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Heavyweight manufacturer drives digitalisation

30 October 2017

The new JCB 3CX Compact, launched in late 2015
The new JCB 3CX Compact, launched in late 2015

JCB has become a household name across the world for its distinctive yellow loaders, excavators and tractors. It is possible, however, to order a JCB machine in bright pink. In fact, there are thousands of potential variations to suit all operational and climatic requirements.

A family-owned company established in a garage in 1945, JCB now employs 12,000 people, has more than 2,000 dealerships, sells its range of 300 products in more than 150 countries and launches 50 to 60 product updates per year. Teamcentre software and NXTM software from Siemens PLM Software play a key role in JCB’s continuing success. 

Accurate and accessible digital information 

Within the company’s innovation studio, the focus is on new product development as researchers, designers and ergonomists explore issues such as health and safety, driver comfort, functionality, reliability, fuel efficiency and maintenance costs. The studio iterates with engineering teams who use NX to design parts, and once a concept design is approved, Teamcentre manages the release of all data and generates bills of materials (BOMs). 

“Teamcentre is the backbone for our development process, connecting the innovation studio with engineering, manufacturing, distribution and servicing,” says Phil Layton, general manager of engineering programmes at JCB. “Our use of Teamcentre is helping to deliver standardisation and communication across the group, enabling efficiency and speed. However, we are always looking to improve the way that systems and processes support our global business, particularly the way in which we conjure products.” 

Andrew Lodge, head of engineering systems, adds: “Our aim is to reduce non-value-added tasks, and designing a new part when an existing part could be re-used is a clear example of this. We identified that existing parts are sometimes named, coded or stored incorrectly, partly because various teams have historically kept some of their own key statistical information on departmental spreadsheets. Not only were these spread- sheets inconsistent in style, they were often quite complicated.” 

It became a priority for JCB to gather together these disparate silos of information, enable easy re-use of parts, develop a more efficient product configurator and improve the monitoring of performance. Working closely with Siemens PLM Software, JCB has been focusing on these three areas. 

Easily and quickly re-use parts 

“Twelve percent of the parts we make each year are totally new and we are looking to get this down to five percent by increasing the re-use of parts,” explains Lodge. “The ability to locate existing parts more easily is critical, and we wanted a tool that would provide a search function in the style of commercial online retailers. We were looking for a global solution with simple language and consistent naming. The answer for us was clearly Geolus, the 3D geometry search engine from Siemens PLM Software.” 

JCB new generation mini excavator
JCB new generation mini excavator

All users involved in JCB’s new product introduction process can now search by shape in Geolus software to understand if a similar part has already been created before attempting the design of a new one; this functionality is also used by non-CAD users. Geolus is being built into all of the company’s systems and processes to enable monitoring of re-use and the phase-out of redundant parts. “This shape search tool allows us to very quickly identify common or similar size and shape parts instead of having to trawl through the extensive database,” notes Lodge.

“Geolus Shape Search helps us find parts much more quickly and helps us to redesign and re-use already existing components.”

By tying in the use of Geolus with established procedures for new product development, JCB has a system that encourages ownership by users. “We have established Geolus as a searchable store that gives the weight and size of parts,” Lodge continues. “Now we are improving it by adding images, test results and performance reviews all on one page. Users are required to declare that they have used the Geolus shape search toolset and report on their own level of re-use. Teamcentre reporting and analytics will then provide definitive statistics on part re-use.” 

Developing an efficient product configurator

With 200,000 possible product variations, product configuration is a very complex process for JCB. Configuration had historically been accomplished using an array of spreadsheets, which required careful management by one key operator. With this manual method of specifying different parts it was not possible to identify issues that could arise when assembling them all together. There was also no easy means of checking for simple errors such as specifying air conditioning for a cold climate or for an open cabin without any glass. 

This was the opportunity for JCB to marry its know-how on all product options and variants with the technical expertise of the Siemens PLM Software consultants in order to implement Teamcentre Product Configurator. This brings all the possible product options and variants together in one place, creating the equivalent of a 600 percent BOM per product range or family and enabling the accurate selection of every item needed to configure any variation for a given product order. 

“We’ll be able to commonise build across the business units and control our configuration and variants with much greater ease,” Lodge notes. “This is going to allow us to check and validate our variations and our build before they hit the shop floor.” 

Innovation in action.... the unique fully suspended JCB Fastrac tractor
Innovation in action.... the unique fully suspended JCB Fastrac tractor

A clear view with reporting and analytics 

“We have all the information, and we are working out where it is and how to bring it into Teamcentre,” explains Lodge. “We have a clear roadmap for transferring our extensive, labour-intensive legacy data into Teamcentre, and once everyone is doing the same thing, reporting will become easier and quicker. We’ll learn from each other and we’ll be able to respond more speedily. We will be able to track problems and countermeasures on a global basis, use Geolus to identify parts that need to be investigated, work out common causes and share the results through Teamcentre.” 

Collaboration supports constant improvement

“We look at Siemens PLM Software as a partner, not a commodity supplier,” Lodge comments. “We are in a long-term relationship which focuses on driving up quality. Across JCB, the use of Teamcentre is gradually expanding and teams are looking at how they can gain more from the Siemens PLM tools.” 

Comprehensive use of the digital twin throughout development enables JCB to continue to make improvements, particularly within the innovation studio. Ben Watson, group head of industrial design, says: “The challenge for any manufacturer is about having confidence in the design before proceeding to tooling. We are constantly looking at ways to achieve more confidence, and for some time we have been looking at virtual reality (VR) tools that would allow us to appreciate the size and feel of a product, right down to the sensation of a digger hitting the soil.” 

Richard Biddulph, studio manager, adds: “NX is a very powerful tool, always evolving, and we are looking at using more visualisation tools to communicate with engineering. If we could, for example, take engineering data into VR and bring it to life we would really own it.” 

“Digitalisation allows JCB to spot errors and prove designs much earlier in the design process,” says Lodge. Stuart Hughes, chief information officer concludes: “JCB is known for innovation and a long-term outlook. By enabling teams to own, operate and enhance working practices, the company is continually improving, and the Siemens PLM platform is fundamental to our future.” 


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