How can manufacturers get more value from PLM? Our research and experience show there are six ways for companies to grow PLM to enterprise level business value. Please enjoy the summary* below. For the full research, please visit our sponsor PTC (registration required). Table of Contents Executive Summary Evaluate the Opportunity Six Ways to Increase…
- Executive Summary
- Evaluate the Opportunity
- Six Ways to Increase Business Value from PLM
- 1 - Expand the View of the Product
- 2 - Include More People / Roles
- 3 - Support More (and More Mature) Processes
- 4 - Expand to the Full Product Lifecycle
- 5 - Digitalize the Product Backbone
- 6 - Integrate Product Data and Processes
- Start Expanding PLM to Increase Business Value
- Acknowledgments
Leveling Up Your PLM Value
It’s Time to Drive Enterprise Level Value with PLM Our research shows that manufacturers achieve significant business value from PLM. The manufacturing industry benefits from new levels of efficiency and control from PLM and now recognizes it as a standard part of the engineering and product development toolkit. Many manufacturers started their PLM journey by getting CAD files under control. Then, they may have grown more mature and developed BOM and change management processes. They’re getting value but falling short of the full potential PLM has to offer. Times have changed. The world is now more digital, connected, and data-driven. The way companies use PLM must evolve to meet the needs of the modern manufacturer. Fortunately, our research shows that there is significant additional business value available from most current PLM implementations. Resetting the PLM Strategy for the Future But how do manufacturers choose the right opportunities to "level up" and dramatically extend their existing system's value? We used our Six Dimensions of PLM expansion as the basis for this guide to share six practical ways manufacturers can incrementally increase business value from PLM.
Executive Summary
PLM Drives Significant Business Value
Most manufacturers with PLM (product lifecycle management) recognize that it improves engineering efficiency and reduces errors and rework. Our research shows that PLM adoption helps grow the top line in addition to these essential bottom-line savings. For example, PLM can speed up time to market by cutting product development time by up to 50%. Beyond that, PLM acts as the digital product backbone, providing the trusted product data backbone to support strategic needs like improving sustainability, enabling advanced analytics, artificial intelligence (AI), and driving innovation.
Untapped Value of PLM
Despite the potential, many companies are only achieving a fraction of the available business value because they adopted PLM as more of a PDM (product data management) solution.
That leaves room to grow and tap into higher potential value to compete in today's market as companies digitally transform, become more connected across their value chain, and leverage data-centricity to get an edge on the competition.
Extend Value by Increasing Adoption and Maturity
Long-term success relies on trusted, current product data that is consumable across the enterprise. It depends on streamlined processes that connect across the business and the value chain. Many manufacturers already have the system they need to meet these requirements, but they must evolve their PLM implementation and adoption to broaden the scope of product data and support more people and processes.
Choose the Right Path to New Value
The end goal is mature, enterprise-level PLM adoption that serves as the digital product data backbone of the enterprise. But it can't happen overnight. It's essential to be realistic about your starting point and adopt what your company is ready for. Then, it's time to be agile, continuously improve, and drive additional top-line, bottom-line, and strategic benefits. We offer six ways companies can elevate PLM value to help guide the process.
Start Expanding PLM to Increase Business Value
Find Your PLM Expansion Opportunity The six dimensions of PLM expansion provide a wide variety of ways that manufacturers can get more out of their PLM system. PLM expansion should be considered a journey, not a destination. There is always room for improvement and added value. To expand value, manufacturers should:- Ensure they are getting value from PLM basics
- Understand the potential ways to expand PLM
- Focus improvement efforts on business strategy and business goals
- Take reasonable steps with clear operational and business value
- Take an agile approach to continuous improvement

I always look forward to briefings with the CoLab Software team. That’s partially because I think they’re doing something interesting and because I’m following a trend toward systems of engagementto see where it goes. It’s also because they have a dynamic team that is passionate about what they’re doing and has good perspectives to share on the industry.
The Basics
Here are some of the basics to the set the context from our recent briefing. You can also read our short writeup from last year if you’re interested. CoLab is a seven-year-old company, they are VC funded, and they are growing nicely. According to a press release from Insight Partners in May, CoLab has grown revenue nearly 10x in the last two years. We’ve been impressed that they are working with some very large companies including Ford, Komatsu, Polaris, Johnson Controls, and Schaeffler as well as government institutions.
The System of Engagement Trend
CoLab delivers a system of engagement (SOE) primarily focused on the tangible challenges engineering teams face with design review. I’m going to step back and talk about systems of engagement, feel free to skip ahead if you are on board. SOEs are becoming more popular as a way to differentiate a style of application and user experience that are typically more lightweight and agile than existing systems of record (SOR) that manage data. SOEs are filling an important systems ecosystem gap by enabling collaboration across one or more SORs such as PLM, ERP, or others.
The system of engagement concept is important given the fragmented nature of today’s systems, for example the variety of systems that contain a part of the product digital thread. Our research, in fact, shows that most manufacturers have more than one PLM system. The idea is to integrate across these systems to deliver processes / workflows that enable collaboration and allow people to take action based on contextual data about their current. It’s what I called “the potential second half of the PLM promise” in a previous post, if for no other reason because it acts beyond a single system.
As an aside, I’m starting to think of the need to differentiate “Industrial” SOEs that are based on the product / manufacturing data context, the digital thread, as opposed to general SOE platform without any industry specialization. But that’s for another time. I realize this is a lot to digest but I think the background is important and I tried to keep it short and simple.

CoLab’s Design Engagement System
CoLab offers a very specialized SOE focused on design and engineering, the design engagement system (DES). In particular, they have drilled in very specifically on solving the inefficiencies manufacturers face with design review. This is an example of a company really focusing and going deep to solve a challenging problem. CoLab gives engineering teams the ability to share designs so others can review and leave detailed, contextual feedback on them. For example someone in manufacturing could add a comment or markup to a specific feature in a specific version of a CAD model. Their review provides contextual feedback to the design team so they can analyze and act on it. But differently than most third party collaboration or viewing tools, that feedback persists over time and stays associated with that particular revision. In this way, design review feedback is not a lost moment in time, it becomes a part of the product history and company knowledge.
There are other solutions that support design review, including those from PLM vendors themselves. But CoLab is going deep and creating an experience tailored specifically to the design review process. They have really focused on the user experience to make it efficient and effective, going so far as to make it “self-documenting” to prevent additional non-value-added work to capture feedback.

Their portals are a great example of how tailored their solution is. CoLab creates a workspace for the internal team and then allows them to create multiple, linked portals to securely share designs selectively with suppliers to gather feedback. What’s really interesting about the portals is that each one is not just a separate disconnected copy. Suppliers can’t see other’s feedback, but the design team can see consolidated feedback from all of the additional portals in their internal workspace. To me, this is a great example of building a tailored solution works in the real world instead of an idealized environment.
The Secret Sauce
Part of what makes CoLab effective is what they call “replacing the messy middle” between existing CAD, Project Management, and PLM systems. This is a big factor in allowing them to help design teams move away from informal, ad-hoc (and ineffective) tools like spreadsheets that are far too common in these processes. One of the key ways to support this effectively is by providing the reviewer the right context, the underlying CAD model for example, so they can act effectively. I like the way CoLab calls this “cutting down on the context gap” as they manage the relationships between visualization, markup, issue lists, and the tasks engineers and others are executing.
Looking Forward
CoLab’s system of engagement, or even more specifically their design engagement system, will not stop at design review. The collaborative capabilities are already being applied to help manufacturers with design review, supplier collaboration, and cost reduction programs. But they have lots of room to grow and some exciting plans for the future.
One example that caught my attention is that they have meaningful plans to incorporate AI. Everyone is talking about AI, but I believe CoLab is on to something important. If you think about the design review feedback they capture as company knowledge, the potential value of mining and learning from that information to improve future design review, or design in the first place, is intriguing. There will be more to come on that, we are following it closely.
Final Thoughts
CoLab is taking their DES / SOE role seriously. They are happy to sit outside of PLM and not get directly involved in managing CAD data. Instead, they access it from PLM and supply it in an accessible form to design review participants. They are partnering with PTC and have integrated with Windchill, a PTC Technology, and they are working toward other PLM systems including Siemens Teamcenter and Dassault Systèmes 3DEXPERIENCE platform. They will integrate beyond PLM as well.
We’re still watching to see how the system of engagement model as a separate platform plays out. You can clearly make an argument that a design execution system should be part of a broader product innovation platform. But CoLab is filling an important gap, and it’s becoming increasingly clear that there will not be one home to the product digital thread inside the enterprise let alone in the supply chain where design review must excel.
Thank you Adam Keating and MJ Smith for the update!
[post_title] => CoLab Continues to Deliver on Design Engagement System Promise [post_excerpt] => [post_status] => publish [comment_status] => open [ping_status] => open [post_password] => [post_name] => design-engagement-system [to_ping] => [pinged] => [post_modified] => 2024-08-13 22:03:06 [post_modified_gmt] => 2024-08-14 02:03:06 [post_content_filtered] => [post_parent] => 0 [guid] => https://tech-clarity.com/?p=20547 [menu_order] => 0 [post_type] => post [post_mime_type] => [comment_count] => 0 [filter] => raw ) [3] => WP_Post Object ( [ID] => 20514 [post_author] => 2574 [post_date] => 2024-07-25 10:00:06 [post_date_gmt] => 2024-07-25 14:00:06 [post_content] =>In our update briefing with Canvas GFX, CEO Pat Hume said, “A lot has changed since a year ago.” Perhaps the most significant strategic shift is that they are now focusing Envision as a connected knowledge platform for midsize and larger enterprises. The concept is two-way knowledge sharing between product engineering and production frontline workers making and repairing those products.
Product information is central to what frontline workers need to do, and Canvas GFX has long played a role in the 2D and 3D product info-sharing business. Canvas Envision is a SaaS platform for creating, managing, and interacting with model-based work instructions. Outdated, unclear, or hard-to-understand work instructions are a common cause of quality issues for manufacturers. Canvas GFX is looking to solve this challenge.
The platform can convert text-based work and maintenance instructions to easy-to-follow visual information linked to the CAD model. Based on the company’s heritage, using 3D CAD models as the single source of truth is a given. What’s novel is the company’s view that the frontline workers in production, quality, maintenance, and sustainment can use the Canvas Envision platform to deliver feedback to the product teams and each other. The platform enables workers to ask for help or support. For example, If the instructions don't seem to match the parts referenced in the CAD model, a maintenance worker who may work for a different company, such as an airline, can connect with the engineering team at the OEM for guidance.
To gain a foothold in the midmarket and enterprise, Canvas GFX knows they must be minimally disruptive and complement or enhance existing workflows. APIs to PLM, PDM, ERP, QMS, and MES are table stakes. Canvas GFX works with digital twins, animations, images, video, audio, text, live data feeds, and AR/VR to extend the value of the core CAD model.
Another fascinating direction is that Canvas GFX has established Envision partnerships with companies such as Aras and Rockwell Plex to embed Envision in the partner’s user experience. So, an Aras PLM user can author in Canvas Envision, launching it from their Aras Innovator interface. Similarly, a production worker on Plex can interact with their work instructions in Envision but see the familiar Plex UI. Other partners include SAIC for DoD, SSI for shipbuilding, Autodesk with the Vault PDM, Zebra for connected workers, and Microsoft for AI. Partners will be an increasing channel to market for Canvas Envision.
The Canvas Envision SDK is intended to allow customers to automate content creation and customize user experiences. Depending on the current technology stack, each company may want the system to do more or less for authoring and frontline worker support. The company’s AI roadmap, with products due out later this year, will enable greater automation.
Per the example above, Canvas GFX’s vision for Envision goes even beyond enterprise, out to customers, customer’s customers, and suppliers. Many very complex products, for which model-based work instructions are most important, have a set of sub-assemblies where product information is needed. Many of these complex products also have long lives in the field, where service or maintenance, repair, and overhaul operations (MRO) might also need detailed product knowledge and have valuable knowledge to share from later in the product lifecycle.
We are excited by the opportunities Canvas Envision offers to manufacturers to move toward a model-based enterprise (MBE) using CAD data for frontline workers. As the workforce challenges continue, supporting frontline workers and improving collaboration across many disciplines should improve employee satisfaction and productivity rates.Thank you, Patricia Hume and Becky Darsch, for taking the time to update us on Envision and your market strategy. We look forward to learning more and hearing about AI updates and additional partners and customers!

Table of Contents
- Executive Summary
- Competitive PRoducts Require Exceptional Engineering
- Top Drivers to Switch CAD
- Identifying Top Performers
- Impact of Switching CAD
- 1. Can you CAD tool support good collaboration?
- 2. Does your CAD tool support the latest technology?
- 3. Is there a vision and current support for AI?
- 4. Is Engineering's personal productivity optimized?
- 5. Does a complementary portfolio extend value beyond design?
- 6. Does your CAD tool overcome process bottlenecks?
- 7. Does your CAD vendor meet your needs?
- Recommendations
- About the Research
- Acknowledgments
Executive Summary
Staying Competitive
Impact of Switching CAD
High Satisfaction When companies make a switch, 85% are satisfied with the switch’s return on investment (ROI), with an even higher percentage of Top Performers satisfied (96%). Those who have made the switch enjoy numerous improvements when they update their CAD tool to one that will better meet their needs (see table).


- Designing better strategy
- Achieving organizational alignment
- Balancing operating with transforming activity
- Engaging people
- Adding growth capability
- Executing successfully


Infor MES’s approach is different, with many examples of “last mile” functionality plus built-in options that the manufacturer can select, rather than create. Newer examples of special functions using no-code include reel production including defect tracking and co-production variations for ovens, stamping, grading, reel slitting, and painting. Integrations and connections are also largely based on field- and expression-based mappings.
Infor’s MES covers all factory operations for a relatively wide variety of industries and production modes. Broad areas include production, quality, inventory, logistics, maintenance, tooling, and energy. This enables their ERP products to focus on their core functions and strengths, removing complexity from ERP and allowing MES to simplify operations.
The all-organically developed MES also supports frontline workers with a consistent look, feel, and view of everything in their production environment. The operator’s dashboard is built from pre-defined or user-configured “cards” with saved reports behind each. These reports can be combined for valuable views for each process, area, and role in the facility. Screens are built simply, knowing gloves and goggles are common for these users.
MES is integrated to many of the Infor ERP CloudSuites, but not tightly coupled. Standalone MES sales are still a substantial portion of the base. Yet, more complete integration is also boosting cross-selling to existing Infor ERP customers. Investment continues in Infor MES to solve more customer challenges.
MES is a differentiator for the Infor ERP suites. The ability to leverage the Infor OS Platform, which includes data lake, data fabric, robotic process automation, and Generative AI is a huge boost to the enterprise’s ability to make full use of MES data.
Infor MES is available with a choice of hosting options:
- Traditional on-premises.
- Enterprise - single tenant for global master data across multiple factories.
- Distributed Enterprise - central hosting of master data and reporting, but individual factory or regional instances for reliability, redundancy, and low latency.

Infor’s twice-a-year spring and fall product release cycle works for MES. The roadmap includes more configurability, extended mobility, and making the most of Infor innovations. The next release is scheduled to include integrations with Infor Document Management and new GenAI functionalities, for example.
Sometimes, a robust small software company’s acquisition by a much larger company works well for customers and employees. That appears to be the case with Infor’s MES, which was Lighthouse Systems (Shopfloor-Online) until late 2021. Infor has taken this product seriously. The company sees Infor MES adding substantial value to customers looking to achieve complete digital transformation of manufacturing operations.
Thank you, Jennifer Marzolf for arranging this briefing with MES mavens Matt Barber and Brandon Billingham. We look forward to following the MES and other Infor products' developments and successes in the market.
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- align technology goals and business strategies
- evaluate vendors
- estimate project costs
- create a timeline with realistic milestones
- prepare for challenges and setbacks
Tech-Clarity’s Julie Fraser was on the analyst panel of the Manufacturing Leadership Council’s (MLC’s) 20th anniversary Rethink conference. The panel looked back 20 years and forward 20 years in the journey to digital manufacturing. Julie’s perspective is that some things that seem new are not – like AI, which she wrote a report about in about 1990. That shows how many things must be in place technologically and in our mindset and culture.
The digital transformation will also require a personal transformation. The key is to go after Smart with Heart. She also believes there is a “pot of gold” at the end of this journey. Like a leprechaun, rather than only seeing the material wealth there, we’ll want to ensure we do the manufacturing dance to celebrate.
Technology and Buzzing People
The panel – and the entire conference - touched on technology, including networking, materials handling, enterprise and plant software, AI, and Generative AI. Every presentation also emphasized innovation, processes, workforce engagement, and leadership skills. The more new technologies we employ in manufacturing, the more conversation it generates around human beings. People are, and it seems will continue to be, at the center of manufacturing – even as it is increasingly automated and autonomous.
One of the notable features of this conference was the level of engagement in the MLC community. These leaders and their teams eagerly and openly engaged with each other and with the technology and services providers. It was rare to find someone standing alone for even a short time—we were all sharing and learning with each other.
The MLC is part of the National Association of Manufacturers - NAM (NAM), but people from around the world were there, sharing their stories and competing for awards. This conference has cleverly incorporated an awards gala to ensure that leaders and their teams who are nominated come, share their stories, and learn from one another. When one company shared information, you could see groups from other companies discussing it with each other.

Manufacturer Examples
Some award nominees and speakers, like Matthew Herman of Whirlpool, are turning the corner in understanding how to gain benefits while building toward scalability and enterprise-wide rollout. This scaling seems to often involve changes to the organizational structure and staffing.
Becky Sidelinger of Flex shared the journey to extreme contract manufacturing flexibility in their production operations to match product innovation. They use digital twins of their end-to-end manufacturing lines, machine learning, and AR/VR goggles to guide work. Beyond that, she discussed effectively bringing suppliers into the sustainability frame. A key takeaway was to “be generous with your time” as a leader.
J. Kirby Best of Bespoke talked about his startup custom clothing company, Bespoke. Here, autonomous robots work with people, and real-time location tracking and AI are used to gain productivity at the point of activity. This truly innovative approach to garment manufacturing is based on “getting out of your mind how anything was done before.” The result is essentially infinite selection in zero time.
Craig Stephen Slavtcheff of Campbell’s focused on their agile approach. It is not just meeting hygiene, and not just in R&D, but a deep approach to agile in food and its supply chain. Modifying existing unit operations to live up to the design brief has been crucial. Deep change management plays into ensuring data is considered an essential part of every job.
Prasad Rajiv of forklift maker Hyster-Yale talked about making great strides toward smart and autonomous products. The ability to use 5G communications and interact effectively with WMS, MES, people, and manual operations such as picking. Bringing decisions closer to the action was part of it, zero emissions another.
Chris Platz of Woodward talked about their journey to transform supplier collaboration, even with their many small suppliers. They have built a digital twin of suppliers’ capability and capacity to show what to send where and when. In about a week, they can set up a digital twin of a supplier factory and begin working with the simulation-selected best partner on a 1:1 basis based on pre-negotiated pricing.
The next-generation leaders panel dispelled misunderstandings. Megan McCarthy of General Motors discussed two-way feedback and GM’s commitment to electric vehicles. Jonathan Miller from St. Gobain Life Sciences saw that machine connectivity foundations were a tough sell, but they delivered benefits and removed drudge work once in place. His advice was, “Make everyone comfortable failing.” Angela Accurso, MPA of MdX talked about mentorship and sponsorship, and Marlon Alberto Gonzalez Martinez of IBM pushed for “giving a voice to young people and their ideas.”
Takeaways
Here are some of Julie’s takeaways and highlights from the two days she attended the conference.
- Working with consultants and system integrators, manufacturers are already gaining significant benefits from AI and Generative AI. Knowledge management and retention is a good application. Yet they are not the right fit for every problem.
- Scalability continues to be daunting, and while some leaders feel they are now on a good path, this path typically involves failures and learning from shortcomings.
- Technical debt is an important issue for companies to consider regarding their legacy systems and how best to avoid it with new investments.
- IT and OT are learning to work together in the most successful companies –the results can be more autonomous operations and more effective people.
- All five generations of current workers have valuable contributions—the company culture and its leaders must encourage those ideas so all can support each other.
- New technology, processes, and thinking are improving quality, efficiency, cost, and success both inside companies and across their ecosystems.
It is truly an exciting time to be in manufacturing. The transformation is underway, and while there are some challenges, the gains are tremendous. Thank you, Manufacturing Leadership Council and David R. Brousell, for hosting us there!
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- How much time is wasted searching for product data and preparing data for others to do their jobs.
- Why it’s hard to access digital thread data from today’s multiple Enterprise applications.
- How GenAI and enterprise search can reduce product development times and improve time to market.
- How these advanced technologies can unlock service intelligence to improve MRO performance and profitability.

- Defines connected medical devices and shares examples
- Explains how they improve the quality of healthcare
- Discusses the future of connected medical devices
- Includes video snip-its explaining how connected medical devices have helped Fresenius improve patient outcomes


- How are you moving to greener practices?
- What areas have you found easiest to improve? Energy, materials, emissions, supply routes, etc.?
- Are you working to participate in the circular economy with recycled materials, re-use, return, and recycling programs for your products?
- How are you measuring your environmental impact? That of your suppliers, logistics partners, and distributors or retail partners?
- What criteria come into prioritizing sustainability projects?
- What is working to ensure partners actually live up to your requests and expectations?
- Is sustainability part of your business and operating KPI set? Your Continuous Improvement programs?

Based on our recent update briefing with iTAC board member Martin Heinz, we have an exhilarating view of how high and low an MES player can reach. With an offering that includes strong integration to sensors and IIoT, controls, SCADA, and ISA 95 Level 3 MES/MOM, iTAC shares this depth with only a few other players in the market. They talk about an end-to-end approach for the digital factory.
iTAC has long been a leading MES/MOM provider, and they continue to upgrade the MOM Suite, with Version 11 due out in the 2nd Quarter 2024. Beyond the original product, this release adds to both the platform and the application suite. It moves analytics forward and allows customers to choose from hosting options: on-premise, cloud, or hybrid.
iTAC built in low code for extensions a few years ago. Now, beyond the standard client and customer-specific clients, they offer a client framework. With the framework, the standard client can get a customer-dedicated plug-in. This becomes a single client for customization that can also upgrade with new releases. The company has also added a ChatGPT-based product, Ask Our Doc, to make their technical documentation easier to use.
And so much more. iTAC can now claim it goes from level 0 to level 3 of the ISA 95 model. This claim holds water even beyond Cogiscan factory connectivity to nearly anything. Newer integration with DXQ SCADA from Dürr deepen the level 1 and 0 story. They can also begin to address process industries through new Dürr acquisition ANT Solution. While some companies get buried or neglected in larger organizations, iTAC has gained significant advantages from being part of Dürr.
Machine integration and bi-directional communication is through an API layer. The combination of these features and Dürr-family products enables iTAC customers to integrate to machines, IIoT, and other enterprise software as well as define workflows and create custom-specific clients. With Dürr, MANZ and GROB, iTAC also supports closed loop continuous improvement (CI) processes for battery production.
Despite the richness and equipment connectivity, iTAC fosters customer enablement for independence. For example, one major customer who started over 20 years ago now implements the systems by themselves, which for many MES customers with automation has been a difficult dream to fulfill. At the same time, iTAC has expanded its professional services, enabling it to better serve customers globally.
We’re looking forward to following iTAC’s progress in the market, bolstered by the entire iTAC Software AG and Dürr Group portfolio. Thank you, Martin Heinz, for keeping us updated even though we could not be at Hannover Messe to see it all.
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- Five key areas that impact lab integration success.
- How to optimize people, processes, and technology for peak performance.
- Understanding the importance of a common data model for seamless information flow.


- Why manufacturers have such a hard time leveraging their existing data
- Systems that can take any of your data and put it into usable context for the rest of the business
- An approach that some software providers are taking to deliver both the applications you need and the connectivity to make them more valuable
- How communication between sales and manufacturing can be a cornerstone for business success
- Data flows for greater revenue, lower costs, and improved customer satisfaction
- Julie Fraser, VP of Research on Operations and Manufacturing, Tech-Clarity
- Paul Farrell, Chief Product Officer, SugarCRM
- Brian Pitoniak, Regional Sales Director, Magic Software
- Tom Connell, VP Business Development, Magic Software

Table of Contents
- Executive Summary
- Why: Manufacturing is Your Business
- Why: MES and Other Digital Transformation Projects
- Why: Manufacturing Software Frameworks and Terms
- Why: Evidence of MES Value
- How: Ensure Resources and Education
- How: Ask Good Requirement Question
- How: Set Realistic Expectations for MES
- How: Learn-as-You-Go
- How: Take a Balanced Approach
- How: Engage in the Buying Process
- How: Crafting Business Case and ROI
- What: Buying Criteria
- What: Functional Requirements
- What: Architectural Requirements
- What: Vendor Requirements
- What: Implementation Decisions
- What: Special Considerations
- Recommendations
- References
- Acknowledgments
Executive Summary
MES is Strategic
Why: MES and Other Digital Transformation Projects

How: Take a Balanced Approach
Long-term Partner Selecting MES is the start of a strategic, long-term partnership. It’s essential to treat it with the care and long-term vision you would have when choosing a life partner. The goal is to be empowered by this partnership. Ideally, both your company and the software provider will keep evolving the MES in the future. (See p. 20 for more on this.) Tailorable Application You want the benefits of standard commercial off-the-shelf software (COTS) configured for your unique needs in an easily upgraded way. This means MES should not be a turnkey system, a pure DIY low-code toolkit, or a highly customized version of standard software. Seek out those touting configurability and composability. Co-innovation MES should be a collaborative and innovative venture. Leverage your team’s expertise in your unique processes and needs. Leverage the knowledge built into the software; it may streamline your processes. Ask the MES and service providers’ opinions; they have many experiences. Often, the solution provider will have better ideas than you could imagine. Change Management MES is often part of a digital transformation, meaning you must expect and push for change. Yet you do want to leverage best practices and internal experts. Finding a balance between your current best practices and the best practices built into the software is crucial. You ideally learn from each other – and find a software partner who has proven that they listen to customers. [caption id="attachment_20246" align="aligncenter" width="881"]
Recommendations
Buying for Long-term Success with MES- MES is a foundation for manufacturing digital transformation and Industry 4.0. Treat it as a strategic move to buy and implement.
- Create a learning, collaborative, multi-discipline team to explore your options for MES to manage your production operation and its data.
- Be sure you and your team thoroughly understand MES, both what it is and does, and why it matters or how you expect it to meet your specific business needs.
- Leverage your team's expertise on the process, challenges, and objectives. These are your requirements – what you need to do, not how.
- Take advantage of the vendor’s and implementation partners’ knowledge of software functionality and proven project methodologies.
- Do not prioritize one viewpoint over others; all are crucial to success.
- Evaluate not only the software functionality but also its architecture.
- Consider the software provider, partners, other implementation support, and any special needs you have.
- Buying MES should be a learning experience for all. Even with MES experience, it is best to use a “beginner’s mind” about how it will solve problems.
- To reap benefits across the business, invest in MES continually and expand how you use its data.
Julie Fraser and Jim Brown were excited to get an update from Pillir about their cloud-based low-code / no-code offerings. We’ve been following them for some time and have been impressed by their ability to bring together disconnected systems common in the supply chain and manufacturing application ecosystems. In these areas, composite applications that create a unified process and UI can dramatically help users get their jobs done without having to interact with multiple underlying ERP, MES, and other systems.
Our research in this area shows that low code can help fill functional gaps that would otherwise limit or prevent digital transformation. That maps well with Pillir’s vision to “empower businesses to rapidly innovate and adapt in a dynamic environment with our cutting-edge digital platform” focused primarily on SAP-centric manufacturing and supply chain companies.
We were happy to hear that Pillir has seen success growing their business in their core market and also expanding to Europe and the Federal marketspace. They also have some Oracle customers in addition to their strength in the SAP ecosystem. They’ve also expanded to support private cloud and GovCloud in addition to AWS, which should open up additional market opportunities.
Pillir Connects Disconnected Systems - Even Offline
The most unexpected part of the briefing is that Pillir has added another wrinkle to bringing together “disconnected” systems by connecting them even while users are disconnected. Let’s unpack that. It’s pretty common for industrial or government facility users to lose their signal and go offline, whether due to poor connectivity or intentionally prevented for security and IP protection. Pillir was designed to accommodate those environments, supporting offline users in fabs, shop floors, or remote maintenance scenarios. Their Disconnected Edition offers seamless offline-to-online transitions, disconnected transaction execution, and guaranteed data integrity. Not everyone needs to support this type of environment, but it’s a very interesting capability we haven’t heard about from others in this space. We’ll be interested to hear how important this is for their customers and how differentiating it is for Pillir in the market.
Pillir is Looking to Create Customer Value in Artificial Intelligence
We also had a refreshing conversation about #AI. It seems that every vendor feels they need to have an AI story. Pillir, like others, has conducted some interesting proofs of concepts (POCs) into AI to look for additional ways to add value to their customers. As examples, they’ve explored code conversion for legacy systems, embedding AI in document management, and improving work order management. But they seem less focused on having an “AI story” and more focused on ensuring they can accommodate it in their tech stack while looking for the right places for it to add customer value.
Thank you for the update, Vaidya Aiyer; it’s always a pleasure. We look forward to staying in touch.
[post_title] => Pillir Grows No-Code / Low-Code Success and Capabilities [post_excerpt] => [post_status] => publish [comment_status] => open [ping_status] => open [post_password] => [post_name] => pillir-low-code [to_ping] => [pinged] => [post_modified] => 2024-05-21 11:43:58 [post_modified_gmt] => 2024-05-21 15:43:58 [post_content_filtered] => [post_parent] => 0 [guid] => https://tech-clarity.com/?p=20230 [menu_order] => 0 [post_type] => post [post_mime_type] => [comment_count] => 0 [filter] => raw ) [18] => WP_Post Object ( [ID] => 20213 [post_author] => 2574 [post_date] => 2024-05-07 12:37:32 [post_date_gmt] => 2024-05-07 16:37:32 [post_content] =>What’s one of the most challenging aspects of manufacturing digital transformation? Getting fast access to the right current production information in a usable format. MFGx has set about solving that problem over the past several years by developing Fuuz and is about to raise its profile as it expands beyond its consulting and ERP partners to sell through VARs and direct.
Julie Fraser is excited about the Fuuz by MFGx MES Platform after a briefing with MFGx founder Craig Scott and new EVP of Sales Steve Modrall, a long-time industry sales pro. Here are a few of her key takeaways from the conversation.
Fuuz is the manufacturing plant floor software partner of choice for Oracle NetSuite and the preferred MES for other major ERP vendors. The software originated to enable digital transformation for manufacturers beyond what a single ERP can offer. The event-driven platform and no-code, low-code toolset enable ERP to send and receive meaningful information – not just data – throughout the company. Customers can build, tailor, or apply what they need more specifically, too.
The Fuuz MES Platform is both an integration platform as a service (iPaaS) and a platform as a service (PaaS) purpose-built for manufacturing. OK, that’s a lot to process.
- iPaaS: It’s got the infrastructure to support digital thread for complex manufacturers. Integration in the form of out-of-the-box pre-built connectors is improved with self-healing, auto-correcting technology in the platform to keep those integrations updated as things change.
- PaaS: It has the capability for manufacturers to develop what they need that’s specific in functions, data tables, fields, and user interfaces.

Fuuz also includes functional modules in addition to the platform. Examples are manufacturing execution (MES), preventative maintenance, warehousing (WMS), and quality (QMS). Any of these may be the easy entry point to fill a gap in a manufacturer’s functional landscape.
Given the nature of the platform, customers can adjust these modules to enhance their fit. Fuuz has not only no-code, low-code development options but also pro-code or full software development in traditional programming languages. According to MFGx, customers and partners develop applications 7-10X faster with Fuuz than other products on the market, with fewer limitations.
The platform is delivered with continuous deployment, so all customers are always up-to-date. Fuuz is on a multi-tenant cloud, true SaaS environment (with edge available). Customers get a log-on and annual contract with pricing options such as unlimited user subscriptions that invite scale-out.
To us, that means manufacturing customers on Fuuz SaaS do not have to adjust anything on the cloud infrastructure. IT can focus on what matters most to its operations customers and simultaneously have a streamlined tech stack.
The Detroit-area company has customers in automotive, food and beverage, medical devices, chemicals, plastics, rubber, A&D, retail, and distribution. Our takeaway is that the infrastructure must work securely to enable regulated industries to validate the software.
Over the past couple of years, the services partner network for Fuuz has grown to include PwC, MHI Solutions, Logical Systems Inc. (LSI), and Razorleaf, with others in process. With service partners to deploy and ERP partners to sell, the MFGx team has been free to focus on developing their software.
With this history, the company has not had a high profile in the market. That may be about to change. The company is starting to focus on both recruiting VARs and selling directly to enterprise accounts. Their ecosystem of ERP and service partners speaks well of Fuuz’s capabilities, as does its growing customer base of over 100 companies and over 1000 sites.
Thank you, Craig Scott and Steve Modrall, for taking the time to brief us. Thank you, Kathy Suchowiecki, for setting it all up for us. We look forward to following Fuuz's growth and its partners and customers in the market.
*Unified Namespace (UNS), as coined by Walker Reynolds, is the hub in an event-driven architecture where all data to run the business lives. This data is both IT and OT, no matter what layer in the ISA95 model, enterprise, plant, line, equipment, or IoT. All systems publish into UNS and pull from it as needed.
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Table of Contents
- Executive Overview
- New Era in Manufacturing
- The Problem-Solving Story
- Five New-Era CI Needs
- New Era in Manufacturing
- Expected and Engaging
- Distributed and Elevated
- Diverse Yet Harmonized
- Learning-focused and Digital
- Enabling CI Sequels
- Recommendations
- Acknowledgments
- About the Author
Executive Overview
There’s a new Era in Manufacturing; it is time for a new era of continuous improvement (CI). This is a time of digital approaches delivering an array of new capabilities and insights that can move the business beyond unpleasant trade-offs. In this new era, CI gets enterprise-wide standardization and support and keeps the enthusiasm of local teams and employees. It delivers both local breakthroughs and views that support executives in understanding progress and prioritizing resources for the following CI projects in ways that make sense to everyone. Appropriate digitalization enables CI teams to get rapid and reliable access to all the data they need from a wide variety of sources. Beyond that, it supports them in gaining rich insights from the data with far less effort than ever before. Goals and results are translated into a shared, visceral unit of improvement that matters to shop floor operators, supervisors, managers, and executives: time. By feeding shared understanding, this digitally-supported CI will more likely generate enthusiasm and benefits even as the business shifts and changes.
The Problem-Solving Story
Path to Success
The Toyota Way points to a complete approach to solving problems – or making systemic improvements. The elements are:
- Developing a thorough understanding of the current situation and define the problem
- Complete a thorough root cause analysis
- Thoroughly consider alternative solutions while building consensus
- Plan-Do-Check-Act (PDCA)
- Plan: Develop an action plan
- Do: Implement solutions rapidly
- Check: Verify the result
- Act: Make necessary adjustments to solutions and action plan and determine future steps
- Reflect and learn from the process
Enabling CI Sequels
Each step of the CI story can benefit from having digital data available.
- Understanding: The complete set of correct data easily available and analyzed leads to a deeper understanding of the current situation and an accurate definition of the problem.
- RCA: Completing a thorough root cause analysis, such as tree diagramming, is faster and more assured when data is accessible, trusted, and complete.
- Modeling alternative solutions: When all parties trust and can see the data and its provenance, modeling to evaluate alternatives can be a clear and effective way to build consensus.
- Plan-Do-Check-Act (PDCA):
- Plan: Developing and recording the action plan in an IT system enables all to see and contribute equally.
- Do: Implementing solutions can come sooner when generating the plan is faster and the means to monitor progress is in place. The digital system can also help keep everyone in sync with rapid action.
- Check: Evaluating is a data-based exercise, so having a coherent system designed to record progress and unintended consequences in an unbiased and automatic way can contribute to effective and efficient CI.
- Act: Everyone can also participate fully and trust when they can see the basis for making necessary adjustments to solutions and the action plan
- Reflect: A consistent digital system can also facilitate learning from the process. People agree on the data and can use the system to record what they learned and what logic they used to direct future projects.

Table of Contents
- Executive Summary
- Evaluate the Opportunity
- Six Ways to Increase Business Value from PLM
- 1 - Expand the View of the Product
- 2 - Include More People / Roles
- 3 - Support More (and More Mature) Processes
- 4 - Expand to the Full Product Lifecycle
- 5 - Digitalize the Product Backbone
- 6 - Integrate Product Data and Processes
- Start Expanding PLM to Increase Business Value
- Acknowledgments
Leveling Up Your PLM Value
It’s Time to Drive Enterprise Level Value with PLM Our research shows that manufacturers achieve significant business value from PLM. The manufacturing industry benefits from new levels of efficiency and control from PLM and now recognizes it as a standard part of the engineering and product development toolkit. Many manufacturers started their PLM journey by getting CAD files under control. Then, they may have grown more mature and developed BOM and change management processes. They’re getting value but falling short of the full potential PLM has to offer. Times have changed. The world is now more digital, connected, and data-driven. The way companies use PLM must evolve to meet the needs of the modern manufacturer. Fortunately, our research shows that there is significant additional business value available from most current PLM implementations. Resetting the PLM Strategy for the Future But how do manufacturers choose the right opportunities to "level up" and dramatically extend their existing system's value? We used our Six Dimensions of PLM expansion as the basis for this guide to share six practical ways manufacturers can incrementally increase business value from PLM.
Executive Summary
PLM Drives Significant Business Value
Most manufacturers with PLM (product lifecycle management) recognize that it improves engineering efficiency and reduces errors and rework. Our research shows that PLM adoption helps grow the top line in addition to these essential bottom-line savings. For example, PLM can speed up time to market by cutting product development time by up to 50%. Beyond that, PLM acts as the digital product backbone, providing the trusted product data backbone to support strategic needs like improving sustainability, enabling advanced analytics, artificial intelligence (AI), and driving innovation.
Untapped Value of PLM
Despite the potential, many companies are only achieving a fraction of the available business value because they adopted PLM as more of a PDM (product data management) solution.
That leaves room to grow and tap into higher potential value to compete in today's market as companies digitally transform, become more connected across their value chain, and leverage data-centricity to get an edge on the competition.
Extend Value by Increasing Adoption and Maturity
Long-term success relies on trusted, current product data that is consumable across the enterprise. It depends on streamlined processes that connect across the business and the value chain. Many manufacturers already have the system they need to meet these requirements, but they must evolve their PLM implementation and adoption to broaden the scope of product data and support more people and processes.
Choose the Right Path to New Value
The end goal is mature, enterprise-level PLM adoption that serves as the digital product data backbone of the enterprise. But it can't happen overnight. It's essential to be realistic about your starting point and adopt what your company is ready for. Then, it's time to be agile, continuously improve, and drive additional top-line, bottom-line, and strategic benefits. We offer six ways companies can elevate PLM value to help guide the process.
Start Expanding PLM to Increase Business Value
Find Your PLM Expansion Opportunity The six dimensions of PLM expansion provide a wide variety of ways that manufacturers can get more out of their PLM system. PLM expansion should be considered a journey, not a destination. There is always room for improvement and added value. To expand value, manufacturers should:- Ensure they are getting value from PLM basics
- Understand the potential ways to expand PLM
- Focus improvement efforts on business strategy and business goals
- Take reasonable steps with clear operational and business value
- Take an agile approach to continuous improvement
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