Presented by: Lewis Kennebrew !

A consulting company specializing in Product Lifecycle Management!July 18, 2018 !

www.archergrey.com!

PDM/PLM Industry Trends and Best

Practices !

Introduction !

HenryLewisKennebrew,II•  SeniorDirector,BusinessProcess

Consul.ngGroup@ArcherGreyLLC•  Responsiblefor:

–  PLMStrategy–  BusinessProcessEnablement–  Organiza9onalChangeManagement

•  20+yearsofPLMExperience•  3yearsEngineering/CADExperience•  BSinAerospaceEngineering•  MBAinNewProductDevelopment

9/21/18 2

ArcherGreyProprietary&Confiden9al 39/21/18

TheobjecPveofthispresentaPonistodefineandprovideanoverviewofthecurrenttrendsrelatedtoPDM,PLM,andrelatedtechnologies(e.g.MDM,MBD)involvedinproductdevelopmentandrelatedvalue-chainacPviPes.AddiPonally,wewillcoverbestprac.ceswithinafewtopcorporatePLMiniPaPves.

Presentation Objectives!

DEFINITIONS !

9/21/18 4

ArcherGreyProprietary&Confiden9al 59/21/18

•  PDM(ProductDataManagement)–primarilymanagesCADanddocument,productdata,limitedcapabili9esinChangeandConfigura9onManagement(BoMs);asub-setofPLMcapabili9es

•  PLM(ProductLifecycleManagement)-theprocessofmanagingtheen9relifecycleofaproductfromincep9on,throughengineeringdesignandmanufacture,toserviceanddisposalofmanufacturedproducts.PLMintegratespeople,data,processesandbusinesssystemsandprovidesaproductinforma9onbackboneforcompaniesandtheirextendedenterprise

•  MDM(MasterDataManagement)-inbusiness,masterdatamanagement(MDM)comprisestheprocesses,governance,policies,standardsandtoolsthatconsistentlydefineandmanagethecri9caldataofanorganiza9ontoprovideasinglepointofreference(Ex.:ERP=SON,PLM=EndItemSerialNum,CRM=VIN>MDM=VehNum)

PDM,PLM, MDM and other Enterprise Platforms!

ArcherGreyProprietary&Confiden9al 69/21/18

PLM Maturity Levels!Typicalcompanyenvironments(nosingledatamodel)–ProductDefiniPonInformaPonisspreadacrossmulPplesystems,applicaPons,anddatabases–isolatedindepartmentalsilos

9/21/186

PLMMaturityLevel1:�

(PDM)CADDataManagement

PLMMaturityLevel2:EngineeringChange&

Configura9onManagement

PLMMaturityLevel3:

FullProductDefini9on

Management

PLMMaturityLevel4�

ManagePLMprocessesinsidetheenterprise

PLMMaturityLevel5�

ManagePLMprocessesacrosstheextendedenterprise

PLMMaturityLevel1.5:�SmarTeam

ArcherGreyProprietary&Confiden9al 79/21/18

PLM Strategy!

•  PLMStrategyshouldbeaboutdeployingCapabiliPesinthecontextof…

–  BusinessObjec9ves–  DepartmentalObjec9ves–  Organiza9onalChange–  Priori9za9on

•  It’snotwhatyouhavethat’smostimportant,it’showyouuseit

CURRENT TRENDS !

9/21/18 8

Current Objectives for PLM Systems!AerospaceandDefenseObjecPves�(fromhighesttolowestimportance)1.  Reduceproductdevelopmentcosts2.  Improveaber-saleproduct

maintenanceandservice(reducecost/9me)

3.  Improveproductquality4.  IntegratePLMintoenterprise-wide

businessprocesses5.  Increasepercentageofrevenuefrom

newproducts6.  Reduce9metomarketfornew

products7.  Easeoutsourcingofproduct

developmenttasks

Top Corporate Initiatives and PLM’s Impact!

IniPaPves’ImportancetoBusinessStrategy PLM’sRoleinEnablingStrategicIniPaPves

Source:©2018ArcherGreyw/Tech-ClaritySurvey�TobepublishedQ32018

IIoT

IoT

AR / VR

Industry 4.0

Digital Thread

Digital Twin

Digitalization / Digital Enterprise

8%

12%

13%

15%

18%

24%

31%

21%

22%

21%

30%

20%

18%

29%

24%

23%

13%

17%

12%

9%

15%

9%

12%

11%

8%

3%

7%

6%

9%

10%

22%

6%

11%

11%

5%

28%

21%

20%

25%

36%

30%

15%

Critical Significant Contributor Contributes Somewhat

Limited Relevance Not Relevant Don't Know

Gartner Hype Cycle for Discrete Manufacturing and PLM !RelevantPLMCapabiliPes

•  PlateauofProducPvity(Maturetech)

–  Parts&MaterialsSelec9on–  CAD-CentricPDM

•  SlopeofEnlightenment(Stabletech)–  Simula9on&VirtualPrototyping–  ProductRequirementsManagement–  Value-Chain-CentricPDM–  ProductPorholioandProgram

Management–  Simula9on&TestDataManagement

•  TroughofDisillusionment(RealityovertakesHype)

–  SystemEngineeringSobware–  ProductCostManagement–  SustainableDesignPLM–  SynchronizedBOMs–  MobilityinManufacturingOpera9ons–  MPMFrameworks

9/21/18 11

ArcherGreyProprietary&Confiden9al 129/21/18

•  DigitalTransformaPon/DigitalEnterprise–Adigitalenterpriseisanorganiza9onthatusestechnologyasacompe99veadvantageinitsinternalandexternalopera9ons(©TechTarget).Digitaliza9onistheusofdigitaltechnologiestochangeabusinessmodelandprovidenewrevenueandvalue-producingopportuni9es(©2018CIMdata/Gartner)

•  DigitalTwin-Adigitaltwinisavirtualcounterpartofarealobject.Asitspurpose,adigitaltwinenablesothersobware/systemstointeractwithitratherthantherealobjectdirectlytoimprovemaintenance,upgrades,repairsandopera9onoftheactualobject.Theminimumelementsofadigitaltwinincludethemodeloftheobject,datafromtheobject,auniqueone-to-onecorrespondencetotheobjectandtheabilitytomonitortheobject.(©2017Gartner,“Hype-CycleforDiscreteManufacturers”)

•  DigitalThread–thecommunica9onframeworkthatallowsaconnecteddataflowandintegratedviewoftheasset’sdatathroughoutitslifecycleacrosstradi9onallysiloedfunc9onalperspec9ves(©2016IndustryWeek)

•  Synchronizedbillsofmaterials(BOMs)-capabili9esrefertoassocia9ngandupda9ngequivalentitemsfromdifferentBOMssuchasengineering,manufacturing,sales/marke9ngandservice,whereeachoftheBOMsisstructureddifferently(©2017Gartner,“Hype-CycleforDiscreteManufacturers”).

Definitions!

ArcherGreyProprietary&Confiden9al 139/21/18

•  Industry4.0-Industry4.0,Industrie4.0,orthefourthindustrialrevolu9on,isacollec9vetermembracinganumberofcontemporaryautoma9on,dataexchangeandmanufacturingtechnologies.Ithadbeendefinedas'acollec9vetermfortechnologiesandconceptsofvaluechainorganiza9on'whichdrawstogetherCyber-PhysicalSystems,theInternetofThingsandtheInternetofServices(©Wikipedia8July2018)

•  AR/VR:AugmentedReality(AR)/VirtualReality-Augmentedrealityandvirtualrealityareinversereflec9onsofoneinanotherwithwhateachtechnologyseekstoaccomplishanddeliverfortheuser.Virtualrealityoffersadigitalrecrea9onofareallifeserng,whileaugmentedrealitydeliversvirtualelementsasanoverlaytotherealworld.(©Augment.com2015)

•  IoT/IIoT-TheInternetofThings(IoT)isthenetworkofdedicatedphysicalobjectsthatcontainembeddedtechnologytocommunicate,senseorinteractwiththeirinternalstatesortheexternalenvironment.TheIndustrialInternetofThings(IIoT)isacorebuildingblockforsmartfactories,manyna9onalindustrialproduc9vityini9a9vesanddigitalbusiness.�(©Gartner2017)

Definitions!

BEST PRACTICES !

9/21/18 14

DIGITALIZATION!(INCLUDES MBD, DIGITAL THREAD, DIGITAL TWIN, SYNCHRONIZED BOMS) !

BestPracPces

9/21/18 15

ArcherGreyProprietary&Confiden9al 169/21/18

PLM Digitalization: Model-Based-Definition (MBD) !

Marke9ng/Sales Concept Design Prototype Valida9on Pre-

Produc9on Produc9on Abermarket

Annotated�3DModel

Drawing

Annotated�3DModeltoSupplier

FEA�Model3DPrinted

Prototype

QualityControlDrawing

Annotated(QCLayer)3DModel

AnnotatedToolingandFixtureModels

ModelDrivenManufacturing

incl.PMI

AssemblyAnima9ons

IndustrialDesign

EngineeringCalcula9ons

3DModel

Drawingto

Supplier

DrawingtoInternalPrototype

ToolingandFixtureModels

ToolingandFixtureDrawings

ManuallyProgrammed

CNC

WorkInstruc9ons

FEA�Model

Simplified3DModel

IndustrialDesign

EngineeringCalcula9ons

CommonPrac9ce:DrawingistheMaster•  Verylimiteduseof3D,Manyderiva9vefiles(e.g..DWG,.STEP,.PDF)•  WeakRela9onships(i.e.notmanagedinPLM)betweenmostdataobjects

BestPrac9ce:ModelistheMaster•  Extensiveuseof3D,Minimumderiva9vefiles•  StrongRela9onships(i.e.managedinPLM)betweenmostdataobjects

STEPfile

Billof

Material

PhysicalPrototype

PhysicalPrototype

Digital�Twin

AugmentedRealityExperience

Visualiza9on/ARExperience

ContractualRequirements

RepairManuals

ElectronicWork

Instruc9ons

ContractualRequirements

RepairManuals

DigitalThreadConfiguredSales

Order

ConfiguredSalesOrder

ArcherGreyProprietary&Confiden9al 179/21/18

PLM Digitalization: Synchronized BoMs!

Equipment�Structure

Equipment�Structure

Logical/NodeStructure

System

Breakdo

wn�

Structure

EBOM MBOM SBOM ConfiguredBOM

R

RR

Requirements�Structure

F

FF

Func9ons�Structure(Product

BreakdownStructure)

A

A

T

Analysis&Test�Structure

ProductDevelopment(ValueChainAc9vi9es)

OrderFulfilmentSystemEngineering Produc9onEngineeringEngineering ServiceEngineering Phase�Out

SupplyChainAc9vi9es

Opera9on/MRO

BusinessProcesses

Sobware

StdParts SupplierPartseCAD

mCAD

ProcessPlans

Mfg.Parts PhantomParts

WorkInstruct.

mCAD

RepairInstr

Pkg Repl.PartsPartsLists

mCAD

Choices

Modules ConfigPartsConfig.Rules.

Visual-iza9on

Part-BasedStructure

ReqtMSTests

Analysis

RepairInstr

StdParts Repl.PartsOwner’sManual

SerializedParts

Manufacturing�BillsofMaterial

Service�BillsofMaterial

Engineering�BillsofMaterial

ProductVariant�BillsofMaterial

As-Maintained�BillsofMaterial

System/Func9onal�ProductStructure

PLM ERP

ArcherGreyProprietary&Confiden9al 189/21/18

Benefits of Digitalization !•  Improveproductqualityofandreduceerrors

throughdesignsuitedforalldownstreamconsumersofthedata

•  Increaseengineerproduc9vitybysearch&reuseofdata(e.g.PartsClassifica9on,ShapeIndexSearch)

•  RichCADinforma9oncanbeaccessedbynon-CADusersinwithoutcomplex/expensiveCADtools,orspendingvaluable9megenera9ngCADinforma9onindifferentformats

•  Requireduseof3Dmodels,annotatedwithPMI,withsuppliers(vs.drawings)improvedpartquality,engineer/designerknow-how,andloweredunitcosts

•  20%ofengineeringcostsareassociatedwithnon-valueadded(NVA)ac9vi9es.(CoopersandLybrand)

•  CNcreaPondroppeddrama9callyduetoimprovedmodelingprac9cesmee9ngtheneedsofalldownstreamusers(AnecdotefromSolarTurbines)

•  Itises9matedthat25%ofanengineer’sPmeisspentlookingforinforma9on.(BenchmarkResearch)

•  Theaverageknowledgeworkerspends2.5hoursperdaysearchingforinforma9on-thatisreadingemails,searchingforinforma9ononpersonalcomputers,companyservers,physicalloca9onsandtheInternet,andfindinginforma9onwithindocuments.�(IDC)

•  15%ofproductcostsarerelatedtore-workandre-useissues.(ATKearney)

•  Engineerslearnedtomodelwithinsuppliercapabili9esthusreducingpartcost,improvingquality,andallowingPurchasingtonegoPateawaysupplierremodelingcosts(AnecdotefromCummins)

NVA

ReWork

CN

ArcherGreyProprietary&Confiden9al 199/21/18

Thebenefitsexpectedfromhavingadigitaltwinforeachproductunitinclude:

•  Moreeffec9veassessmentofasystem’scurrentandfuturecapabili9esduringitslifecycle

•  Earlydiscoveryofsystemperformancedeficienciesbysimula9ngresultswaybeforephysicalprocessesandproductaredeveloped

•  Op9miza9onofoperability,manufacturability,inspectability,andsustainabilityleveragingmodelsandsimula9onsappliedduringtheen9relifecycleofeachtailnumber

•  Con9nuousrefinementofdesignsandmodelsthroughdatacapturedandeasilycrossedreferencedtodesigndetails

Benefits of incorporating a Digital Twin !

Source:©2016IndustryWeek

SYSTEMS ENGINEERING !(INCLUDES V-MODEL PROCESS, SYSTEMS ENGINEERING, SIMULATIONS, DIGITAL TWIN) !

BestPracPces

9/21/18 20

ArcherGreyProprietary&Confiden9al 219/21/18

Systems Engineering and Simulation !ProcessPerspecPve CapabiliPesPerspecPve

SystemsEngineeringandSimula9onDiagram:©2017Gartner

ArcherGreyProprietary&Confiden9al 229/21/18SystemsEngineeringandSimula9onDiagram:©2017Gartner

Systems Engineering and Simulation !

ProcessPerspecPve CapabiliPesPerspecPve

PDMLink/MPMLink/SIM

CATIAV5 Creo

Integrity

Integrity

Windchill�Op9ons&Variants/�PlahormStructures

WindchillQMS

Integrity MCTFS

MathCAD IntegrityWindchill

ProjectLink

WindchillIntegrity

RequirementsCapture&

ManagementVariantDesign&Genera9on

ProjectPlanning&ExecuPon

SystemDesign

DetailedDesign

Configura9onManagement

ChangeManagement

ManufacturingProcess

Management

Simula9onManagement

Prototype/DigitalTwinDevelopment

Opera9onsManagement

MES

MROManagement

ProjectPlanning&ExecuPon

ProjectandPorholioManagement

Simula9on&TestManagement

ServiceManagement

App

ArcherGreyProprietary&Confiden9al 239/21/18

Benefits of Systems Engineering !

13

2116 16

50

5854

49

0

10

20

30

40

50

60

70

ProgramPlanning RequirementsDevelopment&Management

Verifica9on ProductArchitecture

%ofprogramsdeliveringhighestsuccessBeforeSE AberSE

ReasonsfordifficultyinquanPfyingtheROIonSystemsEngineering•  Risksthatdidn'tmaterialize•  Reworkthatdidn'tneedtobedone•  Customercomplaintsthatdidn'toccur•  Productdeficienciesthatare

circumventedKeyFindings•  Significantposi9veimpactofSystems

EngineeringontheperformanceofprimarilyIndustrialManufacturingandServicesbusinesses(116of147)

•  SystemsEngineeringiss9llnosilverbullet

Source:©2013ReportfromCarnegieMellonUniversity’sSobwareEngineeringIns9tute�“TheValueofSystemsEngineering”,SEIBlog

PLM AND ERP !BestPracPces

25

Like ERP Systems, PLM is a Consolidation Strategy!

ERP ! PLM!–  Financials–  Accoun9ng–  Humanresources–  Procurement–  Manufacturing

resourceplanning–  Supplychain

management–  Supplierrela9onship

management–  Customerrela9onship

management

  MechanicalCAD

  Simula9on

  ManufacturingProcessManagement

  DigitalMockup

  TechnicalPublica9ons

  RequirementsManagement

  Visualiza9onandMarkup,

ERPhasConsolidated: PLMisConsolidaPng:

  ProjectManagement  PorholioManagement  ComponentManagement  SupplierManagement  ProductDataand�Configura9onManagement

  ContentManagement&�Workflow

  QualityManagement

Integra9on

26

CAD

PLM

ContentManagement OperaPons

ERP

PLM ERP

PLM ERP

Build�ToStock

Build�ToOrder

Configure�toOrder

ProductDevelopment ProcessDevelopment

PLM ERPEngineerToOrder

ContentCrea9on

WIPCADDataMgmtContentMgmt

EBOMChange&ConfigMgmtSupplierCollabora9onVerifica9on&Valida9on

MBOMMfgProcessDefini9onShopInstruc9ons

SchedulingExecu9onLogis9cs

Traditional lines of demarcation between PLM and ERP !

HighlyCollabora9ve Transac9onal

Defense: PDM and ERP Concepts & Processes!

9/21/18 ArcherGreyProprietary&Confiden9al 27

Concept Design Prototype Manufacturing Sales Service Disposal

ChangeManagement

Configura9onManagement

RequirementsCaptureandManagement

DetailedDesignVariantDesignandGenera9on

Produc9onScheduling

InventoryManagement

SourcingandProcurement

SalesandOrderManagement

ShippingLogis9cs

Accoun9ngandFinancialRepor9ng

ManufacturingProcessManagement

SystemDesign

SalesConfigurator

ERPFinancial,Manufacturing�&Delivery(SupplyChain)�Transac9onManagement

PDM(SmarTeam)�CADDevelopment(Value-Chain)�CADDesignManagement�&DecisionSupport

Best Practice PLM and ERP Concepts & Processes!

9/21/18 ArcherGreyProprietary&Confiden9al 28

Concept Design Prototype Manufacturing Sales Service Disposal

ChangeManagement

Configura9onManagement

RequirementsCaptureandManagement

DetailedDesignVariantDesignandGenera9on

Produc9onScheduling

InventoryManagement

SourcingandProcurement

SalesandOrderManagement

ShippingLogis9cs

Accoun9ngandFinancialRepor9ng

ManufacturingProcessManagement

SystemDesign

O&V/PlaformStructures

PLM�ProductDevelopment(Value-Chain)�KnowledgeManagement&DecisionSupport

ERPFinancial,Manufacturing�&Delivery(SupplyChain)�Transac9onManagement

SalesConfiguratorRules

CONCLUSION!

9/21/18 29

ArcherGreyProprietary&Confiden9al 309/21/18

PLM Strategy!

•  PLMStrategyshouldbeaboutdeployingCapabiliPesinthecontextof…

–  BusinessObjec9ves–  DepartmentalObjec9ves–  Organiza9onalChange–  Priori9za9on

•  It’snotwhatyouhavethat’smostimportant,it’showyouuseit

QUESTIONS? !