SOLIDWORKS Manage: The PLM Platform More Organizations Should Be Considering
ByxLM Solutions
SOLIDWORKS Manage may not receive the same attention as larger PLM platforms, but its combination of workflow automation, business process management, reporting, and tight SOLIDWORKS PDM integration makes it a compelling option for organizations looking to extend PLM across the enterprise.

When people discuss Product Lifecycle Management (PLM) solutions, the conversation often centers around the industry’s largest platforms. However, one solution that deserves more attention is SOLIDWORKS Manage. At xLM Solutions, we’ve been involved in a growing number of SOLIDWORKS Manage implementations and extensions over the past several years. While it may not receive the same level of marketing attention as some enterprise PLM platforms, we’ve found it to be a powerful and highly flexible solution for organizations looking to extend their data management and business processes beyond traditional PDM capabilities.
What Is SOLIDWORKS Manage?
SOLIDWORKS Manage is positioned as a full PLM platform that can operate as a standalone solution or be tightly integrated with other systems, most notably SOLIDWORKS PDM Professional. For organizations already using SOLIDWORKS PDM, Manage provides a natural path to expand beyond CAD file management without requiring a migration to an entirely new PLM system. It allows companies to leverage their existing PDM investment while introducing more advanced lifecycle management, process automation, reporting, and project management capabilities across the organization. A simple way to think about it is: SOLIDWORKS PDM manages your CAD data. SOLIDWORKS Manage manages everything else.Core Capabilities of SOLIDWORKS Manage
SOLIDWORKS Manage provides a broad range of PLM capabilities, including:Document Management
Manage provides centralized control of business-critical documents and records, helping organizations maintain consistency, traceability, and visibility across departments.Item and Bill of Materials Management
With strong integration to SOLIDWORKS PDM, Manage can work with CAD-driven BOM structures while also supporting non-CAD components, purchased parts, documentation, and other business records.Process and Workflow Management
Organizations can create and automate approval processes, routing workflows, and business procedures such as:- Engineering Change Requests (ECRs)
- Engineering Change Orders (ECOs)
- Engineering Change Notices (ECNs)
- Customer request approvals
- Quality and compliance processes
- Document release workflows
Project Management and Time Tracking
Manage includes project planning, task assignment, resource management, and time tracking capabilities that help engineering organizations better manage projects and workloads.Reporting and Dashboards
Real-time dashboards and reporting capabilities provide visibility into key business metrics, process performance, project status, and operational KPIs.Open Integration Framework
Manage includes a RESTful API and data import capabilities that enable organizations to integrate with ERP systems, migrate legacy data, and extend functionality beyond standard out-of-the-box capabilities.How Organizations Are Using SOLIDWORKS Manage
One of the reasons we continue to see interest in Manage is its ability to connect engineering data with broader business processes. For example, at one customer, the mechanical design data is managed in SOLIDWORKS PDM while the product structure and associated business records are managed in SOLIDWORKS Manage. The CAD BOM structure is synchronized into Manage, where users add purchased components, non-modeled items, and supporting documentation. From there, the entire package is routed through a controlled engineering approval and release process. The workflow ensures that designs are reviewed by the appropriate stakeholders before being released in both Manage and PDM. Once approved, downstream users in manufacturing and on the shop floor are automatically notified that new or revised information is available and how it should be dispositioned. In another implementation, the process begins with a customer request entered into Manage. The request is routed through a configurable review and approval workflow. If approved, the system automatically initiates additional processes, including creating a product structure within SOLIDWORKS PDM so engineering can begin designing the requested product. These types of workflows help organizations eliminate manual handoffs while improving visibility and process consistency.Highly Configurable Without Custom Code
One of the aspects we appreciate most about SOLIDWORKS Manage is its configurability. In many cases, organizations can implement sophisticated business rules without writing custom code. Examples include:- Showing or hiding fields based on user selections
- Making fields required under certain conditions
- Controlling who can view or edit information
- Assigning tasks automatically based on configurable criteria
- Driving workflows based on field values and record states
Integration Options Beyond the Platform
When organizations need capabilities beyond configuration, SOLIDWORKS Manage also provides a fully supported RESTful Web API. ERP integration is a common example. Depending on business requirements, organizations can integrate Manage with ERP systems using several approaches, including:- Third-party fields that display ERP information such as cost, supplier data, or inventory levels directly within Manage
- BOM exports to XML or CSV files for ERP consumption
- SQL-based integrations that monitor and process changes
- API-based event triggers using ActiveMQ for item creation and update events
More Than Software Implementation
At xLM Solutions, we provide a full range of services around SOLIDWORKS Manage, including:- Implementation services
- Process design and optimization
- Customization and configuration
- System integrations
- Data migration
- User training
- Ongoing support