I just wanted to chime in a comment on PDM and managing SW data in general.
I have direct experience with PDM which I believe might contribute to the discussion on a general level. I did battle with SmarTeam on an intimate level for over a year as the "point man" in our installation (which failed in the end due to the complexity and relative unstability of the software). We actually got to the point that our VAR dropped the SmarTeam product altogether and steered us towards PDM/Works.
By that point though the consensus across our entire engineering organization was that PDM in general is the devil incarnate and we decided that a homegrown semi-manual system was safer and more predictable. With a combination of disciplined file naming conventions, SW custom properties, SolidWorks Explorer, a simple Access database (2 tables), and a CD burner/Jazz drive we did away with the huge investment in time and money that went into our SmarTeam installation.
I should qualify the above statemenst somewhat by pointing out that our installed SolidWorks base is only about 10 seats. That's really right in the range of what PDM/Works was marketing to originally. I've heard that they've got some pretty decent size installations since we looked at them when they pretty much first started out. Being a Massachusetts based also, our offices are located less than 10 minutes from one another so we were probably one of the first 25 or 50 companies to evaluate their package.
The moral of my story?
Whenever I hear or see the name SmarTeam mentioned I'm immediately compelled to cringe and wonder/ask whether the people looking into that package know what they're in for. While I'm not "down" on PDM at all believe it or not, I do believe that sharing my thoughts and experiences with others who're interested in the topic or are exploring the possiblity of implementing PDM can offer at least some insight on the subject.
The bottom line in my opinion is to do your homework if you're considering PDM. In closing I'm going to offer a few questions to try and answer if one's looking into PDM software.
1. Ask yourself whether you NEED it? (This question turned out not to be as easy for us to answer than it seemed after all was said and done with our SmarTeam debacle).
2. What kind of functionality do you NEED? File management, archiving, checkin/checkout, simple data management (based on its reputation PDM/Works is perfect for this)? Or do you NEED to tag additional data onto the SolidWorks files (vendor names, etc.) in addition to the file management, checkin/checkout capabilities (there are lots of players here looking to spend your money)?
3. I recommend an intense review of your current practices that you would like to translate into PDM. Simplify the (excuse my use of the word) HELL out of them because from experience translating them into PDM will NOT be a painless endeavor.
4. This is somewhat of a personal opinion based upon my own experience but I'm going to share it regardless. Don't believe ANYONE who tries to sell you on a system that's "out of the box." This is analagous to someone who tries to sell you the Brooklyn bridge.
OUT OF THE BOX PDM DOESN'T EXIST! I strongly urge anyone told otherwise to get up and run as fast as you can in the other direction.
Sorry for the "book" on the subject but I hope the information helps someone out there.
Best Regards,
Chris Gervais
Mechanical Designer
American Superconductor