Project Background

Hunan Rongqing Energy Technology Co., Ltd. is a wholly owned subsidiary of Shanghai Rongqing New Energy Technology Co., Ltd., which itself is a majority-owned company under State Power Investment Corporation (SPIC). Shanghai Rongqing is dedicated to developing mobile battery-swapping and charging systems for diverse application scenarios, charging and swapping solutions for construction machinery, integrated e-powertrain (three-electric) system solutions, thermal management solutions for complete vehicles, advanced new-energy technologies for port machinery, and electrification alternatives for conventional fuel-powered equipment.

Additionally, the company provides comprehensive operational solutions for new-energy commercial vehicles and construction machinery—including battery-as-a-service (BaaS), contractual energy management, and other related services. As a multi-shareholder enterprise, Shanghai Rongqing not only continues to lead in advanced mobile battery-swapping technologies but also leverages synergies and resources from its strategic shareholders. Through an integrated package of solutions encompassing R&D and manufacturing, operational leasing, and service operations, the company empowers industries such as electric heavy-duty trucks, green ports, and electric construction machinery.

Project Objectives

Through the implementation of the SIPM/PLM project, the following objectives will be achieved:

1. Structural Design Management:Organize and manage technical documentation, drawings, and files around the Bill of Materials (BOM). The PLM implementation will enhance standardization in component management, improve material usability, and enable centralized control.

2. CAD Integration:Utilize 3D interface plug-ins to ensure a single source of truth for design data and maintain seamless interoperability between product data and the PLM system.

3. Electronic Signature PDF Factory:Enable automatic electronic review and approval within workflows, and automatically embed authorized digital signatures into PDF documents upon workflow completion.

4. Performance Support Management:Effectively manage project execution standards, task progress, and completion status through PLM. Provide multi-level task monitoring views tailored to the needs of managers at all levels. Additionally, the task management module delivers objective data to support R&D personnel performance evaluations.

5. Coding Management:Establish a unified material coding system via the PLM platform to achieve “one code throughout” — consistent coding across all business processes — thereby providing robust BOM data support for deeper adoption in production systems.

6. Knowledge Base:Leverage PLM’s knowledge management capabilities to capture and accumulate design experience, gradually building a scientific and comprehensive knowledge repository to elevate R&D management maturity.

7. PLM–ERP System Integration:Achieve seamless data synchronization between PLM and ERP systems. Through the PLM–ERP interface, material and BOM data from PLM are automatically pushed to ERP, ensuring data consistency across upstream and downstream operations.

System Business Function Implementation

Through on-site research conducted during the blueprint design phase by the PLM project team—and by combining Rongqing Energy’s actual business requirements with Sipu’s extensive consulting experience—the Sipu implementation team has developed a precise management model tailored specifically for Rongqing Energy.

Requirements Management

By implementing the PLM Requirements Management module, manual, offline requirements management has been upgraded to a controlled, traceable, and real-time trackable process. Requirements across the company are categorized by type, enabling granular and systematic management.

Requirements management adopts a standardized template-based approach, where task templates are used to quickly generate requirements-related tasks. This ensures standardization during the requirements execution phase, reduces planning time, and enhances overall work efficiency.

With the implementation and launch of the Requirements Management module, product managers can quickly track task progress and completion status via task dashboards, monitor project advancement in real time, and proactively identify potential project risks.

The Requirements Management module enables managers to comprehensively view the progress of all personnel in executing their assigned tasks.

Structural Design Management

Through PLM implementation, the management of products, materials, components, drawings, and technical documentation has been realized, with all items systematically categorized and managed.

Establish standardized component classifications according to defined coding rules to enable controlled entry and management of components.

Display associated drawings and documents, as well as provide query views, centered around components.

Reorganize and optimize product data to achieve enhanced control and management.

CAD Integration

Utilize interface plug-ins to directly extract assembly relationships from 3D models to automatically generate BOM structures and upload engineering drawings, ensuring seamless interconnectivity and interaction between 3D design data and the PLM system.
3D drawing files in PLM are linked directly under corresponding components, enabling convenient and rapid access.

The BOM structure is tightly coupled with the assembly tree of the 3D model—meaning the BOM is derived directly from the assembly tree—ensuring a single, unified source of data.

PDF Factory

Electronic review and approval minimize unnecessary waste and reduce paper consumption. Integrated with standardized approval workflows, it enhances design communication efficiency, while real-time recording of work status and content enables easy traceability and auditability.

PLM–ERP Integration

Through the PLM–ERP interface, the end-to-end business data flow—from PLM-based design to ERP-driven production—is seamlessly connected. This enables accurate transfer of component and BOM data, eliminating the need for engineers to manually enter data into ERP, thereby improving efficiency and reducing errors.

Summary

The successful implementation of Rongqing Energy’s SIPM/PLM system has enabled the structuring of design data and established seamless integration between PLM and ERP systems through a dedicated PLM–ERP interface. This integration ensures high consistency and uniformity of design data across both platforms. During product development, the CAD interface allows R&D engineers to efficiently extract drawings and BOM data, guaranteeing alignment between engineering drawings and bills of materials, while significantly reducing management costs caused by data inconsistencies during the handover from design to production.

The successful deployment of the Requirements Management module has enabled systematic collection and standardized management of project requirements in the early stages. It clearly defines tasks and deliverables for each requirement phase and establishes unified templates, enhancing standardization and shortening planning cycles. During execution, multiple task views—such as “Tasks by Status” and “Tasks by Organizational Structure”—are used to present real-time data on interactive dashboards, effectively realizing the company’s goal of information-driven enterprise management.