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GPDIS_Template_2009.ppt | 10/6/2009 | 2<br />Merging PLM and SharePoint Strategies<br />Jonathan Scott<br />Razorleaf<br />November 12, 2009<br />

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Agenda<br />Microsoft&apos;s PLM presence<br />Unique value of PLM, and of SharePoint <br />Possible symbiosis<br />Vision for managing corporate IP <br />

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Setting the Stage<br />PLM (noun):<br />System for creating and managing<br />the information that defines a product<br />

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Setting the Stage<br />PLM (noun):<br />System for creating and managing<br />the information that defines a product<br />discrete<br />

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Setting the Stage<br />System for creating and managing the information that defines a product<br />Creating what information?<br />Descriptions of a product, its components, or the process used to manufacture those<br />Text (specifications)<br />Graphics (2D and 3D)<br />Animations (graphics + time)<br />

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Setting the Stage<br />System for creating and managing the information that defines a product<br />Managing how?<br />Save for later use (retrievable, not just searchable)<br />Control as changes happen (revisions)<br />Represent relationships and enforce relationship rules<br />Share, but with discretion<br />

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Where is Microsoft in PLM?<br />

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Microsoft in PLM<br />

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Microsoft in PLM<br />Authoring<br />Infrastructure<br />Systems<br />

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Microsoft in PLM<br />Word<br />Excel<br />PowerPoint<br />Outlook<br />Publisher<br />Authoring<br />Infrastructure<br />Systems<br />

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Microsoft in PLM<br />Word<br />Excel<br />PowerPoint<br />Outlook<br />Publisher<br />Office Communication Server<br />Windows Server<br />BizTalk Server<br />SQL Server<br />Authoring<br />Infrastructure<br />Systems<br />

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Microsoft in PLM<br />Word<br />Excel<br />PowerPoint<br />Outlook<br />Publisher<br />Office Communication Server<br />Windows Server<br />BizTalk Server<br />SQL Server<br />SharePoint<br />Dynamics<br />Authoring<br />Infrastructure<br />Systems<br />

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Microsoft in PLM<br />Word<br />Excel<br />PowerPoint<br />Outlook<br />Publisher<br />Office Communication Server<br />Windows Server<br />BizTalk Server<br />SQL Server<br />SharePoint<br />Dynamics<br />Authoring<br />Infrastructure<br />Systems<br />

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SharePoint Versus PLM<br />SharePoint<br />Systems<br />

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SharePoint Versus PLM<br />SharePoint<br />Systems<br />

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SharePoint Versus PDM<br />SharePoint<br />PDM<br />Systems<br />

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What is SharePoint?<br />Enterprise Information Portal<br />Collaboration Platform<br />Document Management System<br />Intranet Application<br />…<br />

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What is SharePoint?<br />Enterprise Information Portal<br />Collaboration Platform<br />Document Management System<br />Intranet Application<br />…<br />Microsoft’s fastest growing product EVER<br />

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What is PDM?<br />Collection of inter-related “engines”:<br />CAD integration<br />Document lifecycle<br />BOM management<br />Workflow automation<br />Requirements management<br />Program/portfolio management<br />

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Oversimplified Values<br />Saves me money<br />Makes me money<br />

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Value Proposition - SharePoint<br />Makes me money by…<br />Facilitating communication (thus innovation)<br />Capturing IP<br />Saves me money by…<br />Decreasing waste (right info @ right time)<br />Being transparent to users<br />Allowing users to self-manage<br />

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Value Proposition - PDM<br />Makes me money by…<br />Facilitating innovation<br />Capturing IP<br />Reducing time-to-market<br />Increasing variant volume<br />Saves me money by…<br />Decreasing waste (right info @ right time)<br />Controlling complex processes<br />Automating / enforcing repetitive processes<br />

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Value Proposition Keys<br />PDM is better than SharePoint at…<br />Managing complex, structured data<br />Enforcing business processes<br />SharePoint is better than PDM at…<br />Ad hoc collaboration<br />Unstructured knowledge capture<br />Light / transparent interface<br />

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Synergies<br />Getting the best from PDM + SharePoint:<br />SharePoint exposes PDM’s complex, structured data<br />PDM’s rules engines govern business processes<br />Search is unified across PDM and SharePoint<br />

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SharePoint / PLM Use Case<br />Redesign / improvement started in PLM<br />

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SharePoint / PLM Use Case<br />Engineer blogs on idea for changes<br />Cover Changes 10-14-2008<br />As an improvement to our existing design for the 1543B tool, we’re considering adding a second set of lifting rings to the top cover to provide alternate lift points for…<br />

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SharePoint / PLM Use Case<br />Key customer securely reads blog & joins in<br />Threaded discussion follows<br />Cover Changes 10-14-2008<br />As an improvement to our existing design for the 1543B tool, we’re considering adding a second set of lifting rings to the top cover to provide alternate lift points for…<br />But if you…<br />I think you should…<br />What about…<br />No way!<br />

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SharePoint / PLM Use Case<br />Updated 3D / BOM content published<br />Discussion continues, graphical content added<br />Cover Changes 10-14-2008<br />As an improvement to our existing design for the 1543B tool, we’re considering adding a second set of lifting rings to the top cover to provide alternate lift points for…<br />

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SharePoint / PLM Use Case<br />Unstructured customer comments recorded as justification in structured change process<br />Cover Changes 10-14-2008<br />As an improvement to our existing design for the 1543B tool, we’re considering adding a second set of lifting rings to the top cover to provide alternate lift points for…<br />

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ECR 98732Date:11-12-2009<br />Tool 1543B<br />Change:<br />Increase the number of lift…<br />Justification:<br />Customer Input…<br />SharePoint / PLM Use Case<br />Unstructured customer comments recorded as justification in structured change process<br />

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SharePoint / PLM Use Case<br />Unstructured customer comments recorded as justification in structured change process<br />ECR 98732Date:11-12-2009<br />Tool 1543B<br />Change:<br />Increase the number of lift…<br />Justification:<br />Customer Input…<br />

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SharePoint / PLM Use Case<br />Unstructured customer comments recorded as justification in structured change process<br />ECR 98732Date:11-12-2009<br />Tool 1543B<br />Change:<br />Increase the number of lift…<br />Justification:<br />Customer Input…<br />

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Did You See It?<br />Ad hoc collaboration<br />Knowledge capture<br />Structured business process<br />

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A Different Spin<br />

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Summary<br />Microsoft is all over PLM<br />PDM / SP values are different, but similar<br />PDM for…<br />Complex, structured data<br />Business rules and processes<br />SharePoint for…<br />Ad hoc collaboration<br />Knowledge capture<br />Light interface<br />

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Bonus<br />Find this presentation on the webhttp://www.razorleaf.com/2009/11/gpdis-2009/<br />Take a whitepaper<br />

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Jonathan Scott<br />www.Razorleaf.com<br />Jonathan.Scott@Razorleaf.com<br />@JonathanPScott<br />330.676.0022 x7133<br />