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Integratie tussen PLM en ERP Dirk Mertens – Sales Manager Dirk Luwaert – Business Consultant Ad Ultima PLM

Integratie tussen PLM en ERP - PTC/USER Benelux - … ultima plm.pdf · Integratie tussen PLM en ERP ... Config. Mgmt Workflow ... SAP, Oracle, Dynamics Financials SCM MRP Engineering

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Page 1: Integratie tussen PLM en ERP - PTC/USER Benelux - … ultima plm.pdf · Integratie tussen PLM en ERP ... Config. Mgmt Workflow ... SAP, Oracle, Dynamics Financials SCM MRP Engineering

Integratie tussen PLM en ERP

Dirk Mertens – Sales Manager

Dirk Luwaert – Business Consultant

Ad Ultima PLM

Page 2: Integratie tussen PLM en ERP - PTC/USER Benelux - … ultima plm.pdf · Integratie tussen PLM en ERP ... Config. Mgmt Workflow ... SAP, Oracle, Dynamics Financials SCM MRP Engineering

2

Ad Ultima

Why invest in ERP/PLM

Positioning & References

Integrate ERP & PLM

ERP & PLM are complementary

Windchill ERP Connector

Integrate Dynamics AX & Windchill

Advanced: Top-down & Configurations

Process-led deployment

Datamodel

Agenda

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3

Page 4: Integratie tussen PLM en ERP - PTC/USER Benelux - … ultima plm.pdf · Integratie tussen PLM en ERP ... Config. Mgmt Workflow ... SAP, Oracle, Dynamics Financials SCM MRP Engineering

4

AD ULTIMA

Who is Ad Ultima?

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Who’s Ad Ultima ?

Ad Ultima founded in 1999 is a long term partner in

integrated software solutions for growing SME’s and

divisions of international companies offering tailor-made

solutions based on standard products.

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Our team

• High qualified consultants many years of experience ERP implementations & broad knowledge of IT

• Solutions on time and within the budget thanks to acquired knowledge

Our projects

• Average implementation time 6 to 12 months

• A pragmatic and no-nonsense approach

• Implementationmethodology is used as a tool

• Projectmanagement and quality control

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Ad Ultima Group

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8

Resources

Team of 115 people of which

• 64 senior consultants

• 34 analyst programmers

• 2 product manager

• 15 sales & staff

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9

WHY INVEST IN ERP/PLM

What is the approach of Ad Ultima

Page 10: Integratie tussen PLM en ERP - PTC/USER Benelux - … ultima plm.pdf · Integratie tussen PLM en ERP ... Config. Mgmt Workflow ... SAP, Oracle, Dynamics Financials SCM MRP Engineering

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Why ?

• Corporate success is not based anymore on production facilities, financial capital and ownership, BUT on invisible and untouchable value-intangible assets :

business partners relations, brands, ideas, business

processes, culture, know-how and innovation force

Page 11: Integratie tussen PLM en ERP - PTC/USER Benelux - … ultima plm.pdf · Integratie tussen PLM en ERP ... Config. Mgmt Workflow ... SAP, Oracle, Dynamics Financials SCM MRP Engineering

11

How PLM is Evolving Best of breed PLM’s are now enterprise systems

© 2010 PTC

ERP

PLM CRM

SCM

Mfg.

HR

Today Yesterday

Supplier

Strategy

Design

Strategy

Cost &

Green

Strategy

Mfg.

Strategy

PLM

Service

Strategy

….

HR CRM

ERP

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12

Strategy Initiatives Processes Capabilities

Business

strategies that

enhance

business value.

Actions taken to

create value

through changes in

people, process or

technology.

Processes

throughout the

digital product

value chain

where initiatives

are

implemented.

A IT platform that

must be in place

for an initiative to

be successful.

Value Opportunities

Business Initiatives

Processes Capabilities

Ensure Strategies are Successful Strategize

Tie Processes and Initiatives to Corporate Objectives

Align

The introduction of the Value Roadmap

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The role of Ad Fluentem

• Being better prepared

• Benefit from application overhaul opportunity (Gartner)

Synergize

(Share processes across organizations)

Optimize

(Continuous improvement)

• visibility, efficiency • streamlined processes and better insight

• improved productivity

Standardize

(Centralize ERP/PLM processes)

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14

POSITIONING

Portfolio

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15

ERP

PLM

IT INFRA

SQL ShareP

Portals

DMS & ECM CRM

WMS & MES

Business

Intelligence

Application

Consultancy

Business

Consultancy

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WMS & MES

Process

Improvement

Business

Productivity

IT

INFRA

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PTC and Microsoft: A History of Innovation

Together, PTC and Microsoft deliver best-in-class product

development solutions that can be leveraged broadly

across the organization’s IT infrastructure.

IT Infrastructure

• Simplified user experience

• Leverage existing IT investments for lower TCO

• Open, extensible platform

Customer Value

PDS Architecture

• End-to-end solutions for product development

• Single source of product & process knowledge

• Full integration with Microsoft

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REFERENCES

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References: Plastics

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PROCESSES

Integration is a matter of process optimalisation

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Design Plan Concept Support Validate Production Organization

Requirements Capture and Management

Proposal Response

Manufacturing Outsourcing

Tooling Design and Manufacture

Manufacturing Process Management

Optimizing Product Development Processes is Critical

Regulatory Compliance

Portfolio Management

Quality & Reliability Management

Change and Configuration Management

Program Management

Project Management

Concept Development

System Design

Detailed Design

Verification and Validation

Design Outsourcing

Variant Design & Generation

Component and Supplier Management

Early Sourcing

Product Support Analysis & Planning

Technical Information Creation & Delivery

Performance Analysis & Feedback

Environmental Performance Management

PRODUCT DEVELOPMENT LIFECYCLE

Engineering

Management

Sales & Marketing

Sourcing

Manufacturing

Service

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23

The PTC Product Development System

© 2010 PTC

Distributed Collaboration

Visualization Change & Config. Mgmt

Workflow

Communities of Practice

Heterogeneous CAD Data Mgmt

Complete BOM Management

Product

Lifecycle

Management

Document Management

ECAD Data Management

Enterprise Interoperability

Business Reporting

Program Portfolio

Management

Windchill

PPMLink

Requirements

Management

Windchill

RequirementsLink

Component Management

Windchill PartsLink

Windchill Supplier Management

Supplier Management

Manufacturing Process Mgmt.

Windchill MPMLink

Embedded

Software

Open Source,

Rational

ECAD

Cadence,

Mentor, Zuken

ERP

SAP, Oracle,

Dynamics

Financials

SCM

MRP

Engineering

Calculations

Mathcad

Product Analytics

InSight

Service Information

Arbortext

Quality, Risk & Reliability Mgt.

Relex

Digital Mockup

Creo

Creo

and other MCAD

MCAD /

CAM / CAE

Page 24: Integratie tussen PLM en ERP - PTC/USER Benelux - … ultima plm.pdf · Integratie tussen PLM en ERP ... Config. Mgmt Workflow ... SAP, Oracle, Dynamics Financials SCM MRP Engineering

24

PLM and ERP coexistence challenge

Links together the critical up- and down-stream processes and data

PLM ERP

Change Management

Configuration Management

Requirements Capture and Management

Detailed Design

Variant Design and Generation

Production Scheduling

Inventory Management

Sourcing and Procurement

Sales and Order Management

Shipping Logistics

Accounting and Financial Reporting

Manufacturing Process Management

System Design

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25

Reach faster ramp-up, shorter development cycles and quicker time-to-market

Manage increased product variability and complexity

Improve operational efficiency and excellence

Achieve first time quality at reasonable cost

Pressures Market Pressures

The Reality of Manufacturing Companies

Disconnected engineering, manufacturing & production teams

Difficulty to find and re-use proven manufacturing processes and resources

Struggling to provide accurate manufacturing information to production on-time

Pain Points / Challenges

Resulting in….

• Inefficiencies

• Higher cost

• Delays

• Errors

Is your PLM really integrated or connected to ERP?

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26

Production

Planning

Production

Execution CAD Product Design

What Where and When How

Processes

Supporting applications

ERP Solution

PLM Solution

MES Solution MES

How do we implement a business process across two value chains?

Process Design

- Bridging the Gap -

Where?

?

Applications - Range of Processes

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?

Product Development Value Chain

Logistic Value Chain

?

The implementation of a process over the two value chains depends on:

Customer business model

Engineer to Order, Manufacture to Stock

Customer product complexity

Key business improvement levers

Two Different Value Chains

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Complexity Makes a Difference

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Business Initiatives Make a Difference

Production

Processes Development

Processes

Where does your organization see key innovation and efficiency opportunities?

Page 30: Integratie tussen PLM en ERP - PTC/USER Benelux - … ultima plm.pdf · Integratie tussen PLM en ERP ... Config. Mgmt Workflow ... SAP, Oracle, Dynamics Financials SCM MRP Engineering

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Drawing the line between PLM and Production Systems?

PLM

PLM

Processes

Supporting applications

Transactional & Event-based Highly Collaborative Processes

Production

Planning

Production

Execution CAD Product Design

What Where and When How

Process Design

- Bridging the Gap -

MPM in the Production Systems

Best Practice is to have MPM in the PLM System

Production Systems – ERP/MES

Production Systems – ERP/MES

Page 31: Integratie tussen PLM en ERP - PTC/USER Benelux - … ultima plm.pdf · Integratie tussen PLM en ERP ... Config. Mgmt Workflow ... SAP, Oracle, Dynamics Financials SCM MRP Engineering

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ERP AND PLM ARE COMPLEMENTARY

What is the added value of a better integration between product development and production, sales, supply chain, ...

Page 32: Integratie tussen PLM en ERP - PTC/USER Benelux - … ultima plm.pdf · Integratie tussen PLM en ERP ... Config. Mgmt Workflow ... SAP, Oracle, Dynamics Financials SCM MRP Engineering

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PLM and ERP are Complementary

32

54%

35%

Best in Class All Others

“ Best in class companies are 1.5 times more likely to have process that span PLM and ERP systems.”

Aberdeen

“Integrating the PLM Ecosystem”

“ PLM manages the innovation process – enabling companies to quickly create right-to-market products and to leverage part and process re-use”

“ ERP ensures that a quality product is produced according to customer

demand in a timely, cost controlled manner.”

CIMdata

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Typical

MPM

Process

Concurrent Product and Manufacturing Process reduces costs

Concept Development

System Design

Detailed Design

Reduce

Cycle time

Limited opportunity for Manufacturing to influence design and reduce cost

Concurrent

MPM

Process

Full scale

Production

Production

Ramp-up

Manufacturing Process

Management

Reduce Cost of Change

Reduce MFG Cost

Number of Changes

Product Development Lifecycle

Page 34: Integratie tussen PLM en ERP - PTC/USER Benelux - … ultima plm.pdf · Integratie tussen PLM en ERP ... Config. Mgmt Workflow ... SAP, Oracle, Dynamics Financials SCM MRP Engineering

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PLM’s Impact on ROI

PLM ERP

Cost of change to the product here = X

Intellectual

assets Physical

assets MCAD

ECAD

EMB SW

eBOM

mBOM Services

BOM

Partners

(design &

mfg)

Compliance

& analysis

Inventory

tracking

Materials

handling Forecasting

Cost of change to the product here = 100X ,

1000X, +

Decision made here can

Impact ~ up to 80% of product cost

Decisions made here can

Impact ~20% of product cost

MA-V1

Integrate

Inventory

tracking

Process

Plans Resources

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PLM-ERP Connection Delivers Real Value

• Higher Quality

• Reduce errors in BOM information by 75%1

• Reduced Cost

• 8% to 15% reduction in rework and/or scrap due to out-of-date BOM information1,4

• 15% reduction in inventory costs through improved reuse4

• 75% reduction in time spent on synchronizing systems4

• Reduced cost of creating and maintaining custom integration software by 50% or more2

• Shorter Time-to-Market

• Up to 40% reduction in cycle time by reducing the number of data errors1

Note: (1) GIGA, (2) BearingPoint, (3) PTC, (4) CIMData

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ERP CONNECTOR

Windchill (standard) integration component

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Windchill Enterprise Systems Integration

• Integral Module of Windchill PDMLink

• Low Upgrade Costs

• Ensures information synchronization with downstream manufacturing systems such as ERP

• Flexible configuration allows release of all pertinent business objects

• Bi-directional framework

• Reliable closed-loop transaction management

Built on powerful, reliable middleware technology

Open, standards-based architecture for use with other EAI vendors

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Distribution targets

All Publication Options

Controlled on Per-

Target Basis

• Available Properties

Controlled via Type

Manager.

• Each Distribution

Target Type has a

Corresponding Soft

Type

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Windchill Native Multi-ERP Architecture

• Multi-ERP OOTB

• Different configurations per plant and ERP instance

© 2008 PTC

© 2009 PTC

Windchill Process Engine 1

Suite Process Definitions

(PTC’s ESI

Business Logic)

ER

P-S

pecific

Adap

ter

1

ERP 1

JMS Q Q

T T

Process Engine 2

Suite Process Definitions

(PTC’s ESI

Business Logic) E

RP

-Spe

cific

Ada

pte

r 2

ERP 2

Q Q

T T

PE 1 PE 2 Adp1 Adp2

ER

P

Co

nn

ec

tor

Email, FTP,

File, SOAP,

JMS, etc

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Enterprise transaction logging

Now also finds

transactions in which

the object wasn’t the

Release Object

Finds individual

objects in

search results

Expandable tree

structure better

shows multi-

transaction history

New Common Table • No waiting for complete result

sets to start browsing

• Sort and group by any column

• Select columns to display,

including soft attributes

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Manufacturing phantom

Allocation from

children of phantom

sub-assembly is

allowed

In SAP, the allocation

from phantom is

recorded

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INTEGRATE DYNAMICS AX AND WINDCHILL

Companies having Dynamics AX and Windchill can really benefit from an integration of both business applications

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Windchill®

ERP Connector Dynamics AX®

Microsoft SharePoint®

Windchill Web Parts for SharePoint

SQL Server®

Windows Server®

Roletailored UI on SharePoint

Windchill - Dynamics AX Architecture

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Benefits of Integrating Windchill and Dynamics AX

• Integrating PTC’s Windchill and Microsoft Dynamics AX:

• Improves Product Development Effectiveness

• Lowers Product Development Costs

• Increases Data Visibility Across the Enterprise

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Improves Effectiveness

• Automatic publishing of BOMs and revisions from Windchill to Dynamics AX:

• Automatically updates, keeping manufacturing up-to-date, when change notices are approved or items are released

• Reduces resource costs, rework, and scrap caused by out-of-date BOMs

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Lowers Development Costs

• Windchill-stored BOM and CAD data viewed from Dynamics AX: • Allows manufacturing users to access CAD viewables and drawings,

ensuring consistency between engineering and manufacturing

• Dynamics AX-stored cost and inventory data viewed from Windchill: • Allows engineers to chose lower-price product components for a lower

total product cost, resulting in competitive product pricing to the market

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Increases Data Visibility

• Product Development data can be accessed through multiple systems:

• Cross-functional users can access data from both systems through SharePoint

Page 48: Integratie tussen PLM en ERP - PTC/USER Benelux - … ultima plm.pdf · Integratie tussen PLM en ERP ... Config. Mgmt Workflow ... SAP, Oracle, Dynamics Financials SCM MRP Engineering

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TOP DOWN FOR FASTER RFM

Working with CAD and Product Structures

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Defining a New Product Concept

Develop Top-Down

B

Top Level

A

C

Concept Product Architecture

Top Level

B

A

C

a

b

c

Iterative process of developing complex products in a concurrent fashion by going from concept product architecture to a defined set of design

deliverables

Top Level

B

A

C

a

b

c

D

Create CAD A.asm

a.prt

b.asm

1.prt

A-Skel

Detailed Product Definition

A

Top Level

a

b

1

d

B

c

C

D

E

002

003

001

B

c

d

A.asm

a.prt

b.asm

1.prt

A-Skel

D.asm

001.prt

E.asm

002.prt

003.prt

D-Skel.prt

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• Releasing BoM to downstream process

• Exporting BoM reports

• Available for MPM

• Publishing to ERP other

downstream systems

Release to production systems

Manufacturing Engineer

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CONFIGURATIONS

Extended integration

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Business Strategies to Sell Products NO Involvement by

Engineering in

Individual Orders

Assemble-To-Order

• Products fully designed

with identified options

• Orders configured and

processed by ERP

Industries:

Automotive OEMs,

Hi-Tech, Industrial

Assemble-To-Stock

• Products fully designed

with identified options

• ERP plans productions of

pre-defined options

• Identified product

combinations manufactured

based on forecast

Industries:

Consumer Products, Hi-Tech

Low Amount of Order-Specific Custom Engineering High

Many

Num

ber

of

Pro

ducts

in a

n O

rder

One

Configure-To-Order • Products fully designed

with rules that allow

creation of custom parts

• Each order configured &

validated by PLM using

rules established by

Engineering

•Industries:

Hi-Tech, Industrial

Engineer-To-Order • Significant custom

engineering added to

generic product

• Each order validated by

Engineering and PLM

•Industries:

Industrial OEMs,

Auto Suppliers, Aero

Contract Product • Designed and produced

to meet customer or

contract specific

requirements.

• Each order designed

and validated by PLM

and Engineering

•Industries:

Defense, Prototypes,

Custom Tooling

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53

Core Concepts

Premium

Model

Deluxe

Model

Value

Model

Option Towing

Option Audio

Master Feature List (owned by Sales)

What can be sold

Technical Capabilities List (owned by Development)

What the product can do

Price List

(owned by Sales)

What a customer can buy

Feature 1

Feature 2

Feature 3

Feature 4

Feature 5

Feature 6

Technical

Dependencies

or constraints

Sales

Dependencies

or constraints

Sales and Packaging

Dependencies or

constraints

Mapping Mapping

Engineering Structure

Mapping

Design (owned by Development)

What the product can do

Overloaded - All

product designs for

all product

variations

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54

Strategy for Managing Product Configurations in the Enterprise

PLM

System

Sales Order

System

ERP

Execution

System

With increasing product complexity, for some business

processes and selling strategies, this approach will help

companies improve their enterprise processes

Ord

er

Inputs

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PROCESS-LED DEPLOYMENT

How to make the project a succes?

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Design Plan Concept Support Validate Production Organization

Requirements Capture and Management

Proposal Response

Manufacturing Outsourcing

Tooling Design and Manufacture

Manufacturing Process Management

Finding More Information

Regulatory Compliance

Portfolio Management

Quality & Reliability Management

Program Management

Project Management

Concept Development

System Design

Detailed Design

Verification and Validation

Design Outsourcing

Variant Design & Generation

Component and Supplier Management

Early Sourcing

Product Support Analysis & Planning

Technical Information Creation & Delivery

Performance Analysis & Feedback

Environmental Performance Management

PRODUCT DEVELOPMENT LIFECYCLE

Engineering

Management

Sales & Marketing

Sourcing

Manufacturing

Service

Change and Configuration Management

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Current Process Maturity

Integrated, cross-discipline

change management

Standardized, automated change process

Product configuration-sharing to enterprise

1 2 3

Partner Change Integration

Product configuration

lifecycle management

Change dashboards

Integrated product issue management

Procedures exists and pro-active communication

(email, telephone) keeps process under control.

Change information related to drawing and not to article so

tracebility from within ERP very difficult. Limited record of revision

information for assemblies.

No application is currently managing “as-built”, “as-maintained”, …

ERP is “missing” revision history

No integration in general change process and no

control on effective implementation

Problem with late replacements.

Current business need?

No current business need but can be

used as “project management” tool

Example: Change and Configuration management

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PLM-ERP Integration Approach Overview

Where • in which system(s) • persisted or not

How • Transport (FTP, JMS, …) • Data format (CSV, XML, …) • Technology (ESI, ERP Connector, ESI Open API, customization)

Part, BOM, Document, Change, … PLM, ERP Release, Batch, …

Solution Requirements Solution Design

Bu

sin

ess

pro

ce

sse

s

What • data elements

When • triggering events

System Requirements • constraints

Security, Performance, …

Standards

Complexity Cost

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DATAMODEL

Steps in the definition of the interface

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Solution Requirements Overview

Solution requirements management should follow the phases illustrated below

System Identification

Triggering Events

Data Elements

Data Mapping

Data Persistence

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Solution Requirements – System Identification

ERP PLM

ERP has consolidated: PLM is consolidating:

– Financials

– Accounting

– Human resources

– Procurement

– Manufacturing resource planning

– Supply chain management

– Supplier relationship management

– Customer relationship management

– Project costing and

accounting

– CAD data management

– Document management and workflow

– Distributed collaboration

– Visualization and markup

– Product data and configuration management

– Change management

– Program Portfolio management

– Component management

– Supplier management

– Product data and configuration management

– Manufacturing process management

– Service Information

– Analysis

– Quality management

– Requirements Management

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Solution Requirements – Triggering Events

Describe the user or system events that drive the exchanges between the systems, and their related elements

• User events

• “The system shall publish the following objects when the user sets the lifecycle state of a part to […]: Part, BOM, […]”

• “The system shall provide the user with the ability to select a part, and view its current inventory levels per plant”

• System events

• “The system shall publish the following objects whenever a Change Notice reaches the lifecycle state […]: Change Notice, all resulting Parts, BOMs, […]”

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Solution Requirements – Data Elements

Identify the data elements (objects, relationships) exchanged between the two systems

• Primarily identify data elements and shared fields that need to be represented in more than one system

• This is based both on business process analysis and system requirements

Material

Number

Industry Sector

Material Type

Description

Unit of measure

Version

Plant(s)

BOM (Header)

Number

Usage

Plant(s)

BOM (Components)

Component

Line Number

Quantity

Quantity Unit

Change Master

Number

Description

Reason for change

Status

Part

Number

Type

End Item

Name

Default Unit

Version

Target Plant(s)

Change Notice

Number

Name

Description

BOM (Header)

Number

Version

View

Target Plant(s)

BOM (Usage Links)

Component Part Number

Line Number

Quantity

Quantity Unit

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Solution Requirements – Data Elements

• Secondarily identify data elements that could be represented in more than one system to improve business process or user productivity

Document

Number

Type

Part

Description

Version

Document

Number

Name

Type

Version

Material

...

Internal Comment

Part

Creator

Material

Inventory Level

Standard Cost

Part

Inventory Quantity

Cost

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Solution Requirements – Data Elements

Some objects must have more detailed requirements

• BOM

• Describe which BOM configuration needs to be published: latest, latest at “Released” state, according to baselines, etc.

• Describe how many BOM levels must be published when a triggering event occurs

• Describe any validations that should occur, i.e. “component parts must be at a given level of maturity before parent is published”

• Effectivity

• Describe which types of effectivity are valid and must be published

• Revision control

• Describe if revision control is required on ERP objects (i.e. SAP Material)

• Plants

• Describe whether ERP plants/organizations need to be represented in Windchill and which objects they are associated to

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Solution Requirements – Data Mapping Combine the data element tables to create mapping tables

• Table is indexed according to the target system fields to which are mapped source fields

• Transferred as is

• Translated according to a lookup table

• Complex: multiple field combination, condition, etc.

• Default values

Source Target

Separable Semi-finished product

Inseparable Semi-finished product

Component Raw Material

Material

Number

Industry Sector

Material Type

Description

Unit of measure

Version

Plant(s)

Internal Comment

Procurement Type

Cost

Part

Number

Default to “XYZ”

(Conditional)

If End Item, “Finished Product”,

else Lookup(Type, Type table)

Name

Lookup(Default Unit, Unit table)

Version

Target Plant(s)

Creator

Lookup(Source, …)

Standard Cost

Source Target

Each Each

As needed Without Unit of measure

… …

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Solution Requirements – Data Mapping

BOM Mapping: Depending on which BOMs are managed in Windchill, the BOM (header) mapping will differ

• Most frequent scenarios

• Only eBOM in Windchill; mBOM only in ERP

• Changes must be manually propagated

• mBOM in Windchill, transferred to ERP

• Enables eBOM-mBOM associativity

• Often one view per plant

• Other

• Single/common BOM

• Both eBOM and mBOM published to ERP

eBOM eBOM mBOM

mBOM

eBOM mBOM

mBOM

mBOM

mBOM Publish

Publish

BOM BOM Publish

eBOM mBOM

mBOM

mBOM

mBOM Publish

ERP Windchill

eBOM

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Solution Requirements – Data Persistence

Using the following guidelines, determine data persistence requirements: • Only persist elements and fields that need to be persisted

• Consider persisting fields that are very frequently used in that system

• Avoid persisting fields that change frequently or that would increase triggered events unnecessarily

Extend the mapping tables to include C/R/U and persistence

Material Operations Persisted

Number R X

Industry Sector CR X

Material Type R X

Description R X

Unit of measure R X

Version R X

Plant(s) R X

Internal Comment R X

Procurement Type RU X

Cost CRU X

Part Operations Persisted

Number CR X

End Item CRU X

Type CRU X

Name CRU X

Default Unit CRU X

Version CRU X

Target Plant(s) CRU X

Creator CRU X

Source CR X

Standard Cost R

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Solution Requirements – Data Persistence

“System of Record”

• One frequent discussion item is which system is the “system of record”, or the “master”

There is very likely not a single, or simple answer to that

• The answer depends on whose point of view is taken

• In many cases, for a given element, no system contains all fields

• Elements and fields can be categorized as being created, updated or read* by a system

• Created is where the element/field is first authored

• Updated is where the element/field can be modified

• Read is when the system can display the element/field (either persisted or on demand)

* “Delete” (from CRUD) is considered a marginal use case and not covered here

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Solution Requirements – Data Persistence

How to determine System of Record

• If the field is only stored in one system, obviously that is the SoR

• For those fields that are persisted in more than one system (intersecting region on the diagram), the system with “Update” is the SoR

• Typically it is the source (“upstream” or “from”) system

• In those cases where a field can be updated in more than one system, once again the upstream system should be the system of record

• Although this is bad practice and should be avoided whenever possible

Windchill Data evolves with versions

ERP Data evolves

with time

Aggregate Enterprise Level Object

Determine SoR for these

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Solution Requirements – Data Persistence

Based on the previous guidelines, extend the mapping table with SoR

• Some known exceptions to the SoR “rules” are acceptable • “Source” (make/buy): the next Windchill version should be updated with the correct value • Effectivity: Windchill is the source, but ERP the SoR

Material Operations Persisted

Number R X

Industry Sector CR X

Material Type R X

Description R X

Unit of measure R X

Version R X

Plant(s) R X

Internal Comment R X

Procurement Type RU X

Cost CRU X

Effectivity (Actual) RU X

Part Operations Persisted

Number CR X

End Item CRU X

Type CRU X

Name CRU X

Default Unit CRU X

Version CRU X

Target Plant(s) CRU X

Creator CRU X

Source CRU X

Standard Cost R

Effectivity (Planned) CRU X

System of Record

PLM

ERP

ERP

PLM

PLM

PLM

PLM

PLM

PLM

PLM

ERP

ERP

ERP

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System Requirements Describe the requirements that are related to how the system itself should work

• System performance requirements • Publication should be an asynchronous (background) task which does

not affect user interaction

• Transactional requirements • For any interaction that requires a “delta” to be published, results must

be returned to Windchill • The system should have a “closed loop” for failure handling and retries • If data validations need to occur, they should be before or during the

triggering events • Describe he sequence of events that occur in the case of failures

(demote, etc.)

• Security requirements • Publication of the data should never expose it to unauthorized users

• Technological constraints • Legacy systems (flat file, …) • Use of specific tools (customer middleware, …)

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WWW.ADULTIMA-PLM.EU

More information?

Email: [email protected]

Email: [email protected]

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Why Ad Ultima PLM

• Approach PLM as a business application: • Different approach than most of the implementers in the PLM market,

where their main experience is related to engineering-only processes (and even often MCAD application usage only)

• Long-term experience with implementations in medium size companies in an international context

• Business integration: • In-house knowledge and experience related to the process of

integrating ERP and PLM

• Ad Ultima Axapta and Ad Ultima PLM and AdFluentem

• Partner of To-Increase (Microsoft ISV) in the development of their PLM integration (and more in particular the Windchill integration)

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www.adultima-plm.eu

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QUESTIONS?