Post on 06-Feb-2023
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Autodesk® PLM360
Making Workflow Work for You
Ian Hadden Brian SchanenSolution Architect – PLM PLM Technical Marketing
Autodesk Autodesk
Confidentiality
Today’s discussion is covered under the non-disclosure section of the Autodesk
Participation Agreement.
The information we will be sharing is highly confidential, and is to be shared within
your company on “need to know basis” and to no one outside your company.
No Reliance
Autodesk makes no guarantees that anything presented or discussed today will
actually appear in the future.
We may make statements regarding planned or future development efforts for our existing or new products
and services. These statements are not intended to be a promise or guarantee of future availability of
products, services or features but merely reflect our current plans and based on factors currently known to
us. These planned and future development efforts may change without notice. Purchasing decisions
should not be made based upon reliance on these statements.
These statements are being made as of today and we assume no obligation to update these forward-looking
statements to reflect events that occur or circumstances that exist or change after the date on which they
were made. If this presentation is reviewed after today, these statements may no longer contain current or
accurate information.
Ian HaddenSolution Architect – PLM, Autodesk
10 years experience in working with PLM
products
Engaged in many customer deployments in
a wide variety of industries
2nd Time at AU
Your Instructors
Brian SchanenPLM Technical Marketing Manager, Autodesk
10 years of PDM/PLM experience
AU veteran speaker
Builds PLM collateral
Author, Blogger, Implementer
Your Instructors Schedule
Ian Hadden
Time Event
Tuesday 1:15 pm Autodesk® PLM 360: Making
Workflow Work for You
Wednesday 4:00 pm Autodesk® PLM 360: Defusing the
BOM
Thursday 10:00 am Changing It Up with Autodesk® PLM
360
Brian Schanen
Time Event
Tuesday 1:15 pm Autodesk® PLM 360: Making Workflow
Work for You
Wednesday 1:00
pm
Autodesk® PLM 360 Implementation:
How to Take Advantage of the Platform
for Deployment and Process
Optimization
Wednesday 2:00
pm
One Small Step for Man, One Giant
Leap for Autodesk® PLM 360
Implementation: Sprint to the Finish
Wednesday 4:00
pm
Autodesk® PLM 360: Defusing the BOM
Autodesk® PLM 360: Making workflow work for you
Code PL1895-L In this hands-on lab, we demonstrate
how to build a workflow in Autodesk
PLM 360 cloud-based software. We
cover planning the workflow and
building and defining simple condition
scripts, action scripts, and validation
scripts. After the initial presentation,
attendees work with PLM 360 to build
out their own workflows.
Learning Objectives
At the end of this class, you will be
able to:
Create a workflow in Autodesk PLM
360
Refine your business processes
Explain the requirements needed to
design your workflow
Experience the Autodesk PLM 360
workflow interface.
Class Agenda
Brief Introduction to Workflow Concepts
Use It
Have you use one of the out of the cloud workflows.
Tailor It
Modify the workflow to better suit your needs
What is Workflow?
Work flow is the automation of a business process. It can be used to insure people
follow the correct process on a repeatable basis.
Where do I start?
Understand your Business
Needs
What are the pain-points or
problems
What does the current systems
do well
What are the gaps to be filled
Laying Out the “To-Be” Process
Don’t automate a broken process
Understand what it is you want to build
You wouldn’t start to build a house without plans
Review the to-be process
What is the biggest mistake people make?
Mistaking the to-be process with the workflow
The process can contain many steps that are not needed
in the PLM system or the workflow
Class Agenda
Brief Introduction to Workflow Concepts
Use It
Have you use one of the out of the cloud workflow.
Tailor It
Modify the workflow process to better suit your
needs
Use it
Objective Statement
The objective of this lesson is to get a basic
understanding of how the “out of the cloud” Change
Request workflow works.
You will create a Change Request and use it to
automatically create a change order on approval.
Class Agenda
Brief Introduction to Workflow Concepts
Use It
Have you use one of the out of the cloud workflow.
Tailor It
Modify the workflow process to better suit your
needs
Tailor it
Objective Statement
In this lesson we are going to modify the Workflow of
the Change Request to better suit our business
process. We will be using the selections and data
entered in fields to decide the path the Change
Request will follow. This will ensure that users will
follow the correct process and helps reduce mistakes.
Please Fill Out Your Surveys
Make sure your voice is heard by
completing your surveys!
Please take the time to complete
your survey for this and every
class you attend at Autodesk
University.
Autodesk uses this information to
know what classes to offer in the
future.
Join The Discussion!
Autodesk customers and industry partners ask
questions and share information about Autodesk
products.
Regularly monitored by Autodesk employees
PLM 360 discussion forum
http://forums.autodesk.com/t5/PLM-360-General/bd-p/705
Resources – Under the Hood
Autodesk Vault and Autodesk PLM 360
Allan O’Leary, Brian Schanen and Michelle Stone
Great source of tips and tricks for Vault and PLM 360
http://underthehood-autodesk.typepad.com/blog/
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document. © 2013 Autodesk, Inc. All rights reserved.