Improve Your PLM/CAD Data Migration Strategy

Improve Your PLM/CAD Data Migration

PLM/CAD Data Migration can be complex and time consuming. However, you can increase your chances of success and ensure a smoother, less expensive process by implementing a sound migration strategy. Whether you plan to transfer legacy data to modern systems or migrate to a new system to adapt to the ever-changing IT landscape, you must strategize accordingly.

Today’s rapid technological advances make PLM/CAD data migration inevitable. Unfortunately, companies often fail in preparing a complete PLM/CAD data migration strategy the right way for a successful data migration. Planning your strategy effectively with the right team and tools can prevent the loss of millions in productivity and downtime.

OpenPDM is your tool to help your PLM/CAD Data migration. 

How then, can you ensure that your PLM/CAD data migration strategy is complete?

According to PROSTEP experts, here are 3 ways to improve your data migration strategy.

  1. Understanding how your business operates to document requirements properly.  
    • As a strategic planning challenge, you’ll have to understand how data is used in your business. How will your data migration strategy affect the users working in the new system? Have your employees been trained to use the new system? Will they be productive on day one, or will they be hindered by lack of access or understanding?
  2. Understanding how different systems from different vendors operate and store data.
    • The challenge lies in comprehending the different architecture of different systems to scope and map your technical requirements effectively. Many new implementations of PLM are not fully understood by the primary stakeholders which may drive poor decisions in data modeling and practices.
  3. Promoting your new system.
    • You need a public relations campaign focused on the benefits of the new system. Understanding the rationale behind the move is key, so be sure to explain the specifics about why you are moving to the new system. Often when you don’t have buy-in from the company as a whole, your project is doomed to failure.

Are you considering a PLM migration?  

Because transferring large amount of data can be complex and challenging, you’ll want to follow effective strategies for PLM migration. Each use case is different and some cases may benefit from what is called a ‘one time’ aka ‘Big Bang’ migration vs. an incremental migration where the migration doesn’t need to happen all at once.  Users can move to the new system and remain on the old until the migration is complete.

Which PLM Migration strategy fits your use case?

BIG BANG MIGRATION – Data transfer all at once

One Time Migration - Extract Transfer Load

One-time migrations, aka ‘Big Bang’ or bulk migrations, give you the ability to export data from the source system to a staging database (extract). Data is then mapped to the target system format and any data issues are fixed (transform). Once completed, the entire staging database is imported to the production system.

Incremental migration – data transfer in stages

PLM Transactional Migration

Incremental migrations allow more complex enterprises to transition from one PLM to another.  Migration does not need to happen all at once. Instead, it moves at a pace of your choosing. Users can move to the new system with a new project or remain on the old system until the completion of the existing work.  Data ownership is transferred from the old system to the new system and information is synched from the owning system based on the system of record.

Are you answering the right questions before your migration?

From a systems architecture view:

  • Are you replacing or re-aligning your current plm system?
  • Will a brand new target system be setup?
  • Are you migrating to an existing system?
  • What interfaces to other systems will you need?

From an organizational view:

  • What are the deadlines and timeframes for your migration?
  • Do you have the right internal and/or external resources?
  • Will this be completed in-house or will you hire someone?
  • What is your budget?

From a process view:

  • Which processes are you implementing?
  • Which cross-system processes are you implementing?
  • Which data are you sharing between old and new systems?

From a data view:

  • What data are you providing?
  • How much data are you providing?
  • What is the quality of your meta data and CAD data?
  • Are you migrating the whole history?
  • What is the quality of the historical data?
  • How will you transform old data to fit new processes?

PLM Migration



3 Keys to a Successful PLM  Migration with SIEMENS

3 Keys to a Successful PLM   Migration with SIEMENS - Presentation


Integration/Migration of CAD Data in 3DEXPERIENCE

Integration/Migration of CAD Data in 3DEXPERIENCE


Best Practices in Engineering Migrations

​Best Practices in Engineering Migrations - Webinar Slides

Download the OpenPDM Data Sheet

Integration and Migration Solutions from PROSTEP

OpenPDM - PLM Integration and MigrationOpenPDM DataSheet Download

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PROSTEP is the world's leading product life cycle integration and migration specialist for the discrete manufacturing industry.

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