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All Documents and Information in One Place with DMS

In the dynamic world of medical technology development, the significance of a meticulously organized document system can’t be overstated. Imagine a medium-sized tech company with a diverse range of products, from handheld diagnostic tools to sophisticated imaging systems. The backbone of their innovation? A number of documents, including technical specifications, circuit diagrams, and more, each undergoing constant updates. Without a robust Document Management System (DMS), this company could easily drown in a sea of digital files, turning document retrieval into a detective’s job.

DMS is designed to manage electronic documents — like office files and PDFs — using a database. It can either store the documents directly within the database or manage links to where the documents are stored in a file system. In both scenarios, the DMS enhances each document with metadata and keywords, making them easier to find. It also typically includes versioning, allowing access to both current and older versions of documents, which is especially useful for referencing materials from past product generations.
Another key feature of DMS is how it visually organizes documents in the user interface. Many systems use a hierarchical model, which companies can customize based on their specific needs. For example, a company might sort its documents hierarchically according to customers and projects. This setup helps to assign different projects to each customer.

Technical Documents: A Complex Relationship

In many organizations, a standard Document Management System (DMS) is often sufficient. However, for tech-heavy industries like medical technology manufacturing, a standard DMS model quickly reaches its limits. Consider this: Each microcontroller, a crucial component in numerous devices, is accompanied by an extensive set of documents — including circuit diagrams, data sheets, programming instructions, and reference manuals — that vary with each version of the product.

These documents are part of a complex relationship. A certain document is often used in several projects but is only physically saved once in a central place, such as the circuit diagram for a component used in several products. If you look at the documents for a product, you will see the document with the circuit diagram. In other words, the document collection for a product consists of references to original documents that serve as a “single source of truth”.
However, the network of relationships also includes the different roles and functions of the employees. Not everyone needs all documents at all times. At the same time, this document can only be accessed by certain employees, since not everyone needs to know the content or requires it for their work. Some examples: Technicians are interested in older circuit diagrams for a repair. Sales staff use the data sheets for the current products. The reference manual can be consulted in the support department in the event of queries, whereas hardware developers require detailed schematics and data sheets for integrating components into new products. Software developers, on the other hand, rely on programming manuals and reference documents for creating APIs.

In short, document management presents a significant challenge for technical companies characterized by complex project structures. Teams and departments may be working on the same product but refer to vastly different sets of documents tailored to their specific tasks.

THE ULTIMATE GUIDE TO PLM FOR MANUFACTURING

Unlock the secrets of PLM and take control of your product development journey. Click now for our comprehensive ‘PLM for Manufacturers’ guide!

THE ULTIMATE GUIDE TO PLM FOR MANUFACTURING

Unlock the secrets of PLM and take control of your product development journey. Click now for our comprehensive ‘PLM for Manufacturers’ guide!

The Product Data Backbone

The uniqueness of a company’s products magnifies the significance of having immediate access to relevant information and documents. All the manufacturer’s employees need to have the information and documents relating to a product on hand immediately. Today, this concept is often referred to as the “digital information twin”, reflecting all its information digitally. Traditional DMS may fall short in this capacity, prompting solutions like PRO.FILE from Revalize that specialize in DMS tailored for technical enterprises — DMStec.

DMStec maps the complex technical structures and combines the capabilities of a DMS with those of a PLM solution. At the heart of DMStec lies the product data backbone — a central digital hub that consolidates all product-related information and documents. The product data backbone acts as the backbone for information flows within a company. To that end, it merges data from different organizational units without media breaks and always keeps it updated. A central product data backbone thus enables a seamless flow of information and supports collaboration across departments. 

The implementation of a centralized product data backbone offers multiple benefits. It ensures that all information is managed centrally, reducing inconsistencies and errors. It guarantees that everyone accesses the same, continuously updated set of data, which increases product development and documentation quality. Moreover, having a shared pool of information fosters collaboration among different teams and projects. This collaborative environment not only simplifies coordination but also enriches the product development process by integrating diverse perspectives. As a result, companies are able to enhance their efficiency in product development, thereby adapting more swiftly to market dynamics.

Differentiated Views of Documents

A DMStec, such as PRO.FILE’s, provides another critical advantage: it delivers only the information relevant to an employee’s specific task or role. This efficiency is achieved through the principle of differentiated views. Each document exists only once within the product data backbone, yet it is accessible to employees in various contexts according to their needs. This approach eliminates the redundancy of document copies, which would otherwise necessitate significant updates and organization efforts.

DMStec serves as the foundational technology for managing complete product documentation throughout its entire lifecycle, from design through disposal or recycling. It houses the complete “lifecycle file” of a product. As a product is developed, all relevant information is integrated into the system, including mechanical design documents like CAD models and engineering BOMs, electrical design files such as circuit diagrams and PCB layouts, project planning materials including specifications and contracts, as well as quality assurance reports.

This consolidated pool of documents then supports the creation of further content, such as operating manuals, product brochures, and marketing campaign texts. Consequently, integrating a DMStec with an authoring system is highly beneficial, facilitating the immediate use of existing documents and ensuring that new documents are directly stored within the DMStec. Clearly, DMStec has become a strategic imperative for companies in technical sectors.
With a DMStec, document management is centralized, boosting efficiency and fostering innovation within the company. Optimized document access and management not only streamline processes and enhance collaboration but also elevate the capabilities of technical enterprises to a new level.

Find out more about PRO.FILE DMStec and start your transformation today!

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