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Collaboration, Information and Decision-making are corner-stones for any Manufacturing Industry to respond to challenges. Profitability is always under threat in a challenging situation. Decisions made by team based on input information, in a timely manner, help mitigate customer issues and meet aggressive schedules.

Role of PDM/ PLM in an Organization

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Challenges Faced by Indian Industry

  • Bringing Innovative Products to Market Faster
  • Input Cost Pressure & Profitability Threats
  • Quality Issues & Timely Resolution
  • Product Reliability


Every Quarter, Statutory Audit is undertaken in many companies, as a part of Compliance Verification and Remedial Measures. It is a known fact that Teams are mobilized to meet Audit ‘Requirements.’ This results in loss of productivity and missing of timelines on planned activity, with direct bearing on aforesaid Challenges. Why should Teams spend unproductive hours creating/ updating records of activities if the same could have been done as a part of an automated process? This activity is typically performed post facto as a part of fulfilment process and not necessarily compliance. In changing business dynamics, every day compliance is a necessity to meet stated Challenges.

Critical Priorities of Indian Industries

  • Protection of Intellectual Property
  • Creation & Management of Knowledge
  • Automation of Workflow & Paperless Manufacturing
  • Manage Customer Requirement
  • Manage Product Documents
  • Control Document Versions & Revisions
  • Unification of Project Data

In order to assure profitability, every activity in an organization should be driven by THREE DRIVERS – Cost, Time & Quality. Continuous Process Improvement should be measured on these THREE DRIVERS. For this to happen, DATA needs to be there in re-usable form for interpretation and improvement.

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PDM/ PLM Requirements Checklist

Any successful deployment and usage of a PDM/PLM is dependent on four parameters, namely,.

  • Capability of the PDM/PLM Framework
  • Implementation Vision & Roadmap
  • Ease of Use, Adaptability & Adoptability
  • Experience of the Implementation Partner

Numerous implementations have faced challenges on account of one or more of the above factors.

Following checklist, drawn out of experience, can help arrive at decision on choice of PDM/PLM and an Implementation Partner. Due diligence on this checklist, a priori, is bound to help achieve a pleasant and successful implementation experience. Functional Requirement Required?
1Data Security
2Workflow Automation
3Automatic Notification
4Engineering Change Management
5Document Revision/ Version Management
6Data Re-Use
7Project Management Integration
8Enquiry Management Integration
9Bill-of-Materials Management
10ERP/MRP Integration
11Statutory / Standards Compliance
12Rights Management

Clear understanding of Current Status and Processes are essential before implementation is initiated. Implementation partner needs to be engaged on the Requirements and detailed Scope Document preparation from the beginning since buy-in on the proposed system is vital for success.

PDM/ PLM Software Selection Criteria

In order to satisfy functional requirements of the organization, PDM/ PLM Software are deployed using

  • Out-of-the-Box capabilities (standard functions)
  • Configurable settings
  • Customizable functions.

While Out-of-the-box capabilities and configurable settings are easier to deploy, customizable functions require sophisticated programming. This is done by accomplished Implementation partners with advanced skill sets in PDM/PLM programming experience. Necessarily, development of customizable functions take time and effort, not to mention the associated cost.

Typically, customizable functions are to be kept under 10% of total functions. This ensures faster Go-Live, less effort in upgrades, when new versions of PDM/PLM are released, and lower over-all cost of ownership. This approach also reduces dependence on external consultants to maintain the PDM/PLM system once implementation is completed.

Checklist for PDM/ PLM Software Selection Functional Criteria Priority (Critical/Essential/Desirable)
1Ease of Use
2GUI Based Workflow Configurator
3GUI Based Rights Management Tool
4Configurable Integrated File Pre-Viewer
5API Functionality
6ERP Integrator / Connector
72D / 3D CAD/ MS Office Tools Integration
8Project Management Tool Integrator
9GUI based Administration Panel
10Product Configuration Tool
11BOM Management Tool
12Batch Processing Tool for Automation of User functions
13GUI Based Rights Management
14Item Configuration Tool
15File Management Functions
16Template Driven Processes/ Documents
17Search (Keywords and Container based)
18Life Cycle Status Management
19File/ Item Data Card Editor
20File Type Configurator
21Documentation for Use & API
22Configurable User Interface
23Print Management Tool
24Audit Report Configuration Tool
25Rule Based Tool for Numbering Schema
26Data Back Up/ Replication Tool
27Multi-Site Configurator
28Integration with popular RDBMS
29Email Notification Management Tool
303rd Party Viewer / Tool Integrator
31Data Migration Tool

Prioritization of Prioritization of the functional criteria in terms of Criticality, Essentiality and Desirability depends on their impact on Cost, Time and Quality of Product / Processes. Detailed activity for each functionality needs to be documented by the Company and should form the basis of engagement with Implementation partners. This is a necessity to avoid prolonged delays during implementation phase.


PDM/ PLM Implementation and Successful usage depends on Four Key Parameters:

  • Usability & Functionality
  • Clear enumeration of Scope of Work with buy-in from experienced Implementation partner
  • Shortest Learning Curve and Deployment
  • Documentation of all activities including User Training Manual, Administrator Training Manual, Customization / Configuration and Minutes of Meeting

Successful implemeSuccessful implementations have always had the collaboration of IT and Engineering members working together as a critical task force team, with the willingness to change, in alignment with Management growth objectives.

About EGS India

Since 1993, EGS India has been providing Design Engineering Services and Software Solutions to Engineering Industries in India and Rest-of-the-World. Best-in-class practices and processes have been established for Customers worldwide by EGS implementation team. EGS India has been associated with Dassault Systemes SolidWorks Corporation, USA and helping customers in deploying PDM solutions for varied Industrial Segments.

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Authorized SolidWorks PDM Implementation Partner in India:

EGS Computers India Pvt. Ltd.

Locations: Chennai, Coimbatore, Trichy, India

(Product Design & Development Engineering Consultants since 1993)

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