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Change Management Options
Change Management Options
Change Management Options
Change Management Options
Change Management Options
Change Management Options
Change Management Options
Change Management Options
Change Management Options
Change Management Options
Change Management Options
Change Management Options
Change Management Options
Change Management Options
Change Management Options
Change Management Options
Change Management Options
Change Management Options
Change Management Options
Change Management Options
Change Management Options
Change Management Options
Change Management Options
Change Management Options
Change Management Options
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Change Management Options

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  • 1. aras.comCopyright © 2013 Aras. All Rights Reserved.DOMOREA C E 2 0 1 3
  • 2. aras.comCopyright © 2013 Aras. All Rights Reserved.A C E 2 0 1 3Change Management OptionsFiguring out which Change workflow is for youSimple, Express, CMII or Custom
  • 3. aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 3Agenda Aras Change Management Philosophy CMII Change Process: PR, ERC, ECN Simple Change Process: ECO & MCO Express Change Process: ECO & Impact Matrix Document Change Process: DCO Optional Custom Change Processes Custom Change Process Examples Summary
  • 4. aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 4Why Change Management ? As soon as there is a need for managing revisions of a data object you needto think about managing the changes between revisions. Scenario 1 - If you deal with a single object that has revisions, changemanagement is usually very simple. Scenario 2 - If you deal with data objects that have revisions that arerelated to other data objects that have revisions (revisionedstructures), you are introducing the principles of configurationmanagement and change management can get very complex. In addition torevisions the behavior of relationship (fixed or float) must be managed, aswell.Doc 1000 – Rev ADoc 1000 – Rev BDoc 1000 – Rev C
  • 5. aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 5The Impact ofEnterprise Changes Functional Impact – Do other items need to be changed ? Price Impact – Will the price of this item and other affected items change ? Timing Impact – Will it delay or speed up other activities ? Cross-Functional Impact – Who needs to be informed and agree ? Customers, Partners ? Purchasing, Supply Chain, Manufacturing, QA ? And more …Planning and Executing a Change can quickly impact many differentorganizations in your company. Decision making and approvals sign-offswill require additional coordination. Any Change will create Effort and Cost New Design, New Prototype … Documentation Change … New Tooling … Meetings, Reviews …
  • 6. aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 6How to Plan a Change ? Do planning and approvals outside of PLM:and then only run „Change Orders“ in Aras to execute on the plannedchanges and document(s) changed. In this case the Simple Change Process or Manual Revision & Release arewhat you want to use. Do planning as part of the Change Management Process insidePLM:and document the planning & approvals, as well as, execution of„Change Orders“ in Aras. In this case change mechanisms that support planning and documentingyour change actions & decisions and that allow change impact analysis arewhat you want to use. Either CMII, Express Change Process or Custom. Aras provides Out-of-the-Box (OOTB) Functionalitythat supports both approaches.
  • 7. aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 7Aras Change Processes:Out-of-the-Box (OOTB) CMII Change Process: PR  ECR  ECN Simple Change Process: ECO & MCO Express Change Process: ECO with Impact Matrix Document Change Process: DCO Manual Revision & Release: No Process  By Permissions The owner of a Part or a Documenthas the security permissions torevise and releasewithout a workflow
  • 8. aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 8CMII Change Process The CMII Change Management principles define multiple stages for aChange process. CMII defines specific users roles responsible for each of the stages. At a high level: Multiple PRs can be mapped to an ECR and multiple ECRscan be mapped to an ECN that finalizes the Change process.PRPRPRPRPRPRPRPRECRECRECNAnyonecan raisea Problem ReportChange Specialist 1 (role)Coordinates PR‘s and ECR‘sChange Review Board(CRB) Reviews and approvesChange Implementation Board(CIB) Validates and approvesChange Specialist 2 (role)Coordinates ECN‘s
  • 9. aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 9CMII Changes: PR & ECRSimple Workflow for PRsECR is used to document Change Impact,Criticality, Change Cost, and Timing to determine aGo or NoGo decision by members of theChange Review Board (CRB)ECR Workflow includes review activities for the CRB
  • 10. aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 10CMII Changes: ECNThen, an ECN is used todocument implementedchanges and effectivity date.The versioning of affected itemstakes place here.The Change ImplementationBoard (CIB) approves thecompleted changes.With the release of an ECN allaffected items are also releasedto their planned new revisions.
  • 11. aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 11Simple Change Process:ECO & MCO Offers a streamlined approach to managing changes Can be used in parallel with CMII change process Engineering Change Order (ECO) Used to add, update or delete parts and documents in three statechanges. ECO is shorter than the CMII process by removing the PR and ECR stepsfrom the process. Both Parts and Document (and CAD) items can be driven by this ECO Manufacturing Change Order (MCO) Used to edit an Approved Manufacturers List (the AML tab on Parts)after a Part has been released. Does not increment revision sequence.
  • 12. aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 12Simple ECO Form & WorkflowSimple ECO allows foroptional Reviews and FastTrack.Changes to Part, Documentand CAD items can bemanaged together.The Signoffs tab providesquick access to theWorkflow History and topending workflow activitiesof the current user.
  • 13. aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 13Express Change ProcessDifferent ECO Option that inc Impact Matrix Can be used in parallel with CMII and/or Simple ECO change process. An additional planning step is included on the workflow. During planning an intelligent “Impact Matrix” allows to define and planchange actions. The Impact Matrix: Provides an interactive user interface for where-used / impact analysis Utilizes new item actions:Release, Revise, Renumber, Supersede, Obsolete, Review, None And it supports relationship actions: Add, Modify, Delete For additional access control – a team can be assigned (teammanager, members and guests) Like with Simple ECO the Signoffs tab is enabled for quick access to theWorkflow history and current workflow activities.
  • 14. aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 14Express ECO Form Impact Matrixand Workflow
  • 15. aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 15Document Change Process: DCO Can be used in parallel with CMII and/orSimple ECO and/or Express ECO. This Change Process is designed to be usedfor changes to Document or CAD items. Like Express ECO it utilizes Team accesscontrols and the quick access to theWorkflow on the Signoffs tab. Benefits Can be used to do a „mass“ release of a list ofDocuments in one process. With reviews. Can be used to do change revisions of a list ofDocuments in one process. With reviews.
  • 16. aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 16Need a Custom Change Process?If the OOTB Change Processes (ECR, ECO etc.) DO NOT FULFILL your company‘s specificchange management requirements, then you still have options: Adapt existing Change Process. Common extensions include: Additional access control logic  will not impact the versioning behavior of the change process Add more Properties or Sub-Forms with checking logic  will not impact the versioningbehavior of the change process Add new or different Assignees to existing workflow activities  easy to do Add new Workflow Activities  you may need to extend existing workflow business logic Add steps to the change process Life Cycle Map  you may need to extend existing businesslogic of the lifecycle map driving the Affeected Items mechanism Build your own Change Process (own Forms, Lifecycles and Workflows – It‘s Not Hard) If your new process does not need to be used interchangeably with the OOTB change forms andworkflow, then you are pretty free to add any new form, workflow , business logic. If your new process does need to be used interchangeably, you will need to connect to thefunctionality of the OOTB processes and match your data model with the „Affected Item“concept and the concept of flagging pending changes.
  • 17. aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 17Custom Change ExamplesSpecial circumstances, competitive practices, complexitymay create need for custom change process Lear – Engineering driven Automotive Spontech Spine – QA driven Med Devices Xerox – Time-to-Market driven Electronics
  • 18. aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 18Lear Change WorkflowsSlide 18Main WorkflowAdditonal Sub-Flow for complex changes
  • 19. aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 19Lear Change FormSlide 19Multiple Programs, Multiple Locations Impacted based on Affected Items
  • 20. aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 20Spontech SpineOne Main CM Form many Sub-Forms and Sub-WorkflowsMainCMAnalysisDispo ActionsChange PlanAction ItemSingle ItemChangeOrderAffected DocumentsAll sub workflows of „Single Item Changes“and „Action Items“ must be closed beforeMain CM workflow can closeAdhocActions Affected PartsSub-Forms on TabsSub-WorkflowsSub-Workflows
  • 21. aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 21Spontech Spine Change Form
  • 22. aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 22Xerox Change WorkflowMany Optional Steps to Handle Wide Range of Scenarios
  • 23. aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 23Summary The core behavior for versioning and revisions can be turned on (and off) with just asimple flag on an Item Type (manual or automatic). OOTB Item Types: Part, Document, CAD have versioning turned on by default. Your custom Item Type can easily be defined as versionable items. Relationship behavior can be configured to be „fix“ or „float“ for a wide variety ofcomplex configuration management requirements. Addl rules can be customized. The core behaviour for versions & revisions can be extended by customizing the„Version“ event and/or the related life cycle states and/or workflow activities logic. To get started quickly, you can choose to use any of the OOTB change forms andprocesses in Aras. (like ECR, ECO, DCO etc.) You can easily build your own change forms, lifecycles and workflows for morespecialized change processes and change collaboration scenarios.Everything is Possible: from very simple version controlto highly specialized and complex change andconfiguration management procedures, as required.
  • 24. aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 24 Integrated „Help“ Just Ask Innovator Search for: PR, ECR, ECO, or CMII Aras Training Configuring Solutions Coursehttp://www.aras.com/university/training-classes.aspx Online Learning - Product Engineering Essentialshttp://www.aras.com/SubscriberPortal/(for Subscribers) Educational Organizations Institute of Configuration Management http://www.icmhq.com Configuration Management Process Improvement Center http://www.cmpic.com/More Information
  • 25. aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 25Q & A

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