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

3 What is Change and Configuration Management?
An orderly process for evolving a product including its data and associated process information from conception to retirement INPUTS OUTPUTS Product Needs Opportunities Enhancements Problems Deviations and Waivers New Approved Product Data Parts, Assemblies, Structures Product Configurations Product Documentation Design Data Product Requirements Manufacturing Process Plans Work Instructions, Resources Change & Configuration Management In this session we are going to discuss challenges that companies face with both the information that makes up their products and how the change of that information is managed and how Windchill addresses these challenges. Product development is often a tumultuous process involving customer and market needs, technology innovation, changing regulations and other inputs. To keep up with this a company needs to be able to rapidly and accurately manage their product configurations or Bills-of-materials. This is the core information that tells us how to design, manufacture and support our products. Product configuration information is essential across the enterprise from engineering to manufacturing, marketing and service. As products become ever more complex it is also critical that we can manage the product configuration with all of its information and inputs such as requirements, MCAD and ECAD data, visualizations, product documentation and manufacturing plans. To make sure the product information is updated in an timely and repeatable process we need to use change management processes that are flexible to meet diverse business needs while still delivering rigorous and rich history to what was changed and when it was changed. Product Data Parts, Assemblies, Structures Product Configurations Product Documentation Design Data Product Requirements Manufacturing Process Plans Work Instructions, Resources Change History Audit & Traceability Verification © 2010 PTC

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 Takeaway: Take Control of Change to Stay Competitive © 2010 PTC

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 Flexibility Numerous variants High velocity changes Flexibility Numerous variants Flexibility Numerous variants High velocity changes Flexibility Numerous variants Traceability Configuration control When it comes to change and configuration management, Needs and concerns vary across industries. (These are meant to illustrate general trends and there can be deviations within any vertical) For example, A&D requires strong product traceability and configuration control so companies can accurately deliver complex equipment with well defined changes over time. Automotive requires flexibility to meet diverse market needs that generate large variation in available configurations. High Tech and Electronics is fast-paced, leading to high velocity changes with several product cycles a year. Complex market needs and a demand for personalization require flexibility and management of complex variation in the products. Industrial equipment needs to support a wide array of product needs with a broad array of possible configurations. Trend- driven Consumer Products, like High Tech, move at an incredible pace and need to support the demands and interests of a global audience Finally, Medical Devices, like A&D, requires strong product traceability and tight configuration control to meet regulatory compliance Build McKinsey statistic – Regardless of the industry you are involved in, this sobering statistic from McKinsey highlights the business need to address change and configuration management seriously …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 Product Configuration Models Vary Across The Value Chain
Companies May Use Several Models Common Verticals Assemble-To-Stock Consumer Products Automotive Assemble-To-Order High Tech & Electronics Configure-To-Order Medical Devices Industrial As companies face challenges with global competition and ever increasing pace many also have product lines that span business strategies.  For example a company might offer high value, long lead customized customer specific products along with a range of assemble to order items available for rapid ship and quick turn around. For many today that means supporting multiple product configuration strategies.  These can span from offering fixed configuration Assemble to Stock items to an array of To-Order configurations to fully custom Contract designed items.  This allows one to deal with growing needs of customers and to diversify product offerings. This slide offers some examples of how some companies in different verticals might support multiple product configuration models. From a company increasing variation to support customer and market needs to delivering to range of preconfigured offerings to deliver to an OEM many today are facing the need to support many levels of product complexity.  The ability to address and support these across an range of products is essential to maintain advantage today. (If you need to go into the definitions) Assemble-to-Stock – predefined configurations built to go directly to customer or reseller Assemble-to-order processes can support products with fixed sets of large options (think computers or cars) Configure-To-Order allows more tailoring and rules to be built into the final product (Allows options as well as some variable definition configuration) Engineer-To-Order then builds on CTO or ATO with some amount of custom content done for an order Contract is fully custom engineered per order type of work Engineer-To-Order Aerospace & Defense Contract Contract manufacturer © 2010 PTC

7 Common Change and Configuration Management Challenges
Managing the Product’s Configuration How do I control and deploy the product’s configuration throughout its lifecycle? Working With Partners How do I work quickly and efficiently with partners while maintaining data security? 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 ? So, how do our customers view the challenges of CCM? Based on feedback from engagements worldwide, we have identified five core areas that represent the most significant challenges in CCM. They are all interrelated and identify a common need: robust processes must be supported by equally robust technology tools Box 1 - Issue: Product complexity and options and variants are increasing. But management of product configurations to downstream systems throughout the product’s lifecycle is often manual and “over the wall”, including in-service support. Data accuracy, product quality, speed to market all suffer if a product’s configuration – milestones, updates, upgrades - is not systematically managed over time. Box 2 – Issue: A complex, broken change process will be bypassed by users so potentially valuable downstream documentation and history will be inaccurate, incomplete or lost. Unreliable and unrepeatable changes result from multiple change processes across the company (many are manual, paper-based so they are slow and inefficient). Lack of consistent change execution impacts ability to make accurate, fast changes – cannot do basics – find, analyze, track and report status of change information Box 3 – Issue : Confusion on product data due to it being scattered across organizations and systems. Confusion across the enterprise due to lack of coordination in change activities across disciplines – accuracy of product definition and speed to market suffer, hurting sales and profits Box 4: Issue: Often, lack of effective process for managing global collaboration and external partners – value of adding partners diminished if they cannot easily access information and propagate change quickly, accurately and securely Box 5: Issue: Disconnect between engineering and manufacturing slows time to market; can cause costly, late stage changes – puts the brake on delivering innovation in response to market trends Summary of Big picture issues Lack of enterprise-wide visibility into change performance and history Loss of control on traceable products for customers, contracts and orders Managing Change Across Disciplines How do I manage and control change of my product data so it can be leveraged by the entire enterprise? © 2010 PTC

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

9 Today’s Game Plan Challenge Approach Best Practices
Today, we will expand on the five challenges just outlined and recommend actions you can take to address them. This will include review of core product development processes and best practices developed by PTC through numerous customer engagements worldwide based on using PTC’s single, integral system across the lifecycle. The combination of structured processes enabled by PLM technology drives the value needed to deliver on your investment in optimizing Change and Configuration Management. For each challenge, identify potential action For each action, share ideas on Best Practices* Illustrate benefits you can realize with case study examples *Practice = proven Process Improvement using PLM technology © 2010 PTC

10 Mastering CCM Challenges
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 Product’s Configuration 1 Standardized, Automated Change Processes Implement a flexible, automated process that always delivers accurate, actionable information Structuring a Reliable, Flexible Process 2 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 3 We will now move on to discussing in detail how best to address the challenges of Change and Config Management. This will include an examination of best practices PTC has developed over numerous engagements with customers worldwide. We are highlighting these 5 areas to drive home these big ideas to be successful with Change and Config Management: Automate your processes so information moves quickly and efficiently Capture digital data content in a single, secure environment so you can control and share it to manage change and product configurations over the product’s lifecycle Partner Change Integration Enable external parties to seamlessly interact with product configurations and changes throughout product development Working with Partners 4 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 5 Adopt PLM Technology for Data Replication © 2010 PTC

11 Mastering CCM Challenges
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 Product’s Configuration 1 Standardized, Automated Change Processes Implement a flexible, automated process that always delivers accurate, actionable information Structuring a Reliable, Flexible Process 2 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 3 We will now move on to discussing in detail how best to address the challenges of Change and Config Management. This will include an examination of best practices PTC has developed over numerous engagements with customers worldwide. We are highlighting these 5 areas to drive home these big ideas to be successful with Change and Config Management: Automate your processes so information moves quickly and efficiently Capture digital data content in a single, secure environment so you can control and share it to manage change and product configurations over the product’s lifecycle Partner Change Integration Enable external parties to seamlessly interact with product configurations and changes throughout product development Working with Partners 4 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 5 Adopt PLM Technology for Data Replication © 2010 PTC

12 Managing the Product’s Configuration
1 Approach 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 product’s 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 Consumer demand drives need for flexible product options The configuration of a product is at the core of many of the processes used in the enterprise. Accurate and timely access to information on product configuration is key to many stakeholders. Engineering doing systems architecture and detailed design Manufacturing performing process and resource planning Supply chain collaborating with suppliers: or Sales developing order options having Configuration management can also take many shapes and levels of complexity in today’s fast paced and global business environment. A company can have needs ranging from one-off custom products to sophisticated assemble-to-order products with thousands of possible variants driven from product options. Equally important is the ability to support modular product design and drive that from requirements through system engineering, detailed product design and change management. For many companies today, this is a key process to simplify the complexity and maintain the speed required to innovate ahead of the competition. It is key to have a single system that understands and can support that variety of needs without having to support multiple solutions. © 2010 PTC

13 Managing the Product’s Configuration
1 Best Practice: Product Configuration Lifecycle Management As products evolve and mature, PTC’s 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 Easily create product variants for complex configurations F G F B F F Windchill provides robust support covering a wide range of configuration management needs. Basics Starting with solid fundamentals in supporting baselines, and Effectivity that allow users to capture and view product configurations as they mature over time. This allows enterprise visibility providing understanding of that product as it evolved over time. Understanding the product structure (or Bill-of-Material) information can come from many sources Windchill enables users to create it within Windchill, to drive it from MCAD or ECAD data or to import it from Excel spreadsheets. CTO/ETO products Robust tools for supporting more complex needs span to cover a variety of Option and Variants models. Configure-to-Order and Engineer-to-order use cases support creation of design variants following a rules based Wizard configurator. This enables quick and accurate generation of product configurations and also remembers if you already created that variant allowing one to reduce confusion and increase reuse. These variants can then be further configured or worked supporting further custom engineering needs. Assemble-to-Order and modular architecture use cases are supported with robust option set creation and filtering. This allows overloaded product structures to be filtered to produce desired design configurations including the product structure, design and visualization. © 2010 PTC

14 Managing the Product’s Configuration
1 Best Practice: Modular Product Architecture 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 Module1 Module 2 Module 3 There are 2 key ways in which PTC has helped customers. Firstly, PTC has proven experience working with customers across industries to help them create a modular product architecture. Out of this experience we have developed and refined a proven methodology. This methodology provides a systematic approach to defining an optimal modular architecture, involving Organizing and analyzing platform and variant requirements Translating requirements into required functions and means Organizing the means into a logical set of modules Identifying appropriate interfaces Complex and uncontrolled dependencies across the assembly Defined interfaces and dependencies between modules © 2010 PTC

15 Managing the Product’s Configuration
1 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 Interface Management 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 … Detailed Platform CAD Structure High Level Platform Product Structure

16 Managing the Product’s Configuration
1 Case Study: Streamlining The Design Process at Maserati Racing 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 Maserati Racing is a branch of Maserati S.p.A (luxury sports car manufacturer) which has designed and produced the new Maserati MC12. “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 © 2010 PTC

17 Managing the Product’s Configuration
1 Case Study: A Single Repository Simplifies Change and Configurations at SANY 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 Leading manufacturer of construction engineering machinery, including excavators, concrete mixers, concrete pumps and motor graders, sold worldwide. “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. © 2010 PTC

18 Managing the Product’s Configuration
1 Case Study: Schneider Electric Make Its World Smaller in One System 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 One of the world’s largest manufacturers of equipment for electrical power distribution, industrial control and automation Schneider Electric transformed the way 6,000 users collaborate on product design and change management. Windchill’s single, integral system replaced multiple, disconnected systems to provide one single source of truth for all product information. The benefits at the user level in terms of productivity, at the process level in terms of removing bottlenecks and at the business level in terms of time to market and cost savings highlight the value of robust collaboration infrastructure “Windchill helps us support our customer growth while providing overwhelming performance improvement.” – Lionel Aubert Product Data Security Officer Schneider Electric © 2010 PTC

19 Mastering CCM Challenges
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 Product’s Configuration 1 Standardized, Automated Change Processes Implement a flexible, automated process that always delivers accurate, actionable information Structuring a Reliable, Flexible Process 2 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 3 We will now move on to discussing in detail how best to address the challenges of Change and Config Management. This will include an examination of best practices PTC has developed over numerous engagements with customers worldwide. We are highlighting these 5 areas to drive home these big ideas to be successful with Change and Config Management: Automate your processes so information moves quickly and efficiently Capture digital data content in a single, secure environment so you can control and share it to manage change and product configurations over the product’s lifecycle Partner Change Integration Enable external parties to seamlessly interact with product configurations and changes throughout product development Working with Partners 4 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 5 Adopt PLM Technology for Data Replication © 2010 PTC

20 Structuring a Reliable, Flexible Process
2 Approach 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 Change is inevitable in part of the product development cycle. It could be a new customer requirement or a design update required for a new local regulation or a new market opportunity. Your employees need to be able to work in a reliable and repeatable manner when working with change to provide consistent and high value direction for the organization. This helps avoid confusion and frustration that outcomes are not well controlled. You also need an automated tool that delivers the right balance of rigor, flexibility and speed allowing users to meet the ever-increasing pace of today’s product development environment. This in turns helps avoid the domino effect of; Cost, time overruns Increased scrap rates and more rework Customer and supplier dissatisfaction By delivering higher quality product changes and better understanding of their history, engineers can free up valuable time to focus on modifying designs, which reduces change cycle time, accelerating time to market. © 2010 PTC

21 Structuring a Reliable, Flexible Process
2 Best Practice: Standardized, Automated Change Process 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 PTC’s Change and Configuration Management process flow Windchill provides a single system to capture the complete product definition and how it changes over time. In the same system, you can capture iterations and revisions of the product as it as well as related product data. Windchill supports all levels of change complexity and allows users to apply the appropriate process rigor at the right stage of product development. Windchill supports the ability to have a light weight, fast process for prototype development, moving to a more rigorous change management process for production phases that supports both fast and full track changes. Windchill’s configurability enables it to handle both ends of the change spectrum. The benefit of a single , integral system is highlighted with change activities as they are linked to the product configuration data. Automation plays a key role in effective change management and Windchill’s configurable workflow brings the right people to the system while enabling the enterprise to understand the status of the changes. © 2010 PTC

22 Structuring a Reliable, Flexible Process
2017年3月31日星期五 Structuring a Reliable, Flexible Process 2 Case Study: Windchill PDMLink Automates Change Process at Kirloskar Oil Engines Ltd (KOEL) 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 KOEL is India’s leading manufacturer of diesel engines, engine bearings and generating sets for a broad range of industrial applications. “Windchill PDMLink helped us to automate and smoothen our engineering change process. It helped us to reduce cycle time by 40%. It’s comprehensive reports are helping us as knowledge bank to improve our designs.” – Mr. R L Harolikar, Sr. GM (CRE) © 2010 PTC © Copyright 2002 Parametric Technology Corporation

23 Structuring a Reliable, Flexible Process
2 Case Study: Windchill PDMLink Automates Change Process at Pelco 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 California- based Pelco manufactures advanced closed circuit television equipment, camera enclosures, domes, mounts, pan/tilts, multiplexers, and video matrix systems. “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 © 2010 PTC

24 Structuring a Reliable, Flexible Process
2 Case Study: Improving Global Change Management at Stryker Navigation 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% Stryker Navigation is a worldwide leading innovator of medical products. Stryker focus on orthopedics, instruments, implants, physiotherapy, traumatology, and biotechnology. “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 © 2010 PTC

25 Mastering CCM Challenges
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 Product’s Configuration 1 Standardized, Automated Change Processes Implement a flexible, automated process that always delivers accurate, actionable information Structuring a Reliable, Flexible Process 2 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 3 We will now move on to discussing in detail how best to address the challenges of Change and Config Management. This will include an examination of best practices PTC has developed over numerous engagements with customers worldwide. We are highlighting these 5 areas to drive home these big ideas to be successful with Change and Config Management: Automate your processes so information moves quickly and efficiently Capture digital data content in a single, secure environment so you can control and share it to manage change and product configurations over the product’s lifecycle Partner Change Integration Enable external parties to seamlessly interact with product configurations and changes throughout product development Working with Partners 4 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 5 Adopt PLM Technology for Data Replication © 2010 PTC

26 Managing Change Across Disciplines
3 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 Marketing Manufacturing Planning Mechanical There are increasingly complex design relationships in today’s products– mechanical design, electrical design, software, firmware, requirements, documentation, etc. are driving the need to better understand product configurations and related information. Any type of industry is getting involved – from toys that interact with children to tractors that use GPS to harvest crops and follow them to market, there is an growing complexity in the data we need to manage and interact with. Sourcing Electrical Software Service Quality © 2010 PTC

27 Managing Change Across Disciplines
3 Best Practice: Integrated, Cross-Discipline Change Management 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 Product Housing Requirements Viewables Battery CAD Model Purchased Assy Data Sheets AML / AVL Analysis PCA Pending Change Schematic Discloses & Declarations PCB Approved Suppliers Classified Component Attributes Std Parts Windchill provides a the ability to create, manage and deploy product definition including product structure, Mechanical and Electrical CAD data, software, product documentation, requirements and manufacturing process needs in a single integral tool. This allows the users to have a common view of information delivering greater clarity and reduces confusion when needing product information. Windchill allows you to manage, view and communicate specific deliverables in these interdependent relationships. Control and communication of change in these complex product configurations over time – new model, new markets, new regulations, etc… is critical to delivering successful products. The ability to accurately and quickly support changes to an integrated BOM gives companies a major advantage in terms of product quality, engineering productivity and advancing the design before release to manufacturing. This integral view of the product information enables a common platform for creating and managing changes to that product information. Now cross functional team members have a more complete view of what they are affecting and what affects them when looking at changes. It also enables a more holistic understanding of changes allowing better analysis and planning of changes across the enterprise. AML / AVL ASICs Firmware Assy Component Software Mechanical Parts AVL Software Manual © 2010 PTC

28 Managing Change Across Disciplines
3 Case Study: Cochlear Standardizes Internal Change Process 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 Cochlear is the global leader in innovative, implantable hearing solutions “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 © 2010 PTC

29 Mastering CCM Challenges
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 Product’s Configuration 1 Standardized, Automated Change Processes Implement a flexible, automated process that always delivers accurate, actionable information Structuring a Reliable, Flexible Process 2 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 3 We will now move on to discussing in detail how best to address the challenges of Change and Config Management. This will include an examination of best practices PTC has developed over numerous engagements with customers worldwide. We are highlighting these 5 areas to drive home these big ideas to be successful with Change and Config Management: Automate your processes so information moves quickly and efficiently Capture digital data content in a single, secure environment so you can control and share it to manage change and product configurations over the product’s lifecycle Partner Change Integration Enable external parties to seamlessly interact with product configurations and changes throughout product development Working with Partners 4 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 5 Adopt PLM Technology for Data Replication © 2010 PTC

30 Working with Partners Benefits
4 Approach 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 Product development today frequently means working with external partners for design, analysis, supply and manufacturing. The proof point of success is to be able to bring partners into an automated, integrated product development environment where change can be easily traced. This can mean having one’s partners an integral part of the change management environment. This avoids “over the wall” disconnected methods of communicating change such as , FTP files etc. Overall, benefits from this integrated exchange with partners include: Faster retrieval and exchange of data related to changes, shortening cycle times Better overall understanding of the impact of changes Improved quality in making changes Secure, traceable control of what data gets shared with whom and when . © 2010 PTC

31 Working with Partners 4 Best Practice: Partner Change Integration 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 Data Sheet Requirements CAD Model Software Code C++ Traceable Data Flow for All Change Sharing Scenarios Test Plan Analysis Viewable “Strategic” Integral access Example – Submit problem reports, change impact analysis Strategic Supplier Windchill allows you to tailor what information is communicated to what partner, depending on the level of the relationship to the partner allowing for both strategic and tactical relationships. For more strategic partners where there is a deeper relationship, Windchill facilitates full information sharing (subject to configurable controls) using integral PDMlink so partners can work directly with CAD, documents, requirements, product structure, PDMLink files and share these using ProjectLink. This also enables these partners to have deeper access into the change management process where they can work with and interact on the change process. So, a parts supplier may only receive “as needed” information as package of information whose history is tracked. For partners involved in individual tasks or functions (such as supplying a part), Windchill can deliver “packages” – controlled zip files. These allow partners to understand information “as needed” to effect the change while delivering a rich set of information that can include product structure, change information, CAD data, documentation and more. On the other hand, a strategic partner may be integrated into development cycle so they can collaborate with CAD data, documents, requirements, product structure using ProjectLink. This enables close information sharing so that design cycles can be reduced, confusion over work eliminated and stronger partner relationships Windchill is able to accommodate the various partnership relationships for controlled change management. Windchill’s unique value lies in its ability to provide a single source of truth for all the information, and a platform for taking relevant product data and sharing and collaborating effectively across time, distance and company boundaries. For example … Build slide – click to show manufacturing collaboration An early digital conceptual design concept can be shared with a remote manufacturing site, and visually marked up with a set of suggestions of ways to modify the design to improve manufacturing yield. Build slide – click to show supplier collaboration Specs for a new part can be shared early in the design process with a contract manufacturer and progress monitored regularly as the design evolves. Everyone has a common view of the latest iteration of the design, and the list of issues. Build slide – click to show Team coordination Another example of where technology can help is in connecting the engineering change process with all relevant parties, including suppliers, and improving the integrity of the process by connecting the change process to the impacted product data. Example – Request variances Manufacturing Partner Collaborative workspace “Arm’s length” Package delivery Example – change impact analysis Supplier Collaboration © 2010 PTC

32 Working with Partners 4 Successful Change Management Customers On a Global Scale 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 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 ECN cycle time was cut by 62% Variability in the time to complete an ECN was reduced by 76% © 2010 PTC

33 Mastering CCM Challenges
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 Product’s Configuration 1 Standardized, Automated Change Processes Implement a flexible, automated process that always delivers accurate, actionable information Structuring a Reliable, Flexible Process 2 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 3 We will now move on to discussing in detail how best to address the challenges of Change and Config Management. This will include an examination of best practices PTC has developed over numerous engagements with customers worldwide. We are highlighting these 5 areas to drive home these big ideas to be successful with Change and Config Management: Automate your processes so information moves quickly and efficiently Capture digital data content in a single, secure environment so you can control and share it to manage change and product configurations over the product’s lifecycle Partner Change Integration Enable external parties to seamlessly interact with product configurations and changes throughout product development Working with Partners 4 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 5 Adopt PLM Technology for Data Replication © 2010 PTC

34 Coordinating Change Across Engineering, Manufacturing
5 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 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 Classically there has been a divide between engineering and manufacturing, with manufacturing lagging in development of process and production development while waiting for engineering to finish their work. This led to increased time to market, missed opportunities for design for assembly and manufacturing and potential quality issues. Changes in engineering or manufacturing further compounded these as these were typically “over-the-wall” serially managed operations. These lead to longer lead times, increased scrap rates, and tooling changes. Windchill enables manufacturing to utilize engineering information earlier in the product lifecycle allowing for better planning, improved communication with engineering delivering faster and better products. This integration then enables engineering and manufacturing to work more closely. As a result changes done in engineering and manufacturing can be easily seen and communicated across these teams in one seamless environment. This leads to faster and deeper understanding between engineering and manufacturing allowing changes to be worked out earlier in the process with less impact on cost and time. This creates potential for fewer late stage changes and early production ramp up. Number of changes Sequential : later, more costly changes delay launch © 2010 PTC

35 Coordinating Change Across Engineering, Manufacturing
5 Best Practice: Integral Engineering to Manufacturing Change Management 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 Changes identified early in design process “ripple” through to improve manufacturing planning Resources Engineering BOM Manufacturing Revision Process Plan Windchill’s manufacturing process planning tools enable tight integration with engineering design information. As such changes done by engineering and manufacturing can be easily communicated. This allows manufacturing to easily investigate where this change impacts and understand what is affected in manufacturing. Due to this tight integration, changes can be easily identified and propagated into manufacturing planning. Manufacturing variance needs are also supported with Deviation and Waiver processes that can then be tied back to change processes when the time is appropriate for engineering to support them. This allows agile initiation and tracking of changes that can then be tied back in to formal design or process changes at the appropriate time. © 2010 PTC

36 Coordinating Change Across Engineering, Manufacturing
5 Case Study: Grand River Unifies Engineering and Manufacturing Change Processes 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 Grand River Group (GRG) is China’s 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. “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 © 2010 PTC

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

38 Key Change and Configuration Management Takeaways
Challenge Approach Best Practices Take control of configurations Automate change in single system Unify change across enterprise Enable secure change collaboration with partners Synchronize changes between Engineering and Manufacturing PTC has proven experience enabling best practices with PLM technology PTC can help you plan and execute a strategy for optimal success Product Configuration Lifecycle Management Modular Product Architecture Definition Generic Product Platform Design Enable enterprise to create, understand and track product configurations Managing the Product’s Configuration 1 Standardized, Automated Change Processes Implement a flexible, automated process that always delivers accurate, actionable information Structuring a Reliable, Flexible Process 2 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 3 Partner Change Integration Enable external parties to seamlessly interact with product configurations and changes throughout product development Working with Partners 4 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 5 © 2010 PTC

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


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