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In recent years, I have assisted several companies in defining their PLM strategy. The good news is that these companies are talking first about a PLM strategy and not immediately about a PLM system selection.

In addition, a PLM strategy should not be defined in isolation but rather as an integral part of a broader business strategy. One of my favorite one-liners is:

“Are we implementing the past, or are we implementing the future?”

When companies implement the past, it feels like they modernize their current ways of working with new technology and capabilities. The new environment is more straightforward to explain to everybody in the company, and even the topic of migration can be addressed as migration might be manageable.

Note: Migration should always be considered – the elephant in the room.

I wrote about Migration Migraine in two posts earlier this year, one describing the basics and the second describing the lessons learned and the path to a digital future.

Implementing PLM now should be part of your business strategy.

Threats coming from different types of competitors, necessary sustainability-related regulations (e.g., CSRD reporting), and, on the positive side, new opportunities are coming (e.g., Product as a Service), all requiring your company to be adaptable to changes in products, services and even business models.

Suppose your company wants to benefit from concepts like the Digital Twin and AI. In that case, it needs a data-driven infrastructure—

Digital Twins do not run on documents, and algorithms need reliable data.

Digital Transformation in the PLM domain means combining Coordinated and Connected working methods. In other words, you need to build an infrastructure based on Systems of Record and Systems of Engagement. Followers of my blog should be familiar with these terms.

 

PLM is not an R&D and Engineering solution
(any more)

One of the biggest misconceptions still made is that PLM is implemented by a single system mainly used by R&D and Engineering. These disciplines are considered the traditional creators of product data—a logical assumption at the time when PLM was more of a silo, Managing Projects with CAD and BOM data.

However, this misconception frames many discussions towards discussions about what is the best system for my discipline, more or less strengthening the silos in an organization. Being able to break the silos is one of the technical capabilities digitization brings.

Business and IT architecture are closely related. Perhaps you have heard about Conway’s law (from 1967):

 

“Any organization that designs a system (defined broadly) will produce a design whose structure is a copy of the organization’s communication structure.”

This means that if you plan to implement or improve a PLM infrastructure without considering an organizational change, you will be locked again into your traditional ways of working – the coordinated approach, which is reflected on the left side of the image (click on it to enlarge it).

An organizational change impacts middle management, a significant category we often neglect. There is the C-level vision and the voice of the end user. Middle management has to connect them and still feel their jobs are not at risk. I wrote about it some years ago: The Middle Management Dilemma.

 

How do we adapt the business?

The biggest challenge of a business transformation is that it starts with the WHY and should be understood and supported at all organizational levels.

If there is no clear vision for change but a continuous push to be more efficient, your company is at risk!

For over 60 years, companies have been used to working in a coordinated approach, from paper-based to electronic deliverables.

  • How do you motivate your organization to move in a relatively unknown direction?
  • Who in your organization are the people who can build a digital vision and Strategy?

These two questions are fundamental, and you cannot outsource ownership of it.

People in the transformation teams need to be digitally skilled (not geeks), communicators (storytellers), and, very importantly, connected to the business.

Often, the candidates come from the existing business units where they have proven skills. The challenging part is educating them and making them available for this mission.

Digital transformation is not a side job.

Education can come from the outside world. Making people available to work on the new digital infrastructure is a management decision and their sense of priority.

 

How to get external support?

If you are connected to the PLM world like me, a lot of information is available. In academic papers, projects and in particular on LinkedIn currently, there is an overflow of architectural debates:

Recently, I participated in the discussions below:

 

The challenge with these articles is that they are for insiders and far from shareable with business people. There is always a discussion, as we are all learning to match theory with reality. For example,Prof. Dr. Jörg W. Fischer introduced the Information Architecture as a missing link. You can read his recent post here and the quote below to get interested:

All of these methods focus either on Data Architecture or Business Architecture. And the blind spot? I am convinced that an essential layer between the two is missing. We at STZ-RIM Reshape Information Management call this Information Architecture.

Still, we remain in the expert domain, which a limited group of people understands. We need to connect to the business. Where can we find more education from the business side?

The reaction below in one of the discussions says it all, in my opinion:

 

Starting from the business

What I have learned from my discussions with the management is:

  • Don’t mention PLM – you will be cornered in the R&D / Engineering frame.
  • Don’t explain their problems, and tell them that you have the solution (on PowerPoint)
  • Create curiosity about topics that are relevant to the business – What if …?
  • Use storytelling to imagine a future state – Spare the details.
  • Build trust and confidence that you are not selling a product. Let the company discover their needs as it is their transformation.

The diagram below, presented by Yousef Hooshmand during the PLM Roadmap/PDT Europe 2023 conference in Paris, describes it all:

It will be a continuous iterative process where, starting from business values and objectives, an implementation step is analyzed, how it fits in the PLM landscape and ultimately, how measures and actions guide the implementation of the tools and technology.

It is important to stress that this is not the guidance for a system implementation; it is the guidance for a digital transformation journey. Therefore, the message in the middle of the image is: Long-term Executive Commitment!

 

In addition, I want to point to articles and blogs written by Jan Bosch. Jan is an Executive, professor and consultant with more than 20 years of experience in large-scale software R&D management and business.

Although our worlds do not intersect yet, the management of mechanical products and software is different; his principles fit better and better with a modern data-driven organization. Often, I feel we are fighting the same battle to coach companies in their business transformation.

In the context of this article, I recommend reviewing the BAPO model coming from the software world.

BAPO stands for Business, Architecture, Process and Organization. As the diagram below indicates, you should start from the business, defining the needs for the architecture and then the preferred ways of working. Finally, the organization has to be established in accordance with the processes.

Often, companies use the OPAB approach, which makes them feel more comfortable (Conway’s Law). For further reading in this context, I recommend the following posts from Jan Bosch:

 

Business and technology

I want to conclude by discussing ways to connect business and technology as you need both.

First, I want to point to an example that we presented in the Federated PLM interest group on LinkedIn. Although the discussion initially focused on technical capabilities, we concluded by connecting them to business transformational needs. The diagram below is our characteristic image used to explain the interaction between Systems of Record (the vertical pillars) and the Systems of Engagement (the horizontal bars – modularity).

Have a look at the business discussion below:

 

Next, the diagram below comes from a 2017 McKinsey whitepaper: Toward an integrated technology operating model. Here, the authors describe how a company can move toward an integrated technology operating model using both coordinated and connected technologies.

They do not mention PLM; they have a business focus, and it is important to mention a company can work in different modes. This is an organizational choice, but don’t let people work in two modes,

 

Conclusion

With this post, I hope I moved the focus from technology and tools to an understandable business focus. Even within my 1500 words, there is much more to say, and this makes our (PLM) mission so complex and interesting. Let me know where you can connect.

We, the PLM Green Global Alliance, started our first interviews with PLM-related software vendors two years ago in 2022 with SAP, and recently, we revisited them for a much broader interview.

The initial interview in 2022 focused on companies getting pushed by legislation related to plastic packaging and how they could collect and analyze their product data.

Now, two years later, we discussed a much broader scope, including the Circular Economy and even Circular Manufacturing in the automotive industry. You can read and listen to this interview following this link: The PGGA talking again with SAP on Sustainability.

However, as it is claimed that almost eighty percent of the environmental impact of a product is defined and decided during its design phase, we were eager to learn from the primary PLM vendors what they have observed.

 

PTC

We were fortunate to talk again with Dave Duncan,  VP Sustainability at PTC, who had just returned from a three-month tour in Europe, talking with 200 manufacturers in 21 different locations and having deep discussions to understand the market and their customer’s needs.

You could follow his movements through Europe on LinkedIn and his posting from the Munich workshop was fascinating. Besides meeting customers, there were also PTC partners like MakerSite, aPriori, and Transition Technologies PSC. All three companies have recently contributed to our PGGA series related to Sustainability.

Together with Dave, we spoke again with James Norman, who is responsible for driving PTC’s solutions and strategy for the digital and Sustainability transformation. He helped us make the connection between what’s happening in the field and what PTC is considering.

When listening to the interview, you will observe that in the PLM domain, so much has changed in the past two years.

Enjoy the 36 minutes of the interview and listen to what Dave has learned from the field, as reflected by James, on how PTC is addressing Sustainability.


Slides shown during the interview combined with additional company information can be found HERE.

 

What we have learned

  •  The Corporate Sustainability Reporting Directive (CSRD) has forced companies to address Sustainability and the need for the digitalization of their processes (the digital thread)
  • For Sustainability impact, do not focus just on the component properties; identify hot-spots when analyzing analyzing the impact of the product on the product level.
  • As the OEM often only assembles the final product, the environmental impact is defined upstream in the supply chain.
  • Modularity and Systems Thinking are crucial methodologies for implementing a Circular Economy.
  • If you only consider the cradle-to-gate part of a product’s lifecycle, you might miss the big picture entirely. Even worse, you might implement design changes in the name of sustainability that result in outcomes far less sustainable than the original design. It’s crucial to look at the entire Product Service System/lifecycle to truly understand a product’s environmental impact
  • We did not talk about Digital Twins and AI this time. Implementing a connected Digital Thread is, at this moment, the highest priority.

 

Want to learn more?

 

Conclusion

I enjoyed the dialogue with Dave and James and the progress we all have made towards understanding what is needed to ensure a sustainable future for our planet. So much has changed in two years.

PLM plays a crucial role in the discussion of a circular economy, the need for modularity, and sustainability reporting. All of these elements require a digital infrastructure related to the products we manufacture or use.

In addition, I was impressed by Dave’s pragmatic approach, who was in the hot spots of European manufacturing companies to understand their needs instead of telling them about their should-be dreams.

 

 

Two weeks ago, I shared my first post about PDM/PLM migration challenges on LinkedIn: How to avoid Migration Migraine – part 1. Most of the content discussed was about data migrations.

Starting from moving data stored in relational databases to modern object-oriented environments – the technology upgrade. But also the challenges a company can have when merging different data siloes (CAD & BOM related) into a single PLM backbone to extend the support of product data beyond engineering.

Luckily, the post generated a lot of reactions and feedback through LinkedIn and personal interactions last week.

The amount of interaction illustrated the relevance of the topic for people; they recognized the elephant in the room, too.

 

Working with a partner

Data migrations and consolidation are typically not part of a company’s core business, so it is crucial to find the right partner for a migration project. The challenge with migrations is that there is potentially a lot to do technically, but only your staff can assess the quality and value of migrations.

Therefore, when planning a migration, make sure you work on it iteratively with an experienced partner who can provide a set of tools and best practices. Often, vendors or service partners have migration tools that still need to be tuned to your As-Is and To-Be environment.

To get an impression of what a PLM service partner can do and which topics or tools are relevant in the context of mid-market PLM, you can watch this xLM webinar on YouTube. So make sure you select a partner who is familiar with your PDM/PLM infrastructure and who has the experience to assess complexity.

 

Migration lessons learned

In my PLM coaching career I have seen many migrations. In the early days they were more related to technology upgrades, consolidation of data and system replacements. Nowadays the challenges are more related to become more data-driven. Here are 5 lessons that I learned in the past twenty years:

  1. A fixed price for the migration can be a significant risk as the quality of the data and the result are hard to comprehend upfront. In case of a fixed price, either you would pay for the moon (taking all the risk), or your service partner would lose a lot of money. In a sustainable business model, there should be no losers.
  2. Start (even now) with checking and fixing your data quality. For example, when you are aware of a mismatch between CAD assemblies and BOM data, analyze and fix discrepancies even before the migration.
  3. One immediate action to take when moving from CAD assemblies to BOM structures is to check or fill the properties in the CAD system to support a smooth transition. Filling properties might be a temporary action, as later, when becoming more data-driven, some of these properties, e.g., material properties or manufacturer part numbers, should not be maintained in the CAD system anymore. However, they might help migration tools to extract a richer dataset.
  4. Focus on implementing an environment ready for the future. Don’t let your past data quality compromise complexity. In such a case, learn to live with legacy issues that will be fixed only when needed. A 100 % matching migration is not likely to happen because the source data might also be incorrect, even after further analysis.
  5. The product should probably not be configured in the CAD environment, even because the CAD tool allows it. I had this experience with SolidWorks in the past. PDM became the enemy because the users managed all configuration options in the assembly files, making it hard to use it on the BOM or Product level (the connected digital thread).

 

 The future is data-driven

In addition, these migration discussions made me aware again that so many companies are still in the early phases of creating a unified PLM infrastructure in their company and implementing the coordinated approach – an observation I shared in my report on the PDSFORUM 2024 conference.

Due to sustainability-related regulations and the need to understand product behavior in the field (Digital Twin / Product As A Service), becoming data-driven is an unavoidable target in the near future. Implementing a connected digital thread is crucial to remaining competitive and sustainable in business.

However, the first step is to gain insights about the available data (formats and systems) and its quality. Therefore, implementing a coordinated PLM backbone should immediately contain activities to improve data quality and implement a data governance policy to avoid upcoming migration issues.

Data-driven environments, the Systems of Engagement, bring the most value when connected through a digital thread with the Systems of Record (PLM. ERP and others), therefore,  design your processes, even current ones, user-centric, data-centric and build for change (see Yousef Hooshmand‘s story in this post – also image below).

 

The data-driven Future is not a migration.

The last part of this article will focus on what I believe is a future PLM architecture for companies. To be more precise, it is not only a PLM architecture anymore. It should become a business architecture based on connected platforms (the systems of record) and inter-platform connected value streams (the systems of engagement).

The discussion is ongoing, and from the technical and business side, I recommend reading Prof Dr. Jorg Fischer’s recent articles, for example. The Crisis of Digitalization – Why We All Must Change Our Mindset! or The MBOM is the Steering Wheel of the Digital Supply Chain! A lot of academic work has been done in the context of TeamCenter and SAP.

Also, Martin Eigner recently described in The Constant Conflict Between PLM and ERP a potential digital future of enterprise within the constraints of existing legacy systems.

In my terminology, they are describing a hybrid enterprise dominated by major Systems of Record complemented by Systems of Engagement to support optimized digital value streams.

Whereas Oleg Shilovitsky, coming from the System of Engagement side with OpenBOM, describes the potential technologies to build a digital enterprise as you can read from one of his recent posts: How to Unlock the Future of Manufacturing by Opening PLM/ERP to Connect Processes and Optimize Decision Support.

All three thought leaders talk about the potential of connected aspects in a future enterprise. For those interested in the details there is a lot to learn and understand.

For the sake of the migration story I stay out of the details. However interesting to mention, they also do not mention data migration—is it the elephant in the room?

I believe moving from a coordinated enterprise to a integrated (coordinated and connected) enterprise is not a migration, as we are no longer talking about a single system that serves the whole enterprise.

The future of a digital enterprise is a federated environment where existing systems need to become more data-driven, and additional collaboration environments will have their internally connected capabilities to support value streams.

With this in mind you can understand the 2017 McKinsey article– Our insights/toward an integrated technology operating model – the leading image below:

And when it comes to realization of such a concept, I have described the Heliple-2 project a few times before as an example of such an environment, where the target is to have a connection between the two layers through standardized interfaces, starting from OSLC. Or visit the Heliple Federated PLM LinkedIn group.

Data architecture and governance are crucial.

The image above generalizes the federated PLM concept and illustrates the two different systems connected through data bridges. As data must flow between the two sides without human intervention, the chosen architecture must be well-defined.

Here, I want to use a famous quote from Youssef Housmand’s paper From a Monolithic PLM Landscape to a Federated Domain and Data Mesh. Click on the image to listen to the Share PLM podcast with Yousef.

From a Single Source of Truth towards a principle of the Nearest Source of Truth based on a Single Source of Change

  • If you agree with this quote, you have a future mindset of federated PLM.
  • If you still advocate the Single Source of Truth, you are still in the Monolithic PLM phase.

It’s not a problem if you are aware that the next step should be federated and you are not ready yet.

However, in particular, environmental regulations and sustainability initiatives can only be performed in data-driven, federated environments. Think about the European Green Deal with its upcoming Ecodesign for Sustainable Products Directive (ESPR), which demands digital traceability of products, their environmental impact, and reuse /recycle options, expressed in the Digital Product Passport.

Reporting, Greenhouse Gas Reporting and ESG reporting are becoming more and more mandatory for companies, either by regulations or by the customers. Only a data-driven connected infrastructure can deal with this efficiently. Sustaira, a company we interviewed with the PLM Green Global Alliance last year, delivers such a connected infrastructure.

Read the challenges they meet in their blog post:  Is inaccurate sustainability data holding you back?

Finally, to perform Life Cycle Assessments for design options or Life Cycle Analyses for operational products, you need connections to data sources in real-time. The virtual design twin or the digital twin in operation does not run on documents.

 

Conclusion

Data migration and consolidation to modern systems is probably a painful and challenging process. However, the good news is that with the right mindset to continue and with a focus on data quality and governance, the next step to a integrated coordinated and connected enterprise will not be that painful. It can be an evolutionary process, as the McKinsey article describes it.

Our recent interviews this year with aPriori and SAP were with companies that had less of a focus on the traditional product design process and more of a focus on the (circular) manufacturing process. In these interviews the importance of working with connected data was discussed in a shared (digital) thread.

This time, we, Mark Reisig and Jos Voskuil, were excited to talk with Siemens, not only a well-known PLM vendor but also a manufacturer of products and, therefore, having a close understanding of what is needed and can be achieved with their software solutions.

Siemens

As Siemens is such a broad enterprise; we were happy to speak with Ryan R. Rochelle, who focuses on Sustainable Production, Sustainable Manufacturing and Sustainable Industry within Siemens . In the interview we discussed the importance of digital twins and the feedback loops between design and manufacturing. Despite some flaws in the network connection, we are happy to share an informative interview.

Enjoy listening and watching the next 33 minutes, talking with Ryan Rochelle.

You can download the images shown during the interview HERE

 

What I have learned

  • Like all PLM vendors in this domain, Siemens talks about the importance of a circular economy and the need for digital threads and digital twins, confirming the need for all of us to invest in the  digitization of the product lifecycle.
  • Siemens is in a unique position as both the industrial user and software provider of its PLM suite, therefore having a unique feedback loop on the usability and applicability of its software in its industry.
  • In the area of sustainability, they learn from both customers and internal customers. They are customer zero. Here, they observe shifting in engineering activities to the left” to optimize processes, supply chain and manufacturing earlier . (<<PGGA>>: which aligns with our aPriori and Makersite interviews).
  • Siemens, SiGreen’s solution is an example of this unique position, being  be able to track the carbon footprint of products across the supply chain.

Want to learn more


Conclusion

We have been discussing the relationship between PLM and sustainability with relevant software vendors for over two years now. As we saw initially in 2022, a few companies were exploring the possibilities.

Now, with further regulations and advanced software capabilities, companies are starting to implement new capabilities to make their product development process and products more sustainable. Siemens, as a software provider and an industrial user of its tools, is leading this journey—is it time for your company to step up, too?

 

Our first PGGA interview with PLM-related software vendors was two years ago with SAP. At that time, Sustainability became more visible in corporate strategies, and regulations were imminent.

This time, Klaus Brettschneider and I want to learn what has happened related to Sustainability. Is there visible progress in their organizations and customer base? And what is hot now?

And we were positively surprised by a conversation going in many directions.

SAP

The interview was again with Darren West. Darren is the product expert for SAP’s Circular Economy solutions and this time, Stephan Fester supported him. Stephan is co-leading the SAP Global Circular Manufacturing Practice and, therefore, is well-connected to the field. Last year, in particular, working in discrete manufacturing and discussing circular manufacturing.

Thanks to the expertise of our guests, the discussion went in various directions, with circularity as the central theme.

We discussed the progress of the Responsible Design & Production module that was just launched two years ago. We discussed the Green Ledger and Carbon Accounting, of course, in the context of circular manufacturing.

But also, we discussed the Digital Product Passport. Catena-X, what is it, and what is it targeting?

We also discussed how to deal with the scarcity of materials and materials harvesting.   The interview could not be complete without mentioning AI.

Enjoy the 35-minute interview with Darren and Stephan on our YouTube channel.

The slides shown in this recording can be found here: PGGA talking again with SAP.

 

What we have learned

  • Regulations heavily push SAP customers and require adequate reporting tools, not only for finance and material use but also for sustainability KPIs
  • The Responsible Design & Production module launched two years ago is already in use with 60+ customers, showing the importance of having data-driven decision support for plastic packaging – to be extended to the product. Of course, as a PLM community, we are interested in understanding the next steps toward the product.
  • The insights from Stephan Fester on circular manufacturing can be a logical evolution of the linear product process, as Stephan’s image shows.
  • Great insights on Catena-X as an independent network for data sharing in the global network

 

Want to learn more?

Events and Shows:

Websites:

 

Conclusion

It was a great discussion with a company that is quite active in supporting its customers on a sustainable journey. The journey is complex and has many aspects, as Darren and Stephan shared in this dialogue. The good news is that SAP’s customers are actively implementing measures and processes – going circular is happening!

 

Join the PDSFORUM next month and join me to get inspired an participate in a Think Thank session on day 2 related to designing more sustainable products. Will we meet there?

 

Last week, I participated in the annual 3DEXPERIENCE User Conference, organized by the ENOVIA and NETVIBES brands. With approximately 250 attendees, the 2-day conference on the High-Tech Campus in Eindhoven was fully booked.

My PDM/PLM career started in 1990 in Eindhoven.

First, I spent a significant part of my school life there, and later, I became a physics teacher in Eindhoven. Then, I got infected by CAD and data management, discovering SmarTeam, and the rest is history.

As I wrote in my last year’s post, the 3DEXPERIENCE conference always feels like a reunion, as I have worked most of my time in the SmarTeam, ENOVIA, and 3DEXPERIENCE Eco-system.

 

Innovation Drivers in the Generative Economy

Stephane Declee and Morgan Zimmerman kicked off the conference with their keynote, talking about the business theme for 2024: the Generative Economy. Where the initial focus was on the Experience Economy and emotion, the Generative Economy includes Sustainability. It is a clever move as the word Sustainability, like Digital Transformation, has become such a generic term. The Generative Economy clearly explains that the aim is to be sustainable for the planet.

Stephane and Morgan talked about the importance of the virtual twin, which is different from digital twins. A virtual twin typically refers to a broader concept that encompasses not only the physical characteristics and behavior of an object or system but also its environment, interactions, and context within a virtual or simulated world. Virtual Twins are crucial to developing sustainable solutions.

Morgan concluded the session by describing the characteristics of the data-driven 3DEXPERIENCE platform and its AI fundamentals, illustrating all the facets of the mix of a System of Record (traditional PLM) and Systems of Record (MODSIM).

 

3DEXPERIENCE for All at automation.eXpress

Daniel Schöpf, CEO and founder of automation.eXpress GmbH, gave a passionate story about why, for his business, the 3DEXPERIENCE platform is the only environment for product development, collaboration and sales.

Automation.eXpress is a young but typical Engineering To Order company building special machinery and services in dedicated projects, which means that every project, from sales to delivery, requires a lot of communication.

For that reason, Daniel insisted all employees to communicate using the 3DEXPERIENCE platform on the cloud. So, there are no separate emails, chats, or other siloed systems.

Everyone should work connected to the project and the product as they need to deliver projects as efficiently and fast as possible.

Daniel made this decision based on his 20 years of experience in traditional ways of working—the coordinated approach. Now, starting from scratch in a new company without a legacy, Daniel chose the connected approach, an ideal fit for his organization, and using the cloud solution as a scalable solution, an essential criterium for a startup company.

My conclusion is that this example shows the unique situation of an inspired leader with 20 years of experience in this business who does not choose ways of working from the past but starts a new company in the same industry, but now based on a modern platform approach instead of individual traditional tools.

 

 

Augment Me Through Innovative Technology

Dr. Cara Antoine gave an inspiring keynote based on her own life experience and lessons learned from working in various industries, a major oil & gas company and major high-tech hardware and software brands. Currently, she is an EVP and the Chief Technology, Innovation & Portfolio Officer at Capgemini.

She explained how a life-threatening infection that caused blindness in one of her eyes inspired her to find ways to augment herself to keep on functioning.

With that, she drew a parallel with humanity, who continuously have been augmenting themselves from the prehistoric day to now at an ever-increasing speed of change.

The current augmentation is the digital revolution. Digital technology is coming, and you need to be prepared to survive – it is Innovate of Abdicate.

Dr. Cara continued expressing the need to invest in innovation (me: it was not better in the past 😉 ) – and, of course, with an economic purpose; however, it should go hand in hand with social progress (gender diversity) and creating a sustainable planet (innovation is needed here).

Besides the focus on innovation drivers, Dr. Cara always connected her message to personal interaction. Her recently published book Make it Personal describes the importance of personal interaction, even if the topics can be very technical or complex.

I read the book with great pleasure, and it was one of the cornerstones of the panel discussion next.

 

It is all about people…

It might be strange to have a session like this in an ENOVIA/NETVIBES User Conference; however, it is another illustration that we are not just talking about technology and tools.

I was happy to introduce and moderate this panel discussion,also using the iconic Share PLM image,  which is close to my heart.

The panelists, Dr. Cara Antoine, Daniel Schöpf, and Florens Wolters, each actively led transformational initiatives with their companies.

We discussed questions related to culture, personal leadership and involvement and concluded with many insights, including “Create chemistry, identify a passion, empower diversity, and make a connection as it could make/break your relationship, were discussed.

 

And it is about processes.

Another trend I discovered is that cloud-based business platforms, like the 3DEXERIENCE platform, switch the focus from discussing functions and features in tools to establishing platform-based environments, where the focus is more on data-driven and connected processes.

Some examples:

Data Driven Quality at Suzlon Energy Ltd.

Florens Wolters, who also participated in the panel discussion “It is all about people ..” explained how he took the lead to reimagine the Sulon Energy Quality Management System using the 3DEXPERIENCE platform and ENOVIA from a disconnected, fragmented, document-driven Quality Management System with many findings in 2020 to a fully integrated data-driven management system with zero findings in 2023.

It is an illustration that a modern data-driven approach in a connected environment brings higher value to the organization as all stakeholders in the addressed solution work within an integrated, real-time environment. No time is wasted to search for related information.

Of course, there is the organizational change management needed to convince people not to work in their favorite siloes system, which might be dedicated to the job, but not designed for a connected future.

The image to the left was also a part of the “It is all about people”- session.

 

Enterprise Virtual Twin at Renault Group

The presentation of Renault was also an exciting surprise. Last year, they shared the scope of the Renaulution project at the conference (see also my post: The week after the 3DEXPERIENCE conference 2023).

Here, Renault mentioned that they would start using the 3DEXPERIENCE platform as an enterprise business platform instead of a traditional engineering tool.

Their presentation today, which was related to their Engineering Virtual Twin, was an example of that. Instead of using their document-based SCR (Système de Conception Renault – the Renault Design System) with over 1000 documents describing processes connected to over a hundred KPI, they have been modeling their whole business architecture and processes in UAF using a Systems of System Approach.

The image above shows Franck Gana, Renault’s engineering – transformation chief officer, explaining the approach. We could write an entire article about the details of how, again, the 3DEXPERIENCE platform can be used to provide a real-time virtual twin of the actual business processes, ensuring everyone is working on the same referential.

 

Bringing Business Collaboration to the Next Level with Business Experiences

To conclude this section about the shifting focus toward people and processes instead of system features, Alizée Meissonnier Aubin and Antoine Gravot introduced a new offering from 3DS, the marketplace for Business Experiences.


According to the HBR article, workers switch an average of 1200 times per day between applications, leading to 9 % of their time reorienting themselves after toggling.

1200 is a high number and a plea for working in a collaboration platform instead of siloed systems (the Systems of Engagement, in my terminology – data-driven, real-time connected). The story has been told before by Daniel Schöpf, Florens Wolters and Franck Gana, who shared the benefits of working in a connected collaboration environment.

The announced marketplace will be a place where customers can download Business Experiences.

There is was more ….

There were several engaging presentations and workshops during the conference. But, as we reach 1500 words, I will mention just two of them, which I hope to come back to in a later post with more detail.

  • Delivering Sustainable & Eco Design with the 3DS LCA Solution

    Valentin Tofana from Comau, an Italian multinational company in the automation and committed to more sustainable products. In the last context Valentin   shared his experiences and lessons learned starting to use the 3DS LifeCycle Assessment tools on the 3DEXPERIENCE platform.
    This session gave such a clear overview that we will come back with the PLM Green Global Alliance in a separate interview.
  • Beyond PLM. Productivity is the Key to Sustainable Business
    Neerav MEHTA from L&T Energy Hydrocarbon demonstrated how they currently have implemented a virtual twin of the plant, allowing everyone to navigate, collaborate and explore all activities related to the plant.I was promoting this concept in 2013 also for Oil & Gas EPC companies, at that time, an immense performance and integration challenge. (PLM for all industries) Now, ten years later, thanks to the capabilities of the 3DEXPERIENCE platform, it has become a workable reality. Impressive.

 

Conclusion

Again, I learned a lot during these days, seeing the architecture of the 3DEXPERIENCE platform growing (image below). In addition, more and more companies are shifting their focus to real-time collaboration processes in the cloud on a connected platform. Their testimonies illustrate that to be sustainable in business, you have to augment yourself with digital.

Note: Dassault Systemes did not cover any of the cost for me attending this conference. I picked the topics close to my heart and got encouraged by all the conversations I had.

 

This post shares our second interview this year in the PLM Global Green Alliance series, where we talked with PLM-related software vendors and their activities related to Sustainability. Last year, we spoke mainly with the more traditional PLM vendors, but this year, we started with Makersite, a company specialized in Product Lifecycle Intelligence supporting sustainability analysis.

And now we are happy to talk this time with Mark Rushton,  Senior Product Marketing Manager and Ryan Flavelle, Associate Product Owner, both at aPriori Technologies. For my PGGA partner Mark Reisig and me, it was an interesting discussion in a domain where the focus was not on product design at the time.

 

aPriori

aPriori, according to their website, focuses on Digital Manufacturing, digitizing the entire manufacturing process, from design to production, and therefore able to asses environmental impact in a reliable manner.

It was an informative dialogue. Watch the 35-minute discussion here and learn how aPriori uniquely digitizes the manufacturing processes to support Sustainability.

Slides shown during the interview combined with additional company information can be found HERE.

 

What we have learned

  • aPriori’s customers have pushed the company to provide faster and digital sustainability insights in their manufacturing processes, illustrating that companies are really acting to understand their environmental impact. To measure is to know.
  • In this interview, we saw the concepts of the digital twin of manufacturing processes and the digital twin of a plant.
  • aPriori uniquely starts their impact analysis based on the 3d CAD geometry, being more accurate than what most LCA tools do, a BOM-based assessment,

Want to learn more?

Here are some links to the topics discussed in our meeting:

 

Conclusions

When it comes to sustainability in action, you need to be able measure and understand your environmental impact. Where traditional PLM activities focus on the design phase, there is also a lot to learn during the manufacturing phase. aPriori is doing this on a unique manner, not just based on BOM-analysis. In addition companies like aPriori have already a longer term experience with the virtual twin for manufacturing, originally used for cost and manufacturability analysis. Now extended to sustainability and their customers are working on it.

Next week more about the 3DEXPERIENCE conference – did I see you there?

 

 

 

 

 

We are happy to start the year with the next round of the PLM Global Green Alliances (PGGA) series: PLM and Sustainability. This year, we will speak with some new companies, and we will also revisit some of our previous guests to learn about their progress.

Where we talked with Aras,  Autodesk, CIMdata,  Dassault Systèmes, PTC, SAP, Sustaira and Transition Technologies PSC, there are still a lot of software companies with an exciting portfolio related to sustainability.

Therefore, we are happy to talk this time with  Makersite, a company whose AI-powered Product Lifecycle Intelligence software, according to their home page, brings together your cost, environment, compliance, and risk data in one place to make smarter, greener decisions powered by the deepest understanding of your supply chain. Let’s explore

Makersite

We were lucky to have a stimulating discussion with Neil D’Souza, Makersite’s CEO and founder, who was active in the field of sustainability for almost twenty years, even before it became a cool (or disputed) profession.

It was an exciting dialogue where we enjoyed realistic answers without all the buzzwords and marketing terms often used in the new domain of sustainability. Enjoy the 39 minutes of interaction below:

 

Slides shown during the interview combined with additional company information can be found HERE.

 

What we have learned

  • Makersite’s mission, to enable manufacturers to make better products, faster, initially applied to economic parameters, can be easily extended with sustainability parameters.The power of Makersite is that it connects to enterprise systems and sources using AI, Machine Learning and algorithms to support reporting views on compliance, sustainability, costs and risk.
  • Compliance and sustainability are the areas where I see a significant need for companies to invest. It is not a revolutionary business change but an extension of scope.We discussed this in the context of the stage-gate process, where sustainability parameters should be added at each gate.
  • Neil has an exciting podcast, Five Lifes to Fifty, where he discusses the path to sustainable products with co-hosts Shelley Metcalfe and Jim Fava, and recently, they discussed sustainability in the context of the stage-gate process.
  • Again, to move forward with sustainability, it is about creating the base and caring about the data internally to understand what’s happening, and from there, enable value engineering, including your supplier where possible (IP protection remains a topic) – confirming digital transformation (the connected way of working) is needed for business and sustainability.

 

Want to learn more?

Here are some links to the topics discussed in our meeting:

Conclusions

With Makersite, we discovered an experienced company that used its experience in cost, compliance and risk analysis, including supply chains, to extend it to the domain of sustainability. As their technology partners page shows, they can be complementary in many industries and enterprises.

We will see another complementary solution soon in our following interview. Stay tuned.

 

 

 

 

 

One year ago, I wrote the post: Time to Split PLM, which reflected a noticeable trend in 2022 and 2023.

If you still pursue the Single Source of Truth or think that PLM should be supported by a single system, the best you can buy, then you are living in the past.

It is now the time to move from a Monolithic PLM Landscape to a Federated Domain and Data Mesh (Yousef Hooshmand) or the Heliple Federated PLM project (Erik Herzog) – you may have read about these concepts.

When moving from a traditional coordinated, document-driven business towards a modern, connected, and data-driven business, there is a paradigm shift. In many situations, we still need the document-driven approach to manage baselines for governance and traceability, where we create the required truth for manufacturing, compliance, and configuration management.

However, we also need an infrastructure for multidisciplinary collaboration nowadays. Working with systems, a combination of hardware and software, requires a model-based approach and multidisciplinary collaboration. This infrastructure needs to be data-driven to remain competitive despite more complexity, connecting stakeholders along value streams.

Traditional PLM vendors still push all functionality into one system, often leading to frustration among the end-users, complaining about lack of usability, bureaucracy, and the challenge of connecting to external stakeholders, like customers, suppliers, design or service partners.

 

Systems of Engagement

It is in modern PLM infrastructures where I started the positioning of Systems or Record (the traditional enterprise siloes – PDM/PLM, ERP, CM) and the Systems of Engagement (modern environments designed for close to real-time collaboration between stakeholders within a domain/value stream). In the Heliple project (image below), the Systems of Record are the vertical bars, and the Systems of Engagement are the horizontal bars.

The Heliple PLM Approach

The power of a System of Engagement is the data-driven connection between stakeholders even when working in different enterprises. Last year, I discussed with Andre Wegner from Authentise, MJ Smith from CoLab, and Oleg Shilovitsky from OpenBOM.

They all focus on modern, data-driven, multidisciplinary collaboration. You can find the discussion here: The new side of PLM? Systems of Engagement!

Where is the money?

Business leaders usually are not interested in a technology or architectural discussion – too many details and complexity, they look for the business case. Look at this recent post and comments on LinkedIn – “When you try to explain PLM to your C-suite, and they just don’t get it.”

It is hard to build evidence for the need for systems of engagement, as the concepts are relatively new and experiences from the field are bubbling up slowly. With the Heliple team, we are now working on building the business case for Federated PLM in the context of the Heliple project scope.

Therefore, I was excited to read the results of this survey: Quantifying the impact of design review methods on NPD, a survey among 250 global engineering leaders initiated by CoLab.

CoLab is one of those companies that focus on providing a System of Engagement, and their scope is design collaboration. In this post, I am discussing the findings of this survey with Taylor Young, Chief Strategy Officer of CoLab.

CoLab – the company /the mission

Taylor, thanks for helping me explain the complementary value of CoLab based on some of the key findings from the survey. But first of all, can you briefly introduce CoLab as a company and the unique value you are offering to your clients?

Hi Jos, CoLab is a Design Engagement System – we exist to help engineering teams make design decisions.

Product decision-making has never been more challenging – or more essential – to get right – that’s why we built CoLab. In today’s world of product complexity, excellent decision-making requires specialized expertise. That means decision-making is no longer just about people engaging with product data – it’s about people engaging with other people.

PLM provides a strong foundation where product data is controlled (and therefore reliable). But PLM has a rigid architecture that’s optimized for data (and for human-to-data interaction). To deal with increased complexity in product design, engineers now need a system that’s built for human-to-human interaction complimentary to PLM.

CoLab allows you to interrogate a rich dataset, even an extended team, outside your company borders in real-time or asynchronously. With CoLab, decisions are made with context, input from the right people, and as early as possible in the process. Reviews and decision-making get tracked automatically and can be synced back to PLM. Engineers can do what they do best, and CoLab will support them by documenting everything in the background.

Design Review Quality

It is known that late-stage design errors are very costly, both impacting product launches and profitability. The report shows design review quality has been rated as the #1 most important factor affecting an engineering team’s ability to deliver projects on time.

Is it a severe problem for companies, and what are they trying to do to improve the quality of design reviews? Can you quantify the problem?

Our survey report demonstrated that late-stage design errors delay product launches for 90% of companies. The impact varies significantly from organization to organization, but we know that for large manufacturing companies, just one late-stage design error can be a six to seven-figure problem.

There are a few factors that lead to a “quality” design review – some of the most important ones we see leading manufacturing companies doing differently are:

  • Who they include – the highest performing teams include manufacturing, suppliers, and customers within the proper context.
  • When they happen – the highest performing teams focus on getting CAD to these stakeholders early in the process (during detailed design) and paralleling these processes (i.e., they don’t wait for one group to sign off before getting early info to the next)
  • Rethinking the Design Review meeting – the highest performing teams aren’t having issue-generation meetings – they have problem-solving meetings. Feedback is collected from a broad audience upfront, and meetings are used to solve nuanced problems – not to get familiar with the project for the first time.

Multidisciplinary collaboration

An interesting observation is that providing feedback to engineers mainly comes from peers or within the company. Having suppliers or customers involved seems to be very difficult. Why do you think this is happening, and how can we improve their contribution?

When we talk to manufacturing companies about “collaboration” or how engineers engage with other engineers – however good or bad the processes are internally, it almost always is significantly more challenging/less effective when they go external. External teams often use different CAD systems, work in different time zones, speak other first languages, and have varying levels of access to core engineering information.

However, as we can read from the HBR article What the Most Productive Companies Do Differently, we know that the most productive manufacturing companies “collaborate with suppliers and customers to form new ecosystems that benefit from agglomeration effects and create shared pools of value”.

They leverage the expertise of their suppliers and customers to do things more effectively. But manufacturing companies struggle to create engaging, high-value, external collaboration and ‘co-design’ without the tools purpose-built for person-to-person external communication.

Traceability and PLM

One of the findings is that keeping track of the feedback and design issues is failing in companies. One of my recommendations from the past was to integrate Issue management into your PLM systems – why is this not working?

We believe that the task of completing a design review and the task of documenting the output of that review should not be two separate efforts. Suppose we are to reduce the amount of time engineers spend on admin work and decrease the number of issues that are never tracked or documented (43%, according to our survey).

In that case, we need to introduce a purpose-built, engaging design review system that is self-documenting. It is crucial for the quality of design reviews that issues aren’t tracked in a separate system from where they are raised/developed, but that instead, they are automatically tracked just by doing the work.

Learn More?

Below is the recording of a recent webinar, where Taylor said that your PLM alone isn’t enough: Why you need a Design Engagement System during product development.

  • A traditional PLM system is the system of record for product data – from ideation through sustaining engineering.
  • However one set of critical data never makes it to the PLM. For many manufacturing companies today, design feedback and decisions live almost exclusively in emails, spreadsheets, and PowerPoint decks. At the same time, 90% of engineering teams state that product launches are delayed due to late-stage changes.
  • Engineering teams need to implement a true Design Engagement System (DES) for more effective product development and a more holistic digital thread.

 Conclusion

Traditional PLM systems have always been used to provide quality and data governance along the product lifecycle. However, most end users dislike the PLM system as it is a bureaucratic overhead to their ways of working. CoLab, with its DES solution, provides a System of Engagement focusing on design reviews, speed, and quality of multidisciplinary collaboration complementary to the PLM System of Record – a modern example of how digitization is transforming the PLM domain.

Next upcoming event – will we meet there ?

Another year passed, and as usual, I took the time to look back. I always feel that things are going so much slower than expected. But that’s reality – there is always friction, and in particular, in the PLM domain, there is so much legacy we cannot leave behind.

It is better to plan what we can do in 2024 to be prepared for the next steps or, if lucky, even implement the next steps in progress.

In this post, I will discuss four significant areas of attention (AI – DATA – PEOPLE – SUSTAINABILITY) in an alphabetic order, not prioritized.

Here are some initial thoughts. In the upcoming weeks I will elaborate further on them and look forward to your input.

 

AI (Artificial Intelligence)

Where would I be without talking about AI?

When you look at the image below, the Gartner Hype Cycle for AI in 2023, you see the potential coming on the left, with Generative AI at the peak.

Part of the hype comes from the availability of generative AI tools in the public domain, allowing everyone to play with them or use them. Some barriers are gone, but what does it mean? Many AI tools can make our lives easier, and there is for sure no threat if our job does not depend on standard practices.

 

AI and People

When I was teaching physics in high school, it was during the introduction of the pocket calculator, which replaced the slide rule.You need to be skilled to uyse the slide rule, now there was a device that gave immediate answers. Was this bad for the pupils?

If you do not know a slide rule, it was en example of new technology replacing old tools, providing more time for other details.  Click on the image or read more about the slide rule here on Wiki.

Or today you would ask the question about the slide rule to ChatGPT? Does generative AI mean the end of Wikipedia? Or does generative AI need the common knowledge of sites like Wikipedia?

AI can empower people in legacy environments, when working with disconnected systems. AI will be a threat for to people and companies that rely on people and processes to bring information together without adding value. These activities will disappear soon and you must consider using this innovative approach.

During the recent holiday period, there was an interesting discussion about why companies are reluctant to change and implement better solution concepts. Initially launched by Alex Bruskin here on LinkedIn , the debate spilled over into the topic of TECHNICAL DEBT , well addressed here by Lionel Grealou.

Both articles and the related discussion in the comments are recommended to follow and learn.

 

AI and Sustainability

Similar to the introduction of Bitcoin using blockchain technology, some people are warning about the vast energy consumption required for training and interaction with Large Language Models (LLM), as Sasha Luccioni explains in her interesting TED talk when addressing sustainability.

She proposes that tech companies should be more transparent on this topic, the size and the type of the LLM matters, as the indicative picture below illustrates.

Carbon Emissions of LLMs compared

In addition, I found an interesting article discussing the pros and cons of AI related to Sustainability. The image below from the article Risks and Benefits of Large Language Models for the Environment illustrates nicely that we must start discussing and balancing these topics.

To conclude, in discussing AI related to sustainability, I see the significant advantage of using generative AI for ESG reporting.

ESG reporting is currently a very fragmented activity for organizations, based on (marketing) people’s goodwill and currently these reports are not always be evidence-based.

 

Data

The transformation from a coordinated, document-driven enterprise towards a hybrid coordinated/connected enterprise using a data-driven approach became increasingly visible in 2023. I expect this transformation to grow faster in 2024 – the momentum is here.

We saw last year that the discussions related to Federated PLM nicely converged at the PLM Roadmap / PDT Europe conference in Paris. I shared most of the topics in this post: The week after PLM Roadmap / PDT Europe 2023. In addition, there is now the Heliple Federated PLM LinkedIn group with regular discussions planned.

In addition, if you read here Jan Bosch’s reflection on 2023, he mentions (quote):

… 2023 was the year where many of the companies in the center became serious about the use of data. Whether it is historical analysis, high-frequency data collection during R&D, A/B testing or data pipelines, I notice a remarkable shift from a focus on software to a focus on data. The notion of data as a product, for now predominantly for internal use, is increasingly strong in the companies we work with

I am a big fan of Jan’s posting; coming from the software world, he describes the same issues that we have in the PLM world, except he does not carry the hardware legacy that much and, therefore, acts faster than us in the PLM world.

An interesting illustration of the slow pace to a data-driven environment is the revival of the PLM and ERP integration discussion. Prof. Jörg Fischer and Martin Eigner contributed to the broader debate of a modern enterprise infrastructure, not based on systems (PLM, ERP, MES, ….) but more on the flow of data through the lifecycle and an organization.

It is a great restart of the debate, showing we should care more about data semantics and the flow of information.

The articles: The Future of PLM & ERP: Bridging the Gap. An Epic Battle of Opinions!  and Is part master in PLM and ERP equal or not) combined with the comments to these posts, are a must read to follow this change towards a more connected flow of information.

While writing this post, Andreas Lindenthal expanded the discussion with his post: PLM and Configuration Management Best Practices: Part Traceability and Revisions. Again thanks to data-driven approaches, there is an extending support for the entire product lifecycle. Product Lifecycle Management,  Configuration Management and AIM (Asset Information Management) have come together.

PLM and CM are more and more overlapping as I discussed some time ago with Martijn Dullaart, Maxime Gravel and Lisa Fenwick in the The future of Configuration Management. This topic will be “hot”in 2024.

 

People

From the people’s perspective towards AI, DATA and SUSTAINABILITY, there is a noticeable divide between generations.  Of course, for the sake of the article, I am generalizing, assuming most people do not like to change their habits or want to reprogram themselves.

Unfortunate, we have to adapt our skills as our environment is changing. Most of my generation was brought up with the single source of truth idea, documented and supported by science papers.

In my terminology, information processing takes place in our head by combining all the information we learned or collected through documents/books/newspapers – the coordinated approach.

For people living in this mindset, AI can become a significant threat, as their brain is no longer needed to make a judgment, and they are not used to differentiate between facts and fake news as they were never trained to do so

The same is valid for practices like the model-based approach, working data-centric, or considering sustainability. It is not in the DNA of the older generations and, therefore, hard to change.

The older generation is mostly part of an organization’s higher management, so we are returning to the technical debt discussion.

Later generations that grew up as digital natives are used to almost real-time interaction, and when applied consistently in a digital enterprise, people will benefit from the information available to them in a rich context – in my terminology – the connected approach.

AI is a blessing for people living in this mindset as they do not need to use old-fashioned methods to acquire information.

“Let ChatGPT write my essay.”

However, their challenge could be what I would call “processing time”. Because data is available, it does not necessarily mean it is the correct information. For that reason it remains important to spend time digesting the impact of information you are reading – don’t click “Like”based on the tittle, read the full article and then decide.

Experience is what you get, when you don’t get what you expect.

meaning you only become experienced if you learn from failures.

 

Sustainability

Unfortunately, sustainability is not only the last topic in alphabetic order, as when you look at the image below, you see that discussions related to sustainability are in a slight decline at C-level at the moment.

I share this observation in my engagements when discussing sustainability with the companies I interact with.

The PLM software and services providers are all on a trajectory of providing tools and an infrastructure to support a transition to a more circular economy and better traceability of materials and carbon emissions.

In the PLM Global Green Alliance, we talked with Aras, Autodesk, Dassault Systems, PTC, SAP, Sustaira, TTPSC(Green PLM) and more to come in 2024. The solution offerings in the PLM domain are available to start, now the people and processes.

For sure, AI tools will help companies to get a better understanding of their sustainability efforts. As mentioned before AI could help companies in understanding their environmental impact and build more accurate ESG reports.

Next, being DATA-driven will be crucial.  As discussed during the latest PLM Roadmap/PDT Europe conference: The Need for a Governance Digital Thread.

And regarding PEOPLE, the good news is that younger generations want to take care of their future. They are in a position to choose the company to work for or influence companies by their consumer behavior. Unfortunately, climate disasters will remind us continuously in the upcoming decades that we are in a critical phase.

With the PLM Global Green Alliance, we strive to bring people together with a PLM mindset, sharing news and information on how to move forward to a sustainable future.

Mark Reisig (CIMdata – moderator for Sustainability & Energy) and Patrice Quencez (CIMPA – moderator for the Circular Economy) joined the PGGA last year and you will experience their inputs this year.

 

Conclusion

As you can see from this long post, there is so much to learn. The topics described are all actual, and each topic requires education, experience (success & failures) combined with understanding  of the technology concepts. Make sure you consider all of them, as focusing on a single topic will not make move faster forward – they are all related. Please share your experiences this year—Happy New Year of Learning.

 

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  1. Ben's avatar
  2. Viska Clanella Nugroho's avatar
  3. Oleg Shilovitsky's avatar

    Hi Jos, Knowing your background in methodology and education, I wanted to share a longer article with you: “What is…

  4. Bart Willemsen's avatar

    Interesting reflection, Jos. In my experience, the situation you describe is very recognizable. At the company where I work, sustainability…