PDM Vs. PLM It All Starts With - Javelin Tech

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w h i t ep a p e rPDM vs. PLM : I t A ll S tarts with PDMproductivityS U M MARYProduct data management (PDM) or product lifecycle management(PLM)–which system best fits the needs of your manufacturing organization? Although both solutions rely on a solid PDM foundation, selecting the right one from the many PDM and PLM systems available todaycan be challenging. While examining the differences between PDM andPLM, consider how each approach can benefit your company.

IntroductionAll design engineering, product development, and manufacturing organizationsneed an automated solution for managing, utilizing, and leveraging 3D CADdesign data. Choosing the most suitable PDM or PLM system, however, canbe challenging for most manufacturers. Do you need a PDM system or a PLMapplication? Before making your decision, consider the following questions:What are the major differences between PDM and PLM? Is PDM necessaryfor your organization? What steps are required before you implement PLM?Much of the confusion surrounding PDM and PLM stems from a basic misconception about the two technologies. Although many manufacturers believethey have to choose between PDM and PLM, the choice is not entirely aneither-or proposition. In fact, all PLM systems use some form of PDM asthe underlying data foundation on which they operate. Product developmentorganizations and manufacturing concerns should address a key question:Do we need a full-blown PLM application, or will a PDM system meet ourcurrent and future needs?To answer that question, first examine the primary differences betweenPDM and PLM systems, and then anticipate how each approach relates tothe unique characteristics of your organization. While PDM focuses on managing design data as it relates to product development processes, PLM centerson reengineering product development and manufacturing processes as theyrelate to product lifecycles. PDM is a design-focused technology that increasesefficiencies within existing product development processes by improving themanagement of product design data. PLM, on the other hand, is a strategic,process-centered approach that leverages PDM and other technologies—alongwith consulting services—to manage product lifecycles, remake processes, andincrease output. As a result, PLM improves productivity across the connectedenterprise rather than in a single department or a specific process.Determining the ideal system not only requires a thorough assessment of thegoals, structure, and needs of your product development and manufacturingorganizations, but also an in-depth understanding of how PDM is critical tocompeting successfully in today’s global marketplace.As more and more companies migrate from 2D to 3D CAD systems for theirprimary product development platform, PDM has become a virtual necessityfor manufacturers. While the move to 3D produces many benefits—includingreduced cycle time, cost savings, quality improvements, and greater innovation—3D CAD systems also create a new set of data management challenges.By becoming more productive with a 3D system, engineers are generatinggreater volumes of data. In addition, 3D files contain a variety of references,associations, and interrelationships that link them to other files, such as parts,drawings, bills of materials (BOMs), multiple configurations, assemblies, NCprogramming, and documentation. That is why engineers must have a reliablesystem for managing, preserving, and safeguarding these links. When numerousrevisions are the norm, different engineers will work within assemblies, or morethan one person will collaborate on a design.P D M v s . P L M : I t A ll Sta r t s wit h P D M1

In reality, the choice between PDMand PLM is not entirely an either-orproposition. In fact, all PLM systemsuse some form of PDM as theunderlying data foundation on whichthey operate.By its very nature, 3D CAD increases the volume and complexity of productdesign data, and requires a capable PDM application to prevent data corruption, file overwriting, lost file associations, and costly data errors. A PDMsystem also can help product developers automate workflow processes andboost productivity, resulting in faster product time-to-market, shorter development cycles, reduced development costs, and better product designs. PDMhas become a critical technology for all manufacturers using 3D CAD, sincesome degree of overlap does exist between PDM and PLM capabilities. Thedecision to take the additional step to a PLM system depends on the specificcharacteristics of your manufacturing organization. While a PDM system mayprovide a complete solution for some situations, other requirements may indicate the need for a PLM solution.Different manufacturers have different needsWhile product development organizations and manufacturers of all sizes benefitfrom PDM technology, a PLM system is more suited to large, global manufacturing concerns rather than small and midsize manufacturers. In fact, the datamanagement capabilities of PLM are available with a PDM system—at a substantially lower cost and with far less disruption—because PDM is a subset ofPLM. Typically, a PLM solution includes PDM software or PDM functionality, aswell as a range of other tools and processes, such as ERP (enterprise resourceplanning), SCM (supply chain management), CRM (customer relationship management), and ALM (application lifecycle management) systems.The scope and associated costs of a PLM system—and the fact that PDMprovides some PLM data management functionality—are the reasons why anassessment of your organization is crucial in determining whether to pursue aPLM strategy. Company size is an important decision factor for PLM. Usually,only large, global corporations have the resources to afford PLM and thebreadth of enterprise to justify it.When considering the requirements for PLM, you should take into accountthe amount of gross revenues and the number of employees, CAD users, andnon-CAD users who need access to product design data. All these factors willimpact the total cost, planning requirements, implementation time, IT infrastructure needs, degree of customization, and maintenance required to support aPLM installation.Furthermore, you should assess whether your company is effectively leveragingproduct design data to automate development processes, and if potential existsfor improving future efficiency. If you find that your company is not efficientlymanaging product design data, PDM might be a more practical first step beforefully committing to a PLM application.To determine if the potential benefits of PLM outweigh the cost, considerthese questions: Do you want to maximize efficiencies within existing processes, or are you more open to reengineering your entire enterprise?Do you see any existing opportunities for process reengineering? Is yourenterprise large enough to benefit from PLM? Your answers can help youdecide whether to begin with PDM tools before making the more sizableand resource-heavy commitment to a PLM system.P D M v s . P L M : I t A ll Sta r t s wit h P D M2

PLMSoftwarePDMSoftwarePLMSolutionMany of the capabilities of PLM areavailable with a PDM system—at asubstantially lower cost and with farless disruption—because PDM is asubset of PLM.Since a PLM solution includes PDM functionality, it can address mostof the data management needs of small and midsize manufacturers.PDM: the first step for mainstream manufacturersEven though some large, global corporations have enjoyed success withPLM implementations, the vast majority of mainstream manufacturers—primarily small and midsize companies—simply cannot afford and are notready for PLM. These companies will benefit more quickly and substantiallyfrom a PDM system.A single user can manage product design data with the built-inSolidWorks Explorer.Given the accelerating migration from 2D to 3D CAD, PDM meets a manufacturer’s most pressing design data technology needs. Before you can leverageproduct design data for PLM purposes, you must be able to find, configure, andmanage it—functionality that a PDM system provides.Implementing a PDM system is a more manageable, affordable step for mainstream manufacturers. By using 3D CAD data in conjunction with a PDM solution, you can improve fundamental product design and engineering processesthat support automated manufacturing, while increasing productivity at eachstage of your existing development process.P D M v s . P L M : I t A ll Sta r t s wit h P D M3

In addition to costing much less than PLM applications, PDM systems are fasterand easier to implement. Manufacturers can implement some PDM systemsin a single day or over a long weekend, while others can take several days.Unless customization services are required, any consulting fees associated withthe implementation are typically minimal. Conversely, PLM solutions can takemonths and even years to implement, and generally require lengthy, expensiveconsulting engagements.Engineering workgroups can manage product design data withSolidWorks Workgroup PDM.Mainstream manufacturers can accelerate their return on investment by firstacquiring a PDM solution to get their product design data in order. Trainingrequirements for PDM systems are generally less demanding than PLM systems, both in terms of training length and the number of employees involved.With a PDM solution, system administration is also simpler and less laborintensive. Make sure your PDM solution is scalable, and inquire about itscompatibility and interoperability with ERP and PLM systems.Larger organizations can use SolidWorks Enterprise PDM softwareto manage product design data.P D M v s . P L M : I t A ll Sta r t s wit h P D M4

PDM sets the foundation for future PLMImplementing a PDM system is amore manageable, affordable stepfor small and midsize mainstreammanufacturers. By using 3D CADdata in conjunction with a PDM solution, you can improve fundamentalproduct design and engineeringprocesses that support automatedmanufacturing.By making PDM your first step, you will set a solid data foundation. As yourcompany grows, you can build upon it with a PLM system, if needed. Most ofthe manufacturers that have realized success with PLM are global enterpriseswith multiple locations, large organizations, and replicable product data. PLMhas helped them to optimize processes across markets and countries throughthe reuse of design data, product components, tooling, logistics, and scheduling.Developing and manufacturing a new car model in another market using thesame chassis and tooling from a previous car design is one example of howa company can use a PLM system to leverage its PDM foundation.By implementing a PDM system, mainstream manufacturers can realize manyPLM system benefits almost immediately, and still have the option to growinto a PLM system later. In addition to providing secure management andcontrol of product design data, PDM systems can manage workflows, streamline operations, drive innovation, increase overall effectiveness, integrate certain systems, and accelerate time-to-market. A PDM solution can also facilitate design reuse. PDM not only enables manufacturers to classify, organize,and group design information for fast search and retrieval, but also to establish an automated process for channeling design data throughoutthe product development process.In addition, a PDM system can automatically capture a complete, accurate,and detailed audit trail—from start to finish—for every product, assembly, andcomponent that your product development organization creates. If you decideto adopt a PLM strategy, your company will need a solid PDM foundation toleverage product lifecycle information at the enterprise level.For many mainstream companies, a full-blown PLM solution is simply beyondtheir reach, in terms of both the resources required for implementation and thesize of the enterprise it can benefit. PLM will have broader application as technology advances, making the process simpler, faster, and more affordable. Byimplementing a PDM system, you can realize the efficiencies of effective datamanagement today, while laying the groundwork for a potential PLM deployment in the future.P D M v s . P L M : I t A ll Sta r t s wit h P D M5

SolidWorks Enterprise Management(SRM)DesignProductKnowledgeReuseBy implementing a PDM system,mainstream manufacturers canrealize many PLM system benefitsalmost immediately, and still have theoption to grow into a PLM ngConceptMarketInputRequirementsManagement &Systems EngineeringAfter-SalesServicesMaintenance& Asset gementProjectCollaborationPrototypingPLMSalesBCM &PlanningManagementManufacturingShipping &After-SalesBidding& urance& StandardsComplianceA PDM system represents the foundation of a product’s “digital backbone,” which a PLM system puts into effect throughout the enterprise.ConclusionAs the migration from 2D to 3D CAD systems continues to accelerate, manufacturing organizations need automated solutions for managing, utilizing, andleveraging 3D CAD design data. Unlike flat, distinct 2D data, 3D files containa variety of references, associations, and interrelationships that link them toother files, such as parts, drawings, bills of materials (BOMs), multiple configurations, assemblies, NC programming, and documentation. In the 3D world,engineers need a system for managing, preserving, and safeguarding theselinks to prevent data corruption, file overwriting, lost file associations, andcostly data errors.A product data management (PDM) system can help product developers automate workflow processes and boost productivity, resulting in faster producttime-to-market, shorter development cycles, reduced development costs, andbetter product designs. Today’s design engineering, product development, andmanufacturing organizations face the challenge of determining whether toimplement a PDM solution or a full-blown PLM system.P D M v s . P L M : I t A ll Sta r t s wit h P D M6

For the vast majority of mainstream manufacturers—primarily small and midsizecompanies—PDM is the fastest, most affordable, and most realistic choice. Adesign-focused technology, PDM increases efficiency within existing productdevelopment processes by improving the management of product design data.A full-blown PLM system is more suitable for large, global enterprises withmultiple locations, large organizations, and replicable product data. PLM is astrategic, process-focused approach that leverages PDM and other technologies to manage product lifecycles, while improving productivity throughout theconnected enterprise. Typically, PLM systems are more expensive, take longerto implement, and require greater levels of consulting services.Dassault Systèmes SolidWorks Corp.300 Baker AvenueConcord, MA 01742 USAPhone: 1 800 693 9000Outside the US: 1 978 371 5011Email: info@solidworks.comwww.solidworks.comSolidWorks is a registered trademark of Dassault Systèmes SolidWorks Corp. All other company and product names are trademarksor registered trademarks of their respective owners. 2008 Dassault Systèmes. All rights reserved SWWPDMPLMENG0408

PDM. vs. PLM: It All Starts with PDM. SUMMARY. Product data management (PDM) or product lifecycle management (PLM)–which system best fits the needs of your manufacturing organi-zation? Although both solutions rely on a solid PDM foundation, select-ing the right one from the many PDM and PLM systems available today can be challenging.

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