Success Path
Everything you need to streamline your Windchill PLM solution

Overview: Streamline Your Windchill PLM Solution

Use this guide to plan, design, develop and deploy these changes to your Windchill PLM solution. This guide provides step-by-step instructions and key objectives as you plan to streamline your customizations and make decisions based on what your organization needs to succeed with the Windchill PLM solution.  

The information in this guide is useful for:

  • Project managers and other project stakeholders
  • System administrators
  • Technical staff
  • Subject matter experts

The word streamline is used throughout this Success Path. To us, streamlining means returning your Windchill PLM solution to follow PTC's best practices to work as fast and easy as possible for your organization.

The process to streamline your Windchill PLM Solution is a journey, not something that happens all at once. Start by examining your current Windchill PLM solution set-up, comparing your set-up to PTC's best practices, reviewing available functionality, and evaluating which customizations to remove over time.

Why consider streamlining?

Streamlining has two main parts:

  1. Standardization: Analyzing and reworking your customizations to make them compliant with PTC's best practices for customizations.
  2. Optimization: Using OOTB functionality to replace existing customizations.

We designed your Windchill PLM solution to be fast and easy to use. Our Windchill PLM solution offers several ways to meet your business needs. It provides a strategic way to monitor, track, and manage people, information, and processes at every phase of your product's lifecycle, from initial planning to retirement. Out-of-the-box (OOTB) functionality provides pre-defined options and is available immediately after installation.

However, you may have customized your Windchill PLM solution in the past to meet your specific business needs. Now, your organization wants to streamline your Windchill PLM solution to achieve new business needs, upgrade the software, reduce overall costs, improve system performance, or meet other business requirements.

You may want to streamline your Windchill PLM solution to:

  • Upgrade your system
  • Improve your system performance and the scalability of your solution
  • Reduce your cost of ownership
  • Improve your system performance and customer experience
  • Use new OOTB functionality that is not available with an older, customized solution
  • Move to the PTC Cloud

Maintenance usually accounts for the highest cost for maintaining a highly customized PLM solution. You may decide that your organization can get more value from Windchill PLM Solution without some or all your current customizations. Streamlining your Windchill PLM Solution to OOTB functionality may align better with your business needs. If you want a SaaS option for your Windchill PLM solution, PTC has introduced Windchill PLUS. Windchill PLUS offers:

  • Reduced maintenance
  • Lower cost of ownership
  • Seamless upgrades
  • Faster implementation
  • Secure collaboration with internal and external stakeholders
  • Faster time to market

You'll get the Windchill PLM experience you've come to trust in a PTC-hosted and cloud-based service.

You won't be eligible for Windchill PLUS if your Windchill PLM solution has the following customizations or integrations:

  • Customizations
    • Modified OOTB classes
    • Override of validators, data utility, or services for configuring OOTB UIs
    • Modeled objects
    • Info*Engine
  • Integrations
    • Using a VPN
    • Point to point / JDBC adapter
    • Info*Engine

If you're unsure if you have any of these customizations in your Windchill PLM solution, PTC's Windchill Performance Advisor can help assess your system.

Start your journey to streamline your Windchill PLM solution if you're interested in what Windchill PLUS can offer but aren't eligible yet.

For more details about Windchill PLUS, reach out to your customer success manager or sales representative.

Your Windchill PLM Solution incorporates the needs of people in your organization, the business, and your organization's processes and data. To determine how to streamline your Windchill PLM Solution, figure out the gap between the latest available OOTB functionalities and your Windchill PLM's current customizations. Think about your solution needs on a financial and functional level. Ask yourself:

  • What is the gap between the latest OOTB functionalities and our current customizations?
  • Are customizations successfully filling this gap?
  • What does it currently cost us to fill this gap?
  • Are there OOTB functionalities that can now fill this gap?
  • What will this OOTB solution cost us?
  • What value do we gain by reverting to OOTB functionalities?

Deciding how to streamline your Windchill PLM solution is an important decision. Certain factors help you determine if this is the right decision for your organization. This process is extensive, and the outcome impacts different teams and your other systems. Understanding what happens when you remove customizations is a great place to start.

This Success Path has four phases:

  1. Plan
  2. In this phase, your organization should plan how to allocate resources  for the project and set an expected timeline for production. This phase includes cross-functional collaboration, requirements gathering, standard system maintenance, quality assurance, a change management plan, and training updates. In this phase, you must know and understand your existing customizations and the business needs they were created to meet. Then, determine if any available OOTB functionalities meet that same business need. Finally, refer to the latest product version for all its OOTB functionalities.

  3. Design
  4. In the design phase, you’re designing a solution with fewer customizations. You’ll need to discuss and confirm details about configuring OOTB functionalities to meet the same business need your current customizations met. This is the ideal time to plan what you will do with your organization’s current data , consider how a new design will work with configuration limitations, prepare for implementation, begin documenting your use case, and prepare for testing. You’ll want to consult other stakeholders about how to manage your data.

  5. Develop
  6. In the development phase, you should know and understand useful OOTB functionalities that are available and the customizations to remove to access them. It’s beneficial to revisit stakeholders to confirm how to manage your current and future data. This is a tactical step, so be sure you take the approved approach to manage your organization’s data.

  7. Deploy
  8. The deployment phase is when your planning turns into action.

These four phases will help you streamline customizations and handle other changes necessary to complete the project successfully.

And remember, it’s a journey. Your Windchill PLM solution rarely changes overnight.


What is a Success Path?

A Success Path is an online guide to help you implement a specific PTC product at your organization. Each path provides step-by-step instructions from the early planning stages all the way through to deployment. Use a Success Path to help your organization get the most out of a product and achieve your business goals.

See all Success Paths

Did you find this helpful?


Technical Support

Log a case with eSupport using your Service Contract Number. Don’t have it? Ask the Community.

Product Documentation

Find step-by-step instructions and information in the Help Center.

Ask the Community

Visit the PTC Community to get product assistance, share ideas, and browse information about Windchill PLM.

Contact Us

Have a question? Submit your contact information and we’ll reach out within 1 business day. You’re never obligated to purchase or commit.