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The importance of user experience for Cloud PLM

Factors and features improving usability

In an increasingly digitalized world, cloud-based solutions for Product Lifecycle Management (PLM) play a crucial role in efficiently managing product data and processes. A number of providers develop Cloud PLM software. Apart from functionalities and pricing, the user experience (UX) holds particular importance as it significantly influences user acceptance.

In this blog post, you will learn why selecting user-friendly Cloud PLM software is essential and what considerations you should keep in mind.

Why UX is important

When it comes to software, a well-designed user experience is not just a nice-to-have but a crucial factor that significantly influences how users perceive a tool, adapt and use it. Here are 5 reasons why you should prioritize user-friendliness when choosing Cloud PLM software:

User satisfaction: A well-conceived user experience increases user satisfaction. When users intuitively understand a software and find interacting with it pleasant and rewarding, they are more inclined to use it again.
Efficiency and productivity: A compelling user interface and meaningful interaction options enable users to complete tasks faster and more effectively.
Error reduction: A thoughtful UX helps minimize errors. Clear instructions, easy navigation, and consistent design elements lead to users making fewer mistakes and finding solutions faster when errors do occur.
Accessibility: A good UX takes into account the diversity of the user base and includes people with different abilities and limitations. Accessible designs allow everybody to work with the software without barriers.
Cost-Efficiency: Software with an intuitive UX can save costs in the long run, as users make fewer mistakes and the need for support and training decreases.

Cloud PLM and the challenges of user-friendliness

Cloud PLM systems enable centralized management of product information in real time, promoting collaboration and efficiency. Nevertheless, they initially pose some challenges for new users: they have to familiarize themselves with a new user interface, learn how to use complex functions, and handle data from a variety of sources. A sophisticated UX helps overcome these challenges:

Intuitive user interface: The user interface should be simple and intuitive to enable quick familiarization. A clean design and well-placed features help users navigate easily.

Customized dashboards & charts: Custom dashboards and time schedules allow users to see information and functions relevant for their tasks at a glance. Gantt charts, for example, provide a clear overview of project progress, aid in identifying task dependencies, and simplify resource planning.

Collaboration tools: A high-quality Cloud PLM platform should offer seamless collaboration features. Comment functions, real-time collaboration, and shared editing options are crucial for facilitating communication and information exchange.

Search and filter functions: Efficient search and filter functions, including an enterprise search, help users quickly access needed information. This is especially crucial with large datasets.

Integration with other systems: Seamless integration with other enterprise systems like ERP or CAD dissolves data silos and ensures all relevant data are linked.

User guidance and training: Well-structured tutorials and training materials assist users in utilizing the software to its full potential. A carefully crafted onboarding strategy is crucial to achieve a flat learning curve.

Feedback mechanisms: Users should be able to provide feedback for continuous software improvement. A dedicated community serves as an ideal platform for an open dialogue between developers and users.

Conclusion

For Cloud PLM software, an excellent user experience is not an option but a necessity. It enhances productivity, cost-efficiency, and user satisfaction. The entire team, including members with disabilities, can effortlessly and efficiently work with the tool. User-friendly Cloud PLM systems offer intuitive interfaces, customizable dashboards, collaboration tools, search and filter functions, training and feedback options, as well as integrations with third-party systems.

CIM Database Cloud provides state-of-the-art PLM features combined with an intuitive user interface and a flat learning curve.

Why connecting Cloud PLM and CAD is important

How the integration of Cloud PLM and CAD supports efficient product development

Engineers, designers, and CAD users often experience data chaos in their daily work: MCAD files (Mechanical Computer-Aided Design) can either be archived in a technical document management system or stored in the file system. While some ECAD systems (Electronic Computer-Aided Design) offer dedicated database solutions, there is still limited communication and interaction between the MCAD and ECAD worlds. The consequence? Mutual dependencies are not consistently represented in a single software. Although workflow management systems can provide good orientation about the current project phase, they are limited to merely providing links to documents without managing them reliably. This leads to data silos that complicate collaboration among design teams and slow down the entire product development process.

The integration of Cloud PLM and CAD solves this problem. PLM software connects CAD models with all other product-descriptive documents and data, breaking down silos and organizing the data chaos.

Find out how the integration of Cloud PLM and CAD leads to more efficient product development in this interview with Kai Ruhsert and Heiko Jesgarsz, Product Managers at CONTACT Software.

What is the advantage of PLM in the cloud?

KR: Product Lifecycle Management (PLM) allows companies to manage the entire lifecycle of a product, from the initial idea and development to production, distribution, and maintenance. Instead of installing PLM software locally, cloud-based PLM provides access via the internet. This not only leads to better scalability and increased security but also lower IT infrastructure costs. The integration of employees at any additional locations is simplified, making collaboration in global product development projects more efficient.

What benefits arise from the integration of Cloud PLM and CAD?

HJ: Many design teams need to collect, review, and assess product-related documents from various sources. Providing information to ERP systems or business partners further increases manual efforts. This is not only a challenging but also time-consuming task with significant potential for errors. In some cases, media discontinuities may occur, for example, when outdated information is recorded in Excel spreadsheets and passed on to downstream processes. The results are “data silos” which complicate information exchange and collaboration, causing unnecessary efforts.

Such shortcomings are particularly problematic when it comes to fulfilling documentation and process compliance due to high customer requirements or legal changes. Or when component manufacturers want to become system providers and the new customers demand an audit-proof documentation of the entire product development process. Without a PLM system, the necessary technical infrastructure for this is lacking.

The solution to this problem: managing all relevant data of the development process using PLM software, thereby creating a “single source of truth”. The PLM system not only links MCAD and ECAD models but also establishes a consistent cross-disciplinary database. This leads to high data consistency and transparency regarding the functional and structural relationships between electronics and mechanics.

The integration of Cloud PLM and CAD is particularly valuable for many companies as it simplifies collaboration and information exchange between design teams and other departments. This ultimately makes product development and manufacturing more efficient.

What solution does CONTACT Software offer to connect Cloud PLM and CAD data?

KR: The CONTACT Workspaces Desktop. This file explorer is a powerful tool for product data management. As a central platform, the Workspaces Desktop allows designers and CAD developers to customize their work environment, organize files, promote teamwork, and access essential tools for their work. It acts as the technical bridge between CAD systems and CONTACT Elements. Information seamlessly flows between these systems and product-relevant properties are securely stored in the CONTACT Elements platform.

The structures of documents in MCAD systems such as SOLIDWORKS, NX, Catia, and Creo are complex and require intelligent team data management. CONTACT’s Workspaces Desktop meets these requirements. It relieves designers from tedious routine tasks while ensuring a process-safe database. This is achieved through standard interfaces to leading MCAD and ECAD systems, along with the most powerful multi-CAD data management on the market. Additionally, the open architecture ensures seamless business processes with other IT systems like SAP.

In conjunction with CONTACT’s Cloud PLM system, CIM Database Cloud, the Workspaces Desktop allows to access all CAD data from anywhere at any time and to link it with all data along the entire product lifecycle.

Conclusion

The seamless integration of PLM and CAD is essential to avoid data silos. Cloud-based PLM software connects MCAD and ECAD models with all other product-relevant documents and data. This ensures access to identical data at any time and from anywhere. Using Cloud PLM with interfaces to CAD systems creates a fundamental prerequisite for efficient, cross-location collaboration between design teams.

The Cloud PLM system CIM Database Cloud integrates seamlessly with leading MCAD/ECAD systems. The CONTACT file explorer Workspaces Desktop allows users to connect all CAD documents with product lifecycle data and access them from anywhere.

Digitalization for the High Seas

The sun is shining in Hamburg, and the mild autumn air is in motion – even though I am perfectly equipped for rainy weather. In early October, shipbuilders from around the world gather in a conference hotel near the harbor for the CADMATIC Digital Wave Forum. The user meeting invites participants to experience CADMATIC’s CAD application for shipbuilding firsthand and to learn about current trends, product innovations, and new developments. The highlight: CADMATIC Wave, an integrated CAD/PLM solution specifically designed for shipbuilding and jointly developed by CADMATIC and CONTACT.

Model visualization simplifies data retrieval and collaboration

After our first coffee, we slowly make our way into the conference hall. The morning is filled with numbers and facts around CADMATIC’s digitalization strategy. In the afternoon, our Managing Director Maximilian Zachries presents CADMATIC Wave to the 200 participants. As we demonstrate the first functionalities of the integrated Product Data Management (PDM), some attendees quickly pull out their phones to snap a photo of the feature. I am somewhat excited – now it’s official. Now we also need the data model. And that isn’t quite so simple.

Cadmatic's Atte Peltola introduces the audience to Cadmatic Wave

The resounding call for a data model for shipbuilding carries me through the three days in Hamburg. During my conversations with industry colleagues, it becomes evident that the information required and generated in the shipbuilding process must be able to be mapped within the model. Model-centric is the magic word: the ship’s geometry is visualized, including equipment, fittings, and logistics. Information can then be retrieved and added via the specific parts of the model. Model visualizations provide a shared and intuitive view of the ship for all involved trades, significantly simplifying information retrieval. This enhances the efficiency of engineering activities and collaboration, also with partners.

Basing a data model on ship geometry is challenging

Engaged in a discussion with a research associate from the Norwegian University of Science and Technology (NTNU), we stumble upon a question: Is the geometry model even suitable for generating a generic product structure for data storage in the PDM? After all, as a placeholder in a data model, there are quite a few locations in such a ship. And let me put it this way: data models are typically organized along the processes in product creation, not the geometry of a ship model. I am curious to see how we will solve this challenge in CADMATIC Wave.

The evening event takes place on the Cap San Diego, a museum ship in the Hamburg harbor. The rustic flair of a ship’s belly and the lavish buffet create a cozy atmosphere for lively conversations. We talk about life in Finland and Norway and the difference between information and data management. The evening ends stormy and rainy, and I finally put my rain gear to good use and return to the hotel dry and warm.

SEUS brings European shipbuilding to a new efficiency level

At the CADMATIC Digital Wave Forum, I also meet my consortium partners from the Smart European Shipbuilding (SEUS) project for the first time. Among them are representatives from NTNU and CADMATIC, as well as employees from two shipyards, the Norwegian Ulstein Group and the Spanish Astilleros Gondan SA. SEUS is an EU-funded research project with the goal of developing an integrated CAD and PLM solution for shipbuilding. This endeavor goes way beyond the functionalities we develop in CADMATIC Wave. For instance, we aim to incorporate knowledge management and utilize AI for searching within product data.

In this context, the broad positioning of our research department, CONTACT Research, works to our advantage. Our focus areas include not only Digital Lifecycle Management, where we conduct research on digitalization strategies for various industries, but also Artificial Intelligence. The AI product data search we aim to implement in SEUS allows us to bring our self-declared motto to life: “Bringing artificial intelligence into the engineering domains.”

As three days in Hamburg come to an end, three strong impressions remain:

It is necessary to design an abstract data model for shipbuilding. One that contains the modules of a ship and yet can be customized to fit the specific needs of any shipbuilder. This data model must be closely linked to the development process.
Personal exchange and meeting each other face to face have been an enriching experience for me in this new work area. This positive feeling motivates me for my future work in the SEUS project.
In Hamburg, rain gear is a must.