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This week I attended the PLM Roadmap & PDT Fall 2021 with great expectations based on my enthusiasm last year. Unfortunately, the excitement was less this time, and I will explain in my conclusions why. This time it was unfortunate again a virtual event which makes it hard to be interactive, something I realize I am missing a lot.

Over two hundred attendees connected for the two days, and you can find the agenda here. Typically I would discuss the relevant sessions; now, I want to group some of them related to a theme, as there was complementary information in these sessions.

Disruption

Again like in the spring, the theme was focusing on DISRUPTION. The word disruption can give you an uncomfortable feeling when you are not in power. It is more fun to disrupt than to be disrupted, as I mentioned in my spring presentation. Read The week after PLM Roadmap & PDT Spring 2021

In his keynote speech Peter Bilello (CIMdata) kicked off with: The Critical Dozen: 12 familiar, evolving trends and enablers of digital transformation that you cannot or should not live without.

You can see them on the slide below:

I believe many of them should be familiar to you as these themes have been “in the air” already for quite some time. Vendors first and slowly companies start to investigate them when relevant. You will find many of them back in my recent series: The road to model-based and connected PLM, where I explored the topics that would cross your path on that journey.

Like Peter said: “For most of the topics you cannot pick and choose as they are all connected.”

Another interesting observation was that we are more and more moving away from the concept of related structures (digital thread) but more to connected datasets (digital web). Marc Halpern first introduced this topic last year at the 2020 conference and has become an excellent image to frame what we should imagine in a connected world.

Digital web also has to do with the uprise of the graph database mentioned by Peter Bilello as a potentially disruptive technology during the fireside chat. Relational databases can be seen as rigid, associated with PLM structures. On the other hand, graph databases can be associated with flexible relations between different types of data – the image of the digital web.

Where Peter was mainly telling WHAT was happening, two presentations caught my attention because of the HOW.

First of all, Dr. Rodney Ewing (Cummins) ‘s session: A Balanced Strategy to Reap Continuous Business Value from Digital PLM was a great story of a transformational project. It contained both having a continuous delivery of business value in mind while moving to the connected enterprise.

As Rodney mentioned, the contribution of TCS was crucial here, which I can imagine. It is hard for a company to understand what is happening in the outside (PLM) world when applying it to your company. Their transformation roadmap is an excellent example of having the long-term vision in mind, meanwhile delivering value during the transformation.

Talking about the right partner and synergy, the second presentation I liked in this context of disruption was Ian Quest’s presentation (Quick Release): Open-source Disruption in Support of Audacious Goals. As a sponsor of the conference, they had ten minutes to pitch their area of expertise.

After Ian’s presentation, focused on audacious goals (for non-English natives translated as “brave” goals), there was only one word that stuck to my mind: pragmatic.

Instead of discussions about the complexity, Ian gave examples of where a pragmatic data-centric approach could lead to great benefits, as you can see from one of the illustrated benefits below:

Standards

A characteristic topic of this conference is that we always talk about standards. Torbjörn Holm (Eurostep) gave an excellent overview of where standards have led to significant benefits. For example, the containerization of goods has dramatically improved transportation of goods (we all benefit) while killing proprietary means of transport (trains, type of ships, type of unloading).  See the image below:

Torbjörn rightfully expanded this story to the current situation in the construction industry or the challenges for asset operators. Unfortunately, in these practices, many content suppliers remain focusing on their unique capabilities, reluctantly neglecting the demand for interoperability among the whole value chain.

It is a topic Marc Halpern also mentioned last year as an outcome of their Gartner PLM benefits survey. Gartner’s findings:

Time to Market is not so much improved by using PLM as the inefficient interaction with suppliers is the impediment.

Like transport before containerization, the exchange of information is not standardized and designed for digital exchange. Torbjorn believes that more and more companies will insist on exchange standards –  like CHIFOS – an ISO1596-derived exchange standard in the process industry. It is a user-driven standard, the best standard.

In this context, the presentation from Kenny Swope (Boeing) and Jean Yves Delaunay (Airbus) The Business Value of Standards-based Information Interoperability for Aerospace & Defense illustrated this fact.

While working for competitors, the Aerospace industry understands the criticality of standards to become more efficient and less vendor-dependent.  In the aerospace & defense group, they discuss these themes. The last year’s 2020 Fall sessions showed the results. You can read their publications here

The A&D PLM action group uses the following framework when evaluating standards – as you can see on the image below:

The result – and this is a combined exercise of many participating experts from the field; this is their recommendation:

To conclude:
People often complain about standards, framed by proprietary data format vendors, that they lead to a rigid environment, blocking agility.

In reality, standards allow companies to be more agile as the (proprietary) data flow is less an issue. Remember the containerization example.

Sustainability and System Thinking

This conference has always been known for its attention to the circular economy and green thinking. In the past, these topics might have been considered disconnected from our PLM practices; now, they have become a part of everyone’s mission.

Two presentations stood out on this topic for me. First, Ken Webster, with his keynote speech: In the future, you will own nothing and you will be happy was a significant oversight of how we as consumers currently are disconnected from the circular economy. His plea, as shown below, for making manufacturers responsible for the legal ownership of the materials in the products they deliver would impact consumer behavior.

Product as a Service (PaaS) and new ways to provide a service is becoming essential. For example, buildings as power stations, as they are a place to collect solar or wind energy?

His thoughts are aligned with what is happening in Europe related to the European Green Deal (not in his presentation). There is a push for a PaaS model for all products as this would be an excellent stimulant for the circular economy.  PaaS combined with a Digital Product Passport – more on that next year.

Making upgrades to your products has less impact on the environment than creating new products to sell (and creating waste of the old product).  Ken Webster was an interesting statement about changing the economy – do we want to own products or do we want to benefit from the product and leave the legal ownership to the manufacturer.

A topic I discussed in the PLM Roadmap & PDT Conference Spring 2021 – look here at slide 11

Patrick Hillberg‘s presentation Rising to the challenge of engineering and optimizing . . . what?  was the one closest to my heart. We discussed Sustainability and Systems Thinking with Patrick in our PLM Global Green Alliance, being pretty aligned on this topic.  Patrick started by explaining the difference between Systems Engineering and Systems Thinking. Looking at the product go-to-market of an organization is more than the traditional V-model. Economic pressure and culture will push people to deviate from the ideal technological plan due to other priorities.

Expanding on this observation, Partick stated that there are limits to growth, a topic discussed by many people involved in the sustainable economy. Economic growth is impossible on a limited planet, and we have to take more dimensions into account. Patrick gave some examples of that, including issues related to the infamous Boeing 737 Max example.

For Patrick, the COVID-pandemic is the end of the old 2nd Industrial Revolution and a push for a new Fourth Industrial Revolution, which is not only technical, as the slide below indicates.

With Patrick, I believe we are at a decisive moment to disrupt ourselves, reconsider many things we do and are used to doing. Even for PLM practitioners, this is a new path to go.

Data

There were two presentations related to digitization and the shift from document-based to a data-driven approach.

First, there was Greg Weaver (Gulfstream) with his presentation Indexing Content – Finding Your Needle in the Haystack. Greg explained that by using indexation of existing document-based information combined with a specific dashboard, they could provide fast access to information that otherwise would have been hidden in so many document or even paper archives.

It was a pragmatic solution, making me feel nostalgic seeing the SmarTeam profile cards. It was an excellent example of moving to a digital enterprise, and Gulfstream has always been a front runner on this topic.

Warning: Don’t use this by default at home (your company). The data in a regulated industry like Aerospace is expected to be of high quality due to the configuration management processes in place. If your company does not have a strong CM practice, the retrieved data might be inaccurate.

Martijn Dullaart (ASML)’s presentation The Next disruption, please…..  was the next step into the future. With his statement “No CM = No Trust,” he made an essential point for data-driven environments.

There is a need for Configuration Management, and I touched on this topic in my last post: The road to model-based and connected PLM (part 9 – CM).

Martijn’s presentation can also be found on his blog here, and I encourage you to read it (saving me copy & paste text). It was interesting to see that Martijn improved his CM pyramid, as you can see, more discipline and activity-oriented instead of a system view. With Martijn and others, I will elaborate on this topic soon.

Conclusion

This has been an extremely long post, and thanks for reading until the end. Many interesting topics were presented at the conference. I was less excited this time because many of these topics are triggers for a discussion. Innovation comes from meeting people with different backgrounds. In a live conference, you would meet during the break or during the famous dinner. How can we ensure we follow up on all this interesting information.

Your thoughts? Contact me for a Corona Friday discussion.

After the first article discussing “The Future of PLM,” now again a post in the category of PLM and complementary practices/domains a topic that is already for a long time on the radar: Model-Based Definition, I am glad to catch up with Jennifer Herron, founder of Action Engineering, who is one of the thought leaders related to Model-Based Definition (MBD) and Model-Based Enterprise (MBE).

In 2016 I spoke with Jennifer after reading her book: “Re-Use Your CAD – The Model-Based CAD Handbook”. At that time, the discussion was initiated through two articles on Engineering.com. Action Engineering introduced OSCAR seven years later as the next step towards learning and understanding the benefits of Model-Based Definition.

Therefore, it is a perfect moment to catch up with Jennifer. Let’s start.

 

Model-Based Definition

Jennifer, first of all, can you bring some clarity in terminology. When I discussed the various model-based approaches, the first response I got was that model-based is all about 3D Models and that a lot of the TLA’s are just marketing terminology.
Can you clarify which parts of the model-based enterprise you focus on and with the proper TLA’s?

Model-Based means many things to many different viewpoints and systems of interest. All these perspectives lead us down many rabbit holes, and we are often left confused when first exposed to the big concepts of model-based.

At Action Engineering, we focus on Model-Based Definition (MBD), which uses and re-uses 3D data (CAD models) in design, fabrication, and inspection.

There are other model-based approaches, and the use of the word “model” is always a challenge to define within the proper context.

For MBD, a model is 3D CAD data that comes in both native and neutral formats

Another model-based approach is Model-Based Systems Engineering (MBSE). The term “model” in this context is a formalized application of modeling to support system requirements, design, analysis, verification and validation activities beginning in the conceptual design phase and continuing throughout development and later lifecycle phases.

<Jos> I will come back on Model-Based Systems Engineering in future posts

Sometimes MBSE is about designing widgets, and often it is about representing the entire system and the business operations. For MBD, we often focus our education on the ASME Y14.47 definition that MBD is an annotated model and associated data elements that define the product without a drawing.

Model-Based Definition for Everybody?

I believe it took many years till 3D CAD design became a commodity; however, I still see the disconnected 2D drawing used to specify a product or part for manufacturing or suppliers. What are the benefits of model-based definition?
Are there companies that will not benefit from the model-based definition?

There’s no question that the manufacturing industry is addicted to their drawings. There are many reasons why, and yet mostly the problem is lack of awareness of how 3D CAD data can make design, fabrication, and inspection work easier.

For most, the person doing an inspection in the shipping and receiving department doesn’t have exposure to 3D data, and the only thing they have is a tabulated ERP database and maybe a drawing to read. If you plop down a 3D viewable that they can spin and zoom, they may not know how that relates to their job or what you want them to do differently.

Today’s approach of engineering championing MBD alone doesn’t work. To evolve information from the 2D drawing onto the 3D CAD model without engaging the stakeholders (machinists, assembly technicians, and inspectors) never yields a return on investment.

Organizations that succeed in transitioning to MBD are considering and incorporating all departments that touch the drawing today.

Incorporating all departments requires a vision from the management. Can you give some examples of companies that have transitioned to MBD, and what were the benefits they noticed?

I’ll give you an example of a small company with no First Article Inspection (FAI) regulatory requirements and a huge company with very rigorous FAI requirements.

 

Note: click on the images below to enjoy the details.

The small company instituted a system of CAD modeling discipline that allowed them to push 3D viewable information directly to the factory floor. The assembly technicians instantly understood engineering’s requirements faster and better.

The positive MBD messages for these use cases are 3D  navigation, CAD Re-Use, and better control of their revisions on the factory floor.

 

The large company has added inspection requirements directly onto their engineering and created a Bill of Characteristics (BOC) for the suppliers and internal manufacturers. They are removing engineering ambiguity, resulting in direct digital information exchange between engineering, manufacturing, and quality siloes.

These practices have reduced error and reduced time to market.

The positive MBD messages for these use cases are unambiguous requirements capture by Engineering, Quality Traceability, and Model-Based PMI (Product and Manufacturing Information).

Model-Based Definition and PLM?

How do you see the relation between Model-Based Definition and PLM? Is a PLM system a complication or aid to implement a Model-Based Definition? And do you see a difference between the old and new PLM Vendors?

Model-Based Definition data is complex and rich in connected information, and we want it to be. With that amount of connected data, a data management system (beyond upload/download of documents) must keep all that data straight.

Depending on the size and function of an organization, a PLM may not be needed. However, a way to manage changes and collaboration amongst those using 3D data is necessary. Sometimes that results in a less sophisticated Product Data Management (PDM) system. Large organizations often require PLM.

There is significant resistance to doing MBD and PLM implementations simultaneously because PLM is always over budget and behind schedule. However, doing just MBD or just PLM without the other doesn’t work either. I think you should be brave and do both at once.

I think we can debate why PLM is always over budget and behind schedule. I hear the same about ERP implementations. Perhaps it has to deal with the fact that enterprise applications have to satisfy many users?

I believe that working with model versions and file versions can get mixed in larger organizations, so there is a need for PDM or PLM. Have you seen successful implementations of both interacting together?

Yes, the only successful MBD implementations are those that already have a matured PDM/PLM (scaled best to the individual business).

 

Model-Based Definition and Digital Transformation

In the previous question, we already touched on the challenge of old and modern PLM. How do you see the introduction of Model-Based Definition addressing the dreams of Industry 4.0, the Digital Twin and other digital concepts?

I just gave a presentation at the ASME Digital Twin Summit discussing the importance of MBD for the Digital Twin. MBD is a foundational element that allows engineering to compare their design requirements to the quality inspection results of digital twin data.

The feedback loop between Engineering and Quality is fraught with labor-intensive efforts in most businesses today.

Leveraging the combination of MBD and Digital Twin allows automation possibilities to speed up and increase the accuracy of the engineering to inspection feedback loop. That capability helps organizations realize the vision of Industry 4.0.

And then there is OSCAR.

I noticed you announced OSCAR. First, I thought OSCAR was a virtual aid for model-based definition, and I liked the launching page HERE. Can you tell us more about what makes OSCAR unique?

One thing that is hard with MBD implementation is there is so much to know. Our MBDers at Action Engineering have been involved with MBD for many years and with many companies. We are embedded in real-life transitions from using drawings to using models.

Suppose you start down the model-based path for digital manufacturing. In that case, there are significant investments in time to learn how to get to the right set of capabilities and the right implementation plan guided by a strategic focus. OSCAR reduces that ramp-up time with educational resources and provides vetted and repeatable methods for an MBD implementation.

OSCAR combines decades of Action Engineering expertise and lessons learned into a multi-media textbook of sorts. To kickstart an individual or an organization’s MBD journey, it includes asynchronous learning, downloadable resources, and CAD examples available in Creo, NX, and SOLIDWORKS formats.

CAD users can access how-to training and downloadable resources such as the latest edition of Re-Use Your CAD (RUYC). OSCAR enables process improvement champions to make their case to start the MBD journey. We add content regularly and post what’s new. Free trials are available to check out the online platform.

Learn more about what OSCAR is here:

Want to learn more?

In this post, I believe we only touched the tip of the iceberg. There is so much to learn and understand. What would you recommend to a reader of this blog who got interested?

 

RUYC (Re-Use Your CAD)  is an excellent place to start, but if you need more audio-visual, and want to see real-life examples of MBD in action, get a Training subscription of OSCAR to get rooted in the vocabulary and benefits of MBD with a Model-Based Enterprise. Watch the videos multiple times! That’s what they are for. We love to work with European companies and would love to support you with a kickstart coaching package to get started.

What I learned

First of all, I learned that Jennifer is a very pragmatic person. Her company (Action Engineering) and her experience are a perfect pivot point for those who want to learn and understand more about Model-Based Definition. In particular, in the US, given her strong involvement in the American Society of Mechanical Engineers (ASME).

I am still curious if European or Asian counterparts exist to introduce and explain the benefits and usage of Model-Based Definition to their customers.  Feel free to comment.

Next, and an important observation too, is the fact that Jennifer also describes the tension between Model-Based Definition and PLM. Current PLM systems might be too rigid to support end-to-end scenarios, taking benefit of the Model-Based definition.

I have to agree here. PLM Vendors mainly support their own MBD (model-based definition), where the ultimate purpose is to share all product-related information using various models as the main information carriers efficiently.

We have to study and solve a topic in the PLM domain, as I described in my technical highlights from the PLM Road Map & PDT Spring 2021 conference.

There is work to do!

Conclusion

Model-Based Definition is, for me, one of the must-do steps of a company to understand the model-based future. A model-based future sometimes incorporates Model-Based Systems Engineering, a real Digital Thread and one or more Digital Twins (depending on your company’s products).

It is a must-do activity because companies must transform themselves to depend on digital processes and digital continuity of data to remain competitive. Document-driven processes relying on the interpretation of a person are not sustainable.

 

After the first article discussing “The Future of PLM,” now again a post in the category of PLM and complementary practices/domains a topic that is already for a long time on the radar: Model-Based Definition, I am glad to catch up with Jennifer Herron, founder of Action Engineering, who is one of the thought leaders related to Model-Based Definition (MBD) and Model-Based Enterprise (MBE).

In 2016 I spoke with Jennifer after reading her book: “Re-Use Your CAD – The Model-Based CAD Handbook”. At that time, the discussion was initiated through two articles on Engineering.com. Action Engineering introduced OSCAR seven years later as the next step towards learning and understanding the benefits of Model-Based Definition.

Therefore, it is a perfect moment to catch up with Jennifer. Let’s start.

 

Model-Based Definition

Jennifer, first of all, can you bring some clarity in terminology. When I discussed the various model-based approaches, the first response I got was that model-based is all about 3D Models and that a lot of the TLA’s are just marketing terminology.
Can you clarify which parts of the model-based enterprise you focus on and with the proper TLA’s?

Model-Based means many things to many different viewpoints and systems of interest. All these perspectives lead us down many rabbit holes, and we are often left confused when first exposed to the big concepts of model-based.

At Action Engineering, we focus on Model-Based Definition (MBD), which uses and re-uses 3D data (CAD models) in design, fabrication, and inspection.

There are other model-based approaches, and the use of the word “model” is always a challenge to define within the proper context.

For MBD, a model is 3D CAD data that comes in both native and neutral formats

Another model-based approach is Model-Based Systems Engineering (MBSE). The term “model” in this context is a formalized application of modeling to support system requirements, design, analysis, verification and validation activities beginning in the conceptual design phase and continuing throughout development and later lifecycle phases.

<Jos> I will come back on Model-Based Systems Engineering in future posts

Sometimes MBSE is about designing widgets, and often it is about representing the entire system and the business operations. For MBD, we often focus our education on the ASME Y14.47 definition that MBD is an annotated model and associated data elements that define the product without a drawing.

Model-Based Definition for Everybody?

I believe it took many years till 3D CAD design became a commodity; however, I still see the disconnected 2D drawing used to specify a product or part for manufacturing or suppliers. What are the benefits of model-based definition?
Are there companies that will not benefit from the model-based definition?

There’s no question that the manufacturing industry is addicted to their drawings. There are many reasons why, and yet mostly the problem is lack of awareness of how 3D CAD data can make design, fabrication, and inspection work easier.

For most, the person doing an inspection in the shipping and receiving department doesn’t have exposure to 3D data, and the only thing they have is a tabulated ERP database and maybe a drawing to read. If you plop down a 3D viewable that they can spin and zoom, they may not know how that relates to their job or what you want them to do differently.

Today’s approach of engineering championing MBD alone doesn’t work. To evolve information from the 2D drawing onto the 3D CAD model without engaging the stakeholders (machinists, assembly technicians, and inspectors) never yields a return on investment.

Organizations that succeed in transitioning to MBD are considering and incorporating all departments that touch the drawing today.

Incorporating all departments requires a vision from the management. Can you give some examples of companies that have transitioned to MBD, and what were the benefits they noticed?

I’ll give you an example of a small company with no First Article Inspection (FAI) regulatory requirements and a huge company with very rigorous FAI requirements.

 

Note: click on the images below to enjoy the details.

The small company instituted a system of CAD modeling discipline that allowed them to push 3D viewable information directly to the factory floor. The assembly technicians instantly understood engineering’s requirements faster and better.

The positive MBD messages for these use cases are 3D  navigation, CAD Re-Use, and better control of their revisions on the factory floor.

 

The large company has added inspection requirements directly onto their engineering and created a Bill of Characteristics (BOC) for the suppliers and internal manufacturers. They are removing engineering ambiguity, resulting in direct digital information exchange between engineering, manufacturing, and quality siloes.

These practices have reduced error and reduced time to market.

The positive MBD messages for these use cases are unambiguous requirements capture by Engineering, Quality Traceability, and Model-Based PMI (Product and Manufacturing Information).

Model-Based Definition and PLM?

How do you see the relation between Model-Based Definition and PLM? Is a PLM system a complication or aid to implement a Model-Based Definition? And do you see a difference between the old and new PLM Vendors?

Model-Based Definition data is complex and rich in connected information, and we want it to be. With that amount of connected data, a data management system (beyond upload/download of documents) must keep all that data straight.

Depending on the size and function of an organization, a PLM may not be needed. However, a way to manage changes and collaboration amongst those using 3D data is necessary. Sometimes that results in a less sophisticated Product Data Management (PDM) system. Large organizations often require PLM.

There is significant resistance to doing MBD and PLM implementations simultaneously because PLM is always over budget and behind schedule. However, doing just MBD or just PLM without the other doesn’t work either. I think you should be brave and do both at once.

I think we can debate why PLM is always over budget and behind schedule. I hear the same about ERP implementations. Perhaps it has to deal with the fact that enterprise applications have to satisfy many users?

I believe that working with model versions and file versions can get mixed in larger organizations, so there is a need for PDM or PLM. Have you seen successful implementations of both interacting together?

Yes, the only successful MBD implementations are those that already have a matured PDM/PLM (scaled best to the individual business).

 

Model-Based Definition and Digital Transformation

In the previous question, we already touched on the challenge of old and modern PLM. How do you see the introduction of Model-Based Definition addressing the dreams of Industry 4.0, the Digital Twin and other digital concepts?

I just gave a presentation at the ASME Digital Twin Summit discussing the importance of MBD for the Digital Twin. MBD is a foundational element that allows engineering to compare their design requirements to the quality inspection results of digital twin data.

The feedback loop between Engineering and Quality is fraught with labor-intensive efforts in most businesses today.

Leveraging the combination of MBD and Digital Twin allows automation possibilities to speed up and increase the accuracy of the engineering to inspection feedback loop. That capability helps organizations realize the vision of Industry 4.0.

And then there is OSCAR.

I noticed you announced OSCAR. First, I thought OSCAR was a virtual aid for model-based definition, and I liked the launching page HERE. Can you tell us more about what makes OSCAR unique?

One thing that is hard with MBD implementation is there is so much to know. Our MBDers at Action Engineering have been involved with MBD for many years and with many companies. We are embedded in real-life transitions from using drawings to using models.

Suppose you start down the model-based path for digital manufacturing. In that case, there are significant investments in time to learn how to get to the right set of capabilities and the right implementation plan guided by a strategic focus. OSCAR reduces that ramp-up time with educational resources and provides vetted and repeatable methods for an MBD implementation.

OSCAR combines decades of Action Engineering expertise and lessons learned into a multi-media textbook of sorts. To kickstart an individual or an organization’s MBD journey, it includes asynchronous learning, downloadable resources, and CAD examples available in Creo, NX, and SOLIDWORKS formats.

CAD users can access how-to training and downloadable resources such as the latest edition of Re-Use Your CAD (RUYC). OSCAR enables process improvement champions to make their case to start the MBD journey. We add content regularly and post what’s new. Free trials are available to check out the online platform.

Learn more about what OSCAR is here:

Want to learn more?

In this post, I believe we only touched the tip of the iceberg. There is so much to learn and understand. What would you recommend to a reader of this blog who got interested?

 

RUYC (Re-Use Your CAD)  is an excellent place to start, but if you need more audio-visual, and want to see real-life examples of MBD in action, get a Training subscription of OSCAR to get rooted in the vocabulary and benefits of MBD with a Model-Based Enterprise. Watch the videos multiple times! That’s what they are for. We love to work with European companies and would love to support you with a kickstart coaching package to get started.

What I learned

First of all, I learned that Jennifer is a very pragmatic person. Her company (Action Engineering) and her experience are a perfect pivot point for those who want to learn and understand more about Model-Based Definition. In particular, in the US, given her strong involvement in the American Society of Mechanical Engineers (ASME).

I am still curious if European or Asian counterparts exist to introduce and explain the benefits and usage of Model-Based Definition to their customers.  Feel free to comment.

Next, and an important observation too, is the fact that Jennifer also describes the tension between Model-Based Definition and PLM. Current PLM systems might be too rigid to support end-to-end scenarios, taking benefit of the Model-Based definition.

I have to agree here. PLM Vendors mainly support their own MBD (model-based definition), where the ultimate purpose is to share all product-related information using various models as the main information carriers efficiently.

We have to study and solve a topic in the PLM domain, as I described in my technical highlights from the PLM Road Map & PDT Spring 2021 conference.

There is work to do!

Conclusion

Model-Based Definition is, for me, one of the must-do steps of a company to understand the model-based future. A model-based future sometimes incorporates Model-Based Systems Engineering, a real Digital Thread and one or more Digital Twins (depending on your company’s products).

It is a must-do activity because companies must transform themselves to depend on digital processes and digital continuity of data to remain competitive. Document-driven processes relying on the interpretation of a person are not sustainable.

 

I am still digesting all the content of the latest PLM Roadmap / PDT Fall 2020 conference and the new reality that starts to appear due to COVID-19. There is one common theme:

The importance of a resilient and digital supply chain.

Most PLM implementations focus on aligning disciplines internally; the supply chain’s involvement has always been the next step. Perhaps now it is time to make it the first step? Let’s analyze.

No Time to Market improvement due to disconnected supply chains?

During the virtual fireplace chat at the PLM Roadmap/PDT conference, just as a small bonus. You can read the full story here – the quote:

Marc mentioned a survey Gartner has done with companies in fast-moving industries related to the benefits of PLM. Companies reported improvements in accuracy of product data and product development. They did not see so much a reduced time to market or reduced product development costs. After analysis, Gartner believes the real issue is related to collaboration processes and supply chain practices. Here lead times did not change, nor the number of changes.

Of course, he spoke about fast-moving industries where the interaction was done in a disconnected manner. Gartner believes that the cloud would, for sure, start creating these benefits of a reduced time to market and cost of change when the supply chain is connected.

Therefore I want to point again to an old McKinsey article named The case for Digital Reinvention, published in February 2017. Here the authors looked at the various areas of investment in digital technologies and their ROI.  See the image on the left for the areas investigated and the percentage of companies that invested in these areas at that time.

In the article, you will see the ROI analysis for these areas. For example, the marketing and distribution investments did not necessarily have a positive ROI when disconnected from other improvement areas. Digital supply chains were mentioned as the area with the potential highest ROI. However, another important message in the article for all these areas is: You need to have a complete digitization strategy. This is a point I fail to see in many companies. Often an area gets all the attention, however as it remains disconnected from the rest, the real efficiencies are not there. The McKinsey article ends with the conclusion that the digital winners at that time are the ones with bold strategies win:

we found a mismatch between today’s digital investments and the dimensions in which digitization is most significantly affecting revenue and profit growth. We also confirmed that winners invest more and more broadly and boldly than other companies do

The “connected” supply chain

Image: A&D Action Group – Global Collaboration

Of course, the traditional industries that invented PLM have invested in a kind of connected supply chain. However, is it really a connected supply chain? Aerospace and Defense companies had their supplier portals.

A supplier had to download their information or upload their designs combined with additional metadata.

These portals were completely bespoke and required on both sides “backbreaking” manual work to create, deliver, and validate the required exchange packages. The OEMs were driving the exchange process. More or less, by this custom approach, they made it difficult for suppliers to have their own PLM-environment. The downside of this approach was that the supplier had separate environments for each OEM.

In 2006 I worked with SmarTeam on the concept of the “Supply Chain Express,” an offering that allowed a supplier to have their own environment using SmarTeam as a PDM/PLM-system the Supply Chain Express package to create an intelligent import and export package. The content was all based on files and configurable metadata based on the OEM-Supplier relation.

Some other PLM-vendors or implementers have built similar exchange solutions to connect the world of the OEM and the supplier.

The main characteristic was that it is file-based with custom metadata, often in an XML-format or otherwise using Excel as the metadata carrier.

In my terminology of Coordinated – Connected, this would be Coordinated and “old school.”

 

The “better connected” supply chain

As I mentioned in my previous post about the PLM Roadmap/PDT Fall conference,  Katheryn Bell (Pratt & Whitney Canada) presented the progress of the A&D Global Collaboration workgroup. As part of the activities, they classified the collaboration between the OEM and the supplier in 3 levels, as you can see from the image:

This post mainly focuses on the L1 collaboration as this is probably the most used scenario.

In the Aerospace and Automotive industry, the OEM and suppliers’ data exchange has improved twofold by using Technical Data Packages where the content is supported by Model-Based Definition.

The first advantages of Model-Based Definition are mainly related to a consistent information package where the model is leading. The manufacturing views are explicitly defined on the 3D Model. Therefore there is a reduced chance of error for a misconnect between the “drawings” and the 3D Model.

The Model-Based definition still does not solve working with the latest (approved) version of the information. This still remains a “human-based” process in this case, and Kathryn Bell confirmed this was the biggest problem to solve.

The second advantage of using one of the interoperability standards for Model-Based Definition is the disconnect between application-specific data on the OEM side and the supplier side.

A significant advantage of Model-Based Definition is that there are a few interoperability standards, i.e., ISO 10303 – STEP, ISO14306 – JT, and  ISO32000/14739 (PRC for 3D PDF). In the end, the ideal would be that these standards merge into one standard, completely vendor-independent with a clearly defined scope of its purpose.

The benefit of these standards is also they increase the longevity of product data as the information is stored in an application-independent format. As long as the standard does not change (fast), storing data even internally in these neutral formats can save upgrade or maintenance costs.

However, I think you all know the joke below.

 

The connected supply chain

The ultimate goal in the long term will be the connected supply chain. Information shared between an OEM, and a supplier does not require human-based interfaces to ensure everyone works with the correct data.

The easiest way, and this is what some of the larger OEMs have done, is to consider suppliers as part of your PLM-infrastructure and give them access to all relevant data in the context of the system, the product, or the part they are responsible for. For the OEM, the challenge will be to connect suppliers – to motivate and train them to work in this environment.

For the supplier, the challenge is their IP-management. If they work for 100 percent in the OEM-environment, everything is exposed. If they want to work in their own environment, there is probably double work and a disconnect.

Of course, everything depends on the complexity of your interaction with the supplier.

With its Fusion Cloud Product Lifecycle Management (PLM), Oracle was one of the first to shift the attention to the connected supply chain.

If you search for PLM on the Oracle website, you will find it under Fusion Supply Chain and Manufacturing. It is a logical step as traditional ERP-vendors have never provided a full, rich portfolio for product design. CAD-integrations do not get a focus, and the future path to Model-Bases approaches (MBSE / MBD /MBE) is not visible at all.

Almost similar to what the Siemens-SAP alliance is showing. SAP more or less confirms that you should not rely on SAP PLM for more advanced PLM-scenarios but on Siemens’s offering.

For less complex but fast-moving products, for example, in the apparel industry, you see the promise of connecting all suppliers in one environment is time to market and traceability. This industry does not suffer from products with a long lifecycle with upgrades and services.

So far, the best collaboration platform in the cloud I have seen in Shareaspace from Eurostep. Its foundation based on the PLCS standard allows an OEM and Supplier to connect through their “shared space” – you can look at their supply chain offering here.

Slide: PDT Europe 2016 RENAULT PLM Challenges

In the various PDT-conferences, we have seen how even two OEMs could work in a joined environment (Renault-Nissan-Daimler) or how  BAE Systems used the ShareAspace environment to collaborate and consolidate all the data coming from the various system suppliers into one standards-based environment.

In 2021, I plan to write a series of blog posts related to possible add-on services for PLM. Supplier collaboration platforms, Configuration Management, End-to-end configurators, Product Information Management, are some of the themes I am currently exploring.

Conclusion

COVID-19 has illustrated the volatility of supply chains. Changing suppliers, working with suppliers in the traditional ways, still hinder reducing time to market. However, the promise of a real connected supply chain is enormous. As Boeing demonstrated in my previous post and explained in this post, standards are needed to become future proof.

Will 2021 have more focus on the connected supply chain?

 

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