Leaving Information Island

Democratizing information is a cornerstone for a successful Digital Transformation

In projects that aim to improve the information workflows at product development companies I like to start by mapping out the current sources of information and the processes that work in-between them on a whiteboard. It gives context and a greater understanding of organizational needs and challenges. In most cases the whiteboard turns into a map that overlooks an archipelago of information islands.

Those islands have been shaped by years and years of demands of information-sharing between systems, departments and people. In most cases the customer is aware of its weaknesses and that a more thought-through solution could replace it – “but it works for now”.

Nothing is static

Companies need to start challenge and evaluate their processes. The phrase “this is how we’ve always done it” has served them well, but just doesn’t cut it anymore. I firmly believe this is a do or die type of situation for many companies, where the ones that evaluate their processes and start to transform over the next years will be the ones that survive.

As development gets more challenging, with complex products and more launch dates on a lower budget, employees must receive the correct information at the right time. This can only be effectively done by collaboration during the product’s full lifecycle. Collaboration between departments, systems and processes will help to eliminate non-value adding activities and keep development costs down, all this while also increasing productivity and improve quality. To be at the forefront in any industry, now perhaps more than ever, you need to make an effort where it matters.

Challenging times

Manufacturing companies face challenging times. Apart from the ongoing crisis and the possible aftermath it could cause, there is also the inevitable fact of the aging workforce. Many have been with the company for a long time and know all of its processes in detail. They helped shape the information islands and they inhabit them. Great parts of that information could very well be lost as this aging workforce walk out the door, leaving for a well-deserved retirement in a few years. Their knowledge can simply not be taught in university classes, online training’s or in YouTube tutorials.

New people need to be employed and trained from the ground up. However, this is a new generation of workers that in general are individualists. They won’t stay with a company for decades like many of the current employees have. They need to be constantly challenged to stay interested and they will challenge their employee in their methods of working. When they inherit the knowledge from their more experienced colleagues, they might as well be on their way to new exciting adventures at other companies and you would have to start all over again.

The ageing workforce and information islands are two examples of challenges where digital transformation will play a vital part in the solution.

In my experience, the customers with the most successful digital transformation journeys are the once that have tread softly. They have moved with small but dedicated steps towards their goals, which has given them a more in-depth knowledge of how their company act and work, and the opportunities that digital tools have to offer. The insights often result in the journey changing its course and it’s easier to make decision changes to a set of small projects rather than a huge one. By treading softly and including people in the process, there is also a better chance of the employees embracing the new ways of working.

Leaving the island

So how do you start? My advice is to leave these information islands. Any digitalization journey will require you to have control over your data and eliminating isolated information is a necessary first step. It will improve not only the quality of your data but also the quality of products and services. It will lower the time spent on non-value-adding activities, secure information as the aging workforce retires, and attract new talents with modern ways of working. This results not only in a quick return of investment but also an excellent start for your digital transformation journey.

For a continued read, I would suggest this article on PDM, Product Data Management, a tool that has gotten a renaissance in this era of digitization.

How is this put into practice? Take a look at how JBT, Axis or EdiLog have approached these issues.

If you want to know more about Product Lifecycle Management, don’t hesitate to get in touch with our team at this link.

Best regards
Nils Persson

 

PDSFORUM – An event that inspires digital transformation

An event that inspires digital transformation
Every step in the value chain — from product engineering to manufacturing, service, and sales — can impact your sustainable competitive advantage. Connecting the dots between people, processes, and products sets your foundation for success for years.

But how is it done? How have others done it? Maybe the answer is found at PDSFORUM 2023.

 
What is PDSFORUM?

Participate in the largest PDSVISION event that enables engineers, designers, illustrators, and management to meet, get inspired, and share experiences. Gain insights into approaching your current challenges, setting up a sustainable strategy, and planning for future activities and projects.

PDSFORUM as an event has been around for ten years. Every year the goal has been to refine and improve based on feedback from previous years and with the guidance of our customers.
“4.5 out of 5 in the score for our workshops”
Participant survey
“The most important and best event of the year if you work with PLM.”
Participant PDSFORUM 2019
 
A live event to inspire the start or improvement of your digital journey
PDSFORUM is an event for businesses that want to improve or start their digital journey in design, product development, and aftermarket. The three main reasons to participate are:

Share solutions and experience
Learn about best practices for streamlining and improving your product development. Find inspiration related to new areas and opportunities for improvement. Gain insights into how others have met their challenges.

Network
Meet your industry colleagues and share experiences about everyday challenges. Build meaningful relationships and connections to use during future journeys.

Be inspired
Learn about the latest trends and developments in the industry. Be inspired by our speakers and other participants, and find new motivation, insights, and knowledge for future projects and activities.

Seize the opportunity to learn from others
Is there a better way? Build your network, make new connections, and maximize short-term and long-term gains from participating. Several projects we have been involved in have originated in PDSFORUM, where a seed has been planted, an idea has been born, or an approach has been validated.

Our ambition is to spread some joy and allow for positive business outcomes for our participants that, to some degree, can be traced to the participation of PDSFORUM.

 
PDSFORUM 2023 – Making product development sustainable
This year, PDSFORUM will consist of inspiring sessions within relevant areas, such as PLM, CAD, simulation, aftermarket, AR, and IoT. We will hear from PDSVISION experts, partners, customers, and inspiring external speakers.

See the full agenda and read more about the events here:

PDSFORUM 2023 Sweden | April 25-26, 2023 | Gothenburg

PDSFORUM 2023 Germany | April 27, 2023 | Kreuztal

PDSFORUM 2023 Finland | May 3, 2023 | Tampere

We hope to see you at the event!
[caption id="attachment_18364" align="alignleft" width="174"] Marko Hannula – Presenter PDSFORUM Finland[/caption]

[caption id="attachment_18371" align="alignleft" width="174"] Elin Wegner – Presenter PDSFORUM Sweden[/caption]

 

 

 

 

 

 

 

 

Some of our customer speakers
[caption id="attachment_18403" align="alignleft" width="150"] Atlas Copco Industrial Technique at PDSFORUM Sweden[/caption]

[caption id="attachment_18410" align="alignleft" width="150"] Axis Communications at PDSFORUM Sweden[/caption] [caption id="attachment_18417" align="alignleft" width="150"] Electrolux Professional at PDSFORUM Sweden[/caption]

 

 

 

 

 

 

 

[caption id="attachment_18424" align="alignleft" width="150"] HIAB at PDSFORUM Finland[/caption] [caption id="attachment_18431" align="alignleft" width="150"] MSK Group OY at PDSFORUM Finland[/caption]

 

 

 

 

 

Different Product Configuration Approaches

Product Configurators gives companies a possibility to manage product variants in an efficient way, for PTC Creo Parametric, we use myPDS Configurator, but more about that later.

You hear often people talking about product configurators as a solution to quite different and sometimes even conflicting needs. Whereas configurator gives a company a possibility to manage product variability in an efficient way, this should not be confused with product portfolio management.

Configurators are used to generate a unique product structure for a specific order or quote without the need to create and maintain all possible product variants.

In many cases a product may have hundreds of thousands possible variants but only fraction of possible variants is ever sold or quoted. Naturally companies do not want to spend money in creating and maintaining documentation for structures that are never going to be built.
Do you have a few products but a million product variants?
The different configurator requirements and solution can roughly be divided to three categories:

Sales Configurator, also known as Configure Price Quote (CPQ)

Focused in creating quotation documentation including pricing efficiently. Sales and pricing rules are often very different compared to rules used to create physical product structure.

BOM Configurator

Focused in creating engineering or manufacturing BOM efficiently. Need to be able to create a complete BOM and use very sophisticated configuration rules.

Design Automate

For complex, and many times one-off product deliveries, there are number of design deliverable’s that need to be created. Design automats are focused in automating the deliverable creation. Automation can lead many times to significant design time savings.

Different configuration approaches – ATO – CTO – ETO
When listening people talking about different configuration approaches, you might hear ATO, CTO or ETO acronyms. The definition of them is not always 100% clear and my explanation here might differ slightly from someone else’s explanation.
Assemble to Order (ATO)
This configurator type might be the easiest one to understand. Here a unique product configuration is created by combining existing product options (or modules). Normally options are kept in stock and configuration is created when an order requiring specific combination is received. Only top-level item is created as new variant collecting the options. There is very little engineering needed and no order specific documentation created apart from Bill of Material.

Most common way is to create so-called super-BOM (or 150% BOM) that collects all product options into one structure. The order specific structure is created using choice logic to select or filter the combination of options needed in specific order.
Configure to Order
Difference between configure to order and assemble to order processes is little vague. It can be said that Configure to Order process can create more order specific variants than just top-level item. Top-level product structure can have variant children that have been created by combining options under them. Still there is no need to create order specific manufacturing documents or product visualizations. All the options have been pre-validated to be compatible by engineering when creating the super-BOM.
Engineer to Order
Some say that Engineer to Order is not a configuration process at all. It is used for deliveries where significant number of new items, and sometimes even new options, need to be created to fulfil the order. And in a way this is true. But this domain has big engineering time saving potential, if the product architecture and design tools support configuration.

Design automats can automate creation of design deliverable and save hundreds of design hours per delivery project.
When to use a configurator?
Creating a configurator is an investment and takes most of the time more time and resources than anticipated. Because of this, a company should evaluate following things before starting a configurator:

What is the number of potential product variants, if all them would be created?
What is the configuration approach, ATO, CTO or ETO?
For ETO, what is the number of design hours spent in creating documents for one variant?
For ETO, what is the anticipated order volume for each product being analyzed?
Is it a competitive advantage to be able to deliver products that meet customer requirements through configuration?

Implementing configurator or design automat to ETO process requires typically product to be redesigned to support configuration. It should be realised that typically it is not feasible to try to be able to create all possible variants with a configurator. 80-90% production volume target for a configurator is many times best that should be expected. Trying to reach higher level of automation will either lead into too strict product structure that does not allow needed flexibility or will cost too much to be economically justified.
Finally
Finally, I would like to mention few technical capabilities that should be evaluated when choosing a configurator solution:

What is the requirement for component individuals? Can different component occurrence have different rules applied to itself when placed to a parent?
What deliverables should be created as part of the configuration process? Typically, configurators can create 3D models easier than manufacturing drawings and like.
For CTO and ETO products, the design automat should also be able to add components to a parent and not only remove unneeded options. In best case the whole model and drawing should be possible to create from scratch. For complex and large products, it is not feasible to create an assembly holding all possible options.

 

Best Regards
Perttu Korpela

XML – DITA, DocBook, S1000D or Shipdex – Are you confused?

More and more, technical writers are realizing the value of XML as a format to use for their document creation but there is many different standards like DITA, DocBook, S1000D or Shipdex. One of the first questions facing this new user of XML is what standard of information structure to use? In our view the standard must fit the company business requirements and our experience is that a very complex data model rarely has a payback. This is a short article to try and sort out the differences and also to introduce our own “standard” Simonsoft Techdoc.
Background
We once received a question what XML standards are there for our industry? A simple Google search later and we had found some 60 different XML standards all claiming to be a just that – a standard. This can make anyone draw their breath so let’s start with the principles.
An XML document separates between Content, Style and Structure.

For the author to follow the same principles of a document the structure is controlled by a “DTD” (Document Type Definition) or “Schema”. This is a structural XML file that controls what content is allowed when, how content can be reused, what file elements are allowed when etc. In short, 2 authors that use the same DTD can always merge their documents into one without any issues of style like page breaks.

So far so good but once you look into different industry specific documentation the content will be rather different when documenting a Linux server or a Submarine. So the different industries began to form standard DTDs that fit their needs. The three most common are DITA, DocBook and S1000D (Shipdex).
Book based DTD´s – DocBook
The most common publication of all is the classic book. It has a front page an index, chapters and a back matter. Some more technical publications might also include subchapters or sections.
This is a format that everyone is comfortable with. The abstract structure of front page, title, index and chapter can be the placeholder for content regardless of which. The book as a DTD works!

There are a few standardized DTDs around the book and the most common is by far Docbook. It is a structural file that has some 20years of development and will be included in any standard XML editor you purchase. Most existing DTDs are book based with the advantages of:

Easy to migrate MSWord, InDesign or other documents into
Comprehensive and easy to learn
Easy to build Style sheets for

Topic-based DTD´s – DITA
As a rather sharp difference with a book based DTD there are many in the XML industry talking about topics. The by far most known standard is DITA (Darwin Information Type Architecture). The DITA standard was invented by IBM and then mainly for software documentation purpose.

To explain the topic based structure one could make an analogy of a company’s web page. Each page can then represent a topic and the complete page set the document. Now for web this sounds like a brilliant idea, but what if I need to actually produce a book. Well DITA solves this with a structural placeholder called the “book map”. In this map all topics can be linked in with the order that is wanted for the actual publication.

As you can imagine DITA makes it rather hard to migrate old content from its book form but fits extremely well for software documentation or any content that is aimed for web publish. It´s also so that writing rules must be much harder enforced since each topic must stand for itself. Remember the old game where you write a saga on a paper but each person in the class writes one paragraph and the folds the paper so the next writer only can see the last sentence. If no rules are given beforehand the saga can be rather funny in the end.

Advantages with DITA:

Extremely modularized that can allow for higher re-use
Good for software documentation and web-publish
Possible to translate topics individually since no context dependency Disadvantages:
Hard to learn
Costly migration
More complex to create Style sheet

Module based DTD´s – S1000D, ATA and Shipdex
There is one more major alternative to the book based and topic based DTD and that is to chop up the XML content in modules. In our meaning not that far from the topic based but it is really about linking it to the product structure.

The three standards are very similar but are initiative from specific industries. S1000D – military, ATA – Commercial Airlines, Shipdex –shipping.

It is actually quite easy to understand the purpose of these standards. If an airplane manufacturer wants to assemble all the documentation about the airplane, probably more than hundred suppliers are involved. If each supplier uses their own format and way of writing it would be almost impossible to merge the information into one documentation set. It is even so that suppliers within these standards must deliver the information as XML where no style is applied. All to better serve the creation of a complete documentation set.

These standards are extremely demanding for a manufacturer to follow and so it is very rarely used outside of the mentioned industries. For suppliers only partly supplying to these industries we would even recommends using another standard and creates an export function to the needed standard.
Finally
A standard is always a standard and as such it tries to serve all. This leads to that they are all over engineered and very hard to use out of the box. For instance there are 5 different ways to tag an image in DITA. That means that reuse will take a big hit. Most projects then require a pre-phase where the standard is adopted for the company needs. This is expensive and time consuming.

Simonsoft has developed “Techdoc”. Our own version of a book based DTD but with some increase in modularization, better process descriptions and a predefined style. We have also enabled techniques to export the information for any modularized standard like Shipdex or S1000D.

All of this, in order to enable a fast XML deployment, for the medium sized company.

Good luck!
Jonas