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Master Data Management (MDM) & PLM –
Enterprise Product Management

Copyright © 2013 Tata Consultancy Services Limited

1
Table of Contents
1

Key trends in Product Development, reshaping product data

2

Current MDM practices, Need for product master data in MDM

3

Understanding Product Master Data - Ontology & Approach

4

PLM and MDM relationship

5

Customer Case Reference

6

Benefits & Takeaways

2
Globalization, Innovation, Cost competitiveness and
Sustainability bringing increased focus on Product
data
Engineering Systems

Globalization and
localization of Products
Part
Engineer

Sales & Marketing Systems

“Product Data” mutates to meet local business and IT needs
Component
Supplier

Designer

Mergers, Acquisitions
and Divestitures
Engineering
Data

Manufacturing Systems

Mfg
Data

Sales
Data

Multidisciplinary View of
Sales
Products
Data

Continuous and ongoing Mfg
activity of Product Data
Plant
synchronization .Understanding of “What Product Data is” is
Contract
Mfg
Mfg
different across organizations
Manufacturer
Plant
Data
Engineering
Data

Constant increase in complexity of information needed to
Mfg
comprehensively understand product data.
Engineering
Sales
Data

Evolving Biz needs
Mfg
increasing the scope of
Data
product data elements

Data

Data

Mfg
Data

Designer

Continuously evolving business needs on “Product Data”.

Engineering
Data

Acquisition

Future proof IT at lower
TCO

Mfg
Plant

Mfg
Data

Mfg
Plant

Mfg
Data

Engineering
Data

Scalable robust IT infrastructure built on new gen IT strategies .
Standardization and Harmonization of IT systems and services

Part
Engineer

3
Organizations are constantly thriving to address their
challenges in managing and sharing Product Data
Complex Product data, fragmented
across the organization
Looking beyond CAD & Documents and tackling the Complex
Part/BoM /Change relationships
Increased software intensity in products
Expanding functional footprint (Simulation, Digital Mfg Data,
Compliance and Quality Data)

Product Data, today is federated and exists
in disconnected multiple systems resulting in data
ownership, governance and security issues
Lack of Data / process synchronization leading to
Usage of old and duplicate product data
Long cycle times for data reconciliation
Ever increasing mergers & acquisitions leading to
growing complexity in product data diversity and
relationships
Available Product Data is not trustworthy
for decision making

“A need exists for a system
to store released product
information available as a
System of Record, defined
as Product Master Data
which can be referred across
the organization”

Are Today’s MDM
practices able to
establish a product
Master to address
these challenges ??
4
Current established practices of MDM should enrich the
scope and boundaries of Product Data
Today, Product Master data
under MDM is catering mainly to
the Sales and Marketing needs
of the organization (Product
Catalog, pricing, availability ,
etc..)

Data Accuracy

Data Reuse
Data Quality Data Ownership
Data Stewardship Semantic consistency
Data Accountability
Data Accountability
Data Integrity

Product
Master
data

Enterprise Data
Warehouse

ETL
Engine

Supplier
Master
data

Data Mart

Data
Analytics & BI

Data Mart
Data Mart

EAI/P2P/SOA

CRM
CRM
CRM

ERP
ERP
ERP

MES
MES

MRO
PDM

Legacy
Legacy
5
Understanding Product Master Data in the Context of
Master Data Management
Multiple R&D
Systems
across BUs

Enterprise Integration Layer
EAI/P2P//SOA
3

2

Sales

Sales
Sales

4

Legacy
Legacy
Legacy
(BU1)

Product Catalog
Sales Configurations
Quotes & Orders
Mat’l safety data
sheets

Mfg
Product
Master
data

PDM
PLM
PDM
(BU1)

Supplier
Master
data

Derivable views for
MTS, CTO, ETO etc

Mfg
Mfg

Service

Product Master Data

1

Plant BoMs
Plant routings
Work instructions
Test plans and
procedures

Parts Data

Design Data

BOMs& Routings

Docs/Specification

Configuration Data

Installed Base
Spare Parts Catalog
Service Bulletins

Service
Service

Work Instructions

ALMALM
ALM
(BU1)

Supply Chain

Supply
Supply
Chain
Chain

Material Sourcing

Prod Quality Data
ALM
ALM
Acquisitions

Product
Compliance Data

Product Service
Data

6
Ontology of Product Master Data
Product Master Data

Parts / Components

Product Structure

Product History / Change

Mechanical

BOM

Electrical /
Electronic

Relationships

Product Quality Data

Rules

Product Compliance Data

Software
Documents
Visual
Representation

Product Planning Info
Routings
Process
Instructions

2D
3D
PDF / Word

Product Service Data
Product Technical
Information
Service Parts
Attributes

Product Re-use Info
Classification
Characteristics

7
A Closer look at the Data elements and interrelationshipsOntology of the Product Master Data (But not limited to..)
Organization
Business
Unit
Location

Department

Region
Workflow

Employee

Workflow
Task

Mechanical
Features

Product

Spare Part

Master BoM

Part Family

Alternate
Part

Product
Configuration

Hardware

Issue

Supplier

Software

Eng.
Change

Cost

Part

Part

Substitute
Part
BoMs

Material
Routings
Substance

Work
Instructions

Documents
Tech.
Manuals

Specification
Design
Spec
Tech.
Spec
Material
Spec
Test
Spec

Drawing

PDF

Model

JT

Images

8
PLM Systems will complement the creation of Product
Master Data systems
PLM
PLM is the Source for Work in
Progress (WIP) Product Data

MDM
MDM is the source for Released
Product Data aggregated to a
Product Master

Authoring Space for Product Data

Gate Keeper of Product Master Data
for different consumers

Focus on Multidisciplinary
engineering functions (Hardware/

Focus on Product Master Data
needed for enterprise level
transactions

Mechanics/Software)

Process centric approach to creation
of Product Data
Structured feed of data elements
which can constitute the Product
Master data

System of Record for establishing
the single source of truth
Leveraging the MDM infrastructure to
feed different consumers like Sales,
Supply Chain, Analytics etc

PLM and Product Master data Systems are complementary and not redundant
9
Systemic View of the PLM MDM setup with other
cross functional enterprise systems
Data Migration Setup
Sales
Multiple
Sources
Extract

Target
Systems
(Load)

Staging
(Cleanse/
transform)

Configurator

Pricing
Warranty
Orders

MES

MDM/PLM

PDM/PLM

Scheduling
Testing / Quality
Serialization
As Built BOM

Product Master
PDM/PLM

Authorin
g Tools

Product Data from
Engineering/ R&D

ALM
Product Data needed
by other functions
(maintained in MDM)

ERP

Plant Specific Changes
Planning
Production Orders
Localization

Compliance

Simulation

Supplier
Master

Service
Customer
Master

Integration

Employee
Master
Data Load

Service BOM
Spares
Maintenance Schedule

10
Enabling integration between the Engineering/ R&D
systems, MDM and cross functional systems
1
PLM

3
2

MDM
Request

Maturity
Lifecycle
Engineering
Business Processes

Change

Sales

Mfg

Response
Product
Master

Changes

Cross functional
integration

Service

Supply Chain

11
Key Use Cases and solution scenarios
Standard Based Meta
Model Definition

1

• Meta model definition of the Product
Master
• Standards based metal model for
structure, relationships and
information exchange

Data Ownership
Identification & Transfer
Mechanism
• Identify ownership mechanism in
various Engineering Systems
• Ownership definition in Product
Master system
• Role & Access Control setup in
Product Master System
• Engineering attribute & Product
Master attribute identification

4

Automated Continuous
Data Migration Mechanism

2

• Automatic transfer situations from
Engineering (R&D) systems to
Product Master data system
• Identify triggering mechanisms
(synchronous / asynchronous)
• Workflow modifications / status
change triggers modification for data
transfer

Closed Loop Engineering
Change Process

5

• Process definition for Engineering
release to Product Master
• Mechanism to inform Product Master
stakeholders regarding the change
• Change Number format
harmonization in all Engineering
Systems

On Demand Trigger for
data migration
•

Establishing the triggers from
Engineering systems

•

3

Identify additional attributes for
transfer

Integration between
6
engineering (R&D)systems and
Product Data master system
• Transform engineering system data
to Product Master schema
• Data validations before transfer
• Development mechanism
identification for source and
destination systems
• Queuing, Scheduling and Monitoring
mechanism
12
Benefits for Globalization, Innovation, Cost
competitiveness and Sustainability
Data
Governance,
Risk &
Compliance

Process
Simplification &
Standardization

Scalable and
Simplified IT
Landscape

•
•
•
•

Standardized & uniform product data in Product Master system
across the organization
Single source for truth for Sales, Mfg, Supply chain & Service
Ease in making Product Ownership changes
Increased data quality for decision making

•
•
•
•

Improved change management : Control on Global/Local changes
Ease in engineering/mfg change analysis and implementation
mproved business agility & speed to customer response
Improved traceability of product data, helping in compliance & Issue
identification

•
•

Reduced number of interfaces (Low AMS costs)
High Scalability due to standard practices and established models

13
6 Key Learnings for Product Master Data fitment into
Overall MDM Strategy
1

Business Unit / Product Division level variations in Product Data will
lead to more time for interfaces harmonization

2

No standard data ownership identification mechanism. Organization
specific rules need to be developed to classify ownership

3

Data conflicts identification & resolution is time consuming
(especially for legacy data)

4

Historical data migration, could lead to development of complex
migration mechanisms

5

Changes in upstream & downstream systems calls for lot of coordination among different organization functions

6

Standards driven Meta Model definition and data exchange like
JT2Go, STEP, PLCS etc should be evaluated and established
14
Recommended reading
 Open Methodology Solution on MDM
(http://mike2.openmethodology.org/wiki/Master_Data_Manage
ment_Solution_Offering).
 Microsoft Definition on MDM (http://msdn.microsoft.com/enus/library/bb190163.aspx)
 David Butler. Master Data Management, an Oracle White
Paper, 2011.
 Dr Rob Bodington, Patrick Houbaux. What is PLCS – STEP
AP239, 2011.

15
Thank You
Eis.marketing@tcs.com

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Master data management (mdm) & plm in context of enterprise product management

  • 1. Master Data Management (MDM) & PLM – Enterprise Product Management Copyright © 2013 Tata Consultancy Services Limited 1
  • 2. Table of Contents 1 Key trends in Product Development, reshaping product data 2 Current MDM practices, Need for product master data in MDM 3 Understanding Product Master Data - Ontology & Approach 4 PLM and MDM relationship 5 Customer Case Reference 6 Benefits & Takeaways 2
  • 3. Globalization, Innovation, Cost competitiveness and Sustainability bringing increased focus on Product data Engineering Systems Globalization and localization of Products Part Engineer Sales & Marketing Systems “Product Data” mutates to meet local business and IT needs Component Supplier Designer Mergers, Acquisitions and Divestitures Engineering Data Manufacturing Systems Mfg Data Sales Data Multidisciplinary View of Sales Products Data Continuous and ongoing Mfg activity of Product Data Plant synchronization .Understanding of “What Product Data is” is Contract Mfg Mfg different across organizations Manufacturer Plant Data Engineering Data Constant increase in complexity of information needed to Mfg comprehensively understand product data. Engineering Sales Data Evolving Biz needs Mfg increasing the scope of Data product data elements Data Data Mfg Data Designer Continuously evolving business needs on “Product Data”. Engineering Data Acquisition Future proof IT at lower TCO Mfg Plant Mfg Data Mfg Plant Mfg Data Engineering Data Scalable robust IT infrastructure built on new gen IT strategies . Standardization and Harmonization of IT systems and services Part Engineer 3
  • 4. Organizations are constantly thriving to address their challenges in managing and sharing Product Data Complex Product data, fragmented across the organization Looking beyond CAD & Documents and tackling the Complex Part/BoM /Change relationships Increased software intensity in products Expanding functional footprint (Simulation, Digital Mfg Data, Compliance and Quality Data) Product Data, today is federated and exists in disconnected multiple systems resulting in data ownership, governance and security issues Lack of Data / process synchronization leading to Usage of old and duplicate product data Long cycle times for data reconciliation Ever increasing mergers & acquisitions leading to growing complexity in product data diversity and relationships Available Product Data is not trustworthy for decision making “A need exists for a system to store released product information available as a System of Record, defined as Product Master Data which can be referred across the organization” Are Today’s MDM practices able to establish a product Master to address these challenges ?? 4
  • 5. Current established practices of MDM should enrich the scope and boundaries of Product Data Today, Product Master data under MDM is catering mainly to the Sales and Marketing needs of the organization (Product Catalog, pricing, availability , etc..) Data Accuracy Data Reuse Data Quality Data Ownership Data Stewardship Semantic consistency Data Accountability Data Accountability Data Integrity Product Master data Enterprise Data Warehouse ETL Engine Supplier Master data Data Mart Data Analytics & BI Data Mart Data Mart EAI/P2P/SOA CRM CRM CRM ERP ERP ERP MES MES MRO PDM Legacy Legacy 5
  • 6. Understanding Product Master Data in the Context of Master Data Management Multiple R&D Systems across BUs Enterprise Integration Layer EAI/P2P//SOA 3 2 Sales Sales Sales 4 Legacy Legacy Legacy (BU1) Product Catalog Sales Configurations Quotes & Orders Mat’l safety data sheets Mfg Product Master data PDM PLM PDM (BU1) Supplier Master data Derivable views for MTS, CTO, ETO etc Mfg Mfg Service Product Master Data 1 Plant BoMs Plant routings Work instructions Test plans and procedures Parts Data Design Data BOMs& Routings Docs/Specification Configuration Data Installed Base Spare Parts Catalog Service Bulletins Service Service Work Instructions ALMALM ALM (BU1) Supply Chain Supply Supply Chain Chain Material Sourcing Prod Quality Data ALM ALM Acquisitions Product Compliance Data Product Service Data 6
  • 7. Ontology of Product Master Data Product Master Data Parts / Components Product Structure Product History / Change Mechanical BOM Electrical / Electronic Relationships Product Quality Data Rules Product Compliance Data Software Documents Visual Representation Product Planning Info Routings Process Instructions 2D 3D PDF / Word Product Service Data Product Technical Information Service Parts Attributes Product Re-use Info Classification Characteristics 7
  • 8. A Closer look at the Data elements and interrelationshipsOntology of the Product Master Data (But not limited to..) Organization Business Unit Location Department Region Workflow Employee Workflow Task Mechanical Features Product Spare Part Master BoM Part Family Alternate Part Product Configuration Hardware Issue Supplier Software Eng. Change Cost Part Part Substitute Part BoMs Material Routings Substance Work Instructions Documents Tech. Manuals Specification Design Spec Tech. Spec Material Spec Test Spec Drawing PDF Model JT Images 8
  • 9. PLM Systems will complement the creation of Product Master Data systems PLM PLM is the Source for Work in Progress (WIP) Product Data MDM MDM is the source for Released Product Data aggregated to a Product Master Authoring Space for Product Data Gate Keeper of Product Master Data for different consumers Focus on Multidisciplinary engineering functions (Hardware/ Focus on Product Master Data needed for enterprise level transactions Mechanics/Software) Process centric approach to creation of Product Data Structured feed of data elements which can constitute the Product Master data System of Record for establishing the single source of truth Leveraging the MDM infrastructure to feed different consumers like Sales, Supply Chain, Analytics etc PLM and Product Master data Systems are complementary and not redundant 9
  • 10. Systemic View of the PLM MDM setup with other cross functional enterprise systems Data Migration Setup Sales Multiple Sources Extract Target Systems (Load) Staging (Cleanse/ transform) Configurator Pricing Warranty Orders MES MDM/PLM PDM/PLM Scheduling Testing / Quality Serialization As Built BOM Product Master PDM/PLM Authorin g Tools Product Data from Engineering/ R&D ALM Product Data needed by other functions (maintained in MDM) ERP Plant Specific Changes Planning Production Orders Localization Compliance Simulation Supplier Master Service Customer Master Integration Employee Master Data Load Service BOM Spares Maintenance Schedule 10
  • 11. Enabling integration between the Engineering/ R&D systems, MDM and cross functional systems 1 PLM 3 2 MDM Request Maturity Lifecycle Engineering Business Processes Change Sales Mfg Response Product Master Changes Cross functional integration Service Supply Chain 11
  • 12. Key Use Cases and solution scenarios Standard Based Meta Model Definition 1 • Meta model definition of the Product Master • Standards based metal model for structure, relationships and information exchange Data Ownership Identification & Transfer Mechanism • Identify ownership mechanism in various Engineering Systems • Ownership definition in Product Master system • Role & Access Control setup in Product Master System • Engineering attribute & Product Master attribute identification 4 Automated Continuous Data Migration Mechanism 2 • Automatic transfer situations from Engineering (R&D) systems to Product Master data system • Identify triggering mechanisms (synchronous / asynchronous) • Workflow modifications / status change triggers modification for data transfer Closed Loop Engineering Change Process 5 • Process definition for Engineering release to Product Master • Mechanism to inform Product Master stakeholders regarding the change • Change Number format harmonization in all Engineering Systems On Demand Trigger for data migration • Establishing the triggers from Engineering systems • 3 Identify additional attributes for transfer Integration between 6 engineering (R&D)systems and Product Data master system • Transform engineering system data to Product Master schema • Data validations before transfer • Development mechanism identification for source and destination systems • Queuing, Scheduling and Monitoring mechanism 12
  • 13. Benefits for Globalization, Innovation, Cost competitiveness and Sustainability Data Governance, Risk & Compliance Process Simplification & Standardization Scalable and Simplified IT Landscape • • • • Standardized & uniform product data in Product Master system across the organization Single source for truth for Sales, Mfg, Supply chain & Service Ease in making Product Ownership changes Increased data quality for decision making • • • • Improved change management : Control on Global/Local changes Ease in engineering/mfg change analysis and implementation mproved business agility & speed to customer response Improved traceability of product data, helping in compliance & Issue identification • • Reduced number of interfaces (Low AMS costs) High Scalability due to standard practices and established models 13
  • 14. 6 Key Learnings for Product Master Data fitment into Overall MDM Strategy 1 Business Unit / Product Division level variations in Product Data will lead to more time for interfaces harmonization 2 No standard data ownership identification mechanism. Organization specific rules need to be developed to classify ownership 3 Data conflicts identification & resolution is time consuming (especially for legacy data) 4 Historical data migration, could lead to development of complex migration mechanisms 5 Changes in upstream & downstream systems calls for lot of coordination among different organization functions 6 Standards driven Meta Model definition and data exchange like JT2Go, STEP, PLCS etc should be evaluated and established 14
  • 15. Recommended reading  Open Methodology Solution on MDM (http://mike2.openmethodology.org/wiki/Master_Data_Manage ment_Solution_Offering).  Microsoft Definition on MDM (http://msdn.microsoft.com/enus/library/bb190163.aspx)  David Butler. Master Data Management, an Oracle White Paper, 2011.  Dr Rob Bodington, Patrick Houbaux. What is PLCS – STEP AP239, 2011. 15