You are on page 1of 5

Good afternoon everyone, this is thulasi Narasimha reddy Welcome to SollidWorks Manage webinar.

Everyone present here are aware of what solid works PDM actually is.!

But I would like to introduce new product manage that is form SollidWorks PDM family

SOLIDWORKS Manage is an distributed advanced data management system

that extends the global file management and application integrations enabled by SOLIDWORKS PDM

It is also fully integrated with windows explores it is easy to learn and effectively use.


In present scenario as your business grows as well as your data grows

Data growth comes with data complexity

Till now we have data management nailed with SollidWorks PDM

But until now we don’t have much to help with complexity.

Now SollidWorks manage is here to help tame your data complexity.

Slide :5

Over the next 30 minutes, we’ll review these four major elements of SOLIDWORKS Manage,

those are

1. Dashboards
2. Project Management
3. BOMs and Records
4. and Process Management,

illustrating these 4 pillars How to tame your data complexity.

Slide 6:

Present Days one of the biggest challenges with any product launch is determining the status of where the
project is.

Are tasks getting completed?

Are we behind schedule in a given phase?

With SOLIDWORKS Manage information like this can be presented in an easy to understand dashboards ,

that can be tailored not only to display the critical information YOU need,

but also present the RIGHT information to the functional areas of your team.

Let’s have a look at Dashboards

When Video
1. Reporting(Dashboards)

This real-time reporting can be tailored per user and can display data in a variety of chart styles to help
everyone make sense out of the complex data that is important to them.

Users can even have more than one dashboard for displaying Project information, Process Management
status, or file and record detail.

And data for the Dashboard isn’t limited to only SOLIDWORKS Manage. Dashboards can be connected to any
database of information.

SOLIDWORKS Manage Dashboards will help your team gain Real-time Insight so they can make great decisions,

2. Project Management

Today, managing projects typically involves multiple, disconnected tools such as email, Microsoft Project and
Excel. They’re all good tools, but they’re not connected to the project team.

As we review the Project Management capabilities of SOLIDWORKS Manage, consider how this compares to
your process today.

Project Lists

After reviewing my dashboard, I’ll go straight over to Projects. From my list of projects, I can get a deeper
understanding of the progress status of each, and I can quickly consume project details through the preview
tabs at the bottom.

Project Grant Charts

Projects also act as a container to pull together all supporting and related information.

Gannt charts can be created by templates that have key stages and milestones for your NPI process already

Once created, timelines can be easily modified with simple drag and drop. Assigned resources and tasks are
visible in the same area.

Project Task Creation

Let's add a few notes to the task,

allocate what we anticipate the needed hours will be and to make it easy on our team,

we'll attach both the test specification and the design documents.

In the past, there'd be no way to do this because our projects weren't connected to our design documents.

Because SOLIDWORKS Manage is an extension of SOLIDWORKS PDM Pro, it's now easy to attach both
document records from PDM. We'll assign the appropriate resource to the task and we're done.

Project Bill Of Materials

The integration extends further when it's time to ensure we have a complete BOM.

Inside our project we can leverage the existing mechanical BOM from PDM Pro, as well as capture those
additional items like tooling, electrical components, and packaging.

We’ll get deeper into Bills of Materials in a moment.

Project Time Sheets

Are used To track the status of our projects,

(click) project stages can be modified by updating the percentage complete on the stage. Your team can select
the project task their working on and log time directly against it.

This provides a powerful way of getting an actual value for time spent,

compared to estimated time and ensures you have visibility to whether a product is still on track for delivery.

Issues & Risk Management

Finally, it's important to be able to track issues that might arise as well as mitigate risks that are identified.
(click) Both are clearly captured in SOLIDWORKS Manage and connected to the project where the whole team
has visibility to review and act if needed.

Slide :16

With integrated Project Management connected to your CAD data with user tasks and time tracking, you will
be able to stay ahead of schedule.

3. BOM And Records

SolidWorks PDM is a great tool for capturing the ENGINEERING BOM, but once the design is complete there is
still work to be done beyond the parts list.

We need to add items with no CAD data and create variations based on customer requirements or regional
component availability.

Trying to do this with spreadsheets or manual edits to CAD BOMs can introduce errors and limit the ability to
keep track of where everything is used. Watch how much can be done with Bills of Materials in SOLIDWORKS

For Non CAD Items

This bench assembly needs seat belts which are purchased items with no CAD data available.

(click) These must be selected by our safety department.

SolidWorks Manage allows them to find existing records and choose the correct part by reviewing the related

They can then add the part to the Bill of Material without any manual data entry or engineering resources

SolidWorks Manage expands the BOM beyond the engineering process by accounting for all items necessary
for delivery.

BOM Collaboration:

Hear Marketing wants a label with our logo on the bench seat.

(click) With SolidWorks Manage, THEY create a new record for the label and adds it to the BOM.

Then they initiate a task to notify the graphics team to get started on the artwork.

This is one example of how SolidWorks Manage allows cross functional collaboration on the BOM.
BOM Variants

In this scenario our project manager kicks off another task.

This time to our documentation team to localize the assembly instructions into English and German. Using
SolidWorks Manage,

the tasks roll up to the BOM showing the manager all the work that is being done to finalize the complete

To accommodate multiple languages, the documentation team creates two BOM variants where they can then
attach the appropriate localized instructions.

This would be very challenging to achieve working only with a CAD BOM.

Review & Approval

With the involvement of multiple departments,

Our non CAD items AND the logo artwork have been accounted for The localization variants of the assembly
instructions are complete.

The Project Mgr can now approve the final cushion BOMs clearing the way for production.

Slide :22

With SOLIDWORKS Manage, your BOM will become more than just an engineering parts list... It becomes a
collaborative and complete record of everything needed to deliver an end product, whether made of
documents, CAD files or records.

4. Process Management

The only constant in life is change right? And as engineers do we know about change! For many of us,
SOLIDWORKS PDM helps control change through workflows. But at times, those workflows DON'T provide the
flexibility or VISIBILITY needed for your complete change process.

I need to start a change order that follows my business process based on several change requests.

Rather than hoping someone reads an email to take action, I need to assign some tasks to my engineering

Connected To PDM:

First, SOLIDWORKS Manage is directly connected to your SOLIDWORKS PDM.

SOLIDWORKS PDM shows me where this part is used in assemblies and drawings.

And now with SOLIDWORKS Manage, I have visibility to its use in Bills of Materials, Projects...and several
Engineering Change Requests.

I'm ready to start an engineering change process to implement the approved requests.

New Process from PDM

To make it easy, I'll launch the new change process directly from the part in PDM.

My change process requires specific input from the creator to make sure nothing gets missed.
Process Assignment

Stages in the process can be assigned to specific PEOPLE.

For example, I'd like my engineering manager, Dave, to give the change order an initial review. When Dave
looks over the process, if he needs to re-assign the initial review to someone else...he can do it.

Process Tasks

Tasks are everywhere in SOLIDWORKS Manage, including processes.

To make sure everything gets finished on-time, I'll create a new task and assign it to Mike. I can explain exactly
what needs to be done and even block out the hours I expect he needs.

Task Lists:

SOLIDWORKS Manage reminds users through Task lists.

When Mike logs in, he will immediately see his to-do list of tasks. They even display on a calendar so Mike
knows WHEN to work on each item.

From there, the process continues through the necessary steps that have been configured for my business
needs, whether simple (click) or complex.

Process Visibility:

To make it easy to see, (click) everyone involved has visibility to the overall progress as well as who is
responsible for the next step.

My change process can even kick off a (click) sub-process to make sure the change is implemented in the
related bills of materials and pushed to our ERP software.

Process Reports:

I can run a quick report of the change at any time. (click) There is no need to fill out a document since
everything was gathered along the way.

SOLIDWORKS Manage can automatically send the same report to ANYONE to make sure nothing gets missed.

When you need comprehensive process control with Tasks, alternate approvers, parallel activities and reports,
SOLIDWORKS Manage is there to help keep constant control of that constant change to help you achieve
Repeatable Execution.