I had chance to read “SAP, Oracle and ‘Real’ Real-Time Apps“. I think it is an interesting read. SAP and Oracle are two large players in the PLM space, even their PLM agenda seems different from the agenda of PLM mindshare leaders such as PTC, Dassault and Siemens PLM. The conversation about data and real time made me think about what is the possible value of real-time application in PLM domain.
Real Time Data Foundation
Data Warehouse for the long period of time was the ultimate option proposed by large middleware and ERP vendors to consolidate enterprise information. However, it is considered as a complicated option and most of the companies were not moving fast to explore this solution from all possible aspect options. I wonder if the data warehouse can move forward and propose some better options to consolidate informational streams. The following quote is interesting:
In-memory and column-oriented technologies have been around for years, and vendors like Sybase and Vertica have been talking about 10X to 100X data compression for nearly as long. Did it really take an application vendor to think outside the box of the database market as we know it? Has it really been beyond outfits as talented and well-funded as IBM and Teradata to tackle these problems? Or have the database vendors been protecting the status quo and certain revenue streams? It seems even Oracle’s OLTP- and OLAP-capable Exadata doesn’t aspire to replace the data warehouse layer as we know it.
My guess is that we probably are going to have some changes in this space soon. These two vendors will try to deliver a platform to enable data syndication in the real time. It can come as part of Oracle Fusion or SAP new development following Sybase acquisition. In parallel, I’d expect some additional experiments in this space coming from multiple smaller vendors in providers. What are PLM options and opportunities in this space?
PLM Real Time Options
In my view, PLM is watching very carefully to everything that is going in enterprise data space. PLM vendors are in the continues fight with their biggest rivals (SAP and Oracle) about the data ownership in the organization. What are PLM options in this real-time game? I see two potential aspects in the real time space for PLM: 1/Real time communication; 2/Real time information. Real time communication is all about the ability to collaboration — connect, share, modify, co-develop. In my view, this is a strong side of PLM in real time. I see PLM companies introduced new products helping to designers to collaboration. The second option (Real Time Information) is actually creating much less excitement in my eyes. Real time information in manufacturing organization is all about how to get all synchronized up to date information available. PLM vendors talked a lot about federation and integration in the past. However, it never came to real-time information availability.
What is my conclusion today? I can see two main sides of real-time in PLM: Real Time Communication and Real Time Information. It seems to me PLM won the first round in their ability to lead collaborative work by allowing people to communication online on their design. But, the second problem (Real Time Information) can be a place where middleware and ERP vendors may have an advantage by syndication of information into Real Time Data Warehouse of the future. I think, some PLM vendors will think about how to provide information in this space too.
Just my thoughts…