Engineering & PLM
Connect product data and changes with clear processes.
Which drawing is approved, which bill of materials applies, and which systems need to adopt a change? We help you align engineering and PLM solutions with such tasks. Data models, interfaces, and approvals are planned together so that technical teams can work consistently and see the consequences of a change.
PTC Codebeamer: connect requirements, risks and tests
Application Lifecycle Management for requirements, risks, testing and collaboration. SYNEDAT aligns data models, links and workflows with your development processes and reviews deployment and licensing options.
SYNEDAT is a PTC partner. This page focuses on services for Codebeamer and the integration of your engineering processes.
Explore Codebeamer at PTCWhat Codebeamer brings to development
Understand change impact
Linked requirements and tests help identify evidence that needs review after a change.
Keep decisions traceable
Reviews, ownership and agreed approvals give teams a shared basis for the next development decision.
Connect risks with verification
Risk controls can be linked to requirements and tests. Completeness and suitable evidence remain part of your approval process.
ALM, PLM and CAD/ERP: where does each task belong?
Connected development needs clear data ownership. We establish which system holds each type of information and which links will help your teams in practice.
| Area | Role in development | Questions to resolve in the pilot |
|---|---|---|
| ALM · PTC Codebeamer | Link requirements, risks, tests and changes throughout development. | Which test covers each requirement, who reviews changes and which baseline is approved? |
| PLM / PDM | Manage product structures, documents, revisions and engineering approvals, for example in an existing Windchill environment. | Which product revision matches the development baseline, and which system owns each change? |
| CAD / ERP / toolchain | Connect design, material data, version control and automated checks to their respective workflows. | Which data is transferred or simply linked, and who handles failed handovers? |
From your requirements to practical results
Product Lifecycle Management connects information and processes across a product's lifecycle. A useful starting point is often a focused task: finding data, identifying an approved revision or sharing a change in a controlled way. We assess existing tools, identify handover points and test a suitable first workflow. Vendors, modules and implementation depend on your environment.
Manage product information in a structured way
Documents, models, identifiers and metadata need clear relationships. We clarify data ownership, revisions and relevant search attributes. The solution can then help users find and identify the correct design revision.
Coordinate bills of materials and variants
Product structures differ across engineering, manufacturing and service. We define required views, mappings and handovers. Existing numbering schemes, variants and rules inform a clear data model.
Design change and approval workflows
A change process connects the reason for a change, affected information, review and decision. Roles, queries and statuses are developed using real cases. Effects on dependent documents or systems should be visible before information is passed on.
Connect CAD, ERP and other systems
We identify which system owns each type of data and how information is transferred. Interface contracts, data validation, error handling and retries form part of the integration. Automation is supported by clear responsibilities.
Test data migration and cutover
Legacy data may contain duplicates, missing attributes and inconsistent revision schemes. We plan preparation and test a limited migration. Reviews by domain experts and an agreed cutover plan reveal remaining gaps.
Prepare engineering platforms for operation
Access, technical environments, changes and support need a shared operating model. Experience in software integration, automation and observability from the SYNEDAT PLATFORM can support relevant tasks. Vendor products and custom extensions remain clearly identified.
Our Codebeamer services
| Service | Our work | Agreed deliverable |
|---|---|---|
| Process analysis and implementation | Define trackers, fields, roles, reviews and approvals together. A pilot tests whether business and development teams can work with the model. Related specialist service: Process analysis and implementation | A tested process model with roles and acceptance criteria. |
| Data migration and cleanup | Review existing requirements, documents and links, define mappings and test imports. Missing information and required remediation are documented. | A verified trial import with documented gaps and mappings. |
| Integrate engineering tools | Assess APIs, OSLC and available connectors for your toolchain, such as PLM, version control and test automation. Define data ownership and error handling. | A tested exchange with an interface contract and error handling. |
| Enable your teams | Role-based training teaches agreed workflows using your projects. Administrators receive documentation for configuration, maintenance and common support cases. | Working instructions and onboarding for the agreed roles. |
| Plan operations and ongoing improvement | Scope updates, monitoring, recovery and support for the chosen deployment. Test and approve workflow changes through a traceable process. Related specialist service: Plan operations and ongoing improvement | Operational tasks, responsibilities and a prioritized roadmap. |
A starting point that fits your development organization
SMEs · start with one product module
From requirement lists to traceability
Use one product module to connect requirements, changes and tests. The pilot reveals missing links and the effort needed to maintain evidence.
Enterprise · multiple teams and locations
Coordinate distributed development
Coordinate roles, reviews and handovers across teams, giving participants defined access to relevant development information.
Illustrative images of planning and collaboration. The examples describe possible project scopes.
Build on your existing engineering tools
Depending on version and product scope, we assess options such as ReqIF for requirements, Git or Jenkins for development and OSLC links to Windchill. Integration does not automatically mean synchronizing all data: ownership, transfer direction, access rights and failure handling are defined for each connection.
Integration, automation and observability experience from our own SYNEDAT PLATFORM informs the implementation and documented operational processes.
Explore platforms and technologiesConnect Codebeamer and PLM step by step
For smaller teams, we start with one workflow and a few roles. Distributed organizations also need shared templates, data ownership and coordinated rollout phases. Before implementation, we agree on your contribution, acceptance criteria and the scope of licenses, project services and ongoing support.
A clear path to deployment
Select a real workflow
We review a product area, a typical change or a data exchange. Users, systems and known challenges determine the starting point.
Develop the data model and pilot
Required structures, roles and interfaces are defined. Representative data and tasks test technical suitability and fit with your engineering processes.
Plan deployment and support
Pilot findings, data migration and further areas are prioritized. Training, operational documentation and responsibilities prepare your teams for deployment.
What you receive
- An agreed target design for data, systems and engineering processes.
- A tested use case with documented interfaces and findings.
- A prioritized rollout plan with data transfer, responsibilities, and handover.
Three ways to get started
Engineering and PLM assessment
For a clear starting point: workflows, systems, data ownership, integration needs and priorities.
Discuss your project: Engineering and PLM assessmentData or process pilot
For practical insights: a product area, real-world tasks, interfaces, and documented results.
Discuss your project: Data or process pilotDeployment and integration
For daily use: data migration, agreed workflows, training and operational handover.
Discuss your project: Deployment and integrationQuestions before you decide
What is the difference between PDM and PLM?
PDM focuses on managing product data and related documents. PLM also addresses workflows and collaboration across the product lifecycle. The precise scope depends on your existing products and required processes.
Do we need to roll out an entire PLM landscape right away?
A bounded workflow can provide a sensible start, such as an approval process or a data transfer to ERP. Future extensions are considered. The pilot should cover enough of the workflow to support an informed decision.
Can existing CAD and ERP systems continue to be used?
We assess interfaces, data models, versions and vendor support. Existing systems can be integrated where the required exchanges are technically viable. Authoritative data sources and responsibility for error handling are explicitly defined.
How is legacy product data migrated?
We first assess quality, completeness, identifiers and revision relationships. A limited dataset is used to test preparation and import. Reviews by domain experts identify corrections needed before further data is migrated.
How can changes be made traceable?
An agreed process records triggers, affected data, checks and approvals. Roles and statuses must be clear to the teams involved. Technical relationships and suitable records are tested using specific change scenarios.
Is a specific PLM manufacturer predetermined?
Selection follows your requirements and available tools. We consider the data model, integrations, usability, operations and commercial requirements. Product licenses and vendor services are clarified for the specific project.
How do we make the solution practical for users?
Representative users should test tasks and data early. Clear workflows, appropriate training and accessible support help with adoption. Feedback and open questions inform the next implementation step.
What do you need for an initial proposal?
A specific workflow, the systems involved, typical data and known issues provide a useful starting point. We use these to scope an assessment or pilot with defined deliverables and contributions from your team. Confidential design data is exchanged through an agreed, suitable channel.
How do we start a Codebeamer project with SYNEDAT?
Start with a workshop on development workflows, tools and evidence requirements. Select a representative pilot, define deliverables and acceptance criteria, then detail implementation and licensing.
Does Codebeamer automatically meet our standards and approvals?
The tool supports structured workflows and evidence. Suitable processes, configuration, expert review and any required validation must be defined for your use. SYNEDAT supports technical implementation and documented testing.
What information is your engineering team missing at the crucial moment?
Describe a typical workflow and the tools involved. We help define a suitable assessment or pilot with testable deliverables.
Discuss your project