Role Summary
We are seeking a Business Analyst who can demonstrate Windchill OOTB capabilities end- to-end, create realistic demo data, and use prior experience to recommend leading practices for MedTech implementations on Windchill. The BA will drive requirements discovery, fit-gap analysis, and backlog creation while clearly distinguishing OOTB vs configuration vs customization. This role requires strong functional knowledge of what Windchill can do and what it can be extended/configured to do without needing to perform the actual system configuration.
Required Windchill Capability Expertise
Item, BOM & Structure Management - Engineering BOM (EBOM), Manufacturing BOM (MBOM), and Service BOM concepts, including structure governance, revisions, and traceability
Product Configuration & Variability-options, variants, effectivity, and controlled configuration practices within Windchill
Change & Release Management - change objects, workflows, impact analysis, approvals, and audit-ready release traceability
Document Management - controlled documents, lifecycles, revisions, approvals, and DHF/DMR-style linkages to parts and changes
Regulatory & Compliance Data (UDI) - UDI data governance, linkage to items/documents, and regulatory traceability expectations
Access, Security & Supplier Collaboration - roles, access controls, segregation of duties, and controlled external/supplier collaboration
Key Responsibilities
1) Demo Leadership (OOTB) with Realistic Data
Create and curate demo-ready sample data (parts, BOMs, documents, changes, roles) to represent Medical Device scenarios.
Build and deliver structured demos in a Windchill OOTB (or near-OOTB) instance covering key user journeys:
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Part creation, metadata capture, lifecycle progression, and release via promotions
BOM creation/maintenance, structure navigation, where-used, basic alternates/substitutes (where enabled)
o Document control: controlled documents, revisions, approvals, linkages to parts (DHF/DMR style scenarios as applicable)
o Change workflows (e.g., PR/CR/CN/ECO patterns as implemented), impact analysis, approvals, and release traceability
Develop demo scripts, scenarios, and walkthrough narratives tailored for Quality/Regulatory/Engineering audiences.
2) Leading Practices Guidance (Windchill + MedTech)
Provide recommendations based on Windchill leading practices, particularly for regulated MedTech implementations, including:
0 OOTB-first approach and where organizations typically configure vs
customize
Common patterns for lifecycle governance, approvals, traceability, controlled documents, and change implementation
Practical trade-offs: validation/audit impact, maintainability, and upgrade risk
Advise stakeholders on "what good looks like" for Windchill-enabled processes in medical device product development.
3) Fit-Gap: OOTB vs Configure vs Customize
Drive fit-gap workshops and explicitly document:
Requirements satisfied by Windchill OOTB
Requirements achievable through configuration (types, attributes/IBAs, lifecycles, workflows, templates, roles/teams, promotions, access model concepts)
O Requirements requiring customization (extensions, UI changes, automation, integrations), including rationale and implications
4) Requirements Gathering & Backlog Development
Lead discovery sessions to capture process, data, role, and approval requirements across Part/BOM/Document/Change.
Convert requirements into a prioritized Agile backlog:
o Epics, features, user stories, acceptance criteria
0 Traceability of requirements to backlog items and demo scenarios Collaborate with Solution Architects and technical teams to refine story clarity, dependencies, and scope boundaries.
5) Stakeholder Facilitation & Communication
Facilitate workshops, playback sessions, and executive/SME walkthroughs.
Produce clear process flows, fit-gap summaries, and demo findings suitable for technical and non-technical stakeholders.
Maintain strong alignment across Quality/Regulatory, Engineering, Manufacturing, and IT.
Required Qualifications
6+ years experience as a Business Analyst/Functional Analyst in PLM programs, including 3+ years with PTC Windchill.
Proven ability to demo Windchill OOTB capabilities confidently to diverse stakeholder groups.
Experience creating representative demo data and building demo scenarios that
reflect real product development and change workflows.
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