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Mastering Change and Configuration Management for Business Advantage.

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1 Mastering Change and Configuration Management for Business Advantage

2 22 Agenda Understanding Change and Configuration Management (CCM) Mastering CCM Through Best Practices Recap and Next Steps

3 3 What is Change and Configuration Management? Product Needs Opportunities Enhancements Problems Deviations and Waivers Change & Configuration Management © 2010 PTC INPUTSOUTPUTS Product Data Parts, Assemblies, Structures Product Configurations Product Documentation Design Data Product Requirements Manufacturing Process Plans Work Instructions, Resources New Approved Product Data Parts, Assemblies, Structures Product Configurations Product Documentation Design Data Product Requirements Manufacturing Process Plans Work Instructions, Resources Change History Audit & Traceability Verification

4 4 Multiple Trends Affect Change and Configuration Management PRESSURES BUSINESS IMPACT Demand for more tailored products More product configurations / options to manage, more complicated change impact Fierce global competition Shorter development cycles, need to accommodate changes faster Growth in global outsourcing Need to effectively coordinate more participants in product development Increase in product complexity Multiple authoring tools used, so data must be managed across disparate information systems Increase in regulations Need to adapt products for compliance PRESSURES BUSINESS IMPACT Demand for more tailored products More product configurations / options to manage, more complicated change impact Fierce global competition Shorter development cycles, need to accommodate changes faster Growth in global outsourcing Need to effectively coordinate more participants in product development Increase in product complexity Multiple authoring tools used, so data must be managed across disparate information systems Increase in regulations Need to adapt products for compliance Takeaway: Take Control of Change to Stay Competitive © 2010 PTC

5 5 Vertical Market Needs Affect Change and Configuration Management Strategies Aerospace/ Defense Automotive High Tech/ Electronics Industrial Equipment Consumer Products Life Sciences Traceability Configuration control High velocity changes Flexibility Numerous variants High velocity changes Flexibility Numerous variants Traceability Configuration control Flexibility Numerous variants Flexibility Numerous variants …Potential benefits are top line, not just cost savings An efficient change process can cut up to 33% off of the typical product development cycle time. (McKinsey & Company) BUT 54% of companies lack single repository to review, analyze, approve and track changes across products (Gartner Group) © 2010 PTC

6 6 Product Configuration Models Vary Across The Value Chain Companies May Use Several Models Common Verticals Assemble-To-Stock Configure-To-Order Engineer-To-Order Contract Assemble-To-Order © 2010 PTC Consumer Products High Tech & Electronics Medical Devices Industrial Aerospace & Defense Automotive Contract manufacturer

7 7 Structuring a Reliable, Flexible Process How do I create a reliable, flexible change management process for all users? Structuring a Reliable, Flexible Process How do I create a reliable, flexible change management process for all users? Coordinating Changes Across Engineering and Manufacturing How can I synchronize engineering and manufacturing to be faster, more cost-effective ? Coordinating Changes Across Engineering and Manufacturing How can I synchronize engineering and manufacturing to be faster, more cost-effective ? Managing Change Across Disciplines How do I manage and control change of my product data so it can be leveraged by the entire enterprise? Managing Change Across Disciplines How do I manage and control change of my product data so it can be leveraged by the entire enterprise? Common Change and Configuration Management Challenges Managing the Products Configuration How do I control and deploy the products configuration throughout its lifecycle? Managing the Products Configuration How do I control and deploy the products configuration throughout its lifecycle? © 2010 PTC Working With Partners How do I work quickly and efficiently with partners while maintaining data security? Working With Partners How do I work quickly and efficiently with partners while maintaining data security?

8 88 Agenda Understanding Change and Configuration Management (CCM) Mastering CCM Through Best Practices Recap and Next Steps

9 9 Approach Best Practices Challenge For each challenge, identify potential action For each action, share ideas on Best Practices* Illustrate benefits you can realize with case study examples Todays Game Plan *Practice = proven Process Improvement using PLM technology © 2010 PTC

10 10 Mastering CCM Challenges © 2010 PTC Adopt PLM Technology for Data Replication ChallengeApproachBest Practices Product Configuration Lifecycle Management Modular Product Architecture Definition Generic Product Platform Design Enable enterprise to create, understand and track product configurations Managing the Products Configuration 11 Standardized, Automated Change Processes Implement a flexible, automated process that always delivers accurate, actionable information Structuring a Reliable, Flexible Process 22 Integrated Cross-Discipline Change Management Enable enterprise to link integral product data and configurations so change is synchronized quickly and accurately across disciplines Managing Change Across Disciplines 33 Partner Change Integration Enable external parties to seamlessly interact with product configurations and changes throughout product development Working with Partners 44 Integral Engineering-Manufacturing Change Management Provide manufacturing with associative views of engineering data to plan, execute closed loop changes quickly Coordinating Change Across Engineering and Manufacturing 55

11 11 Mastering CCM Challenges © 2010 PTC Adopt PLM Technology for Data Replication ChallengeApproachBest Practices Product Configuration Lifecycle Management Modular Product Architecture Definition Generic Product Platform Design Enable enterprise to create, understand and track product configurations Managing the Products Configuration 11 Standardized, Automated Change Processes Implement a flexible, automated process that always delivers accurate, actionable information Structuring a Reliable, Flexible Process 22 Integrated Cross-Discipline Change Management Enable enterprise to link integral product data and configurations so change is synchronized quickly and accurately across disciplines Managing Change Across Disciplines 33 Partner Change Integration Enable external parties to seamlessly interact with product configurations and changes throughout product development Working with Partners 44 Integral Engineering-Manufacturing Change Management Provide manufacturing with associative views of engineering data to plan, execute closed loop changes quickly Coordinating Change Across Engineering and Manufacturing 55

12 12 Managing the Products Configuration Provide a single system to accurately create, understand and track product configurations and their change history over time Benefits Quickly retrieve, share accurate information at any time in the products history Meet diverse configuration requirements across enterprise teams Improve design speed and reuse by supporting modular product architectures Manage product complexity and simplify variant and option design Synchronize fast, accurate change to use-related technical publications Approach 11 Consumer demand drives need for flexible product options © 2010 PTC

13 13 As products evolve and mature, PTCs single system provides robust, flexible support for simple or complex levels of configuration management Core capabilities (Assemble-to-Stock, Contract Products) –Versatile BOM creation: in Windchill, from CAD data or Excel –Easily define, navigate products by Baselines, Release Level, Effectivity Configure-to-Order/Engineer-to-Order Products –Fast, rules-driven variant creation maximizes data reuse Assemble-to-Order Products –Easily create, manage and share option sets for each product –Integrated navigation, design and visualization of option combinations … F G F B F F Best Practice: Product Configuration Lifecycle Management Easily create product variants for complex configurations 11 Managing the Products Configuration © 2010 PTC

14 14 PTC can provide a proven methodology for defining a modular product architecture Capture architecture requirements and variant needs Translate requirements into key functions Develop module clusters to share work Assess & select best modular architecture Determine key interfaces Product X Comp. 1 Comp. 2 SubComp.2 Module 2a Product X Module1 Module 2 Module 3 Complex and uncontrolled dependencies across the assembly Defined interfaces and dependencies between modules Best Practice: Modular Product Architecture Managing the Products Configuration © 2010 PTC 11

15 15 Managing the Products Configuration 11 Pistons Block Crankshaft Cylinder Head Engine Oil System Cooling System Cover Valve Train Exhaust System Piston X Piston Y Module 1 Module 2 Optional Modules Module 3 Module … Interface Management High Level Platform Product Structure Detailed Platform CAD Structure Best Practice: Generic Product Platform Design PTC can provide an infrastructure that efficiently captures and manages the details of a product platform design Capture and manage high level platform architecture Define module interfaces and control changes Manage coordinated development of detailed product structure with CAD designs

16 16 Business Initiative Increase design reuse, rationalize internal change process and consolidate engineering data for better collaboration Solution Deployed Windchill PDMLink as single data repository in conjunction with Pro/Engineer Results Increased commercial part reuse and design reuse Improved early discovery of design conflicts Streamlined internal change process Distributed technical information to the shop floor Managing the Products Configuration Case Study: Streamlining The Design Process at Maserati Racing © 2010 PTC 11 PTC Global Services deployment of Windchill PDMLink has improved our internal change process, allowed us to monitor the lifecycles of single serialized objects, and manage various configurations of our racing car. – Giorgio Ascanelli, Technical Director Maserati Racing Maserati Racing is a branch of Maserati S.p.A (luxury sports car manufacturer) which has designed and produced the new Maserati MC12.

17 17 Case Study: A Single Repository Simplifies Change and Configurations at SANY Managing the Products Configuration © 2010 PTC 11 Business Initiatives Centralize product data management Improve collaboration across subsidiaries Improve change management process to ensure BOM consistency and improve configuration management Solution Centralized repository of product information for change/configuration and BOM management Results Improved change management; integrated process management Enabled faster BOM configuration and automated release of BOMs to ERP system Enabled distributed collaboration Our Windchill solution gives us a better way to manage product data and to improve collaborative design capabilities. It is also a better bridge across CAD, CAPP and ERP systems. – Liang Bin, Assistant CIO SANY Heavy Industry Ltd. Co. Leading manufacturer of construction engineering machinery, including excavators, concrete mixers, concrete pumps and motor graders, sold worldwide.

18 18 Managing the Products Configuration © 2010 PTC Case Study: Schneider Electric Make Its World Smaller in One System 11 Business Initiative Consolidate 7 disjointed engineering systems into one Eliminate disconnected methods of information sharing and collaboration Ensure secure control and management of design data Solution Migrated customized legacy system to a single PLM solution, ensuring seamless change management and synchronized Production Information Management (PIM) Results Reduced engineer-to-order (ETO) process time by weeks System supports 6,000 users to enhance global collaboration Multi-million annual savings Windchill helps us support our customer growth while providing overwhelming performance improvement. – Lionel Aubert Product Data Security Officer Schneider Electric One of the worlds largest manufacturers of equipment for electrical power distribution, industrial control and automation

19 19 Mastering CCM Challenges © 2010 PTC Adopt PLM Technology for Data Replication ChallengeApproachBest Practices Product Configuration Lifecycle Management Modular Product Architecture Definition Generic Product Platform Design Enable enterprise to create, understand and track product configurations Managing the Products Configuration 11 Standardized, Automated Change Processes Implement a flexible, automated process that always delivers accurate, actionable information Structuring a Reliable, Flexible Process 22 Integrated Cross-Discipline Change Management Enable enterprise to link integral product data and configurations so change is synchronized quickly and accurately across disciplines Managing Change Across Disciplines 33 Partner Change Integration Enable external parties to seamlessly interact with product configurations and changes throughout product development Working with Partners 44 Integral Engineering-Manufacturing Change Management Provide manufacturing with associative views of engineering data to plan, execute closed loop changes quickly Coordinating Change Across Engineering and Manufacturing 55

20 20 Structuring a Reliable, Flexible Process Implement a standardized, automated process to support rapid and accurate communication of changes and prevent undetected, costly late stage errors and project delays Benefits Accurate, controlled changes in single system connected to product data Optimal flexibility to cover full range of changes Increased engineering productivity Reduced change cycle times, less rework and scrap Real time visibility to status across enterprise accelerates change process Fully traceable change history Change process must comprehensively cover upstream and downstream activities © 2010 PTC 22 Approach

21 21 PTC provides a flexible, automated, closed loop change process that instantly connects key stakeholders to secure, accurate, actionable information Synchronize change with product configuration data in single, integral system Provide problem reporting, deviation/waiver requests and change requests, notices, activities Apply predefined and configurable change process workflows, activities and process roles Automate change routing and task notifications Flexible support for simple and complex changes Provide enterprise visibility to pending changes throughout the system Best Practice: Standardized, Automated Change Process PTCs Change and Configuration Management process flow Structuring a Reliable, Flexible Process © 2010 PTC 22

22 22 Structuring a Reliable, Flexible Process Case Study: Windchill PDMLink Automates Change Process at Kirloskar Oil Engines Ltd (KOEL) © 2010 PTC 22 Business Initiative Replace manual change process with online tracking of engineering changes Reduce change cycle time Solution Change Management process automation through Windchill PDMLink Separate change management process for Prototype and Production components Results Single, automated change management process for multiple locations Easy tracking and monitoring of changes Reduced change cycle time Windchill PDMLink helped us to automate and smoothen our engineering change process. It helped us to reduce cycle time by 40%. Its comprehensive reports are helping us as knowledge bank to improve our designs. – Mr. R L Harolikar, Sr. GM (CRE) KOEL is Indias leading manufacturer of diesel engines, engine bearings and generating sets for a broad range of industrial applications.

23 23 California- based Pelco manufactures advanced closed circuit television equipment, camera enclosures, domes, mounts, pan/tilts, multiplexers, and video matrix systems. Structuring a Reliable, Flexible Process Case Study: Windchill PDMLink Automates Change Process at Pelco © 2010 PTC 22 Business Initiative Pelco needed to improve its customer service and product quality through paperless automation Solution Implemented Windchill PDMLink to support change management Results Automated its change management process Moved from a paper-intensive environment to paperless automation Improved the impact assessment of proposed changes Before our PTC solution, getting a status or an idea about what was holding up a process was virtually impossible. Windchill PDMLink has automated the change management process. – Pelco

24 24 Structuring a Reliable, Flexible Process Case Study: Improving Global Change Management at Stryker Navigation © 2010 PTC 22 Business Initiative Implement a global product lifecycle platform with global change management processes to conform with FDA regulations Solution Implemented Windchill PDMLink Results Access all product related data electronically in one platform 20% reduction in time taken for change and release process of documents and document search Reduce product change process time by 15% With our Windchill PDMLink process- solution, we will meet our expectations to optimize the product lifecycle process by leveraging our product quality. – Klaus Welte, VP R&D Stryker Navigation Stryker Navigation is a worldwide leading innovator of medical products. Stryker focus on orthopedics, instruments, implants, physiotherapy, traumatology, and biotechnology.

25 25 Mastering CCM Challenges © 2010 PTC Adopt PLM Technology for Data Replication ChallengeApproachBest Practices Product Configuration Lifecycle Management Modular Product Architecture Definition Generic Product Platform Design Enable enterprise to create, understand and track product configurations Managing the Products Configuration 11 Standardized, Automated Change Processes Implement a flexible, automated process that always delivers accurate, actionable information Structuring a Reliable, Flexible Process 22 Integrated Cross-Discipline Change Management Enable enterprise to link integral product data and configurations so change is synchronized quickly and accurately across disciplines Managing Change Across Disciplines 33 Partner Change Integration Enable external parties to seamlessly interact with product configurations and changes throughout product development Working with Partners 44 Integral Engineering-Manufacturing Change Management Provide manufacturing with associative views of engineering data to plan, execute closed loop changes quickly Coordinating Change Across Engineering and Manufacturing 55

26 26 Enable the whole enterprise to work with and view integral product data and configurations so changes can be synchronized quickly and accurately across disciplines. Benefits Reduced errors, rework by leveraging a single source repository for key functions More accurate product alignment across disciplines via seamless access to product information Improved knowledge of changes to product structure, MCAD/ECAD, software, requirements and documents as product matures Approach Managing Change Across Disciplines © 2010 PTC 33 Marketing Manufacturing Planning Mechanical Electrical Software Quality Service Sourcing

27 27 PTC can implement fast, accurate change across disciplines with a single, integrated process to update the complete product definition A Single Source for Product Data –Single global BOM which integrates product data Heterogeneous MCAD, ECAD, Software Documents Requirements Visualization –Robust configuration traceability Product data integrally connected to change info through a powerful, flexible toolset –Global, enterprise visibility –Formal change impact and root cause analysis Std Parts Discloses & Declarations Analysis Requirements CAD Model Data Sheets Viewables Housing Product PCA Schematic Firmware Assy Software Component ASICs Mechanical Parts Software Battery Purchased Assy Approved Suppliers Classified Component Attributes AVL AML / AVL PCB Manual Best Practice: Integrated, Cross-Discipline Change Management Managing Change Across Disciplines © 2010 PTC 33 Pending Change

28 28 Case Study: Cochlear Standardizes Internal Change Process © 2010 PTC 33 Business Initiatives Improve globally visibility of Bill of Information (BOI) for all product development teams Improve speed of product design and formal product change Solution Implemented Windchill PDMLink to control, audit the complete BOI; increase speed and efficiency of document reviews and change control using electronic signatures Results All product data managed in a single data vault Executed design changes centrally and visibly across teams to reduce errors, enforce version control Accurate tracking of product configurations across departments We needed a data management system that could help our global develop teams accelerate time-to-market by managing our detailed product data better. Windchill stood out as the best solution to provide our engineers online traceability and visibility to product data; not only increasing our ability to collaborate, but also helping us drive quality of product changes through the implementation of clear workflows. – Brent Barnes, Manager Documentation Systems Cochlear Limited Cochlear is the global leader in innovative, implantable hearing solutions Managing Change Across Disciplines

29 29 Mastering CCM Challenges © 2010 PTC Adopt PLM Technology for Data Replication ChallengeApproachBest Practices Product Configuration Lifecycle Management Modular Product Architecture Definition Generic Product Platform Design Enable enterprise to create, understand and track product configurations Managing the Products Configuration 11 Standardized, Automated Change Processes Implement a flexible, automated process that always delivers accurate, actionable information Structuring a Reliable, Flexible Process 22 Integrated Cross-Discipline Change Management Enable enterprise to link integral product data and configurations so change is synchronized quickly and accurately across disciplines Managing Change Across Disciplines 33 Partner Change Integration Enable external parties to seamlessly interact with product configurations and changes throughout product development Working with Partners 44 Integral Engineering-Manufacturing Change Management Provide manufacturing with associative views of engineering data to plan, execute closed loop changes quickly Coordinating Change Across Engineering and Manufacturing 55

30 30 Enable suppliers, partners and customers to seamlessly interact with product configurations and changes throughout the product development process. Benefits Improve quality, reduce waste by ensuring partners have access to up-to-date, accurate information Secure, collaborative environment allows partners to rapidly and directly apply changes, instead of over-the-wall Eliminate confusion and costly delays by providing traceability as to what partners receive Approach Working with Partners © 2010 PTC 44

31 31 Best Practice: Partner Change Integration Requirements Software Code Working with Partners © 2010 PTC Viewable CAD Model Data Sheet Analysis Test Plan Traceable Data Flow for All Change Sharing Scenarios C++ Strategic Integral access Arms length Package delivery Collaborative workspace PTC can provide a tailored change process integration method appropriate to partner relationship Share change and product data information in efficient, controlled manner (multiple approaches) Integrate partners into change review, approval and implementation activities Exchange design and change information offline Use rich visualization to enhance collaboration, design reviews Trace history of what was sent and when Example – change impact analysis Supplier Collaboration Example – Request variances Manufacturing Partner Example – Submit problem reports, change impact analysis Strategic Supplier 44

32 32 Working with Partners © 2010 PTC Designs, develops, and manufactures on-site electric power generation systems utilizing Proton Exchange Membrane fuel cells for stationary applications HP Imaging and Printing division spans 23,000 products and tens of thousands of suppliers across 160 countries World's premier supplier of pumps, systems and services to move and control water and other fluids Successful Change Management Customers On a Global Scale ECN cycle time was cut by 62% Variability in the time to complete an ECN was reduced by 76% Achieved an 80% improvement in design and process reuse Part counts fell 2% to 18% Time-to-market, product cost, and warranty cost reduced Productivity rose between 20% and 30% Implemented global engineering change process with 1 year payback Time to implement engineering changes reduced by 50% Significant cost reduction for scrap and rework costs 44

33 33 Mastering CCM Challenges © 2010 PTC Adopt PLM Technology for Data Replication ChallengeApproachBest Practices Product Configuration Lifecycle Management Modular Product Architecture Definition Generic Product Platform Design Enable enterprise to create, understand and track product configurations Managing the Products Configuration 11 Standardized, Automated Change Processes Implement a flexible, automated process that always delivers accurate, actionable information Structuring a Reliable, Flexible Process 22 Integrated Cross-Discipline Change Management Enable enterprise to link integral product data and configurations so change is synchronized quickly and accurately across disciplines Managing Change Across Disciplines 33 Partner Change Integration Enable external parties to seamlessly interact with product configurations and changes throughout product development Working with Partners 44 Integral Engineering-Manufacturing Change Management Provide manufacturing with associative views of engineering data to plan, execute closed loop changes quickly Coordinating Change Across Engineering and Manufacturing 55

34 34 Tightly align manufacturing process planning to engineering design changes by integrating both groups in the same automated change management process. Benefits Earlier involvement of manufacturing results in: –faster time to market –reduced tooling costs –higher product quality –reduced inventory –superior change documentation Reduce overall change cycle time with tight coupling of engineering and manufacturing deliverables Approach Lower costs, shorter cycles if concurrent engineering and manufacturing processes are integrated early in design process Coordinating Change Across Engineering, Manufacturing © 2010 PTC 55 Typical engineering change distribution throughout production development Production Concept Development System Design Detailed Design Manufacturing Process Management Concurrent: less costly changes made earlier Accelerate Production ramp up Sequential : later, more costly changes delay launch Number of changes

35 35 PTC can involve manufacturing stakeholders earlier by enabling concurrent development of eBOM and mBOM Common change process for engineering and manufacturing teams – Associate manufacturing process data with change records Easily synchronize eBOM/mBOM product structure changes Manage variance decision – Incorporate deviations and waivers using same change process for Eng and Mfg Provide fully traceable change history Best Practice: Integral Engineering to Manufacturing Change Management Changes identified early in design process ripple through to improve manufacturing planning Resources Engineering BOM Manufacturing BOM Revision Process Plan Revision © 2010 PTC 55 Coordinating Change Across Engineering, Manufacturing

36 36 Grand River Group (GRG) is Chinas largest motorcycle manufacturer with a production capacity of 3 million engines and 3 million motorcycles per year. GRG is also the largest partner of Suzuki Motor Corp. in China. Case Study: Grand River Unifies Engineering and Manufacturing Change Processes © 2010 PTC 55 Business Initiative Shorten time to market by accelerating the engineering to manufacturing change process Improve reliability of manufacturing data, process plans and work instructions Solution Implemented Windchill PDMLink and MPMLink to streamline and standardize manufacturing engineering deliverables and implement a closed loop change process Results Increased production and manufacturing engineering efficiency Improved product quality and consistency of manufacturing data Dramatically reduced the time to propagate a new product derivative to manufacturing Our PTC Windchill MPMLink solution is just the thing we need to help us improve our entire manufacturing process. – Chen Hai Lan Grand River Group Coordinating Change Across Engineering, Manufacturing

37 37 Agenda Understanding Change and Configuration Management (CCM) Mastering CCM Through Best Practices Recap and Next Steps

38 38 Key Change and Configuration Management Takeaways 1.Take control of configurations 2.Automate change in single system 3.Unify change across enterprise 4.Enable secure change collaboration with partners 5.Synchronize changes between Engineering and Manufacturing 6.PTC has proven experience enabling best practices with PLM technology 7.PTC can help you plan and execute a strategy for optimal success © 2010 PTC Challenge Approach Best Practices Product Configuration Lifecycle Management Modular Product Architecture Definition Generic Product Platform Design Enable enterprise to create, understand and track product configurations Managing the Products Configuration 11 Standardized, Automated Change Processes Implement a flexible, automated process that always delivers accurate, actionable information Structuring a Reliable, Flexible Process 22 Integrated Cross-Discipline Change Management Enable enterprise to link integral product data and configurations so change is synchronized quickly and accurately across disciplines Managing Change Across Disciplines 33 Partner Change Integration Enable external parties to seamlessly interact with product configurations and changes throughout product development Working with Partners 44 Integral Engineering-Manufacturing Change Management Provide manufacturing with associative views of engineering data to plan, execute closed loop changes quickly Coordinating Change Across Engineering and Manufacturing 55

39 39 Next Steps: Explore the Path to Value Informed by 25 years of experience supporting thousands of customers PTC offers: A comprehensive Roadmap containing a structured collection of intellectual property A guide to linking Corporate Strategy initiatives to critical business processes and needed technologies © 2010 PTC

40 40 Next Steps: Three Step Approach © 2010 PTC Introductory discussion of PTCs Value-based approach to product development ~10 member * 1-2 hours each, consultative session, to quantify/rate/prioritize your unique path to value Collaborative 30-minute session to uncover your business unique value drivers PTC Value Roadmap Session PDS Vision Assessment Introduce Value Framework


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