The Engineering Leader’s Guide to PDM & Data Management
An introduction to managing your product development team’s most valuable design assets and preventing costly manufacturing errors
Onshape
Contents
Introduction
Section 1: The Importance of Data Management
Managing Your Most Valuable Assets
Collaborating With Internal Design Teams
Collaborating With External Design Teams and Partners
page 03
page 04
page 05
page 08
page 10
Section 2: The Benefits of Data Management
Why Does 3D CAD Need PDM?
How Do PDM Systems Work?
The Pros and Cons of PDM Software
What is PLM?
Section 3: What to Look For in a PDM system
Installation, Setup and Maintenance
Security
Engineering Document Control
page 14
page 15
page 17
page 19
page 22
page 23
page 25
page 27
page 28
Search
Version Control
Revision Control and Approval Workflows Automatic Part Numbering
“Where Used” Reports Effective Collaboration
page 29
page 29
page 30
page 32
page 32
page 32
Engineering Change Orders (ECOs) page 33
Bill of Materials (BOMs)
Integration with Enterprise Resource Planning (ERP) Real-Time Analytics
Automated Backups and Disaster Recovery
page 34
page 34
page 35
page 35
Section 4: Data Management in the Cloud
How Onshape Handles Data Management
page 37
page 40
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