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About AESSiS Who we are, what we do…
About AESSiS Who we are… Independent engineering & product development process improvement and PLM implementation specialists What we do… We help manufacturing and technology businesses to find a reliable way through to the simplicity, speed and performance that are often promised but rarely fully attained Our goal… Contribute to significant improvements in business performance at manufacturing and technology businesses in the UK
What is PLM? Product Lifecycle Management  (or PLM) is a strategic approach for uniting people and processes around a common and accurate view of information during all phases of a project and stages of a product’s lifecycle.  Goals Single Source of the Truth Configuration Management Control (less errors) Reduce Waste Increase Innovation
Parts Items,  The basic pieces of information under control Relationships Links between information (items) Docs Changes Part Lifecycle Lifecycle Map Stages a part/item goes through New Revised Released Obsolete Workflow How an item is ‘moved’ through its lifecycle Some Basic PLM Terminology Change Request Workflow
Enterprise Open Source PLM Aras
Business:	Enterprise PLM►NPDI	New Product Development & Introduction►LPD	Lean Product Development►CMII	Configuration & Change Management ►APQP	Advanced Product Quality Planning Product:	Aras Innovator® Technology:	Advanced Model-based Enterprise SOA Partner:	Microsoft Gold Certified Partner Certifications:	Only Microsoft Certified Enterprise PLM Aras PLM Technology
Aras PLM Technology Microsoft Enterprise Open Solutions INCLUDED BENEFITS www.aras.com Enterprise Production Ready Complete Solution Access Unlimited Users No Up-Front Capital Needed Use Existing Infrastructure & Skills Delivers Control & Flexibility
Aras Customers New Era Ohio, LLC Slide 8
Where do PLM tools fit? Concept Design Development Launch Manufacture Support Phase-based Program Management CMII Change Mgt Document Mgt File Vault “The Void” No Visibility No Repeatable Processes Not Lean Quoting Process Requirements & Specifications AVL / AML Qualified Suppliers Part Approval BOMs &  Parts CAPA Corrective Actions Reports & Dashboards FMEA Process Flows Control Plans Design SW CAD/EDA ERP
Questions
Engineering Process Best Practice – Theory & Hands-on New Product Introduction (NPI)
What is New Product Introduction (NPI)? The process by which organisations conceive, develop & commercialisenew products and services.  Exploitation Delivery Capture Execution
Stage-Gate® NPI Stage-Gate®  Your Roadmap for New Product Development  Stage-Gate from idea to launch Stage 0 Discovery Stage 2 Stage 5 Stage 3 Stage 4 Stage 1 Development Testing and Validation Launch Build Business Case Scoping
Stage-Gate® NPI The structure of each Stage is similar: Activities Analysis Deliverables (Results)
Stage-Gate® Benefits of Better NPI Increased Revenue Potential ,[object Object]
New products more able to meet the needs of the market
Deadlines more likely to be met
Quicker to market than competitorsReduced Operating & Process Costs  ,[object Object]
Introduces more discipline into the process
Reduces re-work and other forms of waste
Improves focus via gates…poor projects are killed
More efficient and effective allocation of scarce resources
Ensures a complete process – no critical steps are omitted ,[object Object]
The link between NPI & Innovation Evidence that… ,[object Object]
Organisations with formal processes for evaluating and transforming ideas to products				do better… Some companies fail at innovation because they get invention confused with innovation Invention is not the same as innovation. Something only becomes an innovation when it is successfully brought to market.
Stage-Gate® Benefits of Better NPI Profits Product/Plant Lifecycle Costs Increased Profitability Larger Market Share Improved In-Service Operation Faster to Production Premium Pricing Launch Cost Reduction
…from good idea to profit Product and project information together in one place.   Single & common plan that everybody sticks to. Product & project status always known. Clear milestones & gates with clear exit criteria & deliverables. Quick & clear visibility of program status information by managers. 1 click reports to keep track of resource Project risk assessed & managed. Stage-Gate® Bridging the Gap
Questions
Hands-On
Setting the Scene 1. Someone is going to have a ‘light bulb moment’ to develop a new light weight brake assembly for the car industry which we will capture in a form Manager Review Marketing Review Start Approved We will review the idea via electronic workflow and approve it Not Approved 2. Reject We will kick-off a Stage-Gate project to assign resource to activity to take the idea to the next stage & track progress 3.
Engineering Process Best Practice – Theory & Hands-on Product Structure, Bills of Material & Information
Release MRP/ERP PART PART PART PART PART PART PART PART PART PART PART PART PART PART PART PART PART PART PART PART PART PART Bill Of Material
Where Used PART PART PART PART PART PART PART PART PART PART PART PART PART PART
Bill of Information Relationships Relationships Substitutes Part Alternates PART Part Substitutes Relationships Problems Changes Change Requests/Notices EBOM/MBOM/SBOM Requirements PART Specifications Documents PART CAD PART Drawings Plans Projects Tasks Deliverables PART Material Non-Conformance Quality CAPA Deviations FMEA
Bill of Information Are You Re-Inventing the Wheel? “Up to 80% of the work done in an engineering department is identical  or very similar to work done previously.”           Arthur D. Little Maximize use of existing parts & documents Easy retrieval of standard items Classification structures…allocation of parts to classes and groups
Questions
Hands-On Create & maintain the Bill of Information: Part-to-part, part-to-document, document-to-document relationships (item-to-item) Compound document component relationships Product components—including material, mechanical, electronic, software, and documentation Create & maintain configuration variations Versions and effectivities Options, alternates, substitutions Multiple product structure views Browsing and reporting Where-used BOM explosions Selective queries ...
Configuration Management & Change Management
The Change Process Collecting Problems, Concerns,  Suggestions Executing Changes to Documentation & Scheduling Introduction Making & Tracking Business Decisions Problem Report Process Change Request Process Change Execution Process
The Change Process Change Request Change Notification Concern/Incident Change Order Problem Report Process Change Request Process Change Execution Process
Part Baselines, Revisions, Versions Completed Change Change is only possible in the context of an approved change order/note. Execution of the change creates a new ‘baseline’ Approved Release Approved Change Rev 3 (or C) Status = Released Baseline Rev 2 (or B) Status = Released Baseline Rev 1 (or A) Status = Released Drawing (or CAD model) iteration in the context of a change. These are file versions Rev 0 Status = Preliminary Time
When it goes wrong…. Non-Compliance Differences between as-designed & as-built No audit trail Problems with service items Undocumented change Waste (Scrap, Re-work, Unused stock) Continue to produce unwanted design Increased Costs People avoid formal change process Increased Administrative Overhead Delays Change Serial process Manual & Bureaucratic Hold-up & Delays Change No Where Used Impact of change poorly understood Not transparent Unanticipated Cost
Configuration Management Configuration Management is all about keeping the documents (including requirements) that define that product properly synchronized with the physical product (including the performance of the product) throughout its lifecycle i.e. life-time. The CMII approach builds on this philosophy and, amongst other things, emphasises the need to ‘accommodate’ change and not simply to control it.   This is important
Change Management The formal process that controls the creation of changes  the approval of changes  the activities associated with applying the approved changes to the affected product information
Doesn’t mean every change goes to CCB Controlling Change Across the Lifecycle Changes Control Cost of Change Stage Gates
Closed-loop Change  Actions entering the process remain open until proper decisions are made and intended results achieved… Change Planning Event Problem Incident Quality Issue Approve Change Assess Change Change Request Affected Parts REV A -> B etc Documents Review Results Assign Change Execute Change Change Execution
Fast TrackChange Management Simple, low-risk changes don’t require same controls as high risk changes. Individuals (not boards or groups of individuals e.g. CRB’s or CCB’s) agree & effect change
When it goes right…. Shorter change cycle time  Less people & lower labor cost. Quicker to Market Less administrative resource required to manage & run the change management process. Less disruption to unaffected people, more focus on affected people. Information can flow efficiently to target recipients across national boundaries. Information can flow to multiple targets recipients concurrently Up to date status info Information goes directly to affected people at right time. All relevant info  & affected parts attached to change Accurate  impact analysis cost predictions Follows person (not desk-bound) Change Immediate (electronic) routing of change related information Transparency & traceability over decision making process Information can follow target recipients to different locations (web based interface)
Workshop Scenario Fast Track Tick box, where the originator can request that the change be fast tracked Change # Priority Change Title Problem  # Priority for Review (some kind of scoring system, 1, 2, 3 or High, Medium, Low) Problem Description Proposed Solution The numbers of the PRs that will be closed by the ECR Technical Comments What engineering management think about the proposed change Piece Cost Impact Tooling Cost Impact Timing Factors Inventory Impact Any pertinent information about the timing of any change introduction e.g. a pending model year introduction etc) Purchasing Comments Affected Part(s)  The part number of the affected part(s) Status
Typical Change Request Workflow Fast Track Approve Fast Track Approve Initial Review Tech Review Purchasing Review Manufacturing Review CCB Review Start Approved Review Not Approved More info req’d Reject More info req’d Further investigation Do study Add comments to tech review field. Attach concept sketches Establish piece cost impact Add piece cost information to form Add purchasing comments Check form completeness Check for similar changes Review affected parts Establish tooling cost impact Add tooling cost information  Assess inventory impact Add inventory information to form Review change request & disposition. Make business decision
Questions
Hands-On Sequential, parallel, conditional steps Voting rules and time-outs Notification and distribution Audit processes and actions “triggers” Notes and comments collected
Surplus Slides
Fast Track 123 H ECR # Priority 123 JSHD ECR Title Problem  # Problem Description JHSJH DG SKDKJHNB Proposed Solution JHSJH DG SKDKJHNB Technical Comments JHSJH DG SKDKJHNB Piece Cost Impact Tooling Cost Impact £0.99 £10k Timing Factors JSHD Inventory Impact JSHD Purchasing Comments JHSJH DG SKDKJHNB Affected Part(s) ABC123R1 GHJ568R5
PLM Implementation Risks & Challenges
Risks & Challenges As with any strategic IT initiative, the potential benefits from PLM are substantial but managing PLM initiatives effectively is vital to success.   While some PLM initiatives add tremendous value to organisations, others fail to deliver the expected benefits and may actually destroy value. Why?
Risks 1 Disconnect between the PLM initiative & the organisation’s strategy and business issues
Risks 2 Poorly defined PLM process & technology roadmap
Risks 3 Poor understanding of the total software procurement budget required to deliver the full PLM technology roadmap
Risks 4 Poor PLM process-technology alignment 
Risks 5 Risk 5 - Poor understanding of implementation services costs required to deliver the full PLM technology roadmap
Risks 6 Underestimating cultural change factors 
Risks 7 Inadequate User Methods Development & User Education 
What is PLM Definitions, terminology

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Innovative Engineering Workshop Npi 30march10

  • 1. About AESSiS Who we are, what we do…
  • 2. About AESSiS Who we are… Independent engineering & product development process improvement and PLM implementation specialists What we do… We help manufacturing and technology businesses to find a reliable way through to the simplicity, speed and performance that are often promised but rarely fully attained Our goal… Contribute to significant improvements in business performance at manufacturing and technology businesses in the UK
  • 3. What is PLM? Product Lifecycle Management (or PLM) is a strategic approach for uniting people and processes around a common and accurate view of information during all phases of a project and stages of a product’s lifecycle. Goals Single Source of the Truth Configuration Management Control (less errors) Reduce Waste Increase Innovation
  • 4. Parts Items, The basic pieces of information under control Relationships Links between information (items) Docs Changes Part Lifecycle Lifecycle Map Stages a part/item goes through New Revised Released Obsolete Workflow How an item is ‘moved’ through its lifecycle Some Basic PLM Terminology Change Request Workflow
  • 6. Business: Enterprise PLM►NPDI New Product Development & Introduction►LPD Lean Product Development►CMII Configuration & Change Management ►APQP Advanced Product Quality Planning Product: Aras Innovator® Technology: Advanced Model-based Enterprise SOA Partner: Microsoft Gold Certified Partner Certifications: Only Microsoft Certified Enterprise PLM Aras PLM Technology
  • 7. Aras PLM Technology Microsoft Enterprise Open Solutions INCLUDED BENEFITS www.aras.com Enterprise Production Ready Complete Solution Access Unlimited Users No Up-Front Capital Needed Use Existing Infrastructure & Skills Delivers Control & Flexibility
  • 8. Aras Customers New Era Ohio, LLC Slide 8
  • 9. Where do PLM tools fit? Concept Design Development Launch Manufacture Support Phase-based Program Management CMII Change Mgt Document Mgt File Vault “The Void” No Visibility No Repeatable Processes Not Lean Quoting Process Requirements & Specifications AVL / AML Qualified Suppliers Part Approval BOMs & Parts CAPA Corrective Actions Reports & Dashboards FMEA Process Flows Control Plans Design SW CAD/EDA ERP
  • 11. Engineering Process Best Practice – Theory & Hands-on New Product Introduction (NPI)
  • 12. What is New Product Introduction (NPI)? The process by which organisations conceive, develop & commercialisenew products and services. Exploitation Delivery Capture Execution
  • 13. Stage-Gate® NPI Stage-Gate® Your Roadmap for New Product Development Stage-Gate from idea to launch Stage 0 Discovery Stage 2 Stage 5 Stage 3 Stage 4 Stage 1 Development Testing and Validation Launch Build Business Case Scoping
  • 14. Stage-Gate® NPI The structure of each Stage is similar: Activities Analysis Deliverables (Results)
  • 15.
  • 16. New products more able to meet the needs of the market
  • 18.
  • 19. Introduces more discipline into the process
  • 20. Reduces re-work and other forms of waste
  • 21. Improves focus via gates…poor projects are killed
  • 22. More efficient and effective allocation of scarce resources
  • 23.
  • 24.
  • 25. Organisations with formal processes for evaluating and transforming ideas to products do better… Some companies fail at innovation because they get invention confused with innovation Invention is not the same as innovation. Something only becomes an innovation when it is successfully brought to market.
  • 26. Stage-Gate® Benefits of Better NPI Profits Product/Plant Lifecycle Costs Increased Profitability Larger Market Share Improved In-Service Operation Faster to Production Premium Pricing Launch Cost Reduction
  • 27. …from good idea to profit Product and project information together in one place. Single & common plan that everybody sticks to. Product & project status always known. Clear milestones & gates with clear exit criteria & deliverables. Quick & clear visibility of program status information by managers. 1 click reports to keep track of resource Project risk assessed & managed. Stage-Gate® Bridging the Gap
  • 30. Setting the Scene 1. Someone is going to have a ‘light bulb moment’ to develop a new light weight brake assembly for the car industry which we will capture in a form Manager Review Marketing Review Start Approved We will review the idea via electronic workflow and approve it Not Approved 2. Reject We will kick-off a Stage-Gate project to assign resource to activity to take the idea to the next stage & track progress 3.
  • 31. Engineering Process Best Practice – Theory & Hands-on Product Structure, Bills of Material & Information
  • 32. Release MRP/ERP PART PART PART PART PART PART PART PART PART PART PART PART PART PART PART PART PART PART PART PART PART PART Bill Of Material
  • 33. Where Used PART PART PART PART PART PART PART PART PART PART PART PART PART PART
  • 34. Bill of Information Relationships Relationships Substitutes Part Alternates PART Part Substitutes Relationships Problems Changes Change Requests/Notices EBOM/MBOM/SBOM Requirements PART Specifications Documents PART CAD PART Drawings Plans Projects Tasks Deliverables PART Material Non-Conformance Quality CAPA Deviations FMEA
  • 35. Bill of Information Are You Re-Inventing the Wheel? “Up to 80% of the work done in an engineering department is identical or very similar to work done previously.” Arthur D. Little Maximize use of existing parts & documents Easy retrieval of standard items Classification structures…allocation of parts to classes and groups
  • 37. Hands-On Create & maintain the Bill of Information: Part-to-part, part-to-document, document-to-document relationships (item-to-item) Compound document component relationships Product components—including material, mechanical, electronic, software, and documentation Create & maintain configuration variations Versions and effectivities Options, alternates, substitutions Multiple product structure views Browsing and reporting Where-used BOM explosions Selective queries ...
  • 38. Configuration Management & Change Management
  • 39. The Change Process Collecting Problems, Concerns, Suggestions Executing Changes to Documentation & Scheduling Introduction Making & Tracking Business Decisions Problem Report Process Change Request Process Change Execution Process
  • 40. The Change Process Change Request Change Notification Concern/Incident Change Order Problem Report Process Change Request Process Change Execution Process
  • 41. Part Baselines, Revisions, Versions Completed Change Change is only possible in the context of an approved change order/note. Execution of the change creates a new ‘baseline’ Approved Release Approved Change Rev 3 (or C) Status = Released Baseline Rev 2 (or B) Status = Released Baseline Rev 1 (or A) Status = Released Drawing (or CAD model) iteration in the context of a change. These are file versions Rev 0 Status = Preliminary Time
  • 42. When it goes wrong…. Non-Compliance Differences between as-designed & as-built No audit trail Problems with service items Undocumented change Waste (Scrap, Re-work, Unused stock) Continue to produce unwanted design Increased Costs People avoid formal change process Increased Administrative Overhead Delays Change Serial process Manual & Bureaucratic Hold-up & Delays Change No Where Used Impact of change poorly understood Not transparent Unanticipated Cost
  • 43. Configuration Management Configuration Management is all about keeping the documents (including requirements) that define that product properly synchronized with the physical product (including the performance of the product) throughout its lifecycle i.e. life-time. The CMII approach builds on this philosophy and, amongst other things, emphasises the need to ‘accommodate’ change and not simply to control it. This is important
  • 44. Change Management The formal process that controls the creation of changes the approval of changes the activities associated with applying the approved changes to the affected product information
  • 45. Doesn’t mean every change goes to CCB Controlling Change Across the Lifecycle Changes Control Cost of Change Stage Gates
  • 46. Closed-loop Change Actions entering the process remain open until proper decisions are made and intended results achieved… Change Planning Event Problem Incident Quality Issue Approve Change Assess Change Change Request Affected Parts REV A -> B etc Documents Review Results Assign Change Execute Change Change Execution
  • 47. Fast TrackChange Management Simple, low-risk changes don’t require same controls as high risk changes. Individuals (not boards or groups of individuals e.g. CRB’s or CCB’s) agree & effect change
  • 48. When it goes right…. Shorter change cycle time Less people & lower labor cost. Quicker to Market Less administrative resource required to manage & run the change management process. Less disruption to unaffected people, more focus on affected people. Information can flow efficiently to target recipients across national boundaries. Information can flow to multiple targets recipients concurrently Up to date status info Information goes directly to affected people at right time. All relevant info & affected parts attached to change Accurate impact analysis cost predictions Follows person (not desk-bound) Change Immediate (electronic) routing of change related information Transparency & traceability over decision making process Information can follow target recipients to different locations (web based interface)
  • 49. Workshop Scenario Fast Track Tick box, where the originator can request that the change be fast tracked Change # Priority Change Title Problem # Priority for Review (some kind of scoring system, 1, 2, 3 or High, Medium, Low) Problem Description Proposed Solution The numbers of the PRs that will be closed by the ECR Technical Comments What engineering management think about the proposed change Piece Cost Impact Tooling Cost Impact Timing Factors Inventory Impact Any pertinent information about the timing of any change introduction e.g. a pending model year introduction etc) Purchasing Comments Affected Part(s) The part number of the affected part(s) Status
  • 50. Typical Change Request Workflow Fast Track Approve Fast Track Approve Initial Review Tech Review Purchasing Review Manufacturing Review CCB Review Start Approved Review Not Approved More info req’d Reject More info req’d Further investigation Do study Add comments to tech review field. Attach concept sketches Establish piece cost impact Add piece cost information to form Add purchasing comments Check form completeness Check for similar changes Review affected parts Establish tooling cost impact Add tooling cost information Assess inventory impact Add inventory information to form Review change request & disposition. Make business decision
  • 52. Hands-On Sequential, parallel, conditional steps Voting rules and time-outs Notification and distribution Audit processes and actions “triggers” Notes and comments collected
  • 54. Fast Track 123 H ECR # Priority 123 JSHD ECR Title Problem # Problem Description JHSJH DG SKDKJHNB Proposed Solution JHSJH DG SKDKJHNB Technical Comments JHSJH DG SKDKJHNB Piece Cost Impact Tooling Cost Impact £0.99 £10k Timing Factors JSHD Inventory Impact JSHD Purchasing Comments JHSJH DG SKDKJHNB Affected Part(s) ABC123R1 GHJ568R5
  • 55. PLM Implementation Risks & Challenges
  • 56. Risks & Challenges As with any strategic IT initiative, the potential benefits from PLM are substantial but managing PLM initiatives effectively is vital to success. While some PLM initiatives add tremendous value to organisations, others fail to deliver the expected benefits and may actually destroy value. Why?
  • 57. Risks 1 Disconnect between the PLM initiative & the organisation’s strategy and business issues
  • 58. Risks 2 Poorly defined PLM process & technology roadmap
  • 59. Risks 3 Poor understanding of the total software procurement budget required to deliver the full PLM technology roadmap
  • 60. Risks 4 Poor PLM process-technology alignment 
  • 61. Risks 5 Risk 5 - Poor understanding of implementation services costs required to deliver the full PLM technology roadmap
  • 62. Risks 6 Underestimating cultural change factors 
  • 63. Risks 7 Inadequate User Methods Development & User Education 
  • 64. What is PLM Definitions, terminology
  • 65. What is a product lifecycle? Partners CAD Suppliers Engineer Drawings Manufacturing Processes Research Specifications Information Requirements Service/Maintain Manufacture Customers Market/ Sell
  • 66. Why do PLM Business Case
  • 68. Waste
  • 69. Engineering to Goal Costs Defined Costs 100% 50% IncurredCosts 0% Time Engineering Manufacturing Could be cost/weight More than three-quarters of a new product’s total lifecycle costs generally are set in the design and new-product-introduction stages.
  • 70. NPI & Innovation Most companies commercialise only about 20% of their best ideas. Some companies are able to commercialise around 60% Business people know that growth and profits are dependant on the successful launch of innovative new products & services.

Editor's Notes

  1. So, let’s say you find out that the product is not performing in the field as desired and is not meeting requirements. So you decide you need to make a change to the product. In the ideal world, of course, you should change the design documents first then wait for the physical product to conform to the updated document. Which means each document must be formally released before it can be used. Unfortunately, people involved in design & engineering know this is quite hard to always stick to because their formal change processes are often too slow. So, rather than wait for needed documents to be updated and released, engineers sometimes go ahead make changes to tooling or manufacturing processes. This, in turn changes the physical product. They then hope the documents will catch up later (which of course they often don’t for the same reasons they were not updated in the first place). Most people recognise that this is not an ideal way to go about things but, in the absence of a really streamlined and effective change process, it seems to be a more palatable option than, say, delaying product shipment or shipping product that is not fit for purpose. But there’s a sting in the tail of course. You often end up building products that don’t match your drawings. Then you have some turnover in staff, you forget why you did what you did, a new engineer comes along and makes changes to a drawing that (unbeknown to him or her) no longer matches the actual product and, before you know it, you have a recipe for lots of confusion, you’re running around like headless chickens again, you have dissatisfied customers, re-work, spiralling costs… the list goes on.So configuration management probably does matter but what you really need is a really streamlined, fast and effective change process that which really facilitates change and keeps the documents (including requirements) that define your product synchronised with your actual product.
  2. Introduce what we’re trying to achieve.We’re not trying to eliminate administrative tasks completely.But we do want to minimise the amount of time they take.On the other hand, we’re waste exists, we want to eliminate it completely.
  3. This stuff doesn’t just happen..The elephant in the room is control