The future is cloud-y for engineering data management

Feb 2015

Lately I have been deluged with the announcement of or introduction to a series of cloud based data management systems for design engineering that are also focusing on collaboration. I plan this blog to be the first in a series that explores new PDM/PLM (PxM) solutions for product design.

Before I begin, we need to clarify the differences between PDM and PLM. PDM manages design changes during product development while PLM manages engineering and other changes made after the production release of the product for manufacturing and other downstream processes. Using this definition, PDM can be used to store all sorts of information during the design or work-in-process stage. Such information might include, but not be limited to: product specs, preliminary designs, analyses and simulation, product versions, QC specs, engineering BOMs, material types, etc. PLM manages engineering and other changes made after the release of the product from engineering. PLM systems might include PDM data managed during design as well as other data, such as, manufacturing BOMs, manufacturing instructions, NC data, service tracking, cost data, customer level documentation, etc. I think you get the picture.

PTC’s recent announcement of PTC PLM Cloud, a webinar I attended about GrabCAD Workbench and Onshape’s inherent use of a cloud-based solution — all piqued my interest. I began wondering about the differences between them and how one might choose a solution for a mid sized firm. One obvious differentiator is how cloud based PxM software connects to CAD software, be it desktop CAD or cloud based CAD. By the way, if you have not seen Onshape’s Dave Corcoran’s blog about the “The blue screen of death,” then I urge you to read it now. http://www.onshape.com/cad-blog. Corcoran discusses some of the benefits of a cloud based PxM – CAD implementation.

A true cloud based system allows full use of easily extensible computational capability and virtually unlimited storage

A PxM system cloud based system may not be much different from the tired old server based software that has been promoted for years. Adding a web based interface and hierarchical data storage in the cloud, masks an antiquated architecture. The old approach of bolting external data management software into CAD simply does not work well enough. It’s too laborious, takes extra time, and makes little use of design info developed automatically during the design cycle. It’s lack of adoption to date verifies this assumption.

A true cloud based system should be radically different in architecture allowing full use of cloud system flexibility. For instance, one reason I always disliked the previous generation of PDM/PLM was their outdated reliance on text-based interfaces. I would expect modern PxM systems to be graphically oriented offering comprehensible and visual navigation within the product structure. It should offer a tight connection to related CAD systems and automate much of the data management function. Automatic backup and easy restore of historical data are mandatory functions, as are easily distributed design among partners along with IP (intellectual property) protection.

The vendors are all moving quickly to position (or re-position) their PxM systems as cloud based

The plethora of cloud based data management systems for engineering and CAD include the following (plus some I haven’t yet discovered): Autodesk PLM 360, Onshape, GrabCAD Workbench, PTC PLM Cloud, and Kenesto as well as Dropbox and related cloud drive systems. More traditional software is offered by ARAS, Dassault Systemes and Siemens PLM software. What follows is a summary of how some of these vendors are positioning their software.

  • Onshape promotes distributed design. Using cloud based CAD along with a fully integrated cloud PDM system allows a brand new perspective on how modern CAD systems should work. Essentially all costs for compute power and data storage are greatly minimized, easily increased, even ”borrowed” for a short duration.
  • GrabCAD’s Workbench calls itself “The fast, easy way to manage and share CAD files without PDM’s cost and hassle.” The company goes on to state “Workbench allows teams on any CAD system to work smoothly together by syncing local CAD files to cloud projects, tracking versions and locking files to prevent conflicts.” The enterprise version costs $89 per month.
  • PTC recently announced PTC PLM Cloud, stating “this solution leverages the power of PTC Windchill, while simplifying PLM adoption with a flexible, hosted subscription offering, deployable at a pace that matches the needs of SMBs.” I am not exactly sure what this means, but expect to clarify this when I speak with PTC this week.
  • Very soon, Kenesto plans to announce a cloud based system that, Steve Bodnar – VP of Strategy, calls a terrific solution for small shops, enabling them to replace their server based, in-house error prone, file based systems with a much higher function cloud based system that requires minimal change to the way CAD users work, yet improves the reliability of their data management.

Alas, how can an engineering organization differentiate which PxM technology to buy and invest their time and money in? More detail about various implementations and my assessment of them will be forthcoming in future blogs.

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Ray Kurland — I have returned to consulting and analyzing systems for TechniCom, from an early and erstwhile retirement.

References:

Onshape: I have seen it and it is good!

21 Jan 2015

I cannot yet discuss Onshape details, having agreed, as did all others who viewed the product, to an all-encompassing non-disclosure agreement.

But surely, others must have noticed the recent activity from Onshape. After more than two years of secrecy, their executives and others in the company are finally reaching out to the public. Just last week I had three calls from Onshape execs, all wanting to make sure I was aware of their product beta. Within the past two weeks they have started a blog, which now has two posts. See it at www.onshape.com. The first posted just two weeks ago was from Jon Hirschtick, Founder and Chairman of the Board at Onshape. A second blog post from Dave Corcoran, Co-Founder and the Vice President of Research and Development at Onshape reveals some new faces among the development staff along with a remark about the company’s cloud centric approach.

I must admit being somewhat skeptical when I heard the new company was founded. After all, after being around the CAD business for more than 25 years, what could possibly be new? Yet I was still frustrated after these many years with some CAD software systems general fundamentals: the software was hard to use, PDM was a pain in the butt to use, the software was still too costly and often unreliable, all vendors still wanted to lock in their users and multi-CAD usage was rare, new releases became more and more difficult to install because existing data needed to be “migrated”, PDM’s big brother (PLM) promised the moon but seldom delivered without great expense and manpower, the benefits of cloud computing was relegated to special cases because the software was designed for interactive desktop computing.

Does Onshape solve all these BIG problems? I can’t divulge any details yet, but some are being directly addressed. You can get a few clues if you carefully read Dave’s blog; there you will find some hints about where Onshape is heading.

With all this recent activity my guess is that Onshape is getting ready for a public announcement.

More to follow.

World Technology Summit 2013 reveals exciting technology

Last week, on November 14th, I had the privilege of attending the first day of the 2013 World Technology Summit. This conference gathers many of the most innovative people and organizations in the science and technology world to celebrate each other’s accomplishments; to explore what is imminent, possible, and important in and around emerging technologies; and to create the kinds of serendipitous relationships that create the future. www.wtn.net

The day was a fascinating chance to hear from and meet with some very exciting people and listen to their (thankfully short) pitches. Some were from larger well-established firms, while others were at the earliest stages of their products. The venue and the breaks allowed me to casually meet and chat with many of the principals.

I have summarized below some of the notes I took at the presentations and recollections from more casual meetings. The standouts were RelSci (Relationship Science), Hidalgo (Human Performance Monitoring) www.hidalgo.co.uk, Planetary Resources (Asteroid Mining), Interaxon (Brainwave Monitoring), and ViaSat (High speed satellite communications).

Ariel Garten, Founder and Chief Executive Officer, InteraXon Inc.

(Brainwave control for the masses)

In 2007, Ariel co-founded InteraXon, one of the world’s leading companies creating brainwave controlled products and experiences. Her team is merging technology, neuroscience, art and design. Muse, InteraXon’s brain-sensing headband allows consumers to interact with their computing devices using the power of their mind.

I had a chance to try out a demo headset, which contained three sensors that monitored alpha brainwaves. Attached to an Apple MacBook, two readouts were displayed on a screen. One monitoring my focus and the second monitoring my calmness. While the system was a bit balky I seemed to be able to control the readouts. The headsets are going on sale for $249 at www.getyourmuse.com soon. My impression was wow! This seemed an amazing system for bio feedback control, particularly for anxious individuals. http://www.interaxon.ca

Jason Pontin, Editor in Chief and Publisher, MIT Technology Review

(10 trends to watch in the next year)

The editor in chief and the publisher of MIT Technology Review, Pontin directs the editorial, platform development, and general business strategy of the company’s digital and print publications, as well as its events.

Here are what Pontin calls 10 breakthrough technologies (as best as I was able to record them) that will deform the world:

  1. Deep learning
  2. Ultra efficient solar power by changing light beams to improve the efficiency of solar panels, as have been explored using prisms at CalTech.
  3. Data extraction from cheap phones for poor country data gathering leading to better information, for instance, on disasters.
  4. Temporary social media — like Snapchat?  Creating space for making mistakes.
  5. Smart watches: need a less socially intrusive way to interact with the web
  6. Memory implants to reduce mildly cognitive memory problems.
  7. Robotic manufacturing. Today’s robots are too fixed in nature. Need more flexible robots. Automate new areas of manual work. For example – serving up burgers. What might be the impact on society and employment?
  8. Additive manufacturing. At industrial scale using metals, where the output compares in durability to machined objects.
  9. DNA sequencing. This is becoming cheap (hundreds of dollars rather than thousands) using mothers blood with little danger to the fetus. Troubling because may promote abortion. How to make decisions based on statistical outcomes?
  10. 10.Super power grids. Could conceive of DC grids with less power loss transmission.

Eric Brown, Director, Watson Technologies, IBM Research

(Moving from Jeopardy to medical science)

Eric Brown, the Director and Principal Investigator for Watson Technologies at the IBM T. J. Watson Research Center joined IBM in 1995 and has conducted research in information retrieval, document categorization, text analysis, question answering, bio-informatics, and applications of automatic speech recognition. The goal of Watson is to achieve human-level question answering performance and Brown is currently focused on applying Watson to clinical decision support in Healthcare. Efforts to move Watson to the cloud are taking place now. I am not sure about deployment, but it seems that this could go a long way towards improving physicals and emergency care. Sounds very exciting!

Neal Goldman, Chairman/CEO, Relationship Science (RelSci)

(LinkedIn on steroids)

Relationship Science (RelSci), an information services business headquartered in New York City provides a “six degrees” type of business development tool that helps users see connections between – and make connections with—influential people based on their profiles in the system’s database.

RelSci has compiled over two million influential names and their connections, charity work, work and board associates, and education to find pathways between dealmakers, power brokers, and business executives. The company has been called the “ultimate business development tool.

RelSci is relatively new, having rolled out product early this year. How does the company do this? Apparently with a herd of people in New York and India going through all sorts of publically available sources and inputting the data into their database. Designed for companies selling high value items to other businesses, a single sale might pay for the service. No service costs were discussed, but I certainly could have used such a tool in my former account executive jobs at IBM. I would be intrigued as to how the data is filtered for accuracy, since there might be substantial changes over time. It seems an ideal service business. www.relsci.com

Dan Harden, Industrial Designer, President/CEO Whipsaw Inc.

(Designing for users)

Whipsaw Inc., a highly acclaimed design firm in the Silicon Valley. Whipsaw designs products and experiences for major companies around the world including Google, Cisco, GE, Intel, Merck, Nike, Olympus, Samsung and many others. Dan directs the strategic and conceptual direction of most accounts and his focus is in technology design where he strives to make complex products simpler, friendlier, more meaningful, and more beautiful. He recently designed many hit tech products including the Google Chromecast, Dropcam security cameras, Livescribe computer pens, Eton emergency radios, Cisco Telepresence systems, Intel healthcare tablets, and Pano Logic, the first “zero client” computer.

Dan discussed how he always approaches designs from a user’s point of view and concentrates on simplifying the UI. This seems a badly needed approach to much of what design engineer’s face using their overly complex software. http://www.whipsaw.com

Ian Webster, Software Engineer at Planetary Resources

(Asteroid mapping simplified and mining TBD)

Ian Webster is a Software Engineer who founded Asterank, which was acquired by Planetary Resources in early 2013. Asterank pioneered techniques for asteroid discovery, analysis, and visualization of over half a million objects from sources such as NASA/JPL, the Minor Planet Center, and world markets. My impression: Just viewing the data on a laptop was astounding. Spinning the solar system around in real time while viewing the location of these half million objects made me realize the fascinating planarity of the planets, moons, and asteroids. Webster stated that most objects fall within 20 degrees of planarity.

Even more fascinating is the opportunity for asteroid mining. Webster stated that there is one asteroid that contains more platinum than has ever been mined on earth. That alone might seem a worthwhile target. It seems that there are a few obstacles to overcome. Besides the technology, spacecraft, methods and processes, who owns and controls these asteroids? First come, first served? How do you fend off competitors? Who determines the laws? Hmmm, interesting! www.planetaryresources.com

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What’s up with Belmont Technology?

9 Sep 2013: Last week Siemens PLM Software announced that “Belmont Technology, a venture backed software start-up founded by CAD industry veterans, has licensed Siemens’ Parasolid® software and D-Cubed™ software components to be the foundation of a new generation of cloud-based applications for the computer-aided design, manufacturing and engineering (CAD/CAM/CAE) market. The Belmont team, which includes Founder and Chairman, Jon Hirschtick, and CEO John McEleney, will use Parasolid and D-Cubed components to provide the solid modeling and geometric constraint solving capabilities that are fundamental to modern CAD/CAM/CAE applications. Parasolid and D-Cubed components are developed by Siemens’ PLM software business unit.”

So that’s news. We have not heard from Belmont in some time. Note this verbiage: “a new generation of cloud-based applications for the computer-aided design, manufacturing and engineering (CAD/CAM/CAE) market.

As I recall, this mirrors the way SolidWorks started – a long time development followed by a brilliant piece of software, delivered at the right time and making the best use of existing and soon to be future computing technology. The company, in its early stages also was brilliantly managed and established new ways to market along with a close customer-vendor relationship. Today, SolidWorks – the company, for many reasons no longer has the many of these characteristics.

So, I am speculating about the possible new product. Perhaps my 20+ years in the CAD/CAM market allow me some perspective on what might be coming. Also, I think I have a pretty good understanding of what the sticking points are in existing products. So here goes:

  • Cloud based
  • Much easier to use
    • Model building guidance that encompasses user methodology
    • Speech recognition for commands
    • Automatic initiation of model veracity as you build
    • Real time collaboration with other designers
  • Automatic management of major topology changes
  • Fully integrated with PLM from the start
  • Easy upward migration from existing CAD systems and data formats
  • Built-in simulation and analysis software
  • Real time, full time shading and visualization
  • A flexible pricing structure
  • Combines both history and non-history based modeling
  • Easier use of vendor libraries
  • A new collaboration schema among internal and external designers
  • More flexible modeling allowing easier to redesign models
  • Incorporation of requirements at the early stages of design

Even if Belmont incorporated all of these, would it be enough to convince users to move or even migrate to a new system? After all, today’s CAD systems work and pretty much can design anything. Let’s take a quick look at the past.

What convinced new customers to migrate to SolidWorks at its introduction, was its new use of variable driven modeling and history based design. The logic was that if you correctly designed the model, than changing a few variables could change the resulting design, possibly resulting in a massive savings of design engineering. Many users bought into this, including me.

Unknown to us at the time, were the inherent drawbacks to such designs. The primary one being that this only worked for MINOR changes in the variables: one that caused few topology changes. There was no way to account for major topology changes without extensive programming, an undesirable way to manage the problem. Many confusing workarounds were built to significant CAD systems that are in use today.

Another problem was how to “unwind” the history and variables when changes are desired that cannot be handled parametrically. Thus, design re-use became only marginally workable. SpaceClaim solved this by totally eliminating design history, sacrificing much of its power, yet allowing users to manage deigns more easily.

Conclusions

Belmont Technology needs to hit a home run in making mechanical design engineering and re-design engineering better than today’s systems by orders of magnitudes.

Let’s see where we stand today with major mechanical CAD software:

  • Siemens PLM Software with NX, Solid Edge and Teamcenter.
  • Dassault Systemes with CATIA, SolidWorks and Enovia
  • PTC with Creo and Windchill
  • Autodesk with AutoCAD, Inventor and Autodesk PLM 360

Each has strong offerings and are large well funded companies with global sales and marketing, large well-funded development teams, and many customers. Can a newcomer easily overturn them? It has certainly been done in the past and certainly some are more vulnerable than others. All but Autodesk have made only limited accommodations for cloud based computing, while Autodesk has gone “whole hog.” Just today, Autodesk announced monthly pricing for its entire design suite, a big change from past pricing models.

IMHO, all of these vendors MAY be vulnerable to a fundamental change in technology. But it will have to be huge or promise to be huge, while at the same time require a unique difficult to copy technology.

I look forward to hearing more.

What are your thoughts?

Why I’m Grateful for America the Great

I received this from a publicist, but I thought you all might enjoy reading it also. It was written by Todd Patkin. His bio is below.

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America’s “birthday,” July Fourth, is coming up soon. All across the United States, this holiday is a chance to grill out, watch parades, admire fireworks, and hang flags on our front porches. I would venture to say that most of us feel a swell of patriotic pride as we look at all of the red, white, and blue surrounding us. Yes, even though we all have our personal beefs with aspects of American life (just turn on a political talk show if you’re skeptical), I think that overall we know we’re fortunate to live in this great land.

In honor of July Fourth, I have written down seven reasons why I’m grateful to live in the United States of America. My list is by no means exhaustive, but I think it does represent aspects of our country that we often take for granted. This Fourth, in addition to enjoying a holiday with your community, I encourage you to reflect on how living in America has shaped your life specifically.

As an American, I’m grateful for:

• Our security. While attacks from terrorists (both foreign and domestic) have proven that the United States is not completely invulnerable, we do live very secure lives compared to many of our brothers and sisters around the world. Wars are not being fought on our soil, and our neighbors are friendly. Can you imagine what it would be like to not feel safe walking out of your own front door, or to live in a city that has been literally and figuratively torn apart by conflict? Furthermore, our fabulous law enforcement professionals are constantly on duty to make sure that our communities are safe, fair, and just places to live.

• Our standard of living. Compared to so many other people on this planet, Americans live comfortable, secure, and even luxurious lives. Most of us live in our own homes, drive our own cars, have plenty to eat, and enjoy amenities ranging from smartphones to laptops to grocery stores to movie theaters. However, I think our high standard of living can be difficult to fully appreciate unless you have traveled to other parts of the world and seen what “normal” is like in various other countries.

• The American Dream. It’s still alive and well! This is a country where you can do what you want, build a comfortable life, and even rise to impressive heights if you are positive, honest, and work hard. You do not have to be confined to a certain place or profession if you do not want to be.

• Diversity. America continues to be The Great Melting Pot, and I, for one, couldn’t be happier about it. Even in my own community, and especially around the country as a whole, there is so much variety in terms of culture, food, background, beliefs, etc. Every person and family is different, and each lives a unique life. I truly wouldn’t want to live in a place where everyone looked, behaved, and thought similarly. Over the course of my life, I have grown so much as a person because I have been exposed to new viewpoints, traditions, ideas, and experiences thanks to people around me.

• Medical care and education. Again, you may have your complaints about medical care and the education system in the United States, but comparatively, both are very high quality. People come to our country from all around the world specifically to take advantage of them. I am glad that there are professionals ready to safeguard my health around the clock, and that we are guaranteed a top-notch education at least through age 17 or 18—and longer if we choose to pursue a higher-education degree.

• Water. You can drink it whenever you want without worrying about getting sick. You can buy it bottled and by the case in many stores. You can take long, hot showers and baths. You can even immerse yourself in it if you go to a pool, river, or lake. By comparison, many countries around the world have contaminated, non-potable water and/or have to deal with major water shortages.

• The postal service. Talk about something we really take for granted but still rely heavily on even in the digital age. When you think about it, it’s amazing that you can put a letter in your mailbox and be pretty sure it will end up where you want it to go in a short period of time. I want to extend my thanks to all postal service workers who help ensure that this process remains reliable and quick.

So, who can we thank for all of these things (and many more)? Well, the America we know today is here because our ancestors came to this land—often with nothing—and worked hard to build better lives for themselves and their children. From our Founding Fathers to America’s great businessmen and inventors to the millions of individuals who crossed oceans to become citizens, we owe those who came before and paved the way for us to enjoy the comfortable lives we know today.

We should also thank America’s military, past and present. Since before the United States was officially a nation, soldiers have fought and died for our freedom, security, and national interests, and their families have borne the heavy burden of sending loved ones to war.

Lastly, we can all thank the individuals who, in large or small ways, make our own corners of America a great place to live. Teachers, medical professionals, government employees, and many, many more provide essential services without which our lives would be very different.

So, Happy Birthday, America! On July Fourth and every other day, here’s to the U.S.A.!

About the Author:
Todd Patkin, author of Finding Happiness: One Man’s Quest to Beat Depression and Anxiety and—Finally—Let the Sunshine InTwelve Weeks to Finding Happiness: Boot Camp for Building Happier People, and The Sunny Days Secret: A Guide for Finding Happiness(coming 2014), grew up in Needham, Massachusetts. After graduating from Tufts University, he joined the family business and spent the next eighteen years helping to grow it to new heights. After it was purchased by Advance Auto Parts in 2005, he was free to focus on his main passions: philanthropy and giving back to the community, spending time with family and friends, and helping more people learn how to be happy. Todd lives with his wonderful wife, Yadira, their amazing son, Josh, and two great dogs, Tucker and Hunter.

patkin-1230-hires-s

About the Books:
Finding Happiness: One Man’s Quest to Beat Depression and Anxiety and—Finally—Let the Sunshine In (StepWise Press, 2011, ISBN: 978-0-9658261-9-8, $19.95) is available at bookstores nationwide, from major online booksellers, and atwww.findinghappinessthebook.com.

Twelve Weeks to Finding Happiness: Boot Camp for Building Happier People (New Focus Press, 2012, ISBN: 978-0-9885092-0-7, $13.99) is available from Amazon.com.

Kenesto 2013 now focuses on Social Business Collaboration

28 Jan 2013: Last week I had the opportunity to meet, via the web, with Stephen Bodnar and Maya Olsha-Yehiav of Kenesto, the startup featuring Mike Payne as CEO. Bodnar is Vice President, Products and Marketing; Maya Olsha-Yehiav is Director of Customer Success.

The topic under discussion was the announcement yesterday of what Kenesto calls their Unified Social Business Collaboration Platform, a substantial change from their former business strategy offering a cloud based workflow based system.

For some background information readers can review my two previous blogs about Kenesto.

Kenesto was formerly a cloud based workflow system. Here, from my previous “what is it” blog, is a description of what they formerly did. “Aimed at the category called business process automation, this cloud-based application allows asynchronous spawning of processes. Different from similar systems that try to model processes, Kenesto builds processes on the fly. Users wanting to track a process they are initiating, for instance an ECO, initiate a process, attach documents to it, and add users to the next process by adding their email addresses. Different types of “next processes” can be defined, such as “review and approve.” At each step in the process the recipient can add additional processes that add steps to the overall process. Kenesto builds the process diagram as steps are added. Note that this differs significantly from the BPM (Business Process Modeling) approach that models processes using a cumbersome programmatic approach. Kenesto calls it Business Process Automation (BPA).”

Kenesto 2013’s Kenesto Social Business Collaboration platform expands on their workflow system by adding extensive capabilities that vastly expands their offering by adding collaboration on documents, document storage sharing and control, team building and messaging collaboration among the team, and a text based team capture and audit trail. Users can also build multiple teams, and invite users to teams. Documents automatically link to related viewers and more than 200 are currently offered, including special extensions for viewing of Revit documents.

Pricing

Pricing has now changed from buying of bundles of processes to a more traditional user based pricing. This chart is taken directly from the Kenesto.com website.

Kenesto Pricing chart

Definitions of interest (from Wikepedia)

  • Social collaboration refers to processes that help multiple people interact, share information to achieve any common goal.
  • A social networking service is an online service, platform, or site that focuses on facilitating the building of social networks or social relations among people who, for example, share interests, activities, backgrounds, or real-life connections.

Conclusions

Bodnar described what they are doing as both social business and collaboration. For companies to realize social business they usually have to deploy 3 to 7 separate technologies. For example: specialty social business sites include: Yammer, Chatter, Socialtext, Nuage, file sharing sites like Dropbox, etc. Kenesto incorporates many of these into one.

While I am a CAD/PLM guy, not a social collaboration expert, I can see quite a few things in the Kenesto demo that seem really useful. You can organize teams, add people to it, add documents that can be shared, and record textual comments of the entire team. Of course, documents can be any type of document. Different than a doc sharing site such as Dropbox, you have limited control of access to the document, for instance, viewing only. Other elements can be added, such as workflow. Bodnar states that Kenesto is “**highly** complementary to the existing PDM/PLM tools.” It seems to me that this offers more ready access to design data than many PLM systems of today. While PLM systems are more rigid in document control, they are often very difficult to navigate. Perhaps there might be some middle ground by coupling the two systems.

In summary, different than many other social business sites, Kenesto provides multiple capabilities. It’s a cloud based, secure document sharing site, has team groups, document (including CAD) viewing for team members, task management, and a history audit trail of team communication.  Yet, the solution is a general solution applicable to many areas other than engineering and design.

Try it yourself by joining the free Kenesto Community at http://www.kenesto.com .

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Wallet theft causes major distress

Last Friday my wife had her wallet stolen from her shopping cart. Her wallet was in one of those large, heavy purses that women commonly carry today. Naturally the purse was unzipped.

During her shopping she was distracted for several minutes by a seemingly friendly fellow shopper asking her questions about a product. When she went to check out she discovered her wallet missing, but thought she might have left it home or in the car. After returning home and fruitlessly searching for the wallet, she returned to the stores she had visited; they did not have the missing wallet.

Just 40 minutes after noticing the missing wallet, we received a phone call from American Express advising us that there was a potential fraud on the card. Over $4500 had been charged on the card at Apple and Best Buy!

What a mess this became to notify and card issuers and cancel the cards; to notify the police and fill out the crime reports, and to notify the credit agencies to alert them of a possible fraud and to lock our accounts against future credit card applications.

In addition, the thieves now had our home address, social security number, medical cards, and driver’s license, making us an ideal candidate for identity theft.

So in addition to the above we now have to sign up for identity theft protection for both of us.

Here is my advice as to how to prevent or ease this process for you in the future:

  • Keep copies of the front and back of all your credit cards
  • Sign the back of all credit cards immediately
  • Never put your wallet or purse in a shopping cart; instead keep it tucked under your arm
  • Keep copies of your drivers license at home
  • Beware friendly strangers while shopping

Be alert, be aware, and be prepared!

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