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Unrestricted © Siemens AG 2013 All rights reserved.
4th Generation VLC courtesy of Edison2
#SEU13
131 - Extending the Value of Solid Edge in an Engineer-to-Order World Jason Runnels, Product Manager, Siemens PLM Software
Unrestricted © Siemens AG 2013 All rights reserved.
Page 2 Siemens PLM Software
What you will learn:
This session will provide an overview of how the Rulestream technology, a
powerful product configurator integrated with Solid Edge, can help companies
increase overall responsiveness, accuracy, and profitability of their ETO
processes.
You will learn how:
• The sales organization will be able to rapidly generate accurate and compelling
proposals that include: 3D product visualizations, native Solid Edge quotation
drawings and detailed technical specification documents. Companies will improve
win rates, bid rates, provide greater margin security, and see improved customer
satisfaction.
• After the order is placed, the engineering organization will be able to more quickly
and accurately execute engineering processes by automating native Solid Edge
design models and drawings. Companies will improve lead times, eliminate errors,
improve quality, and reduce liquidated damages.
Unrestricted © Siemens AG 2013 All rights reserved.
Page 3 Siemens PLM Software
About: Jason Runnels
Jason Runnels
Product Manager
Siemens PLM Software
Jason Runnels is a member of the Chief Technology Office at Siemens PLM
Software. He is a product manager for the Rulestream Engineer-to-Order
product and is responsible for its new Solid Edge integration. The most recent
10+ years of his career have been focused on providing automation solutions for
custom product manufacturers. In his spare time he has become quite a Rubik's
Cube enthusiast.
Unrestricted © Siemens AG 2013 All rights reserved.
Page 4 Siemens PLM Software
4th Generation VLC
courtesy of Edison2
Agenda: 131 - Extending the Value of Solid Edge in
an Engineer-to-Order World
• Rulestream Introduction
• Target Business Processes
• Business Challenges & Benefits
• Solution Overview Demonstrations
• Technology Overview
• CAD Automation Requirements
• Live Solid Edge Integration
Demonstrations
• Customer Results
• Solution Summary
2013-JUNE-26
© Siemens AG 2013 All rights reserved.
Page 5 Siemens PLM Software
Rulestream capabilities:
• Captures and manages ETO product
configuration rules
• Automates proposals, technical data, CAD
models/drawings, BOMs, work instructions
• Open, scalable system with OOTB
integrations to CAD, PLM, Office
Rulestream delivers:
• Shorter lead times
• Complete, compelling proposals
• Fast, accurate engineering data
Resulting in:
• Increased win rates & revenue
• Greater margin retention
• Higher customer satisfaction
Rulestream allows ETO companies to rapidly transform customer
specifications into profitable solutions.
Rulestream Engineer-to-Order (ETO)
2013-JUNE-26
© Siemens AG 2013 All rights reserved.
Page 6 Siemens PLM Software
Example ETO Process
Job correction errors
Delayed payments
Eng
. S
ales
C
usto
mer
Customer acceptance
MBOM
routings
quality data
Pro
duct
ion
Manufacturing
Inst
alla
tion
Field installation
Requirements Proposal review
Product configuration
Proposal & risk
assessment
Est
imat
ion
Cost estimate & markup
Design,
specifications,
drawings
Design,
CAD models
& drawings
eBOMs,
compliance
checks & eng. analysis
Design
approval
Contract award
Tooling & fixture design
2013-JUNE-26
© Siemens AG 2013 All rights reserved.
Page 7 Siemens PLM Software
ETO Sales Process Challenges
• Quotation & Order Lead Times
• Critical factors in win rate
• Limited time for up front design
• Accurate estimation of:
• Cost
• Schedule
• Risk
• Contingency kills paradox
• Proposals lack rich product data
• Drawings & 3D visualizations
• Detailed technical data
• Getting “spec-ed” into the job
Eng
. S
ales
C
usto
mer
P
rodu
ctio
n In
stal
latio
n
Requirements Proposal review
Product configuration
Proposal & risk
assessment
Est
imat
ion
Cost estimate & markup
Design, specifications,
drawings
Contract award
Long Lead
Times
Lower Win
Rates
Guesswork
erodes
margin
Proposals
Lack
Content
2013-JUNE-26
© Siemens AG 2013 All rights reserved.
Page 8 Siemens PLM Software
Order Engineering Process Challenges
• Long lead times
• Impact win rate
• Liquidated damages
• Managing change quickly and
accurately
• Changes to customer requests
• Changes to product definition
• Unnecessary variance in solution and
quality
• Limited resources with expertise
• Lack of enforcement of best practices and
lessons learned
• Non-value added work detracts from
new product development
• Workforce attrition of senior engineers
Eng
. S
ales
C
usto
mer
MBOMs, routings,
quality data, tooling
Pro
duct
ion
Manufacturing
Inst
alla
tion
Est
imat
ion
Design, CAD models & drawings
EBOMs, compliance checks &
eng. analysis
Design approval
Contract award
Liquidated
Damages
Limited
Scalability
Long lead
times.
Errors
cause scrap
& rework
2013-JUNE-26
© Siemens AG 2013 All rights reserved.
Page 9 Siemens PLM Software
Target ETO Process
Job correction errors
Delayed payments
Eng
. S
ales
C
usto
mer
Customer acceptance
MBOM
routings
quality data
Pro
duct
ion
Manufacturing
Inst
alla
tion
Field installation
Requirements Proposal review
Product configuration
Proposal & risk
assessment
Est
imat
ion
Cost estimate & markup
Design,
specifications,
drawings
Design,
CAD models
& drawings
eBOMs,
compliance
checks & eng. analysis
Design
approval
Contract award
Tooling & fixture design
Respond at
near the
same speed
as standard
products
2013-JUNE-26
© Siemens AG 2013 All rights reserved.
Page 10 Siemens PLM Software
Target ETO Process
Job correction errors
Delayed payments
Eng
. S
ales
C
usto
mer
Customer acceptance
Pro
duct
ion
Manufacturing
Inst
alla
tion
Field installation
Requirements Proposal review
Product configuration
Proposal &
risk
assessment
Est
imat
ion
Cost estimate & markup
Design,
specifications,
drawings
Contract award
Design
approval
MBOM
routings
quality data
Design,
CAD models
& drawings
eBOMs,
compliance
checks & eng. analysis
Tooling & fixture design
Go directly
from order to
manufacturing
Truly custom
or highly
value added
engineering
Respond at
near the
same speed
as standard
products
2013-JUNE-26
© Siemens AG 2013 All rights reserved.
Page 11 Siemens PLM Software
Rulestream Benefits
Job correction errors
Delayed payments
Sales Benefits:
• Rapid proposal response times
• Better cost estimation (including supply chain)
• More predictable and improved margins
• Better alignment & communication of solution
• Higher win rates
Engineering Benefits:
• Shorter lead times
• Rapid execution of ECOs
• Fewer errors, reduced scrap and re-work
• Greater scalability
• Better knowledge retention
This ability to positively impact BOTH the top and bottom lines of a
company creates a compelling business case for operational improvement.
2013-JUNE-26
© Siemens AG 2013 All rights reserved.
Page 12 Siemens PLM Software
Introductory Product Demonstration
2013-JUNE-26
© Siemens AG 2013 All rights reserved.
Page 13 Siemens PLM Software
Example End User ETO Applications
Desktop Application
Web Client Application
2013-JUNE-26
© Siemens AG 2013 All rights reserved.
Page 14 Siemens PLM Software
4th Generation VLC
courtesy of Edison2
Agenda: 131 - Extending the Value of Solid Edge in
an Engineer-to-Order World
• Rulestream Introduction
• Target Business Processes
• Business Challenges & Benefits
• Solution Overview Demonstrations
• Technology Overview
• CAD Automation Requirements
• Live Solid Edge Integration
Demonstrations
• Customer Results
• Solution Summary
2013-JUNE-26
© Siemens AG 2013 All rights reserved.
Page 15 Siemens PLM Software
The Rulestream Solution
Systems of Record
CRM ERP PLM
Authoring
Tools
CAD, CAM, CAE
MS Office
Visio, Word, Excel
Legacy
Rulestream
ETO
Rule
Execution
Engine
Rules & Facts
Repository
Domain
Experts
Customer
Requirements
• Product Configuration
•Proposals
• Tech Specifications
• Sales Drawings
• 3D Visualizations
• 3D models
• Mfg Drawings
• Analysis
• EBOMs, MBOMs
• Routings
• Test Procedures
• O&M manuals
Eng. Process
Quote Process
2013-JUNE-26
© Siemens AG 2013 All rights reserved.
Page 16 Siemens PLM Software
Key Integrations
• Solid Edge
• NX
• Teamcenter
• PLM Vis (JT)
• Pro/ENGINEER (CREO)
• Solid Works
• AutoCAD
• Microsoft Office (Visio, Word)
JT
2013-JUNE-26
© Siemens AG 2013 All rights reserved.
Page 18 Siemens PLM Software
Rule Authoring and Maintenance in Rulestream
Easily
author & manage
rule models in
Rulestream
Rules can calculate
physical parameters,
functional characteristics,
and other, non-geometric
attributes
Standard plug-ins to
multiple CAD systems
&
MS Office tools
Rule hierarchy organizes
product relationships &
encourages rule reuse
Rule models can be
tagged & organized by
knowledge source Different release
status can be
assigned
Quickly identify
impact of rule change
by understanding
where a rule model is
used
Unrestricted © Siemens AG 2013 All rights reserved.
4th Generation VLC
courtesy of Edison2
#SEU13
ETO CAD Requirements
2013-JUNE-26
© Siemens AG 2013 All rights reserved.
Page 20 Siemens PLM Software
CAD Automation Requirements for ETO
Process Requirements
Sales • Technical schematics
• Quotation drawings
• 3D visualization models
Order Engineering • Detailed 3D design models for engineering
and manufacturing
• General assembly drawings
• Detailed manufacturing drawings
• NC flat files
• 3D models for analysis
• Customer submittal drawings
• Customer packaging models
2013-JUNE-26
© Siemens AG 2013 All rights reserved.
Page 21 Siemens PLM Software
CAD Automation Requirements for ETO
Requirement Description Benefit
Ease of rule authoring • Rules are easily mapped to the
model’s parametric definition
• No API programming required
• Faster time to value
• Lower maintenance costs
• Larger rule authoring community
CAD Independent • Rules stored outside of CAD models
• Rules executed independent of CAD
• Rule lifecycle independent of CAD
• Non-CAD outputs (BOM, etc.) do not
require CAD to be present
Rules mapped to the
feature definition of the
part or assembly
Rules stored and
executed independent
of CAD
2013-JUNE-26
© Siemens AG 2013 All rights reserved.
Page 22 Siemens PLM Software
CAD Automation Requirements for ETO
Requirement Description Benefits
Native integration • Create native CAD models
• No CAD translation
• Enables efficient downstream manual
processing.
Bi-directional • Drive model definition
• Read mass properties & dimensions
• Assess interference / clearance
• 3D model automation
• Accurate mass props w/o complex calcs
• Closed loop optimization
Hybrid approach • Allows rule-based automation to co-
exist with manual design
• Important for products where 100% design
automation in not practical
Rulestream Rules Engine
(web service or client application)
Rules for generating CAD
components, assemblies, and
drawings
Bi-directional integration
2013-JUNE-26
© Siemens AG 2013 All rights reserved.
Page 23 Siemens PLM Software
CAD Automation Requirements for ETO
Requirement Description Benefit
Parametric
templates
• Models constructed from generic
templates that can be instanced and
controlled parametrically
• Designers can easily contribute to automation
• Library of templates can serve both order
automation and new product development
Dynamic
assemblies
• Bottoms-up assembly generation
• Eliminates need to pre-design
assembly variants or use
complicated top-down assemblies
• Supports highly variable product structures
• More modular design, greater reuse
• Lower cost/effort to maintain templates
• Reduced time/effort to launch new products
Rulestream
• Rules select correct template
• Rules parametrically size model
• Rules assemble components
Generate any possible design variant! Template library
2013-JUNE-26
© Siemens AG 2013 All rights reserved.
Page 24 Siemens PLM Software
CAD Automation Requirements for ETO
Requirement Description Benefit
User defined
features
• Rule-based control of user defined /
library features
• Eliminates the need to overload
component templates with features
• Lower cost/effort to maintain templates
• Simplified models for downstream manual
design
Hole cut-out Receptacle cut-out Oxygen tank cut-out
2013-JUNE-26
© Siemens AG 2013 All rights reserved.
Page 25 Siemens PLM Software
CAD Automation Requirements for ETO
Requirement Description Benefit
Support full range of
drawing types
• General assembly, manufacturing detail,
flats, installation, customer submittal, sales
• Single drawing automation
system for the enterprise
Template based • Drawings constructed from generic
templates that can be instanced and
controlled parametrically
• Designers can easily contribute
to automation
• Library of templates can serve
both order automation and new
product development
2013-JUNE-26
© Siemens AG 2013 All rights reserved.
Page 26 Siemens PLM Software
Summary of Key Capabilities:
3D CAD Automation
Capability Description
Parametric sizing Size parametric models based on rule calculated values
Dynamic assemblies Construct new assemblies from the bottom up
User defined features Configure component topology using user defined features
Mass properties Read mass properties back from the configured model
Interference/Clearances Read interference and clearance information back from the configured model
Sub assemblies Drive existing sub-assemblies parametrically when topology is static
Family tables Control assembly and component family tables
Material type Control part material type and/or density
Assembly visibility Control component and sub-assembly visibility
Color Control component color
Document Control template selection, file name, doc properties, and output formats (JT,
STEP, IGES, DWG, image files, etc.)
2013-JUNE-26
© Siemens AG 2013 All rights reserved.
Page 27 Siemens PLM Software
Summary of Key Capabilities:
2D Drawing Automation
Capability Description
View Control View scale, location, size, visibility, model visibility in view
Dimension Control Dimension location, existence
Note Control Note content, location, existence
Title Block Control title block information
Tables Generate or drive tabular data
Additional annotations GD&T, surface finish, etc.
Document Control template selection, file name, doc properties, and output formats (DXF,
PDF, image files, etc.)
Unrestricted © Siemens AG 2013 All rights reserved.
4th Generation VLC
courtesy of Edison2
#SEU13
Solid Edge Integration
2013-JUNE-26
© Siemens AG 2013 All rights reserved.
Page 29 Siemens PLM Software
Live Solid Edge Integration Demonstrations
2013-JUNE-26
© Siemens AG 2013 All rights reserved.
Page 30 Siemens PLM Software
Rulestream Solid Edge Integration Roadmap
Apr Dec
Rulestream 8.6 – SE Integration
General:
Support for Solid Edge ST5
Control document name and properties
Error Handling & logging
3D Models:
Component automation (drive feature parameters)
Assembly automation (component insertion, removal, mating, display, etc.)
Mass properties, material selection
Sheet metal parts
Drawings:
Update model references
Control of view scale, visibility, position
Drive title block information
Control annotation location
8.5 8.7
Jun Sep Mar
Rulestream 8.7 – SE Integration
Insert/Drive feature library members
Control family of parts (spreadsheet)
Output generation (JT, images, Parasolid, etc.)
Unattended engineer support
8.6
TBD
ST6 Support
Teamcenter Solid Edge manager
Rules-based manufacturing features
2013-JUNE-26
© Siemens AG 2013 All rights reserved.
Page 31 Siemens PLM Software
Rulestream Engineer-to-Order
Example Customers Examples Products
Electrical Switchgear
Power Gen Equipment
HVAC Equipment
Special Packaging
Specialty Vehicles Fluid Flow Technology
2013-JUNE-26
© Siemens AG 2013 All rights reserved.
Page 32 Siemens PLM Software
• 80% reduction in engineering time
• 95% decrease in BOM and drawing errors
• 2X increase in jobs won (increased bid rate and win rate)
• Cost avoidance of 30 additional engineers
• Change requests managed 5 times faster
• 50% decrease in annual expense compared to custom programming
Rulestream Customer Benefits
Unrestricted © Siemens AG 2013 All rights reserved.
4th Generation VLC
courtesy of Edison2
#SEU13
Solution Summary
2013-JUNE-26
© Siemens AG 2013 All rights reserved.
Page 34 Siemens PLM Software
Rulestream Engineer-to-Order Summary
Inquiry Order MFG
Quotation/Proposal Order Engineering
• Platform for ETO process automation
• Captures and manages important
engineering & business rules
• Automates critical sales & engineering
deliverables
• Highly scalable, OOTB solution
• Easily integrates into a company’s
environment
2013-JUNE-26
© Siemens AG 2013 All rights reserved.
Page 35 Siemens PLM Software
4th Generation VLC
courtesy of Edison2
Contact
Jason Runnels
Rulestream Product Manager
Siemens PLM
Chicago, IL
E-mail: