Role-based Applications

Chris Bergquist
Solution Manager, PLM Segment

September 2015
 This presentation includes PTC forward-looking product information.
The content is subject to change without notice and does not represent a
commitment of functionality by PTC for a particular future release

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Role-based Apps

Outline
• Customer challenges

• Typical use cases

• Role-based app approach

• View and Contribute apps

• App Tailoring

• Architecture

PTC Confidential – Forward looking information subject to change without notice 3

Customer Challenges
Effectively Serving Broad Product Development Community

 ERP and PLM application interfaces are

often too complex for use by a broad
number of roles in product development

 They require too much training to learn to

use

 Even with training, infrequent users quickly Windchill can serve many
roles in product development
forget how to use the application but is not optimized for any
particular role
 A single application often does not include • Too much information is
included that is not relevant to
all the information needed to complete a role or task
• Too many actions are exposed
task that confuse user and
potentially lead to errors
• Too much navigation is
 The applications can be tailored but it is required to get to needed
often costly to create and to maintain the information for role or for task

customizations and customizations often

only work with specific versions of each
application
PTC Confidential – Forward looking information subject to change without notice 4
Product Development Use Cases
Common use cases for broad access to product information

Typical tasks performed by roles in design, manufacturing, purchasing…

Consume Contribute

 Get drawing with dimensions to  Review and approve change

define tooling or process plan order

 Get IGES file to send to  View aggregated list of tasks

supplier for quote
 Attach specification or other
 See exploded view to document to item
understand what parts are
used and what quantities for  Edit requirements document
assembly planning
 Mark up model to
 Get basic properties (quantity recommend change
in stock, in production, cost,
supplier) for change impact  Create problem report or
non-conformance
 See recent changes to part to
address manufacturing issues

PTC Confidential – Forward looking information subject to change without notice 5

Role-Based Apps – Value Proposition

Purpose Built Just the information needed Easy to consume

 For a role…  From all the owning systems  On the device that is convenient
 To complete a task  Aggregated together  With no need for training

Customer & Sales Benefits

 Easy to buy
• Everything included
Production Role
• Attractive licensing
 Easy to deploy and adopt
• No Windchill upgrade
• Ready out of the box
Purchasing Role • Simple tailoring

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 View
Apps for Viewing

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 View
List of task-based apps for viewing
Task/App Description Key Characteristics/Options

 Directly open PDF or DXF

Find and drawing associated with part or CAD  Configure for part number only or keyword
View drawing model  Show latest or latest released only
 Show recent drawings viewed

 Directly open PDF or native format

 Configure for doc number only or keyword
View document Find and open office document
 Show latest or latest released only
 Show recent documents viewed

 Configure which attributes to show and layout

View part View properties and access change history,
 Show/hide version history and change
properties pending changes for part
summary

 Enable option to visually navigate from 3-D

View list of parts in assembly and associate with 3- view to row in parts list and vice versa
View parts list D model  Configure to show summary form with
quantities or as structured BoM

View/Download Download and use or send design files associated

 Configure which file format should be available
Design files with model (Creo, IGES, STEP, PDES, STL…)

View and
 Configure whether measure, section, explode
measure 3-D View, measure, section and explode 3-D model
actions are available
Model
Find end items or immediate parent assemblies in  Show list of end items using part and total
Find where part which part is used. count within and across end items
is used Show total count of uses in end item and using  Show list of parent assemblies using part and
assemblies. total count

PTC Confidential – Forward looking information subject to change without notice 8

 View
View drawing for part

6289
6289267
View 3-D Section Exploded 6289427 Property Summary
6289529
6289427 Derailleur Assembly Version C.4 Released
Last modified: 12/20/2014 Cost: $52.36
Last modified by: Jim Smith Quantity In Stock: 507 Attributes aggregated
Manufacturer: SRAM from ERP, or SCM
system
WebGL-based 3-D
Visualization component. No
browser plug-in required.

Formats
STL

Selected format is displayed

when selected or displayed
automatically if it is the only
format for the role

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 View
Mobile app concept

 Scan Bar code  Select Drawing Format (PDF)  View/Zoom Drawing

PTC Confidential – Forward looking information subject to change without notice 10

 View
View parts list

View 3-D Section Exploded Property Summary

6289427 Derailleur Assembly Version C.4 Released
Last modified: 12/20/2014 Cost: $52.36 When exploded view is
Last modified by: Jim Smith Quantity In Stock: 507 selected, parts list for exploded
Manufacturer: SRAM assembly is automatically
displayed
Parts List
Part In Unit
Description Quantity Unit Lot Size Vendor
Number Stock Cost
5648291 B-Knuckle 1 ea 400 1,200 1.07 SRAM
5622654 Outerlink 1 ea 400 1,200 1.02 SRAM
5613205 Pivot Pin 4 ea 400 1,600 .28 Acme
Formats 5475310 P-Knuckle 2 ea 200 800 .79 SRAM
5920783 Bolt Bushing 1 ea 600 1,200 .22 Han
5951726 Fin 1 ea 200 1000 .23 SRAM
5639464 Seal 8 ea 1,000 10,000 .14 Han
5796453 O-ring 8 ea 1,000 8,000 .08 Han
5688517 External Retaining Ring 8 ea 1,000 6,000 .07 Han
Exploded view and parts list 5688517 Outer Cage 1 ea 400 650 .96 SRAM
are associated. Selected item 5688517 Inner Cage 1 ea 400 625 .98 SRAM
in view is highlighted in parts 5688517 Pulley 2 ea 400 1,350 .91 SRAM
list and vice-versa. 5688517 Spring 1 ea 600 923 .62 Leroy

Parts list includes columns with

information from ERP other
systems that are important for
role or task

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 View
Download complete set of design files for assembly

Latest Released

View 3-D Section Exploded Property Summary

6289427 Derailleur Assembly Version C.4 Released
Last modified: 12/20/2014 Cost: $52.36
Last modified by: Jim Smith Quantity In Stock: 507
Manufacturer: SRAM
Download Design Files
Parts List
Part In Unit
Description Quantity Unit Lot Size Vendor types
Number  Drawings Download
Stock all or selected
Cost
8 of1,200
design information
5648291 B-Knuckle 1 ea 400 1.07 SRAM
5622654 Outerlink 1 ea 400 associated
1,200 with
1.02 allSRAM
the parts in
5613205 Pivot Pin
 5
Step Files
4 ea 400
an assembly
1,600 .28 Acme
Formats 5475310 P-Knuckle 2 ea 200 800 .79 SRAM

5920783 Bolt Bushing 3 Specification
1 Documents
ea 600 1,200 .22 Han
5951726 Fin 1 ea 200 1000 .23 SRAM
5639464 Seal  9
CAD 8
Documents ea 1,000 10,000 .14 Han
5796453 O-ring 8 ea 1,000 8,000 .08 Han
5688517 External Retaining Ring 8 ea 1,000 6,000 .07 Han
Download
5688517 Outer Cage 1 ea 400 650 .96 SRAM
5688517 Inner Cage 1 ea 400 625 .98 SRAM
5688517 Pulley 2 ea 400 1,350 .91 SRAM
5688517 Spring 1 ea 600 923 .62 Leroy

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 View
Show where part is used

8389427

8389427 Property Summary

8389427 Pump Assembly Version B.2 Released
Last modified: 8/13/2015 Cost to build: $29.36
Show where used and in what
Last modified by: Greg Rhodes Quantity In Stock: 852
total quantities in end items in
Preferred Supplier: Flowtron
various product families
End Item Uses
Quantity Subtotal
End Item Number Description Family In Process In-Stock In Service
Used Used

24” Dishwasher Dish

5648291 2 53 102 225 760
Model 1024-W2 Washers

24” Dishwasher Dish

5622654 2 21 68 167 512
Model 1024-SS5 Washers

18” Dishwasher Dish

5613205 1 17 29 46 92
Model 1018-SS35 Washers

Washer, Front Loading Clothes

8475310 4 57 135 209 1604
Model 8832-SS2 Washers

Washer, Front Loading Clothes

8920783 4 95 217 346 2632
Model 8926-WMA Washers

Total Quantity Used_ 13 -- 773 1777 3050 5600

Show total uses across all end items Show total uses within end item
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 View
Concept for information widgets to include in app

8589427

8589427 Property Summary

8589427 1/24 HP Servo Motor Version B.5 Released
Last modified: 6/11/2015 Cost to build: $67.23
Last modified by: Michelle Ford Quantity In Stock: 231
Quantity in Production: 425
Tiles summarize and provide First level of detail in each summary
access to detailed information row links to more detail
Drawings Recent Uses

1 Use In a new assembly 5 Top-level Assemblies

12 3 Items added to structure 16 Total Assemblies

2 Added as affected Item in 98 Component parts

change

Design Files Changes Used In

2 Pending changes 2 Product Families

21 6 Approved changes 12 Product End Items

1 Rejected change 65 Parent Assemblies

Related Documentation Most Frequent Contributors

\

18 Michael Rygol Kevin Wrenn Steve Dertien

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 Contribute
Apps for contributing and participating

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 Contribute
List of task-based apps for contributing and participating
Task/App Description Key Characteristics/Options

Drawing  Markup drawing

 Go from drawing to model
Review & Review and approve/markup drawing and models
 Markup 3-D Model
Approval  Configure what types to access

Document  Sign documents

 Configure for doc number only or keyword
review & Review and approve/edit/markup documents
 Show latest or latest released only
approval  Show recent documents viewed

 Configure which attributes to show and layout

Change Review Review and approve changes (focused on simple
 Show/hide version history and change
& approval review and approval such as by managers)
summary

 Enable roles to quickly provide simple impact

assessments (added and removed costs,
Change Impact View list of parts in assembly and associate with 3-
risks…)
Assessment D model
 Configure focus of assessments for each role
(e.g. engineering, mfg, quality, legal…)

 Configure which document types to add to

Add content to Easily (drag and drop) addition of content to
allow to be added to what item types (such a
structures structures, containers and changes
part types)

 Configure what types of change items can be

Create change Create problem reports, deviations, waivers and
created (for example, a particular role can only
item non conformances
create problem report)

PTC Confidential – Forward looking information subject to change without notice 16

 Contribute
View aggregate task list and complete change review/approval

Task Summary Task – Review Change Markup Due: 3/20/2015 Customer: Turing GS #2850023

Overdue Too much force is required to insert subassembly. Reduce diameter as noted
3 in markup.
Due this week
10 Aggregate task list with tasks
Completed recently Accept Rework
2 across product development
systems
Recent
Decrease diameter by
Power System Requirements .25mm

Power System Specification

Load Analysis

ECN – 201483 Cost Reduce

Check Supplier Lead

Linear motor calibration

M264-2X Assembly Drawing

Aggregate list of recently

accessed or modified items

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 Contribute
Easily attach or associate documents or links with BOM items

Task Summary Product Structure – 6289427

Overdue 3
Due this week 10
Completed recently 2

Recent

Power System Requirements Easily attach documents

from desktop or external
Power System Specification system to structure
elements by drag and drop
or copy and paste
Load Analysis

ECN – 201483 Cost Reduce

Check Supplier Lead

Pump Requirements
Linear motor calibration Pump Requirements
Pump Requirements
M264-2X Assembly Drawing

Expand value of BOM by associating information with the BOM elements with which it is most properly linked
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PTC Contributor App
Change Review/Approval

2589427

Affected Items ECR 25235 Bevel Gear Material Change

Description: Replace plastic bevel gears with metal to improve reliability and reduce warranty costs

Owner: Steve Graves Affected End Items: 10

Submitted: 7/22/2015 Affected Parts: 2
Last modified by: Sandy Wold Primary Reason for change: Reliability (Warranty reduction)

Affected Item Description Quantity Disposition Unit Cost Resulting Item Unit Cost Cost
5948291 B.2 Bevel Gear - Motor 1 Scrap .85 5948291 C.0 1.36 $-2,075
5922654 C.4 Bevel Gear - Load 1 Scrap 1.22 5922654 D.0 1.85 $-8,225

Change Cost $-11,000

Recurring Annual Warranty cost savings $12,800

Approvals

 Jeff Miller 8/12/2015 We should have made this change 2 years ago based on warranty costs
 Greg Smith 8/13/2015 All tooling but mold can be reused
 Susan Greggs
 Bob Wold

Attachments & References

Customer Complaints (65)
Failure Analysis Report

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 Contribute
Review and contribute to change impact

2589427

Affected End Item – 8289427 ECR Summary

ECR #: 2589427 Name: Compressor Screw Redesign State: Impact Analysis
Description: Modify screw surface shape to prevent premature cavitation failure

Owner: Steve Graves Affected End Items: 2

Last modified: 7/22/2015 Affected Parts: 15
Last modified by: William Shunk Primary Reason for change: Quality/reliability

Affected Item Description Quantity Disposition In Process In-Stock In Service Cost/Unit Cost Subtotal

5648291 Primary Screw Impellor 1 Rework 42 28 19 $23.25 $2,069.25

5622654 Secondary Scree Impellor 1 Rework 45 25 19 $29.10 $2,589.90

5613205 Upper Housing 1 Scrap 32 38 19 $89.72 $7,985.08

8475310 Lower housing 1 Scrap 32 38 19 $104.38 $9,289.82

M-203214 Impellor milling program(s) 4 Redevelop -- -- -- $2,650.00 $10,600.00

M-203214 Housing Milling Program(s) 4 Redevelop -- -- -- $2,020.00 $8,080.00

Change cost impact_ $40,614.05

Attachments & References

Problem Reports (2)
Failure Analysis Report
Modified Simulation Results

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Empower business users to perform simple app tailoring
App Tailor Michael Rygol Log Out

Production Product Info App

Components Component Setup

Properties Formats
2 PDF
Formats 3 DXF
Drag and drop
Visualization components Configure IGES
components PDES
Recent STEP
Formats
Related STL

Search Generation
Subscribe Pre-published
On-demand
Where-Used
Orientation
Roles Horizontal
Vertical
Assembly
Tooling
Process planning
Purchasing 1
Project Manager Identify Roles
Prototyping

PTC Confidential – Forward looking information subject to change without notice 21

Role-based app architecture
User/Role
Single sign-on

PTC PTC Customer Customer

PTC-Created Access Contribute App 1 App 2 Customer-created
Role-based App ThingWorx Runtime Role-based App
ThingWorx Runtime
TWX App Runtime
Rational
System
SCM integration Windchill
OSLC
Layer Extension
Legacy

ALM
ERP
SLM
QMS PLM WPA
PDMLink & Customer Systems
ProjectLink

PTC Systems
PTC Confidential – Forward looking information subject to change without notice 22
PTC Cloud-based platform for global access across companies

Customer Environment PTC Cloud Service App Access

PTC Systems on Premise

PLM
PDMLink &
ProjectLink
Firewall

ALM

ERP

Global User
OEM
ERP Customer
Design Partner
Manufacturing partner
…

Customer Systems

PTC Confidential – Forward looking information subject to change without notice 23

 Sep ThingWorx 6.5

2015
Oct PTC Navigate View – R0.9 (Limited Release)

Nov

ThingWorx Mobile builder 1.0

Dec
PTC Navigate View – R1.1.0 (broad launch)

Windchill 11
Role-based app roadmap

Jan

2016
Feb
PTC Navigate View – R1.1 (mobile, ALM, PLM)

Mar

Apr

May
PTC Navigate Contribute – R1.0

PTC Confidential – Forward looking information subject to change without notice

Role-based App Roadmap in context of ThingWorx and Windchill

Jun Windchill 11.1

Jul

Aug
25

Sep
 View
Packaging and Licensing
Single license includes solution access and required platform components

1
named Converge (PLM layer)
user PTC Solution
solution PTC Solution Extensions
Access
access User ThingWorx App
license
for PTC Solution Access
Windchill Integrity

PTC Navigate - View App License Rights

Make easy to
 PLM and ALM Solution access Sell/buy with
Read-only and limited to information exposed in app single license
 ThingWorx Server (runtime), Developer, User with everything
needed
 Converge PLM Resource provider layer (runtime) included

Named-user subscription-only “paper” license with PLM access only

Release 1.0
Supports Windchill 10.1 M040-M050 & 10.2 M20-M030 & 11.0 F000

Release 2.0 Add concurrent or “active” user, license enforcement and ALM access

PTC Confidential – Forward looking information subject to change without notice 26

 View
License limitations and extended capability option

License Description Pricing Metrics Included with License Excluded

 Windchill PLM Read Access

 ThingWorx “Runtime” for app
Task-based reference  Named User delivery
apps and platform for  ThingWorx composer use for  Ability to create or modify
tailoring apps that Site license tailoring or rearranging information in PTC or non-
make information from option can be widgets bundled with apps PTC systems
PTC Access negotiated per
App
PTC systems to
customer
 Converge PLM layer  ThingWorx device
consume for a broad  Reference apps connection services
number of roles on “Active” User  Widgets, shapes and  Full use of composer for
browser and mobile option planned templates for access apps app & widget development
platforms for release 2  Acquire information from
PTC and non PTC systems

Upsell
Enables customers to  Windchill PLM access
Solution App build apps for use with Standard  Full use of composer for app  ThingWorx
device/equipment
Development PTC solutions without ThingWorx & widget development and
connection services
Platform limitation to bundled platform pricing. system aggregation
components  Non-PTC system
aggregation services

PTC Confidential – Forward looking information subject to change without notice 27