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

Workflow Automation in SolidWorks Enterprise PDM

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

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Page 1: Workflow Automation in SolidWorks Enterprise PDM

Doc-Ref Validation Add-In for EPDMKishore GarakipatiPLM Pre-Sales & Solutions Manager

Ragu ThulasiramanSr. Manager – Engineering Services

Page 2: Workflow Automation in SolidWorks Enterprise PDM

Agenda

What is Doc-Ref Validation?

What is the Business Need? Why Doc-Ref Validation?

Business Benefits

Doc-Ref Validation Module - Configuration Set-up

Doc-Ref Validation Module – Working Scenario

Example Demonstration – Live, Hands-On

Driving Return on Investment (ROI)

PDM Pro+ Services Add-In - Special Features

Q & A Session

Page 3: Workflow Automation in SolidWorks Enterprise PDM

What is Doc-Ref Validation?

Interactive, admin-configurable and custom built Add-In aimed at extending the functionality of EPDM workflows.

Designed to “Manage and Control" the lifecycle status of a document (parent) and also the documents (child) referenced based on the configured rules.

A design checkpoint module, a document VALIDATOR and a productivity improvement Add-In

Page 4: Workflow Automation in SolidWorks Enterprise PDM

Why Doc-Ref Validation?

Customer Voice: Business Need

"I would like to prevent our staff from releasing drawings until the part or assembly has been released"

"How can we prevent a Parent-document being promoted ahead of a Child-document"

- SolidWorks EPDM Engineer from Australia

- SolidWorks EPDM Engineer from USA

Page 5: Workflow Automation in SolidWorks Enterprise PDM

Business Benefits

Doc-Ref Validation Add-In provides an enhanced control over the document lifecycles, improves efficiency & aims at waste reduction by

Saves time & effort associated with non-value-added design tasks like data corrections, retransmit and re-fixing and re-work tasks

Reduction of errors & wastage in downstream functions like procurement and manufacturing.

― ex: Reduction of data qualification/ document review timelines & processes

― ex: Reduction of scrap (material waste in production due to document mismatch)

Enforcing control over the design/document lifecycle (release) processes with a proper conduct.

Page 6: Workflow Automation in SolidWorks Enterprise PDM

Doc-Ref Validation - Configuration

Designed to “Manage and Control" the lifecycle status of a document (parent) and also the documents (child) referenced based on the configured rules.

When to apply the control…!!

For what parent doc types…!!

What are the control logics…!!

Page 7: Workflow Automation in SolidWorks Enterprise PDM

Doc-Ref Validation – Scenario1

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

Page 8: Workflow Automation in SolidWorks Enterprise PDM

Doc-Ref Validation – Scenario2

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

Page 9: Workflow Automation in SolidWorks Enterprise PDM

Doc-Ref Validation – Scenario3

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

Page 10: Workflow Automation in SolidWorks Enterprise PDM

Doc-Ref Validation – How it Works?

In this scenario, SW-100203 assembly cannot be “Approved” unless it’s referenced parts SW-201780 & SW-201805 are released in the workflow or if not in transition to the “Approved” workflow state

Page 11: Workflow Automation in SolidWorks Enterprise PDM

Doc-Ref Validation – Scenario4

Page 12: Workflow Automation in SolidWorks Enterprise PDM

Demonstration - Live

Live Demo & Hands-ON….!!!!

Page 13: Workflow Automation in SolidWorks Enterprise PDM

Driving Return On Investment (ROI)

Areas of ROI base lining Business Benefits

Engineering Cost Savings - calculated as a percentage savings of engineering costs

Product Manufacturing Cost Savings - calculated based on a per-unit cost reduction

Page 14: Workflow Automation in SolidWorks Enterprise PDM

Driving Return On Investment (ROI)

Sample ROI Chart

Disclaimer: The ROI shown above is only for demonstration purpose and will vary on case to case basis

Page 15: Workflow Automation in SolidWorks Enterprise PDM

Pro+ Doc-Ref Validation Add-In - Special Features

Admin configurable and interactive Add-in.

Can be configured for any number of conditions with different combinations.

The reference documents can be of any file type. The reference documents can be of any number.

The workflows definition can be same or different for parent & its reference documents

Control on lifecycle of a document based on pre-defined settings (either state or variable) applied to one (or more) of its referenced documents.

Page 16: Workflow Automation in SolidWorks Enterprise PDM

Q & A ….