This solution from BWIR helps in workflow automation and saves effort, time and money for your organisation in the crucial area of data inconsistency and errors. BWIR presented this valuable solution at SWW2012 in a hands-on demo session to the SWX community. Reach me on tc.jagan@gmail.com for more details.

1. Doc-Ref Validation Add-In for EPDM
Kishore Garakipati Ragu Thulasiraman
PLM Pre-Sales & Solutions Manager Sr. Manager – Engineering Services

2. Agenda
 What is Doc-Ref Validation?
 What is the Business Need? Why Doc-Ref Validation?
 Business Benefits
 Doc-Ref Validation Module - Configuration Set-up
 Doc-Ref Validation Module – Working Scenario
 Example Demonstration – Live, Hands-On
 Driving Return on Investment (ROI)
 PDM Pro+ Services Add-In - Special Features
 Q & A Session

3. What is Doc-Ref Validation?
 Interactive, admin-configurable and custom built Add-In
aimed at extending the functionality of EPDM workflows.
 Designed to “Manage and Control" the lifecycle status of
a document (parent) and also the documents (child)
referenced based on the configured rules.
 A design checkpoint module, a document VALIDATOR and a
productivity improvement Add-In

4. Why Doc-Ref Validation?
 Customer Voice: Business Need
 "I would like to prevent our staff from releasing drawings until
the part or assembly has been released"
- SolidWorks EPDM Engineer from Australia
 "How can we prevent a Parent-document being promoted
ahead of a Child-document"
- SolidWorks EPDM Engineer from USA

5. Business Benefits
 Doc-Ref Validation Add-In provides an enhanced control over
the document lifecycles, improves efficiency & aims at waste
reduction by
 Saves time & effort associated with non-value-added design tasks
like data corrections, retransmit and re-fixing and re-work tasks
 Reduction of errors & wastage in downstream functions like
procurement and manufacturing.
― ex: Reduction of data qualification/ document review timelines & processes
― ex: Reduction of scrap (material waste in production due to document mismatch)
 Enforcing control over the design/document lifecycle (release)
processes with a proper conduct.

6. Doc-Ref Validation - Configuration
When to apply the control…!!
For what parent doc types…!!
What are the control logics…!!
Designed to “Manage and Control" the lifecycle status of a document (parent) and also
the documents (child) referenced based on the configured rules.

7. Doc-Ref Validation – Scenario1
Users should not be able to release the SW assembly model or (SW drawing) until and unless all its
referenced SW parts are first released in the engineering lifecycle processes.

8. Doc-Ref Validation – Scenario2
Users should not be able to release the SW assembly model or (SW drawing) until and unless all its
referenced SW parts are first released in the engineering lifecycle processes.

9. Doc-Ref Validation – Scenario3
Users should not be able to release the SW assembly model or (SW drawing) until and unless all its
referenced SW parts are first released in the engineering lifecycle processes.

10. Doc-Ref Validation – How it Works?
In this scenario, SW-100203 assembly cannot be “Approved” unless it’s referenced parts SW-201780 & SW-
201805 are released in the workflow or if not in transition to the “Approved” workflow state

11. Doc-Ref Validation – Scenario4

12. Demonstration - Live
 Live Demo & Hands-ON….!!!!

13. Driving Return On Investment (ROI)
 Areas of ROI base lining Business Benefits
 Engineering Cost Savings - calculated as a percentage savings of
engineering costs
 Product Manufacturing Cost Savings - calculated based on a per-
unit cost reduction

14. Driving Return On Investment (ROI)
 Sample ROI Chart
Disclaimer: The ROI shown above is only for demonstration purpose and will vary on case to case basis

15. Pro+ Doc-Ref Validation Add-In - Special Features
 Admin configurable and interactive Add-in.
 Can be configured for any number of conditions with different
combinations.
 The reference documents can be of any file type.
 The reference documents can be of any number.
 The workflows definition can be same or different for parent & its
reference documents
 Control on lifecycle of a document based on pre-defined settings
(either state or variable) applied to one (or more) of its referenced
documents.

16. Q & A ….