Siemens PLM Software firing on all cylinders

22 Sep 2010: Yesterday Siemens PLM Software (SPLMS) kicked off its annual analyst conference in Boston, MA, following a years hiatus due to the economy in 2009.

As usual, a really packed day resulted in information overload by early afternoon. Alas, we are not scheduled to get any of the PowerPoint slides until later today so I cannot yet share any with you. Nevertheless, after nine hours of listening, 30 pages of notes, and viewing hundreds of slides, here is short list of the more significant highlights of the day:

  • The transition to new President Chuck Grindstaff seems to be going smoothly. Surrounded by an experienced team of long time PLMers, Chuck is upbeat and feels confident about the transition. Long the technology strategist, he plans to continue as CTO, at least for a while.
  • Following a “difficult year” in 2009, Siemens business is up more than 25% this year. The company trotted out a chart of their success, for example, in the auto industry, noting that 12 out of 15 of the top players now use Teamcenter, traditionally a Dassault Systemes (DS) stronghold. Not only that, but they are displacing DS’ V6 with NX in several accounts. Other top performing industries include aerospace and surprisingly, shipbuilding. Tony Affuso pointed out that being a part of Siemens helps enormously in winning large and very large accounts, because of company stability (120 years in business) and the synergy with other parts of the Industrial Automation Group.
  • On the technology front, Teamcenter is expanding its offering rapidly into new applications. Notable among them is a new System Engineering application that now allows validating products based on customer requirements – one I have long awaited. Solid Edge ST3 is on the horizon. A pre announcement briefing is schedule for later today. Two customers spoke glowingly of its use. Mechatronics Concept Design was oft mentioned today as a new application about to be released. It combines a physics gaming engine along with a hew UI, allowing early concepts to tie together electrical and electronic system into early design. We are due to hear more later today and I will update my readers as I find out more about the technology.
  • For many years I have been a lone voice in the woods imploring PLM vendors to make access to the reams of data easier. SPLMS shows the promise of delivering with HD-PLM. Not exactly sure about what is involved to make this work for each client, but Grindstaff intimated that it could be done with minimal efforts. Their goal is to provide clients access to the massive amounts of data so organizations can customize displays that make sense of often used data. For example, by displaying the graphic of a full car, and color-coding all late items red, a user can instantly see the project status. How about where it does not meets specs, or over cost, or needs work for fit and finish? Wow, this is exciting!
  • Many customers spoke about their implementations, perhaps none so eloquently as Amy Gowder, Director of Performance Excellence of Lockheed Martin Aeronautics about their use of SPLMS software on the JSF program. Working with 3 major variants of the product and 10 international partners companies, they have so far avoided major fit issues as have plagued Airbus and Boeing. Gowder noted that their success is not based on software, but on changes to the ways they work. Wonder how I can get a flight in the Harrier replacement variant?
  • More to come . . .

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