Windchill Options & Variants Roadmap. Dirk Luwaert Digital Transformation Architect Discrete Manufacturing

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1 Windchill Options & Variants Roadmap Dirk Luwaert Digital Transformation Architect Discrete Manufacturing

2 Challenges in Discrete Manufacturing Driven by the link between your customers and the products that you sell

3 WHY WE NEED BETTER VARIANT MANAGEMENT Customers Customization Outcome based Shorter product lifecycle Margin shift to services Demand for Agility!!! Product Management Product Development Manufacturing & Service Products

4 Number of Products in an Order IMPACTED ON BUSINESS MODEL Many Assemble-To-Stock Products fully designed with identified options ERP plans productions of pre-defined options Assemble-To-Order Products fully designed with identified options Orders configured and processed by ERP Configure-To-Order Products fully designed with rules that allow creation of custom parts Each order configured & validated by PLM using rules established by Engineering Engineer-To-Order Significant custom engineering added to generic product Each order validated by Engineering and PLM One Low Amount of Order-Specific Custom Engineering High

5 The value Associative BOM s Move Manufacturing Process Definition from ERP to PLM

.. Resources CAD Design ebom Manufacturing Engineers create and restructure mboms to meet manufacturing needs Work Center Skills Process

6 UNIFY: SINGLE SYSTEM FOR DESIGN AND PLANNING Engineering creates design information mbom Builds Op 010 Op 010 Op 020 Op 025 Op 020 Op 025 Op 030 Op 030 Bill of Process Op 040 Op 040 Illustrations Part List Visuals Resource List Plants mbom Tooling Lines... Resources CAD Design ebom Manufacturing Engineers create and restructure mboms to meet manufacturing needs Work Center Skills Process Material Then develop detailed Process Plans based on design information Work Instructions Automatically generate shop floor work-instructions from the Bill-of-Process

7 MANAGE PROCESS PLAN CHANGES

8 The value of Variant Management Differentiate Sales (CRM) and Technical configuration (PLM)

9 PLATFORM SOLUTION AS-IS in many CTO/ETO Discrete Manufacturing companies Product Configurator Configurable MBOM Product Data Changes PLM Changes ERP Push MBOM Sales Engineers MRP Data Module EBOM s & Drawings Possibly unsynced Module MBOM s Module MBOM s & Drawings Changes Design Engineers Manufacturing Engineers

10 CTO APPROACH PLATFORM Complete Platform Product is divided into building blocks Common module interfaces Interchangeable modular variants

11 PTC GLOBAL PLATFORMS ELEMENT: ARCHITECTURE PLATFORM ARCHITECTURE PTC s solution helps deliver tailored products by employing a configurable platform architecture Architecture of a configurable product in Windchill 12

12 PTC GLOBAL PLATFORMS ELEMENT: MODULES MODULES PTC s solution improves product development reusing components and modules Module, with its Variants definition 13

13 PTC GLOBAL PLATFORMS ELEMENT: CONTROLS CONTROLS PTC s solution reduces time to market with options and choices driven by business rules Create New Controls (Options and Choices) Platform Options and Choices Rule New Choices 14

14 PTC GLOBAL PLATFORMS ELEMENTS: CONFIGURATIONS CONFIGURATIONS PTC s solution accelerates product innovation by managing rapid configuration creation Create a Configuration in Windchill Select choices for a Variant Configuration. Choices are validated against stored rules New product variant in Windchill 15

15 COLLABORATIVE DESIGN PROCESS Concept Product Architecture Top Level A B C Develop Structure Top Level A C B a b c Create CAD models Top Level A B C D Create CAD a b c A.asm A-Skel a.prt b.asm 1.prt Detailed Product Definition Top Level A B c a b d 1 A.asm B A-Skel a.prt b.asm c d 1.prt C D D.asm 001 D-Skel.prt E prt E.asm 002.prt 003.prt 16

ShifterProduct (BOM) Definition PN R22T PN R35T PN R22T Brakes Product Management (with Sales/Marketing) PN SM

16 CTO 2 STEP APPROACH Option Set with rules Variant Specifications Configurable Product (150% BOM) Generated Product Variant Product Rules Product Configuration Tires Product Variant PN 60Bk PN 80 Bk PN 60Bk PN 110 Bk ShifterProduct (BOM) Definition PN R22T PN R35T PN R22T Brakes Product Management (with Sales/Marketing) PN SM CB PN MD CB PN LG CB Cassette PN 3.5L EU PN 3.5L NA PN 4.0L AL Product Development (R&D and Production) PN SM CB PN 3.5L EU

17 PLATFORM SOLUTION Platform for ETO/CTO with synced Configurations and BOM s Customer Sales Configurator Sync Option Set Configuration Changes Product Data PLM ERP MRP Data Changes Configurable EBOM + MBOM (Sync) Synced Module MBOM s

CONCEPT Product configuration process for CTO/ETO 2 Upon Product Release, Sync Available Option Sets Customer Sales Configurator Take sales orders here 3 1 Develop Platformbased

18 CONCEPT Product configuration process for CTO/ETO 2 Upon Product Release, Sync Available Option Sets Customer Sales Configurator Take sales orders here 3 1 Develop Platformbased Product Design Pass Sales Order Inputs to ERP 3 PLM Option List Pass Sales Order Inputs to PLM 3 Sales Order ERP MBOM MBOM 4 Generate MBOM (optionally ETO activities) Release MBOM 5

19 Option Logic Managing and mapping

20 Configuration Region Application Configuration Region Application RSA Longhaul EU AUS RSA Traction Longhaul Distribution Options Options Comfort Packages Seat Options Comfort Packages Seat Options Attributes Comfort Luxury Heated Memory Seat Attributes Basic Comfort Luxury Heated AC-Seat Memory Seat C o n s t r a i n t s C o n s t r a i n t s OPTION POOL & OPTION SET DEFINITION Option Pool Group 1 Option 1 Choice 1 Choice 2 Single selection: Defines if 1 or multiple choices are available for selection within this option Required: Defines if choice is required in filter & variant specification definition Option 2 Choice 3 Rule 1 Choice 4 Group 1 Option 1 Effectivity Optionset settings Choice 1 Option Set Choice 2 Rule 2 (local) Option 2 Rule 1 Choice 4 21

21 Windchill O&V Functionality

22 MAPPING WINDCHILL TO SAP VARIANT CONFIGURATOR Windchill SAP Option Set Class 300 Option Choice Group Configurable Part Characteristic Value inside a Characteristic Option Group Material Type KMAT Collapsible Part Class 200 Collapsible Component Assigned Option Set Local Rule (Include, Exclude, Enable) Assigned choices for BOM Items, Operations and Resource. Class Item for the BOM Class 300 allocation to Material Classification View Local Dependency of type Constraint Local object dependency at BOM item, class item and Routing. PTC CONFIDENTIAL FORWARD LOOKING INFORMATION SUBJECT TO CHANGE 29

23 LOADING VARIANT SPECIFICATIONS SPREADSHEET EXAMPLE Variant Specification Definition Top Level Configurable Product Config Specs Part & Rule Config Spec Options & Choices for each variant spec Variant Specifications Define Part & Rule Config Spec details in these tabs 30

24 Thank you

PLM Transformation in Developing Markets

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