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ARAS - change management

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Aras Engineering Change Management automates, controls and organizes all change requests, assessments, plans and actual changes to a product or system. Users throughout the product lifecycle and extended supply chain have instant visibility into the engineering change order (ECO) process, so everyone is working from the same product record and changes are communicated in real time.

Using OOTB solutions or creating a custom implementation is up to you.

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ARAS - change management

  1. 1. DOMORE ACE 2013 Copyright © 2013 Aras. All Rights Reserved. aras.com
  2. 2. ACE 2013 Change Management Patrick Willemsen Copyright © 2013 Aras. All Rights Reserved. aras.com
  3. 3. Presentation Outline  Change Scenarios and Options  CMII Change  Express ECO    Impact Matrix Workflow Technical Implementation  Custom Change Processes  Customer Showcases from Spontech, Lear and Xerox  Q&A  Note: Since this is a tech session we will not talk about product change management concepts or implementation methodologies. Copyright © 2013 Aras. All Rights Reserved. Slide 3 aras.com
  4. 4. Why Change Management?  When managing revisions & versions of data and files you will need to manage the change process between revisions.  Scenario 1 - for a single data item or file that has revisions, change management is usually very simple Doc 1000 – Rev A Doc 1000 – Rev B Doc 1000 – Rev C  Scenario 2 - data items or files that have revisions related to other data items & files that have revisions (revision structures), you are into configuration management principles and change management can get very complex CAD Structure BOM Structure 00000588 00000512 00000688 Copyright © 2013 Aras. All Rights Reserved. Slide 4 aras.com
  5. 5. Change Management Philosophy Change Scenarios Scenario Process Type Aras Change Items Manual Revision & Release Lifecycle only Lifecycle  Items have states/status Full Change Process CMII or Express Change Process Either: CMII  PR/ECR/ECN Express  ECO/DCO Conduct impact analysis, planning and approvals and execute changes in Aras Simple Change Process Simple  ECO/MCO: Only run basic approvals for change execution in Aras to implement changes Custom Change Process Your custom change objects  Specific corporate competitive practices, as basic or sophisticated as you need • • • Request-to-Execution Planning & analysis Change implementation Change Implementation Only • • No request required Planning & analysis prior to initiation Highly Specialized Competitive Process Copyright © 2013 Aras. All Rights Reserved. Slide 5 aras.com
  6. 6. Aras Change Process Options Out-of-the-Box  Manual Revision and Release: By Permissions  The owner of the object has the security permissions to revise and release without a workflow  CMII Change Process: PR  ECR  ECN  Express Change Process: ECO with Impact Matrix & DCO  Simple Change Process: ECO & MCO Copyright © 2013 Aras. All Rights Reserved. Slide 6 aras.com
  7. 7. Change Process Options Out-of-the-Box  Simply select your scenario Copyright © 2013 Aras. All Rights Reserved. Slide 7 aras.com
  8. 8. Aras Innovator CMII Change Process Copyright © 2013 Aras. All Rights Reserved. Slide 8 aras.com
  9. 9. CMII Change Process Steps & Roles Anyone can raise a Problem Report PR PR PR Change specialist I Change specialist II Coordinates PRs and ECRs Coordinates ECNs ECR ECN PR PR PR PR Change Implementation Board (CIB) Validates & approves implementation of changes ECR Change Review Board (CRB) Reviews & approves proposed changes Copyright © 2013 Aras. All Rights Reserved. Slide 9 aras.com
  10. 10. CMII Change Process Closed-Loop ECN audit Release PLM Vault for released information Change specialist III DCRs Work copies Work authorization Validation by users Application Document upgrade by creator Must conform ECRs Enterprise change requests CIB Results Cost estimates By CRB Change specialist I Technical review by creator Copyright © 2013 Aras. All Rights Reserved. 15-25% Fast Track Business decision By creator Slide 10 ECNs Change specialist II ECN 75-85% Implementation plan by creator aras.com
  11. 11. CMII Change Process Change Types Change activity CRB CIB Change category Business decision 75 – 85% Fast Track Basic Low Risk By Individuals By Individuals 15 – 20% Complex Medium Risk By standing board of management representatives By standing board of functional specialists 0 – 5% Complex High Risk Copyright © 2013 Aras. All Rights Reserved. Plan and Implement By special board including top management Slide 11 aras.com
  12. 12. CMII Change Process Change Impact Impact Form, Fit, Function Do other items need to be changed? Physical, Logical Are the physical and/or logical aspects of the system impacted? Cost Will the cost of this item and/or other affected items change? Time Will it delay or speed up other activities? Stock How much is in stock? Use as is until depletion? Scrap? Rework? Customers Do we need to inform customers? Regulation Do we need to re-apply compliance certification? Tooling Do we need to change our production tools? Cost? Savings? Other Criteria Other important considerations for proposed changes Copyright © 2013 Aras. All Rights Reserved. Slide 12 aras.com
  13. 13. CMII Change Process Problem Report (PR)  Anyone can raise a problem report or issue  Simple form  Simple workflow  Fast review process Copyright © 2013 Aras. All Rights Reserved. Slide 13 aras.com
  14. 14. CMII Change Process Enterprise Change Request (ECR)  Capture change impact, criticality and timing  Process includes Fast Track & CRB options Copyright © 2013 Aras. All Rights Reserved. Slide 14 aras.com
  15. 15. CMII Change Process Enterprise Change Notice (ECN)  ECN includes actual changes and effectivity  Affected items are revised or changed Copyright © 2013 Aras. All Rights Reserved. Slide 15  Process includes CIB & Audit aras.com
  16. 16. CMII Change Process When to use the CMII Process?  If want to have CMII certified process  Need End-to-End Change Process Automation  Problem Report thru to Change Request & Implementation  Including Impact Analysis & Planning  Closed-loop Implementation Verification  Require Cross-functional Committee Sign-off  Change Review Board (CRB)  Change Implementation Board (CIB)  Particularly good for Highly Regulated Industries & Compliance Environments Copyright © 2013 Aras. All Rights Reserved. Slide 16 aras.com
  17. 17. Aras Innovator Express Change Process Copyright © 2013 Aras. All Rights Reserved. Slide 17 aras.com
  18. 18. Express Change Process ECO / DCO  Combines Request & Implementation into single process  ECO for Parts & BOMs  DCO for Documents & CAD  Includes Impact Analysis  “Impact Matrix” simplifies change action planning  Interactive where-used and impact analysis  Add / Modify / Delete directly from grid  Team Access Control  Quick, easy, secure way to add collaboration teams on-the-fly (suppliers, customers, people from other divisions, etc.)  SignOffs tab for fast Review & Approval  History and current workflow activities Copyright © 2013 Aras. All Rights Reserved. Slide 18 aras.com
  19. 19. Express ECO  Impact Analysis, Action Definition, Workflow and Life Cycle create a reproducible process Action Workflow Task Item Instantiation Life Cycle State Copyright © 2013 Aras. All Rights Reserved. Slide 19 aras.com
  20. 20. Express ECO Meta Description  Describe the change on a meta level  Number  Description  Reason  Roles  Priority  Effectivity Date Copyright © 2013 Aras. All Rights Reserved. Slide 20 aras.com
  21. 21. Express ECO Impact Matrix  Main Purpose  Interactive User Interface for Where-Used / Impact Analysis  Controls Parts and BOMs  First preparations made for CAD and Documents (9.4.0)  Actions  Defines actions to be exercised on an impacted item Copyright © 2013 Aras. All Rights Reserved. Slide 21 aras.com
  22. 22. Express ECO Impact Matrix Actions  Type of actions based on item status  Planned in the matrix, executed by the workflow Copyright © 2013 Aras. All Rights Reserved. Slide 22 aras.com
  23. 23. Express ECO Life Cycle  Life cycle controls status and permission  Life cycle drives change logic New In Planning Copyright © 2013 Aras. All Rights Reserved. In Work Plan Review Slide 23 In Review Released aras.com
  24. 24. Express ECO Life Cycle and Workflow  Affected item, life cycle and action tie together in Workflow Change Item Release Submit ECO Planning Plan Review Draft Changes Review Close New In Planning Plan Review In Work In Review Released Submit Submit Rework Copyright © 2013 Aras. All Rights Reserved. Approve Submit Close/Approve Change Item Processing Slide 24 aras.com
  25. 25. Impact Matrix  Implementation  Changed from 9.3 to 9.4 Express ECO Impact Matrix Grid Express ECO Express ECO Affected Item Affected Item Part Copyright © 2013 Aras. All Rights Reserved. Change Controlled Item CAD Poly-item Action Document Slide 25 aras.com
  26. 26. Impact Matrix Express ECO Impact Matrix Grid Copyright © 2013 Aras. All Rights Reserved. Slide 26 aras.com
  27. 27. Impact Matrix  Implementation  Cleaner separation between basic grid functionality and ECO impact matrix functionality Form Express ECO Impact Matrix Grid Copyright © 2013 Aras. All Rights Reserved. Client JavaScript BaseTreeGrid onLoad Express ECO ImpactMatrixGrid Slide 27 Basic tree grid definition with standard control events Express ECO specific implementation aras.com
  28. 28. Express Change Process When Express Process?  Want Single Form for Change Request AND Change Implementation  AND Require Comprehensive & Integrated Impact Analysis  Do Not Require Dual Committee Approvals (CRB & CIB)  Want shortest possible process for Documents and CAD models/drawings (and are OK with separate process for Parts & BOMs) Copyright © 2013 Aras. All Rights Reserved. Slide 28 aras.com
  29. 29. Aras Innovator Custom Change Processes Copyright © 2013 Aras. All Rights Reserved. Slide 29 aras.com
  30. 30. Custom Change Process Your Forms, Your Workflows  When your Company has a process that delivers Competitive Advantage  Special proprietary practices  Highly complex, global process  Current change process has years of continuous improvement & optimization  Or if you just don’t want to retrain thousands of people around the world  If the OOTB Aras Change Processes DO NOT satisfy your company‘s change management requirements you can:  Adapt the OOTB Change Processes  Create your own Change Process (or Processes) Copyright © 2013 Aras. All Rights Reserved. Slide 30 aras.com
  31. 31. Custom Change Process Adapt OOTB  Common extensions include       Add new Workflow Activities Add steps to change process Lifecycles Add new or different Assignees to existing workflow activities Add or change access control logic Add more Properties or Sub-Forms with checking logic Reduce the number of Properties  Important  Will not impact the versioning behavior of the change process  Will not impede upgrades  No programming / code compiling required Copyright © 2013 Aras. All Rights Reserved. Slide 31 aras.com
  32. 32. Custom Change Process Create Your Own  Build Your Own      Item Types Forms Lifecycles Workflows Methods  NO dependency with the OOTB change processes required  100% process design freedom  Interchangeability possible  Connect to the functionality of the OOTB processes  Align your data model with the “Affected Item“ concept  Match the concept of flagging pending changes Copyright © 2013 Aras. All Rights Reserved. Slide 32 aras.com
  33. 33. Custom Change Process Customer Examples Custom change process for specific competitive practices in highly complex environments QA driven Med Devices Engineering driven Automotive Time-to-Market driven Electronics Copyright © 2013 Aras. All Rights Reserved. Slide 33 aras.com
  34. 34. Example: Multiple Workflows Main-Workflow Main CM Sub-Workflows Analysis Dispo Actions Change Plan Sub-Forms on Tabs  Single Item Change Order Adhoc Actions One Main CM Form many Sub-Forms and Sub-Workflows Affected Parts Affected Documents  All sub workflows of „Single Item Changes“ and „Action Items“ must be closed before Action Item Main CM workflow can finish Sub-Workflows Copyright © 2013 Aras. All Rights Reserved. Slide 34 aras.com
  35. 35. Example: Change Form Collecting – workflow controlled – input on the change form Copyright © 2013 Aras. All Rights Reserved. Slide 35 aras.com
  36. 36. Example: Change Workflows  Main Workflow  Additional Sub-Flow for complex changes Copyright © 2013 Aras. All Rights Reserved. Slide 36 Slide 36 aras.com
  37. 37. Example: Change Form  Copyright © 2013 Aras. All Rights Reserved. Slide 37 Multiple programs, multiple locations impacted based on Affected Items Slide 37 aras.com
  38. 38. Example: Change Workflow  Many optional steps to handle a wide range of scenarios Copyright © 2013 Aras. All Rights Reserved. Slide 38 aras.com
  39. 39. Options  More details on aras.com  Product Change Management – Know Your Options  Customizing Enterprise Change Management Copyright © 2013 Aras. All Rights Reserved. Slide 39 aras.com
  40. 40. Questions? Copyright © 2013 Aras. All Rights Reserved. Slide 40 aras.com

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