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4min

Two Common Agile PLM Process Extensions Holding Back Your Business

Wondering how your processes will change when it鈥檚 time to retire from Agile PLM? The answer is: for the better.

As Oracle Agile PLM approaches end of life, organizations who鈥檝e relied on the system for years face a critical juncture.听

Since the introduction of Process Extensions (PXs), over time Agile customers have been slowly building custom processes for their unique business needs, adding PX after PX to create the functionality they鈥檙e after. As a Solution Architect with 19 years of experience working on Agile PLM, I know how much its users dread leaving the system. But as the end of life looms closer, companies aiming for growth and competitive advancement must explore modern PLM solutions like that not only offer the same functionalities as Agile鈥檚 PXs but also enhance and streamline them.

Propel鈥檚 cloud-native platform offers a seamless transition, with dozens of resulting in impressive ROI.

Streamlining Everyday Process Extensions in Propel听

The traditional Agile PLM system, despite its initial emergence as a titan in the field, demands substantial maintenance and development efforts.听

For instance, Process Extensions in Agile PLM often involve third-party maintenance, slow and manual customization efforts, and a high risk of errors. With end of life approaching, legacy PXs face some extreme obstacles:

  • High Maintenance Costs: Extensive coding required for PXs leads to high costs in terms of development and maintenance.
  • Complex Upgrades: Upgrading systems with custom PXs often involves significant downtime and risk.
  • Knowledge Retention: The departure of key developers can result in lost critical knowledge, complicating future modifications.

By contrast, Propel provides the equivalent PX functionality natively, either out of the box or easily configurable. This approach eliminates the need for custom coding, simplifies maintenance, and enhances the flexibility and scalability of PLM systems.

While there are hundreds of Process Extensions in Agile, there are a handful that users rely on almost every single day. Here鈥檚 a look at how Propel compares to two of the most common PXs:

1. Agile鈥檚 Approval Matrix vs. Propel's Criteria-Based Approvals

The Approval Matrix in Agile PLM is used to determine the necessary approval groups for changes based on specific criteria. Typically, this matrix is an external file鈥攕uch as Excel鈥攔equiring manual input and decision-making by change analysts. This manual process is often complex and prone to errors, making it inefficient.听

Propel addresses these issues by offering three distinct and integrated options for configuring approval processes, each tailored to different business needs and reducing manual intervention.

1. Constant Approval Group:
Users can set up fixed approval groups that are automatically added during each approval phase upon change type creation. This is particularly useful for consistent requirements, such as including a document control group in every approval phase.

2. Dynamic Assignment:
Utilizing lookup functionality, Propel links changes to specific users within the system. This means that a user added to a specific field on the details tab will automatically be included as an approver, offering flexibility similar to Oracle鈥檚 鈥$USER鈥 for example, but more integrated into the approval process.

3. Criteria-Based Approvals:
This versatile option allows the creation of approval rules based on various criteria across objects like change, affected items, item, and item revision. Users can define up to 10 criteria, adding up to 10 user groups per criterion, ensuring highly customized and dynamic approval processes. These criteria-based approvals can be automatically added or selectively reviewed by the document control team, providing a balance of automation and oversight.

2. Agile鈥檚 Access Control vs. Propel鈥檚 Sharing Capabilities

Access Control in Agile PLM involves managing who can discover, read, or edit certain objects, using a pick list field. This method requires a manual update of access fields for each component, which can be labor-intensive and error-prone, especially for large assemblies.听

Propel enhances this with its advanced sharing capabilities, offering more automation and flexibility.

  • Inherited Sharing: In Propel, the "Accessible By" field inherits values down the hierarchy, unlike Agile, where each component needs a manual population. This inheritance ensures consistent access control across all related components.
  • Granular Control: Propel provides fine-grained permissions, allowing detailed control over read, edit, and sharing rights. Users can manage access at various levels, including exceptions for certain categories or attachment types, enhancing both security and flexibility.
  • Comprehensive Rules: Propel's sharing rules are comprehensive, controlling access at the BOM level with the ability to exclude specific categories and types of attachments from sharing. This ensures that sensitive information is protected while promoting collaboration across the supply chain.

Why Leaving Agile PLM is Critical

The impending discontinuation of Agile means that maintaining complex customizations like Process Extensions will become increasingly difficult and costly.

The future of PLM customization lies in low-code/no-code platforms that empower users to innovate and adapt quickly. Propel is at the forefront of this transformation, offering a solution that is not only powerful but also user-centric and future-ready.

Transitioning from traditional Agile PLM to Propel鈥檚 cloud-native platform represents a strategic move towards more efficient and adaptable PLM management.听

By leveraging Propel鈥檚 modern tools for criteria-based approvals and enhanced sharing capabilities, organizations can reduce costs, simplify maintenance, and ensure their PLM system evolves with their business needs.


Don鈥檛 let Agile鈥檚 end of life disrupt your operations. Learn why you need to to Propel.

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Post by
Florina Buga
Solutions Architect, Propel

Florina Buga is a Solutions Architect at Propel Software with extensive experience in implementing cloud-based solutions and managing enterprise software integrations. She is a certified Salesforce Administrator and Agile PLM expert. Florina has demonstrated expertise in driving operational efficiencies and technological transformations, previously serving as a Principal Support Engineer at Rimini Street and Oracle. Her career is characterized by her commitment to enhancing system integrations and customer satisfaction.

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Florina Buga