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PLM
RPM
Tech PDM
Tomorrow’s technologies hold innumerable tools and benefits that companies can use to improve their processes and gain efficiencies and profits. At Razorleaf, our focus is to find tomorrow’s technologies and make them available to our clients today. Our entire technical staff is consistently on the lookout for tools that will help our clients gain a competitive advantage and claim valuable market share.

Razorleaf currently focuses on three primary technologies:

Below are brief descriptions of each technology, but feel free to select a technology in the navigation bar to the left to see a more extensive primer that explains the technology, providing you with the basic knowledge that you need to start investigating the application of the technology in your own enterprise. As always, Razorleaf will be happy to assist you in determining what benefits exist for your organization as well as helping you to evaluate vendors and products.

Product Lifecycle Management (PLM)
Product Lifecycle Management (PLM) tools provide a secure, central repository with project management and workflow tools for all of the information required to develop, market, manufacture, distribute, and even dispose of a product (i.e. throughout the product’s entire lifecycle). By centrally storing, controlling and routing all of this information, PLM allows everyone in the extended enterprise to be on the same page instantly and consistently. This means, for example, that a component that is specified by engineering can then be confidently ordered by purchasing, received and verified by shipping/receiving and properly installed by manufacturing, all based on the information entered once, by engineering. Presenting a single “system of truth” allows each group to focus on their specific strengths and tasks, instead of focusing on the development or maintenance of numerous disparate systems, each holding their own separate information.

PLM tools allow you to track all of the information required to produce and support your products including product information, supporting files, vendor and purchasing information. The management tools in PLM provide security, automatic revision and change history, searching capabilities, project management and workflow management. The benefits to these are many, including:

  • Document security protects your intellectual property from accidental and malicious modifications and deletions. The advanced securities built into PLM, satisfy many leading certification and governmental regulations including ISO9000 and FDA 21CFR11.

  • Automatic revision and change history records all of the when, who and why information surrounding a change. Full revision management in PLM systems allows multiple versions and revisions of information to exist, and revision states allow security and access to change based on the approval or release status of a particular revision. Further, these systems are sophisticated enough to fully manage revisions of related items, tracking which revisions of a component are associated with which revisions of an assembly. These tools combine to reduce or eliminate errors and scrap caused by building to an obsolete specification or drawing.

  • Searching capabilities allow people to find the information that they need very quickly by searching on the information that they do know. No longer is a part number or item number required to unlock the information for a part. This freedom of access to information encourages corporate standards and data reuse (ex. Design team members will look for existing components before designing or specifying something new). The resulting savings in time, effort and manufacturing simplification are only eclipsed by the savings from increased purchasing power due to economies of scale.

  • PLM greatly enhances project management for project leaders and design team members with executive dashboard views into complete product information. As PLM tracks the current state of all product information throughout the lifecycle, designers, managers and support staff alike can instantly see the high-level status of the project. The centralized information stores help resource allocation and collaboration, allowing project managers to keep a firm handle on multiple projects and share information across projects and across work teams.

  • Workflow management tools allow users to optimize their processes and automate the movement of approvals, change notices, and other time sensitive tasks. By electronically routing all of the supporting information and documentation with the workflow, the time required for any user to evaluate their part and sign-off is dramatically reduced shortening approval and overall design cycle time. The time that the proverbial “notice and folder” spend traveling is almost completely removed, and there is no question where in the process an item stands (time stamps record when the item passes through each checkpoint). With predefined best practices built into the system, and the ability to design any process of virtually unlimited complexity, PLM systems can help design the optimal processes.

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Rules-Driven Product Management (RPM)
Rules-Driven Product Management(RPM) technology grew out of the Rules-Based Engineering and Knowledge-Based Engineering capabilities of the past to provide new and innovative ways for Engineer-To-Order (ETO) and Configure-To-Order(CTO) companies to provide customized products to their clients. RPM technologies capture the intellectual property from ETO/CTO organizations to allow everyone in the organization to have all of the rules-of-thumb from engineering, purchasing, manufacturing and sales at their fingertips. These centralized systems are typically used to manage and apply all of this knowledge to sales and development processes that are typically very engineering intensive. These processes can be optimized, leading to faster, more accurate, and more complete quotations, more bids, more wins, and a refocusing of engineering efforts, from completing repetitive tasks, to focusing on specialized high-margin prospects or new product development.

RPM tools allow you to capture and apply rules from engineering, manufacturing, pricing and other areas to build flexible products that can be sold and produced as easily as standard products. The tools in RPM provide the capture and management of intellectual property, easy and customized interfaces for a variety of users, automatic and semi-automatic generation of a variety of deliverables, and complete history tracking for product designs and rules. The benefits include:

  • Intellectual property is a company’s only true competitive advantage. Once an employee leaves, their knowledge cannot be replaced. Storing, documenting, and being able to automatically apply this knowledge means that employees can focus on providing continuing benefit to the company, rather than just being a “goto person” for a particular subject. Additionally, once Intellectual Property is captured and documented, new employee training is rapidly accelerated, making new people productive almost immediately. Finally, documenting the processes and underlying assumptions behind a company’s products, allows those processes can be optimized and improved as assumptions are brought into the open and can be questioned.

  • By allowing companies to create the interface that users see, each group within the organization can be presented with an customized, intuitive, easy-to-use environment in which to work and capture the information that they need to complete their portion of the process. This information is then centrally stored, and made available to the next team member, in a format that is most logical to them. Errors, miscommunications and omitted details are avoided as everyone works from the same data.

  • Most impressive is RPM’s ability to generate deliverables automatically or interactively based on the rules and input from the user. This allows a salesperson to sit with a client to collect the information required to specify a project, and instantly present the client with an accurate quotation that could include pricing, Bills of Materials, accurate delivery times, 2D engineering drawings, 3D solid models, or virtually any other documentation. The instant generation of accurate, high quality documentation increases win ratio, maintains profit margins, and even increases sales volume. RPM tools can even integrate with content generating tools like 2D and 3D modelers to allow users to interact with the models during the specification process. This allows the prospect to enter or select values and instantly see what they are going to order in 3D,increasing your prospect’s tendency to purchase on the spot, shortening the sales cycle.

  • History tracking allows users to access past quotations, orders, or other products that have been specified. This ability allows a company to save time and effort by easily reuse products that have been produced before, making custom products instantly “standard.” RPM tools also track the history of the rules, so that any changes can be tracked with a time, date and user stamp. This complete audit trail helps to satisfy a number of certifications including ISO quality standards.

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Product Data Management/Technical Data Management (PDM/TDM)
Product Data Management/Technical Data Management(PDM/TDM) technology is similar to PLM in that it provides centralized security and access to technical files. PDM/TDM solutions, however, are a much more focused set of tools designed to manage the electronic files developed by groups and smaller organizations. By integrating directly with the tools that workers use to develop their files (ex. SolidWorks, AutoCAD, Microsoft Word), PDM/TDM tools provide a fast, easy and convenient way for files to be securely and centrally managed. By allowing users to track information about their files, searching capabilities are provided to help users find files that they created, or information that may already exist in the system. PDM/TDM tools also provide centralized file security, revision management and storage, allowing multiple users to collaborate and share information.

PDM/TDM tools allow you to easily share, secure and manage your company or group’s important electronic files. The tools in PDM/TDM provide central storage and security of important files, browsing and searching capabilities, revision and lifecycle states, and integrations with the tools your organization uses to create files. The benefits to these are many, including:

  • Central storage and security of your files means that they are easily archived, available to be shared by all users, protected from accidental and malicious destruction or modification, and completely traceable for ISO or other quality process certifications.

  • Browsing and searching capabilities allow your team to quickly find the files that they need based on the information that they know, or on the relationships between files (ex. between a part file and it’s specification document or analysis results). Searching capabilities also make it very quick and easy to find if similar files already exist, encouraging the design team to reuse parts and other documents, saving time and money and encouraging corporate standards.

  • By tracking revision states, users are assured that all version of their documents remain safe, and the proper relationships between revisions are retained (ex. this revision of this part was used in this revision of this assembly). By tracking a lifecycle state or utilizing basic workflow functionality, document access can be controlled throughout the design process. For example, manufacturing can be provided with access to only the latest approved revisions, while designers, approvers, purchasing agents and other groups or users can all have their own access rules. Errors, miscommunications, and scrap are no longer caused by the use of outdated files or prints.

  • Automatic routing of files for approvals reduces the time required for release and change process, reduces errors, and eliminates miscommunications. Some PDM systems allow for the creation of custom workflows for file review and approval, further integrating the PDM/TDM system into the company's internal processes.

  • Integrating PDM/TDM tools directly into the programs that you use everyday allows users to have their files managed as quickly as the files are created. Additionally, relations between files are automatically derived from the programs, so complex relationships like part-assembly, drawing-3D solid model, and externally referenced files are built into the files, so that all users can browse and find all related files. This increases communication resulting in better designs in shorter times.

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