Equipment Manufacturing
Requirements Analysis
♦ The product structure is highly customized, and the BOM is highly dynamic, with frequent adjustments to the design and constant iteration of alternative solutions.
♦ As a result, the BOM remains in a state of continuous change, leading to significant challenges in maintaining both data accuracy and timeliness. The traditional static BOM management model struggles to support the "four-sided" parallel engineering approach of "designing, drafting, procuring, and assembling simultaneously."
♦ Multiple disciplines operate in isolation, leading to delayed responses to changes and a lack of a unified collaboration platform. Design changes are communicated solely via email, meetings, or verbal discussions, resulting in information discrepancies and version control chaos—factors that significantly extend the project delivery timeline.
♦ Drawings, BOMs, test reports, and other documents are scattered across engineers' local computers or multiple isolated systems, lacking unified coding, version control, and clear interrelationships. As a result, data is fragmented, and there’s no single, reliable source of truth.
♦ New projects often "start from scratch," resulting in high rates of redundant design, difficulties in driving standardization, and ultimately leading to inefficient R&D processes, uncontrollable costs, and extended training periods for new team members.
♦ Weak supply chain collaboration and high risks in outsourced management lead to frequent issues such as blueprint leaks, incorrect version distribution, and delayed feedback—problems that ultimately impact the overall quality and reliability of product delivery.
Structural Design Management
SIPM/PLM provides leading CAD integration capabilities, supporting the integration of extremely complex 3D assemblies and ensuring bidirectional data exchange between design tools and the PLM system, thereby enhancing design efficiency and data consistency. Through professional BOM lifecycle management, BOM changes are automatically synchronized to process planning, manufacturing, procurement, and the supply chain. This effectively addresses the typical business challenges in the equipment manufacturing industry—such as "low-volume, customized production, frequent changes, and tight delivery schedules"—and ensures efficient collaboration and a closed-loop data flow for concurrent engineering practices like "designing, releasing drawings, procuring, and assembling simultaneously."
- Supports integration with mainstream CAD design software, enabling seamless connectivity of design data.
- Parallel management of multiple design proposals, allowing the creation and management of multiple conceptual design schemes simultaneously within PLM. Each scheme is version-controlled independently with a clear structure, avoiding scattered files and version confusion.
- Standardizes design processes and approval nodes in compliance with industry standards such as ISO 9001, GJB 9001, and ASME, ensuring that R&D processes are compliant and controllable, thereby reducing the risk of design defects and project rework caused by process gaps.
- Professional BOM lifecycle management: BOMs can be traced back, compared, audited, and renumbered. BOM changes are automatically propagated from design to process planning, manufacturing, procurement, and finance departments, preventing material obsolescence and production line downtime caused by design changes.
- Enterprise-level unified coding system that eliminates "one item, multiple codes" and "one code, multiple items," optimizing inventory structure and reducing capital tied up due to material confusion in equipment manufacturing enterprises.
- Personalized visual work dashboards enhance work organization and execution efficiency for R&D personnel in multi-project parallel environments.
- Comprehensive standardization solutions promote the establishment of modular design guidelines, common component libraries, and design reuse mechanisms, continuously improving component commonality and platform reuse rates.
Electronic Design Management
SIPM/PLM provides comprehensive support for the entire process management of electrical/electronic design, deeply integrating with mainstream electrical CAD/EDA design tools to achieve bidirectional data integration of schematics and PCBs with the PLM system, ensuring automatic synchronization of design data, unified version control, and managed changes. The system supports multi-attribute management, intelligent matching, and preferred component selection mechanisms for electrical/electronic materials. Combined with enterprise preferred library strategies, it enhances design quality and supply chain resilience from the source.
- Deep integration with mainstream EDA tools automatically extracts BOM information, component lists, and other data, eliminating manual entry errors and ensuring consistency between design and data.
- Differentiated attribute management for electrical/electronic materials supports defining independent attribute templates based on component types (e.g., resistors, capacitors, ICs, connectors), enabling "one template per category."
- Management of alternative and successor materials with structured maintenance of substitution relationships, lifecycle status, and certification equivalency. When primary materials face shortages, obsolescence, or supply risks, compliant alternatives ensure continuity of design and production.
- Enables design engineers to initiate preferred component reviews during the selection phase. Based on component preference levels and application scenarios, the system prioritizes recommendations, guiding selection toward higher reuse, reliability, and cost efficiency.
- Full-lifecycle BOM collaboration: Changes to electrical/electronic design BOMs are automatically synchronized to process planning, manufacturing, procurement, quality, and other departments, achieving end-to-end closure and preventing incorrect assembly, material obsolescence, or production line stoppages.
Software Development Management
SIPM/PLM is deeply aligned with the intelligent development trends in the equipment manufacturing industry, effectively managing the entire software development lifecycle from requirements, design, and development to testing and release. Through standardized processes and a modular architecture, it ensures that software development complies with industry functional safety and quality standards such as ASPICE and ISO 26262, promoting the accumulation of software assets, module reuse, and agile iteration.
- Full-element lifecycle management: Comprehensive lifecycle management of all elements including algorithm documents, requirement specifications, test cases, and closed-loop bug records, supporting version traceability and compliance auditing.
- End-to-end data flow consistency: Ensures data consistency across all stages, from requirements management and functional design to coding development and software testing.
- Seamless integration of end-to-end data flow: Achieves tight integration between upstream and downstream processes, guaranteeing data consistency throughout requirements management, functional design, coding development, and software testing.
- Hardware-software integrated collaboration: Enables comprehensive coordination between software development, electronic design, and mechanical design, ensuring integrated hardware-software delivery and accelerating the engineering implementation of innovative products.
- Agile development support: Supports agile project management, enabling rapid iteration and responsiveness to evolving customer requirements.
Pre-procurement Management
SIPM/PLM Pre-procurement Management is deeply aligned with the business characteristics of the equipment manufacturing industry—such as customized design, concurrent design-manufacturing-procurement workflows, and a high proportion of long-lead-time materials—bridging the collaboration link between design and the upstream supply chain. It enables a data-driven model that initiates procurement preparation from the early stages of product design. Through a phased and categorized BOM transmission mechanism, long-lead-time material requirements are proactively released to the ERP system, allowing the procurement department to lock in resources in advance and effectively shorten the overall delivery cycle.
- Optimizes BOM transmission from a "one-time transfer after design completion" model to a "staged transfer according to design phases," identifying and pushing materials with long procurement lead times, long outsourcing cycles, or long production cycles to the ERP system during the preliminary design phase, thereby initiating the pre-procurement process.
- Organizes material procurement attributes and classifies them by procurement lead time and supply type, ensuring that procurement requirements for different material types are triggered at the appropriate time, improving planning accuracy and execution efficiency.
- Supports procurement preparation based on phased design outputs even before the design is finalized, accommodating the "design-procurement-manufacturing" concurrent engineering model and reducing project delay risks caused by material waiting.
- Ensures that critical long-lead-time materials are delivered on time, with guaranteed quality and quantity through efficient coordination between design BOM and ERP procurement data, supporting on-time delivery and cost control for complex projects in the equipment manufacturing industry.
Process Management
SIPM/PLM Process Management Solution enables integrated management of product design and process planning, allowing seamless viewing of design data and timely transmission of design changes. It collaborates with SIPM/QIS to automatically receive quality feedback information, ensuring the effective implementation of a comprehensive quality management system. Furthermore, it can extend from process management to the management of equipment, tooling, molds, and NC code, featuring process model reconstruction capabilities that fully meet the process data requirements of various ERP and MES systems.
- Enables integrated management of product design and process planning, allowing seamless access to design content and timely transmission of design changes. Provides ERP with complete foundational data, and when integrated with SIPM/QIS, supports automatic reception of in-process quality feedback information.
- Offers a new generation of intelligent, structured, and scalable process solutions based on a unified BOM, supporting end-to-end data continuity from design to manufacturing and ensuring accuracy and reliability of process documentation.
- Supports the creation of a standardized operation library within PLM, covering multiple domains such as machining, welding, and assembly; enables structured description of process symbols to ensure universality and standardization of process documents; facilitates easy referencing of resources such as equipment, tooling, work fixtures, and consumables.
- Allows rapid process design by reusing standard operations from the library, with templates enabling direct output of process card files—significantly improving efficiency, reducing repetitive tasks, and shortening process preparation cycles.
- Empowers enterprises to perform process planning directly on the manufacturing BOM by leveraging the standard process library, automatically generating process cards to achieve standardized process management, thereby enhancing overall production efficiency and product quality.
- Extends from equipment and tooling management to comprehensive management of molds and NC code, featuring process model reconstruction capabilities that fully satisfy the process data requirements of various ERP and MES systems.
- Enables unified, project-based management of technical activities, ensuring the effective implementation of a complete quality management system.
Project Management
Hierarchical planning and centralized control of project management make the management of large-scale intelligent equipment development projects simple and controllable. Core resources such as design data and technical documents are dynamically assigned based on project tasks, enabling flexible and effective control over data security and sharing. Additionally, real-time, multi-dimensional monitoring of ongoing projects is supported, helping managers accurately track project progress, cost, and quality, ensuring high-quality and efficient delivery of complex, long-cycle, and highly customized equipment manufacturing projects.
- Hierarchical planning and centralized control in project management simplify and enhance the controllability of large, complex equipment projects, aligning with the equipment manufacturing business model of "platform-based development + modular customization + project-based delivery."
- Supports both forward and backward scheduling of project plans. When facing unexpected events such as delays in critical components or changes in customer requirements, the system dynamically optimizes subsequent workflows to minimize impact on the overall project and ensure milestone achievement rates.
- Enables temporary and precise allocation of project data access permissions based on project tasks and collaboration roles, meeting industry security and compliance requirements while supporting efficient data sharing across enterprises and departments—effectively resolving the dual challenges of "data silos" and "security leaks."
- Supports strong association management between project tasks and deliverables, ensuring that outputs at each R&D stage are complete, traceable, and compliant with industry standards.
- Provides multiple visual project monitoring dashboards for real-time visibility into project progress, enabling rapid decision-making and timely intervention.
- Supports multi-dimensional performance tracking based on effort hours, task completion rates, and other metrics, providing quantitative data for task assignment and employee performance evaluation, motivating teams to focus on value delivery.
- Enables real-time aggregation and early warning of detailed project cost items, ensuring that high-investment R&D projects remain within budget constraints.
Personnel Knowledge Management
SIPM/PLM features an integrated performance management mechanism aligned with projects and tasks, along with visualized workload and performance statistics. This enables managers to easily and promptly query the actual workload and performance of personnel across departments according to organizational structure. Meanwhile, in response to the equipment manufacturing industry’s characteristics of multi-role involvement and strong collaboration, SIPM/PLM provides fine-grained knowledge access control. It supports dynamically assigning temporary permissions based on work requirements, ensuring a high degree of both security and flexibility in permission management.
- Dual-driven by standardized knowledge base management and performance management based on project man-hours, it reduces redundant design and inefficient communication.
- Features a performance management mechanism deeply integrated with projects and tasks, along with visualized workload and performance statistics. Managers can promptly and conveniently query the actual workload and performance of personnel across departments by organizational structure, enabling precise human resource allocation and dynamic workload balancing.
- Performance data quantifying man-hours and delivery quality supports the development of customized training programs and career progression pathways, helping build a stable and high-performing core technical team.
- Helps enterprises establish mechanisms for knowledge asset accumulation and reuse, transforming design experience and solutions scattered across individual computers into enterprise-level, searchable, linkable, and iterative structured knowledge, accelerating new employee onboarding and intergenerational technology transfer.
- Provides fine-grained control over work and knowledge-sharing permissions, with the ability to dynamically assign temporary access based on operational needs, ensuring both strict security and operational flexibility in permission management.
Project Budget Management
Project Budget Management (SIPM/CIE) focuses on full-lifecycle budget control for engineering projects, enabling end-to-end integrated management from pre-sales leads to post-sales acceptance. It closes the business loop across "business opportunity—contract—budget—execution—receivables/payables," supporting fine-grained cost control and financial compliance for highly customized, long-cycle, and collaboration-intensive projects.
- End-to-end coverage: Supports comprehensive budget control across the entire business chain of engineering projects.
- Budget-execution integration: Project budgets are dynamically linked in real time with EPC/subcontract agreements, procurement, payments, invoicing, and collections, enabling real-time cost aggregation and automatic over-budget alerts.
- Multi-dimensional control: Enables detailed budget planning and tracking by project, milestone, and resource type, supporting data-driven, informed decision-making.
- Business-finance integration: Contracts, invoices, and receivables/payment schedules are automatically associated with budget execution, ensuring alignment between cash flow and project progress, improving collection efficiency and audit compliance.
- CIE focuses on budgeting and commercial management for engineering projects, while PLM concentrates on process management for R&D projects. The two systems enable seamless data exchange and efficient collaboration between project types.
AI Intelligent Applications
By deeply integrating AI with PLM, static data assets are transformed into dynamic intelligent capabilities, accelerating R&D innovation, process optimization, and knowledge reuse.
- Intelligent knowledge engine,builds a categorized vector system based on enterprise R&D outcomes, process documents, and experiential data, enabling automatic knowledge organization, semantic search, and precise push.
- Content-level intelligent search,integrates AI engines to support full-text semantic search within the PLM system, allowing content-level association, retrieval, and referencing of design documents, BOMs, change records, and more.
- Intelligent process generation,uses AI to recognize part machining features, automatically match process rules, and generate optimal manufacturing routes, improving process design efficiency and consistency.
- Extensible AI architecture，supports integration with mainstream AI frameworks, enabling enterprises to train proprietary large models and deeply embed them into PLM for customized intelligent applications.
- Data-Driven Decision Making，AI automatically analyzes multi-dimensional data from projects, costs, and quality, assisting in budget optimization, early warning, and resource allocation, advancing management from "experience-driven" to "intelligent decision-making".
Industry Advantages
1 › A globally leading MDA system modeling tool that enables personalized and flexible system modeling.
A low-code/no-code system-building platform based on Model-Driven Architecture (MDA) that enables a direct mapping between business logic and system implementation, allowing for continuous iteration as management practices evolve. While ensuring high stability, it also supports personalized, flexible system modeling.
2 › Integrated Cross-Disciplinary Collaborative Design Management for Mechanical, Electrical, and Software Packages
The PLM platform centrally and uniformly manages product data across various disciplines, including mechanical, electronic, software, and packaging, eliminating data silos between multiple disciplines and specialties. It ensures consistent, complete, and fully traceable design data—from system architecture down to component-level details—throughout the product’s entire lifecycle, effectively supporting integrated development in the equipment manufacturing industry.
3 › Platform-based product configuration management helps companies transition from ETO to ATO
Supports modular product customization and flexible configuration rules, significantly lowering the entry barrier for configuration while enhancing business teams' ability to independently maintain systems. This enables rapid responses to the unique business demands of the equipment manufacturing industry—such as "single-item small batches, high levels of customization, frequent changes, and tight delivery deadlines"—and substantially shortens the order-to-delivery cycle. Ultimately, this paves the way for companies to efficiently transition from Engineer-to-Order (ETO) to Assembly-to-Order (ATO) models.
4 › Release of Long-Lead-Time Materials
Through a phased and categorized BOM transmission mechanism, long-lead-time material requirements are released early to the ERP system, enabling the procurement department to lock in resources in advance and effectively shorten the overall delivery cycle.
5 › Full-Lifecycle Budget Control for Engineering Projects
Enables end-to-end integrated management from pre-sales leads to post-sales acceptance, closing the business loop of "opportunity—contract—budget—execution—receivables/payables," and supporting precise cost control and financial compliance for highly customized, long-cycle, and collaboration-intensive projects.
6 › Exceptional System Stability, Supporting High Concurrency, Large Data Volumes, and Extremely Complex Processes
The server-side is built using a mature Java technology stack, offering cross-platform high availability and elastic scalability. It ensures smooth operation of core business under sustained high loads, handling concurrent operations from multiple teams and high-traffic scenarios during peak periods. Through drag-and-drop configuration, users can easily set up workflow chains such as multi-node collaboration and branch-based parallel processing, enabling rapid adaptation to evolving business requirements. Functional customization is achieved via MDA modeling without modifying the source code, effectively balancing agility with long-term system stability.
7 › Supports Group-Level Multi-Organization Deployment and Global Multi-Language, Multi-Timezone Applications
Enables centralized deployment across multiple factories and R&D centers for large enterprise groups. Language packs can be self-service extended via standard templates, easily adapting to global localization needs. The client automatically detects and dynamically displays the local timezone (including intelligent switching between daylight saving and standard time), ensuring consistent data, synchronized workflows, and uniform user experience for global teams on a unified platform, supporting efficient global operations.
