Synergis Adept: The Best of What Both PDM and PLM Offer

A newcomer to the engineering data management marketplace might quickly come to the conclusion there are two options if wanting to upgrade from Windows Explorer as a management tool. The first is to buy a system that helps engineers in a workgroup manage design files (PDM); the second is to buy a specialized database (PLM) that breaks down all information—CAD data and everything else—and stores it separately from the familiar files/folders structure. For many businesses looking to upgrade their engineering automation, the first option is too limiting and the second is too massive.

The traditional PDM (Product Data Management) approach is to make the CAD document the center of the universe. The PDM software manages sets of linked files for version control, synchronized check-in/check-out, and controls access right. The PLM (Product Lifecycle Management) approach requires the enterprise to import all data (CAD and from every other electronic document used in engineering) into a relational database, and then to adopt new workflows based on the design of the PLM system. (more…)

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PDM and the Problem with Printing

One of the best reasons engineering companies invest in product data management (PDM) is process automation; you turn manual methods into a digital workflow. All your information has greater visibility and better, trackable management. But we all know that much of what is designed and approved in the digital world has to be printed sooner or later, or at least published to a PDF document. Once a document is printed/published, there is a break from the all the advantages inherent in using PDM. It is like taking an axe to a landline telephone cord (you still have one of those, don’t you?); The pieces are still there, but nothing’s happening.  (more…)

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When is the Best Time to Upgrade Engineering Document Management Software?

The “why” of upgrading to a modern engineering document management system is something we’ve talked about often in this blog. One thing we have not covered much is the “when” of an upgrade. Is there a “best practices” approach to deciding when to upgrade?

My research suggests there are many variables and few absolutes regarding when the time is right to make the move. Most decisions that feel like a discussion of “when” are really driven by the “why.” Reasons like “We are acquiring (or being acquired by) another company” or “we have a big new client” are example of “why” a company upgrades EDM; the “when” is driven by the external event. (more…)

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PDM and the Truth About Multi-CAD Support

It’s no secret that engineers live in a multi-CAD world. As part of their daily routines, engineers routinely collaborate with customers, suppliers, and partners, each working with different CAD tools, yet all needing to be on the same page.

Most companies use, on average, 2.7 different CAD systems internally, according to CAD maker PTC, and that doesn’t account for other tools put into play by external partners. Each tool has a distinct file format and different flair for handling 3D CAD data and models. The variances can quickly turn into a nightmare for engineers who are simply trying to collaborate and share designs to get their jobs done.

CAD vendors have tried to address the multi-CAD issue for years, but it remains a struggle for many companies–some trapped by manual processes that don’t effectively do the job, others saddled with CAD management solutions that don’t live up to their promise of dealing with disparate models and CAD file types. (more…)

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Guiding the PDM Conversation Requires a Steely-Eyed Gaze

get-chekclistThe decision to invest in a modern engineering document management system is a big deal. A variety of questions arise, from the financial (What’s the budget?) to the logistical (How do we deploy and not fall behind in our work?) and the practical (Who is in charge of random issues?). Sometimes the answer comes from within the organization, and sometimes the answer is more like, “We’ll solve that with the software vendor.”

When the answers require a joint venture, it is important to enter into the conversation with the software vendor as an equal partner. Every vendor of product data management (PDM) and/or engineering document management (EDM) software wants a happy customer—but they prefer happy and compliant. If you let the vendor drive the conversation, you may not get what you really need from your new software. (more…)

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