Innovator Spotlight: Schaeffler

Leveraging PLM to build a digital thread for mechatronic design and software-driven innovation, Schaeffler is redefining digital innovation across their organization.

Leading globally through innovation, agility, and efficiency

For more than 70 years, the Schaeffler Group, as a leading global automotive and industrial supplier, has been driving forward pioneering inventions and developments in the fields of motion and mobility. Digital innovation is an integral part of the Schaeffler world and has opened opportunities for them and their customers along the entire value-added chain. Schaeffler wanted to optimize their engineering IT environment to create an integrated, agile, and consistent IT landscape for developers. Fully embracing the digital transformation and seeing it as an opportunity has allowed them to exceed expectations in building a digital thread for mechatronic design and software-driven innovation.

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Challenges: Becoming an agile organization

Schaeffler has spent decades working in the field of bearing supports for moving machine parts, so they understand the critical factors that impact electronic components in mechatronic systems. However, they needed to develop a more systematic approach and an end-to-end development environment to support new “cross-discipline” innovations. For example, electric axles and drive-by-wire systems (steering without a steering column) are key elements of their electric mobility strategy but require increasing software skills, tools, and processes. Mechanical and hydraulic components are being replaced by electrical and mechatronic parts. Additionally, the IT infrastructure (ERP, PDM, PLM) must transform to bring these systems closer together through digitalization and automation to meet mechatronic needs.

Improving competitiveness through transparency and complexity reduction

Software-driven innovation

Software-driven innovation posed many challenges at Schaeffler as they looked to understand the needs of their customers. This included the need internally for a cultural shift towards software-centric approaches, difficulties with legacy systems, and at times, limited resources. Financial challenges arise as well from the cost of initial investments and integration, while architectural and regulatory issues require improved solutions. Additionally, Schaeffler needed to rethink development and supplier relationships, with a focus on transforming corporate culture.

Regulatory and customer needs

The requirements for Schaeffler’s products are increasing significantly, so they must prioritize compliance, such as cybersecurity and product safety, to prevent manipulation. Ensuring functional safety and meeting automotive and industry standards is crucial. With new alternatives in engine drives and evolving regulations, safety and cybersecurity are key. They cannot release products without addressing these issues comprehensively.

Enterprise collaboration

At Schaeffler, collaboration is a challenge due to thousands of people working on a single product across different global locations. This requires more formal communication and the use of advanced digital collaborative tools. Additionally, as digitalization advances, the need for stronger collaboration between engineering, manufacturing, and supply chain teams has become increasingly important to ensure smooth operations and efficient product development.

The digital thread—the strategy behind Schaeffler’s digital agenda.

Successful execution of any strategy begins with the workforce and management team relying on transparency, trust, and teamwork. Schaeffler is establishing a digital thread with targeted measures that are changing the perception of IT, reshaping the culture, sharing data, managing change, and more. These include:

  • Visibility – Improve traceability, leading to increased efficiency.
  • Enablement – Enhance the daily workflow of engineers.
  • Measure – Collect feedback from groups.
  • Motivation – Reduce time spent on repetitive tasks.
  • Trust and Confidence – Ensure high data quality and openness.

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Solution spotlight

Model-based definition/Model-based enterprise

MBD/MBE are crucial elements for Schaeffler to ensure continuity from model design and associated data to all downstream processes. By relying on digital models as a single source of truth, Schaeffler eliminates missing or misinterpreted information, promoting clarity and reducing errors. The use of 3D models enhances traceability throughout the product lifecycle, enables better change management and decision-making.

Digital thread

Schaeffler leverages a PLM-based digital thread to enable consistency, collaboration, and alignment across the enterprise by providing a continuous flow of accurate product data. For Schaeffler, the digital thread serves as a foundational enabler of successful digital transformation initiatives by establishing a more integrated approach across design, engineering, and manufacturing.

Enterprise collaboration

Enabling and improving collaboration across a worldwide organization is a key component of Schaeffler’s digital transformation initiatives. By using PLM as the centralized data source, Schaeffler is able to leverage the power of a digital thread to centralize data, making it available to all relevant stakeholders. Schaeffler enables end users with access to the right product information at the right time and in context.

Requirements and change management

For Schaeffler, effective requirements and validation practices are more than just an integral part of developing and engineering complex products and systems. They are vital to mitigating risk and ensuring customer satisfaction and regulatory requirements. Change management plays a crucial role in the support process helping to control the configuration management.

Creo—generative and multibody

With a network of Creo users, generative and multibody design brings speed, agility, and consistency to Schaeffler’s product design. Generative is leveraged to optimize designs early in the concept phase to meet requirements and reduce weight and overall cost. With multibody, more innovative designs are developed faster with existing workflows.

Model-based definition/Model-based enterprise MBD/MBE are crucial elements for Schaeffler to ensure continuity from model design and associated data to all downstream processes. By relying on digital models as a single source of truth, Schaeffler eliminates missing or misinterpreted information, promoting clarity and reducing errors. The use of 3D models enhances traceability throughout the product lifecycle, enables better change management and decision-making. Digital thread Schaeffler leverages a PLM-based digital thread to enable consistency, collaboration, and alignment across the enterprise by providing a continuous flow of accurate product data. For Schaeffler, the digital thread serves as a foundational enabler of successful digital transformation initiatives by establishing a more integrated approach across design, engineering, and manufacturing. Enterprise collaboration Enabling and improving collaboration across a worldwide organization is a key component of Schaeffler’s digital transformation initiatives. By using PLM as the centralized data source, Schaeffler is able to leverage the power of a digital thread to centralize data, making it available to all relevant stakeholders. Schaeffler enables end users with access to the right product information at the right time and in context. Requirements and change management For Schaeffler, effective requirements and validation practices are more than just an integral part of developing and engineering complex products and systems. They are vital to mitigating risk and ensuring customer satisfaction and regulatory requirements. Change management plays a crucial role in the support process helping to control the configuration management. Creo—generative and multibody With a network of Creo users, generative and multibody design brings speed, agility, and consistency to Schaeffler’s product design. Generative is leveraged to optimize designs early in the concept phase to meet requirements and reduce weight and overall cost. With multibody, more innovative designs are developed faster with existing workflows.

Implementation spotlight: Windchill

At Schaeffler, Windchill serves as the core tool for integrating mechanical, electronic, and software elements across product development. Acting as the "brain" or "internal motor," it centralizes all data, helping to overcome one of the biggest challenges—breaks in the digital value chain. Windchill forms the home base for collaboration, ensuring seamless flow across different systems. Its open architecture enables smooth integration with other enterprise systems, creating a strong foundation for a product-driven digital thread. This comprehensive PLM system offers out-of-the-box functionality and highly configurable, role-based applications that enhance operational efficiency. Windchill also extends self-service access to traceable product data for non-experts, minimizing over-customization and complexity. This integration empowers Schaeffler to maintain continuity in its digital processes and provide the necessary data to users across various systems, supporting both internal and external collaboration.

Collaborative product development

Schaeffler leverages collaborative product development to deliver increased productivity, self-service, governance, accuracy, and visibility, while minimizing time to market, manufacturing disruptions, poor product quality, and production cost. Learn More

Engineering change management

Schaeffler utilized the change management features in Windchill to set up and automate change workflows, create change review boards, and manage updates efficiently. This approach ensures traceability and compliance, while integrating with manufacturing systems for modifications in both products and processes. Learn More

Product data management

Enables Schaeffler to consolidate control, optimize processes, and improve collaboration through features such as comprehensive CAD data management, secure role-based access, streamlined workflows for releases and changes, ECAD data synchronization, multi-CAD editing, and additional functionalities. Learn More

BOM management

Schaeffler utilizes BOM management features to enhance product development by incorporating 3D visualization, inline editing, structure comparison, part standardization, variant management, supply chain integration, software BOM alignment, and historical data analysis. Learn More

Product variability management

Schaeffler successfully simplified complex product customization by utilizing powerful configuration tools, logic, and change management, enabling dynamic product variations, while ensuring quality control. Learn More

Explore PTC’s Windchill, the product helping Schaeffler achieve their digital innovation initiatives.

Experience the power of the digital thread and enable the seamless flow of information across the enterprise.

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