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  • Parametric Classification
  • Automatic composition of the PDM part based on customized numbering rules
  • Driven insert of the correct attributes to encode components, assemblies and files
  • Automatic generation of descriptions through sequence of attributes
  • Automatic check of existing codes and duplicated descriptions
  • Management of external information (ex. retrieve ERP data)
  • Configurable actions on PDM part-numbers and files
  • Approval workflow with traceability of versions and revisions
  • Functions to control access to the DB of drawings
  • Configurable procedures for the execution of automatic operations on part-numbers
  • Notification management when the code status changes
  • Automatic production of PDF, PDF 3D, DXF and DWG when the code status changes
  • Revision Management

Classification and numbering plans with specific approval workflow

2D/3D CAD Integration

  • Automatic update of file properties
  • Automatic title block update
  • Automatically rename files and update CAD links
  • Automatic conversions to various formats along the approval workflow
  • Automatic BOM generation from CAD
  • Archiving technical data
  • Management of drawings and product documents
  • Management of history files with Start & Go functions
  • Project stakeholders
  • CAD project archive

Archiving technical data

Document Management

  • Documents importation
  • Template-based document generation
  • Classification
  • Folder Management
  • Automatically e-mail storage
  • Workflow
  • Sharing
  • Distribution
  • Chart and lists of distribution
  • Advanced searches
  • Revisions
  • Integration with Microsoft Office
  • Document Logs
  • Notes and Messaging tools
  • Document boards
  • Synchronizations with company applications in use
  • Team work coordination
  • Job Order Folders
  • Product documentation
  • Document Configurator
  • Document Management
  • Automatic BOMs derivation from CAD assemblies
  • Bom derivation from applications such as: ERP, Microsoft Excel spreadsheet, Database
  • Tools for creation, modification and consultation of BOM
  • Multiple BOM views
  • Configuration and saving BOM reports with export in text format, MSFT Excel
  • BOM synchronization with external systems
  • Advanced tools for BOM comparison
  • Archives / Extract drawings from BOM
  • BOM Configuration Management
  • Rule-based process automation with BOM, pdm part-numbers and drawings
  • Analysis and BOM classification
  • Change management

Bom management environment

Integrations and synchronizations with ERP systems

  • Transfer data part numbers
  • Import / Export BOMs
  • Accurate data store queries
  • Custom synchronizations
  • Configuration / automation processes for advanced synchronization
  • Product serial number
  • Product/services catalogues
  • Product organization for families, subfamilies and categories
    Multiple price lists support
  • Structure product and spare-parts management
  • Contracts and warranties management
  • Service and Ticket Management
  • Product documents management
  • Product/ service columns
  • Securities for access in consultation / modification of data
  • Report and Statistics
  • Section

Product Configuration Management

Collaboration and sharing of the company functions

  • Publication of part-numbers, BOMs and drawings released towards the business functions in the project process.
  • Sharing PDM data in consultation based on the role and on the function of the company
  • Browse assembly structure
  • Direct display of 2D and 3D pdf files
  • Research tools with custom control-access
  • Export of research results in different formats
  • Publication of part-numbers and drawings associated to suppliers
  • Automatic notification to the supplier for any new part-number revision
  • BOM drawings publication
  • Sharing of order information and tools for the active participation to the company workflows
  • Chatting tools connected to part-numbers and orders for a close collaboration
  • Boards with the latest drawings released and not yet displayed
  • Publication of technical documentation with the PDM part- numbers
  • Log access traceability to the system and successful consultation for each individual file
  • Possibility for the provider to download the zip file of the drawing BOM

Portal for suppliers

Global project team management

  • Multi-site collaborative PDM management supporting DB replication
  • Replication schedules /on demand files
  • Technical data synchronization with custom regulations
  • Visibility filters/ synchronizations of data
  • Automatic localization of the application and the values of the PDM attributes
  • Localized prints


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Corporate culture is being stressed by new paradigms that allow surprising results to be achieved in terms of design quality, costs and people involvement. The role of the integration technology between the various platforms and RuleDesigner proved to be the only solution that could guarantee the management of the company's enormous historical heritage, guaranteeing a modernization in the flows and methodologies of each individual role

Gabriele CaccinTechnical Information Systems Manager

The introduction of the No-Code approach has made it possible to activate simpler and more flexible management of the configurator. For me it was a real revolution because I went from having to depend on the supplier for any changes to implementing and testing the changes myself.

Giovanni OstacchiniTechnical Sales Manager - Koenig & Bauer

A Lean corporate management philosophy combined with the implementation of RuleDesigner®, as the company's reference information system, has allowed us to obtain complete, real-time visibility of the order status, converging towards a customer-oriented vision at the lowest cost

Operation Manager - Modulblok spaAndrea Peressi
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