1. PLM, MDM, PDM, CDM, PIM etc. What Does It All Mean?
Midwest User Group Meeting
PLM, MDM, PDM, CDM, PIM etc. What Does It All Mean?
September, 2011

2. Agenda What’s it all mean Best Practices QAD’s Product Offering
Midwest User Group Meeting
Agenda
What’s it all mean
Descriptions
Challenges Addressed
Value Proposition
Best Practices
QAD’s Product Offering
Recommended Actions

3. Midwest User Group Meeting
What’s it all Mean

4. Rudimentary Definitions
Midwest User Group Meeting
Rudimentary Definitions
Many companies define master data as: customer, product, location, employee, asset
However, there is a lot of confusion around what master data is and how it is qualified.
Essentially there are 5 types of data in corporations:
Unstructured
Transactional
Metadata
Hierarchical
Master

5. Why Should My Company Manage Data?
Midwest User Group Meeting
Why Should My Company Manage Data?
Because most data is used by multiple applications, an error in data can cause errors in all the applications that use it, for example;
An incorrect address in the customer master
An incorrect price on an item master can be a marketing disaster
An incorrect account # in an Account Master can lead to huge fines
Even if the master data has no errors, few organizations have just one set of master data.
Many companies grow through mergers and acquisitions.
This would not be bad if you could just Union the new master data with your current master data but in most cases;
Customer/part #s are assigned by the software
The chance that a customer/product has the same # in 2 databases is remote
Most likely equivalent parts are purchased from different vendors with different vendor numbers.

6. Why Should My Company Manage Data?
Midwest User Group Meeting
Why Should My Company Manage Data?
Merging master lists together can be very difficult, but creating a clean master list has many benefits.
A consolidated bill saves money & improves satisfaction
Sending the same marketing literature to a customer from multiple customer lists wastes money & irritates the customer
Are your problem customers important to another division
Stocking the same item under different part numbers is a waste of money
The recent movements toward SOA and SaaS make Master Data Management a critical issue..

7. Master Data Management (MDM)
Midwest User Group Meeting
Master Data Management (MDM)
Description
Technology, tools, and processes required to create and maintain consistent and accurate lists of master data.
Central repository for master data that can be accessed & utilized across applications.
Not Just a technology problem..
Both Creating & Maintaining data..

8. Product Data Management (PDM)
Midwest User Group Meeting
Product Data Management (PDM)
Description
Process & tools to track and control data related to a particular product.
Technical specifications
Manufacturing & development specifications
Materials required to produce the product
Central knowledge repository for process and product history

9. Product Data Management (PDM)
Midwest User Group Meeting
Product Data Management (PDM)
Challenges Addressed
Manage & track the creation, change & archive of all product information
Track costs associated with the creation and launch of a product
Ensures regulatory compliance
Value Proposition
Accelerate return on investment
Spend less time organizing & tracking design data
Improve productivity through reuse of product design data
Lower obsolescence cost
Enhance collaboration

10. Customer Data Management (CDM)
Midwest User Group Meeting
Customer Data Management (CDM)
Description
Encompasses the collection, analysis, organizing, reporting, and sharing of customer information throughout an organization.
This is usually accomplished through the use of a Customer Relationship Management (CRM) solution.

11. Customer Data Management (CDM)
Midwest User Group Meeting
Customer Data Management (CDM)
Challenges Addressed
Efficiently and productively respond to the demands of your customers
Build a "360-degree view" of the customer
Value Proposition
Improve customer retention & satisfaction
Improve revenue
Increased cross-sell and up-sell successes
Improved sales forecasting

12. Product Information Management (PIM)
Midwest User Group Meeting
Product Information Management (PIM)
Description
Synchronization and cleansing application
Connects and integrates disparate data from multiple Systems of Record.
Frequently used to distribute product data across companies & supply chains where different companies likely have different and often conflicting data definitions.
PDM verse PIM..

13. Product Information Management (PIM)
Midwest User Group Meeting
Product Information Management (PIM)
Challenges Addressed
Manage detailed product specifications..
Address order entry issues due to inaccessible and poor product data
Proactively manage product relationships
Successfully track product changes
Speed the introduction of new products

14. Product Information Management (PIM)
Midwest User Group Meeting
Product Information Management (PIM)
Value Proposition
Decrease Costs
Reduced ordering errors
Reduced cost to introduce new product
Reduced sales team’s ordering time
Reduced time to refresh website and catalog
Increased Sales
Reduced time to market
Better product information (print, web, etc.)

15. Product Lifecycle Management (PLM)
Midwest User Group Meeting
Product Lifecycle Management (PLM)
Description
Technology, tools, & processes used to enhance efficiencies related to a product’s bill-of-materials (BOM)
Specifically, PLM software enables manufacturers to optimize the management and evolution of a BOM throughout a product’s entire lifecycle – from conception to retirement

16. Product Lifecycle Management (PLM)
Midwest User Group Meeting
Product Lifecycle Management (PLM)
Challenges Addressed
Manage obstacles with new product content and development process
Efficiently and effectively develop and manage complex information
Product designs
New product data
Service documentation
Regulatory submissions

17. Product Lifecycle Management (PLM)
Midwest User Group Meeting
Product Lifecycle Management (PLM)
Value Proposition
Reduce Errors and Rework..
Improve Collaboration and Information..
Lower Development Costs
Typical Results for “Best-in-Class”
17.5% reduction in product costs
75% reduction in ECO cycle times
25-35% reduction in design cycles
10-15% reduction in time-to-volume cycles
30-40% reduction in part duplicates
15-25% reduction in part search times

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Hierarchy
PLM
NPD
MDM
PDM
CDM
PIM

19. Midwest User Group Meeting
Best Practices

20. Best Practices 270 manufacturers surveyed about PLM Integration plans
Midwest User Group Meeting
Best Practices
Aberdeen Group, “Integrating the PLM Ecosystem”
270 manufacturers surveyed about PLM Integration plans
6 Key performance criteria evaluated
Shows gap in ability to profit from product innovation

21. Best Practice: Integrating PLM Processes
Midwest User Group Meeting
Best Practice: Integrating PLM Processes
Best-in-Class companies are going beyond basic one way flow of information.
Closed-loop processes with bi-direction flow creates significant advantages

22. Recommended “Best-in-Class” Actions
Midwest User Group Meeting
Recommended “Best-in-Class” Actions
More likely to centralize product data
Go beyond the basics
Use multiple approaches
Plan to adopt PIM and MDM
Aberdeen Group, “Integrating the PLM Ecosystem”

23. QAD Relevant Solutions
Midwest User Group Meeting
QAD Relevant Solutions

24. QAD Product Data Management (PDM)
Midwest User Group Meeting
QAD Product Data Management (PDM)
Product Data Management
Fully Integrated module providing centralized control of key product information..
Allows for product design and engineering changes to be quickly integrated into the system..

25. QAD Product Data Management (PDM)
Midwest User Group Meeting
QAD Product Data Management (PDM)
Enables the management of complex product structures, formula process definitions, and product costs

26. QAD Product Information Mgt (PIM)
Midwest User Group Meeting
QAD Product Information Mgt (PIM)
Product Information Management
Increase revenue by improving the customer experience in finding & understanding product information on-line
Achieve compliance when providing SC & Marketing product info to customers & partners
Reduce costs by centralizing all product info
Automate & distribute the process of collecting & changing product information to update subscribing systems

27. QAD Product Information Mgt (PIM)
Midwest User Group Meeting
QAD Product Information Mgt (PIM)
Ensures that product information is kept consistent across all information channels..

28. QAD Customer Relationship Mgt (CRM)
Midwest User Group Meeting
QAD Customer Relationship Mgt (CRM)
Customer Relationship
Management
Provide visibility into the sales cycle
Create accurate forecasts & track actual results
Foster knowledge & understanding of the customer
Coordinate and control information sharing across extended sales teams
Increase and optimize customer contact time

29. QAD Customer Relationship Mgt (CRM)
Midwest User Group Meeting
QAD Customer Relationship Mgt (CRM)
Visualize key data through the built-in dashboard
Best Pricing based on Quantity & Price Lists
Complete View of the customer

30. PTC Product Lifecycle Mgt (PLM)
Midwest User Group Meeting
PTC Product Lifecycle Mgt (PLM)
Product Lifecycle
Management
Manage product versions & iterations
View products through embedded 2D/3D viewer
Build & maintain multi-level BOM configurations
Enable workflow and management by exception
Collaborate and report, and
Archive product and project information

31. PTC Product Lifecycle Mgt (PLM)
Midwest User Group Meeting
PTC Product Lifecycle Mgt (PLM)
Provides a single source of product-related information with the control and configuration capabilities you need to collaborate across your extended enterprise

32. PTC Product Lifecycle Management Demo
Midwest User Group Meeting
PTC Product Lifecycle Management Demo

33. Extended Data Management Solutions
Midwest User Group Meeting
Extended Data Management Solutions
Labor availability and skills information
Tugboat Software Labor Scheduling
Product quality information
Cebos MQ1 Quality Management System
DSD/Route mgt & in-store data info
Numeric Computer Systems
Partner synchronization of product info
Lansa Data Synchronization Interface

34. Midwest User Group Meeting
Conclusion

35. Ten Best Practice for Data Management
Midwest User Group Meeting
Ten Best Practice for Data Management
Executive sponsor who is active and involved
Business owns the data governance process & the project
Strong project and organizational change management
Use a holistic approach - people, process, tech & info.
Ongoing & repeatable process, continuous improvement
Ensure Mgt knows the importance of a dedicated team
Understand your data model & how it integrates with your internal source systems and external content providers
Resist the urge to customize technology
Stay current with vendor-provided updates and patches
Test, test, test and then test again
(Remember: This is a Journey - Not a Destination)

36. Suggested Next Steps Start Small, but Start!!
Midwest User Group Meeting
Suggested Next Steps
Start Small, but Start!!
Build Carefully, and Measure as you go, and
Schedule an on-site Vision Engagement to let QAD help you develop a business case for data management improvements. 1 2 3
Rapid value assessment
Map QAD potential solutions to business goals / strategies / tactics & processes
Recommendations & ROI analysis of high potential areas
Process QSCANs 4
Vision Engagement

37. Questions? Midwest User Group Meeting Hank Canitz
Senior Director – Industry Strategy & Marketing

38. Midwest User Group Meeting
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