLM system and ultimately even the customer.

08:29

But we are going to focus in our talk about PDM. Right there down at the bottom, keep your eye on PDM.

08:40

With PDM, what we are talking about are some commonly known icons.

08:44

If you're an Autodesk customer, you'll see that V is for Vault.

08:49

Vault is our PDM tool.

08:51

I'll deep dive into that in a minute.

08:55

That is a tool that manages the engineering and design data and other file formats.

09:03

There is Inventor, AutoCAD, Revit, and Navisworks, and the list goes on and on.

09:12

Vault is there to understand, to compile and collect everything that we make.

09:17

It's not just design anymore.

09:19

Keep in mind that it could be other file formats as well as other CAD products,

09:24

and things like Microsoft Office products or production related products like PowerMill or Netfabb,

09:31

as this data is getting more and more attention to be presented in the product development process from an engineering point of view.

09:40

Keep in mind,

09:41

we want to make sure we can produce and reproduce the exact version of a product we shipped to a customer.

09:50

PDM is about managing this.

09:53

It's also the place where your design and engineering bill of materials are structured, organized, and managed.

10:07

If we were to take a survey and ask what does this mean to you, this is the type of word cloud we would see.

10:17

It's about product development.

10:19

But what about libraries in concurrent design?

10:23

We see a couple of other acronyms in there.

10:25

BOM, that's your bill materials.

10:28

Version and revision.

10:30

It's about having a single source of truth.

10:33

The one place to look for all your designs and your engineering bill materials.

10:39

And that's the goal of PDM. It's more than just check in and check out.

10:45

It has a lot of other responsibilities within an organization.

10:50

As we said before, PDM at Autodesk is done with our product Vault.

10:55

There is a couple of different versions of Vault.

10:58

One of them is actually included with product design and manufacturing collection.

11:04

You might be entitled to it through a number of other products. And that's called Vault Basic.

11:11

Vault Basic is a tool that's supporting your engineers, better managing your designs than Windows Explorer,

11:18

network drives, Dropbox, Google Drive, or things like that.

11:23

It allows you to do some of the things you see here on the word cloud.

11:28

And if you desire more, you can work your way up to Vault Professional.

11:33

Vault Professional will fully support the PDM functionality.

11:37

We can see it represented by this word cloud on this page.

11:46

This concludes our Part 1 of the presentation.

11:49

Please watch the Part 2 and Part 3 to capture the complete content provided.

11:56

Thank you.

Video transcript

00:09

Welcome to our presentation called The Difference Between PDM and PLM, and why you need both.

00:16

For your convenience, we did split the recording in three parts.

00:21

My name is Klaus Loerincz and I'm a Senior Implementation Consultant with Autodesk,

00:25

and it will be my pleasure to guide you through this presentation.

00:29

I work with our customers, mainly focusing on Product Data Management, often referred to as PDM,

00:35

and Product Lifecycle Management, often referred to as PLM.

00:40

With 15 plus years of industry experience,

00:43

I like to work with our customers and their requirements, both from a product and a process point of view.

00:50

In the first part, we're going to be taking a look at what these acronyms PDM and PLM mean,

00:57

and what they mean for you and your business.

01:01

We're going to talk about common challenges that we can all relate to.

01:06

Time - how to save time, or how to improve time, which would equal time to market,

01:14

how to make best use of the time, which would be time to value.

01:19

We're going to talk about quality issues that we may have,

01:23

and how products from Autodesk can help to improve the situation.

01:29

And ultimately, this all leads to cost. Time as we all know is money.

01:36

So we are going to talk about cost and how to reduce costs.

01:44

What are the inefficiencies that you deal with in your company?

01:48

Globalization, inadequate data sharing, process bottlenecks, lack of collaboration, or manual efforts.

01:58

Well, I'm sure there are others you could add to this slide.

02:02

It's a small world, and we have the ability to work with other teams and people that are outside our organization.

02:11

There are not only different file formats,

02:13

there are different paradigms of file sharing and getting data to someone else without having to re-key it,

02:21

retype it, resend it, or tell somebody about it.

02:28

We're going to identify process bottlenecks and ways around it.

02:32

This starts in design.

02:34

It can start in concept, and may go all the way through to supply chain and supply collaboration.

02:42

Speaking of collaboration,

02:44

we're going to talk about how we can overcome the lack of collaboration and make sure everybody is on the same page.

02:52

Make sure that everyone is working with the same set of data,

02:56

not doing additional manual efforts when working and looking for the latest set of data.

03:03

I think everyone can relate to manual efforts.

03:06

I've done this before.

03:08

I didn't just tell you that in those type of things.

03:16

What we're talking about are different moving parts of the product development, manufacturing, and product lifecycle.

03:25

How a product comes to market is sometimes a mystery that it even got out the door, got in the crate, or that it's got assembled.

03:35

But this is not the way it should happen, as you want more structure and control around the process.

03:42

And not everything goes out the door as planned.

03:45

Change happens sometimes.

03:48

So how do we get our arms around all these moving parts in the process?

03:53

The goal still remains that we want to know which product was shipped in which configuration to our customers,

04:01

as this will help delivering a high-class service to the customers later on.

04:08

And the answer is a couple of different tools, which will be needed to help achieving that.

04:15

We're going to talk about PDM and PLM to identify how they can help and which systems does what in terms of roles and responsibilities.

04:29

Let's take a look at a typical development process.

04:34

Now, this is not everybody's.

04:36

But at a general level,

04:38

we have a sale or interest from a customer at the beginning that could be a new product interest or a new product idea.

04:48

Something has to kick off the genesis of a design.

04:53

And then there is engineering and that is something that Autodesk excels in,

04:59

is the engineering with a variety of tools that help you get the job done.

05:05

It's not just design, but it's also simulation, analysis,

05:10

and machining where our tools will help streamline the engineering or PDM workflows.

05:17

At the center of the product lifecycle, we have pre-production and production,

05:23

where the development will turn into real goods.

05:27

At the end of product lifecycle, we see service.

05:31

And finally, but not shown on this lifecycle here,

05:34

there will be the retirement of a product.

05:37

So this is a generic view and you can plug in your own word or phrases there to make it look and sound more familiar.

05:48

But what we see a lot is that we have these different systems and acronyms for the various parts of the process.

05:57

And today we're mainly looking at and talking about PDM.

06:03

There is often time spent at the front end of a sales process in a CRM (or Customer Relationship Management) system.

06:11

And on the back end, time will be spent in the ERP (or Enterprise Resource Planning),

06:18

MRP (or Material Requirements Planning),

06:22

MES (or Manufacturing Execution System) if they are in place.

06:29

Some of these systems or tools might be homegrown and in use for many years already.

06:37

Looking at the alphabet soup of all these different acronyms,

06:41

it's not hard to see how inefficiencies can happen when information resides in separate systems.

06:50

In such a case of different divisions governing the data, that holds some potential there.

06:57

It is probably not an efficient process in place to share information from one system to the next.

07:06

That's where usually PLM comes in.

07:09

Product Lifecycle Management is a methodology first-hand,

07:14

and will need a tool to deliver the desired support to its users.

07:20

It means one place to look for all that is involved in the product data.

07:25

What is the product? Where is it?

07:28

What is it made up of?

07:30

Which exact version of the product sits with a given customer?

07:35

It's about the process which is the decision-making about changes.

07:41

The workflow to follow developing or releasing, or also the place to define the what happens next,

07:49

or to look for what happened to get to this point where we're at.

07:55

Autodesk has its own cloud-based PLM system to support this methodology.

08:01

And then the enterprise integrations - PLM, CRM, PDM, all of these different acronyms, they should integrate.

08:11

Any time that you are re-keying or resending or importing data

08:17

can lead to human errors,

08:19

which you want to avoid building trust with the customers of the PLM system and ultimately even the customer.

08:29

But we are going to focus in our talk about PDM. Right there down at the bottom, keep your eye on PDM.

08:40

With PDM, what we are talking about are some commonly known icons.

08:44

If you're an Autodesk customer, you'll see that V is for Vault.

08:49

Vault is our PDM tool.

08:51

I'll deep dive into that in a minute.

08:55

That is a tool that manages the engineering and design data and other file formats.

09:03

There is Inventor, AutoCAD, Revit, and Navisworks, and the list goes on and on.

09:12

Vault is there to understand, to compile and collect everything that we make.

09:17

It's not just design anymore.

09:19

Keep in mind that it could be other file formats as well as other CAD products,

09:24

and things like Microsoft Office products or production related products like PowerMill or Netfabb,

09:31

as this data is getting more and more attention to be presented in the product development process from an engineering point of view.

09:40

Keep in mind,

09:41

we want to make sure we can produce and reproduce the exact version of a product we shipped to a customer.

09:50

PDM is about managing this.

09:53

It's also the place where your design and engineering bill of materials are structured, organized, and managed.

10:07

If we were to take a survey and ask what does this mean to you, this is the type of word cloud we would see.

10:17

It's about product development.

10:19

But what about libraries in concurrent design?

10:23

We see a couple of other acronyms in there.

10:25

BOM, that's your bill materials.

10:28

Version and revision.

10:30

It's about having a single source of truth.

10:33

The one place to look for all your designs and your engineering bill materials.

10:39

And that's the goal of PDM. It's more than just check in and check out.

10:45

It has a lot of other responsibilities within an organization.

10:50

As we said before, PDM at Autodesk is done with our product Vault.

10:55

There is a couple of different versions of Vault.

10:58

One of them is actually included with product design and manufacturing collection.

11:04

You might be entitled to it through a number of other products. And that's called Vault Basic.

11:11

Vault Basic is a tool that's supporting your engineers, better managing your designs than Windows Explorer,

11:18

network drives, Dropbox, Google Drive, or things like that.

11:23

It allows you to do some of the things you see here on the word cloud.

11:28

And if you desire more, you can work your way up to Vault Professional.

11:33

Vault Professional will fully support the PDM functionality.

11:37

We can see it represented by this word cloud on this page.

11:46

This concludes our Part 1 of the presentation.

11:49

Please watch the Part 2 and Part 3 to capture the complete content provided.

11:56

Thank you.

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