• On Tuesday November 21, 2017  please join Christopher Rösner, General Requirements Manager at e.GO mobile AG, Tech-Clarity's Michelle Boucher, and Che Curnew, Senior Technical Sales Specialist at PTC for a discussion on the benefits of a better approach to requirements management. This session will be an interactive interview to share different perspectives and experiences on requirements management. The discussion will include topics such as:How a Requirements Management solution can help your business How to identify specific requirements needs How to select the right solution for your … [ read more ]

    Selecting the Right Requirements Management Solution (webcast)
  • How do leading companies manage and operate their labs and what impact does that have on their business? Please share your thoughts in our short Chemical Lab Digitalization Survey.Tech-Clarity invites you to join a research study on best practices in lab management. If you've already completed the survey  –> please share with a colleague or you social media friends using the “Share/Save” buttons above. If you haven’t taken the survey  –> please: Take the survey nowComplete the survey and receive a free copy of the final report.In addition,  25 eligible* respondents will … [ read more ]

    Chemical Lab Digitalization (survey invitation)
  • Close the Engineering Skills Gap:Prepare New Graduates to Be Real-World Ready shares new research on the gap between the skills graduating engineers have and skills companies would like to see. The research examines the evolving needs of the engineering department. The results reveal that engineering departments expect to grow so we will need more engineers. On top of that, the required skills will also expand. Complicating the situation, as the most experienced engineers approach retirement age, companies must figure out how to replace that knowledge. This makes the skills of new engineers especially … [ read more ]

    Close the Engineering Skills Gap (survey findings)
  • This infographic shares our research on how Top Performing companies achieve better NPDI performance than their competitors, excelling at revenue growth, margin expansion, and delivering innovative products. The infographic starts by providing a graphical view of the unfortunate truth about new product development, companies miss their quality, cost, requirements, regulatory compliance, project budget, and time to market targets far too often. The graphic shares perspectives from our research.The piece is an Autodesk infographic leveraging data from our 7 Ways to Outperform Your Competitors in … [ read more ]

    How to Beat Your Competition in Product Development (infographic)
  • Tech-Clarity's Jim Brown hosted a panel discussion at the recent Dassault Systèmes 3DEXPERIENCE Forum in Florida. The participants shared their perspectives on the cloud and their experience moving PLM to the cloud using the 3DEXPERIENCE Platform. Participants include:Kavi Parupally, Senior Director of Business Apps, Rockwell Collins Javier Glatt, CEO, CADMakers, Inc. Jeff Walters, VP Engineering, Globe Trailershttps://youtu.be/qqjE-ZtJOKc … [ read more ]

    Accelerating your Business & Reducing Complexity with the Cloud (panel discussion)

Managing Design Data with SharePoint


SharePoint Data Management ThumbTech-Clarity Insight – Managing Design Data with SharePoint – Improving Product Design and Development using Low Overhead Collaboration Infrastructure explains how general document management and collaboration infrastructure can be extended to manage product designs. The report reviews the business benefits of controlling, accessing, and sharing design data and the challenges manufacturers face in  unmanaged environments. It then shares the experiences of four small to midsize manufacturers, Eurotech Benelux, FPEE, Teledyne, and Theebo Tech,  in various levels of maturity using SharePoint for design data.

The report concludes that manufacturers can get significant value from SharePoint-based solutions, but that SharePoint requires some important extensions in order to be effective. With these modifications, however, companies can take advantage of relatively low-cost infrastructure software from Microsoft that requires few IT resources to manage.

Please enjoy the summary below, or click the report to download a PDF overview (free of charge, no registration required).

For the full report, please visit Siemens PLM’s Solid Edge SP page (free of charge, registration required).

SharePoint PDM French ThumbWith special thanks to Siemens PLM, you can also download the full Managing Design Data with SharePoint paper in French (Gérer les donné de conception avec SharePoint) or download a French summary of Managing Design Data with SharePoint  (free of charge, no registration required).

Table of Contents

  • The Business Value of Effective Design Data Management
  • Control, Access, and Share Design Data
  • Avoid the Pitfalls of Unmanaged Data
  • Leverage Existing Infrastructure to Centralize and Collaborate
  • Pros of Managing Designs and Projects with SharePoint
  • Cons of Managing Designs and Projects with SharePoint
  • Explore SharePoint-based Design Management Solutions
  • Conclusion
  • Recommendations
  • About the Author

Executive Overview

Tech-Clarity research shows that effectively managing design data offers tangible business value. It helps manufacturers grow their business, respond rapidly to market changes, and control cost to improve profitability. Data management does this by helping companies better control, access, and share their designs and related product information. Unfortunately, data management solutions have been out of reach for some companies due to cost and lack of IT resources, forcing them to rely on less effective approaches like storing data on shared drives and folders. These unmanaged approaches are risky and lead to inefficiency and errors, often relying on designers to follow confusing naming standards and file storage processes.

One alternative to an unmanaged environment is to use a collaboration and document management platform such as Microsoft SharePoint to manage designs. This helps organize files and make information easier for designers to access. SharePoint is an attractive collaboration platform for manufacturers because it has a very low total cost of ownership (TCO), leverages existing investments, and requires very little user training.

Although SharePoint offers some level of control and collaboration, it does not natively support the complexity of product development and engineering data. But SharePoint is more than a tool. It is designed as a development platform that can be extended for special needs like engineering. Software vendors with expertise in product development and engineering have taken advantage of this, extending SharePoint to handle the unique needs of managing CAD files and their complex relationships.

SharePoint-based design management solutions allow engineers to simplify data management so they can focus on designing products. They help designers view and make sense of the relationships between CAD files, specifications, BOMs, and other product-related information. “With our SharePoint-based design management system we clearly see the links and inter-relationships between all of our designs and parts, we have more clarity, and it’s easier to see where things are used and the effect of design changes,” says Theodore Turner of Theebo Tech, “We can see the whole ball of twine.”

Although they may not offer all of the advanced capabilities and scalability found in purpose-built PDM/PLM systems, SharePoint-based solutions can offer the best of both worlds by combining the business value of better design data management with lower cost and less demand for IT resources.


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