Windchill ProjectLink Product Positioning course Objectives By the end of this lesson you will be able to: > Articulate what Windchill ProjectLink is & it’s key capabilities > Describe the traditional challenges with project management & collaboration > Describe how Windchill ProjectLink addresses these challenges > List the 3 processes that Windchill ProjectLink supports > Articulate the Value Proposition for Windchill ProjectLink 2 Course Instructions How to successfully complete this course > To receive credit for this course, you must: 1. Finish all lessons of the course in their entirety • At the end of each lesson, you MUST complete the final slide 2. Finish all additional learning assignments • If an assessment or exercises are assigned to a course, they will each appear on a separate line > If you are unable to finish the course at one time: – To resume the course, navigate to your In-Progress Learning Activities in PTCU and choose Launch > To print a copy of this course, click ATTACHMENTS in the upper-right corner of your screen 3 Windchill ProjectLink Product Positioning Agenda > What is Windchill ProjectLink? > Who needs it? > What are the traditional challenges? > How does Windchill ProjectLink address the challenges? > Key processes supported by Windchill ProjectLink > Key capabilities supported by Windchill ProjectLink > Value Proposition 4 What is Windchill ProjectLink? A Proven Solution for Collaborative Project Management throughout the Product Lifecycle > Project-related information management – Central repository for all project-related product data including designs & models – Web-based project portal with embedded 3D visualization and search Planning Distributed Collaboration > Project collaboration and management processes – Self-administration project management – Project plan management – Process templates: design reviews, NPI, quality (Six Sigma, APQP, ISO 9000), etc. > Cross-enterprise access to project information – Anywhere access to project data through intuitive browser-based user interface – Connects to various CAD systems – Microsoft Project interoperability © 2006 PTC 5 Windchill ProjectLink Product Positioning Agenda > What is Windchill ProjectLink? > Who needs it? > What are the traditional challenges? > How does Windchill ProjectLink address the challenges? > Key processes supported by Windchill ProjectLink > Key capabilities supported by Windchill ProjectLink > Value Proposition 6 Who needs Windchill ProjectLink? Target Market > Small – medium – large organisations > Disparate team members > Global companies Target Buyers > Manager, Director or VP Engineering or Product Development – Managing engineering & product development – Program budgets, milestones, time-to-market – Product quality, performance & manufacturability Key Influencers > I.T. Management, CAD Administrator – Software installation – Support – User training 7 Windchill ProjectLink Product Positioning Agenda > What is Windchill ProjectLink? > Who needs it? > What are the traditional challenges? > How does Windchill ProjectLink address the challenges? > Key processes supported by Windchill ProjectLink > Key capabilities supported by Windchill ProjectLink > Value Proposition 8 A Typical Product Development Environment Distributed Mfg Distributed Mfg Supplier Supplier Preferred Parts Approved Vendors Supplier Feasibility Feedback Tooling Designs Work Instructions NC Programs FTP Procurement Requirements Design Feedback Part Designs BoMs Changes Engineering Models Drawings Simulations Design Partner Distributed Mfg Manufacturing Service SneakerNet Field Notices Customer Concerns Failure Reports User, Service Manuals Sales Marketing Custom Configurations Courier Customers Email Design Partner Design Partner Customers Concepts Requirements Proposals Customer Requirements Customers Market Requirements Brochures, Data Sheets © 2006 PTC 9 Traditional Collaboration Processes Lack Required Capabilities > Many tools used to manage projects and facilitate collaboration are rudimentary – – – – – – Telephone, Fax & Email FTP Exchange information via a shared Web page Courier Web Meetings Microsoft Project > No way to know if data being shared is outdated or inaccurate information © 2006 PTC 10 Collaborative Project Management Challenges Working with cross functional, cross enterprise teams across multiple geographies > Collaborating on product development activities across distance and teams – In a secure and coordinated fashion – Intelligently incorporating rich product design content > Exchanging product and manufacturing information with partners and suppliers – – – – Working with diverse software tools and applications Standardize work practice Managing change reviews, approvals and implementation activities Managing and protecting intellectual property > Optimizing business processes – Driving conformity to standard processes – Automating burdensome manual activities – Gaining visibility into key activity status > Completing projects on-time and on-budget – – – – Sharing and maintaining the project plan Making trade-off decisions across projects Gaining visibility into current project status Notifying impacted parties of changes PTC Confidential 11 The importance of Project Management Execution > Companies perform better when they – Take a broader business perspective on program management to include: • Product development • Scheduling, tracking • Bid management – Effectively manage projects – Rely on empowered leaders using businessoriented processes – Enable these processes with effective tools and performance metrics > Companies are more successful with a comprehensive business perspective of program management – Win a high percentage of award fees – Complete projects on time and on budget PTC Confidential 12 Windchill ProjectLink Product Positioning Agenda > What is Windchill ProjectLink? > Who needs it? > What are the traditional challenges? > How does Windchill ProjectLink address the challenges? > Key processes supported by Windchill ProjectLink > Key capabilities supported by Windchill ProjectLink > Value Proposition 13 Windchill ProjectLink for Collaborative Project Management & execution Working with cross functional, cross enterprise teams across multiple geographies > Collaborating on product development activities across distance and teams – Provides controlled access to all project-related information. – Embedded visualization with markup & interrogation tools. > Exchanging product and manufacturing information with partners and suppliers – – – – Integrated with other software tools and applications. Standardized projects. Automatic distribution of tasks to team members. Three levels of security – user-authentication, project access, file access. > Optimizing business processes – Utilize Corporate & functional project templates. – Workflows automatically distribute tasks to correct users. – Tracking of project schedule, deliverables & status. > Completing projects on-time and on-budget – – – – User portals give personalized views of specific projects. Subscription & notification keep team up-to-date on project. Escalation policies for proactive & follow-up notifications. Re-assignment of tasks relieves bottlenecks. PTC Confidential 14 Windchill ProjectLink Product Positioning Agenda > What is Windchill ProjectLink? > Who needs it? > What are the traditional challenges? > How does Windchill ProjectLink address the challenges? > Key processes supported by Windchill ProjectLink > Key capabilities supported by Windchill ProjectLink > Value Proposition 15 Windchill ProjectLink processes Three processes from PTC framework supported by Windchill ProjectLink PTC Confidential 16 Project Management Plan, execute, monitor & control complex development efforts & dependencies across globally distributed project, product & technology teams. > Project planning & tracking – Planning & management of project activities & deliverables – Critical paths & interdependencies – Automatic delivery & tracking of tasks > Distributed project collaboration – Secure managed workspaces – System of record > Project dashboards – Project progress through live dashboards & reports 17 Design outsourcing Engage with a third party to deliver a system, sub-system, component design or design services. > Traceable product data sharing – Create, review, distribute & track packages of information with external partners. > IP protection support – 3 levels of security. > Work practice standardization – Standard templates with aligned business processes & work methods. > Partner change integration – Integrate partners into review & approvals. – Increase visibility of problems & impact. – Improve quality & efficiency. 18 Manufacturing outsourcing Engage with a third party manufacturer to produce a part, component, or product. > Traceable product data sharing – Create, review, distribute & track packages of information with external partners. > IP protection support – 3 levels of security. > Work practice standardization – Standard templates with aligned business processes & work methods. > Partner change integration – Integrate partners into review & approvals. – Increase visibility of problems & impact. – Improve quality & efficiency. 19 Windchill ProjectLink Product Positioning Agenda > What is Windchill ProjectLink? > Who needs it? > What are the traditional challenges? > How does Windchill ProjectLink address the challenges? > Key processes supported by Windchill ProjectLink > Key capabilities supported by Windchill ProjectLink > Value Proposition 20 Key capabilities of Windchill ProjectLink Project-related Information Management > Secure Location for Project Data – Global access through web – Segregated from production database – Defined roles with ad-hoc access PTC Confidential 21 Key capabilities of Windchill ProjectLink Project-related Information Management > Embedded Visualization – – – – View designs without CAD Access related drawings and documents Pan, zoom, spin, rotate, section, measure Annotate PTC Confidential 22 Key capabilities of Windchill ProjectLink Collaboration > Tools for Collaboration – – – – – – – Routing and workflow Subscription Notification Discussion forums Integration to data authoring applications Visualization, including view and markup Web meetings PTC Confidential 23 Key capabilities of Windchill ProjectLink Project Planning > Creating & Working with Project Plan – Advanced project plan authoring – – – – – Simple Activity creation Activity time definition Precedence support Activity scheduling with Task Type Project plan display: Timeline & Gantt > Displaying and Tracking Project Plan – Robust and detailed project plans • Detailed activity duration • Full precedence relationship definition – Support of Deadline (due date) – Support for date constraint PTC Confidential 24 Key capabilities of Windchill ProjectLink Import a Microsoft Project plan. Replace or synchronize plans PTC Confidential 25 Key capabilities of Windchill ProjectLink Project Reporting > Default reports provided – – – – – – – Project Status Report Overdue Items At Risk Items Items Not Started Open Work Closed Work Change Log > Project Monitor PTC Confidential 26 Key capabilities of Windchill ProjectLink Integral with authoring tools > Creo Parametric Embedded browser for Windchill ProjectLink activities Dynamic graphical preview of model prior to download > 3rd party CAD application Check-out models “on the fly” upon modification of parts and assemblies > Microsoft Office – Browse Windchill from Windows explorer – Meeting creation from Outlook – Check out /Check in from office applications – Export/Import from Microsoft project Check models in/out from model tree PTC Confidential Drag & Drop models into Creo Parametric 27 Key capabilities of Windchill ProjectLink Integral with Windchill PDMLink > Product Data Sharing – Share product data by inviting internal and external participants to your PLM environment > Integral operations – Share : Read access to objects – PDM Check-out : Modify access to objects – Send to PDM : Manage incorporation of partner data – Support sharing and checkout of • Products, Parts, Documents, CAD documents, Change objects, Manufacturing process data, Requirements etc… PTC Confidential 28 Windchill ProjectLink Product Positioning Agenda > What is Windchill ProjectLink? > Who needs it? > What are the traditional challenges? > How does Windchill ProjectLink address the challenges? > Key processes supported by Windchill ProjectLink > Key capabilities supported by Windchill ProjectLink > Value Proposition 29 Windchill ProjectLink Advantages Improved Product Development Collaboration > Realizable Benefits – – – – Save 40% in product development time through effective collaboration Eliminate 70% of physical prototypes Reduce data proliferation by 30% Significantly reduce travel expenses > Processes Improved – – – – – – Design and manufacturing reviews Conceptual design collaboration Outsourced design and manufacturing Proposal response Customer collaboration Change investigation Processes Product Development Time Reduce Physical Prototypes •Numbers are industry averages based on research from: Cooper, The Product Development Institute, PTC, and Giga © 2006 PTC 30 Windchill ProjectLink Advantages Improved Project Management > Realizable Benefits – Reduce travel-related expenses up to 50% – Reduce manufacturing errors up to 50% – Reduce product development cycle times by up to 40% > Processes Improved – Project manage an engineering workgroup, change, or outsource development – Project manage manufacturing outsourcing – New product introduction (Stage-Gate; PACE; Toll-Gate) – Quality strategies (Six Sigma, APQP, ISO 9000) – Project portfolio and global project management © 2006 PTC Processes Reduce Travel Expenses Reduce Manufacturing Errors 31 Value Proposition Windchill ProjectLink helps companies to: > Reduce Time-to-Market and Increase Competitive Advantage – Keeps team moving forward on the right activities. – Web-based tools capture good ideas and best practices from internal and external participants. > Drive Adherence to Corporate and Industry Standards – Ensures cross-functional processes are in accordance with prescribed standards. – Formalizes critical quality management methodologies. > Secure collaborative project space for global exchange and collaboration – Controlled and traceable exchange of design data. PTC Confidential 32 Value Proposition Windchill ProjectLink helps companies to: > Decrease overhead costs – Reduce status meetings, travel, shipping and other overhead > Decrease product costs – Reduce re-work and defects – Facilitate design re-use > Improve product quality – Reduce defects with improved communication and visibility – Standardize processes and improve compliance PTC Confidential 33 Objectives By the end of this lesson you will be able to: > Articulate what Windchill ProjectLink is & it’s key capabilities > Describe the traditional challenges with project management & collaboration > Describe how Windchill ProjectLink addresses these challenges > List the 3 processes that Windchill ProjectLink supports > Articulate the Value Proposition for Windchill ProjectLink 34 Windchill ProjectLink Product Positioning course PROPERTIES On passing, 'Finish' button: On failing, 'Finish' button: Allow user to leave quiz: User may view slides after quiz: User may attempt quiz: Close Window Close Window After user has completed quiz At any time Unlimited times 36