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Copyright © 2009 Parametric Technology Corporation (PTC). All rights reserved.

PTC, the PTC logo, and PTC Value Roadmap are trademarks or registered trademarks of Parametric Technology Corporation or its subsidiaries. Part number: 4497-VRM

400381.P01.CS4.indd 1
Side A

VALUE
Discrete Manufacturing

Service
Sourcing
Engineering
Growth

Management
왔 Organization
Profitability

Manufacturing
Sales and Marketing

Early Sourcing
System Design

Detailed Design
PTC Value Roadmap

Proposal Response
Lower Product Cost

Design Outsourcing
Lower Lifecycle Cost

Project Management

Concept Development
Portfolio Management

Program Management

Regulatory Compliance
Protect Product Position

Improve Asset Utilization

Verification and Validation

Manufacturing Outsourcing
ing, sales/marketing, and service.
Identifying and Realizing Value in Product Development

Develop/Define New Markets

Variant Design and Generation

Tooling Design and Manufacture


consumables, and solutions upgrades.

property, plant, and equipment assets.


Improve Ability to Fulfill Demand
frequency of revised product iterations.

Design to Realize a Price Premium


Version 6.1

Processes Part 1:

Quality and Reliability Management

Manufacturing Process Management

Performance Analysis and Feedback


Design for Ongoing Revenue Streams

Component and Supplier Management


through more nimble supply chain operations.

Product Support Analysis and Planning


Change and Configuration Management

Requirements Capture and Management

Technical Information Creation and Delivery


Business Processes
Grow Market Share with Customer-Focused Products
Value Opportunities

cost paradigms to lower customers’ total cost of product ownership.


development of innovative products and through early market entry.
competitive barriers to entry, or to increase customer switching costs.

manufacturing expense, raw material cost, and purchased materials cost.


Ado
responsiveness via greater in-house design and manufacturing flexibility, or

strong brand loyalty. Deliver innovative offerings which provide value-based


pt c
Secure high-margin contributions to profit by delivering products with highly-
demanded solution set delivered through an expanded portfolio of products,

Expand revenue streams with follow-on selling opportunities such as services,

ons

Achieve lower indirect lifecycle cost through improvement of team productivity


Improve market share within existing markets through the delivery of customer-

Secure market position and revenue through techniques designed to maximize

across functional areas including design/engineering, operations/manufactur-


Achieve lower direct product cost through reduction in cost contributors such as
an enhanced feature set within existing product suite, and/or through a higher

Enhance revenue capture opportunities by achieving a higher level of customer

isten
valued combinations of performance, features, and aesthetics, and by fostering

Maintain or reduce capital expenditures through more productive use of current


t pro
Capture incremental revenue opportunities by establishing novel markets with the

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1/19/10 12:17 PM
Side B

Processes Part 2: Process Landscape


PRODUCT DEVELOPMENT LIFECYCLE

왔 Organization 왘 Plan 왘 Concept 왘 Design 왘 Validate 왘 Production 왘 Support

PTC Value Roadmap


Portfolio Management
Overview
Program Management The PTC Value Roadmap is a structured collection of rich intellectual property for the purpose of helping product Version 6.1
development organizations meet their financial objectives. Its content has been shaped by interactions with
Project Management thousands of customers, by engagements with numerous consultants and leading academics, and by PTC’s heritage Identifying and Realizing Value in Product Development
Management in supporting product organizations for more than twenty-five years.
Regulatory Compliance
Discrete Manufacturing
Quality and Reliability Management
How to Use the PTC Value Roadmap
Change and Configuration Management
The most common way to use the Roadmap is to guide value-oriented discussions and planning. This process
Proposal Response begins on Side A with the identification of relevant, corporate-driven value opportunities and the prioritization of
Sales and Marketing corresponding business initiatives. This approach continues by identifying the processes and capabilities (which
Requirements Capture and Management
together represent a series of best practices) that enable these initiatives to be realized.

Concept Development It’s equally possible to use the Roadmap as a means to align technology funding initiatives with corporate goals. This
approach begins on Side B with an identification of desired best practices and process improvement areas, and
System Design
continues by working backwards through alignment with associated initiatives and value opportunities on Side A.
Detailed Design
Engineering Value-Oriented Discussion and Planning
Best Practices
Verification and Validation
SIDE A SIDE B
Variant Design and Generation

Design Outsourcing
Value Opportunities Business Initiatives Processes Capabilities

Early Sourcing
Sourcing
Component and Supplier Management

Technology Funding Aligned to Corporate Goals


Manufacturing Process Management

Manufacturing Tooling Design and Manufacture


Copyright © 2010 Parametric Technology Corporation (PTC). All rights reserved. PTC, the PTC logo, and PTC Value Roadmap are trademarks or registered trademarks of Parametric Technology
Manufacturing Outsourcing Corporation or its subsidiaries. Part number: 5138-VRM

Product Support Analysis and Planning

Service Technical Information Creation and Delivery

Performance Analysis and Feedback

Best Practices
Industry-leading Processes and Capabilities

Management Engineering Sourcing


쎲 Portfolio Management 쎲 Change and Configuration Management 쎲 Concept Development 쎲 Early Sourcing 쎲 Manufacturing Outsourcing

Drive innovation, optimize collective value, manage risk, and make trade-off decisions across a set of Evolve products in an orderly fashion, from concept through retirement. Define alternate product concepts, investigate feasibility, and select the best candidates. 앪 Heterogeneous design in context Streamline the creation of design contexts comprising Involve sourcing teams early by leveraging strategic supplier relationships to achieve target product Engage a third-party manufacturer to produce a part, component, or product.
programs while ensuring alignment with strategic objectives. data from multiple MCAD tools, for efficient design review, analysis, and authoring activities. costs, meet DFM/DFA goals, and minimize product environmental impact.
앪 Standardized, automated change process Implement a closed-loop standard change 앪 Distributed collaboration Enable collaboration on work-in-process design data. Share 앪 Traceable product data sharing Enable effective collaboration with manufacturing partners
Manage changes and communicate updates to stakeholders.
앪 Program process standardization Standardize on a phase-gate new product development process. Adapt routing workflows according to change severity. Automatically capture change product information throughout enterprise in order to facilitate front-end ideation, concept 앪 Distributed supplier collaboration Proactively partner with suppliers to identify cost drivers by sharing product data. Provide different methods tailored to support the needs of alternative
process using project templates. Impart consistent project success criteria and regular history, electronic signatures, and audit trails. Notify affected parties of change effectivity. development, and design refinement. 앪 Standardized engineering calculations Capture, standardize, and automate the reuse of and enable early mitigation strategies for critical components. Provide a secure and managed business relationships. Provide traceability to what was delivered, received, and accepted.
governance. Improve the ability to make Go/No Go/Hold decisions and resource trade-offs. company and industry-standard engineering calculations across programs. collaborative workspace for relevant design data. Ensure the entire team is working with the
앪 Integrated, cross-discipline change management Implement a change process across 앪 Associative conceptual engineering* Relate and reuse 2D engineering concepts in 3D 앪 IP protection support Control access to sensitive IP by securely compartmentalizing
latest information.
앪 Portfolio dashboards Provide portfolio managers with visibility to portfolio pipelines and the complete product definition, and through the common product information repository. Provide designs in order to shorten design cycles. data within the system (e.g., role- based and policy- based access, digital signatures, export
cross-program performance to ensure optimal, strategic allocation of resources. stakeholders with access to necessary product data during evaluation, review, approval, and 쎲 Verification and Validation 앪 Target cost dashboards Establish cost targets for components. Provide program stakeholders control and classification) and by controlling data once it has left the system (e.g., low-fidelity
앪 Standardized engineering calculations Capture, standardize, and automate the reuse of
implementation of changes. Capture and associate revision and iteration history of affected digital with visibility into target costs and cost estimates. representations, watermarking, digital rights management).
company and industry-standard engineering calculations across programs. Ensure that designs meet performance requirements and are verified through digital or physical
쎲 Program Management
product information with each change.
앪 Work practice standardization Standardize execution of outsourcing projects, aligning
앪 Flexible reverse engineering Automate the transfer of physical prototype surfaces into CAD means, progressing from components to assemblies, systems, and products.
앪 Partner change integration Integrate partners into engineering change review, approval, and 쎲 Component and Supplier Management business processes and work methods between OEM and suppliers.
for reuse in design. 앪 Requirements verification Establish test requirements describing verification methods at each
Govern and coordinate development projects to mitigate risk, maintain focus on objectives, and implementation activities. Increase visibility by ensuring problem and impact are fully understood.
앪 Partner change integration Integrate partners into engineering change review, approval,
facilitate consistent, high-quality execution. Improve quality and efficiency of changes. 앪 Efficient and effective customer review Provide life-like product design review experience level of decomposition in the system design. Provide systematic means to ensure requirements Enable global organizations to effectively find, select, and incorporate preferred parts and suppliers
have been met by the design. and implementation activities. Increase visibility by ensuring problem and impact are fully
using photorealistic digital prototypes for early market feedback. during product development and sourcing.
앪 Program process standardization Standardize product development and technology 앪 Integrated product issue management Implement a flexible online issue/change request understood. Improve quality and efficiency of changes.
development processes using project templates. Publish, automate, and enforce program process. Allow any affected party to indicate and substantiate the need to rectify a problem or 앪 Design studies and tradeoff analyses Perform design sensitivity studies to establish 앪 Front- loaded simulation Perform digital simulations early and often to accurately predict 앪 Part search and classification Rapidly locate parts and components based on key
management standards. Drive execution to common schedules and milestones. improve a design/process. Ensure problems are understood and prioritized effectively. performance envelopes and tradeoff curves. real-world behavior and optimize product performance. attributes. Organize part libraries to enable efficient and effective search and navigation;
앪 Program gate deliverable control Identify critical gate deliverables for program milestones. 앪 Associative simulation and design Develop associative simulation models based on design
reduce part duplication. Service
앪 Change dashboards Provide an online change dashboard to expose trends regarding volume 앪 Associative industrial design Use associative modeling techniques to enable product styling
Manage and track completion through automated workflows. and severity of changes, and change processing cycle time. concepts and detailed designs to be developed concurrently. Accommodate iterative changes models to ensure synchronization and reduce cycle times. 앪 Supplier qualification management Provide a standardized process for qualifying and
maintaining preferred suppliers. Identify important sourcing/selection scenarios and define 쎲 Product Support Analysis and Planning
without time-consuming rework. 앪 Collaborative simulation environment Manage the simulation activities within an
앪 Integrated program data management Collect, organize, and manage program data 앪 Product configuration lifecycle management Manage evolving product configurations over
supplier preferences by part classification. Enable effective finding, selection, and incorporation
across multiple projects. Simplify stakeholder access to secure, relevant information; improve entire lifecycle. Accommodate rule-based configurability (e.g., per revision or maturity), substitute enterprise. Provide traceability between requirements, test cases, design configurations, test Define the service activities and intervals necessary to meet the targeted operating performance
of preferred suppliers during product development and sourcing activities.
program collaboration. parts, serialized parts, effectivity (e.g., time- or lot-based), and organization-specific BOMs (e.g., 쎲 System Design configurations, and results. of a product.
as-maintained, as-planned). Provide traceability between upstream design and downstream 앪 New part introduction standardization Implement a lean and controlled new part
앪 Program dashboards Improve stakeholder’s visibility into status, progress, and overall 앪 Digital mockup Rapidly visualize and identify design issues in a digital mockup; track and 앪 Early reliability prediction and simulation Perform early, iterative prediction of component,
configurations to ensure change visibility and appropriate change propagation. Develop the functional and physical architecture, model of the product, associated specifications, introduction process. Facilitate reuse of existing parts, lowering associated costs for duplicating
performance through live dashboards and reports. resolve interferences. assembly, and system failure and availability rates based on standard prediction models, test,
and derived requirements. parts. Ensure Design-for-X (e.g., environmental, assembly) methods are considered early.
앪 Product configuration-sharing to enterprise Automate sharing and synchronization of and field performance data.
product configuration information across enterprise systems. Ensure new engineering information 앪 Requirements flowdown Establish traceability between customer needs, market 앪 ECAD/MCAD library integration Integrate and synchronize ECAD component libraries with
쎲 Project Management 쎲 Variant Design and Generation 앪 Maintainability and lifecycle cost prediction Estimate maintainability costs early and
is effectively incorporated into other business processes. requirements, and their associated technical specifications/designs. Ensure that all requirements MCAD libraries in PLM/ERP to eliminate redundancies and errors.
are allocated to the product design. iteratively, based on predicted availability, repair logistics, and sparing strategies.
Plan, execute, monitor, and control complex development efforts and dependencies spread across 앪 Unified hardware-software configuration management Ensure release of the correct Define and manage multiple product configurations to satisfy customer, regional, and market-specific 앪 Supplier change management Provide a standard, predictable change process to inte-
globally distributed project, product, and technology teams. 앪 Requirements verification Establish test requirements describing verification methods at each needs, and accommodate design alternatives and improvements. grate changes to supplier parts. Increase visibility by ensuring problem and impact are fully 앪 Systems-based supportability planning* Define and manage supportability plans based
version of software with the overall product configuration, eliminating quality problems, late-stage
level of decomposition in the system design. Provide systematic means to ensure requirements understood. Improve quality and efficiency of changes. on systems and sub-systems to ensure consistency and enable reuse across products.
앪 Project planning and tracking Plan and manage project activities, milestones, deliverables, changes, and delays. 앪 Generic product platform design Capture and manage a generic product structure
have been met by the design. representing the superset of required and optional modules, streamlining development of 앪 Applicability-driven supportability planning* Define supportability plans to address
risks, and resources. Continuously update plans to identify critical path and interdependencies. 앪 Approved manufacturer and vendor lists Create and manage approved manufacturer
Automate project task delivery and tracking. 앪 Functional/logical structure management Formalize the definition and management of a common platform. and vendor lists (AML/AVL) for supplier parts. Ensure consistency of utilization of suppliers for all product and utilization variations and enable the delivery of equipment-specific
Sales and Marketing system functions. Provide traceability, from requirements to design solutions. multiple product lines across multiple geographies. service information.
앪 Distributed project collaboration Provide secure and managed collaborative workspace for 앪 Platform CAD structure management Relate product structure and CAD assembly structure
work in progress, such that project data is easily reconciled with system of record. 쎲 Proposal Response 앪 Modular architecture definition Design a modular product architecture to enable increased to support efficient modular platform development, visualization, and variant generation.
쎲 Technical Information Creation and Delivery
levels of design reuse, and increase the ability to tailor products for specific markets or customers.
앪 Project dashboards Improve project manager’s visibility into status and project progress 앪 Platform analysis and validation Automate the creation of key design configurations to Manufacturing
through live dashboards and reports. Respond to a customer’s request for proposal, pricing, or information by collaboratively creating a 앪 Interface definition and management Identify, document, and publish key module analyze and validate. Rapidly visualize and identify design issues in a digital mockup; track Leverage, author, publish, and deliver product information that describes the capabilities, operation,
timely, accurate, and competitive formal response. interfaces to establish design boundaries and enable concurrent product development. Manage and resolve interferences. 쎲 Manufacturing Process Management repair, maintenance, and support of a product.
쎲 Regulatory Compliance 앪 Proposal planning and tracking Plan and manage proposal activities, milestones, and communicate changes to interfaces.
앪 Structured authoring and automated assembly and publishing Provide structured
deliverables, risks, and resources. Continuously update plan to identify critical path and 쎲 Design Outsourcing Define and manage the manufacturing processes to be used to fabricate parts, to assemble final
앪 Generic product platform design Streamline development of a common platform by authoring of reusable information for template-based automated publishing of personalized
Design, manufacture, dispose of, and recycle products in compliance with global directives. interdependencies. Automate project task delivery and tracking. products, and to perform inspection.
capturing and managing a generic product structure. product- and language-specific content.
앪 Distributed proposal collaboration Provide a secure and managed collaborative Engage with a third party to deliver a system, sub-system, component design, or design services. 앪 Automated NC process planning Embed manufacturing process data into design features to
앪 Compliance standards definition and tracking Capture and manage multiple, evolving 앪 Platform CAD structure management Relate product structure and CAD assembly structure 앪 CAD-based 2D and 3D technical illustrations Automate the creation of high- quality,
regulations. Develop, codify, and maintain a proactive corporate compliance standard. workspace for evolving proposal project data. Ensure the entire proposal team is working 앪 Traceable product data-sharing Share product data with design partners to enable effective enforce the automatic reuse of proven and standardized manufacturing methods.
to support efficient modular platform development, visualization, and variant generation. intelligent 2D and 3D illustrations and animations from 3D CAD models.
with the latest information. Incorporate customer and supply chain into proposal process. collaboration. Provide different methods tailored to effectively support the needs of alternative 앪 Integral manufacturing data management Enable enterprise management of
앪 Systematic environmental data acquisition and validation Acquire environmental Standardize and automate proposal review processes. Reduce time spent searching for 앪 Single-source content and workflow management Enable centralized management of
business relationships. Provide traceability to what was delivered, received, and accepted. manufacturing data and deliverables. Provide a common, central repository with a
data directly from suppliers and from other sources. Target a level of disclosure that effectively necessary customer information. 쎲 Detailed Design structured document components and automated access/review/approval/change workflows.
manages risks and avoids excessive data-acquisition costs. Systematically validate, maintain, 앪 IP protection support Control access to sensitive intellectual property by securely comprehensive data model supporting product, process, and resources.
and enhance data over time. 앪 Proposal library management Establish a library of proposal information to facilitate reuse Define the product design completely, such that it meets requirements and is sufficiently documented compartmentalizing data within the system (e.g., role - based and policy - based access, digital 앪 Translation outsourcing management Identify document components that need to
앪 Associative eBOM/mBOM Transform engineering bill of materials (eBOMs) into multiple
and provide audit history. Include related reference documents, product data, and supply chain for manufacturing. signatures, export control and classification) and by controlling data once it has left the system be translated; create, route, and manage translation work packages for language service
앪 Product environmental compliance dashboards Anticipate future environmental mandates plant-specific manufacturing bill of materials (mBOMs) while maintaining bidirectional traceability.
feedback generated during proposal response projects. (e.g., low-fidelity representations, watermarking, digital rights management). providers (LSP) or translation systems*, and ensure integrity of links between localized
in order to identify sources of risk and potential failure points early and throughout the product 앪 Distributed collaboration Enable collaboration on work-in-process design data. Share 앪 Digitally defined process plans Digitally define, manage, and analyze process plans components and source documents.
lifecycle. Provide dynamic management dashboards to support part, product, and program risk product information throughout enterprise in order to facilitate front-end ideation, concept 앪 Work practice standardization Standardize execution of outsourcing projects, aligning describing how parts are manufactured, assembled, inspected, and maintained.
assessments supporting timely corrective action. 쎲 Requirements Capture and Management development, and design refinement. business processes and work methods between OEM and suppliers. 앪 Associative change management for product information Intelligently link technical
앪 Dynamically generated manufacturing documentation Dynamically generate accurate product information to real-time product design data and streamline change propagation for
앪 Automated compliance documentation and reporting Automatically generate accurate Translate the voices of customers into prioritized requirements, targets, and constraints while 앪 Integrated, cross-discipline BOM Manage and relate cross-discipline product information 앪 Partner change integration Integrate partners into engineering change review, approval, and on-demand rich, visual shop-floor work instructions. illustrations and product information outputs as engineering designs change.
reports that demonstrate product environmental compliance, supporting due diligence for establishing bidirectional traceability between requirements, analysis documentation, product (e.g., mechanical, electrical, software, product documentation) in a single product structure. and implementation activities. Increase visibility by ensuring problem and impact are fully
regulatory authorities, and meeting customer requirements. Provide appropriate levels of Establish a single, synchronized source of product data. understood. Improve quality and efficiency of changes. 앪 Integral engineering to manufacturing change management Enable end-to-end change 앪 Interactive product information delivery Deliver interactive, task-based product information
designs, BOMs, and verification data.
disclosure for the intended audiences, and systematically build a traceable audit trail. process automation and control services. Streamline changes from engineering to manufacturing; to consumers, improving the usability, relevance, and timeliness of the content.
앪 Requirements lifecycle management and control Manage and control individual 앪 Top- down design Proactively plan and structure larger CAD assemblies to support team-based ensure accuracy of manufacturing deliverables.
앪 Compliance data-sharing to enterprise Share compliance statuses and other environmental requirement definitions and specification approval throughout the lifecycle. development without concurrency gridlock. Reuse and associate early product structures with
performance metrics to key stakeholders throughout the enterprise. Build environmental 앪 Automated release-to- production Automate release of engineering, manufacturing, and 쎲 Performance Analysis and Feedback
CAD structures.
performance management into standard business processes. 앪 Requirements flowdown Establish traceability between customer needs, market requirements, change information to production systems (ERP/MES).
and their associated technical specifications/designs. Ensure that all requirements are allocated 앪 Associative 3D part modeling Create 3D models of all mechanical parts and assemblies Collect and evaluate historical product and service information to recommend continual product and
to the product design. to ensure design accuracy while reducing or eliminating the need for expensive physical service improvements.
쎲 Quality and Reliability Management 쎲 Tooling Design and Manufacture
prototypes. Use digital part models in downstream manufacturing activities.
앪 Requirements verification Establish test requirements describing verification methods at each 앪 Closed-loop field performance feedback Provide field product performance feedback loop
Conduct systematic planning, prediction, and simulation to ensure designs meet reliability and level of decomposition in the system design. Provide systematic means to ensure requirements 앪 Associative routed systems Concurrently develop logical schematic, 3D cabling, and piping Design and manufacture necessary tooling (e.g., molds, dies, electrodes, mold bases) required to into engineering to identify common failure modes and drive mitigation strategies and systematic
lifecycle cost targets. have been met by the design. design, as well as harness and piping manufacturing instructions. produce a part. improvement in future designs.

앪 Systematic quality planning and risk assessment Front load failure mode and effect 앪 Associative drawings Automate the generation of 2D production drawings from the 3D master 앪 Associative tool design Use associative modeling techniques to enable concurrent develop-
analysis, reusing past experience to identify critical components and plan mitigation. Distribute model design data. Eliminate errors, and enable concurrent design and drawing development. ment of product designs and tooling designs. Automate design change propagation and
failure mode definition and analysis across multiple engineers for concurrent development. eliminate time-consuming rework.
앪 Drawingless design Document and deliver 3D designs for downstream consumption and
앪 Early reliability prediction and simulation Predict component, assembly, and system failure eliminate or reduce the reliance on 2D drawings. 앪 Dynamically generated manufacturing documentation Dynamically generate accurate
and availability rates early and iteratively, based on standard prediction models, as well as test and on-demand rich, visual shop-floor work instructions.
앪 ECAD-MCAD collaboration Streamline exchange of incremental design changes between
and field performance data. electrical and mechanical domains in PCB design to improve cross-discipline communication and 앪 Integral manufacturing data management Enable enterprise management of
앪 Maintainability and lifecycle cost prediction Estimate maintainability costs early and decrease design cycle time. manufacturing data and deliverables. Provide a common, central repository with a
iteratively, based on predicted availability, repair logistics, and sparing strategies. comprehensive data model supporting product, process, and resources.
앪 Work practice standardization Establish best practices for design standards and data reuse.
앪 Reliability dashboards and tradeoffs* Allow visibility for program stakeholders into the Automate validation of digital product designs for compliance with design standards and lower 앪 Automated engineering- to- manufacturing change propagation Enable end-to-end
design’s evolving reliability and maintainability performance against targets. Perform tradeoff costs by early detection of potentially expensive manufacturing problems. change process automation and control services. Streamline changes, from engineering to
analysis against other performance characteristics; assess design alternates. manufacturing; ensure accuracy of manufacturing deliverables.
앪 Efficient design review Provide easy and timely access to latest design data to facilitate
앪 Closed-loop field performance feedback Establish a field product performance feedback asynchronous design collaboration, regardless of the data size or type. Encourage continuous
loop into engineering. Expose common failure modes. Drive mitigation strategies and systematic feedback, and manage formal design review preparation, execution, and follow up.
improvement in future designs. 앪 Large MCAD assembly management Optimize system performance and workability of
complex CAD assemblies.

*Support contingent upon future software releases; plans subject to change at PTC’s discretion.

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