One Small Step for Man, One Giant Leap for Autodesk PLM 360 Implementation

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One Small Step for Man, One Giant Leap for Autodesk PLM 360 Implementation: Sprint to the FinishAvi Robbins Ian Hadden Brian SchanenGlobal Product Development Solution Architect – PLM PLM Technical MarketingPorex Autodesk Autodesk

The Flow

This session is being streamed live online and recorded for future playback

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Avi RobbinsDirector Global Product Development, Porex 10 years medical, industrial,

and consumer market exp. Product development,

Operations, Sales exp. Spearheading

implementation of Autodesk PLM360

Ian HaddenSolution Architect – PLM, Autodesk 10 years experience in

working with PLM products Engaged in many customer

deployments in a diversity of industries

Your Instructors

Brian SchanenPLM Technical Marketing Manager, Autodesk 10 years of PDM/PLM

experience AU veteran speaker Builds PLM collateral Author, Blogger, Implementer

Case Study Overview

Steps Involved in PLM 360 Implementation

PLM 360 Connect – Integration to CRM & Autodesk® Vault

Key Techniques to Accelerate Implementation and Facilitate Change Management

Use Cases for Improving Processes and Collaboration

Overview

Case Study Overview

Our PLM Journey

Porex Overview

Diverse and global customer base, with over 1,250 accounts across 60 countries

More than 30 million porous polymer components are manufactured daily

70 patents and 45 patents in process

Market driven product development

Over 750 employees worldwide across 4 manufacturing facilities, and 7 sales offices

IndustrialConsumerHealthcare

OEM

Bra

nded

OEM

OEM

OEM

OEM

Filtration Venting Wicking Diffusion Media Support

Materials Science

Expertise

Product Development

Expertise

Proprietary Manufacturing

Capabilities

Business Challenges

Growth occurs through New Product Development Lead Generation Product Development Throughput

Development Focus Speed Collaboration Global Transparency Prioritization

Manufacturing Focus Global Operational Excellence Eliminate Waste / Errors

Product Lifecycle ManagementProduct Data Management

Systems Environment - Today

Focus on dotted lines (manual data exchange) between multiple disparate systems

Many email, shared drive, Excel, and Access based systems

Master Tooling Drawing

Legend:

Package s/w

Manual Data Exchange

Automated Data Exchange

Custom built s/w Paper

System being updated/Implemented

MES

Solidworks

ECO Logbook –

by year

ECO emailsECO

Printouts on Drawing

Prints

Master Tooling

Schedule

Observations:- CRM and Product Development processes (phases, timing, etc.) are in the same system.- Shared drives are the common reparatory of project data.- Multiple localized databases to support similar need across geographies.- Email is the primary means to manage process and communications.

Shared drive – folders/project (all project documents stored here)

Quality Control Plan (Access) Product Interface

Module (Track tooling)

Lighthouse (Blend data, ..)

Materials Database (Access)

Old ECOs, Materials and Mfg..

Setup Sheets.

AutoCAD

AutoCAD Electrical

Other Tooling Tracking D/b s

Germany – AccessMalaysia - Excel

Other mfg.. setup D/b s Germany – ExcelMalaysia -Word

CRM – SharePoint(Opportunities, contacts, phase timing, requirements, project documents, etc.)

Q-Pulse (Mfg. quality mgmt.)

Management reports(Charts in PowerPoint)

Test data sheets (Excel)

Other proj. docs. – pkg & labeling, check lists, etc.

Email(Customer & internal communications, process notifications and document sharing)

Design Review mtg. Agenda – Signed Off

ERP (part numbers, orders, suppliers, etc.)

Master Tooling

Drawings

PLM Solution

Product Lifecycle Management Software provides for a single source of truth for product information All project data will be accessible from one location (not disparate systems) Automatic revision controls provides latest version of document to every user, every time

Project information will be available to all users (as allowed by security settings) all of the time, to allow for transparency to projects for prioritization, development support, and global collaboration

Project Management features will allow for template based work flows to keep all project steps available to their owner when action is required

All workflow steps are tracked and allows for data based decisions and more accurate baselines for improvement

Systems Environment – with Autodesk® PLM 360

Majority of data transfer through automated / linked methods across functional groups and processes

“Home Grown” disparate systems replaced with PLM 360

Access to and visibility of information greatly improved

Architecture allows for implementation in Phases

MES

Solidworks

PLM360 (Opportunities, NPI process tracking, management reports, issues management, project documentation, ECOs, design reviews as workflows/tasks, master material database, test data (as forms or documents), sample/prototype data,

Quality Management System

Materials Database

AutoCAD

AutoCAD Electrical

Tooling Design / Ordering

CRM – SharePoint(Opportunities, contacts, other customer

specific data.)

Manufacturing Documents

Email(Relevant notifications, ..)

ERP (Part numbers, orders, suppliers, etc.)

Vault

Legend:

Package s/w

Manual Data Exchange

Automated Data Exchange

Custom built s/w Paper

System being updated/Implemented

PLM360

PDM

ECO System

Implementation Scoping

Phase 1A Project Management – NPI Products Customers / Contacts CRM Integration Reporting Integration (SSRS / BI)

Phase 1B Material Management

(Formulations) Sample Order Management Document Control - ECO

Phase 2 Tooling Design / Orders

Quality (CAPA)

Costing Records

CAD / PDM - Vault Integration

Phase 3 ERP Integration

Customer Data Master

Manufacturing Document Meta Data

Steps Involved in Autodesk® PLM 360 Implementation

Discovery Business Needs Process Definition

System Architecture Think Big. Start Small.

Make it Happen Core Team Process Experts

Steps Involved in PLM 360 Implementation

Integration to CRM & Autodesk® Vault Professional

You can only have one master.

Autodesk® PLM 360 Connect – Integration to CRM & Autodesk® Vault Information Flow

You can only have one data master

What’s the Deliverable, Who Needs It, and When? Only move key information from

one system to the other

How to Keep Synced Event Based Schedule Based

Key Techniques to Accelerate Implementation and Facilitate Change Management

If you don’t know where you’re going, any road will take

you there.- George Harrison

Executive Sponsorship High level owner that can help drive change Alignment to corporate initiatives

Build a Roadmap Define the Problem Map Process Prioritize Opportunities Develop Roadmap

Identify the Team Core Team and Process Experts

Show the Value May Add Steps in One Process but Gain Elsewhere Saving Time (Search) Capture More Valuable Information

Standardize & Secure Early

User Acceptance Testing Have user involved in defining process Get the loudest critics involved!

Use the System Issues Management

Implementation Tips & Tricks

Map the Process (Swim Lanes)

Develop a cross-functional map of the process you are trying to implement

Summarize and Prioritize Improvement Opportunities

High Value – Low ComplexityTry to do these projects first

High Value – High ComplexityTry to decrease the complexity

Low Value – High ComplexityThese are lower priority.

Low Value – Low ComplexityTry to merge projects to increase value.

High

LowHigh

Bus

ines

s Va

lue

Complexity of Implementation

Low

13

4

8

7

2

5

6

Improvement opportunities:1) Improve customer‐sales‐engineering collaboration, and global/consistent

adoption of NPI process2) Improve cross functional visibility to project & function specific schedules3) Improve product and process knowledge management4) Improve Engineering‐Manufacturing transition; and ECO process

5) Enable pre‐launch issues management6) Improve drafting & tooling data management to enable easy design

reuse7) Improve quality planning and execution; including work instructions

management8) Improve sample and prototype management.

Business Objective Roadmap

Roadmap sets a business objective for each phase and ties to functional and system improvements

Easily communicate goals and benefits of each step in implementationPhase 1 Phase 2 Phase 3 & beyond

Time frame Q1 Q2-Q3 Q4 & beyond

Business objective/ goal “Improve cross functional collaboration on projects” “Establish product data foundation” “Connect other processes with product

data”

Opportunities targeted

• Improve customer-sales-engineering collaboration; and global adoption of NPI process.

• Enable pre-launch issues management

• Improve Engineering-Manufacturing transition, and ECO process - basic

• Improve cross functional visibility to project schedule

• Improve product and process knowledge management

• Improve Engineering-Manufacturing transition, and ECO process - advanced

• Improve drafting & tooling data management to enable easy design reuse

• Improve sample and prototype management.

• Improve quality planning and execution; including work instructions management

• Other related processes

Functional groups impacted

• Sales, engineering, tooling, supply chain, quality, operations/manufacturing, all people in turn over mtg. • Sales, engineering, materials, supply chain, manufacturing • Quality control, engineering, manufacturing

System capabilities built

• PLM 360 – for NPI process management.• Manual interface between CRM and PLM360.• Key tasks tracked in PLM360•Current ECO process implemented in PLM360.

• Product/material data in PLM• Sample & prototype mechanism in PLM360.• PDM implementation & data migration• PLM 360 – PDM integration • Advanced ECO process in PLM360

• QC processes and data in PLM360.• Work instructions in PLM360.• PLM360 – Oracle integration & PLM-Sage integration.• Migration of legacy product/material data

Legacy systems replaced

• CRM – for engineering & downstream processes• Management reporting methods• Issues management files• Function specific schedules

• Material database• ECO emails and log• Sample repository (excel?)• Shared drives for CAD data mgmt.

• QC database• Test data sheets









Develop a Core Team – Phase Map

Taking 15 minutes to develop a Core Team / Phase Map will save 10x the time later

Count of Departm Subject Matter Experts Count Representation in Core team

NPI process implement

ation

ECO process ‐ basic NPI data

migration

Pre launch issues

management

Product & Mtl. Mgmt. in PLM 360

Vault Implementati

onRow Labels Phase 1 Phase 1Customer Care Monica Hill, Viola LoepeltD&IDesigner Charles AllisonFiltration Alan WaltonFinance Jason PowellManagement Nils Gustavvson, Bill FoughtyMarketing Gerry DiBattista, Cristina ConessaMaterials Gerald Kunth, Michael Bridges Dan FullertonMaterials Tech Sharon ThomasME Brandon HellenbrandME TechOperations Gleditsch, Andreas Leitner, Katrin Meltzer Bryan ThompsonPDE Mike Arthur, Siang Ching Lim, Maciej Slotwinksi, Anke Tusche Avi Robbins, Firoz NarsidaniPDE Tech Amelia ReesePSP Tim MeredithQuality Vickie Ray, Michaela Kunze, Jaclyn Lim, Lynda Fletcher Mike TuckerSales Victor Asselberghs, Huan Shen Chan Kevin SporrerScheduling Wei ShinSupply Chain Susan Harris, Marci Fluellyn, Casey Pustelnick, Debbie ReedTooling Patrick ShivananadaTotal 30 9

Groups impacted by targeted scope/process









Develop and Communicate New “Standards”

Review standards across departments, divisions, locations, and determine most effective methods for the future

Leverage existing systems that will allow for reduction in variables

Communicate, Communicate, Communicate

FBN SCO MAL GERU/M Available Available Available AvailableBTL 1C 1CS 1EA 1 1 1 1 1g 1 1GAL 1 1K 1 1 1KG 1 1 1 1 1LB 1 1 1 1LF 1 1LM 1 1 1LTR 1 1 1 1M 1 1 1MS 1 1 1PC 1 1PK 1RL 1 1SF 1SHT 1Total 16 5 10 8 7

GLOBAL STANDARD

Create a Workspace-Group Permission Matrix

Permissions can be a daunting topic with multiple groups and workspaces

Identify core elements and create a simple matrix

Find common permissions and develop appropriate roles

Attachmen

ts

BOM

Grid

Relatio

nships

Workflow

Workspace

Attachmen

ts

BOM

Grid

Relatio

nships

Workflow

Workspace

Attachmen

ts

BOM

Grid

Relatio

nships

Workflow

Workspace

Attachmen

ts

BOM

Grid

Relatio

nships

Workflow

Workspace

Projects RW R R R R RW RW RW RW RW R R R R R R R R R RSample Orders RW R RW RW RW RW RW RWProducts R R R RW RW RW R R R R R RSamples R R R R R RW RW RW RWPart CADTooling DesignMaterial Overview R R R R R RExperimental Material R RW RW RW RW R RMaterials R R R RW RW R RChange Orders R R R RW RW RW RW RW RWManufacturing Instructions RW RW R R R RManufacturing Setup RW RW R R R RPackaging and Labels R R RW RW R RManufacturing Equipment R RProduction Departments R R R RQuality Control Plan R R RW RW R R RW RWCustomers RW RW RW RW RW RW R RContacts RW RW RW RW R R

Sales PDE Materials Quality









Use Cases for Improved Processes and Collaboration

Demonstration

Inside Autodesk® PLM 360 - Improved Cross-Functional and Global Collaboration, Better Data Collection, Decision Making and Portfolio Management

NPI Process Visual Management

Applications Engineering – To Go Mobile Platform (Tablet Part Search) Enhanced Notifications (Sample Order)

Pipeline Management Ease of Reporting

Implementation Management Issues Management Milestone Planning – Gant Chart

Questions?

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