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Creo Parametric - Implementation and Administration for 2020 and Beyond - LiveWorx 2020

David Martin
Consultant at MCAE Consulting
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LiveWorx 2020
June 9, 2020, Online, USA
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About speaker

David Martin
Consultant at MCAE Consulting

About the talk

This was my video presentation for PTC's LiveWorx 20 virtual conference.

For more information, visit https://www.creowindchill.com.

If you learned something from this video, please give it a thumbs up. If you like this video, please click the Subscribe button to be informed when new videos are uploaded. Also please write a comment if you would like to see more videos like this.

Feel free to share or embed this video, and add it to your playlists.

Creo administrators, you can share the Creo Parametric channel with your users as a training tool:

http://tinyurl.com/CreoParametric

Support me on Patreon!

https://www.patreon.com/creowindchill

"Top Down Design in Creo Parametric" can be read for free on Amazon.com with Kindle Unlimited:

http://tinyurl.com/CreoTopDown

“Configuring Creo Parametric 4.0” can be read for free on Amazon.com with Kindle Unlimited:

https://www.amazon.com/dp/B07DJ4XD94

Thanks,

Dave

Additional links:

https://www.ptc.com/en/cad-software-blog/overcoming-design-review-bottlenecks-augmented-reality-mbd

https://www.ptc.com/en/cad-software-blog/leverage-cad-software-for-product-insights

https://www.ptc.com/en/cad-software-blog/quick-intro-to-bmx

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Welcome to this breakout session on Creo parametric implementation and administration for 2020 and Beyond this is a very nuts-and-bolts discussion about how to maximize your team success with Creo parametric. This talk is intended for two main groups of people in product development organizations. Those who are planning a new implementation of Creo parametric and those who have already implemented Creo parametric but want to improve their efficiency and processes and as a product management or PDM is a

huge part of any cat implementation, however, discussion of windshield or any other PDF systems or method is beyond the scope of this talk. Just to give you a little background about me for 13 years. I was a pro engineer Creo parametric and wind chill instructor and consultant since then I have over seven years of experience as a Creo parametric and went to administrator in the Jeff Bezos world at Amazon. Lab126, Amazon Prime air and blue origin the lessons. I'm going to be sharing this talk are the result of those experiences. Here's my corepoint a successful implementation

and ongoing Administration depends on three main factors people process and Technology Learning System arches over all three and other three people process and Technology. The most critical one is people What's the risk of an unsuccessful implementation? This will have adverse effects on your internal and external customers. Your internal customers are your end-users the people who drive Creo parametric on a daily basis is critical to keep these people happy. Your external customers are outside of your product

development team. This may include other teams within your company like manufacturing supply-chain and planning and of course the people outside your company who purchase and use your product. What are the results of a field implementation schedule delays cost overruns lots of seals your end users will be frustrated and unhappy and potentially displacement of a cad tool for an alternative displacements are always messy and expensive. Here's the agenda for this discussion first. I'll discuss different aspects of the technology necessary for implementation

next. I'll talk about the prophecies. You will need to Define. third the most important aspect people I'll discuss the Learning System. You should Implement that crosses over people process and technology and finally, I'll cover the three takeaways from this talk. Let's jump into technology purchase licenses of Creo parametric for your team and your team members need to be able to access them for this you're going to need a license server. The only requirements for license server to be reliable and your team members

need to be able to access it both internally and on VPN to avoid problems like this. You might want you to Ploy your license server on the cloud. Based on your needs. You may want to have a custom script for lunch and Creo parametric some of the tasks that a startup script can do include specify available license configuration. Kill any lingering Creole prophecies that might interfere with launching a new Creo session successfully. Copying or updating your company's config. Profile more on that later and

delete any unnecessary files that were generated during previous Creo sessions, like import log files are files Trail files and so on. You're going to need a standard Parts Library when you don't have one team members create their own set to Fasteners and other common components. It becomes a nightmare for file naming data reused and Pain Management a standard Parts Library prevents people from Reinventing the wheel and helps maintain company standards besides Library. You're going to need a materials Library. This Library should contain all

the materials that are commonly used by your teams and should also contain material properties for performing structural thermal and modal analysis. You can either develop the materials Library yourself, or you could license one from suppliers like granta If you are using other tools like Chris kamatics, depending on the number of users, you may need a central catalog and a librarian to manage that Central catalog. Later on, I'll discuss a ticket system users should be able to request Library components and materials as your team grows. You will probably want a dedicated librarian to

fill fill these requests. The biggest problem. I've seen companies have hiring a librarian is that the job requisitions are for unicorn they want someone with a master's degree who's an expert at Kre-O and windshield who knows how to code who has a deep understanding of ANSI drawing standard and on and on and all those skills. And anyone who has all those skills wouldn't be a librarian. there are a number of configuration files in Creo parametric that control the way that software looks and behaves these include but are not limited to your

config. Pro incomplete. Sup files. user interface customization files model 3 configuration files for Creo 5.0 in earlier appearance filed for colors System colors files Enter on detail files Pro incomplete. Stop only. You can think of the dots up file as the super file or supervisor file the dots up file contains wedding that you want to impose on your users these include things like default template folder locations for company resources and required product data management settings should contain a few options as possible. You don't want to frustrate your

end-users by preventing them from working the way that they want to work. You can have a company level config. Profile and these are more like recommendations users will be able to override the company level config. Profile with their own personal can see. Profiles. You're going to need to set up start Parts start assemblies drawing floor mats and drawing templates PTC provide some in the Creo parametric load point, but you're going to want to set up your own. Here's some things that you want to establish and your start Parts in start assemblies. System of Units, especially

for companies based in the United States deciding between English units and the metric system is a bigger decision than you realize. Depot Tatum's including planes coordinate systems and possibly even asks this includes what you would want to name these dams. A layering scheme that works for your team. Generally. I find the layers teams in PTC default templates to be a little too confusing and specially for Less experienced users. And default parameters and relations you may need different templates for different functional areas. For

example routed systems, like cabling and piping will most likely need different time then for structural and mechanical models. When I was at Amazon Prime are we also needed a set of template in a vehicle coordinate system where the default datums were stationed but line and waterline. Another important consideration for your model tablet is supporting model base definition or MVD. If so, your templates may also include additional annotation planes annotation features and combinations dates. If you're unsure where to start with setting up MVD in your

template, I recommend checking out PTC training class on MBD in Precision LMS as well as Mill standard 31000 on the drawing side. You're going to want to create your own formats and templates a format contains graphics for the Sheep order Endzone and usually few tables like a title block and a revision block templates contain a format and help automate drawing creation by placing views notes Dimension tables and other details on your drawing you will typically have different formats and templates for the different sheet sizes that you

support like ABCD and so on you'll very likely have different templates for peace Parts assembly Source control drawings and so on be sure to minimize the number of tablets were possible because there will be times when you need to update them and they can involve quite a bit of effort. To recap in the area of Technology some of the things you will need to deploy include your license server startup scripts standard parts and materials libraries configuration files and model and drawing templates. Now it's switch to the area of processes.

First onboarding how do you bring new people on to the project your onboarding process for new employees affect how long it takes them to become productive here are some of the things that should be considered in your process. How do they get their necessary Hardware? How do you make sure that they have access to the files? They need how do they figure out where the models are? What are the part numbers for the top-level assemblies? How do you train them in the team's design standards and processes and how do you assess their skill level? Speaking of design standard you're going to need

them design standards and sure that people create models and drawings in accordance with your company standards. They also increase uniformity to avoid models and drawings having their own unique Styles. You don't want your company's deliverables to look like 20 different people created your drawings. Even if they did these standards include your part number in naming scheme your modeling practices these include how you manage bottom-up and top-down design and it also includes your guidelines for Sheet Metal cable harness design piping ecad mechanisms and

more. The parameters in a tribute that support data management and data reuse your drawing checking and release processes. Be prepared to get these wrong. It may take several times to figure out what works for you. If you have to start over it's better done sooner rather than later. Along with your design process you have to establish standards for what your deliverables are. You would likely have to deliver more than drawings. If you are doing drawings are PDFs going to be your file record, or are you going to be a model based Enterprise? Are you going to use both

drawings and model base definition some of the other considerations for your deliverables include what file formats will you provide to external customers native grill files step files or creole view PvZ files. Bills of material are these going to reside on your drawings or is your PDM system the source of truth and how are you going to manage first article inspection information your team members are going to launch new products in new parts over time. You will need to develop a process for this new product introduction at a practical level

includes. How do you launch a new top-level assembly who builds the initial structure? How do you generate a sign or Reserve part numbers? How are you going to develop and manage the overall shape in Aerospace? This is often referred to as the outer mold line or LML in consumer product. It is the industrial design or ID. And how are you going to manage space claims? How do you manage interfaces between the major systems of your product like structural mechanical electrical user interfaces and so on and how do you communicate

this information amongst the team every single cab model and drawing have to have an owner this person is responsible for ensuring that the model geometry is correct. Usually this is pretty easy to manage at the individual part in self-assembly level the person who creates inherits or at least it's the drawing is often the person responsible for that part or assembly this often breaks down when you get to the higher levels and top levels of the product who is responsible for ensuring that the cat is cleaning up broken. It's imperative that someone is assigned in that role. You don't have

people pointing fingers at each other the cat owners responsible for property generation. Reasonable retrieval time clean modeling and that changed made at that level don't impact negatively the next higher level. Creo parametric as tools like model check mxma the expert model analysis tool for checking the quality of your CAD models. Unfortunately, there are things that software can't check you need to get human eyeballs on your models on a regular basis at least once a month. You need to retrieve the top-level similes and major

installations and perform an audit when I was at Amazon. I developed a spreadsheet that listed all the different things a person should check for to ensure that you have cleaned remodel these include checks, like retrieval and regeneration. Our company model followed are there bad practices like circular references insert mode and suppress objects are tools like simplified wraps in 3D annotations being used to help the model. Is visibility being properly managed by layers combination States and other tools and how user-friendly are the models are Futures datums and

cross-sections renamed. Who should be performing these audits the cat owners, of course 2 recap some of the things you have to address in the areas of process include onboarding design Standard Process these deliverables new product and you part introduction and cat ownership. And audit now, let's talk about the most important area that will make or break your implementation people. The people portion of your implementation it's all about confidence and trust you want your end users to know that you are going to provide them with the tools

and skills necessary to do their jobs that you're going to support them in that Creo parametric is the best choice for your team. You want your users to feel that they are part of the community and that you are addressing their changing needs as end-users of Creo parametric. How do you do that? First step user groups in user meetings? First you should have a mailing list that allows you to get in contact with your user base quickly. Don't spam it use it too often and your users will stop paying attention. I recommend that you host meetings of your end users once a month.

Of course, this gets more complicated. If you are multisite in multi time zone, it can be hard to get people to show up to meetings there trying to be scheduling deadlines. How do you get them to show up quite honestly, you bribe them there two ways to do this food engineer's and designers will always show up for free food. You can pick up a few boxes of pizza or party trays from Subway Chipotle Jimmy John's El Pollo Loco in someone you should be on a feed people for about $5 per person. And brapples. I used to give away a $25 Amazon gift card at our user meetings

attendance skyrocketed. What's the structure of a user meeting? First news when is the next release coming out? When are you planning to update to the next build code? What new modules were licenses? Are you looking at purchasing what changes are you making to templates configuration files or other aspects of your infrastructure keeping your user base informed of what you're doing and why is a great way to build trust? The main part of the meeting should be a learning take away with a demo and listening to be something that provides value to their daily life once a

quarter. I would run a tips and tricks session and that would be the most popular and finally open Forum. This is the opportunity for the user base to provide feedback and ask questions walkabouts. When I can I like to spend an hour day just touching base with end users just saying hi and ask him if they need any help today the more often you do it the more your end users will appreciate that. You care about them and want to solve their problems. There's enormous value in simply sitting where your end-users work. If there are times when you can just grab your laptop and sit with your

internal customers. Now I want to talk about something that affects how you earn trust and build confidence. Do you believe that you can change someone's mind with facts evidence or logical reasoning the more you try to convince someone who disagrees with you the more entrenched they become in their original position. This is confirmation bias. How do you overcome this? As part of understanding the Dynamics of your team members. I highly recommend reading the Tipping Point by Malcolm Gladwell. He talks about three special kinds of Agents of change.

Maven's these people hold big information and ideas. They know everything about everything people go to them when they want to learn stuff. These are your Creole experts. Connectors these people know people they know everyone and everyone tends to like them and salesmen these people Foster change through persuasion. They are charismatic storytellers the best way to get your end users to believe in and adopt the various aspects of your implementation is by having people. They trust support your ideas. Once you've identified these connectors mavens and sales people

you want to invite them to be members of a special counsel. I've always called them. The Legion of Super users. Here are some of the things that you want covered in meetings with them updates and heads up. Let them know what changes you are planning to make your infrastructure and get their opinion and buying feedback. What's happening on the product teams when you're not around the Festivus airing of grievances what's causing them pain and how have you disappointed them? Make sure they communicate information from these meetings to their teams. They are your ambassadors to the end users.

They really are your superheroes. You're going to need a system that people can use to file support ticket as mentioned earlier. This ticket system can be used to put in request for new materials and Library parts or to have models move into the library, but more importantly this ticket system will be used to request help typical areas include installing software or fixing a broken installation Fixing broken models in getting drawing details look, right? Finding out how to implement something they've never done before. And change it to your start

part start assemblies for Mass config options and so on. Here are some qualities that your system should support triage being able to assess a ticket quickly. Prioritization some means of ranking or class rank tickets from Enterprise down to whenever you can give me a hand. And resolution tracking, what's the problem solved? If so how and can your end users access resolve tickets to solve problems on their own? You want to be able to generate metric from the tickets so that you can perform analytics on the

data metrics are important because they allow you to identify the most common sources of your problems. Then you can fix those problems. Also, they provide you data that you can present to management to justify it more people and resources for your support team. I'm not a fan of allowing end users to drop in at the desks of those providing support. This is also known as a walk up model just droppings and walk of the following disadvantages. It gives unfair priority to those in proximity. It prevents you from addressing the cases that have a higher level of

urgency. According to the University of Irvine after a distraction it can take you 23 minutes to refocus. And unless you're creating tickets after the fact you don't have any metrics for the support regular walkabouts can help eliminate these. these are not the only things that you need for the people part of your implementation keep exploring for new avenues to build trust and confidence some other potential support systems include social chat systems like slack hipchat in Microsoft teams and

office hours Virtual Office hours could be a powerful means of support especially for users located at other sites or in other time zones. To recap some of the things in the people portion of your implementation include user groups and use our meetings walkabouts and hotelling to interact with your end users on a regular basis a Legion of Super users and a support ticket system. Now we turn to the final area that ties people process and Technology together learning you want to establish a learning program not a training program. There's a different

training implies an event learning is an ongoing process and training are forms of sales because people don't realize this they end up doing it wrong. If you want to learn how to deliver better demonstrations and training. I highly recommend reading great demo learning is really telling on functionality and prophecies. when setting up your learning program, it's important to understand that there are both different thinking Styles as well as learning styles the four different thinking styles are Conceptual how does it all fit together?

Creative what kinds of problems can I solve with it? Practical how do I use this reflective? How does this relate to my past experiences? The four different learning styles for adult Learners are auditory. They need to hear them cereal environmental physical. Comfort is extremely important. Kinesthetic, the learner has to be Hands-On and visual I have to see it. Given the variety of thinking Styles and learning styles. You can't deliver training material in one format and expected to work for everyone to be effective. You have to deliver training in a variety of format these

include your traditional instructor-led training. web-based training documents job AIDS such as checklist procedures work clothes and quick reference cards and videos that are easily searchable. Your learning program needs a certification program but this should be different than the one you used to hire people my recommendation for implementing internal certification involves. Two parts part 1 in a self-assessment go through a list of topics and assess their current sea level

in a particular area. They also assess whether they need those girls in their current role on the design side a structural engineer doesn't have to have the same skilled at someone who designed sheet metal component or Doug cabling in piping and auto key when people need to do schematics and harness flattening and designers have to definitely different still need than analyst or manufacturing engineers. So if this is a self-assessment you might be asking why why why why would they just say that they're proficient in all areas first, I sincerely hope that

we've hired people with Integrity second. It's important to convey to end-users that it's in their best interest to answer truthfully and honestly certification about getting the gold star on your forehead. It's about identifying gaps in the end users ability to use the tools of their job and then filling those gas. The second part about certification should be based around skills actually driving the software and generating deliverables. The great thing is you already have the means to assess whether someone is proficient in the tools

of their trade our end users Drive Creo parametric in their jobs and their on the design inside. They are most likely creating Parts assembly din draw if their analyst their performance simulations and generating reports if they're in manufacturing they are designed to Luling generating CNC tool pads and creating process play let their deliverables prove. They know how to use the software. Let them present their output to their managers in the cad team as proof of their skills and ability. This isn't about passing or failing. This isn't about a badge or certificate.

It's about identifying the end-users strengths and weaknesses and then developing a learning plan to bridge the skills Gap. Just like your cat implementation certification is a process not an event and it's an ongoing activity because the state of an individual certification changes with their roles programming time and career advancement. To recap learning tie together the people process and Technology aspects of your implementation all training. It feels adult have different

learning styles there for you have to deliver your learning using a variety of methods. Your learning program should incorporate certification as a means of assessing skills gaps, and then developing individualized learning programs to address those gaps. There you have it people process technology and learning before closing. Let me recap the top three takeaways from this session. First implementations and administration are not events but ongoing processes that continually evolve.

Learning is an overarching activity for how you manage your implementations people processes and Technology. And the most important part of your implementation the deciding factor that will make or break you is how you develop trust and confidence with people primarily your end-users. This means frequently interacting with your end users through a variety of means like walkabouts hotelling and user meetings. Your super users. Are your best resource? Please download the liveworx app and complete the survey to provide feedback

on the session. For questions and comments. Please reach out to me at Dean Martin at Creole windshield. Com. You can find my Creo parametric YouTube channel at youtube.com Creo parametric. There is a handout available for the session available on my Dropbox at my website www.crayola.com. Thank you, and I hope you enjoyed this presentation.

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