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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

Class Structure

Show you what you are going to do.

Have you do it

Review what you did

Introduction to Workflow

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

Use it

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.

Use it

Show you what you are going to do.

Have you do it

Review what you did

Use it

Demonstration of Out of the Cloud

change Request Workflow

Use it

Show you what you are going to do.

Have you do it

Review what you did

Use it

Your Turn

Create a Change Request and

submit it through the workflow

Use it

Show you what you are going to do.

Have you do it

Review what you did

Tailor it

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.

Tailor it

Show you what you are going to do.

Have you do it

Review what you did

Tailor it

Demonstration of the changes you

will make

Tailor it

Show you what you are going to do.

Have you do it

Review what you did

Tailor it

Your Turn

Modify your Change Request

Workflow

Tailor it

Show you what you are going to do.

Have you do it

Review what you did

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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