PTC Creo Product Development Solutions Workshop Part 2

Jerry Raether
Sales Enablement Program Mgr

Rob Pomarico
CAD Program Manager; Americas

Stefan Marks
CAD Program Manager; EMEA

October 15, 2013

Workshop Overview
Objectives
Understand the processes and required activities of product development Associate PTC products with the appropriate activity

Apply COM selling approach to each product offering

After the solutions workshop you will be able to:

Identify and initiate CAD sales campaigns
Conversational skills and comfort

Identify struggles and challenges during product design

Scope engineering requirements and customer needs

Drive Creo Adoption and Footprint Expansion

Relate product and process improvements to establish customer value

2013 PTC

Part 1: (4/29/2013)
What is the activity, Why is it required & Where it would be used
Data Import and Repair Concept Sketching 2D Layout Virtual Clay Modeling Reverse Engineering Direct Modeling Direct Editing

Photorender
Parametric Modeling

2013 PTC

Part 2 Agenda:
What is the activity, Why is it required & Where it would be used
Assembly Modeling Top Down Design (AAX) Mechanism Design (MDO) Parametric Surfacing Freeform Surfacing (ISDX) Sheetmetal Design Piping / Cabling (PCX)

Animations
Weldments 2D & 3D Documentation
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Product Development: Generalized Processes

Problem Assessment Design Specification Idea Generation Concept Design Detailed Design Testing Manufacturing

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Activity: 2D Sketching
Definition
Is this an Opportunity
$$

2D sketching supports the rapid ideation and exploration of design Or a Check in the Box concepts using digital tools to create sketches and illustrations.
Idea

Solution:
PTC Creo Sketch (Free Download)

What package do I sell? Free-hand 2D concept sketching and airbrushing

Flexible pencils, markers and airbrush tools to define line art and 2D renderings Advanced effect brushes to blur, sharpen, lighten, smudge, etc. Where does the Precision tools to create, trace copy and pattern entities activity occur? Full layer control and definition

Concept

Detailed

Utilize sketch data as a trace sketch in Creo Parametric

Test

Mfg.

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Activity: Assembly Modeling

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Activity: Assembly Design

Definition
$$

Technology and method used by computer-aided design software to handle multiple files that when combined represent the top level assembly or product configuration. Solution:

Idea

Concept

PTC Creo Parametric (Assembly Design)

Easily create and manage complex assemblies Perform global clearance & interference studies
Real-time component drag and collision detection
Detailed

Create Simplified Reps to remove detail and speed performance Create exploded views and create dynamics cross-sections to evaluate geometry

Test

Mfg.

2013 PTC

Command of the Message: Assembly Design

Current Situation Before Scenario
Users struggle to create, manage and work with large assemblies.

Negative Consequence
Wasted time, effort and rework due to the inability to manage and enforce best practices.

Ideal State After Scenario

Fast, efficient assembly creation and design collaboration.

Positive Business Outcomes

Lower Product Cost
Fast creation of assembly models and design deliverables
BOMs, interference detection, exploded views, etc.

Develop & Define New Markets

Rapidly develop and assess the feasibility of design concepts

Design to Realize Price Premium

Create more innovative products leveraging rapid development of product concepts and ideas
2013 PTC 9

Discovery Questions
Assembly Design
Applicability: Do you develop products consisting of multiple components? Tell me about the tools are used to manage the assembly design process and enhance performance when working with large assemblies. Explain how CAD is used to manage assembly references and best practices. Describe the limitations of working with large data sets. To what extent does system performance limit user productivity when working with large data sets? What does the CAD solution provide to ensure errors are easily identified at the assembly level? What is the impact of finding errors on the shop floor.
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Activity: Top-Down Assembly Modeling

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Activity: Top-Down Assembly Design

Definition
$$

Top-down design is a methodology that defines component structure and relationships. The structure is used to define and manage to complex relations for assembly designs. Solution:

Idea

Concept

PTC Creo Advanced Assembly Design (AAX)

Define and enforce a uniform assembly design framework for all contributors. Reference management tools ensures successful regeneration without failures. Make changes from a central location that will propagate to all levels of the design. Graphical representation of dependencies to understand component relations. Define control interfaces to manage design associativity.
Detailed

Test

Mfg.

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12

Creo Parametric Dependencies

Skeleton models & Top-Down Design

Master geometry is used to drive downstream deliverables

Phone_top.prt

Extern Copy Geom id 39

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Command of the Message: Top-down Design

Current Situation Before Scenario
Users struggle to define and manage component relations and best practices for assy design.

Negative Consequence
Higher product cost due to errors, rework and model failures during assembly design.

Ideal State After Scenario

Advanced capabilities to design, share, and manage assembly data.

Positive Business Outcomes

Lower Product Cost
Effective communication & management of assembly design requirements & task detect errors earlier in the design process and eliminate late-stage design changes

Develop and Define New Markets

Improve collaboration and communication with distributed design partners

Improve Product Quality

Enhanced product quality resulting from advanced techniques to define and manage assy design.
2013 PTC 14

Discovery Questions
Assembly Design
Applicability: Would you like advanced capabilities to support top-down design and concurrent engineering with local or distributed design teams?

Tell me how you currently manage the assembly design process.

Explain to me your assembly design workflow.
Do you design assemblies in teams to work on parts of the same large assembly?

Describe the tools you use to manage and enforce assembly design best practices?
How do you control and prevent unwanted assembly references? Have you considered using skeleton models or other techniques to define and manage component relations.

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Activity: Mechanism Design

Kinematic & Dynamic

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Activity: Mechanism Design (Kinematic)

Definition
$$

The ability to define assemblies leveraging true mechanical joints to simulate motion without consideration of real world forces. (ie: gravity, torque, friction) Solution:

Idea

Concept

Creo Parametric (Assembly)

Kinematic mechanism design is required to visualize and troubleshoot mechanisms motion envelopes (keep-out zones) and collisions areas. Define true mechanical joints to analyze motion behavior Component drag capabilities allow the user to visualize and validate assembly mechanism design and range of motion.
Detailed

Test

Mfg.

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Activity: Mechanism Design (Dynamic)

Definition
$$

The ability to define assemblies leveraging true mechanical joints to simulate motion with consideration of real world forces. (ie: gravity, torque, friction) Solution:

Idea

Concept

PTC Creo Mechanism Dynamics Option (MDO)

Dynamic mechanism design is required to visualize and troubleshoot mechanisms as they will actually behave in the physical form. Model behavior of springs, dampers, and gears when real world forces are applied. Transfer reaction, gravity, and inertial loads to a FEA analysis with Creo Simulate Critical for digital prototyping of mechanisms.
Detailed

Test

Mfg.

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Command of the Message: Mechanism Design

Current Situation Before Scenario
Costly physical prototypes to analyze basic motion or real world mechanism behavior.

Negative Consequence
Increased Development and Product Costs, High Warranty Costs, Limited Innovation.

Ideal State After Scenario

Accurate digital prototypes and analysis of real world mechanism behavior.

Positive Business Outcomes

Lower Product Cost
Higher quality designs and first time build success

Design to Realize Price Premium/ Develop and Define New Markets

Early analysis and optimization of design mechanisms Enhanced product quality and performance.

Lower Product Lifecycle Cost

Reduce warranty, service and repair cost via high quality designs
2013 PTC 19

Discovery Questions
Mechanism Design (Kinematic and Dynamic)
Applicability: Would you benefit from the ability to visualize and analyze design mechanisms to understand and validate real-world behavior.

Tell me about the tools you currently use to analyze mechanism behavior.
Explain the challenges users encounter when modeling design mechanisms? Describe the benefits resulting from early mechanism analysis and validation. To what extent are you able to achieve early design confidence? What percentage of your designs contain moving components? How do you validate design mechanisms prior to fabrication? How do you analyze design mechanisms to properly size components to handle the resultant loads and forces?
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Activity: Parametric Surfacing

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Activity: Parametric Surfacing

Definition
$$

Parametric surfacing uses parameter and constraint driven entities to create complex free-form and analytical surfaces
Idea

Solution:
PTC Creo Parametric (Surfacing)
Easily model complex surface geometry Example: Conics are always smooth and contain no inflection points
Aerospace requires smooth geometry to ensure smooth air flow and prevent turbulence Headlamp design leverages the use of conic curves to develop accurate light projection
Detailed Concept

Example: Golf club bulge and roll values

Golf club bulge and roll values (face) are based on true radial dimensions.
Test

Mfg.

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Command of the Message: Parametric Surfacing

Current Situation Before Scenario
Users struggle to create complex surface geometry and capture design intent.

Negative Consequence
Inability to capture design intent can compromise quality, performance, aesthetics, etc.

Ideal State After Scenario

Create precise surface geometry, regardless of model complexity and design requirements.

Positive Business Outcomes

Lower Product Cost
Enable concurrent design and automate the creation of downstream deliverables Promote part & geometry reuse to improve efficiency

Design to Realize Price Premium

Modify all downstream deliverables with a simple regeneration

Develop and Define New Markets

Rapid exploration and evaluation of design alternatives
2013 PTC 23

Discovery Questions
Parametric Surfacing
Applicability: Do you create complex or stylized products? Tell me about the design requirements that drive the need for surfacing.
Styling, performance, or other criteria

Explain the challenges users encounter when defining complex surface geometry. Describe the typical product that would require users to model geometry using surfacing techniques. To what extent do you feel designs styling or quality could be improved using advanced surfacing?

What percentage of design time is devoted to surfacing?

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Activity: Freeform Surface Modeling

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Activity: Freeform Surfacing

Definition
$$

The use of non-dimensionally driven curves and entities to create complex free-form surfaces.
Idea

Solution:
PTC Creo Interactive Surface Design Extension (ISDX)
Organic shapes are free-form, unpredictable and flowing in appearance
Free-form surfacing makes it easier to captures aesthetics and visual requirements
Concept

Commodity products require style to out-sell the competition Ergonomic products require style to meet form, fit & functional requirements
Example: Contoured handle of jigsaw provides comfort

Detailed

Test

Mfg.

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Command of the Message: Freeform Surfacing

Current Situation Before Scenario
Users struggle to define complex, organic surface geometry to capture aesthetics.

Negative Consequence
Product styling and design requirements are compromised.

Ideal State After Scenario

Create products that look better, sell better, and get to market faster.

Positive Business Outcomes

Lower Product Cost
Speed the concept and detailed design process

Design to Realize Price Premium

Create highly stylized products that are easily differentiated in the market place

Develop and Define New Markets

Rapidly explore and define new products to meet consumer demands for style and quality

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27

Discovery Questions
Freeform Surfacing
Applicability: Do you create complex or stylized products? Tell me about the design requirements that drive the need for freeform surface design.
Styling, performance, or other criteria

Explain the challenges users encounter when using parametric surfacing to define highly complex surface geometry. Describe the design criteria that would require users to model geometry using advanced surfacing techniques. To what extent do you feel designs styling influences the consumers buying decision. What percentage of design time is devoted to surfacing?

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Activity: Piping / Cabling

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Activity: Cabling
Definition
The activity of define and routing cables or wires in the 3D design. Solution: PTC Creo Piping and Cabling Extension
Automatic harnesses routing driven from 2D logical Information Support for ribbon cables Model geometry changes update harness routing. Automatically flatten 3D harnesses for manufacturing documentation Create fully associative, customizable lists and tables containing all information necessary to create the harness.
Concept Idea

Detailed

Test

Mfg.

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Activity: Piping
Definition
The activity of define and routing pipes in the 3D design. Solution: PTC Creo Piping and Cabling Extension
Accurate and efficient routing of pipelines and fittings.
Automate the creation of 3D routes from 2D schematics
Concept Idea

Change the pipe shape, bend radius, corner type, or line stock on the fly Comprehensive suite of tools for fitting insertion Easily extract information from the design for outputs

Detailed

Test

Mfg.

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31

Command of the Message: Piping/Cabling

Current Situation Before Scenario
Digital models are not created to validate routings in the context of the 3D CAD assembly.

Negative Consequence
Higher Costs and Delays due to poor routing definitions and communication.

Ideal State After Scenario

Accurate digital models created to validate routings in the context of the 3D CAD assembly.

Positive Business Outcomes

Improve Ability to Fulfill Demand
Efficiently define and route cables and pipes within the context of the assembly

Lower Product Cost

Eliminate errors resulting from manual interpretation of schematics to increase first time build success Reduce or eliminate the need for physical prototypes

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Discovery Questions
Piping and Cabling
Applicability: Are you required to design and route wire harnesses or piping when defining the CAD assembly?

Tell me what your CAD tool provides to facilitate cable and piping design.
Explain the challenges user encounter when routing cables, pipes and wires. Describe the typical errors that are avoided when cable, pipe and wire routings are designed in 3D CAD. (CABLING ONLY) Are you required to create nail-board drawing for wireharness manufacturing?

To what extend are engineers able to leverage the schematic drawing to define the routings in 3D CAD?

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Activity: Model Animations

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Activity: Model Animation

Definition
Design animations are created to simulate assembly and disassembly processes and demonstrate real-world mechanical behavior. Solution:
Concept

Idea

PTC Creo Parametric (Animate)

Easily define display states, orientations, and motion behavior using a graphical timeline to create and manage the animation. Define assembly and disassembly animations for shop floor service and repair
Reduce or eliminate the need to create lengthy documentation
Test Detailed

Mfg.

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35

Command of the Message: Model Animation

Current Situation Before Scenario
Users capture screen shots and images to define assembly steps.

Negative Consequence
Users must interpret the sequences resulting is lost time and errors.

Ideal State After Scenario

Automated creation of digital animation to demonstrate procedures and mechanism behavior.

Positive Business Outcomes

Lower Product Cost
Eliminate reoccurring design reviews leveraging enhance communication and visualization.

Design to Realize Price Premium

Provide early visibility into product concepts to solicit feedback and improvements

Lower Product Lifecycle Cost

Create high-quality service, sales and marketing collateral Reduce training cost leveraging animations to illustrate procedures
2013 PTC 36

Discovery Questions
Model Animation
Applicability: Would you benefit from the ability to create product animations and visualize design mechanisms?

Tell me how design reviews are conducted to demonstrate assembly procedures and the behavior of design mechanisms.
Explain the benefits of being able to train shop floor service and assembly technicians leveraging design animations. Describe how marketing or sales could leverage product animations to help sell products. Tell me where design animation capabilities could add value to your organization.

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Activity: Sheetmetal Design

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Activity: Sheetmetal Design

Definition
A design process in which the user creates sheetmetal geometry leveraging specialized features and thin wall geometry.
Idea

Solution:
PTC Creo Parametric (Sheetmetal)
Sheetmetal products are formed from a flat piece of sheetmetal Sheetmetal design requires specialized features to define sheetmetal geometry The sheetmetal design software must be able to define features that replicate the manufacturing of the part
Example: Sheetmetal bend/unbend, Notches (clearance), Forms, etc.
Test Concept

Detailed

Mfg.

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Command of the Message: Sheetmetal Design

Current Situation Before Scenario
Users struggle to define accurate sheetmetal geometry.

Negative Consequence
Increased manufacturing scrap and rework due to flawed designs.

Ideal State After Scenario

Users are able to create flawless sheetmetal designs.

Positive Business Outcomes

Lower Product Cost
Reduced scrap leveraging increased sheetmetal design accuracy Seamless integration with PTC Solutions to facilitate concurrent engineering

Design to Realize Price Premium

Sheetmetal design will not allow the user to create geometry that cannot be manufactured

Lower Lifecycle Cost

Higher quality designs and component accuracy
2013 PTC 40

Discovery Questions
Sheetmetal Design
Applicability: Do you design sheetmetal parts? Tell me about your sheetmetal design requirements.
How much time do engineers spend creating sheetmetal parts?

Explain the challenges user encounter when creating sheetmetal geometry. Describe the common sheetmetal design flaws that result in scrap and rework. To what extent are users able to define and reuse sheetmetal design features to automate common task?

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Activity: Weldment Design

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Activity: Weldment Design

Definition
The ability to model and accurately capture weld geometry and the associated documentation.
Idea

Solution:
PTC Creo Parametric (Weldment)
Weldment design captures the weld fabrication process and requirements
The pool of material is referred to as the weld, a weldment is a section of weld
Concept

3D welds are required to support downstream activities

Reference weld geometry to create accurate structural analyses Perform accurate mass properties and interference checking Accurately assess costs and time estimates (manufacturing)

Detailed

Test

Mfg.

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Command of the Message: Weldment Design

Current Situation Before Scenario
Users must define welds on the drawing as annotations or notes.

Negative Consequence
Designs are compromised resulting in errors. (mass properties, analysis, mfg., etc.)

Ideal State After Scenario

Users are able to accurately define and document assembly weld and joining requirements.

Positive Business Outcomes

Lower Product Cost
Reduced scrap leveraging increased sheetmetal design accuracy Seamless integration with PTC Solutions to facilitate concurrent engineering

Design to Realize Price Premium

Sheetmetal design will not allow the user to create geometry that cannot be manufactured

Lower Lifecycle Cost

Higher quality designs and component accuracy
2013 PTC 44

Discovery Questions
Weldment Design
Applicability: Do you design products that are required to be welded? Tell me how you document welds on the 3D model and the 2D drawing. Explain the requirements that are driving you to create 3D welds. Describe the limitations and challenges user encounter when defining 3D welds and 2D weld documentation. What degree of effort is required to create weld fabrication drawings? To what extent are you able to leverage weld design information to estimate manufacturing time and cost?

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Activity: 2D Detailed Drawings

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Activity: 2D Detailed Drawing

Definition
2D Detailed Drawings are the legal document defining all the required information to manufacture the product.
Idea

Solution:
PTC Creo Parametric (Drawing)
Automate the creation of detailed drawings using predefined template and formats.
Automatic display and cleanup model dimensions, balloons Automatic drawing tables and a bill of materials Automatic BOM and Balloon creation
Detailed Concept

Create all the required dimensions, geometric tolerances, annotations, etc. Support for all industry standards (ANSE, ISO, ASME and JIS)

Test

Mfg.

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Command of the Message: 2D Detailed Drawing

Current Situation Before Scenario
Tedious process to create 2D detailed drawings.

Negative Consequence
Lost user productivity resulting in higher product cost and lower price premiums.

Ideal State After Scenario

Fast, easy creation and automatic update of drawing views, information, etc.

Positive Business Outcomes

Lower Product Cost
Quickly capture and create industry standard 2D drawings Define manufacturing requirements leveraging industry standards compliance

Design to Realize Price Premium

Enhanced product communication and requirements definition

Lower Lifecycle Cost

Create high quality product documentation that captures fabrication and assembly requirements
2013 PTC 48

Discovery Questions
2D Detailed Drawing
Applicability: What percentage of time do engineers spend creating 2D drawings and documentation?

Tell me what the CAD tools provides to speed the creation of 2D detailed drawings.
Explain the challenge of having to make manual updates to the 2D detailed drawing. Describe the challenges that limit your ability to streamline the 2D detailed design process. To what extent do you feel the CAD solutions optimizes user productivity when creating 2D detailed drawings? What amount of effort is required to clean-up views, dimensions, notes and other 2D information?
2013 PTC 49

Activity: 3D Drawings

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Activity: 3D Detailed Drawing

Definition
3D Drawings support ASME Y14.41 standards to annotate the 3D digital CAD model. The intent is to reduce reliance on fully detailed 2D drawing. Solution:
Concept

Idea

PTC Creo Parametric (Annotate)

Provides the ability to create & display 3D annotations on the solid model geometry
Reduce or eliminate the need for 2D Drawings
Detailed

Create 3D model annotations and notes 3D Annotations, Datum Tags, Surface Finish, GD&T, etc.
Test

Mfg.

Conventional 2D Drawing

Annotated 3D Model
2013 PTC 51

Command of the Message: 3D Drawing

Current Situation Before Scenario
Limited support for ASME Y14.41 standards to define the 3D Drawing (Annotated Model).

Negative Consequence
Inability to communicate via industry standards defining Model-based definition standards.

Ideal State After Scenario

Industry leading support and compliance with industry standards governing 3D Drawings.

Positive Business Outcomes

Lower Product Cost
Eliminate wasted time and improve communication

Design to Realize Price Premium

Accurately document and communicate manufacturing requirements

Improve Ability to Fulfill Demand

Eliminate checking of drawing vs. model conflicts Reduce time spent communicating with downstream consumers
2013 PTC 52

Discovery Questions
3D Drawings (Model-based definition/Master Model)
Applicability: Do you have any plans or requirements to support ASME Y14.41 and emerging standards governing the model-based definition?

Tell me about the tools and best practices supporting model-based definition.
Explain your current level of support for ASME Y14.41. Describe the challenges that limit your ability to define the 3D Drawing. To what extent are you investigating and supporting the emerging standards governing 3D Model Definition? Would you like the ability to communicate manufacturing requirements without having to create the 2D detailed drawing?

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The Goal is to identify your customer needs.

Reverse Engineering Conceptual Design Design (Component) Design Review Engineering Technical Surfacing

Brainstorming
2D to 3D Model Conversion Assembly Modeling Data Management Mechanism Design Weldment Design 2D Drawing Photorender 3D Drawing Design Animation

Free-Form Surfacing
Sheetmetal Design Design Collaboration Assembly Process Planning

Data Exchange (Translation)

2012 PTC 54

 2006 PTC