Will IBM return to PLM software business?

Will IBM return to PLM software business?

It is almost 2 years since Dassault Systems completed the transaction to acquire and integrate IBM PLM operations into DS. The historical IBM/DS press release is here. At the same time, IBM is continue to focus on product innovation. Navigate here and may learn about IBM product development innovation, system engineering and lifecycle support. In parallel, the adoption of PLM software is growing. More companies in the world are implementing PLM and requires more products, systems, solutions and services in PLM. For the last 3-5 years we can see how IBM is pumping infrastructure software companies… Does it mean we will see again IBM services and services solving manufacturing and product development problems? I’ve been reading Seeking Alpha’s article “So What Does IBM Mean When It Says It’s In The Solutions Business?” explains what type of solutions IBM will be providing in the future:

“It is not individual packaged products per se, but groups of related software products, services, and systems. And we know at very high level where IBM is going to focus its solutions efforts. IBM has always been about software, services, and systems – although in recent years the first two have taken front stage. The flip side is that some of these solutions areas are overly broad. Smarter Analytics is a catch-all covering the familiar areas of business intelligence and performance management, predictive analytics and analytical decision management, and analytic applications.”

I found the following video about IBM usage of system engineering to streamline smarter product development quite interesting.

During the last PI Congress in Berlin 3 weeks ago, CIMdata was talking about the need of integration between configuration management, PLM and system engineering. Peter Bilello of CIMdata mentioned such integration as an absolutely needed element of future of product innovation.

What is my conclusion? Business intelligence, decision support, system engineering and integration. These functions are quite desired by manufacturing companies to solve prod development  problems. Large companies these days are looking how to streamline product development processes. Enterprise PLM business seems to be impossible without system services and integration support. IBM is collecting a significant software stacks that can be used for this purposes. Maybe we see IBM renaissance in PLM soon? Just a thought…

Best, Oleg

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