The document discusses PTC's integrated approach for managing technical documentation and service information for configure-to-order products. It highlights challenges with technical documentation timelines, accessing service information from different systems, and documentation not reflecting product configurations. The solution presented is PTC's Service and Parts Information solutions which provide an end-to-end single system for managing product structures, documentation, illustrations from CAD, and delivering technical content. Benefits include increasing service efficiency and profitability through improved access to up-to-date service information.

1. PTC SERVICE AND PARTS
INFORMATION SOLUTION :
INTEGRATED APPROACH
FOR CONFIGURE TO ORDER
PRODUCTS
Emilio Braghieri
Principal Technical Sales Specialist, PTC

2. 2
AGENDA
1. PTC Service Transformation
2. Configure to Order Products : Technical
Communication Challanges
3. PTC Service and Parts Information
Solutions
4. Q&A

3. 3
PTC SERVICE TRANSFORMATION

4. 44
PLATFORM
BRIDGE THE DIGITAL AND PHYSICAL WORLDS
SOLUTIONS
CAD PLM ALM SLM
IoT &
ANALYTICS
AUGMENTED
REALITY
Proven capabilities and services that solve specific business issues
Technology toolkit that shortens time-to-value for any IoT or AR project
IoT

5. 5
PTC SERVICE TRANSFORMATION – CONNECTING THE SERVICE
INFORMATION
Service Information
Create, Manage, Deliver, and Advise
Service Parts
Revenue Optimization
Service Event
Management & Execution
Field Service Management
Augmented RealityDigital TwinAnalytics
Smart, Connected Service for Smart, Connected Products
PTC Service
Network
Management
PTC Service Parts
Management
PTC Service
Parts
Pricing
PTC Service
Knowledge and
Diagnostics
PTC Service &
Parts
Information
Connected & Predictive Applications
In process - Release dates TBD
Connected
Diagnostics
Digital Twin for
Service
Connected SPM Remote Service Predictive
ServiceConnected Field Service

6. 6
CONFIGURE TO ORDER PRODUCTS:
BUSINESS CHALLANGES FOR
TECHNICAL COMMUNICATION

7. 7
CONFIGURE TO ORDER PRODUCTS
It is a method of manufacturing which allows the customer, to choose a base
product at the moment of ordering and then configure all the variable
parameters associated with that product from defined options.
Based on these selections, configurable items on each order typically generates
the unique product configuration based on various features and options.

8. 8
CONFIGURABLE STRUCTURE
F1.300.200.G
F3.300.211.B
F3.300.238.F
Product Upper Structure Manage high level functional product structures
Navigation clustering
 high level navigation node for product/ subsystem
 to manage key information about the navigation node (targets,
responsibilities, etc.) or location
Function clustering
 Representation of a function or sub-function for a vehicle
 Each end node has at least one implementation (Variant or
module) of the function to satisfy the function
Manage Implementation of the targets
Variant clustering
 A solution to support the function or a function choice
Design implementation
 A modular design solution to meet the requirement
Product Lower Structure

9. 9
PRODUCT DEVELOPMENT PROCESS LANDSCAPE

10. 10
PDM/PLM ERP CCMS
PRODUCT LIFECYCLE BOM TRANSFORMATION

11. 11
CONFIGURE TO ORDER: TECHNICAL COMMUNICATION
CHALLENGES
• Technical Documentation Time to Market: Sequential approach, TD
starts at the very end
• Difficult access to Service Information : Service Information Stored in
different Systems, Engineering Data, Configurations, Service
BOM,Paper, Web…
• Technical Documentation doesn’t reflect the product configuration
• Content Reuse
Training &
eLearning
Operation,
Maintenance
& Repair
Customer
Support &
Self-Help
Liability and
Compliance
Assembly &
Shipment
Parts
Identification
& Sales

12. 12
CONFIGURE TO ORDER: TECHNICAL COMMUNICATION
CHALLENGES
• Engineering Change impact analysis and Change Management
• Product Down time
• As Maintained BOM Management
• New Service Approaches: AR, IoT, Servitization

13. 13
PTC SERVICE AND PARTS INFORMATION
SOLUTIONS

14. 1414
CREATE MANAGE DELIVER
PTC TECHNICAL & SERVICE PARTS INFORMATION
sBOM and
Parts Catalogs
3D Illustration
and Animation
Other Content
eBOM
2D Illustration
XML Topic
Make/Model/SN range
System/sub-system
Options and variants
Information type
Language variants
Other Content/PDM
Published
Documents
Context-Based Content and Translation
Management
CAD
Editor/Styler
IsoDraw
Illustrate
Service Parts
Service Information Manager
InService
Publishing Engine
PDF
XML
PDF
XML
Electronic
Content Delivery
AR /VR
PTC ThingWorx Studio
END TO END FROM ENGINEERING TO SERVICE

15. 1515
WHAT DATA OBJECTS CAN BE MANAGED BY WINDCHILL?
• Single system for:
– Mechanical
– Electrical
– Software
– Documentation
– Manage highly complex product structures and its
variations
• Openness to authoring systems and downstream
data management
• Part Classification & library management
• Part Management
– Part typing
– Configurable part number/version schemes
A Single Source of Product Data
History & Versions of
Components &
Documents
Lifecycles Baselines
Alternates &
Substitutes
Rules for
Options &
Variability

16. 16
STRUCTURED – COMPONENT BASED AUTHORING
Re-Usable Topics
Illustrations
Operation Instructions
Service Procedures
+
Stylesheets
Editor
Technical
Bulletins
User and
Maintenance
Manuals
X
Web

17. 17
CAD 3D Design
Disassembly Sequence
3D Animation for Interactive Service &
Training
2D Views for Page-Based Publishing
CAD DRIVEN TECHNICAL ILLUSTRATIONS

18. 18
DOCUMENT-CENTRIC VS. PRODUCT CENTRIC
Illustrated
Parts Catalog
Operator /
Repair Manual
Service Bulletin
Self Help /
eLearning
Document-Centric Information Management Product centric Management
Braking
Exhaust
Engine 4.0
Spare Parts List –
880J Brake Sections
Illustrations -
880J Brake Sections
Operating Procedures -
880J Brake Sections
Service Procedures –
880J Brake Sections
[OTHER}
Engine 6.0
4 Wheel Drive2 Wheel Drive Warm Climate

19. 19
BILL OF MATERIALS AND PRODUCT STRUCTURE
E-BOM Information Structure
Crankshaft Assembly
Piston Assembly
Pin
Crankshaft
Piston
Retaining Clip
Upper C_Ring
Oil Ring
Upper C_Ring
Connecting Rod Asm
Connecting Rod
Rod Cap
Bolt
Nut
Rod Cap
Crankshaft
Crankshaft Group
Piston Rod Group
Piston
Piston 0.5 mm
Ring Set
Ring Set 0.5mm
Con Rod Group
Hardware Kit
Bolt
Nut
Connecting Rod
S-BOM
Brake System
Main Brakes
Parking Brake
Drivetrain
Transmission
2 Wheel Drive
4 Wheel Drive
Engine
Valve Systems
Camshaft
Piston Rod
Operating Procedures
Parts List
Illustrations
FUNCTIONAL BREAKDOWN SYSTEM BREAKDOWN

20. 20
BRINGING THE GAP BETWEEN ENGINEERING AND TECHNICAL
COMMUNICATION
Inefficient, manual transfer of information
(drain on engineering resources)
Time consuming and significant graphical editing
required after export from design tools
Design changes when communicated require
manual updates to publications (often complete
rework)
Tech Pubs process is delayed until all designs are
complete in order to avoid changes
Publications not updated to reflect current product
Insufficient data exchange
Disconnected processes
for creation and revision
GAP
Revision
Start
Approval
Completed
Timeline
Timewasted
Documentation
Process
Start
Approval
Completed
Product
deliverable
Timetomarketfailed
Timeline
Revision
Design
Process

21. 21
FROM SEQUENTIAL TO CUNCURRENT TECHNICAL
COMMUNICATION PROCESS
Sequential
Process
Detailed Design
Manufacturing
Time Saving
Cuncurrent
Process
Service
Delivery
Spare Parts and
Technical
Documentation
Associative
Change
Management
Product Lifecycle

22. 22
PTC SERVICE AND PARTS INFORMATION BENEFITS
…to ENTERPRISE
– Increase company & service profit
– Ensure customer value
– Increase service efficiency
…to SERVICE ORGANIZATION
– Improve revenue for service parts
– Increase technician productivity
– End-to-end single source of truth
– Reduce turnaround times
…to CUSTOMER
– Faster service resolution times
– Higher equipment uptime and productivity
– Increased customer satisfaction through product performance

23. 23
Q&A