This document discusses the implementation of SAP PLM and SAP PPM solutions at Comer Industries, an Italian manufacturing company. It describes how SAP was used to implement project and portfolio management (PPM) for new product development processes from initial business opportunities through finished products. It also discusses how SAP PLM was implemented to integrate CAD systems and automatically distribute drawings to business units and suppliers. Key aspects covered include integrated document management, project task management, and engineering change processes.

1. THE SAP PLMPPM EXPERIENCE
IN COMER INDUSTRIES

2. AGENDA
oThe Espedia core competences: SAP PLM and SAP PPM.
oHow SAP solutions help companies to run better and faster
oA successful case about the implementation of SAP PLMPPM in a complex manufacturing company: Comer Industry
oKey points of these implementations:
•SAP PPM: Implementation of a Project and Portfolio Management: flow relating to new product development from the "Business Opportunity" up to the "finished product". Integrated management of project documentation through SAP DMS / DDM.
•SAP PLM: Implementation of the SAP CAD integration with the Siemens NX CAD for 4 separate technical departments, implemented the automatic distribution of the drawings issued by the designers to the various business units and suppliers.

3. SAP PPM EXPERIENCE IN COMER INDUSTRIES
PAGE 3

4. SAP PPM – Product Lifecycle Management @ Comer
Business Opportunities & New Component Specification (NCS)
Portfolio Structure
Business Opportunities (BO)
Commercial Data
Financial Data
Document management
New Component Specification (NCS)
Detail of Activities
Responsibility
Document management
Integrated document management (PPM-DDM)
PAGE 4

5. SAP PPM – Product Lifecycle Management @ Comer Business Opportunities & New Component Specification (NCS)
PAGE 5
BO Business Opportunity
ACCOUNT
MANAGER
DIR. SALES
DIR. BU
CHECKLIST/ DATA INPUT
OK
OK
KO
KO
RESP. UT
RESP. BU
VALIDATED
IN CHARGE
MISSING INFO
REQUEST FURTHER CHECKS
BO
CANCELLED
VERIFY
VALIDATED
OPEN
BO
BO
BO
TG2A
TG2B
TG3
TG4
NPS
NCS
TG development
TG offered
TG4
TG1

6. SAP PPM – Product Lifecycle Management @ Comer Business Opportunities & New Component Specification (NCS)
PAGE 6
BO Business Opportunity
ACCOUNT
MANAGER
DIR. SALES
DIR. BU
CHECKLIST/ DATI INPUT
OK
OK
KO
KO
RESP. UT
RESP. BU
VALIDATA
PRESA IN CARICO
MANCANO INFO
RICHIESTE VERIFICHE ULTERIORI
BO
ANNULLATA
VERIFY
VALIDATE
APERTA
BO
BO
BO
NCS
[production
series]
TG Develop
TG Offer
Design offer
Costs analysis
Customer offer
Receiving order
Upload design
preliminary
Master Materials /
approval Drawings
Sales order
Sampling
Portfolio Initiative
Portfolio Item
Project
Integrated document management
NCS – New Component Specification
OFFER
DEVELOP

7. SAP PPM – Product Lifecycle Management @ Comer
Business Opportunities & New Component Specification (NCS)
Portfolio Structure
Business Opportunities (BO)
Commercial Data
Financial Data
Document management
New Component Specification (NCS)
Detail of Activities
Responsibility
Document management
Integrated document management (PPM-DDM)
PAGE 7

8. SAP PPM – Product Lifecycle Management @ Comer Portfolio Structure
•Creating and positioning of a Business Opportunity (BO) into Internal Structure Portfolio.
•Portfolio divided along the lines of Business (AGRI, INDUSTRIAL).
PAGE 8
Portfolio Initiative
Portfolio Item
Project
Integrated document managment

9. SAP PPM – Product Lifecycle Management @ Comer
Business Opportunities & New Component Specification (NCS)
Portfolio Structure
Business Opportunities (BO)
Commercial Data
Financial Data
Gestione Documentale
New Component Specification (NCS)
detail of Activities
Responsibility
Document management
Integrated document management (PPM-DDM)
PAGE 9

10. SAP PPM – Product Lifecycle Management @ Comer Business Opportunities (BO) – Commercial Data
•Inserting Master Data and "Commercial" specifications of the Business Opportunity.
PAGE 10
Portfolio Initiative
Portfolio Item
Project
Integrated document management

11. SAP PPM – Product Lifecycle Management @ Comer Business Opportunities (BO) – Financial Data
•Definition of "Finance" specifications of the Business Opportunity.
•Flow approvals of the Business Opportunity: "Verify" & "Validate". If the BO is approved by the Director, it will give rise to one Element Portfolio (NCS or NPS).
PAGE 11
Portfolio Initiative
Portfolio Item
Project
Integrated document management

12. SAP PPM – Product Lifecycle Management @ Comer Business Opportunities (BO) – Document management
•Integrated Document Management, through a "Front-End" customized (display Initiative) - "Mock-Up"
PAGE 12
Portfolio Initiative
Portfolio Item
Project
Integrated product development

13. SAP PPM – Product Lifecycle Management @ Comer
Business Opportunities & New Component Specification (NCS)
Portfolio Structure
Business Opportunities (BO)
Commercial Data
Financial Data
Gestione Documentale
New Component Specification (NCS)
detail of Activities
Responsibility
Document management
Integrated document management (PPM-DDM)
PAGE 13

14. SAP PPM – Product Lifecycle Management @ Comer New Component Specification (NCS)
•Creating an Element Portfolio by the Program Manager who makes the choice between the two different streams NPD available : NCS and NPS.
•Customer database, "Commercial and Financial data are inherited from the Business Opportunity of origin.
PAGE 14
Portfolio Item
Project
Integrated document management
Portfolio Initiative

15. SAP PPM – Product Lifecycle Management @ Comer New Component Specification (NCS)
•Flow approvals about "New Component Specification": Offer & Develop.
•Monitoring of the high-level state of progress of the New Component Specification. Integration with Activity Detail (TASK) needed to PERFORM flow NCS.
PAGE 15
Portfolio Item
Project
Integrated document management
Portfolio Initiative

16. SAP PPM – Product Lifecycle Management @ Comer New Component Specification (NCS) – Dettaglio Attività
•Operational Project with detail Activities: visualization and task management (task).
PAGE 16
Portfolio Item
Project
Integrated document management
Portfolio Initiative

17. SAP PPM – Product Lifecycle Management @ Comer New Component Specification (NCS) – Responsabilità
PAGE 17
TG Develop
TG Offer
design offer
analysis costs
offer
customer
reception order
Upload Design
preliminary
Master Materials /
approval Drawings
Sales order
sampling
NCS – New Component Specification
OFFER
DEVELOP
ASM
PPM
PPM
PPM
UTC
PPM
PPM
UTP
PPM
PPM
PPM / ECC
CP
PPM
PGM
PPM
PPM
CS
PPM/ ECC

18. SAP PPM – Product Lifecycle Management @ Comer New Component Specification (NCS) – Dettaglio Attività
•Changing Responsibilities of the various activities organized by the Program Manager.
•The different activities are outsourced and assigned to the various resources involved in the flow NCS: Project Template will provide a basic configuration that can be modified according to the needs.
PAGE 18
Portfolio Item
Project
Integrated coument management
Portfolio Initiative

19. SAP PPM – Product Lifecycle Management @ Comer New Component Specification (NCS) – Dettaglio Attività
•Each PPM User will display the List of Activities of detail assigned to him, into a dedicated Dashboard
•
PAGE 19
Portfolio Item
Project
Integrated document managemement
Portfolio Initiative
Activities can be managed individually or in a multiple-making, confirming the performed Task.

20. SAP PPM – Product Lifecycle Management @ Comer New Component Specification (NCS) – Dettaglio Attività
•Activity confirmation by the single PPM user in charge of the activity.
PAGE 20
Portfolio Item
Project
Integrated document management
Portfolio Initiative

21. SAP PPM – Product Lifecycle Management @ Comer New Component Specification (NCS) – Dettaglio Attività
•At the confirmation / completion of the Project Activities by the responsible Users, graphics alerts highlights the status of the project activities, making the monitoring simple and intuitive.
PAGE 21
Portfolio Item
Project
Integrated document management
Portfolio Initiative

22. SAP PPM – Product Lifecycle Management @ Comer New Component Specification (NCS) – Dettaglio Attività
•In addition to the detail visualization, it will be a graphical view from which it’s possible to monitor and manage the project by using a GANTT.
PAGE 22
Portfolio Item
Project
Integrated document management
Portfolio Initiative

23. SAP PPM – Product Lifecycle Management @ Comer New Component Specification (NCS) – Activity details
•Milestone Trend Analysis: Monitoring of the activities marked as "Milestone" through a graph and a table dedicated.
PAGE 23
Portfolio Item
Project
Integrated document management
Portfolio Initiative

24. SAP PPM – Product Lifecycle Management @ Comer New Component Specification (NCS) – Document management
•Integrated Document Management, through a "Front-End" customized (display Initiative) - Mock-UP
PAGE 24
Portfolio Item
Project
Integrated document management
Portfolio Initiative

25. SAP PPM – Product Lifecycle Management @ Comer
Business Opportunities & New Component Specification (NCS)
Portfolio Structure
Business Opportunities (BO)
Commercial Data
Financial Data
Gestione Documentale
New Component Specification (NCS)
Detail of Activities
Responsibility
Document management
Integrated document management (PPM-DDM)
PAGE 25

26. SAP PPM – Product Lifecycle Management @ Comer Integrated document management (PPM-DDM)
PAGE 26
TG Develop
TG Offer
NCS – New Component Specification
OFFER
DEVELOP
BO Business Opportunity
VERIFY
VALIDATE
Verify
Validate
Business Opportunity
Process Flow
Document Management
NCS
Offer
Develop
Portfolio
BU AGR
BU INDUSTRIAL
Portfolio
AGR
INDUSTRIAL
Portfolio Item
Project
Integrated product management
Portfolio Initiative

27. SAP PPM – Product Lifecycle Management @ Comer Integrated document management (DDM)
•Hierarchical Vision through "DDM Explorer": the structure will be dynamically generated from the creation of the objects PPM (BO, NCS, NPS). The documents may be managed by PPM or through DDM according to the needs.
PAGE 27
Portfolio Item
Project
Integrated product development
Portfolio Initiative

28. PLM EXPERIENCE IN COMER INDUSTRIES
15/10/2014
PAGE 28

29. Keypoints
•Projects overview
•Landscape for R&D area
–Landscape Overview
–NCS e NPS flows
•Basic e Advanced
–Integrated Document Management
–Improvement of the usage of CAD Interface
•Upgrade ECTR
•Workflow
•Coding
–Engineering Change & EBOM/MBOM
–Pubblication
PAGE 29

30. Integrated document management
SAP «VISION OF REFERENCE» (1)
30
Business Opportunity
Upload preliminary design
Sale order
OFFER
DEVELOP
TG2A
TG2B
TG3
TG4
TG4
TG1
New Component Specification (NCS)
New Product Specification (NPS)
WORKFLOW SAP
PDM
ECTR
EBOM / MBOM
CAD
CAD
Documenti APQP
Passive Flow Documents
Customer Claim
Facilities management
EBOM / MBOM

31. Gestione Documentale Integrata
CURRENT COVERAGE
31
Business Opportunity
Upload Disegno
Preliminare
Ordine Vendita
OFFER
DEVELOP
TG2A
TG2B
TG3
TG4
TG4
TG1
New Component Specification (NCS)
New Product Specification (NPS)
WORKFLOW SAP
PDM
ECTR
EBOM / MBOM
CAD
CAD
Document APQP
Document passive flow
Customer Claim
Facilities management
ECR Management
already implemented
To implemented

32. ©2013 Espedia Consulting Group – All rights reserved – Proprietary and confidential
PROJECT Roadmap
Basic process
Evolutive
Basic process
Evolutive
Integrated document management
PDM
EBOM/MBOM
Document
NCS flow
NPS flow
32

33. NPS & NCS flows
PAGE 33
BO Business Opportunity
ACCOUNT
MANAGER
DIR. SALES
DIR. BU
CHECKLIST/ DATA INPUT
OK
OK
KO
KO
RESP. UT
RESP. BU
VALIDATED
IN CHARGE
MISSING INFO
REQUESTS MORE CHECKS
BO
CANCELED
VERIFY
VALIDATE
OPEN
BO
BO
BO
TG2A
TG2B
TG3
TG4
NPS
NCS
TG development
TG offer
TG4
TG1

34. NCS flow - Basic
PAGE 34
BO Business Opportunity
ACCOUNT
MANAGER
DIR. SALES
DIR. BU
CHECKLIST/ DATI INPUT
OK
OK
KO
KO
RESP. UT
RESP. BU
VALIDATA
PRESA IN CARICO
MANCANO INFO
RICHIESTE VERIFICHE ULTERIORI
BO
ANNULLATA
VERIFY
VALIDATE
APERTA
BO
BO
BO
NCS
[Produzione
Serie]
TG Develop
TG Offer
Offer disegn
Costs
analysis
Customer
offer
Receiving order
Upload preliminary
design
Master Materials /
approval Drawings
Sales order
Sampling
Portfolio Initiative
Portfolio Item
Project
Integrated document management
NCS – New Component Specification
OFFER
DEVELOP

35. NPS flows - Basic
PAGE 35
BO Business Opportunity
ACCOUNT
MANAGER
DIR. SALES
DIR. BU
CHECKLIST/ DATI INPUT
OK
OK
KO
KO
RESP. UT
RESP. BU
VALIDATA
PRESA IN CARICO
MANCANO INFO
RICHIESTE VERIFICHE ULTERIORI
BO
ANNULLATA
VERIFY
VALIDATE
APERTA
BO
BO
BO
NCS
Portfolio Initiative
Portfolio Item
Project
Integrated document management
NPS – New Product Specification
TG 1
TG 2A
TG 2B
TG 3
TG 4
TG 5
To be Defined/Reviewed

36. NCS/NPS flow basic
•The new management of NCS / NPS Comer aims to provide a range of benefits which refer in general to the recent implementation of SAP PPM tool to support the management of the Business Opportunities and New Product / Component Specification, integrating the platform PPM support to the new defined process.
Expected benefits
•Reduce time to market
•Standardize and regulate the management of the NCS / NPS between the various BU
•Unify the tools currently used by exploiting SAP PPM and eliminating as much as possible to Other Media
•Having a single DB for access to information
•Improve the traceability of the flow of NCS
•Develop KPI
PAGE 36
PPM
DOC
IND
CAD
PDM

37. Integrated document management
PAGE 37
TG Develop
TG Offer
NCS – New Component Specification
OFFER
DEVELOP
BO Business Opportunity
VERIFY
VALIDATE
Verify
Validate
Business Opportunity
Process Flow
Document Management
NCS
Offer
Develop
Portfolio
BU AGR
BU INDUSTRIAL
Portfolio
AGR
INDUSTRIAL
•Versioning
•Lifecycle
•Classification

38. Integrated document management
•Extending the use of the dashboard document DDM (currently in use for document management flows are invoiced) to the rest of the documentation related to the processes NPS and NCS
Expected benefits:
•Having a single repository for document management process APQP
•Managing the life cycle of the various documents through robust procedures and controlled
•Manage the versioning and revisioning of the various documents
•Use the classification as a research tool of the various documents, in a transverse processes NCS and NPS
PAGE 38
PPM
DOC
IND
CAD
PDM

39. Process Integration with Technical data - PDM
PAGE 39
[production
series]
TG Develop
TG Offer
design
offer
Costs analysis
Customer offer
Receiving order
Upload preliminary design
Master Materials /
approval Drawings
Sale order
Sampling
Portfolio Item
Project
Integrated document management
NCS – New Component Specification
OFFER
DEVELOP
PDM
MM
•Coding
•Classification

40. Integration of technical data- PDM
•Optimizing the current user interface designers to the CAD system (ECTR) and integrate with a number of streams of coding and release of technical data (drawings, BOMs and Master Data Items)
Expected benefits:
•Use single user interface for designers CAD
•Allowing concurrent engineering CAD systems
•Manage workflow of release of technical data and integrating these flows with the process manager PPM
•Manage the process of coding and classification of items
PAGE 40
PPM
DOC
IND
CAD
PDM

41. EBOM/MBOM
PAGE 41
[production
series]
TG Develop
TG Offer
design
offer
costs
analysis
Customer offer
Receiving order
Upload preliminary design
Master Materials /
approval Drawings
Sales order
Sampling
Portfolio Item
Project
Integrated document management
NCS – New Component Specification
OFFER
DEVELOP
PDM
Manufacturing
Product Development
Services
DEVELOP

42. Industrialization and management of EBOM/MBOM
•Introducing a stream of change management techniques that lead to turn in Manufacturing Engineering EBOM/BOM.
Expected benefits:
•Manage the process of technical change and its process of authorization to change
•Analyze the impact of a change on the Engineering BOM before issuing such a change on the Manufacturing BOM
•Managing the Workflow creation of the Engineering Change Request and the involvement of the various institutions that lead to the release of the request and its transformation into a change order
•Perform such activities starting from the interface of the designers (ECTR)
PAGE 42
PPM
DOC
IND
CAD
PDM

43. Document pubblication
•Taking advantage of the process of issuing documents to "publish" with the same security in non-editable format on a portal should be consulted.
Expected benefits:
•Define groups of users that are allowed access (display) of the relevant documentation in relation to its various states.
•Allow the extraction from the SAP system of technical documentation in support of a material (for internal use, for example for different areas such as: production, purchasing, acceptance and control etc., or for outdoor use, for example, to send suppliers, customers etc .)
•Allowing programs / interfaces / corporate portals extract / properly access to documents that have a certain status.
PAGE 43
PPM
DOC
IND
CAD
PDM

44. Project Roadmap
44
Basic process
Basic process
Basic process
Basic process
Integrated document management
PDM
EBOM/MBOM
Publication of Documents
NCS flow
NPS flow

45. SAP «VISION OF REFERENCE»(2)
45

46. 46
Thank you
Gianni Pelizzo
Managing Director
Espedia Srl
Treviso Padua Bologna Milan