This document summarizes a presentation about using Autodesk Fusion Lifecycle to manage new product introduction (NPI) processes. It discusses mapping NPI needs to key business applications in Fusion Lifecycle like product management, items and BOMs management, change management, and document management. It also covers building out these applications in Fusion Lifecycle through workspace architecture and functionality. Finally, it discusses lessons learned in using Fusion Lifecycle for NPI processes, including requirements gathering, building iteratively, and training users.

1. Discovering NPI using
Fusion Lifecycle
Rodney Coffey – Razorleaf Corporation
Scott Stortz – Synergis Technologies

2. Your Session Leader
Rodney Coffey
Manager – PLM, Razorleaf Corporation
• 10+ years Supporting the Autodesk Manufacturing Channel
• Extensive Experience with Autodesk PLM 360 Services including Enterprise
Implementation & Integration
• His team has been partnered with Autodesk Consulting and Partners alike to
provide customers with PLM and Integration services since 2011

3. Your Session Leader
Scott Stortz
PLM Application Consultant, Synergis
• 20+ years engineering experience in a variety of manufacturing companies
• Led successful PLM implementation prior to joining Synergis

4. • Discover how to use Autodesk Fusion Lifecycle to capture diverse
business processes
• Learn how to manage your product development processes among
all departments within your organization
• Learn how to implement Autodesk Fusion Lifecycle and how to
integrate with other business systems
Class Summary

5. Lessons
Learned
Use ItBuild ItMap it
Fusion
Lifecycle
& NPI
Session Agenda

6. Why Autodesk Fusion Lifecycle
• Limited IT Support
• Low Cost of Entry
• Easy to Administer, support
• Secure with Limited
infrastructure
• Cloud Based
• Administration & End User
Experience
• Configurability
• Broad Application to Business
Cases
• Ability to integrate to other
business systems
• Cost of Ownership
Common Customer Issues Fusion Lifecycle 360

7. Why Autodesk Fusion Lifecycle
• Improvement #1: Have key suppliers directly involved in Change Notice
process.
• Roadblocks:
• Needed VPN access and active directory account
• Purchase additional licenses
• Impact:
• Continued to use email to loop in the suppliers
• Changes were not executed by supplier
• How Fusion Lifecycle provides this improvement
• All apps included
• Cloud based - no VPN required, no active directory account needed
• 3rd party licenses are free (for enterprise level customers)
Fusion Lifecycle Advantage

8. Why Autodesk Fusion Lifecycle
• Improvement #2: Small, incremental improvements to forms and fields
(changing fields, rearranging forms)
• Roadblocks:
• Complex administration and configuration
• Consulting fees
• Impact:
• Stifled user engagement
• How Fusion Lifecycle provides this improvement
• Administration and configuration functionality much more simple
Fusion Lifecycle Advantage

9. Why Autodesk Fusion Lifecycle
• Improvement #3: Equipment Calibration (or Field Service Report, or RMA)
process.
• Roadblocks:
• No out of the box functionality
• Very complex to create workflows, forms, and fields
• Impact:
• Continued to use Excel, and paper based processes that were known
to be inefficient
• How Fusion Lifecycle provides this improvement
• Autodesk created an app just for this. Awesome.
• Fusion Lifecycle’s ease of use makes it realistic to implement.
Fusion Lifecycle Advantage

10. Why Autodesk Fusion Lifecycle
• Improvement #4: New Product Costing.
• Roadblocks:
• ERP remained master for financial information
• Integration was too complex
• Impact
• Continued process of a data dump into Excel spreadsheet
• BOM and costing information became less accurate as the project
evolved
• How Fusion Lifecycle provides this improvement
• Fusion Lifecycle’s integration capabilities are much simpler – not only to
setup, but also to maintain.
• Rodney has a presentation from 3-4 in the Berks room
Fusion Lifecycle Advantage

11. Companies have many different methods that are not scalable or
providing the desired results
• Email, Spreadsheets, Network Drives, SharePoint
With scattered information and a lack of control people are
uninformed of:
• Change - when, where, and why it took place
• Where to find documentation, reports, product information
Why PLM for NPI

12. Lessons
Learned
Use ItBuild ItMap it
Fusion
Lifecycle
& NPI
Session Agenda

13. Building the Right Team for the Job
&
Identifying a Process that will get results
People & Process

14. Build the Right Team for the Job

15. The Iterative Design Process
Map, Build It, Use It …. Build it, Use ….
• Conference Room Pilots (CRP)
• User Acceptance Testing (UAT)
Map It Build It Use It
CRPUAT

16. Why Fusion Lifecycle works with the Iterative Design Process
• Quickly build and show the foundation of the processes
• Easily change and iterate the design and process
• Facilitate functional design meetings
• Helps capture many requirements in real time
Fusion LC & the Iterative Design Process

17. Identifying your NPI Needs
People & Process

18. Identifying the key business applications that apply to NPI
Identifying NPI Needs: Business Solutions
Product Management
• Items & BOMS
• Project Management
• Task Management & Validation
Change Management
• Change Requests
• Change Orders
Supplier Management
• Business Audit
Document Management
• Revision Controlled Documents
• Non-Revision Controlled Documents

19. Identifying the key business system integration that apply to NPI
Often times business systems already in place are part of the overall
NPI process and must be considered for integration to Fusion
Lifecycle in order to complete the NPI process
Common Use Cases: Items & BOMs, Suppliers, Customers, etc.
Identifying NPI Needs: Integration

20. The number one goal:
• Bring data and processes together in a single, easily consumed process
Identifying NPI Needs: Data

21. Mapping out the Solution
Map It

22. Key to Mapping:
• Identify what “NPI” means to your business
• Identify the individual business applications
• Workspace Architecture
Mapping It: Business Apps
Change ManagementBOM Management
Document ManagementNPI / Product Management

23. Keys to building out a solid solution
• Each piece (Workspace) is part of a bigger solution
• Processes need to hold each department, party accountable
• Information will come from numerous systems
• Facilitate a long Product Lifecycle (12 months or more)
Mapping It: Workspaces
Change Orders
Items & BOMs
DocumentsProducts
Documents - Rev
Doc Change Order
PD - Sales
PD - Engineering
PD - Manufacturing
Product Management I & B Management
Change Management
Doc Management

24. Mapping It: Relationships
Change Orders
Items & BOMs
Documents
Products
Documents - Rev
Doc Change Order
PD - Sales
PD - Engineering
PD - Manufacturing
PD – Name your
Department

25. Lessons
Learned
Use ItBuild ItMap it
Fusion
Lifecycle
& NPI
Session Agenda

26. Build It: Workspace Architecture
Change Orders
Items & BOMs
Documents
Products
Documents - Rev
Doc Change Order
PD - Sales
PD - Engineering
PD - Manufacturing
Begin by building the individual workspaces in Fusion Lifecycle

27. Then choose the functional areas of a Fusion Lifecycle workspace that
are applicable:
Build It: Workspace Functionality
Item Details AttachmentsWorkflow
Bill Of Materials
Change Log
MilestonesGrid Relationships

28. Building It: Document Management
Build It

29. Document management workspaces are used to capture important
revision controlled and non revision controlled data
• Documents Rev: Specifications, Data Sheets, Quality Procedures, Work
Instructions
• Documents: Product Photos, Marketing, Scanned Communication
Document Management
Documents
Documents - Rev Doc Change Order
Supporting Workspaces
Document Type
Document Sequencers

30. Document Management: Documents
Item Details AttachmentsRelationships
Change Log

31. Document Management: Documents - Rev
AttachmentsRelationshipsItem Details
Change Log
Workflow
• This workspace with setup with
the proper permissions allow the
administrators to show only the
pertinent information to end
users, vendors

32. Document Management: Document CO
AttachmentsRelationshipsItem Details
Change Log
Workflow
Managed Items

33. • Only released data is available for consumption across vendors, and
end users
• Revision control allows companies to comply with important
industry standards like ISO,
• Pre-defined document types and numbering creates consistency
across documents
• Multiple document libraries allow better access control
Document Management: Business Benefits

34. Building It: Product Management / NPI
Build It

35. Product management workspaces are used to capture important
product data and drive the process of taking a product through its
complete lifecycle
• Documents Rev: Specifications, Data Sheets, Quality Procedures, Work
Instructions
• Documents: Product Photos, Marketing, Scanned Communication
Product Management
Supporting Workspaces
NPI Templates
Products
PD - Sales PD - Engineering PD - Manufacturing

36. Product Management
Item Details AttachmentsRelationships
Change Log Workflow Bill Of Materials Milestones
Grid
Pre-Created items
Clearly defined product leads
Requirements

37. Product Management: Workflow
Product Setup
Phase 1: Concept
Phase 1: DRB
Phase 2: Design
Phase 3: Realize
Phase 4: Service
Obsolete
Phase 2: DRB
Phase 3: DRB
Obsolete: DRB
Product Management workflows vary from customer to customer but
most follow some sort of phase gate process

38. Product Management: Workflow
Approvals for design reviews, or even customer reviews ensure that the
process is followed and all parties involved in the process are held
accountable.
Workflow

39. Product Management: Task Management
During each phase there are tasks that need to be finished in order to
seek approval, and move on to the next phase. This allows product
owners to hold the team accountable, and insure deliverables are
complete, and on time.
Grid

40. Product Management: Automation
P1: Concept P2: Design P3: Realize P4: Service Obsolete
Goals of automating the process with scripting
• User Experience
• Overall Product Management process, and tasks should be connected
• Full Proof the process to drive the right activity to occur at the right time
• Ensure that the correct people are notified at the right time
Process Automation – Scripting and Business Logic

41. Product Management: Task Management
During each phase there are tasks that need to be finished in order to
seek approval, and move on to the next phase. This allows product
owners to hold the team accountable, and insure deliverables are
complete, and on time.

42. • Ensure that all Product Management tasks are completed before
moving to the next phase in the process
• Notifications, emails, and reports ensure completion of tasks are
timely and that managers can easily hold their teams accountable
• Automation simplifies the user experience and creates a fuller proof
process
• Phase gate reporting allows managers to know where to focus
resources and improvement initiatives
Product Management: Business Benefits

43. Building It: Items & BOMs
&
Change Management
Build It

44. The Items & BOMs workspace is where the items, bill of materials and
all their relationship and pertinent data reside.
• Relationships are built between these items and BOMs to the Products
workspace to tie everything together
• Some supporting documentation, CAD drawings, pdfs may be added to the
attachments tab of the item itself
Items BOMs & Change Management
Change OrdersItems & BOMs
Supporting Workspaces
I & B Classification
I & B Sequencers

45. Items BOMs
Item Details Attachments
Change Log Assoc. Workflow
Bill Of Materials Where Used

46. Change Management: Change Order
Item Details Attachments
Change Log Grid
Managed Items Workflow

47. Change Management: Change Order
Grid Workflow

48. • Manage all the Items & BOMs in a single repository
• Find where all Items are used
• Track Inventory of Items across different facilities
• Manage the Suppliers, and quotes provided for Items & BOMs
• Interconnect Product BOMs with the PLM process
• Tie BOM, and document data together
Items BOMs & Change Management

49. Building It: Integration
Build It

50. Integration:
• Items & BOMs
• Customers
• Suppliers
• Products
Product Management Integration:

51. Lessons
Learned
Use ItBuild ItMap it
Fusion
Lifecycle
& NPI
Session Agenda

52. Use it: Process to Successful Adoption
Core Team
Focus Groups
UAT
Training

53. Fusion Lifecycle used to manage training
• Dedicated training tenant
• Workspaces
• Training Courses (agenda, training material)
• Training (track who attended training)
• Training Item (create items, add attachments, move through workflow)
Training sessions
• Initial Roll-out: Multiple large sessions held at every site
• On-going: Self-paced training workspace for PLM basics
• Prerequisite for production tenant access
Use it: Training

54. Lessons
Learned
Use ItBuild ItMap it
Fusion
Lifecycle
& NPI
Session Agenda

55. Requirements for Mapping Phase
• Core Team + Subject Matter Experts
• PLM Software Matter Expert
The Know and No
• “Know” the scope of what you are building
• Don’t be afraid to say “No”
Have a third party document the requirements
• All parties confirm the requirements
• Avoid the “I said A, you heard B, then built C” scenario
Lessons Learned: Map It

56. Have an agreed upon plan
• Document the foundation
Workspace architecture and workflow first
• Automate later. Moving targets are hard to hit.
Integrate last when the workflow is static
• Moving targets get even harder to hit when integration is involved
Limit changes as you near the end
• Only minor changes past core team acceptance
• Stand by what you built
Lessons Learned: Build It

57. Find capable, enthusiastic adopters for training
• Likely to give good, constructive feedback
• Likely to play in the system and find things you may have missed
• Likely to stay positive and spread the word
Have a wingman in your early training sessions
• Allows you to focus on the adopters while they document changes
Lessons Learned: Use It

58. • What are some of the advantages of Fusion
Lifecycle over traditional PLM?
• What is NPI, and what does it mean to you?
• What are three of the common business apps
that part of or connected to NPI?
Gift Cards!

59. Any Questions?
Questions

60. Contact Information
Feel free to follow up:
Rodney Coffey
Manager - PLM
Email: rodney.coffey@razorleaf.com
Office: 330.676.0022 x7124
Cell: 937.241.9177