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Unlocking Enterprise Value with Model-Based Documentation and Connected Workflows

Unlocking Enterprise Value with Model-Based Documentation and Connected Workflows

To reduce errors and improve productivity, enterprises must empower workers with precise, real-time, and actionable information

By
Patricia Hume
January 13, 2025

In today’s manufacturing landscape, the pressure to maintain efficiency, reduce errors, and improve productivity is at an all-time high. To meet these demands, enterprises must empower their workforce with tools that deliver precise, real-time, and actionable information. One transformative approach lies in leveraging a platform that integrates model-based documentation directly tied to a single source of truth—engineering data managed in PLM, PDM, and other systems.

This integration allows frontline workers to access up-to-date, interactive, multimedia content that is directly linked to engineering designs. By bridging the gap between the digital and physical realms, these platforms deliver unmatched clarity in tasks while enabling error-free execution. However, the true power of such a system emerges when workflows—backed by the platform’s capabilities—are layered into the process, amplifying enterprise value exponentially.

Direct Integration with Engineering Data: A Game-Changer

The traditional method of maintaining separate engineering documentation and operational workflows often results in data silos, versioning issues, and inefficiencies. With a model-based documentation platform that integrates seamlessly with PLM and PDM systems, these challenges are eliminated.

  • Single Source of Truth: Integration ensures that all documentation pulls from the latest engineering data, eliminating discrepancies and errors.
  • Clarity in Task Execution: Interactive, multimedia-rich content—including 3D models, videos, and annotations—offers frontline workers a clear understanding of their tasks.
  • Efficiency Gains: Workers can interact with up-to-date CAD data, ensuring that any changes or updates are immediately reflected in their documentation.
Connected Workflows: Multiplying Value

While the foundational value of model-based documentation is significant, the introduction of connected workflows supported by the platform exponentially increases its impact. One compelling example is the integration of part ordering workflows into maintenance and service manuals.

The Power of Connected Workflows: A Real-World Example

Imagine a maintenance technician identifying a component that needs replacement. Traditionally, ordering a replacement part involves manual effort, cross-referencing part numbers, and navigating disparate systems—all of which are prone to errors.

With a connected workflow:

  1. Interactive Ordering: The technician interacts with the 3D model in their maintenance manual, clicking on the object that needs replacement.
  2. Metadata and PMI Integration: The platform automatically identifies the exact part number and quantity, using metadata and PMI data embedded in the model.
  3. Seamless System Integration: The order request is instantly workflowed back to enterprise systems (e.g., ERP) through the digital thread.
  4. Error Elimination: The process eliminates the risk of ordering incorrect parts, saving time and reducing costs.

This streamlined workflow demonstrates how a platform’s drag-and-drop, no-code capabilities enable enterprises to avoid IT bottlenecks, empowering business users to create and manage workflows independently.

Why No-Code Capabilities Matter

Traditionally, implementing such workflows would require significant IT involvement, leading to delays and added expenses. With no-code capabilities:

  • Empowerment: Non-technical users can design and deploy workflows without specialized training.
  • Agility: Enterprises can quickly adapt workflows to changing needs, ensuring continuous improvement.
  • Cost Savings: Eliminating the reliance on IT reduces overhead costs and accelerates implementation.
Driving Enterprise Efficiency and Excellence

The combination of model-based documentation tied to engineering data and connected workflows redefines operational efficiency. It ensures that frontline workers have the tools they need to perform their tasks accurately and effectively. Additionally, by eliminating silos and enabling seamless integration across systems, enterprises unlock unparalleled value.

Conclusion

As manufacturing evolves, the need for platforms that bridge the digital and physical worlds becomes increasingly apparent. By leveraging model-based documentation, connected workflows, and no-code capabilities, enterprises can:

  • Improve task clarity and worker productivity.
  • Eliminate errors and inefficiencies.
  • Drive continuous improvement through seamless integration and agility.

The result? A workforce empowered to excel, and an enterprise positioned to thrive in the face of modern challenges.

At Canvas GFX, we strive to empower the front-line workers with the tools they need to excel. Our mission is to transform the way enterprises deliver and leverage technical and frontline knowledge by providing cutting-edge, model-based solutions that integrate seamlessly with digital ecosystems.

We strive to:

  • Enable the creation of dynamic, interactive, and accurate technical content.
  • Empower frontline workers with intuitive, workflow-driven tools for safety, quality, and productivity.
  • Drive the adoption of model-based practices by integrating with single sources of truth such as PLM and PDM systems.
  • Foster collaboration, feedback, and continuous improvement across the enterprise.
  • Deliver unparalleled value through no-code/low-code solutions that simplify and enhance the documentation process.

By focusing on these principles, we aim to set the standard for modern technical communication and play a pivotal role in shaping the future of model-based enterprises.

Visit us at www.canvasgfx.com to learn more.

About the author
Patricia Hume
Chief Executive Officer
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