2. adaptivecorp.com
TOPICS
• Introduction
• Establishing the Foundation for Managing Design Intent
• Advanced Product Definition
• Collaborating with the Extended Enterprise
• Expanding PLM to Quality, Sales, and Marketing
• Modern IT Technology Foundation
• Closing
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PROVEN
EXPERTISE
One of Four Original Resellers
in Dassault Systèmes
channel (2006)
200+ Years of Collective
PLM Experience
STRONG
PARTNERSHIPS
Award-winning
“Premier Account” Program
400+ Successful Projects
COMPREHENSIVE
SOLUTIONS
“Digital to Physical” offering
Implementation, Training,
and Engineering Services
ITAR Compliant
THE ‘DIGITAL TO PHYSICAL’
Product Lifecycle Company
INTRODUCTION TO ADAPTIVE
500+ CUSTOMERS
4. adaptivecorp.com
KEY TAKEAWAYS
4
3DEXPERIENCE manages CAD structures as well as vaulting products like SOLIDWORKS PDM Professional
(EPDM), AutoDesk Vault, Teamcenter Engineering, etc.
Only 3DEXPERIENCE has the advanced bill-of-material and project management capabilities that
companies need to properly manage their numerous development projects for standard and/or custom products.
Only 3DEXPERIENCE can expand over time with advanced capabilities for quality management (CAPA),
requirements and configuration management, simulation process and data management, process planning, etc.
3DEXPERIENCE is not just for engineers ... it can be licensed for the entire organization to improve
collaboration between engineering and other functional roles.
3DEXPERIENCE is built upon the most modern, yet proven, PLM architecture in the industry with customers
that have been successful since the 1990s – spanning in size from 10 to 40,000+ users.
Adaptive is much more than a software reseller ... We are PLM consultants that want to be considered your
partner and not just a supplier.
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6. adaptivecorp.com
TOPICS
• Introduction
• Establishing the Foundation for Managing Design Intent
• Advanced Product Definition
• Collaborating with the Extended Enterprise
• Expanding PLM to Quality, Sales, and Marketing
• Modern IT Technology Foundation
• Closing
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PDM VS 3DEXPERIENCE FOR DESIGN MANAGEMENT
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The same team that develops EPDM also develops the 3DEXPERIENCE integration to SOLIDWORKS.
Some companies choose to integrate 3DEXPERIENCE to EPDM, but the best approach is to replace EPDM with 3DEXPERIENCE.
1. Match the SOLIDWORKS PDM
Pro and other CAD Vault user
experiences for managing
designs
2. Synchronization with EBOM to
accurately transfer design intent
to operations.
3. Traceability between design and
other product development
processes.
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COLLABORATIVE DESIGN MANAGEMENT
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Provide work-in-process product structure management for CAD users – SOLIDWORKS, CATIA, NX, AutoCAD, Inventor, Creo, Allegro, Mentor
Graphics, Zuken, etc.
Create private and public workspaces for organizing and sharing designs
Upload and download complex, multi-tiered, design hierarchies to/from 3DEXPERIENCE
Apply full revision and version control to all design models with workflow approvals
CAD geometry can be viewed by all 3DEXPERIENCE users
with the standard, entry-level license
Designers access the product structure directly from 3DEXPERIENCE with full knowledge of
whether designs are the latest or undergoing change
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LINKING DESIGN TO DOWNSTREAM OPERATIONS
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Manage multiple product development processes to form a complete virtual product definition
Enable multiple design engineering disciplines to
collaborate with each other and with their cross discipline
counterparts.
The structured design data is aggregated and
synchronized to the Engineering Bill-of-Material,
resulting in a complete top to bottom virtual product
definition.
The resulting virtual product structure evolves and is under
formal change control ensuring that the single, global,
“best so far” virtual product definition is updated and
always available to downstream operations in the
enterprise.
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SYNCHRONIZE CAD & BOM DATA TO AVOID COSTLY ERRORS
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Automate synchronization between designs and the BOMs.
Establish traceability from design intent through manufacturing
and service.
Shown functionality requires at least the Product Engineer (PDE) license for EBOM Management. Additional
licenses are required for MBOM Management and ERP integration depending on the scope of what is needed.
All users can review the BOM with the 3D viewer with the entry-level licensing.
11. adaptivecorp.com
ENGINEERING CHANGE PROCESS
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Flexible approaches to accommodate simple to comprehensive changes
Change Submission (Issue) – optional
Describes a problem or enhancement in generic terms; can be
submitted by any employee (non-technical)
Maintains the integrity of the original reported statement with
resolution traceability
Change Evaluation (CR) – optional
Used as a method to obtain a full assessment & feasibility of the change
Maintains authorization integrity with resolution implementation traceability
Change Orchestration & Implementation (CO/CA)
Change order: governance level implementation & execution method; Plans,
assigns and monitors the progress of the change across all impacted domains
Change Action: is the change execution vehicle for a domain; each technical
function is empowered to incorporate changes as necessary, obtain peer
validation and approval
Change
Action CA-
0001
Change
Action CA-
0002
Requirements
Document
Change
Action
CA-0003
Change Request
CR-0001
Change Order
CO-0001
Mechanical
Design
Manufacturing
Tooling
Issue
Upfront product planning data can also be included in
the change process for comprehensive governance
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INTEGRATION TO ERP
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Creates and updates ERP items, BOMs and
ECOs. Supports all available item, BOM and
ECO attributes including reference designators
and substitutes.
Supports both batch and real-time item import
Comparisons can be performed either between
the engineering BOM in 3DEXPERIENCE and
the manufacturing BOM in ERP.
Direct integration and/or messaging hub
connectors exist for all major ERP vendors.
3DEXPERIENCE defines the “engineering” BOM to aggregate “design intent” and then automatically synchronizes
the data to ERP for manufacturing
Most companies choose to automate the transfer of data to ERP when a Change
Order is completed, but this can also be done ad hoc as needed
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POWERFUL FULL TEXT AND 3D SEARCH
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Eliminate lost productivity due to poor reuse of existing IP
Users find content using full-text search
matching similar to Google
Quickly refine even the largest of result
sets with the “6WTags” (activated with
the “tag” icon)
“6WTags” generates an ad hoc
“classification taxonomy” for the result
set that can be easily narrowed down by
selecting specific values
Note that 3D Search of CAD geometry
requires EXALEAD OnePart, which is
an add-on license
Integrates to 3rd party CAD catalogs
Full-text search is a standard capability of all 3DEXPERIENCE licenses.
14. adaptivecorp.com
TOPICS
• Introduction
• Establishing the Foundation for Managing Design Intent
• Advanced Product Definition
• Collaborating with the Extended Enterprise
• Expanding PLM to Quality, Sales, and Marketing
• Modern IT Technology Foundation
• Closing
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“DESIGN-IN” MATERIALS COMPLIANCE TO ENSURE
MARKET AVAILABILITY
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Validate materials compliancy of standard and custom products.
Comply with ELV, RoHS, Packaging, REACH, and Conflict Minerals.
Improve accuracy of the supplier material declaration process with Web-based data entry.
Web portal connects suppliers to the design
process (alternative is to just import supplier
declaration from Excel or PDF form)
Supplier declarations are accepted and
used to calculate the materials compliance
for custom and standard products based on
the latest design updates.
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SYSTEMS ENGINEERING
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Requirements
definition
Functional
architecture design
Logical architecture
design
• Mechanical system design
• Electrical & fluid schematics
• Control software design
Physical design
• Product management or
contractual line items provide
requirements input
• Determine product functions
to fulfill requirements
• Use CAD and Part
specifications to define how
the function and behavior are
actually delivered
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MANAGE SIMULATIONS TO VALIDATE PRODUCT CONCEPTS
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Parameters derived from requirements with more and
more detail as needed
Used for downstream systems engineering and
simulations
Simulation data and repeatable simulation processes
are managed to promote best practices
Simulation Process
Automation
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MANUFACTURING PLANNING
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Simulate plant manufacturing instructions / routings
Describe the necessary manufacturing transformation
steps and detail all corresponding routings and operations.
These routings and manufacturing operations can be
balanced across the product line by optimizing the
workload and resource utilization.
All along the definition phase the user can immediately
check and validate these manufacturing process plans by
stepping through the complete fabrication sequence and
directly visualizing the corresponding product buildup in 3D
including related tooling and resources.
These plans can then be leveraged by downstream
stakeholders, minimizing rework as they enrich the plan
from concept to execution.
19. adaptivecorp.com
TOPICS
• Introduction
• Establishing the Foundation for Managing Design Intent
• Advanced Product Definition
• Collaborating with the Extended Enterprise
• Expanding PLM to Quality, Sales, and Marketing
• Modern IT Technology Foundation
• Closing
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SIMPLIFY PROJECT TASK REPORTING
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Real-time updates of project status as
deliverables are completed
Manual collection of project
information
Put project management capabilities in the context of users to
reduce wasted effort and improve experience
Reduce reliance on manual collection of status by directly
connecting to “deliverables” managed in the project
Project schedule can be authored in MS Project and then uploaded
to 3DEXPERIENCE for project execution
User experience is exactly like MS Project with the added values of:
Traceability to the work being performed
Collaborative environment for all project members to share
information with one another
Ability to manage complex engineering files in addition to simpler
Office documents.
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REAL-TIME PROJECT MANAGEMENT GOVERNANCE
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Access and update project management information without leaving commonly used software tools
Project Data Accessible from CATIA V6 or Outlook
Project Tasks and
Deliverables
Project Reference
Specifications
Project Schedule Embedded in 3DEXPERIENCE for Real-time Updates
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PROJECT TEMPLATES
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Insitutionalize processes with standard project phases, gates, milestones, resource plans, and budgets to improve
predictability and results
Define project schedule templates
Task dependencies with slack time
Constraint types and dates
Gate/milestone criteria (go/nogo)
Mandatory and optional tasks
Project questionnaire filters out unnecessary tasks
during project creation
Define folder hierarchies for managing project content
with access controls by project role
Establish default project resource planning templates by
phase and standard resource rates
Define default budget cost categories and items structure
to enforce company budget standards
Suggested Resources
Suggested Schedule
23. adaptivecorp.com
INCLUDE NON-ENGINEERS FOR OPTIMIZED
COLLABORATION
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The “Casual” license provides entry level users all
3DEXPERIENCE collaboration, search and basic document
management capabilities, but with a time limit of 40 hours per
month.
Very low-cost allows companies to license employees from all
functional roles that collaborate with engineers and designers
and add more advanced capabilities over time.
Typical cost for entry level users in between $500-550
depending on volume purchased.
My 3DEXPERIENCE implementation has
been a huge success for the R&D teams.
How can I economically include
hundreds of non-R&D users so they
can access product data and
contribute to the product development
process?
24. adaptivecorp.com
DOCUMENT COLLABORATION W/ THE EXTENDED
ENTERPRISE
24
Secure, structured, virtual workplace enable collaboration for cross-functional, multi-organizational and
geographically dispersed teams potentially including suppliers and customers
Workspaces are organized with a folder structure that can have
different security access assigned depending on the content
Workspaces can contain any content – CAD, CAE, work
instructions, technical illustrations, documents, etc.
Create dedicated workspaces for projects, specific suppliers or customers, etc. –
templates can be used to promote a standard folder structure for distributing data.
25. adaptivecorp.com
DOCUMENT MANAGEMENT FROM MS WINDOWS DESKTOP
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3DEXPERIENCE-managed documents are available directly from the Microsoft Windows application environment
Capture Outlook e-mails as managed documents.
Browse 3DEXPERIENCE projects, workspaces, etc. as if they are Windows folders.
Lock and unlock documents for edit control.
Review metadata associated with the managed documents.
Available from Windows Explorer and all Office applications.
26. adaptivecorp.com
USING MS OFFICE 365 W/ 3DEXPERIENCE
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Create documents in MS Office 365 (cloud-based SharePoint) and
cross-reference them to 3DEXPERIENCE-managed items
Copy references between the two systems using
Windows Explorer
Benefit from Office 365’s co-authoring capability while still making the document available in the context of
3DEXPERIENCE product development processes
27. adaptivecorp.com
MANAGING REVIEWS AND AD HOC TASKS
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Routes are used for workflow review processes
Consolidated view of all Route Task information
New Route Tasks graphical display
New “Collaborative Tasks” app allows users to simply prioritize and
collaborate on work to be done
Easily track Tasks that are being worked and that are complete – also
integrates to Microsoft Outlook
Workflow, electronic approvals, and task management is a standard capability of all 3DEXPERIENCE licenses.
28. adaptivecorp.com
TOPICS
• Introduction
• Establishing the Foundation for Managing Design Intent
• Advanced Product Definition
• Collaborating with the Extended Enterprise
• Expanding PLM to Quality, Sales, and Marketing
• Modern IT Technology Foundation
• Closing
28
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“CLOSED LOOP” QUALITY RESOLUTION
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Resolve quality issues and implement CAPAs as part of the overall product engineering process
Identify production non-conformances
or in-service complaints
Execute the CAPA process to investigate the root cause and implement
product changes as needed
Link the CAPA to the CR/CO process for
traceability to product engineering
Shown functionality requires the Quality Manager (QUM) license
30. adaptivecorp.com
SUCCESSFULLY MEET CUSTOMER NEEDS W/ TRACEABLE
REQUIREMENTS MANAGEMENT
30
How can sales, the customer, and R&D share ideas amongst
each other to define product development requirements?
Challenge
Requirements can also be extracted from MS Word or MS
Excel, or entered directly into 3DEXPERIENCE
Collaborative communities for ideation between
Sales, the customer, and R&D.
31. adaptivecorp.com
COORDINATE SALES AND PRODUCT ENGINEERING W/
COMMON CONFIGURATION RULES
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x
x x x
x
Rules AND, OR, NOT, =>,
Decide what features & options to offer to market for each product:
What geographies will the product be offered in?
What personalization can product offer, Color, black and white?
etc.
Each product line can define its own set of configuration features and rules.
Product managers can optionally specify which features or rules are “Mandatory”.
Publish configuration rules from ENOVIA to downstream consumer/sales use cases.
Allocate requirements to
features to establish “voice
of customer” traceability to
product development
Standard Products
“Build-to-market”
Custom Products
ETO / CTO
Marketing Spec
Contract
Must accommodate
winter weather
Must withstand
temp. down to -30oF’
Must handle wind
gusts up to 50 MPH
Product Ajax1000A
Feature A
Feature B
Feature C
Feature D
Product Line Ajax
Model Ajax1000
X
Upfront Processes to Plan Development
32. adaptivecorp.com
TOPICS
• Introduction
• Establishing the Foundation for Managing Design Intent
• Advanced Product Definition
• Collaborating with the Extended Enterprise
• Expanding PLM to Quality, Sales, and Marketing
• Modern IT Technology Foundation
• Closing
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MODERN IT INFRASTRUCTURE
33
Openness
Data Exchange & Openness
• Software
OSLC, Microsoft Visual Studio, Eclipse …
• Electronics
IPC, ECAD, IDF …
• Mechanical CAD
xCAD Connectors & Convertors
• Modeling and Simulation
Modelica, Simulink …
Deployment Flexibility Mobile
Platform Support
• Windows 8
• iOS
• Android
Available via …
• public, multi-tenant “cloud”
• private network deployment of
the “cloud” stack
• on-premises
• perpetual or subscription
licensing for all options
Big Data
MONITOR
FEDERATE
Latest UX Technologies 3DPlay
34. adaptivecorp.com
CONTENT REPLICATION
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Improve end user file download and upload times by providing local access to
files without compromising security or ease of administration
A: Application Server
D: Database Server
F: File Server
I: Index Server
D
A
F
“Central”
Server
I
F
In this diagram, users in Asia benefit from improved file transfer performance to/from a remote file server.
Central application server keeps track of where the latest file version is
Files can be replicated only when requested from a site that does not have the latest version, or the
replication can be “pushed” so all sites have the latest version of a file.
Web clients “re-direct” to most appropriate
Web server to eliminate file transfers across
WAN
Enables large implementations to benefit
from a single centralized meta-model while
having the advantages of local file check-
in/out performance
35. adaptivecorp.com
ADVANCED SECURITY FOR SENSITIVE PRODUCT DATA
35
Security rules and classifications determined by Export
Control and IP Protection officers
Determine data access according to citizenship, security
level, skills
Workflows for exception and license handling
Avoid exposure to export control fines and/or
disclosing confidential information to competitors
36. adaptivecorp.com
Connectors
CSV Data Extractions
Autodesk Vault
Oracle Agile
EMC Documentum
DS ENOVIA V6
IBM FileNet
Informatica
Jalios
OpenText Content Server 10 & Live Link 9
Lotus Notes
SalesForce.com
Microsoft Sharepoint
ENOVIA Smarteam
Solidworks ePDM
WebSphere Portal and IBM WCM
Microsoft Exchange
HDFS
Teamcenter
Pro/Intralink and Windchill
SAP
EXALEAD OnePart Connects Enterprise Systems
OnePart federates multiple data sources with an index via data connectors – a non-intrusive
approach that respects native system security
Browser-based access
No CAD license required
User can get to source data from
legacy system via assigned license
Index data only
Index includes metadata, file
content, and CAD geometry
for shape matching
Native data stays in place
CAD Indexing
3D Systèmes STL
3D XML
AutoCAD
CATIA V4, V5, and 3DEXPERIENCE
IFC
IGES
Intergraph Microstation
Inventor
JT
NX
Pro/ENGINEER and Creo
Solid Edge
SOLIDWORKS
STEP
37. adaptivecorp.com
METRICS REPORTS ON APPLICATION DATA
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Graphical summary reports exist for most 3DEXPERIENCE applications to visually summarize and
aggregate corresponding data
Project Metrics Engineering Metrics
• These dashboards are built with the Highcharts API, which can be directly
licensed from Highcharts to create new dashboards as needed.
• The dashboards are presenting real-time data – when users select a chart
element, a list of the represented data can be directly accessed.
Collaboration Metrics
38. adaptivecorp.com
DASHBOARDS FOR ALL PLM AND ENTERPRISE DATA
38
The 3DEXPERIENCE PLM solution provides each user with a “dashboard” front-end to easily access all
licensed applications AND provide access to other enterprise data
Licensed Application Dashboard Enterprise Data Dashboard
• Dashboards can be pre-defined by administrators and pushed to users and/or defined as
needed by end-users.
• To integrate to the enterprise data, many customers use EXALEAD OnePart to create these
views and update them dynamically. However, any integration that provides a CSV data
stream can be used to generate these dashboards.
39. adaptivecorp.com
CONFIGURABLE DATA TABLES W/ EXCEL EXPORT
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Users can define their own queries to retrieve any data of
interest, or access any of the pre-defined reports in the
system.
The data columns displayed in any data table can be
modified as needed by end users.
The new table view can be saved for future use and even
made the default display for a particular user.
Result sets can be sorted and/or filtered directly in the user
interface or exported to Excel for further analysis.
40. adaptivecorp.com
TOPICS
• Introduction
• Establishing the Foundation for Managing Design Intent
• Advanced Product Definition
• Collaborating with the Extended Enterprise
• Expanding PLM to Quality, Sales, and Marketing
• Modern IT Technology Foundation
• Closing
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2018 ANNUAL CUSTOMER
CONFERENCE
The Abbey Resort on Lake Geneva
Fontana, WI
http://www.theabbeyresort.com/
June 11-13, 2018
43. adaptivecorp.com
3DEXPERIENCE WORKSHOPS &
ROADMAP SESSIONS
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The 3DEXPERIENCE solution is
constantly evolving and expanding,
as is our customer’s business.
The 3DEXPERIENCE Roadmapping service
ensures that Adaptive is always able to match the latest
3DEXPERIENCE offering to our customer’s unique needs.
Typically provided biannually to:
• Share the latest 3DEXPERIENCE enhancements
with the customer.
• Share other offerings Adaptive has to get more out
of the customer’s 3DEXPERIENCE investment.
• Learn about the latest customer initiatives
and challenges.
• Make adjustments to the 3DEXPERIENCE rollout
and expansion as needed.
