Do You Need PLM? A Plain-English Test for Growing Manufacturers

Shared folders, spreadsheets and email work fine, until they don't. Answer ten yes-or-no questions to find out whether your engineering data has outgrown them, and what to do if it has.

Triyas EditorialDefender team
A messy pile of drawings and USB sticks beside an open drawer of neat folders

Product lifecycle management, or PLM, sounds like something only aerospace companies need. In reality, it's a simple idea: one reliable place for your product's designs, parts, revisions and changes.

Every manufacturer already does PLM. The only question is whether you do it with a system, or with shared folders, spreadsheets and memory.

Here's a quick way to find out whether it's time to change.

The test

Answer yes or no. Be honest; nobody's watching.

  1. Have you ever had to ask "which file is the latest version?"
  2. Do drawings or CAD files have names like final_v7_REALLY_final?
  3. Is your bill of materials kept in a spreadsheet?
  4. Has a wrong part or old revision reached the shop floor in the last year?
  5. Does checking where a part is used mean opening several files?
  6. Are engineering changes requested and approved by email?
  7. Do suppliers receive drawings as email attachments?
  8. Would losing one key engineer mean losing knowledge nobody else has?
  9. Does it take new engineers weeks to learn where everything is?
  10. Do customers or auditors ask for change history you struggle to produce?

How you scored:

Your "yes" count What it means
0 to 3 Your current setup is probably fine for now. Revisit it as you grow.
4 to 6 The cracks are showing. Errors and delays are already costing you.
7 to 10 Your engineering data is a business risk. It's time for a proper system.

What PLM actually does, in plain words

PLM capability What it means for you
File vault All drawings and CAD files in one secure place, with nothing overwritten
Revisions Every version kept, with who changed what and why
Bill of materials One current BOM, linked to the right drawings
Where-used Every product affected by a part change, in seconds
Change management Requests, approvals and releases, with a full record
Sharing Purchasing, production and suppliers see exactly the right version

Why "real" PLM feels out of reach

If you scored high, you may already have looked at enterprise PLM and walked away. You're not alone: in one survey of product companies, the main hurdles to adopting PLM were the cost of licensing, the difficulty of deployment and security concerns. (Digital Engineering)

Enterprise PLM systems are powerful. They're also built for large engineering departments, with large budgets and dedicated IT teams to run them.

What "light PLM" means

Most growing manufacturers don't need everything an enterprise PLM does. They need the essentials, done properly:

  • A secure vault for drawings and CAD files, with revisions
  • Bills of materials with where-used
  • A simple change process, from request to release
  • Easy sharing with purchasing, production and suppliers
  • Software you own, running in your own cloud, with no per-user fees

That's what we're building: a light PLM for small and mid-size manufacturers, delivered on the Defender platform, with Triyas experts behind every stage. We're shaping it with a small group of early-access manufacturers, starting with the CAD tools they use most.

Still running your BOM in Excel? Read is your bill of materials still living in a spreadsheet?

Scored 4 or more? Join light PLM early access

Tell us how you manage drawings, BOMs and changes today. Early-access manufacturers help shape the product and get first access when it launches.

Join early access
Sources (1)
  1. Digital Engineering, "Arena Solutions conducts BOM management survey," 2016. digitalengineering247.com
Share this article

Get the next article in your inbox

One email when we publish. No spam, unsubscribe any time.

Get a free requirements document

Tell us what your ERP gets wrong. We'll write down exactly what to build, for free.

Book a free call
A desk with a ticked checklist, a pen and a coffee cup

Keep reading

View all