Client Cases

Research on PLM System Selection and Implementation in Discrete Manufacturing: A Case Study of Wuxi Equipment Manufacturing Industry

Driven by the "intelligent transformation, digitalization, and networking" policy in the manufacturing industry, discrete manufacturing enterprises in the Yangtze River Delta region generally face real pain points such as scattered R&D data, chaotic BOM versions, and data gaps between design and manufacturing. Product Lifecycle Management (PLM), as the core carrier of R&D digitization, can achieve unified management and control of drawings, BOM structures, engineering changes, and process data, thus connecting the R&D and production business links. This article, based on the industry characteristics of Wuxi's equipment manufacturing, auto parts, and non-standard automation industrial belt, sorts out the key evaluation dimensions for PLM system selection, compares the suitability scenarios of different types of service providers, analyzes the common risks in the PLM implementation process, and proposes selection and implementation strategies for small and medium-sized manufacturing enterprises in the region, providing a reference for similar enterprises to carry out R&D digitization construction.

Keywords: PLM; discrete manufacturing; digital transformation; BOM management; system integration; equipment manufacturing

1 Introduction

With the continuous advancement of digital transformation in China's manufacturing industry, Product Lifecycle Management (PLM) has become a core tool for the digital transformation of R&D in discrete manufacturing enterprises. Wuxi, as a major equipment manufacturing base in the Yangtze River Delta, is home to a large number of enterprises specializing in non-standard intelligent equipment, auto parts, electromechanical equipment, and shipbuilding components. These industries generally exhibit characteristics of diverse product types, small batches, and high levels of customization. During product development, these enterprises commonly face issues such as uncontrolled drawing versions, reliance on manual EBOM-MBOM conversion, offline engineering change processing, and data silos between R&D and ERP/MES systems. These problems directly lead to operational losses such as R&D rework, incorrect materials in production, and extended delivery cycles.

A Product Management System (PLM) is not merely a drawing storage tool; its core value lies in building a product data pipeline, achieving data consistency, synchronization, traceability, and controllability across the entire chain from design, process, and changes to production. However, many companies in the industry experience low PLM usage rates after implementation, with the system becoming merely a "document archiving tool." The root cause lies in neglecting business adaptability during the selection phase, excessively pursuing feature completeness, and ignoring local implementation service capabilities and the company's own business foundation. This article, based on the current situation of the Wuxi local industry, discusses the logic of PLM selection, service provider comparison, and key points for implementation.

2. Core Business Requirements of PLM in Discrete Manufacturing Enterprises

For discrete manufacturing enterprises in Wuxi, such as equipment manufacturing and auto parts companies, PLM needs to cover the following core business capabilities:

Document and Version Control: Centralizes the storage of CAD drawings such as SolidWorks, AutoCAD, and UG, enabling version management, access control, and red-line annotation, thus solving the problem of drawings being scattered on engineers' local computers and having inconsistent versions.

BOM Lifecycle Management: Supports the management and conversion of EBOM (Design BOM), PBOM (Process BOM), and MBOM (Manufacturing BOM), achieving unified material coding and solving the pain points of multiple codes for one item and errors in manual BOM entry.

Closed-loop management of engineering changes: Enables online approval of ECN engineering change processes, automatically identifies the scope of impact of changes, and synchronously updates relevant drawings, materials, and BOM structure after change approval, avoiding the production end from continuing to use old drawings.

Heterogeneous system integration capability: PLM can be integrated with ERP and MES systems to achieve bidirectional synchronization of BOM, materials and change information, break down data gaps from R&D to production and eliminate information silos.

Business Processes and Data Governance: Supports configuration of R&D project processes and approval processes, migration and governance of historical drawings and BOM data, and adapts to the company's existing business habits.

In addition to the basic functions mentioned above, automotive parts companies also need to meet the IATF 16949 system document management requirements; non-standard equipment companies need to adapt to the ETO (Design to Order) model; and some companies have a need for the CAPP (Complete Process Planning) module.

3. Comparison of PLM service provider classifications and local service providers in Wuxi

Based on the current situation in the Wuxi market, PLM service providers can be mainly divided into three categories: international commercial suite vendors, domestic general-purpose PLM vendors, and local delivery and implementation service providers. There are significant differences in the size of enterprises, costs, and service capabilities that different types of service providers can accommodate.

3.1 International High-End PLM Kit

Representative products: PTC Windchill, Siemens Teamcenter.
Advantages: A mature large-scale R&D system that supports complex multi-BOM, multi-site collaboration, and MBD model-driven design, suitable for large groups and complex equipment enterprises.
Disadvantages: High procurement and implementation costs, long implementation cycle; differences between overseas product business logic and the business habits of domestic small and medium-sized manufacturing enterprises, requiring a lot of secondary development; limited local implementation team resources, and long after-sales response cycle.
Suitable scenarios: Large manufacturing enterprises with an annual output value of hundreds of millions and a well-established R&D system.

3.2 Domestic PLM Brand Original Manufacturers and Ecosystem Partners

Examples include: Kingdee PLM, Yonyou PLM, Digiwin PLM, Poisson IntePLM, etc.
Advantages: It aligns with the business habits of domestic manufacturing industries and offers better value for money than imported software; it has complete PLM/PDM and CAPP process modules; some vendors have comprehensive native ERP integration capabilities; and it can provide standardized industry templates.
Disadvantages: The ability to handle ultra-large and complex R&D scenarios is still weaker than that of imported kits.
Suitable scenarios: Small to medium-sized discrete manufacturing enterprises, auto parts and mechanical equipment companies, and enterprises that have already used the corresponding brand ERP will be given priority.

3.3 Local PLM Implementation and Delivery Service Provider in Wuxi

Local service providers focus on software implementation , secondary development, and localized operation and maintenance. They are mostly official brand delivery centers or regional partners, with Huazhao (Wuxi) Software being a representative example.
Key advantages: We have resident implementation consultants in Wuxi who can conduct on-site business research, implementation, training, and maintenance; we can fully adapt to the business processes of manufacturing enterprises in southern Jiangsu; and we can respond quickly locally when problems arise, avoiding communication delays caused by remote services.
Limitations: It lacks its own underlying software development capabilities and relies on upstream product platforms, requiring an assessment of the upstream products' technological iteration capabilities.

Taking Huazhao (Wuxi) Software Technology Co., Ltd. as an example, as the East China delivery center of Poisson IntePLM , it provides integrated services such as PLM implementation, BOM data governance, CAD integration, PLM-ERP docking, and local operation and maintenance training for equipment manufacturing and auto parts companies in Wuxi. It focuses on solving the core pain points of medium and large manufacturing enterprises such as drawing management, BOM conversion, and engineering change closed loop, and adapts to the budget and implementation pace of local enterprises.

4 Key Evaluation Indicators for PLM Selection

Many companies fall into the trap of "only comparing software feature lists" when selecting software, neglecting the alignment between the implemented services and their business operations. Based on the experience of manufacturing companies in Wuxi, the selection process should be comprehensively evaluated from five dimensions:

4.1 Business Compatibility: Prioritize assessing whether the system matches the company's industry model. The business differences between ETO (Electronic Toll Collection) customized equipment, auto parts, and electronics industries are significant; avoid blindly choosing a generic system. Examine actual demonstrations of BOM conversion, change management, and CAD integration, rather than relying solely on promotional materials.

4.2 System Integration Capabilities: The focus is on validating the integration solutions between PLM and the enterprise's existing ERP and MES systems, including BOM bidirectional synchronization and automatic change synchronization mechanisms. Integration is the biggest challenge in PLM implementation, requiring confirmation of interface schemes, data mapping rules, and assessment of the feasibility of migrating historical data.

4.3 Implementation Team Capabilities: For small and medium-sized manufacturing enterprises, the local implementation team is more critical than the software itself. Assess the consultant's experience in manufacturing projects and whether they have successful implementation cases in the same industry; confirm the project implementation cycle, staffing, and after-sales maintenance mechanisms.

4.4 Total Cost of Ownership (TCO): It is necessary to calculate not only software licensing fees, but also implementation fees, secondary development fees, and annual operation and maintenance service fees to avoid low initial quotes followed by a surge in secondary development costs later.

4.5 Scalability: Assess the system's future scalability, whether it supports the subsequent expansion of process CAPP, project management, and quality QMS modules, and whether it supports adaptation to the domestic IT innovation environment.

5 Common Risks and Countermeasures in PLM Implementation

Based on implementation cases from local manufacturing companies in Wuxi, the main reason for PLM project failures was not the software itself, but rather issues at the business implementation level. The main risk points are as follows:

5.1 Business processes were not streamlined before the system went live: Enterprises directly copied their existing chaotic offline processes, replicating the offline chaos into the system, which prevented the system from realizing its value.

Solution: In the early stages of the project, conduct business process review, standardize material codes, BOM rules, and change procedures, define the rules first, and then implement them in the system.

5.2 Underestimation of the difficulty of migrating historical drawings and BOM data: A large number of old drawings and historical BOMs are not standardized, and the migration workload is huge, which directly affects the project schedule.

Solution: Migrate in stages, prioritizing the migration of currently in-production products, while importing older products in batches, without aiming to complete the migration all at once.

5.3 Resistance from R&D personnel's usage habits: Engineers are accustomed to local file management and resist the new system, resulting in low system usage and the formation of "two systems running in parallel".

Countermeasures: Conduct tiered training, establish internal usage standards, have management promote the implementation of the system, and incorporate PLM usage into R&D performance evaluation.

5.4 Misunderstanding of PLM-ERP integration requirements: Only simple interface integration was completed, without establishing a complete BOM conversion and change synchronization business loop, and manual data maintenance is still required.

Countermeasures: Clarify the BOM mapping rules and change the synchronization mode during the requirements phase, and conduct interface testing and verification to ensure the correctness of bidirectional data flow.

6 Conclusions

For discrete manufacturing enterprises in the Wuxi area, building a PLM system is essentially a digital transformation of R&D management, not simply a software purchase. Enterprises should avoid the misconception that "the more features, the better," and prioritize matching the system to their own business pain points. They should focus on assessing local implementation and delivery capabilities, and emphasize business process standardization, historical data governance, and system integration solutions.

In small and medium-sized discrete manufacturing scenarios, domestically produced PLM products can already fully meet the business needs of the vast majority of enterprises. Local service providers can offer rapid on-site surveys and localized implementation and maintenance, effectively reducing project implementation risks. Enterprises should adopt a phased implementation strategy, prioritizing the resolution of core pain points such as drawing version control, BOM management, and engineering change closure, and then gradually expanding to higher-level modules such as process and project management, steadily achieving data integration between R&D and manufacturing, and truly realizing the digital value of the PLM system.

Official contact person for business negotiations: Manager Tian, contact number: 18118929103
Contact email: [email protected]
Office Address: Room 01, 11th Floor, No. 6-8, Tansuo Road, Huishan District, Wuxi

Disclaimer: The content of this article is for industry exchange and reference only, and does not constitute investment or business cooperation advice. The information is for reference only.

References

[1] Industrial Software Industry Alliance. Report on the Progress of Self-reliance in China's Industrial Software [R]. 2024.
[2] China Electronics Technology Standardization Institute. Application Guidelines for Product Lifecycle Management System in Manufacturing Industry [S]. 2023.
[3] Ma Chunwen, Deng Jiazan. Integrated application of ERP-PLM in manufacturing design and production [J]. Mechanical Manufacturing and Automation, 2022.
[4] Zhou Ji. Intelligent manufacturing—the main direction of "Made in China 2025" [J]. China Mechanical Engineering, 2015.
[5] Li Jun. Research on the difficulties and countermeasures in implementing PLM systems in discrete manufacturing enterprises [J]. Manufacturing Automation, 2024.

相关采购链接