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PLM Open Hours - Globaler Zugriff auf Produktdaten

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Die zunehmende globale Zusammenarbeit innerhalb von Unternehmen stellt Prozess- und Datenverantwortliche vor neue Herausforderungen bezüglich dem Datenzugriff. Es müssen diesbezüglich sehr viele …

Die zunehmende globale Zusammenarbeit innerhalb von Unternehmen stellt Prozess- und Datenverantwortliche vor neue Herausforderungen bezüglich dem Datenzugriff. Es müssen diesbezüglich sehr viele verschiedene Aspekte unter einen Hut gebracht werden.

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  • 1. INTELLACTPLM Open Hours | http://plmopenhours.net/Globaler Zugriff auf ProduktdatenPatrick Henseler, 02.11.2011Version 2, Freigegeben
  • 2. Agenda / Topics Introduction to the Process Matrix  From local Tasks to Global Task -> common language  Information assets  Roles Global Access Rights  4 “main” requirements for access rights Conclusion PLM OPEN HOURS _ 02.11.2011 2
  • 3. Developing the Global Process Matrix As As As Designed As Offered As Ordered As Built As Delived As Maintained Engineered Planned Develop- Order Production start of Operation / Sales / Sales Engineering Production Shipment ment Eng. Engineering Planning operation Service Procurement / Commissio- Test / Parts Manu- Despatch / Erection / Operation / Design Tendering Ordering Engineering Production ning / Packaging Acceptance Engineering facturing Assembling Shipment Hand over CCS / Release Task Task Task Task Task Task Task Task Task Task Task Global Process Matrix Task Output Information Output Information Output Information Output Information Output Information Output Information Output Information Output Information Output Information Output Information Input Information Input Information Input Information Input Information Input Information Input Information Input Information Input Information Input Information Input Information Output Information Task Task Task Task Task Task Task Input Information Task Task Task Task Input Information Task Output Information Task Task Task Task Task Task Task Task Task Task Task Task “Customers Life Cycle” Knowledge Knowledge Knowledge Knowledge Knowledge Knowledge Knowledge Knowledge Knowledge Knowledge Knowledge Knowledge Pool Pool Pool Pool Pool Pool Pool Pool Pool Pool Pool Pool Roles & Responsibilities Roles & Roles & Roles & Responsibilities Responsibilities Responsibilities Roles & Roles & Roles & Responsibilities Responsibilities Responsibilities Roles & Roles & Roles & Responsibilities Responsibilities TASK NAME Responsibilities Info required Info created Roles & Roles & Task Description TASK NAME Responsibilities TASK NAME Responsibilities TASK NAME Info required Info created Info required Info created Info required Info created Task Description Task Description TASK NAME TASK NAME Task Characterisation Task Description TASK NAME Info required Info created Info required Info created Info required Info created Task Description Task Description Task Description TASK NAME TASK NAME TASK NAME Info required Info created Info required Info created information used / Info required Info created Task Description Task Description Tools Task Description TASK NAME TASK NAME Knowledge Pool Info required Info created Info required Info created information used / information used / Tools Task Description Tools Task Description information used / Knowledge Pool Knowledge Pool Tools Knowledge Pool information used / information used / Tools Tools information used / Knowledge Pool Knowledge Pool Tools Knowledge Pool information used / information used / Tools Tools information used / Knowledge Pool Knowledge Pool Tools Knowledge Pool information used / information used / Tools Tools Knowledge Pool Knowledge Pool local Process local Process local Process Location 1 Location 2 Location n PLM OPEN HOURS _ 02.11.2011 3
  • 4. As Designed As Offered As OrderedClustering local tasks Develop-ment Eng. Sales / Sales Engineering Sales / Sales Engineering Design Tendering Ordering TASK NAME Info required Info created Task Description Roles & HVAC Responsibilities information used / Knowledge Pool TASK NAME Info required Info created Task Description Roles & SFS Responsibilities information used / Tools Knowledge Pool SES Roles & Responsibilities TASK NAME Info required Info created Task Description TASK NAME Info required Info created Task Description information used / Tools Knowledge Pool information used / Tools Knowledge Pool Roles & HVAC Responsibilities TASK NAME Info required Info created Task Description TASK NAME Info required Info created Task Description Roles & SFS Responsibilities information used / information used / Knowledge Pool Tools Knowledge Pool Roles & SES Responsibilities TASK NAME Info required Info created Task Description TASK NAME Info required Info created Task Description information used / Tools Knowledge Pool information used / Tools Knowledge Pool PLM OPEN HOURS _ 02.11.2011 4
  • 5. As Designed As Offered As Ordered Identification of global Sales / Sales Engineeringassetsevelop-ment Eng. information Sales / Sales Engineering Design Tendering Ordering Inf. Asset Inf. Asset Info required TASK NAME Info created Collecting local Inf. Inf. Asset Task Description Assets for Global Roles & HAVAC Responsibilities Inf. Asset Task Inf. Asset Info required TASK NAME Task Description Info created information used / Knowledge Pool Roles & Clustering Inf. SFS Responsibilities information used / Knowledge Pool Tools Assets SES Roles & Responsibilities TASK NAME Info required Info created Task Description TASK NAME Info required Info created Task Description information used / Tools Knowledge Pool information used / Tools Knowledge Pool Roles & HAVC Responsibilities TASK NAME Inf. Asset Info required Task Description Info created Inf. Asset TASK NAME Info required Info created Task Description Inf. Asset Roles & information used / Inf. Asset Responsibilities Knowledge Pool information used / Tools Knowledge Pool Roles & Inf. Asset SES Responsibilities TASK NAME Info required Info created Task Description TASK NAME Info required Info created Task Description information used / Tools Knowledge Pool information used / Tools Knowledge Pool PLM OPEN HOURS _ 02.11.2011 5
  • 6. Roles & Responsibilities Design Tendering Ordering Role(s): Role(s): Responsibilities: Inf. Asset Responsibilities:Inf. Asset TASK NAME Info required Info created Task Description Inf. Asset Development Inf. Asset Inf. Asset information used / Knowledge Pool Requirement Inf. Asset Info required TASK NAME Info created Inf. Asset Task Description Inf. Asset Inf. Asset information used / Knowledge Pool Requirement Inf. Asset Role(s): Role(s): Responsibilities: Responsibilities: Sales Engineering Inf. Asset Inf. Asset Inf. Asset Info required TASK NAME Task Description Info created Inf. Asset Inf. Asset Info required TASK NAME Info created Task Description Inf. Asset Inf. Asset information used / Knowledge Pool Requirement Inf. Asset Inf. Asset information used / Knowledge Pool Requirement Inf. Asset PLM OPEN HOURS _ 02.11.2011 6
  • 7. Result: Global Engineering ProcessVersionDate:Comment: 3.1 2008-03-07 Allocation of Tasks to Systems Sulzer Pumps Lifecycle Management As Logged As Considered As Designed As Offered As Ordered As Engineered As Planned As Built As Delivered As Maintained Product Definition Product Development / Engineering Sales / Advance Egineering Order Engineering Production Production Planning Shipment Initial Operation Operation / Service Feasibility Study Procurement / Production Components / Pump & Package Assembly / Preservation / Crating / Innovation Phase Product Development (Basic Development) Sales / Tendering Order Design Engineering Order Detail Engineering Erection / Commissioning / Hand Over Operation / CSS / Repair (New products and CSS) Engineering Parts Manufacturing Test / Acceptance / Release Despatch / Shipment Request and Evaluation Order Entry DS Order Detail Design Hydraulic APD OED Sales Order Field Activities (Product description, project plan, Updated Plant (workcenter resource req., pay back, cost, competitor Calendar (Factory) analysis, project milestones, reference Quotation Number • Create and enter an OED (Order Entry Dossier) or a OES hierarchy: planned work) • On site customer support (Inspection, Monitoring, Product Manual Equipment Master documents (depending on the APD!), production plan, marketing plan, Go/ • Evaluation of request concerning type of product (A,B,C) Standards / Legislation (Order Entry Sheet) or a Product Specification Customer Specs • Creates and releases the hydraulic design details for B&C Training, Field Maintenance (on site repairs), Field NoGo Decision) Hydraulic Database Plant (Hierarchy) Service, Performance and System Analysis, trouble Market Study / Information 1st level project plan (acc. products in accordance with order specific requirements Plant ( workcenter hierarchy: (Performance Curve Sales) shouting, energy and environmental audit WBS Template to sales order) planned work updated) AEPS Project structure (activity: Pump and Package Assembling Planning Competitor Information (engineering process plan (in case of order)) Sub Task Description Roles & Functions Project documentation Sub Task Description Roles & Functions default resource allocation) Sub Task Description Roles & Contractual Dates (high level project schedule) Link gathering Sub Task Description Roles & Functions Planned order Functions Concept Study Create Sulzer Assign unique number using Sales Engineer Plant (workcenter hierarichy: (Hydraulic) Creation Create and enter an OED Tendering Engineer Specification (Front end) project STARS/ROMEO planned work) Identify Identify Equipment Master Service Task List (Order Entry Dossier) in Order Entry Review Hydraulic Creation of hydraulic Hydraulic Design number A-Products WBS / Network / Activitiies Production order • Review of order pump assembly requirements Equipment according to the given Manager SPEED or a OES (Order Entry Record Design design details according Engineer Plant (workcenter hierarichy: Quality Plan – order Serial# Market Information Check COS in Determine if engineered or Sales Engineer Sheet) or a Product related FEAR Hydraulic Design STARS configured solution. If configured, PO (Purchase Order) Details to the order specific running work) Sales Order Specification Order Entry Create Create Service Notification Service Hydraulic Database 3D /2D selection continue with STARS hydraulic design Installation / Commissioning by Sulzer Service for the identified Equipment Manager Order number Documentation Duration time Equipment Documentation Decide for Configuration and tendering for A- Sales Engineer (Sales Product specification Manufacturing Customer Documentation Sub Task Description Roles & Functions notification of Type "CSS Field Service" (Product data installed Review Review of the category B&C Project Engineer (OED) in SPEED Design Creation of Review Hydraulic Design configuration Products; tendering for B/C- Mgt) Documentation Material, completed equipment) Product Data Preparation Bareshaft Pump and tendering Products type of orders and contracts Pump Serial Number Review Record Engineer Review Review pump assembly Project Engineer Create Create Service Order (Type Service Standards / Legislation Hydraulic Database Product Documentation (Kick-off meeting) (linked to production order) OR tendering Manufacturing Service Order SM02 Field Service), Decide Manager Customer Database (ePM, SKB, CKB) (Reviewer) pump requirements Customer Information Precalculation Documentation assembly • Installation and start-up of pump units by Sulzer about warrantee • Creating/Maintaining Product Data Elements and Sales Tool Preparation Configuration Information Release of Check and release of Hydraulic Design (Assembly Instructions) requirements mobilization organization of man power, Service Project Documentation BPC Feedback / Open issues will be clarified – Project Engineer Design Hydraulic configuration information as required to support the sales, Release and OED will be changed Time Schedule Hydraulic hydraulic design details Engineer information assts, tools, Manager Technology Information (Basic Design Curve) 3D / 2D manufacturing and CSS processes Customer Documentation accordingly Design (Approver) BOM Producing Producing order Project Engineer Review Record logistic for performing the Hydraulic Database Configuration and Tendering AEPS Review Record order specific procedures Sub Task Description Roles & Functions ordered task (Performance Curve Sales) • Setup information and documentation about hydraulic Details (Production) Idea database FEAR amendment (CSS) specific selection criteria, technical configuration and Quotation Number B/C-Products Performing Performing the task Field Engineer Review Record procedures Installation of Installation of the Field Service Sub Task Description Roles & Functions pricing for pump, buy-out and accessory Follow-Up If decisions have an impact on Project Engineer Engineering Reports Order specific procedure Activity (Inspection, Monitoring, ….) profitability or delivery Open item list the equipment (piping Engineer PO (Purchase Order) (Hydraulics) HTDS Pre TOA Sales data Creating/Maintaining Product Data Product Data Engineer • Configuration and Creation of Tender for A Products BOM (Group) Identify any Identify any necessary Project Engineer equipment connection, alignment) Identify further Identify needs for Inspection, Field Engineer Elements and configuration infor- Product Documentation Order Detail Design Bareshaft Pump necessary tools and hardware needs Spare Parts, Repairs, mation as required to support the General Arrangement Midrange Plan (MRP) Engineering Report Drawing Sub Task Description Roles & Functions Pre- Release pre-calculation Tendering Engineer Customer Documentation Assembly Instructions tools and Preparation Preparation for Field Service Retrofits, … sales processes (including pricing) Customer Data Sheet (2D Detail Drawings and calculation List Schedule as a part of for com- commissioning and Engineer Pre-APD -Preparing the -Populating Organization data, Global Knowledge • Creates and releases the mechanical design details for B&C hardware Feed Back to Creating Report and feed Service Production Creating/Maintaining Product Data Product Data Engineer -Defining Liquid Properties Stars Database (CKB, the time schedule 3D Models) IOM missioning start up (alignment Selector Engineer Hydraulic. Sub Task Description Roles & Functions Sales and back to sales, customer, Manager data Elements and configuration Knowledge -Populating Performance curves, Local Knowledge SKB) Customer Specification products in accordance with order specific requirements and start up check, filling of lube oil, Customer engineering and Segment Strategy Computer Program Code information as required to support -Populating Product line data, (P&ID, Site Layout) Basic Design Bareshaft Pump the manufacturing and CSS Format rules, schema for base (SKB) -Product line options, Engineer Hydraulic Manufacturing and Logistic Hydraulic Database Follow Up Feedback to the Project Engineer venting) management processes (including costs) hydraulic database, buy- -Engineering data, Prepare Configuration of pump, buy-out Tender Engineer Sheet Sub Task Description Roles & Functions (Performance Proposal engineering, product -Establishing product line compatibility, BOM System Configuration and accessories Data Collection & Analysis Curve) Acceptance Acceptance by Field Service Follow up update activities according Service out, accessories and parts -Defining Pump size and curve Costs (estimated) development and feed back and update report Manager • Defines and validates the mechanical concept and design Review, Validating Product Data Elements Product Data Engineer, Detail Definition of mechanical Responsibility: Routing customer Engineer relationships, manufacturing • Creation of detail drawings Project Documentation Validation and and configuration information as Marketing / Sales, -Defining Mixed stage compatibility • Measurement (Dimension, Performance, On Site, …) Customer Documentation Design design details according Mechanical BOM (Basic Design) • Creation of BOM Release of required to support the sales, Operations (Vertical pumps), (Structure, Object links to data manufacturing and CSS Tender Template Prepare Calculate sales price, margin an Sales Engineer and Product documentation and Analysis of Bare Shaft Pump / String to the order specific Design Engineer Confirmation Follow-Up Feedback to the Field Service -Generating Pricebook curves, sales order) processes (including costs) -Populating Coefficient Tables (Commercial, Customer Tender create tender documents Tender Engineer Hydraulic Database mechanical design Execution: engineering, product Engineer Dismantling, Inspection, Repair Commercial Documents Documentation) (Hydraulic Performance Mechanical development and Sub Task Description Roles & Functions Analysis Preparing the -Build product lines, Local Knowledge Sub Task Description Roles & Functions Routing (inspection task, Selection Creation/Maintaining / Release Hydraulic Development Catalogue Selection Catalogue (on the Basic Engineer Configurator -product sizes, Engineer Mechanical BOM (Order) Standards / Legislation Curve, measured curve) Design Draftsman Design Mechanical inspection characteristic) Effective duration manufacturing • Dismantling and Inspection of a bare shaft pump. Repair, Concept Definition of mechanical Mechanical -categories/subcategories for options, Review Agree on final pricing for tender Segment Manager collect Collect all available Information, Project Engineer Knowledge 3D / 2D Part replacement by Spare Parts arrangement / concept Development Engineer performance Curve) base (CKB) -implement all rules and relationships Policy Manual PU 6.52 Tender available Data (Drawings, BOM, Specs, ….) 3D Model Detail Creation of detail models Mechanical Performance and train (string) test between product, categories and information models / and drawings as needed Design Draftsman Design Definition of mechanical geometry Mechanical Follow-up Maintaining Product Data Product Data Engineer, options AEPS (Reengineering Model Status drawings for manufacturing Quality plan Manufacturing Sub Task Description Roles & to suit the arrangement / concept Development Engineer Elements and configuration infor- Marketing / Sales, -Build price classes and rules for Dimension Measurement of Bare Shaft Pump Project Engineer Hydraulic, Mechanical Design) Configuration Information Documentation Functions mation as required to support the Operations pricing Costs Measurement / Environment Dimensions and documentation (Inspection report) Detail Design Definition of design details and Mechanical sales, manufacturing and CSS -Define output documents content Hydraulic Database Properties materials of construction Development Engineer processes (including costs) (datasheet, General Arrangement) (estimated) (Performance Curve Proposal) Pump Analysis Quality procedure • Test / Validation / Acceptance Identify Identify Equipment Master Service Mechanical Design -Build the order codes for order entry Performance Measurement of Vibration, Noise, Project Engineer (Properties, Dimensions, Design Creation of Review Mechanical Equipment according to the given Serial# Center Design Creation of Review Record Mechanical systems Quality plan (Order related) Completed task Review Development Engineer 3D / 2D Hydraulic Database Measurement Power, Efficiency, Flow head, Performance) Review Record Design Engineer Installation / Commissioning by NON Sulzer Customer Documentation NPSH, Motor Performance, … Create Service Create Service Notification for Service BOM Preparing the -Cover letter Local Knowledge (Performance Curve (Reviewer) Verification Definition of design limits and Mechanical (Super BOM) quotation -commercial documents Engineer Mechanical Tendering Business (General Arrangement, Analysis Conclusion of the Findings and Project Engineer notification the identified Equipment of Center proof of the mechanical geometry Development Engineer -additional product brochures Proposal) Intelligence Report CSS Report Hydraulic Database Sub Task Description Roles & Functions by calculation package Section Drawing, Parts list, Recommendation Release of Check and release of Mechanical Vibration Database Type "CSS Service RMA" Standards / Legislation documents/te P&ID) Mechanical mechanical design Design Draftsman (Test) (updated) Performance Performance test Test Engineer • Installation and start-up of pump units by NON Sulzer Det. drawings/ Creation of components details for Mechanical mplates Costs • Create / Compile and submit a customer proposal Follow Up Follow up iteration when Engineering Report Design details (Approver) Inspection characteristics Create Service Create Service Order (Type Service models purchasing and manufacturing Development Engineer Reference to Advance necessary test (bareshaft pump) (customer or 3rd party) Order SM01 Repair), Decide about Center Details Order Entry Costs Engineering Documentation BOM (Sales Order) line Documentation warrantee Manufacturing Confirmation of manufacturability Mechanical BOM Complete Complete unit test Test Engineer concepts of the concept Development Engineer Sub Task Description Roles & Functions Tender (General Arrangement, Design Study items Customer Creation of order related Responsibility: (OED) (Basic Design) Documen- customer documentation Mechanical Review Record unit test (pump with package) Create Service Create Structure of Service Service Vendor Documentation (Pricing, Scope of supply, Section Drawing, Parts list, (Hydraulic) Validation Proof of the mechanical design by Mechanical Pump Select pump type and Tender Engineer Delivery schedule, Commercial P&ID) tation (drawings) related to Design Engineer Sub Task Description Roles & Functions Order Structure Orders with Service Order Type Center Manufacturing physical tests Development Engineer selections performance issues) bareshaft pump Creating the Creating the customer Test Engineer "Dismantling / Inspection" as Execution: Documentation Installation of Installation of the Customer or Follow up Follow up on tests and operations Mechanical Hydraulic Select pump type and Tender Engineer Analysis Mechanical (Test layout, Performance customer test report top. Assign Task List to each Design Study Prices SPA Packaging Data Sheet the equipment (piping 3rd Party experience Development Engineer (Price list) (Spare parts Application) selections performance Design Draftsman Manufacturing Test planning) test report Service Order Documentation – 2D equipment connection, alignment) Mechanical Select the features and options Tender Engineer Tender follow up reference Order Design Hydraulic Approval of Approval of test (by Project Engineer Hydraulic database Dismantling / Perform dismantling, inspection Service Review Record Drawings (intermediate Requirments for test selections Customer Documentation Steps) test engineering and/or by (updated) Preparation Preparation for Customer or Inspection according task list. Analyze Center Quality Plan ERD hardware customer) for com- commissioning and 3rd Party inspection. Product Documentation Factored item Obtain quotes, pricing, scope, de- Tender Engineer Engineering Report Order Detail Design Package missioning start up (alignment quotes livery, document.from sub vendors Comments & Clarifications Customer Documentation Update the Update the hydraulic Hydraulic Data see Order Design Engineering: formatted output for ePM, FEAR • Defines and validates the hydraulic design for B&C products FEAR Amendment Fabrication Specification - and start up check, filling of lube oil, Basic Design Packaging SKB and CKB 3D Models (intermediate (Test procedure) hydraulic database Engineer Collection& "Data Collection & Analysis" AEPS Cost Obtain cost estimate from Tender Engineer in accordance with order specific requirements Manufacturing venting) Analysis Product Documentation estimation operations and purchasing (Operations) Hydraulic Database • Creates and releases the package design details for B&C Documentation – 3D Models Steps) database (Performance Curve Proposal) Standards/Legislation FEAR Amendment products in accordance with order specific requirements (Raw Materials) Acceptance Acceptance by Customer or Update / Adjust Update / Adjust service order Service • Defines and validates the package design concept and Pricing and Identify source of supply and de- Tender Engineer TOA Follow-Up Feedback to hydraulic Test Engineer Customer Documentation (Tender order assessment) customer 3rd Party Service Order structure according the findings Center standards Delivery fine the delivery/pricing structure Sub Task Description Roles & Functions and mechanical Specification - (General Arrangement, NC programs Vendor Documentation Structure out of the inspection by adding • Creation of detail drawing, instrumentation and piping plans Design Review Record Equipment Documentation Project Documentation Sub Task Description Roles & Functions engineering Follow-Up Feedback to the Customer or new service orders, estimated Section Drawing, Parts list, Customer do- Compile customer documentation Tender Engineer • Creation of BOM P&ID) cumentations Design Definition of hydraulic Hydraulic Design Detail Definition of package Responsibility: engineering, product 3rd Party durations, spare part geometry to suit the Engineer H&TR Design design details according Customer Documentation development and requisitions etc. Operating History Package Design Customer Documentation Jig & Tools Concept Study Customer data Complete customer data sheet Tender Engineer arrangement / concept (Hydraulic Test Data Sheet) to the order specific Engineer (QA data package manufacturing Sub Task Description Roles & Functions sheet Create Quote Create quote based on the Service (Mechanical) package design Execution: ammended) Concept Definition of package Packaging Development Design Creation of Review Hydraulic Design Service Order Structure Center Project Documentation TOA Creates the TOA (Tender Order Tender Engineer Design References Status Package Design Quality Plan arrangement/concept Engineer Review Record Engineer Assessment) depending on the (Sturm) Draftsman Create Create Purchase Order based Service (Customer Specific) Design Definition of package design Packaging Development Design Packaging value of the order (Reviewer) Purchase on the Quote comprising the Center 3D /2D Design Hydraulic Detail Creation of detail models Package Design according to the concept Engineer Follow-Up Follow-up of quotations when Tender Engineer Pump Analysis Template Validation Proof of the hydraulic Hydraulic Design 3D / 2D Order ordered Service Orders / Spare necessary models / and drawings as needed Draftsman Parts Orders (update / adjust Detail Design Definition of package design de- Packaging Development geometry by calculation Engineer drawings for manufacturing Demand Article numbers Service Order Structure tails and materials of construction Engineer (Article numbers, Artikel and/or physical tests documentation Vendor Documentation Standards & Legislation according customer decision) Design Creation of review records Packaging Development Meta Data) WBS (Task) / Sales Order Feedback / Follow-up on tests and Hydraulic Design Final Creation of Review Package Design Perform Review Engineer Perform Repair Tasks Service Design Record Engineer Service Repair Follow-Up operations experience Engineer Contract Review (Reviewer) Center Verification Definition of package design limits Packaging Development and proof by calculation Engineer Advance Engineering Release of Check and release of Package Design Production order Perform Spare Part see Operation / CSS / Repair "Spare Part" Det. Drawings Creation of components details for Packaging Development Package package design details Engineer /models purchasing and manufacturing Engineer Factory Calendar Design (Releaser) Packaging & see Preservation / Crating / Dispatch / Quality plan (standard, order Manufacturing Details Shipping Shipment: "Packaging & Shippingf" Manufacturing Confirmation of manufacturability Packaging Development related) concepts of the concept Engineer Order Design Bareshaft Pump Documentation: linked to Concept Study Production Order Customer Creation of order related Responsibility: RFQ (Hydraulic) Standards / Legislation Validation Proof of the mechanical design by Packaging Development Workcenter Calendar Documen- customer documentation Package Design physical tests Engineer Advance Design Hydraulic (Pump Selection) tation (drawings) related to Spare Part Handling Engineer • Defines and validates the mechanical design for B&C package design Execution: Follow up Follow up on tests and operations Packaging Development products in accordance with order specific requirements WBS (Task, default Package Design • Identification of needed spare part, quotation, experience Engineer workcenter, predefined Workcenter report Draftsman manufacturing and delivery of spare part • Customized hydraulic selection of pumps for non time) pre-defined applications Sub Task Description Roles & Sub Task Description Roles & Functions WBS (Taskduration) Planned demand Functions Design Definition of mechanical geometry Mechanical Design Order Product Data Preparation Design Study BOM Identify Identify Equipment Master Service Centre Catalog – Technical Sub Task Description Roles & Functions to suit the arrangement / concept Engineer Project schedule (Order) (Hydraulic) Equipment according to the given Serial# Service Design Reference Pump Hydraulic Pump Selection Advance Detail models Creation of details of raw material Mechanical Design Create Create Service Notification for Service Centre Selection according available Hydraulic / drawings for for purchasing and manufacturing Engineer • Creates and releases the product data in accordance with Planned order Service the identified Equipment of long lead as detailed as needed for the pre pattern Engineer Standards / Legislation items requisitions of long lead items order specific requirements Standard inspection plan notification Type "CSS Parts Quote / Design Reference (Design Catalog) Design review Creation of Review Record Mechanical Design Sale" Definition / Definition of hydraulic Advance Engineer (Reviewer) Material Comple- design and test Hydraulic Create Quote Select Components to be Service Centre Verification Proof of the mechanical geometry Mechanical Design Sub Task Description Roles & Functions quoted from the related Pattern Database tion of requirements for order Engineer Quality Requirements by calculation and past experience Engineer Manufacturing Equipment BOMs AEPS processing Creation of Creating Order BOM Product Data Purchase order Documentation related to Create Sales Create Sales Order from the Service Centre Validation Proof of the mechanical geometry Mechanical Design order (Materials -> SAP) Technician Material Design Creation of Review Advance by calculation, past experience Engineer Order Quotation with the order of the and/or physical tests related customer Standards / Legislation Review Record Hydraulic product Manufacturing Stock information Engineer Pre requisition release long lead items for Mechanical Design Quality Plan Documentation related to (inventory) Create Order Create Order BOM for Each Service Centre of factored purchasing Engineer data (Order specific) BOM (Sales Order) BOM line item of Sales Order with Procedures goods all belonging sub components Customer Data Sheet Final data Creation of Review Product Data Feedback / Follow-up on tests and operations Mechanical Design Configuration Information listed in the Equipment BOM Follow-Up experience Engineer review Record Technician Demand see Procurement / Production Engineering: Specification Advance Design Bareshaft Pump (Concept) Release of Releasing Order BOM Product Data Capacity "SPGT Demand / Capacity Planning" BOM (Customer) (Super BOM, Group BOM) data (Materials -> SAP), Technician Planning Order Design Packaging Customer Documen- Customer Documentation Production see Procurement / Production Engineering: • Customized mechanical design concept of pumps for non Hydraulic Database tation for production and (Test procedure) Order "Production Order Creation" (Performance Curve Proposal) Costs (USCS, STARS) Quotation Number pre-defined applications shipment Creation Design Study (Hydraulic) • Defines and validates the package design for B&C products Manufacturing Inventory see Procurement / Production Engineering: (Accoustic Resonance Prices (STARS) Documentation Management / "Inventory Management", "Received Goods Equipment Documentation in accordance with order specific requirements Sub Task Description Roles & Functions Prediction) (Test procedure) Production Inspection" (Product Data product data H&TR installed non Sulzer Concept Definition of mechanical Advance Mechanical (Hydraulic Test Data Sheet) Order Performance Test Planning Production, see Components / Parts Manufacturing: equipment) arrangement / concept Engineer Cost report (actual, Manufacturing Sub Task Description Roles & Functions Inspection "Production in Service Center / Manufacturing Speed / Torque curves planned, forecasted) Documentation Centre", "In Process Inspection", "In Process Verification Definition of design limits and Advance Mechanical (Test layout, Performance proof of the mechanical Engineer Design Definition of package design Packaging Design Assembly Inspection" Hydraulic Database geometry by calculation according to the order specific Engineer Product Documentation • Creates performance test procedures and layouts for Test planning) (Performance Curve requirements Packaging & see Preservation / Crating / Dispatch / Shipment: Review Record order specific requirements Proposal) Design Creation of Review Record Advance Mechanical Requirements for test Shipping "Packaging & Shipping" Review Engineer Design Creation of Review Record Packaging Design hardware Equipment Documentation Review Engineer (Reviewer) Design Packaging Manufacturing Confirmation of Advance Mechanical 3D / 2D concepts manufacturability of the Engineer Concept Study (non Sulzer Pumps) Verification Definition of package design Packaging Design Sub Task Description Roles & Functions FEAR (Mechanical) 3D Model / 2D Drawing of Warranty Management concept limits and proof by calculation Engineer Customer Documentation Creation of Creation of test Test Engineer test hardware and past experience Cost Operations (Cost Vendor Documentation test procedures estimation estimation) Validation Proof of the mechanical Packaging Design procedures FEAR Amendmend Costs (estimated) Test equipment inventory Follow-Up Follow-up iteration when Advance Mechanical geometry by physical tests Engineer Pump type • Warranty Management Creation of Creation of test layouts Test Engineer necessary Engineer test layouts Detail Creation of components details Packaging Design Test facility layout Pattern Database (Pattern Metallurgy Recommondation Hydraulic design models / for purchasing and Engineer Identification Identification of Test Engineer set, linked into BOM) (is part of the AEPS) drawings for manufacturing as as detailed Sub Task Description Roles & Functions of hardware hardware requirements, long lead as needed for the pre Advance Design Packaging items requisitions of long lead items 2D Manufacturing Drawing Project Documenation requirements creation of design Pattern Database Problem Problem investigation Warranty (Pattern: Raw, Semi finished, (Pattern set) Manufacturing Concept Finished, Assenbly) details for needed investigation and determinations if it Manager Pre Release long lead items for Packaging Design hardware is a warrenty requisition of purchasing Engineer factored Pattern database (Pattern BOM (Sales order) • Customized packaging design concept of pumps for non goods set) Problem Problem resolution Warranty Concept Study pre-defined applications (Package) resolution (physical resulution of Manager Follow-Up Follow-up on tests and Packaging Design Pattern database (Pattern the problem based on operations experience Engineer Pattern database (Pattern set linked to BOM sales history) the input of engineering Internal Datasheet order) (when necessary) and / Sub Task Description Roles & Functions (comparable to the AEPS covering packaging information) or operations) Concept Definition of major auxiliary Advance Procurement Follow-Up Feedback to the Warranty equipment (drives, gearboxes Specialist etc.) engineering, product Manager Sourcing Concept development and Sourcing Definition of acceptable sup Advance Procurement operations of the concept suppliers Specialist installed pump base Cost and Estimation of costs and lead Advance Procurement delivery times Specialist Inventory Management estimation Verification Commercial and technical Advance Procurement confirmation by the supplier, Specialist • identification and need quantity of critical parts that specification can be met • triggering procurement, shipment and storage • call of / (trigger shipment) Design Creation of Review Record Advance Procurement • trigger field activities Review Specialist Follow up Follow-up iteration when Advance Procurement Sub Task Description Roles & Functions necessary Specialist Identification identification and need inventory of need of quantity of critical manager parts consignment filling up the customer inventory fill up related ware house manager (ZKB -> delivery, post god issue) book to stock Storage of parts inventory location manager consignment book from storage for inventory issue use, notification to manager sulzer, billing trigger field Triggering of ordered service centre activities field activities manager Service Agreement Management • Managing the Service agreement, monitoring the performance of the specified services / KPI, assessment of the monitoring results Sub Task Description Roles & Functions risk performance / financial contract manager assessment risk assessment KPI provisioning of the KPI contract manager provisioning to the field KPI collection of the KPI field engineer measurement measurement compiling and compiling and contract manager assessment assessment of the of the results results Needed Define and initiate contract manager action needed action CSS Opportunity Management • Analysing the Installed Base regarding the installed spare parts and the predicted life time of parts installed and identified potentials for maintenance, retrofit, ….. Sub Task Description Roles & Functions Analysis Based on the installed Business Analyst base, the spare part / maintenance history and the predicted life time of components potential CSS activities are identified (sales potential report) Trigger The identified sales Business Analyst Marketing / potentials are given to Sales sales / marketing in order to get in contact with the customer PLM OPEN HOURS _ 02.11.2011 7
  • 8. Global Access Rights 4 «main» requirements  «Full» Collaboration within one LE / not access for others  «Full» Collaboration within different Legal Entities  Limited Collaboration within different Legal Entities  Data, which can be accessed from different LEs (e.g. library parts) PLM OPEN HOURS _ 02.11.2011 8
  • 9. Different use cases «Full» Collaboration within one LE / no access for others Legal Entity 1 Legal Entity 2 No Access X Users LE1 X Users LE2 PLM OPEN HOURS _ 02.11.2011 9
  • 10. Different use cases «Full» Collaboration within different Legal Entities Legal Entity 1&2 Users LE1 Users LE2 PLM OPEN HOURS _ 02.11.2011 10
  • 11. Different use cases Limited Collaboration within different Legal Entities Legal Entity 1 - Extended “Collaboration Room” Subset: Make available to collaboration room Users LE1 Users LE2 PLM OPEN HOURS _ 02.11.2011 11
  • 12. Different use cases Data, which can be accessed from different LEs (e.g. norm parts / library parts) Legal Entity 1 Global Integration of “Global” Library Parts Users LE1 All Users PLM OPEN HOURS _ 02.11.2011 12
  • 13. Procedure for SpecificationCustomers Life Cycle / Tours Create Project Status before Description Status after Create Project Project is not available Project is created Actors Segment Manager Product Development Manager Project Manager Adapt Template Project Plan to Project need Status before Description Status after Activities Create Project, Select Template Adapt Template Project Plan to Project need Project specific Project Plan is Template Project plan is give Project Name available (Tasks, Deliverables, available for project define Access Group (Default or Preject Members only) Milestones) define Standard Attribute (Start Date,…..) Actors Select Team Add / Remove Folders, Documents according need of project Segment Manager Product Development Manager Create Project Remarks Project Manager Manual execution of the project (execution control manual) Activities Status before Description Status after Select Project Plan Create Project Change, Remove, Add Tasks, Deliverables, Milestone is not available Project Project is created Actors Segment Manager Product Development Manager Project Manager Remarks Activities Create Project, Select Template give Project Name define Access Group (Default or Preject Members only) define Standard Attribute (Start Date,…..) Select Team Add / Remove Folders, Documents according need of project Remarks Manual execution of the project (execution control manual) Standard PDM System Basic Use Cases: - Standard System Functionality - Functional Specification (Business View) PLM OPEN HOURS _ 02.11.2011 13 - Used according needs of processes
  • 14. Conlusion for PDM-System Different aspects to be considered regarding “Global Access Rights”  Purpose of collaboration – Sharing the work – Involvement of experts – Technology Transfer/Knowledge Transfer –…  Involved tasks, roles (Engineer, Reviewer, Approver, Viewer)  Legal aspects (involved countries) These requirements are the basis for the access rights concept within a PDM-System PLM OPEN HOURS _ 02.11.2011 14