SAP Product Lifecycle Management:  Implementation Tip, Tricks and Lessons
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SAP Product Lifecycle Management: Implementation Tip, Tricks and Lessons

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A SAP PLM lessons learned presentation. Learn about selecting SAP PLM as your tool, defining the right project scope, setting up your team, and project methodology to follow.

A SAP PLM lessons learned presentation. Learn about selecting SAP PLM as your tool, defining the right project scope, setting up your team, and project methodology to follow.

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SAP Product Lifecycle Management:  Implementation Tip, Tricks and Lessons SAP Product Lifecycle Management: Implementation Tip, Tricks and Lessons Presentation Transcript

  • ] Eric Stajda, LeverX SAP Product Lifecycle Management: Implementation Tip, Tricks and Lessons Learned [ JUERGEN LINDNER SAP POINT OF CONTACT MEMBER SINCE: 1998 [ LINDA WILSON ASUG INSTALLATION MEMBER MEMBER SINCE: 1999 [ ATUL PATANKAR ASUG INSTALLATION MEMBER MEMBER SINCE: 2000
  • [ What We’ll Cover … Introduction Selecting SAP PLM as your tool Defining the right project scope Setting up the team Project methodology Organizational change management Key SAP PLM functional areas Training Wrap-up 2
  • [ What’s in This Session? Get expert advice on how to avoid common pitfalls and obstacles as you begin or continue an SAP PLM implementation project Selecting SAP PLM Implementation team Project scope Project methodology Look into key functionality Material, BOMs, CAD, Document Management, etc. 3
  • [ What’s in This Session? (cont.) What you are going to get today My views based on working with customers The goal of the presentation To help you avoid common mistakes To provide some tips and insight into making your PLM project go smoother 4
  • [ What We’ll Cover … Introduction Selecting SAP PLM as your tool Defining the right project scope Setting up the team Project methodology Organizational change management Key SAP PLM functional areas Training Wrap-up 5
  • [ Selecting SAP PLM As Your Tool Before you start building, you must select the right tools Engineering mindset about SAP It is for Manufacturing, Finance, Purchasing, and Sales Not an Engineering system In general, Engineering departments typically have a great deal of control of their systems Sometimes they have their own Engineering IT group Since SAP is large and complex, there is a vision that things cannot be done fast and the system may not be flexible This is true to some degree Before looking at SAP, many companies will look at best of breed solutions like Matrix One, Teamcenter, Smarteam, etc. 6
  • [ Selecting SAP PLM As Your Tool (cont.) At an earlier conference this year, an attendee asked why choose SAP PLM over another competing product Here are the key points that I gave Integration to the rest of the organization Easy access to engineering data throughout the organization Engineering has access to supporting information for decision making One infrastructure and one support team Fewer interfaces to build and support Utilizing an asset in which you have made a large investment 7
  • [ Selecting SAP PLM As Your Tool (cont.) In the end, SAP PLM is a tool Most of the software packages contain the same basic functionality The success of your project will not be based solely on the functionality of the software 8
  • [ What We’ll Cover … Introduction Selecting SAP PLM as your tool Defining the right project scope Setting up the team Project methodology Organizational change management Key SAP PLM functional areas Training Wrap-up 9
  • [ Defining the Right Project Scope Before starting a project, you must define the right scope Selecting your scope can be based on the following drivers Business benefit derived from the implementing Resources you have available People, money, time Scope is also based on what current systems or processes you have in place today Do you have a system that manages your processes that is no longer supported? 10
  • [ Defining the Right Project Scope (cont.) If you have nothing in place, do you need a baseline system? A baseline system is what I consider Product Data Management (PDM) Materials, BOMs, Document Management, Classification, Engineering Change, CAD Management When thinking of your project scope, think of phased implementations If your organization is not big on change, then start with smaller projects that can bring success quickly “Big-bang” projects work, but they are tough Require most amount of change management, resources, time, and risk Many projects fail because the scope is too large 11
  • [ Sample Scope Options Document Management Scope: Bring all Engineering documents into a secure vault and associate to the product structure Benefit: Engineering documentation is easily accessible by all users of the SAP system (Manufacturing, Purchasing, Sales, etc.) CAD Management with Engineering Change Management Scope: Integrate your CAD systems to the SAP system Benefit: CAD data is managed is secure and controlled environment PDM baseline system Scope: Manage creation and change of all Engineering product data Materials, BOMs, Classification, Documents, CAD, Engineering Change Benefit: Based on business environment — many Common processes, part reuse, change controlled environment, etc. 12
  • [ Tip for Initial Implementations of SAP Systems If your organization is using a SAP system for the first time, start with the smallest scope to build some initial success and momentum Small successes can lead to bigger gains This also allows the project team to gain knowledge and confidence Tip 13
  • [ What We’ll Cover … Introduction Selecting SAP PLM as your tool Defining the right project scope Setting up the team Project methodology Organizational change management Key SAP PLM functional areas Training Wrap-up 14
  • [ Setting up the Team Success begins with your team Make sure you have your top resources on the team Many times, the project team members are selected from who is available and who will be least missed from the core business Top resources bring the following to the table Have the best information Can drive decisions Get buy in from others Team must be supported by top management This gives them credibility when they go out to the business areas, ask tough questions, and propose changes to processes 15
  • [ Setting up the Team (cont.) Success begins with your team People with a positive attitude and willing to learn If they have not been exposed to SAP systems, they should be excited about learning something new They should not have a negative disposition towards SAP systems It is true — one negative person can bring down a team Set the correct expectations What will they be responsible for? How long will they be assigned? What will occur after go-live? 16
  • [ Example Project Team for a Common Project Project champions trumpet the message of why the project is being done Executive Steering Committee helps make the tough decisions Project Champions SeniorManagement Executive Steering Committee SeniorManagement ProjectM anagemt IT & Business SAP PDM Organization Training CAD Data Infrastructure Functional Change Applications (Business) Managem ent Conversion Team Lead Team Lead Team Lead Team Lead Consultants Leads Team Lead 17
  • [ What We’ll Cover … Introduction Selecting SAP PLM as your tool Defining the right project scope Setting up the team Project methodology Organizational change management Key SAP PLM functional areas Training Case study Wrap-up 18
  • [ Project Methodology Many projects follow the ASAP methodology, going through these phases: Project Prep Blueprint Realization Go-Live I have noticed a few issues as projects proceed through this methodology Specifically, issues tend to appear during the Blueprint phase 19
  • [ Blueprint Phase During Blueprint, business users do not spend enough time in the system They are asked to make decisions about functionality or concepts that they are not familiar with My recommendations: Spend more time in the system upfront Spend a short time gathering requirements and build a quick prototype Use the prototype for a conference room pilot and then find out what needs to be tweaked The purpose of the Conference Room Pilot is to validate the prototype against the business processes of end-users of the software, by allowing end-users to use the software to carry out typical or key business processes using the new software This cuts down overall length of project Project team members become more knowledgeable 20 and make better decisions
  • [ What We’ll Cover … Introduction Selecting SAP PLM as your tool Defining the right project scope Setting up the team Project methodology Organizational change management Key SAP PLM functional areas Training Case study Wrap-up 21
  • [ Organizational Change Management (OCM) Many projects have no organizational change management process or do not consider it important As important as technology and functionality, the organizational change management team keeps communication clear, dispels rumors, and keeps all participants feeling like they are part of the project Keeps us from working in a vacuum Worst thing is to come back to the business after six months and say, “Here is your system…” OCM keeps them in the loop OCM is a continuous process Continues after go-live 22
  • [ Activities Carried Out by the OCM Team Establish and execute communications plan, including communication toolkits for the team and business to use as needed Maintain project Web site Assist project management in preparing for and facilitating events, such as face-to-face workshops or system demos Conduct business readiness surveys Conduct team effectiveness surveys Establish and lead business readiness team Design and conduct leadership alignment workshops 23
  • [ What We’ll Cover … Introduction Selecting SAP PLM as your tool Defining the right project scope Setting up the team Project methodology Organizational change management Key SAP PLM functional areas Training Wrap-up 24
  • [ Key SAP PLM Functional Areas In this section, I’ll talk briefly about key SAP PLM functional areas Document Management CAD Integration Material Master Classification Bill of Material (BOM) Workflow 25
  • [ Document Management System (DMS) SAP provides you with an enterprise DMS system Start with management of a small number of documents Issue: I could manage everything, but how do I set the system up in meaningful way? Expand documents that are managed after go-live Opportunities will present themselves 26
  • [ CAD Integration SAP sells CAD interfaces to a variety of packages CATIA, UG, I-deas, Pro/E, Autocad, etc. SAP is not the main developer of the interfaces DSC, .riess, CIDEON, Tesis When implementing, best support comes directly from the companies that develop these packages If modification or add-ons are required, they know how to modify the software quickly and efficiently 27
  • [ Material Master From an initial look, the material master seems complex There are many views that capture data for different areas of the organization In general, the Engineering area is only interested in 3 views Basic Data 1, Basic Data 2, Classification Have a decision on a part number scheme before going into the project Smart number vs. unintelligent Understand how material revisions work in the system Materials are not inventoried by revision 28
  • [ Classification Classification is defined as adding additional attributes to aid in searching for materials Major business benefit is part reuse Lesson learned is that this is difficult process for business owners to define In a large global company, getting agreement from all parties on defining the attributes and when they are required is difficult From a technical standpoint, this is an easy area to implement 29
  • [ Bill of Material Best practice is to use an Engineering BOM There will be multiple bill materials for plant-specific BOMs Use the Engineering BOM and copy it into the production BOM 30
  • [ Workflow SAP Workflow is great for getting the right information to the right people at the right time Start simple — do not attempt to workflow-enable everything Find a good resource who has experience in developing workflows for multiple areas of SAP Build up your internal staff so that they can support workflows after go live 31
  • [ What We’ll Cover … Introduction Selecting SAP PLM as your tool Defining the right project scope Setting up the team Project methodology Organizational change management Key SAP PLM functional areas Training Wrap-up 32
  • [ Training Many companies use the “train the trainer” concept Knowledge needs to be transferred from core team to trainers so that they can carry out the training Before training can begin, material must be developed The main knowledge holders of how to develop the training material are those who are building/developing the system One issue I’ve found is that this core team is busy and knowledge must be transferred to dedicated training developers In some cases, areas of the system are still being developed while training development is going on System and process should be locked down as much as possible before training development begins to eliminate the frustration of continual rework of training material 33
  • [ Training (cont.) The average amount of training required per user depends on the scope of the project Project Scope Training Per User Document Management 6 hours CAD Management with Engineering 2 to 3 days Change Engineering Change Management 6 to 8 hours Full PDM Scope 2 to 3 days (DM, BOM, Material, Classification, ECM) 34
  • [ What We’ll Cover … Introduction Selecting SAP PLM as your tool Defining the right project scope Setting up the team Project methodology Organizational change management Key SAP PLM functional areas Training Wrap-up 35
  • [ Resources 10 PLM Pitfalls http://www.managingautomation.com/maonline/exclusive/read/1 0_PLM_Pitfalls_11403265 Registration required 10 Best Practices for Successful PLM Evaluations http://www.meta-fore.com/education/wpreg.php Registration required PLM Interest Group (PLMIG) — The PLMIG is a neutral organization, independent of all providers of PLM products and services http://www.plmig.com/welcome/abouttheplmig.shtml CIMdata® — A definition of PLM http://www.cimdata.com/PLM/plm.html 36
  • [ Key Learnings SAP PLM is all about integration Make sure to bring your best resources to the team Make you have a project champion that can manage noise and drive home the point of why the project is being undertaken Select the right size scope Don’t be afraid to select something small to get a quick win Get into the system early and build a prototype Organizational change management should start early and continue on through the life of the project Learn from other customers Come to conferences such as this or request reference calls from your SAP Account Executive 37
  • [ Thank you for participating. Please remember to complete and return your evaluation form following this session. For ongoing education on this area of focus, visit the Year-Round Community page at www.asug.com/yrc ] [SESSION CODE: 3607 38