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Challenge

Complex change process required streamlined BOM validation with improved interfaces and seamless ERP integration while maintaining the productivity of the wider team.

Solution

A custom widget made with Value Components that gave BOM checkers a dedicated 3DDashboard interface with drag-and-drop functionality, streamlined configuration, and integrated 3D geometry support, while promoting broader 3DEXPERIENCE platform adoption.

Result

A rapid deployment, within weeks, improved user experience with an intuitive interface, aligned BOM validation with ERP integration, gained engineering leadership buy-in, and established a scalable user license model.

A world championship motor-racing team, with over 200 engineers using the on-premise 3DEXPERIENCE platform, sought to enhance the accuracy of its BOM (bill of materials) and the overall efficiency of its PLM-ERP integration. In a high-pressure, precision-driven environment, the primary goal was to ensure data quality before digital transfer to ERP (enterprise resource planning) and without disrupting established workflows.

TECHNIA worked closely with the team to design and implement a customized and integrated solution to meet the business requirement.

“That’s exactly what we need. Can we use this widget in other departments?”

 Engineering Team Leader

Ensuring business continuity while improving BOM data validation and ERP preparation

The customer faced several critical challenges:

  • A well-established, business-critical change process, tailored for high throughput, used by well over 200 engineers and other business stakeholders.
  • BOM checkers were dissatisfied with the existing user interface, which was targeted at different use cases, so not optimized for their needs.
  • A new ERP system required improved data quality from PLM (product lifecycle management) to drive further downstream efficiencies.
  • Engineering teams were concerned about altering familiar processes.
  • The overarching goal was to facilitate advanced BOM data validation and ERP preparation within the existing 3DEXPERIENCE PLM change process without affecting the productivity of the engineering team.

A custom 3DDashboard widget for BOM checkers

TECHNIA developed a custom widget for 3DDashboard using Value Components that allowed BOM checkers to work in a dedicated UI, separate from the existing engineering interface. Key elements included:

  • A new stage in the change process, specifically for BOM checking.
  • Easy configuration with the customer’s custom change type.
  • Drag-and-drop support and integration with 3D geometry and drawings.
  • Capture of approval signatures and comments.
  • Widget built primarily through configuration, allowing rapid deployment.
  • This initiative also introduced 3DDashboard to a wider user base, encouraging broader platform adoption.

Read more about 3DEXPERIENCE Dashboards (3DDashboards) and how they address multiple user requirements.

Optimizing user experiences and aligning processes within the PLM system

The project achieved impactful outcomes:

  • Rapid deployment with live use achieved within weeks of initial design.
  • Optimized user experience, with BOM checkers praising the intuitive and efficient interface.
  • Process alignment, ensuring BOM validation and ERP preparation occurred fully within PLM.
  • Business buy-in, with interest from engineering leaders in expanding widget use.
  • Scalable sales model, with a 10-user license package sold to meet initial needs.

Working together

From a sketch on a tablet to a deployed process with a custom widget UI in under two months, the project showcased the power of listening to customer needs, identifying process gaps, and applying TECHNIA’s 3DEXPERIENCE UX solutions effectively. This approach provided a cost-effective entry point for broader digital transformation.

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