SPLM | slide 3
Agenda
� Sulzer Pumps – A Global Enterprise
� The approach for lifecycle management in product development and
engineering
� Harmonization and Standardization on product development and
engineering
� System selection and implementation
SPLM | slide 4
Sulzer Pumps
� Provider of products and services for centrifugal pumps
� Oil & Gas Industries
� Hydrocarbon Processing Industries
� Power generation plants
� Water and waste water
� Pulp and Paper Mills
� Food, Metals and Fertilizers
� Worldwide distribution in more than 150 countries
SPLM | slide 5
Sulzer Pumps is an
international and growing company
� Strong Market position
� No. 1: Pulp and paper
� No. 2: Oil and gas (upstream and HPI)
� No. 2: Power generation
� Growing Business
Water and
Wastewater 6%
Power
20%
Pulp &
Paper
10%
Food, Metals and
Fertilizers 7%
Oil & Gas
29%
Hydrocarbon
Processing
26%
Others 2%
North America
35%
Europe and
Middle East
40%
Asia
Pacificand
Australia
15%
South America
and Africa10%
41.0%44.5%ROCE
(EBIT/capital employed)
5 1925 686Employees
159.6199.2EBIT
1 405.41 733.8Sales
1 752.62 076.9Order intake
20062007millions of CHF
� Key Markets
SPLM | slide 6
Sulzer Pumps Product Portfolio
reaches from 0.1 to 45000 kW
� Axial split pumps � Vertical pumps
� Medium consistency pumps � Mixer
SPLM | slide 7
The fully configured pumps require fast delivery
� Large portfolio for small pumps
� > 50 casings
� > 100 impellers
� > 10000 configurations
� Large number of sales
� > 5000 pumps
� delivery 2-3 weeks
SPLM | slide 8
The engineered products require engineering
according to the customer specification
� High engineering effort for large pumps
� > 20 product lines
� pre-engineered pump
� order related packaging
� Many variants
� <<100 pumps per product line
� Full compliance with customer
specification
SPLM | slide 9
XMultiphase
MPP
X
JVCR
X
X
X
X
CP
Cryogenic
XXLNG
XXXXXPipeline
XFire water
XXXXOil export
XXXInjection
BkHPcpGSGHPDMHSBMSD
The customer applications and the product specification require a wide product portfolio
Pump type versus service
SPLM | slide 10
Our processes require a global implementation of a
lifecycle management system
Sales
Customer
Engineering
Packaging / Documentation Packaging
Manufacturing Bare Shaft Pump / Documentation Bare Shaft Pump
Hydraulic
CSS
SPLM | slide 11
Lifecycle management and a staged
development process has to be considered
� Product lifecycle management
� From Product Development to
Customer Service
� Integration of tendering, PDM and
ERP systems
� Development Process
� Development Process is a Stage
Gate process
Commercial SystemsMaterial Management, Order Management
(SAP, BAAN, …)?
BusinessProcesses
BusinessProcesses
OperationCSS
Erectioncommissioning
ProductionOrder
engineering
• Document Management• Field and Service Instructions• Inspection & Test Plans
ProductDataManagement
Product
DataManagement
ERPERP
Interface
Configuration Installation Operation / CSS
Basis PDM
"as designed"
Order PDM
"as ordered"
Assembly PDM
"as built"
Maintenance PDM
"as maintained"
Designengineering
Tendering
Gate 1
PHASE 1
Feasibility
Gate 2
PHASE 2
Concept
Gate 3
PHASE 3
Design
Gate 4
PHASE 4
Implemen-
tation
PHASE 0
Ideation
Gate 0
Lifecycle
Mgt.
SPLM | slide 12
The increasing globalization of Sulzer Pumps
will be supported by a PLM/PDM system
Targets of a global PDM system
� Improvement of customer response time
� Flexibility in the global processes
� improved exchange between PD and the engineering centers
� Technology transfer
� Re-use of information and faster access
� Improve collaboration with distributed manufacturing and assembly
� Improvement of the data quality
� Improvement of collaboration between New Equipment Engineering and CSS
Requirements
� Data Management
� Approval and release process for engineering documentation
� Integration of several 2D and 3D CAD systems
� Global product data with complex access management
� Process and Project Management
� Integration of Engineering process (PDM) and manufacturing process (ERP)
� Full access to engineering data
� Administration
� Centralized system and fast local access
SPLM | slide 13
14 Major Manufacturing Locations
e.g. Sulzer Pumps USA, Portland
Portland
Focus on engineered pumps for Oil &
Gas, HPI and Power Generation for
North and South America.
• Hydraulic Design
• Order Related Engineering
• Field Engineering
• Engineering Analysis
• Test Engineering
• Product Development
• Global Standards
SPLM | slide 14
Commonly used and simplified processes are the
basis for lifecycle management
� Development of a model to harmonize development processes
� The common model describes the requirements for a life cycle
management system
� Process matrix as basis for Sulzer Pumps Lifecycle Management
Input Information
Output Information
Input Information
Output Information
Input Information
Output Information
Input Information
Output Information
Input Information
Output Information
Input Information
Output Information
Input Information
Output Information
Input Information
Output Information
Input Information
Output Information
Input Information
Output Information
Input Information
Output Information
Input Information
Output Information
Global Process Matrix
local ProcessSPUK
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Task Characterisation
SPLM | slide 15
Result: Global Engineering Process Chart
Basic Design Bareshaft Pump
• Defi nes and val idate s the me chani cal concept and d esi gn• Creati on of detail drawings• Creati on of BOM
Me chan ical Deve lopment En ginee r
Cre ation of co mpo nen ts det ails for pu rcha sing a nd manu factu ring
De t. dr awings/ mode ls
Me chan ical Deve lopment En ginee r
Con firma tion o f ma nuf actur ability of the co ncep t
Manu factu ring co ncep ts
Me chan ical Deve lopment En ginee r
Proo f of the mecha nical d esign by ph ysical tes ts
Valida tion
Me chan ical Deve lopment En ginee r
Fo llow up on tests a nd o per ation s exp erien ce
Follow u p
Me chan ical Deve lopment En ginee r
Defin ition o f des ig n de tails a nd ma ter ia ls of co nstr uction
De tail Desig n
Me chan ical Deve lopment En ginee r
Defin ition o f des ig n limits and pr oof of th e me chan ical ge ome try
by c alculatio n
Ver ification
Me chan ical Deve lopment En ginee r
Cre ation of Re view Reco rdDe sign Re view
Me chan ical
Deve lopment En ginee r
Defin ition o f me chan ic al
ar ran gement / conce pt
Co ncep t
Me chan ical Deve lopment En ginee r
Defin ition o f me chan ic al geo met ry to suit th e ar ran gement / conce pt
De sign
Descrip tion Roles & FunctionsSub Task
Me chan ical Deve lopment En ginee r
Cre ation of co mpo nen ts det ails for pu rcha sing a nd manu factu ring
De t. dr awings/ mode ls
Me chan ical Deve lopment En ginee r
Con firma tion o f ma nuf actur ability of the co ncep t
Manu factu ring co ncep ts
Me chan ical Deve lopment En ginee r
Proo f of the mecha nical d esign by ph ysical tes ts
Valida tion
Me chan ical Deve lopment En ginee r
Fo llow up on tests a nd o per ation s exp erien ce
Follow u p
Me chan ical Deve lopment En ginee r
Defin ition o f des ig n de tails a nd ma ter ia ls of co nstr uction
De tail Desig n
Me chan ical Deve lopment En ginee r
Defin ition o f des ig n limits and pr oof of th e me chan ical ge ome try
by c alculatio n
Ver ification
Me chan ical Deve lopment En ginee r
Cre ation of Re view Reco rdDe sign Re view
Me chan ical
Deve lopment En ginee r
Defin ition o f me chan ic al
ar ran gement / conce pt
Co ncep t
Me chan ical Deve lopment En ginee r
Defin ition o f me chan ic al geo met ry to suit th e ar ran gement / conce pt
De sign
Descrip tion Roles & FunctionsSub Task
Basic Design Packaging
• Defi nes and val idate s the packa ge design concept a ndstanda rds
• Creati on of detail drawing, instrumentation and piping plans
• Creati on of BOM
Packa ging Develop men t
Engin eer
Cre ation of co mpo nen ts det ails for
pu rcha sing a nd manu factu ring
De t. Dra win gs
/mode ls
Packa ging Develop men t
Engin eer
Con firma tion o f ma nuf actur ability
of the co ncep t
Manu factu ring
co ncep ts
Packa ging Develop men t
Engin eer
Proo f of the mecha nical d esign by
ph ysical tes ts
Valida tion
Packa ging Develop men t
Engin eer
Fo llow up on tests a nd o per ation s
exp erien ce
Follow u p
Packa ging Develop men t
Engin eer
Cre ation of r eview r ecor dsDe sign
Re view
Packa ging Develop men t
Engin eer
Defin ition o f pac kage design limits
an d pr oof by calcu lation
Ver ification
Packa ging Develop men t Engin eer
Defin ition o f pac kage design de-tails a nd mate rials o f con struct ion
De tail Desig n
Packa ging Develop men t Engin eer
Defin ition o f pac kage ar ran gement/c oncep t
Co ncep t
Packa ging Develop men t
Engin eer
Defin ition o f pac kage design
acco rdin g to the co ncep t
De sign
Descrip tion Roles & FunctionsSub Task
Packa ging Develop men t
Engin eer
Cre ation of co mpo nen ts det ails for
pu rcha sing a nd manu factu ring
De t. Dra win gs
/mode ls
Packa ging Develop men t
Engin eer
Con firma tion o f ma nuf actur ability
of the co ncep t
Manu factu ring
co ncep ts
Packa ging Develop men t
Engin eer
Proo f of the mecha nical d esign by
ph ysical tes ts
Valida tion
Packa ging Develop men t
Engin eer
Fo llow up on tests a nd o per ation s
exp erien ce
Follow u p
Packa ging Develop men t
Engin eer
Cre ation of r eview r ecor dsDe sign
Re view
Packa ging Develop men t
Engin eer
Defin ition o f pac kage design limits
an d pr oof by calcu lation
Ver ification
Packa ging Develop men t Engin eer
Defin ition o f pac kage design de-tails a nd mate rials o f con struct ion
De tail Desig n
Packa ging Develop men t Engin eer
Defin ition o f pac kage ar ran gement/c oncep t
Co ncep t
Packa ging Develop men t
Engin eer
Defin ition o f pac kage design
acco rdin g to the co ncep t
De sign
Descrip tion Roles & FunctionsSub Task
Product Data Preparation Bareshaft Pump
• Creating/Maintaining Product Data El ements and
configurati on information as requi red to support the sales,manufa cturing and CSS processe s
Prod uct Da ta Eng in eerCr eatin g/Mainta in ing Pr odu ct Data Elements and con figur ation
in formatio n as req uired to s uppo rt
th e manu factu ring and CSS
p roce sses ( includ ing co sts)
Pro duct ion d ata
Prod uct Da ta Eng in eer ,
Mar ketin g / Sa le s,
Ope ratio ns
Valid ating Pr odu ct Dat a Eleme nts
a nd co nfigu rat io n inf ormation as
r equ ired to su ppo rt th e sa le s,
manu factu ring and CSS
p roce sses ( includ ing co sts)
Re view,
Valid ation and
Re lease of
d ata
Hydr aulic De velopmen t
Engine er
Cr eatio n/Mainta in ing / Relea se
Sele ction Catalog ue (on the Ba sic
p erfo rmance Curve )
Sele ction
Ca talog ue
Prod uct Da ta Eng in eer ,
Mar ketin g / Sa le s,
Ope ratio ns
Mainta ining Pr odu ct Dat a
Elements and con figur ation infor -
mation as r equ ired to su ppo rt th e
sa les, manu factu ring and CSS
p roce sses ( includ ing co sts)
Follow- up
Prod uct Da ta Eng in eerCr eatin g/Mainta in ing Pr odu ct Data
Elements and con figur ation infor -
mation as r equ ired to su ppo rt th e
sa les pr oce sses ( includin g pr icing)
Sale s dat a
Description Roles & FunctionsSub Task
Prod uct Da ta Eng in eerCr eatin g/Mainta in ing Pr odu ct Data Elements and con figur ation
in formatio n as req uired to s uppo rt
th e manu factu ring and CSS
p roce sses ( includ ing co sts)
Pro duct ion d ata
Prod uct Da ta Eng in eer ,
Mar ketin g / Sa le s,
Ope ratio ns
Valid ating Pr odu ct Dat a Eleme nts
a nd co nfigu rat io n inf ormation as
r equ ired to su ppo rt th e sa le s,
manu factu ring and CSS
p roce sses ( includ ing co sts)
Re view,
Valid ation and
Re lease of
d ata
Hydr aulic De velopmen t
Engine er
Cr eatio n/Mainta in ing / Relea se
Sele ction Catalog ue (on the Ba sic
p erfo rmance Curve )
Sele ction
Ca talog ue
Prod uct Da ta Eng in eer ,
Mar ketin g / Sa le s,
Ope ratio ns
Mainta ining Pr odu ct Dat a
Elements and con figur ation infor -
mation as r equ ired to su ppo rt th e
sa les, manu factu ring and CSS
p roce sses ( includ ing co sts)
Follow- up
Prod uct Da ta Eng in eerCr eatin g/Mainta in ing Pr odu ct Data
Elements and con figur ation infor -
mation as r equ ired to su ppo rt th e
sa les pr oce sses ( includin g pr icing)
Sale s dat a
Description Roles & FunctionsSub Task
Advance Design Bareshaft Pump (Concept)
• Customized mechanical desi gn concept of pumps for nonpre-defi ned appl ications
Advance Mec hanic al
Engineer
Confirmation of
manufacturabilit y of t he concept
Manufacturing
c oncepts
Advance Mec hanic al Engineer
Creat ion of Review R ecordD esign R eview
Advance Mec hanic al
Engineer
Def init ion of design limit s and
proof of t he mec hanical geometry by calculation
Verif ication
Advance Mec hanic al Engineer
Def init ion of mec hanical arrangement / c oncept
C oncept
Operations (C ost estimation)
C ost estimation
Advance Mec hanic al
Engineer
Follow -up iterat ion when
neces sary
Follow-Up
Description Roles & FunctionsSub Task
Advance Mec hanic al
Engineer
Confirmation of
manufacturabilit y of t he concept
Manufacturing
c oncepts
Advance Mec hanic al Engineer
Creat ion of Review R ecordD esign R eview
Advance Mec hanic al
Engineer
Def init ion of design limit s and
proof of t he mec hanical geometry by calculation
Verif ication
Advance Mec hanic al Engineer
Def init ion of mec hanical arrangement / c oncept
C oncept
Operations (C ost estimation)
C ost estimation
Advance Mec hanic al
Engineer
Follow -up iterat ion when
neces sary
Follow-Up
Description Roles & FunctionsSub Task
Order Product Data Preparation
• Creates and releases the pro duct da ta in accordance withorder specif ic requirements
Product Da ta
Techni cia n
Releasing Order BOM
(Materi als -> SAP),
Custome r Documen-
tation for p rodu ction and
shi pment
Relea se of
data
Product Da ta
Techni cia n
Crea tion of Review
Record
F inal data
review
Product Da ta Techni cia n
Crea ting Order BOM (Materi als -> SAP)
Creation o f order
related
product
data
Description Roles & FunctionsSub Task
Product Da ta
Techni cia n
Releasing Order BOM
(Materi als -> SAP),
Custome r Documen-
tation for p rodu ction and
shi pment
Relea se of
data
Product Da ta
Techni cia n
Crea tion of Review
Record
F inal data
review
Product Da ta Techni cia n
Crea ting Order BOM (Materi als -> SAP)
Creation o f order
related
product
data
Description Roles & FunctionsSub Task
Sales Tool Preparation
• Setup information and documen tation a bout hyd raul ic
sel ection criteria, techn ica l configurati on and
p ri ci ng for pump, buy-out and accessory
Glo bal Kno wle dge
Engin eer Hydra ulic.
Lo cal Knowle dge
Engin eer Hydra ulic
-P opulating Organizatio n data, -Defining Liquid Proper ties
-P opulating Perfor mance curves, -P opulating Produ ct line data,-P roduct line options,
-E ngineering data, -E stablishing product line compatibility,
-Defining Pump size and curve relationships,
-Defining Mixed stag e co mpatibility (V ertical pumps),
-Generat ing P ricebook curves,-P opulating Coefficient Tables
- Pr epa ring the
Sele ctor
Kno wle dge
b ase ( SKB)
Lo cal Knowle dge
Engin eer Mec hanica l
-B uild pr oduct line s, -prod uct sizes,
-categories/subcategories for options, -implement all rules and relationships between product, categor ies and
options-B uild pr ice classes and rules for
pricing-Define output documents content
(datasheet, Gener al Arra ngement)-B uild th e order codes for or der entry systems
Pre par ing th e
Co nfigu rato r
Kno wle dge
b ase ( CKB)
Lo cal Knowle dge
Engin eer Mec hanica l
-Cover letter
-commercial documents-additional product br ochures
Pre par ing th e
q uota tion
p ackag e
d ocuments/ te
mplate s
Descrip tion Roles & FunctionsSub Task
Glo bal Kno wle dge
Engin eer Hydra ulic.
Lo cal Knowle dge
Engin eer Hydra ulic
-P opulating Organizatio n data, -Defining Liquid Proper ties
-P opulating Perfor mance curves, -P opulating Produ ct line data,-P roduct line options,
-E ngineering data, -E stablishing product line compatibility,
-Defining Pump size and curve relationships,
-Defining Mixed stag e co mpatibility (V ertical pumps),
-Generat ing P ricebook curves,-P opulating Coefficient Tables
- Pr epa ring the
Sele ctor
Kno wle dge
b ase ( SKB)
Lo cal Knowle dge
Engin eer Mec hanica l
-B uild pr oduct line s, -prod uct sizes,
-categories/subcategories for options, -implement all rules and relationships between product, categor ies and
options-B uild pr ice classes and rules for
pricing-Define output documents content
(datasheet, Gener al Arra ngement)-B uild th e order codes for or der entry systems
Pre par ing th e
Co nfigu rato r
Kno wle dge
b ase ( CKB)
Lo cal Knowle dge
Engin eer Mec hanica l
-Cover letter
-commercial documents-additional product br ochures
Pre par ing th e
q uota tion
p ackag e
d ocuments/ te
mplate s
Descrip tion Roles & FunctionsSub Task
Request and Evaluation
• Eval uation of request concerni ng typ e of product (A,B,C)
Sales En ginee r ( Sa les
Mg t)
Con figur ation and tend erin g for A-
Prod ucts; tend erin g for B/C-
Prod ucts
De cide fo r
co nfigu ratio n
a nd te nde ring
OR tend erin g
Sales En ginee rDete rmin e if e ngine ere d or
con figur ed so lution . If co nfigu red ,
con tinue with STARS
Ch eck COS in
STARS
se lection
Sales En ginee rAssign u niqu e nu mbe r usin g
STARS/ROMEO
Cr eate Sulzer
p rojec t
n umb er
Descrip tion Roles & FunctionsSub Task
Sales En ginee r ( Sa les
Mg t)
Con figur ation and tend erin g for A-
Prod ucts; tend erin g for B/C-
Prod ucts
De cide fo r
co nfigu ratio n
a nd te nde ring
OR tend erin g
Sales En ginee rDete rmin e if e ngine ere d or
con figur ed so lution . If co nfigu red ,
con tinue with STARS
Ch eck COS in
STARS
se lection
Sales En ginee rAssign u niqu e nu mbe r usin g
STARS/ROMEO
Cr eate Sulzer
p rojec t
n umb er
Descrip tion Roles & FunctionsSub Task
Configuration and Tendering
• Configuration and Crea tion of Tender for A Pro ducts
Segment Man age rAgre e on final pricing for ten derRe view Tend er
Sales En ginee r an d
Tende r Eng ineer
Calcu la te sa les pr ice, marg in an
cre ate tend er d ocuments
Pre par e
Tend er
Tende r Eng ineerCon figur ation of pu mp , buy- out
an d acce ssorie s
Pre par e
Co nfigu ratio n
Descrip tion Roles & FunctionsSub Task
Segment Man age rAgre e on final pricing for ten derRe view Tend er
Sales En ginee r an d
Tende r Eng ineer
Calcu la te sa les pr ice, marg in an
cre ate tend er d ocuments
Pre par e
Tend er
Tende r Eng ineerCon figur ation of pu mp , buy- out
an d acce ssorie s
Pre par e
Co nfigu ratio n
Descrip tion Roles & FunctionsSub Task
Tendering
• Create / Compile and submit a customer propo sal
Tende r Eng ineerCre ates the TOA (Tend er Orde r
Assessment) de pend ing o n the
valu e of the o rde r
TOA
Tende r Eng ineerComplete custo mer dat a she etCu stomer d ata
sh eet
Tende r Eng ineerCompile cu stomer d ocumenta tionCu stomer d o-
cu men tation s
Tende r Eng ineerIde ntify s ource of s upply and de-
fine the deliver y/pr icing st ructu re
Pricin g an d
De live ry
Tende r Eng ineerObt ain q uote s, pr ic in g, sco pe, de-
liver y, doc ume nt.fr om sub ve ndo rs
Facto red item
q uote s
Tende r Eng ineerSelect the f eatu res a nd o ption sMecha nical
se lection s
Tende r Eng ineerSelect pump typ e an d pe rfor ma nce
Hyd rau lic se lection s
Tende r Eng ineerSelect pump typ e an d pe rfor ma nce
Pump se lection s
Tende r Eng ineer
(O per ation s)
Obt ain co st estimate from
op era tions a nd p urch asing
Co st
e stimat ion
Tende r Eng ineerFo llow-u p of quot ation s when
ne cessar y
Follow-Up
Descrip tion Roles & FunctionsSub Task
Tende r Eng ineerCre ates the TOA (Tend er Orde r
Assessment) de pend ing o n the
valu e of the o rde r
TOA
Tende r Eng ineerComplete custo mer dat a she etCu stomer d ata
sh eet
Tende r Eng ineerCompile cu stomer d ocumenta tionCu stomer d o-
cu men tation s
Tende r Eng ineerIde ntify s ource of s upply and de-
fine the deliver y/pr icing st ructu re
Pricin g an d
De live ry
Tende r Eng ineerObt ain q uote s, pr ic in g, sco pe, de-
liver y, doc ume nt.fr om sub ve ndo rs
Facto red item
q uote s
Tende r Eng ineerSelect the f eatu res a nd o ption sMecha nical
se lection s
Tende r Eng ineerSelect pump typ e an d pe rfor ma nce
Hyd rau lic se lection s
Tende r Eng ineerSelect pump typ e an d pe rfor ma nce
Pump se lection s
Tende r Eng ineer
(O per ation s)
Obt ain co st estimate from
op era tions a nd p urch asing
Co st
e stimat ion
Tende r Eng ineerFo llow-u p of quot ation s when
ne cessar y
Follow-Up
Descrip tion Roles & FunctionsSub Task
Advance Design Packaging
• Customized pa ckaging design concept of pumps for nonpre-defi ned appl ications
Advance Procurement
Specialist
Commercia l and technic al
confirmation by the s upplier, that s pecific ation can be met
Verif ication
Advance Procurement
Specialist
Estimation of c ost s and lead
times
C ost and
deliv ery estimation
Advance Procurement Specialist
Def init ion of ac ceptable sup suppliers
Sourcing c oncept
Advance Procurement Specialist
Def init ion of major auxiliary equipment (dr ives , gearboxes
etc .)
C oncept
Advance Procurement
Specialist
Creat ion of Review R ecordD esign
R eview
Advance Procurement
Specialist
Follow -up iterat ion when
neces sary
Follow up
Description Roles & FunctionsSub Task
Advance Procurement
Specialist
Commercia l and technic al
confirmation by the s upplier, that s pecific ation can be met
Verif ication
Advance Procurement
Specialist
Estimation of c ost s and lead
times
C ost and
deliv ery estimation
Advance Procurement Specialist
Def init ion of ac ceptable sup suppliers
Sourcing c oncept
Advance Procurement Specialist
Def init ion of major auxiliary equipment (dr ives , gearboxes
etc .)
C oncept
Advance Procurement
Specialist
Creat ion of Review R ecordD esign
R eview
Advance Procurement
Specialist
Follow -up iterat ion when
neces sary
Follow up
Description Roles & FunctionsSub Task
Order Performance Test Planning
• Creates performance te st procedures and layouts fororder specif ic requirements
Test EngineerIdenti fication of
hardware requ irements, creati on of design
details for needed
hardware
Identification
of ha rdware requirements
Test EngineerCreation of test layoutsCreation o f
test layouts
Test EngineerCreation of test
procedures
Creation o f
test procedures
Descripti on Roles & FunctionsSub Task
Test EngineerIdenti fication of
hardware requ irements, creati on of design
details for needed
hardware
Identification
of ha rdware requirements
Test EngineerCreation of test layoutsCreation o f
test layouts
Test EngineerCreation of test
procedures
Creation o f
test procedures
Descripti on Roles & FunctionsSub Task
Service Agreement Management
• Managing th e Service agreement, moni toring the
performance of the speci fied services / KPI, assessment of the moni toring results
contract managercompiling and
assessment of the
results
compi ling and
assessment
of the results
contract managerDefine and in itiate
ne eded acti on
Needed
acti on
field engineercoll ection of the KPI
measurement
KPI
measu rement
contract managerprovisioning of the KPI
to the fiel d
KPI
provisioning
contract managerpe rformance / financial
risk a ssessment
risk
assessment
Descripti on Rol es & FunctionsSub Task
contract managercompiling and
assessment of the
results
compi ling and
assessment
of the results
contract managerDefine and in itiate
ne eded acti on
Needed
acti on
field engineercoll ection of the KPI
measurement
KPI
measu rement
contract managerprovisioning of the KPI
to the fiel d
KPI
provisioning
contract managerpe rformance / financial
risk a ssessment
risk
assessment
Descripti on Rol es & FunctionsSub Task
Warranty Management
• Warranty Management
W arranty Manager
Probl em investigation and determi nations if it
is a warrenty
Problem investi gation
W arranty Manager
Probl em resolu tion (physical resu lution of
the problem based on
the input of engi neering (when necessa ry) and /
or operations)
Problem resolution
W arranty Manager
Feedback to the engineering, product
developmen t and operati ons of the
instal led pump ba se
Fo llow-Up
Descript ion Rol es & FunctionsSub Task
W arranty Manager
Probl em investigation and determi nations if it
is a warrenty
Problem investi gation
W arranty Manager
Probl em resolu tion (physical resu lution of
the problem based on
the input of engi neering (when necessa ry) and /
or operations)
Problem resolution
W arranty Manager
Feedback to the engineering, product
developmen t and operati ons of the
instal led pump ba se
Fo llow-Up
Descript ion Rol es & FunctionsSub Task
CSS Opportunity Management
• An alysing the Installed Base regard ing the i nstalled spare parts a nd the predicted life time of pa rts installed and identifi ed potential s for mai ntenance, retrofit , …..
Business AnalystBased on the installed base, the spare part / mai ntenance history
and the predi cted l ife ti me of components pote ntial CSS activit ies are i dentif ied (sales
pote ntial report)
Analysis
Business AnalystThe identifi ed sales pote ntials are given to sales / marketing in
order to get i n contact with the customer
Tri gger Marketing / Sales
Descript ion Rol es & FunctionsSub Task
Business AnalystBased on the installed base, the spare part / mai ntenance history
and the predi cted l ife ti me of components pote ntial CSS activit ies are i dentif ied (sales
pote ntial report)
Analysis
Business AnalystThe identifi ed sales pote ntials are given to sales / marketing in
order to get i n contact with the customer
Tri gger Marketing / Sales
Descript ion Rol es & FunctionsSub Task
Order Entry
• Create and enter an OED (Order Entry Dossier) o r a OES
(Order Entry Sheet) or a Product Specif ication
Project EngineerIf decisions have an impact on
prof itability or delivery
Follow-Up
Tender ing EngineerRelease pre-calc ulationPre-
c alculat ion
Project EngineerOpen iss ues will be clarif ied –and OED will be c hanged
ac cordingly
Feedback / Release
Project EngineerReview of the c ategory B&C type of orders and c ontracts
(Kic k-off meet ing)
Review
Tender ing EngineerCreate and ent er an OED
(Order Entry Dossier) in SPEED or a OES (Order Entry
Sheet ) or a Produc t Specific ation
Creation
Descript ion Rol es & FunctionsSub Task
Project EngineerIf decisions have an impact on
prof itability or delivery
Follow-Up
Tender ing EngineerRelease pre-calc ulationPre-
c alculat ion
Project EngineerOpen iss ues will be clarif ied –and OED will be c hanged
ac cordingly
Feedback / Release
Project EngineerReview of the c ategory B&C type of orders and c ontracts
(Kic k-off meet ing)
Review
Tender ing EngineerCreate and ent er an OED
(Order Entry Dossier) in SPEED or a OES (Order Entry
Sheet ) or a Produc t Specific ation
Creation
Descript ion Rol es & FunctionsSub Task
Data Collect ion & Analysis
• Measu rement (Dimension, Performance, On Si te, …)
and Ana lysis of Bare Shaft Pump / String
Projec t Engine erCo nclusion of the F indin gs a nd
Re commend ation
Ana lysis
Projec t Engine erMeasu rement of Vibr ation , Noise ,
Powe r, Efficie ncy, F low h ead,
NPSH, Mo tor Perfo rmance , …
Per for man ce
Measu rement
Projec t Engine erMeasu rement of Bar e Sha ft Pump
/ En viron men t Dime nsion s an d
Pro per ties
Dimensio n
Measu rement
Projec t Engine erCo lle ct all a vailab le Info rmation ,
Da ta ( Drawing s, BOM, Specs, ….)
co llect
a vailable
in formatio n
Follow u p ite ratio n whe n
n ecessa ry
Follow Up
Descripti on Roles & FunctionsSub Task
Projec t Engine erCo nclusion of the F indin gs a nd
Re commend ation
Ana lysis
Projec t Engine erMeasu rement of Vibr ation , Noise ,
Powe r, Efficie ncy, F low h ead,
NPSH, Mo tor Perfo rmance , …
Per for man ce
Measu rement
Projec t Engine erMeasu rement of Bar e Sha ft Pump
/ En viron men t Dime nsion s an d
Pro per ties
Dimensio n
Measu rement
Projec t Engine erCo lle ct all a vailab le Info rmation ,
Da ta ( Drawing s, BOM, Specs, ….)
co llect
a vailable
in formatio n
Follow u p ite ratio n whe n
n ecessa ry
Follow Up
Descripti on Roles & FunctionsSub Task
Order Design Hydraulic
• Defines and validates the hydrauli c design for B&C prod ucts
in accorda nce with order sp eci fic re quiremen ts
Hyd rau lic Design En gineer
Follow-up on tests and operations e xperie nce
Feedback / Follow-Up
Hyd rau lic Design En gineer
Proof of the hydrauli c geometry by calculation
and/or ph ysical tests
Valid ation
Hyd rau lic Design En gineer
(Revi ewer)
Creation of Review Record
Design Review
Hyd rau lic Design
En gineer
Definit ion of hydraulic
geometry to suit the arrangement / concept
Design
Descripti on Roles & FunctionsSub Task
Hyd rau lic Design En gineer
Follow-up on tests and operations e xperie nce
Feedback / Follow-Up
Hyd rau lic Design En gineer
Proof of the hydrauli c geometry by calculation
and/or ph ysical tests
Valid ation
Hyd rau lic Design En gineer
(Revi ewer)
Creation of Review Record
Design Review
Hyd rau lic Design
En gineer
Definit ion of hydraulic
geometry to suit the arrangement / concept
Design
Descripti on Roles & FunctionsSub Task
Order Design Bareshaf t Pump
• Defines and validates the mechanical design for B&C
products in accordance with order specif ic requi rements
Mec han ic al Desig n
Engine er
Pro of o f the me chan ic al ge ome try
b y calcula tion and past expe rience
Ver ificatio n
Mec han ic al Desig n
Engine er
Pro of o f the me chan ic al ge ome try
b y calcula tion, past expe rien ce
a nd/o r ph ysical te sts
Valid ation
Mec han ic al Desig n
Engine er
r eleas e lon g lea d items for
p urch asing
Pre re quisition
o f fact ore d
g ood s
Mec han ic al Desig n
Engine er
Follow- up o n te sts an d op era tions
e xper ie nce
Feed back /
Follow- Up
Mec han ic al Desig n
Engine er (Revie we r)
Cr eatio n of Review Re cordDe sign r eview
Mec han ic al Desig n Engine er
Cr eatio n of deta ils of r aw mater ial fo r p urch asing and man ufa cturin g
a s det ailed a s ne eded for the pre
r equ is it ions o f lon g lead items
De tail models / dra wings f or
lo ng le ad
ite ms
Mec han ic al Desig n
Engine er
De finition of mecha nical g eometr y
to suit t he a rra nge men t / co ncep t
De sign
Descripti on Roles & FunctionsSub Task
Mec han ic al Desig n
Engine er
Pro of o f the me chan ic al ge ome try
b y calcula tion and past expe rience
Ver ificatio n
Mec han ic al Desig n
Engine er
Pro of o f the me chan ic al ge ome try
b y calcula tion, past expe rien ce
a nd/o r ph ysical te sts
Valid ation
Mec han ic al Desig n
Engine er
r eleas e lon g lea d items for
p urch asing
Pre re quisition
o f fact ore d
g ood s
Mec han ic al Desig n
Engine er
Follow- up o n te sts an d op era tions
e xper ie nce
Feed back /
Follow- Up
Mec han ic al Desig n
Engine er (Revie we r)
Cr eatio n of Review Re cordDe sign r eview
Mec han ic al Desig n Engine er
Cr eatio n of deta ils of r aw mater ial fo r p urch asing and man ufa cturin g
a s det ailed a s ne eded for the pre
r equ is it ions o f lon g lead items
De tail models / dra wings f or
lo ng le ad
ite ms
Mec han ic al Desig n
Engine er
De finition of mecha nical g eometr y
to suit t he a rra nge men t / co ncep t
De sign
Descripti on Roles & FunctionsSub Task
Order Design Packaging
• Defines and validates the package design for B&C products
in accorda nce with order sp eci fic re quiremen ts
Pac kaging D es ign
Engineer
D efinition of package des ign
limits and proof by calculation and pas t exper ience
Verif ication
Pac kaging D es ign
Engineer
C reation of component s details
f or purc hasing and manufacturing as as detailed
as needed for t he pre requis itions of long lead items
D etail
models / drawings for
long lead it ems
Pac kaging D es ign
Engineer
R elease long lead items f or
purchas ing
Pre
requis ition of f act ored
goods
Pac kaging D es ign Engineer
Follow-up on tests and operations ex perienc e
Follow -Up
Pac kaging D es ign Engineer
Proof of the mechanic al geomet ry by physic al tes ts
Validation
Pac kaging D es ign
Engineer (Reviewer)
C reation of Review R ecordD esign
R eview
Pac kaging D es ign Engineer
D efinition of package des ign according t o t he order spec ific
requirement s
D esign
Descripti on Roles & FunctionsSub Task
Pac kaging D es ign
Engineer
D efinition of package des ign
limits and proof by calculation and pas t exper ience
Verif ication
Pac kaging D es ign
Engineer
C reation of component s details
f or purc hasing and manufacturing as as detailed
as needed for t he pre requis itions of long lead items
D etail
models / drawings for
long lead it ems
Pac kaging D es ign
Engineer
R elease long lead items f or
purchas ing
Pre
requis ition of f act ored
goods
Pac kaging D es ign Engineer
Follow-up on tests and operations ex perienc e
Follow -Up
Pac kaging D es ign Engineer
Proof of the mechanic al geomet ry by physic al tes ts
Validation
Pac kaging D es ign
Engineer (Reviewer)
C reation of Review R ecordD esign
R eview
Pac kaging D es ign Engineer
D efinition of package des ign according t o t he order spec ific
requirement s
D esign
Descripti on Roles & FunctionsSub Task
Order Detail Design Hydraulic
• Creates and releases the hyd raul ic design detai ls for B&Cproducts in accordance with o rder speci fic re quirements
Hydraulic Design
Engineer
(Approver)
Check and release of
hydraulic design details
Relea se of
Hydraulic
Design
Details
Hydraulic Design Engineer
(Reviewer)
Creati on of Review Record
Design Review
Hydraulic Design Engineer
Creati on of hydrauli c design detail s acco rdi ng
to the order specif ic
hydraulic design
Hydraulic Design
Details
Descrip tion Roles & FunctionsSub Task
Hydraulic Design
Engineer
(Approver)
Check and release of
hydraulic design details
Relea se of
Hydraulic
Design
Details
Hydraulic Design Engineer
(Reviewer)
Creati on of Review Record
Design Review
Hydraulic Design Engineer
Creati on of hydrauli c design detail s acco rdi ng
to the order specif ic
hydraulic design
Hydraulic Design
Details
Descrip tion Roles & FunctionsSub Task
Order Detail Design Bareshaft Pump
• Creates and releases the mechanical design detail s for B&C
products in accordance with order speci fic re quirements
Mechanical Design Dra ftsman
Creation of detail models and drawings as needed for manufacturing documentation
Detail models / drawings
Mechanical Design Dra ftsman(Approver)
Check and release of mechanical design detail s
Relea se of Mechanical Design Details
Responsibili ty: Mechanical Design Engi neerExecution: Mechanical Design Dra ftsman
Creation of order related customer documentati on (drawin gs) re lated to bareshaft pump
Customer Documen-tati on
Mechanical Design Engi neer (Reviewer)
Creation of Review Record
Design Review
Responsibili ty: Mechanical Design Engi neer
Execution: Mechanical Design Dra ftsman
Defini tion of mechan ica l desi gn details according to the order specif ic mechanical design
Detail Design
Description Roles & FunctionsSub Task
Mechanical Design Dra ftsman
Creation of detail models and drawings as needed for manufacturing documentation
Detail models / drawings
Mechanical Design Dra ftsman(Approver)
Check and release of mechanical design detail s
Relea se of Mechanical Design Details
Responsibili ty: Mechanical Design Engi neerExecution: Mechanical Design Dra ftsman
Creation of order related customer documentati on (drawin gs) re lated to bareshaft pump
Customer Documen-tati on
Mechanical Design Engi neer (Reviewer)
Creation of Review Record
Design Review
Responsibili ty: Mechanical Design Engi neer
Execution: Mechanical Design Dra ftsman
Defini tion of mechan ica l desi gn details according to the order specif ic mechanical design
Detail Design
Description Roles & FunctionsSub Task
Order Detail Design Package
• Creates and releases the package design d etail s for B&C
products in accordance with order speci fic re quirements
Package Design Draftsman
Creation of detail models and drawings as needed for manufacturing documentation
Detail models / drawings
Package Design Engineer(Releaser)
Check and release of package design de tails
Relea se of Package Design Details
Responsibili ty:Package Design EngineerExecution: Package Design Draftsman
Creation of order related customer documentati on (drawin gs) re lated to package design
Customer Documen-tati on
Package Design Engineer(Reviewer)
Creation of Review Record
Final Design Review
Responsibili ty:
Package Design EngineerExecution: Package Design Draftsman
Defini tion of package desi gn details according to the order specif ic package design
Detail Design
Description Roles & FunctionsSub Task
Package Design Draftsman
Creation of detail models and drawings as needed for manufacturing documentation
Detail models / drawings
Package Design Engineer(Releaser)
Check and release of package design de tails
Relea se of Package Design Details
Responsibili ty:Package Design EngineerExecution: Package Design Draftsman
Creation of order related customer documentati on (drawin gs) re lated to package design
Customer Documen-tati on
Package Design Engineer(Reviewer)
Creation of Review Record
Final Design Review
Responsibili ty:
Package Design EngineerExecution: Package Design Draftsman
Defini tion of package desi gn details according to the order specif ic package design
Detail Design
Description Roles & FunctionsSub Task
Pump and Package Assembling Planning
• Review of order pump assembly requirements
Project Eng ineerIdenti fy a ny necessary
tools and hardware
Identi fy a ny
necessary
tools and hardware
Project Eng ineerFeedback to th e engi neeri ng, product
development and manufa cturing
Follow Up
Project Eng ineerProducing order specif ic procedures
Producing order
specif ic
procedures
Project Eng ineerReview pump assembly
requirements
Review
pump assembl y
requirements
Descripti on Roles & FunctionsSub Task
Project Eng ineerIdenti fy a ny necessary
tools and hardware
Identi fy a ny
necessary
tools and hardware
Project Eng ineerFeedback to th e engi neeri ng, product
development and manufa cturing
Follow Up
Project Eng ineerProducing order specif ic procedures
Producing order
specif ic
procedures
Project Eng ineerReview pump assembly
requirements
Review
pump assembl y
requirements
Descripti on Roles & FunctionsSub Task
Performance and t rain (string) test
• Test / Validation / Acceptance
Test EngineerFeedback to hydraulic
and me chani cal engi neeri ng
Follow-Up
Hydraulic
Engineer
Update the hydrauli c
database
Update the
hydraulic database
Project Eng ineerApproval of test (by
engi neeri ng and/or by customer)
Approval of
test
Test EngineerCreating the customer
test re port
Creating the
customer test re port
Test EngineerComplete unit test (pump with package)
Complete uni t test
Test EngineerPerformance test
(bareshaft pu mp)
Performance
test
Descripti on Roles & FunctionsSub Task
Test EngineerFeedback to hydraulic
and me chani cal engi neeri ng
Follow-Up
Hydraulic
Engineer
Update the hydrauli c
database
Update the
hydraulic database
Project Eng ineerApproval of test (by
engi neeri ng and/or by customer)
Approval of
test
Test EngineerCreating the customer
test re port
Creating the
customer test re port
Test EngineerComplete unit test (pump with package)
Complete uni t test
Test EngineerPerformance test
(bareshaft pu mp)
Performance
test
Descripti on Roles & FunctionsSub Task
Installat ion / Commissioning by Sulzer
• Installation and start-up of pump units by Sulzer
F ield Service
Engineer
Feedback to th e
engi neeri ng, product
development and manufa cturing
Follow-Up
Field Service Engineer
Acceptance by customer
Acceptance
Field Service
Engineer
Preparation for
commissioning and
start u p (alignment check, fil ling of lube oil,
venting)
Preparation
for com-
missioningand start up
F ield Service
Engineer
Install ation of the
equi pment (pipi ng
connecti on, alignment)
Install ation of
the
equi pment
Descripti on Roles & FunctionsSub Task
Field Service
Engineer
Feedback to th e
engi neeri ng, product
development and manufa cturing
Follow-Up
Field Service Engineer
Acceptance by customer
Acceptance
Field Service
Engineer
Preparation for
commissioning and
start u p (alignment check, fil ling of lube oil,
venting)
Preparation
for com-
missioningand start up
F ield Service
Engineer
Install ation of the
equi pment (pipi ng
connecti on, alignment)
Install ation of
the
equi pment
Descripti on Roles & FunctionsSub Task
Installat ion / Commissioning by NON Sulzer
• Installation and start-up of pump units by NON Sul zer(customer or 3rd pa rty)
Customer o r
3rd Party
Feedback to th e
engi neeri ng, product
development and manufa cturing
Follow-Up
Customer o r3rd Party
Acceptance by customer
Acceptance
Customer o r
3rd Party
Preparation for
commissioning and
start u p (alignment check, fil ling of lube oil,
venting)
Preparation
for com-
missioningand start up
Customer o r
3rd Party
Install ation of the
equi pment (pipi ng
connecti on, alignment)
Install ation of
the
equi pment
Descripti on Roles & FunctionsSub Task
Customer o r
3rd Party
Feedback to th e
engi neeri ng, product
development and manufa cturing
Follow-Up
Customer o r3rd Party
Acceptance by customer
Acceptance
Customer o r
3rd Party
Preparation for
commissioning and
start u p (alignment check, fil ling of lube oil,
venting)
Preparation
for com-
missioningand start up
Customer o r
3rd Party
Install ation of the
equi pment (pipi ng
connecti on, alignment)
Install ation of
the
equi pment
Descripti on Roles & FunctionsSub Task
Advance Design Hydraulic (Pump Selection)
• Customized hydrauli c selection of pumps for non
pre-defi ned appl ications
Advance
Hydraulic Engineer
Hydraulic Pump Selecti on
accord ing avail able pattern
Pump
Selection
Advance
Hydraulic Engineer
Definit ion of h ydrauli c
design and test requirements for o rder
processing
Definit ion /
Comple-t ion of
AEPS
Advance Hydraulic
Engineer
Creati on of Review Record
Design Review
Descri ption Roles & FunctionsSub Task
Advance
Hydraulic Engineer
Hydraulic Pump Selecti on
accord ing avail able pattern
Pump
Selection
Advance
Hydraulic Engineer
Definit ion of h ydrauli c
design and test requirements for o rder
processing
Definit ion /
Comple-t ion of
AEPS
Advance Hydraulic
Engineer
Creati on of Review Record
Design Review
Descri ption Roles & FunctionsSub Task
Field Activities
• On site customer support (Inspectio n, Monitoring, Training , Field Mai ntenance (on site repairs), F ield Se rvice, Performa nce and System Analysi s, trouble shouting, ene rgy and environmental audit
Servi ce
Manager
organizat ion of man power,
information assts, tools, logist ic for performing the
ordered task
mobilization
Field EngineerIdentif y needs for Inspect ion, Spare Parts, Repairs,
Ret rof its, …
Identif y further needs
Servi ce Manager
Creating Report and feed back to sales, customer,
engineeri ng and
management
Feed Back to Sales and
Customer
Field EngineerPerforming the task
(Inspect ion, Monitoring, …. )
Performing
Acti vit y
Servi ce Manager
Create Service Order (Type SM02 Fi eld Service), Decide
about warrantee
Create Servi ce Order
Servi ce Manager
update activ iti es according feed back and update report
Follow up
Servi ce Manager
Create Service Notif icati on for the i dentif ied Equipment
of T ype "CSS Fi el d Service"
Create Servi ce
notif icati on
Servi ce
Manager
Identif y Equipment Master
according to the given
Serial#
Identif y
Equipment
Descript ion Roles &
Fu nctions
Sub Task
Servi ce
Manager
organizat ion of man power,
information assts, tools, logist ic for performing the
ordered task
mobilization
Field EngineerIdentif y needs for Inspect ion, Spare Parts, Repairs,
Ret rof its, …
Identif y further needs
Servi ce Manager
Creating Report and feed back to sales, customer,
engineeri ng and
management
Feed Back to Sales and
Customer
Field EngineerPerforming the task
(Inspect ion, Monitoring, …. )
Performing
Acti vit y
Servi ce Manager
Create Service Order (Type SM02 Fi eld Service), Decide
about warrantee
Create Servi ce Order
Servi ce Manager
update activ iti es according feed back and update report
Follow up
Servi ce Manager
Create Service Notif icati on for the i dentif ied Equipment
of T ype "CSS Fi el d Service"
Create Servi ce
notif icati on
Servi ce
Manager
Identif y Equipment Master
according to the given
Serial#
Identif y
Equipment
Descript ion Roles &
Fu nctions
Sub Task
Inventory Management
• identifi cation and need quanti ty of crit ical parts• triggering procurement, shi pment and storage
• call of / (trigger shipment)
• trigger fi eld activi ties
i nventory
manager
Storage of partsbook to stock
location
i nventory
manager
fi lling up the customer
related ware house
(ZKB -> de livery, post god issue)
consignment
f ill up
i nventory
manager
book from storage for
use, noti fication to sulzer, billing
consignment
issue
i nventory manager
identifi cation and need of quantity of crit ical
parts
Identi fication of need
service centre
manager
Triggering of ordered
fi eld activiti es
trigger f ield
acti vi ties
Descript ion Rol es & FunctionsSub Task
i nventory
manager
Storage of partsbook to stock
location
i nventory
manager
fi lling up the customer
related ware house
(ZKB -> de livery, post god issue)
consignment
f ill up
i nventory
manager
book from storage for
use, noti fication to sulzer, billing
consignment
issue
i nventory manager
identifi cation and need of quantity of crit ical
parts
Identi fication of need
service centre
manager
Triggering of ordered
fi eld activiti es
trigger f ield
acti vi ties
Descript ion Rol es & FunctionsSub Task
Dismantling, Inspection, Repair
• Dismantling and Inspection of a bare shaft pump. Repair,
Pa rt replacement by Spare Parts
Service Center
Perform di smantling, inspect ion according task lis t. Analyze i nspection.
Dism ant ling / Inspection
see Order Design Engineering: "Data Collect ion & Analysi s"
Data Collect ion& Analysis
Service Center
Update / Adjust servi ce order structure according the findings out of the inspect ion by adding new service orders, est imated durat ions, spare part requi sit ions etc.
Update / Adjust Servi ce Order St ructure
Service Center
Create quote based on the Service Order Structure
Create Quote
Service Center
Create Purchase Order based on the Quote comprising the ordered Service Orders / Spare Parts Orders (update / adjust
Service Order Structure according customer decision)
Create Purchase Order
Service Center
Ident ify Equipment Master according to the given Serial #
Identif y Equipment
see Operation / CSS / Repai r "Spare Part"Perform Spare Part
Service Center
Create St ructure of Service Orders with Service Order Type
"Dismant ling / Inspect ion" as top. Assign Task List to each Service Order
Create Service Order S tructure
Service Center
Perform Repair TasksPerform Servi ce Repair
see Preservation / Crat ing / Dispatch / Shipment : "Packaging & Shippi ngf "
Packaging & Shipping
Service Center
Create Service Order (Type SM01 Repair), Decide about warrantee
Create Service Order
Service Center
Create Service Not ification for the ident ified Equipment of T ype "CSS Service RMA"
Create Service notif icati on
Descripti on Roles &
Funct ions
Sub T ask
Service Center
Perform di smantling, inspect ion according task lis t. Analyze i nspection.
Dism ant ling / Inspection
see Order Design Engineering: "Data Collect ion & Analysi s"
Data Collect ion& Analysis
Service Center
Update / Adjust servi ce order structure according the findings out of the inspect ion by adding new service orders, est imated durat ions, spare part requi sit ions etc.
Update / Adjust Servi ce Order St ructure
Service Center
Create quote based on the Service Order Structure
Create Quote
Service Center
Create Purchase Order based on the Quote comprising the ordered Service Orders / Spare Parts Orders (update / adjust
Service Order Structure according customer decision)
Create Purchase Order
Service Center
Ident ify Equipment Master according to the given Serial #
Identif y Equipment
see Operation / CSS / Repai r "Spare Part"Perform Spare Part
Service Center
Create St ructure of Service Orders with Service Order Type
"Dismant ling / Inspect ion" as top. Assign Task List to each Service Order
Create Service Order S tructure
Service Center
Perform Repair TasksPerform Servi ce Repair
see Preservation / Crat ing / Dispatch / Shipment : "Packaging & Shippi ngf "
Packaging & Shipping
Service Center
Create Service Order (Type SM01 Repair), Decide about warrantee
Create Service Order
Service Center
Create Service Not ification for the ident ified Equipment of T ype "CSS Service RMA"
Create Service notif icati on
Descripti on Roles &
Funct ions
Sub T ask
Spare Part Handling
• Identif ication of needed spare part, quotati on,
manufacturing and del ivery of spare part
Service CentreIdentif y Equipment Master according to the given Serial#
Identif y Equipment
see Procurement / Production Engineering: "SPGT Demand / Capacity Planni ng"
Demand Capacity P lanning
Service CentreCreate Sal es Order f rom the Quotation with the order of the customer
Create Sales Order
Service CentreCreate Order BOM for Each line item of Sales Order with all belongi ng sub components lis ted in the Equipm ent BOM
Create Order BOM
see Components / Parts Manufacturing: "Production in Service Center / Manufacturi ng Cent re", "In Process Inspection", "In Process Assembly Inspection"
Producti on, Inspection
see Procurement / Production Engineering: "Inventory Management ", "Received Goods Inspection"
Inventory Management / Producti on
see Procurement / Production Engineering: "Production Order Creation"
Producti on Order Creati on
see Preservat ion / Crating / Di spatch / Shipment : "Packagi ng & Shipping"
Packaging & Shipping
Service CentreSelect Components to be quoted from the related Equipment BOM 's
Create Quote
Service CentreCreate Service Notif icati on for the identif ied Equipment of Type "CSS Parts Quote / Sale"
Create Servi ce notif icati on
Descript ion Roles & Functi ons
Sub T ask
Service CentreIdentif y Equipment Master according to the given Serial#
Identif y Equipment
see Procurement / Production Engineering: "SPGT Demand / Capacity Planni ng"
Demand Capacity P lanning
Service CentreCreate Sal es Order f rom the Quotation with the order of the customer
Create Sales Order
Service CentreCreate Order BOM for Each line item of Sales Order with all belongi ng sub components lis ted in the Equipm ent BOM
Create Order BOM
see Components / Parts Manufacturing: "Production in Service Center / Manufacturi ng Cent re", "In Process Inspection", "In Process Assembly Inspection"
Producti on, Inspection
see Procurement / Production Engineering: "Inventory Management ", "Received Goods Inspection"
Inventory Management / Producti on
see Procurement / Production Engineering: "Production Order Creation"
Producti on Order Creati on
see Preservat ion / Crating / Di spatch / Shipment : "Packagi ng & Shipping"
Packaging & Shipping
Service CentreSelect Components to be quoted from the related Equipment BOM 's
Create Quote
Service CentreCreate Service Notif icati on for the identif ied Equipment of Type "CSS Parts Quote / Sale"
Create Servi ce notif icati on
Descript ion Roles & Functi ons
Sub T ask
Feasibility Study
• Eval uation of product and pro cess requi rements• Eval uation of hydraulic and mechanical de sign to meet
identif ied customer requ irements
• Eval uation of business pla n• Result: Go or NoGo for the product devel opment o r for
the Tendering
SDCAsses smen t of
fe asibility st udy
OSF, Leg al Entitie s, Plants , PUMT (Fin al
de cision a bou t
pr odu ction s trat egy)
So urcin g Stra tegy, locatio n of man ufact uring , ma ke o r bu y
Pro duct io n Str ateg y
Cost estim ation
CSS Pr oject Man age r
Cost Estim ationCo st Study
Segm ent Man age r, CSS
Pro je ct Ma nag er, Reg ional Sa les Ma nag er
Mar ket Stu dyCo mme rcial
Stud y
Advan ce Eng ineer ,
Pro duct De velop men t Ma nag er, CSS
Engin eer ing
Conce pt Deve lopm ent and
Eva luatio n
Techn ical Stud y
Eva luatio n of need ed r esou rces
and comp ariso n with availab le
reso urce s
Descript ion
Pro duct De velop men t,
Lo gistics ( Oper ation s),
CSS, Engine erin g,
Ma rke ting
Roles & Functions
Re sour ce
Evalu ation
Sub Task
SDCAsses smen t of
fe asibility st udy
OSF, Leg al Entitie s, Plants , PUMT (Fin al
de cision a bou t
pr odu ction s trat egy)
So urcin g Stra tegy, locatio n of man ufact uring , ma ke o r bu y
Pro duct io n Str ateg y
Cost estim ation
CSS Pr oject Man age r
Cost Estim ationCo st Study
Segm ent Man age r, CSS
Pro je ct Ma nag er, Reg ional Sa les Ma nag er
Mar ket Stu dyCo mme rcial
Stud y
Advan ce Eng ineer ,
Pro duct De velop men t Ma nag er, CSS
Engin eer ing
Conce pt Deve lopm ent and
Eva luatio n
Techn ical Stud y
Eva luatio n of need ed r esou rces
and comp ariso n with availab le
reso urce s
Descript ion
Pro duct De velop men t,
Lo gistics ( Oper ation s),
CSS, Engine erin g,
Ma rke ting
Roles & Functions
Re sour ce
Evalu ation
Sub Task
Identification of development needs
• Identifi cat ion of customer needs
• Identifi cat ion of manufacturing / production needs• Development input through new technologi es
• Consultat ion of other Business Se gments (if needed) • Col lection / priorit izat ion of development needs
SDCPrio ritization of
Deve lopm ent
n eeds
BS Port folio m anag erCollectio n / Sum mar ization of
dev elopm ent need s
Colle ction
Deve lopm ent
n eeds
PDDevelo pme nt inp ut th rou gh n ew
tech nolog ies, im prove d
kno wle dge
Deve lopm ent
inp ut
BS Port folio m anag erIde ntificatio n of custom er need sCus tome r ne eds
BA GOUIde ntificatio n of need s fro m th e
poin t of vie w of m anu factu ring costs and pro duction
dev elopm ent
M anuf actur ing /
Pro ductio n ne eds
Descript ion Rol es & FunctionsSub Task
SDCPrio ritization of
Deve lopm ent
n eeds
BS Port folio m anag erCollectio n / Sum mar ization of
dev elopm ent need s
Colle ction
Deve lopm ent
n eeds
PDDevelo pme nt inp ut th rou gh n ew
tech nolog ies, im prove d
kno wle dge
Deve lopm ent
inp ut
BS Port folio m anag erIde ntificatio n of custom er need sCus tome r ne eds
BA GOUIde ntificatio n of need s fro m th e
poin t of vie w of m anu factu ring costs and pro duction
dev elopm ent
M anuf actur ing /
Pro ductio n ne eds
Descript ion Rol es & FunctionsSub Task
Innovation Activit ies (Idea generat ion)
• The generation of ideas is enabled or facilitated by
concrete activitie s or by having a system to submit an idea anytime
SDCEvalua tion a nd a ssessm ent o f idea s
filed in th e IDEA poo l
Id ea
a ssessme nt
I nnova tion Mana gerIDEA gr oup c ombin es all a ctivities
pla nned to g ener ate / enr ich ide as
on a sp ecific to pic (wor kshop s, ca mpaig ns, q uestion nair e,
int erviews)
IDEA gr oup
I nnova tion Mana ger sIDEA sub is the possibility t o sub mit
an idea via intr ane t
IDEA sub
Descri ption Rol es & FunctionsSub Task
SDCEvalua tion a nd a ssessm ent o f idea s
filed in th e IDEA poo l
Id ea
a ssessme nt
I nnova tion Mana gerIDEA gr oup c ombin es all a ctivities
pla nned to g ener ate / enr ich ide as
on a sp ecific to pic (wor kshop s, ca mpaig ns, q uestion nair e,
int erviews)
IDEA gr oup
I nnova tion Mana ger sIDEA sub is the possibility t o sub mit
an idea via intr ane t
IDEA sub
Descri ption Rol es & FunctionsSub Task
Basic Design Hydraulic
• Defi nes and val idate s the hydraulic concept and design
SDC / PDCAs ses sment
of f easibil ity s tudy
Hy draulic
Development Engineer
Proof of the hydraulic geometry
by calculation and/ or physic al tests
Validation
Hy draulic Development Engineer
Creation of R ev iew Rec ordFinal D es ign R eview
Hy draulic Development Engineer
Defin ition of hydraulic arrangement/conc ept
C oncept
Hy draulic Development
Engineer
Defin ition of hydraulic geometry to suit the
arrangement/conc ept
D esign
Follow up on tests and operations exper ience
Descript ion
Hy draulic Development
Engineer
Roles & Functions
Feedback / Follow up
Sub Task
SDC / PDCAs ses sment
of f easibil ity s tudy
Hy draulic
Development Engineer
Proof of the hydraulic geometry
by calculation and/ or physic al tests
Validation
Hy draulic Development Engineer
Creation of R ev iew Rec ordFinal D es ign R eview
Hy draulic Development Engineer
Defin ition of hydraulic arrangement/conc ept
C oncept
Hy draulic Development
Engineer
Defin ition of hydraulic geometry to suit the
arrangement/conc ept
D esign
Follow up on tests and operations exper ience
Descript ion
Hy draulic Development
Engineer
Roles & Functions
Feedback / Follow up
Sub Task
Product Data Preparation Bareshaft Pump
• Creati ng/Maintaining Pro duct Da ta El ements and
configurati on information as requi red to support the sale s,
manufa cturing and CSS processe s
Prod uct Da ta Eng in eerCr eatin g/Ma inta in ing Pr oduc t Data Elements and conf ig ura tion
inf ormation as r equ ired to su ppo rt
th e manu factu ring and CSS
p roce sses ( includ in g co sts)
Pro duct ion d ata
Prod uct Da ta Eng in eer ,
Mar ketin g / Sa le s, Ope ratio ns
Valida ting Pr odu ct Data Eleme nts
a nd co nfigu rat io n inf ormation as r equ ired to su ppo rt th e sale s,
manu factu ring and CSS
p roce sses ( includ in g co sts)
Re view,
Valid ation and Re lease of
d ata
Hydr aulic De velopmen t
Engine er
Cr eatio n/Ma inta in ing / Relea se
Sele ction Ca talog ue (on the Ba sic
p erfo rmance Curve )
Sele ction
Ca talog ue
Prod uct Da ta Eng in eer , Mar ketin g / Sa le s,
Ope ratio ns
Mainta ining Pr odu ct Dat a Elements and conf ig ura tion infor -
mation as r equ ired to su ppo rt th e
sa les, manu factu ring and CSS
p roce sses ( includ in g co sts)
Follow- up
Prod uct Da ta Eng in eerCr eatin g/Ma inta in ing Pr oduc t Data
Elements and conf ig ura tion infor -
mation as r equ ired to su ppo rt th e
sa les pr ocess es ( in cludin g pr icing)
Sale s dat a
Descripti on Roles & FunctionsSub Task
Prod uct Da ta Eng in eerCr eatin g/Ma inta in ing Pr oduc t Data Elements and conf ig ura tion
inf ormation as r equ ired to su ppo rt
th e manu factu ring and CSS
p roce sses ( includ in g co sts)
Pro duct ion d ata
Prod uct Da ta Eng in eer ,
Mar ketin g / Sa le s, Ope ratio ns
Valida ting Pr odu ct Data Eleme nts
a nd co nfigu rat io n inf ormation as r equ ired to su ppo rt th e sale s,
manu factu ring and CSS
p roce sses ( includ in g co sts)
Re view,
Valid ation and Re lease of
d ata
Hydr aulic De velopmen t
Engine er
Cr eatio n/Ma inta in ing / Relea se
Sele ction Ca talog ue (on the Ba sic
p erfo rmance Curve )
Sele ction
Ca talog ue
Prod uct Da ta Eng in eer , Mar ketin g / Sa le s,
Ope ratio ns
Mainta ining Pr odu ct Dat a Elements and conf ig ura tion infor -
mation as r equ ired to su ppo rt th e
sa les, manu factu ring and CSS
p roce sses ( includ in g co sts)
Follow- up
Prod uct Da ta Eng in eerCr eatin g/Ma inta in ing Pr oduc t Data
Elements and conf ig ura tion infor -
mation as r equ ired to su ppo rt th e
sa les pr ocess es ( in cludin g pr icing)
Sale s dat a
Descripti on Roles & FunctionsSub Task
Shipping of customer documentation
• Compil ing a nd shipping of the customer documenta tion
Documentat ionShipping of c ompiled c ust omer doc umentation t o
c ust omer
Shipping of c ust omer
doc umentation
Documentat ionPreparat ion of customer
doc umentation according t o order and conf iguration
C ompiling of
c ust omer doc umentation
Descripti on Roles & FunctionsSub Task
Documentat ionShipping of c ompiled c ust omer doc umentation t o
c ust omer
Shipping of c ust omer
doc umentation
Documentat ionPreparat ion of customer
doc umentation according t o order and conf iguration
C ompiling of
c ust omer doc umentation
Descripti on Roles & FunctionsSub Task
Packing & Shipping
• Packaging and shippi ng
Logistic sPacking of the it ems into the pac kage ac cording to the
pac king list
Packing of it ems
Logistic sC reation of the deliv ery not e according t o t he
c haracteris tics of the according s ales order
C reation of deliv ery tags
Logistic sc opy of delivery note and marking what items are
pac ked in the package
C reation of pac king lis t
Logistic sC reation of the deliv ery not e
according t o t he c haracteris tics of the
according s ales order
C reation of
deliv ery not e
Logistic sC reation of the deliv eryC reation of
deliv ery
Descripti on Roles & FunctionsSub Task
Logistic sPacking of the it ems into the pac kage ac cording to the
pac king list
Packing of it ems
Logistic sC reation of the deliv ery not e according t o t he
c haracteris tics of the according s ales order
C reation of deliv ery tags
Logistic sc opy of delivery note and marking what items are
pac ked in the package
C reation of pac king lis t
Logistic sC reation of the deliv ery not e
according t o t he c haracteris tics of the
according s ales order
C reation of
deliv ery not e
Logistic sC reation of the deliv eryC reation of
deliv ery
Descripti on Roles & FunctionsSub Task
Product ion in Service Centre /
Manufacturing Centre
• Parts manufacturing
Manuf ac tur ingR eport of task duration in
AutoTime
R eport of
durat ion
Manuf ac tur ingC onfirmation of t ask s in AutoTime
C onfirmation of t ask
Manuf ac tur ingC onfirmation of t ask s in AutoTime
doc umentation
Produc tion according t o
product ion order
Descripti on Roles & FunctionsSub Task
Manuf ac tur ingR eport of task duration in
AutoTime
R eport of
durat ion
Manuf ac tur ingC onfirmation of t ask s in AutoTime
C onfirmation of t ask
Manuf ac tur ingC onfirmation of t ask s in AutoTime
doc umentation
Produc tion according t o
product ion order
Descripti on Roles & FunctionsSub Task
In Process Inspection
• Item inspection within p roduction / logisti c process• Do cumenta tion of inspecti on results within QA data package
Manuf ac tur ingD ocument t he ins pection
res ult
D ocument
inspect ion
res ult
Manuf ac tur ingSc an and / or file the
inspect ion repor t to the file
s ystem and make repor t
accessib le to QA
Sc an and / or
f ile inspec tion
repor t
QA EngineerAdd inspec tion repor ts to the
QA data pack age
Add inspection
repor t t o QA
dat a pac kage
Manuf ac tur ingR eport inspect ion
c haracteris tic and c omplete inspect ion task
R eport
inspect ion c haracteris tic /
c omplete
inspect ion task
Manuf ac tur ingPerf orm item ins pection
according inspect ion task and applicable qualit y
procedures
I tem I ns pection
Descripti on Roles & FunctionsSub Task
Manuf ac tur ingD ocument t he ins pection
res ult
D ocument
inspect ion
res ult
Manuf ac tur ingSc an and / or file the
inspect ion repor t to the file
s ystem and make repor t
accessib le to QA
Sc an and / or
f ile inspec tion
repor t
QA EngineerAdd inspec tion repor ts to the
QA data pack age
Add inspection
repor t t o QA
dat a pac kage
Manuf ac tur ingR eport inspect ion
c haracteris tic and c omplete inspect ion task
R eport
inspect ion c haracteris tic /
c omplete
inspect ion task
Manuf ac tur ingPerf orm item ins pection
according inspect ion task and applicable qualit y
procedures
I tem I ns pection
Descripti on Roles & FunctionsSub Task
In process assembly Inspection
• Item inspection within a ssembly process
• Do cumenta tion of inspecti on results within QA data package
Manuf ac tur ingD ocument t he ins pection res ult
D ocument inspect ion
res ult
Manuf ac tur ingSc an and / or file the inspect ion repor t to the file
s ystem and make repor t accessib le to QA
Sc an and / or f ile inspec tion
repor t
QA EngineerAdd inspec tion repor ts to the QA data pack age
Add inspection repor t t o QA
dat a pac kage
Manuf ac tur ingR eport inspect ion
c haracteris tic and c omplete inspect ion task
R eport
inspect ion c haracteris tic /
c omplete inspect ion task
Manuf ac tur ingPerf orm as sembly inspect ion according
inspect ion task and applicable quality
procedures
I tem I ns pection
Descripti on Roles & FunctionsSub Task
Manuf ac tur ingD ocument t he ins pection res ult
D ocument inspect ion
res ult
Manuf ac tur ingSc an and / or file the inspect ion repor t to the file
s ystem and make repor t accessib le to QA
Sc an and / or f ile inspec tion
repor t
QA EngineerAdd inspec tion repor ts to the QA data pack age
Add inspection repor t t o QA
dat a pac kage
Manuf ac tur ingR eport inspect ion
c haracteris tic and c omplete inspect ion task
R eport
inspect ion c haracteris tic /
c omplete inspect ion task
Manuf ac tur ingPerf orm as sembly inspect ion according
inspect ion task and applicable quality
procedures
I tem I ns pection
Descripti on Roles & FunctionsSub Task
Received Good Inspection
• Inspection o f the manufactured parts
C heck dimensions as
required wit hin the purc hase order
D imensional
inspect ion
Sc an all rereceived QA doc umentation / certif icates
and mak e t he accessib le to the QA
Sc an QA docs / c er tifidat es
Add scanned QA
doc umentation, cer tif icat es to t he QA data package
Add QA docs /
c er tific ates t o QA data pac kage
C heck f or any damages of pac king and received good
Perf orm visual inspect ion
C heck f or required
c er tificates and other QA related doc uments
Perf orm QA
related inspect ion
Descripti on Roles & FunctionsSub Task
C heck dimensions as
required wit hin the purc hase order
D imensional
inspect ion
Sc an all rereceived QA doc umentation / certif icates
and mak e t he accessib le to the QA
Sc an QA docs / c er tifidat es
Add scanned QA
doc umentation, cer tif icat es to t he QA data package
Add QA docs /
c er tific ates t o QA data pac kage
C heck f or any damages of pac king and received good
Perf orm visual inspect ion
C heck f or required
c er tificates and other QA related doc uments
Perf orm QA
related inspect ion
Descripti on Roles & FunctionsSub Task
Sales Order Creat ion / Project Structure Setup
• Create Sales Order and the Top L evel Project Structure according to the Type of Sold Pump Type or Project
Sys tem /
Project Engineer
Creation of the top level (1s t
level) of t he project struc ture according to the type of project
Top Lev el
Project s tructure
c reation
Tender ing EngineerCreation of the W BS, netw ork
and tasks ac cording to the requirements of the project
W BS /
N etw ork c reation
Sys temCreation of the Equipment Mas ter (automatic ally by SAP Genesis )
Equipment Master C reation
Project EngineerAdd all relevant end it ems (pump t ype) and s pare par ts to
the sales order
Add re levant end items
Project EngineerCreate Sales Order Sales Order
C reation
Descri ption Roles & FunctionsSub Task
Sys tem /
Project Engineer
Creation of the top level (1s t
level) of t he project struc ture according to the type of project
Top Lev el
Project s tructure
c reation
Tender ing EngineerCreation of the W BS, netw ork
and tasks ac cording to the requirements of the project
W BS /
N etw ork c reation
Sys temCreation of the Equipment Mas ter (automatic ally by SAP Genesis )
Equipment Master C reation
Project EngineerAdd all relevant end it ems (pump t ype) and s pare par ts to
the sales order
Add re levant end items
Project EngineerCreate Sales Order Sales Order
C reation
Descri ption Roles & FunctionsSub Task
Set Up Project Documentation St ructure
• Set Up Customer Do cumenta tion Structure
Project EngineerLink Customer Document ation
to the sales order
Set up link to
s ales order
Set up C us tomer
Documentat ion Struc ture according Project Ty pe and
Customer requirements
Setup
c ust omer doc umentati
on
Add line item entr ies for order
related c ust omer documentation
Add Line
it ems to OtrderBOM
Descri ption Roles & FunctionsSub Task
Project EngineerLink Customer Document ation
to the sales order
Set up link to
s ales order
Set up C us tomer
Documentat ion Struc ture according Project Ty pe and
Customer requirements
Setup
c ust omer doc umentati
on
Add line item entr ies for order
related c ust omer documentation
Add Line
it ems to OtrderBOM
Descri ption Roles & FunctionsSub Task
Pattern Design
• Spe cif ication Pattern De si gn and provi si on of the raw cast
drawings
Creation of pattern mas ter (materia l mas ter) , patt ern set s
(pattern p iece mas ter, materia l BOM) and patt ern hist ory
record (mater ia l)
Pattern dat a preparation
Purchas e pattern ac cording casting requirements and given
casting model / drawing
Purc hase pat tern
Incorporat ion of changes
sugges ted by t he pattern vendor
U pdate
c ast ing
Creation of the cast ing model /
casting draw ing to fit the requirements
C reate
c ast ing model
Defin ition of t he requirements regarding the casting (c ast
met hod, to lerances , bas ic mat er ial etc .)
C ast ing requirement
def inition
Descri ption Roles & FunctionsSub Task
Creation of pattern mas ter (materia l mas ter) , patt ern set s
(pattern p iece mas ter, materia l BOM) and patt ern hist ory
record (mater ia l)
Pattern dat a preparation
Purchas e pattern ac cording casting requirements and given
casting model / drawing
Purc hase pat tern
Incorporat ion of changes
sugges ted by t he pattern vendor
U pdate
c ast ing
Creation of the cast ing model /
casting draw ing to fit the requirements
C reate
c ast ing model
Defin ition of t he requirements regarding the casting (c ast
met hod, to lerances , bas ic mat er ial etc .)
C ast ing requirement
def inition
Descri ption Roles & FunctionsSub Task
Demand / Capacity Planning, Project Scheduling
• Perform Demand (Materials) and Capacity (Human
Ressources) and adjust project schedul ing a ccording
ava ilable resou rces and boundaries given by the con tract
Mas ter Sc heduler /
Sys tem
Review res ulting project
sc hedule
R eview
Sc hedule
Mas ter Sc heduler /
Sys tem
Calculate demands according
the Order BOM or W BS st ructure
MRP Run
Mas ter Sc heduler / Sys tem
adjust p lanning in order to meet c ontract ed sc hedule
Opt imize / U pdate
Sc hedule
Mas ter Sc heduler /
Sys tem
Export W BS / Network / Task
wit h ass igned pers ons and efforts
Ex port to /
I mport f rom AutoTime
Mas ter Sc hedulerAss ign persons and estimated
effort to the t ask s g iven in the netw ork
As signment
of persons and
estimated effort
Mas ter Sc hedulerEvaluate capacities f or each affected work c enter
C apacit y evaluation
Descri ption Roles & FunctionsSub Task
Mas ter Sc heduler /
Sys tem
Review res ulting project
sc hedule
R eview
Sc hedule
Mas ter Sc heduler /
Sys tem
Calculate demands according
the Order BOM or W BS st ructure
MRP Run
Mas ter Sc heduler / Sys tem
adjust p lanning in order to meet c ontract ed sc hedule
Opt imize / U pdate
Sc hedule
Mas ter Sc heduler /
Sys tem
Export W BS / Network / Task
wit h ass igned pers ons and efforts
Ex port to /
I mport f rom AutoTime
Mas ter Sc hedulerAss ign persons and estimated
effort to the t ask s g iven in the netw ork
As signment
of persons and
estimated effort
Mas ter Sc hedulerEvaluate capacities f or each affected work c enter
C apacit y evaluation
Descri ption Roles & FunctionsSub Task
Project Cost Estimation
• Perform Project Cost Esti mation
(a ctual, plann ed, forecasted)
Project EngineerPerforming cos t estimation
task leading to the according cost report s: actual costs,
p lanned c os ts, fore cas tedcosts
Perf orming
C ost Es timat ion
Project EngineerType in STARS tot al cos t and
tota l pr ice
Type in
STARS Total C ost , Total
Pr ice
Mas ter Sc hedulerImport U SCS cost data I mport USCS
Descri ption Roles & FunctionsSub Task
Project EngineerPerforming cos t estimation
task leading to the according cost report s: actual costs,
p lanned c os ts, fore cas tedcosts
Perf orming
C ost Es timat ion
Project EngineerType in STARS tot al cos t and
tota l pr ice
Type in
STARS Total C ost , Total
Pr ice
Mas ter Sc hedulerImport U SCS cost data I mport USCS
Descri ption Roles & FunctionsSub Task
Pattern Selection
• Sel ect Pattern se t to su it requirements of hydrauli c design
Add pat tern set to order BOMAdd pattern
s et to order BOM
Select patt ern s et to suit hydraulic design
Selec t Pattern Set
Descri ption Roles & FunctionsSub Task
Add pat tern set to order BOMAdd pattern
s et to order BOM
Select patt ern s et to suit hydraulic design
Selec t Pattern Set
Descri ption Roles & FunctionsSub Task
Pattern Planning
• Se lect Patte rn set to suit requirements of hydraulic design
Pat tern EngineerEx change of patt ern piec e parts in the order BOM
according t o t he availability and s tat us
Ex change Pattern
piec es
Pat tern EngineerC heck availability and status of pat tern sets and related pattern piec e parts
c heck availability / as is st ate of
pat tern
Descripti on Roles & FunctionsSub Task
Pat tern EngineerEx change of patt ern piec e parts in the order BOM
according t o t he availability and s tat us
Ex change Pattern
piec es
Pat tern EngineerC heck availability and status of pat tern sets and related pattern piec e parts
c heck availability / as is st ate of
pat tern
Descripti on Roles & FunctionsSub Task
Inventory Management
• Creation of purchase order, goo d recepti on and stocking
Tr igger rec eived goods inspect ion, QA c ontrol)
Tr igger rec eiv ed
goods inspec tion
R eceipt goods and book ing to the ins pection stock
Goods rec eipt
Book goods to project stock or
f ree s tock acc ording type of purchas e order
Book to
project s toc k / free st ock
C reate Purc hase order according t o t he prerequisition
(planned order)
C reat e Purc hase
Order
Descripti on Roles & FunctionsSub Task
Tr igger rec eived goods inspect ion, QA c ontrol)
Tr igger rec eiv ed
goods inspec tion
R eceipt goods and book ing to the ins pection stock
Goods rec eipt
Book goods to project stock or
f ree s tock acc ording type of purchas e order
Book to
project s toc k / free st ock
C reate Purc hase order according t o t he prerequisition
(planned order)
C reat e Purc hase
Order
Descripti on Roles & FunctionsSub Task
Production Order Creation
• Creation of pl anned orders an d release of planned orders to
production order
Mast er SchedulerR elease of t he planned order to a work order, d ist ribution of
the work order with all related doc uments to the work centers
R eleas e Planned
Order t o Production
Order
Mast er SchedulerC reation of the planned orders
according t o t he optimiz ed c apacit y planning
C reat ion of
Planned Orders
Descripti on Roles & FunctionsSub Task
Mast er SchedulerR elease of t he planned order to a work order, d ist ribution of
the work order with all related doc uments to the work centers
R eleas e Planned
Order t o Production
Order
Mast er SchedulerC reation of the planned orders
according t o t he optimiz ed c apacit y planning
C reat ion of
Planned Orders
Descripti on Roles & FunctionsSub Task
Fabrication Engineering
• Se lect Patte rn set to suit requirements of hydraulic design
Product ion EngineerC reate N C programmes f or the manufacturing on CN C machines
N C Program-ming
Product ion EngineerD efine and document design
f or required jig and tools
J ig & Tool
des ign
Product ion EngineerD efine and document design
f or required int ermediat e product ion steps
I ntermediate
s tep des ign
Descripti on Roles & FunctionsSub Task
Product ion EngineerC reate N C programmes f or the manufacturing on CN C machines
N C Program-ming
Product ion EngineerD efine and document design
f or required jig and tools
J ig & Tool
des ign
Product ion EngineerD efine and document design
f or required int ermediat e product ion steps
I ntermediate
s tep des ign
Descripti on Roles & FunctionsSub Task
Create Routing
• Se lect Patte rn set to suit requirements of hydraulic design
Product ion EngineerAdd inspection tas ks and inspect ion characteris tics
according t o t he applicable quality plan (st andard or order
related)
Add inspec tion
t ask s / inspec tion
c haracteris -t ics
Product ion EngineerAdd lead times , c hange copied lead times
add lead t imes
Product ion EngineerC reate routing from sc ratch or by c opy of exis ting routing
C reat e of routing
Descripti on Roles & FunctionsSub Task
Product ion EngineerAdd inspection tas ks and inspect ion characteris tics
according t o t he applicable quality plan (st andard or order
related)
Add inspec tion
t ask s / inspec tion
c haracteris -t ics
Product ion EngineerAdd lead times , c hange copied lead times
add lead t imes
Product ion EngineerC reate routing from sc ratch or by c opy of exis ting routing
C reat e of routing
Descripti on Roles & FunctionsSub Task
Optimization of Capacity Planning
• Evalua tion of running and planned work, optimization o f workl oad and planned order creation
Mast er SchedulerOpt imizat ion of work load for workcent ers, update of the
planned work ac cordingly
C apac ity opt imizat ion
Mast er SchedulerEv aluation of running and planned work (c ombined in
c ommon hierarchy)
Ev aluat ion of running and
planned work (combined in
c ommon hierarchy)
Descripti on Roles & FunctionsSub Task
Mast er SchedulerOpt imizat ion of work load for workcent ers, update of the
planned work ac cordingly
C apac ity opt imizat ion
Mast er SchedulerEv aluation of running and planned work (c ombined in
c ommon hierarchy)
Ev aluat ion of running and
planned work (combined in
c ommon hierarchy)
Descripti on Roles & FunctionsSub Task
Global Engineering Task
SPLM | slide 16
Feasibili ty Study
• Evaluation of product and process requirements
• Evaluation of hydraulic and mechanical design to meet identified customer r equirements
• Result: Go or NoGo for the product development or f ort he Tendering
OSF, L e ga l Enti t ie s, Pl an ts , PUM T (F in al
d ec is io n a bo ut p rod uc ti o n stra te gy )
So urci n g Stra teg y, lo ca tio n o f m an ufac turi ng , m ak e or b uy
Pro du ctio n Strate gy
Co st es tima tio nCSS Pro j ec t Ma na g er
Co st Estim ati onTec hn i cal Stud y
Se gme n t Ma na g er, CSS Proj e ct Man a ge r,
Re gion a l Sales Man a ge r
Ma rke t Stu dyCo mme rci al Stud y
Ad van ce Eng in ee r,Prod u ct Deve lop me nt
Ma n ag er, CSS En gine eri ng
Co nc ep t De ve lo pm en t a n d Eva lua tio n
Tec hn i cal Stud y
Eva lua tio n of n ee de d re sou rce s a nd
c omp a riso n wi th a va il ab le re so urc es
Description
Prod u ct Deve lop me nt,
L og is tic s (Ope rati on s), CSS, En gin ee rin g, Ma rke tin g
Roles & Functions
Re so urc e
Eva lua tio n
S ub Task
OSF, L e ga l Enti t ie s, Pl an ts , PUM T (F in al
d ec is io n a bo ut p rod uc ti o n stra te gy )
So urci n g Stra teg y, lo ca tio n o f m an ufac turi ng , m ak e or b uy
Pro du ctio n Strate gy
Co st es tima tio nCSS Pro j ec t Ma na g er
Co st Estim ati onTec hn i cal Stud y
Se gme n t Ma na g er, CSS Proj e ct Man a ge r,
Re gion a l Sales Man a ge r
Ma rke t Stu dyCo mme rci al Stud y
Ad van ce Eng in ee r,Prod u ct Deve lop me nt
Ma n ag er, CSS En gine eri ng
Co nc ep t De ve lo pm en t a n d Eva lua tio n
Tec hn i cal Stud y
Eva lua tio n of n ee de d re sou rce s a nd
c omp a riso n wi th a va il ab le re so urc es
Description
Prod u ct Deve lop me nt,
L og is tic s (Ope rati on s), CSS, En gin ee rin g, Ma rke tin g
Roles & Functions
Re so urc e
Eva lua tio n
S ub Task
Basic Design Hydraul ic
• Defines and validates the hydraulic concept and design
Hy draul ic
Dev elopm ent
Engineer
Proof of the hydraul ic geom etry
by c alc ulation and/or phys ic al
tests
Val idation
Hy draul ic
Dev elopm ent Engineer
Creation of Rev iew RecordFinal
Des ign Rev iew
Hy draul ic
Dev elopm ent
Engineer
Defini tion of hydraulic
arrangement/c onc ept
Concept
Hy draul ic Dev elopm ent
Engineer
Defini tion of hydraulic geom etry to sui t the arrangement/conc ept
Des ign
Follow up on tes ts and operations ex perienc e
D es c ription
Hy draul ic Dev elopm ent
Engineer
R oles & Func tions
Feedback / Follow up
S ub Tas k
Hy draul ic
Dev elopm ent
Engineer
Proof of the hydraul ic geom etry
by c alc ulation and/or phys ic al
tests
Val idation
Hy draul ic
Dev elopm ent Engineer
Creation of Rev iew RecordFinal
Des ign Rev iew
Hy draul ic
Dev elopm ent
Engineer
Defini tion of hydraulic
arrangement/c onc ept
Concept
Hy draul ic Dev elopm ent
Engineer
Defini tion of hydraulic geom etry to sui t the arrangement/conc ept
Des ign
Follow up on tes ts and operations ex perienc e
D es c ription
Hy draul ic Dev elopm ent
Engineer
R oles & Func tions
Feedback / Follow up
S ub Tas k
Basic Design Baresha ft Pump
• Defines and validates the mechanical concept and design
• Cr eatio n of detail drawings• Cr eatio n of BOM
Me ch an i ca l De ve lo pm en t En gine er
Crea tio n o f c om po ne nts d eta il s for p urch as in g a nd ma nu fa ctu rin g
De t. d rawing s/ m od el s
Me ch an i ca l
De ve lo pm en t En gine er
Co nfirm ati on o f man ufa ctu ra b il ity
o f the co nc ep t
Ma n ufac turi ng
c on ce pts
Me ch an i ca l De ve lo pm en t En gine er
Proo f o f th e me ch an i cal de si gn by p hys ic al tests
Va li da tio n
Me ch an i ca l
De ve lo pm en t En gine er
Fol lo w up on te sts a nd o p era ti o ns
e xpe ri en ce
Fol l ow u p
Me ch an i ca l
De ve lo pm en t En gine er
De fi ni t io n o f d es ig n d eta il s a nd
ma teri al s o f co n struc ti on
De tai l De si gn
Me ch an i ca l
De ve lo pm en t En gine er
De fi ni t io n o f d es ig n l imi ts a n d
p ro o f o f the me ch an ic al ge ome try b y ca lc ul ati on
Ve rif i ca ti on
Me ch an i ca l De ve lo pm en t En gine er
Crea tio n o f Re view Re co rdDe sign Re view
Me ch an i ca l De ve lo pm en t En gine er
De fi ni t io n o f m ec ha ni ca l a rra ng e men t / co nc ep t
Co nc ep t
Me ch an i ca l De ve lo pm en t En gine er
De fi ni t io n o f m ec ha ni ca l g eo me try to su i t the arra ng em en t / co nc ep t
De sign
Descr ipt ion Roles & FunctionsS ub Task
Me ch an i ca l De ve lo pm en t En gine er
Crea tio n o f c om po ne nts d eta il s for p urch as in g a nd ma nu fa ctu rin g
De t. d rawing s/ m od el s
Me ch an i ca l
De ve lo pm en t En gine er
Co nfirm ati on o f man ufa ctu ra b il ity
o f the co nc ep t
Ma n ufac turi ng
c on ce pts
Me ch an i ca l De ve lo pm en t En gine er
Proo f o f th e me ch an i cal de si gn by p hys ic al tests
Va li da tio n
Me ch an i ca l
De ve lo pm en t En gine er
Fol lo w up on te sts a nd o p era ti o ns
e xpe ri en ce
Fol l ow u p
Me ch an i ca l
De ve lo pm en t En gine er
De fi ni t io n o f d es ig n d eta il s a nd
ma teri al s o f co n struc ti on
De tai l De si gn
Me ch an i ca l
De ve lo pm en t En gine er
De fi ni t io n o f d es ig n l imi ts a n d
p ro o f o f the me ch an ic al ge ome try b y ca lc ul ati on
Ve rif i ca ti on
Me ch an i ca l De ve lo pm en t En gine er
Crea tio n o f Re view Re co rdDe sign Re view
Me ch an i ca l De ve lo pm en t En gine er
De fi ni t io n o f m ec ha ni ca l a rra ng e men t / co nc ep t
Co nc ep t
Me ch an i ca l De ve lo pm en t En gine er
De fi ni t io n o f m ec ha ni ca l g eo me try to su i t the arra ng em en t / co nc ep t
De sign
Descr ipt ion Roles & FunctionsS ub Task
Basic Design Packaging
• Defines and validates the package design concept and
standa rds• Cr eatio n of detail drawing, instru mentation and piping plans
• Cr eatio n of BOM
Pa cka gin g Dev elo pme nt
En gine er
Crea tio n o f c om po ne nts d eta il s for
p urch as in g a nd ma nu fa ctu rin g
De t. Dra win gs
/mo de l s
Pa cka gin g Dev elo pme nt En gine er
Co nfirm ati on o f man ufa ctu ra b il ity o f the co nc ep t
Ma n ufac turi ng c on ce pts
Pa cka gin g Dev elo pme nt
En gine er
Proo f o f th e me ch an i cal de si gn by
p hys ic al tests
Va li da tio n
Pa cka gin g Dev elo pme nt En gine er
Fol lo w up on te sts a nd o p era ti o ns e xpe ri en ce
Fol l ow u p
Pa cka gin g Dev elo pme nt
En gine er
Crea tio n o f re vi ew re co rd sDe sign
Re view
Pa cka gin g Dev elo pme nt En gine er
De fi ni t io n o f p ac ka ge de si gn limi ts a nd p roo f b y c al cu la tio n
Ve rif i ca ti on
Pa cka gin g Dev elo pme nt En gine er
De fi ni t io n o f p ac ka ge de si gn de -tai l s an d ma teri al s o f c on struc ti o n
De tai l De si gn
Pa cka gin g Dev elo pme nt
En gine er
De fi ni t io n o f p ac ka ge
a rra ng e men t/c on ce pt
Co nc ep t
Pa cka gin g Dev elo pme nt
En gine er
De fi ni t io n o f p ac ka ge de si gn
a cco rdi ng to the c on ce pt
De sign
Descr ipt ion Roles & FunctionsS ub Task
Pa cka gin g Dev elo pme nt
En gine er
Crea tio n o f c om po ne nts d eta il s for
p urch as in g a nd ma nu fa ctu rin g
De t. Dra win gs
/mo de l s
Pa cka gin g Dev elo pme nt En gine er
Co nfirm ati on o f man ufa ctu ra b il ity o f the co nc ep t
Ma n ufac turi ng c on ce pts
Pa cka gin g Dev elo pme nt
En gine er
Proo f o f th e me ch an i cal de si gn by
p hys ic al tests
Va li da tio n
Pa cka gin g Dev elo pme nt En gine er
Fol lo w up on te sts a nd o p era ti o ns e xpe ri en ce
Fol l ow u p
Pa cka gin g Dev elo pme nt
En gine er
Crea tio n o f re vi ew re co rd sDe sign
Re view
Pa cka gin g Dev elo pme nt En gine er
De fi ni t io n o f p ac ka ge de si gn limi ts a nd p roo f b y c al cu la tio n
Ve rif i ca ti on
Pa cka gin g Dev elo pme nt En gine er
De fi ni t io n o f p ac ka ge de si gn de -tai l s an d ma teri al s o f c on struc ti o n
De tai l De si gn
Pa cka gin g Dev elo pme nt
En gine er
De fi ni t io n o f p ac ka ge
a rra ng e men t/c on ce pt
Co nc ep t
Pa cka gin g Dev elo pme nt
En gine er
De fi ni t io n o f p ac ka ge de si gn
a cco rdi ng to the c on ce pt
De sign
Descr ipt ion Roles & FunctionsS ub Task
Product Data Preparat ion B areshaf t Pump
• Cr eatin g/Maintain ing P roduct Data E lemen ts a nd
configur atio n inf ormation as required to suppor t the sales,m anufacturing and CSS processes
Prod u ct Data En gine erCrea tin g/M ainta in in g Pro du ct Da ta
Ele me nts a nd co nfi gu rati on i nform ati on a s re qu ire d to s up po rt the man u fa ctu ri n g an d CSS
p ro ce ss es (i nc lu d in g co sts )
Pro du ctio n
d ata
Prod u ct Data En gine er, Ma rke tin g / Sales , Op era tio ns
Val i da ti n g Prod uc t Da ta Ele me nts a nd c on fig ura tio n i nfo rm ati on a s req u ire d to su pp o rt the sa le s,
ma nu fac tu rin g a nd CSS p ro ce ss es (i nc lu d in g co sts )
Re view, Va li da tio n a nd Re le as e o f
d ata
Hy dra ul ic Deve lop me nt
En gine er
Crea tio n/M ainta in in g / Relea se
Sele ctio n Ca ta l og ue (o n th e Bas ic p erform an ce Cu rve )
Se le cti on
Ca tal og ue
Prod u ct Data En gine er,
Ma rke tin g / Sales , Op era tio ns
Ma in tai ni n g Prod uc t Da ta
Ele me nts a nd co nfi gu rati on i nfo r-ma tio n a s req ui red to su pp ort the sa l es, ma nu fac tu rin g a nd CSS
p ro ce ss es (i nc lu d in g co sts )
Fol l ow-u p
Prod u ct Data En gine erCrea tin g/M ainta in in g Pro du ct Da ta Ele me nts a nd co nfi gu rati on i nfo r-ma tio n a s req ui red to su pp ort the
sa l es p roc es ses (in cl ud in g p ric in g)
Sa le s d ata
Descr ipt ion Roles & FunctionsS ub Task
Prod u ct Data En gine erCrea tin g/M ainta in in g Pro du ct Da ta
Ele me nts a nd co nfi gu rati on i nform ati on a s re qu ire d to s up po rt the man u fa ctu ri n g an d CSS
p ro ce ss es (i nc lu d in g co sts )
Pro du ctio n
d ata
Prod u ct Data En gine er, Ma rke tin g / Sales , Op era tio ns
Val i da ti n g Prod uc t Da ta Ele me nts a nd c on fig ura tio n i nfo rm ati on a s req u ire d to su pp o rt the sa le s,
ma nu fac tu rin g a nd CSS p ro ce ss es (i nc lu d in g co sts )
Re view, Va li da tio n a nd Re le as e o f
d ata
Hy dra ul ic Deve lop me nt
En gine er
Crea tio n/M ainta in in g / Relea se
Sele ctio n Ca ta l og ue (o n th e Bas ic p erform an ce Cu rve )
Se le cti on
Ca tal og ue
Prod u ct Data En gine er,
Ma rke tin g / Sales , Op era tio ns
Ma in tai ni n g Prod uc t Da ta
Ele me nts a nd co nfi gu rati on i nfo r-ma tio n a s req ui red to su pp ort the sa l es, ma nu fac tu rin g a nd CSS
p ro ce ss es (i nc lu d in g co sts )
Fol l ow-u p
Prod u ct Data En gine erCrea tin g/M ainta in in g Pro du ct Da ta Ele me nts a nd co nfi gu rati on i nfo r-ma tio n a s req ui red to su pp ort the
sa l es p roc es ses (in cl ud in g p ric in g)
Sa le s d ata
Descr ipt ion Roles & FunctionsS ub Task
Advance D esi gn Hydraulic (Pump Se lec tion)
• Customized hydraulic selection o f pumps for nonp re-defined applications
A dvance Hydraulic
E ngineer
Hyd raulic P ump Se lectionP ump S elect ion
A dvance
Hydraulic E ngineer
Definition of h ydr aulic
design and test requirem ents f or order
processing
Definitio n /
Comple-tion of
A EP S
A dvance Hydraulic
E ngineer
Creation of Review Record
Design Review
Descr ipt ion Roles & FunctionsS ub Task
A dvance Hydraulic
E ngineer
Hyd raulic P ump Se lectionP ump S elect ion
A dvance
Hydraulic E ngineer
Definition of h ydr aulic
design and test requirem ents f or order
processing
Definitio n /
Comple-tion of
A EP S
A dvance Hydraulic
E ngineer
Creation of Review Record
Design Review
Descr ipt ion Roles & FunctionsS ub Task
O rder Entry
• Cr eate and enter an OE D (Order E ntry Dossier) or a OES( Order E ntry Shee t) or a P roduct Specification
Projec t ManagerIf decis ions have an impact on
profi tabi l ity or del ivery
Follow-Up
Tendering EngineerReleas e pre- calc ulationPre-
c alc ulation
Projec t ManagerOpen is sues wi ll be c lari fied –and OED w il l be changed
acc or dingly
Feedback / Releas e
Projec t ManagerReview of the c ategory B&C type of orders and c ontrac ts
(Kick -off m eeting)
Rev iew
Tendering EngineerCreate and enter an OED (Order Entry Doss ier) or a O ES
(Order Entry Sheet) or a
Produc t Speci fication
Creation
D es cr ipt ion R oles & Func tionsS ub Tas k
Projec t ManagerIf decis ions have an impact on
profi tabi l ity or del ivery
Follow-Up
Tendering EngineerReleas e pre- calc ulationPre-
c alc ulation
Projec t ManagerOpen is sues wi ll be c lari fied –and OED w il l be changed
acc or dingly
Feedback / Releas e
Projec t ManagerReview of the c ategory B&C type of orders and c ontrac ts
(Kick -off m eeting)
Rev iew
Tendering EngineerCreate and enter an OED (Order Entry Doss ier) or a O ES
(Order Entry Sheet) or a
Produc t Speci fication
Creation
D es cr ipt ion R oles & Func tionsS ub Tas k
Order Design Hydraulic
• Defines and validates the h yd raulic design for B&C pr oducts
in accordance with ord er specific requirem ents
Hydraulic Design Engineer
Follow-up on te sts and operations e xpe rience
F eedback / F ollo w- Up
Hydraulic Design Engineer
Pro of of the hydr aulic geometr y b y ca lculation
and/or p hysical tests
Validation
Hydraulic Design Engineer
Cr eation of Review Re co rd
Design Review
Hydraulic Design Engineer
Def in ition o f hydraulic geometr y t o suit the
arran gement / concep t
Design
De scr ip tion Roles & FunctionsSub Ta sk
Hydraulic Design Engineer
Follow-up on te sts and operations e xpe rience
F eedback / F ollo w- Up
Hydraulic Design Engineer
Pro of of the hydr aulic geometr y b y ca lculation
and/or p hysical tests
Validation
Hydraulic Design Engineer
Cr eation of Review Re co rd
Design Review
Hydraulic Design Engineer
Def in ition o f hydraulic geometr y t o suit the
arran gement / concep t
Design
De scr ip tion Roles & FunctionsSub Ta sk
Order Deta il Design Hydraulic
• Cr eates and releases the hydraulic design details for B&Cp roducts in accor dance with ord er specific req uir ements
Hydraulic Design
Engineer
Check a nd release of
hydraulic desig n details
Release of
Hydraulic Design Details
Hydraulic Design
Engineer
Creation of Review
Record
Design
Review
Hydraulic Design Engineer
Creation of hydraulic design details accor ding
to the or der specif ic hydraulic desig n
Hydraulic Design
Details
Descr ipt ion Roles & FunctionsSub Task
Hydraulic Design
Engineer
Check a nd release of
hydraulic desig n details
Release of
Hydraulic Design Details
Hydraulic Design
Engineer
Creation of Review
Record
Design
Review
Hydraulic Design Engineer
Creation of hydraulic design details accor ding
to the or der specif ic hydraulic desig n
Hydraulic Design
Details
Descr ipt ion Roles & FunctionsSub Task
O rder Product Data Preparat ion
• Cr eates and releases the product data in accordance witho rder specific r equirements
P roduct Data
Te chnician
Releasing Order BOM
(Materials -> S AP ), Customer Documen-tation for produ ction and
shipme nt
Release of
data
P roduct Data
Te chnician
Cr eatio n of Review
Record
Final data
re view
P roduct Data Te chnician
Cr eatin g Order B OM (Materials -> S AP )
Creation of or der
re lated pr oduct
data
Description Roles & FunctionsS ub Task
P roduct Data
Te chnician
Releasing Order BOM
(Materials -> S AP ), Customer Documen-tation for produ ction and
shipme nt
Release of
data
P roduct Data
Te chnician
Cr eatio n of Review
Record
Final data
re view
P roduct Data Te chnician
Cr eatin g Order B OM (Materials -> S AP )
Creation of or der
re lated pr oduct
data
Description Roles & FunctionsS ub Task
Logis ti c Di spos ition
Description Ro les & FunctionsSub Task Description Ro les & FunctionsSub Task
Product ion in Serv ice Centre / Manufac turi ng Cent re
• Parts man ufacturing
Description Roles & FunctionsS ub Task Description Roles & FunctionsS ub Task
Pump and Package Assembling Pl anni ng
• Rev iew of order pum p as s em bly r equirem ents
P rojec t M anagerI dentif y an y ne ces s ary
t ools and h ardwa re
Identi fy any
nec es s ary
tools and
har dwar e
P rojec t M anagerP roduc ing order
s pec i fic proc edures
P roduc ing
or der
s pec i fic
pr ocedu res
P rojec t M anagerR ev iew pum p as s em bly
r equirem ents
R ev iew
pum p
as s em bly
re quir em ents
D es c ription R oles & Func tionsS ub Tas k
P rojec t M anagerI dentif y an y ne ces s ary
t ools and h ardwa re
Identi fy any
nec es s ary
tools and
har dwar e
P rojec t M anagerP roduc ing order
s pec i fic proc edures
P roduc ing
or der
s pec i fic
pr ocedu res
P rojec t M anagerR ev iew pum p as s em bly
r equirem ents
R ev iew
pum p
as s em bly
re quir em ents
D es c ription R oles & Func tionsS ub Tas k
Performance and tra in (s tring) test
• Test / Validat ion / Acceptance
Tes t EngineerFeedbac k to hy draul ic and mec hanic al engineering
Fol low-Up
Hy draulic EngineerUpdate the hy draul ic
databas e
Update the
hydraulic database
Projec t ManagerApproval of test (by
engineering and/or by cus tomer )
Approv al of tes t
Tes t EngineerCreating the c ustomer test report
Cr eating the c ustomer tes t
report
Tes t EngineerComplete uni t tes t (pump
with pac k age)
Complete unit
test
Tes t EngineerPer formanc e test (bares haft
pump)
Performance
test
Des c ription Ro les & Func tionsS ub Tas k
Tes t EngineerFeedbac k to hy draul ic and mec hanic al engineering
Fol low-Up
Hy draulic EngineerUpdate the hy draul ic
databas e
Update the
hydraulic database
Projec t ManagerApproval of test (by
engineering and/or by cus tomer )
Approv al of tes t
Tes t EngineerCreating the c ustomer test report
Cr eating the c ustomer tes t
report
Tes t EngineerComplete uni t tes t (pump
with pac k age)
Complete unit
test
Tes t EngineerPer formanc e test (bares haft
pump)
Performance
test
Des c ription Ro les & Func tionsS ub Tas k
Packi ng and Shipping
Description Ro les & FunctionsSub Task Description Ro les & FunctionsSub Task
I ns tal lat ion / Commi ssi oning
• Installa tion and start-up o f pump units
Field Ser vice
Engineer
Feedback to the
engineering, pr oduct development and
manufacturing
Fo llow-Up
Field Ser vice Engineer
Acceptance by customer
Acce ptance
Field Ser vice
Engineer
Pre paration for
commissioning and start up (a lignmen t
check, filling of lube oil, venting)
P reparat ion
for co m-missioning
and star t up
Field Ser vice Engineer
Installa tion of the equipment (piping
connection, alig nment)
Installation of the
equipmen t
Description Ro les & FunctionsSub Task
Field Ser vice
Engineer
Feedback to the
engineering, pr oduct development and
manufacturing
Fo llow-Up
Field Ser vice Engineer
Acceptance by customer
Acce ptance
Field Ser vice
Engineer
Pre paration for
commissioning and start up (a lignmen t
check, filling of lube oil, venting)
P reparat ion
for co m-missioning
and star t up
Field Ser vice Engineer
Installa tion of the equipment (piping
connection, alig nment)
Installation of the
equipmen t
Description Ro les & FunctionsSub Task
Product Data Preparat ion Packaging
• Cr eating/Maintaining P roduct Data E lements andco nfiguration inform ation as required to support the sale s,
manufacturing a nd CSS processes
Pro du ct Da ta Eng in e erCre a ti n g/Ma in tain in g Pro du ct Data Ele men ts a nd c on fig u rati on i n fo r-
m ati on as re q ui red to su pp ort the s ale s pro ce ss es (i n clud in g p ric i ng )
Sa le s d ata
Pro du ct Da ta Eng in e erCre a ti n g/Ma in tain in g Pro du ct Data Ele men ts a nd c on fig u rati on i n fo r-m ati on as re q ui red to su pp ort the
m an ufa ctu rin g a nd CSS p ro ces se s (i nc lu din g co sts )
Pro du cti on d ata
Pro du ct Da ta Eng in e er, M ark eti ng / Sa le s,
O pe rati on s
Va l id ati ng Pro d uc t Da ta Ele me nts a n d co nfi gu ra ti o n in form ati on as
re q ui red to su pp ort the m an ufa ctu rin g a nd CSS p ro ces se s (i nc lu din g co sts )
Re vie w, Va li d ati on an d
Re lea se o f d ata
Pro du ct Da ta Eng in e er,
M ark eti ng / Sa le s, O pe rati on s
M ain ta ining Pro d uc t Da ta
Ele men ts a nd c on fig u rati on i n fo rma tio n a s req u ire d to s up po rt th e s ales , m an ufa ctu ri n g a nd CSS
p ro ces se s (i nc lu din g co sts )
Fo ll ow-Up
Description Roles & FunctionsSub Task
Pro du ct Da ta Eng in e erCre a ti n g/Ma in tain in g Pro du ct Data Ele men ts a nd c on fig u rati on i n fo r-
m ati on as re q ui red to su pp ort the s ale s pro ce ss es (i n clud in g p ric i ng )
Sa le s d ata
Pro du ct Da ta Eng in e erCre a ti n g/Ma in tain in g Pro du ct Data Ele men ts a nd c on fig u rati on i n fo r-m ati on as re q ui red to su pp ort the
m an ufa ctu rin g a nd CSS p ro ces se s (i nc lu din g co sts )
Pro du cti on d ata
Pro du ct Da ta Eng in e er, M ark eti ng / Sa le s,
O pe rati on s
Va l id ati ng Pro d uc t Da ta Ele me nts a n d co nfi gu ra ti o n in form ati on as
re q ui red to su pp ort the m an ufa ctu rin g a nd CSS p ro ces se s (i nc lu din g co sts )
Re vie w, Va li d ati on an d
Re lea se o f d ata
Pro du ct Da ta Eng in e er,
M ark eti ng / Sa le s, O pe rati on s
M ain ta ining Pro d uc t Da ta
Ele men ts a nd c on fig u rati on i n fo rma tio n a s req u ire d to s up po rt th e s ales , m an ufa ctu ri n g a nd CSS
p ro ces se s (i nc lu din g co sts )
Fo ll ow-Up
Description Roles & FunctionsSub Task
Sales Tool Preparat ion
• Se tup informat ion and documen tation about hydr aulic
se le ct ion criteria, technical configur ation and pricing for pu mp, buy-out and accessory
Glo ba l Kn owle dg e En gine e r Hy dra u li c.
L oc al Kno wled ge En gine e r Hy dra u li c
-Po pul at i ng Org ani za ti on d ata, -De fi ni ng Li qui d Prope rti es -Po pul at i ng Performa nce curve s, -Po pul at i ng Prod uct li ne data,-Prod uc t l in e op ti on s, -En gi nee rin g da ta , -Es ta bl ish in g pro duc t l in e co mpa ti bi li t y, -De fi ni ng Pu mp si ze a nd cu rve re la t io nsh ip s, -De fi ni ng Mixe d stag e co mpa ti bi li t y (Ve rt i cal pu mps),-Gene rat in g Pri ce bo ok cu rv es,-Po pul at i ng Co ef fi ci en t T abl es
-Pre pa rin g th e Se le cto r
Kn owl e dg e b a se (SKB)
L oc al Kno wl ed ge En gi ne e r M ec ha n ic al
-Bu il d pro duc t l in es, -prod uct si zes ,-categ ori es/su bca tego rie s fo r o pt io ns , -imp le men t al l rul es a nd re la ti on shi ps betwee n pro du ct , ca te go ri es a nd opt i on s-Bu il d pri ce cl as ses a nd ru le s fo r pric in g-De fi ne outp ut d oc ume nts con te nt (d atas he et , Ge nera l Arra ng eme nt )-Bu il d the o rd er co des for ord er ent ry syste ms
Pre pa ri ng th e Co n fi g ura to r
Kn owl e dg e b a se (CKB)
L oc al Kno wl ed ge En gi ne e r M ec ha n ic al
-Co ver l et te r-comme rci al d ocu men ts-add it i ona l p ro du ct b roch ures
Pre pa ri ng th e q u otat i on
p a cka g e d o cu men ts/ te
m pl a te s
De scr ip tion Roles & FunctionsSub Ta sk
Gl o ba l Kn owl e dg e En gi ne e r Hy dra u li c.
L oc al Kno wl ed ge En gi ne e r Hy dra u li c
-Po pul at i ng Org ani za ti on d ata, -De fi ni ng Li qui d Prope rti es -Po pul at i ng Performa nce curve s, -Po pul at i ng Prod uct li ne data,-Prod uc t l in e op ti on s, -En gi nee rin g da ta , -Es ta bl ish in g pro duc t l in e co mpa ti bi li t y, -De fi ni ng Pu mp si ze a nd cu rve re la t io nsh ip s, -De fi ni ng Mixe d stag e co mpa ti bi li t y (Ve rt i cal pu mps),-Gene rat in g Pri ce bo ok cu rv es,-Po pul at i ng Co ef fi ci en t T abl es
-Pre pa rin g th e Se le cto r
Kn owl e dg e b a se (SKB)
L oc al Kno wl ed ge En gi ne e r M ec ha n ic al
-Bu il d pro duc t l in es, -prod uct si zes ,-categ ori es/su bca tego rie s fo r o pt io ns , -imp le men t al l rul es a nd re la ti on shi ps betwee n pro du ct , ca te go ri es a nd opt i on s-Bu il d pri ce cl as ses a nd ru le s fo r pric in g-De fi ne outp ut d oc ume nts con te nt (d atas he et , Ge nera l Arra ng eme nt )-Bu il d the o rd er co des for ord er ent ry syste ms
Pre pa ri ng th e Co n fi g ura to r
Kn owl e dg e b a se (CKB)
L oc al Kno wl ed ge En gi ne e r M ec ha n ic al
-Co ver l et te r-comme rci al d ocu men ts-add it i ona l p ro du ct b roch ures
Pre pa ri ng th e q u otat i on
p a cka g e d o cu men ts/ te
m pl a te s
De scr ip tion Roles & FunctionsSub Ta sk
Request and Evaluat ion
• Evaluation of request concerning type of product (A ,B,C)
Sa le s Eng in ee r (Sa les Mg t)
Co nfig u ra tio n a nd te nd e rin g for A-Prod uc ts; te nd eri ng fo r B/C-
Prod uc ts
De cide fo r c on fi g ura ti o n
a nd te n de ri n g OR ten d eri ng
Sa le s Eng in ee rDe te rmine if en gine e re d o r co nfi gu red so lu tio n. If co n fi g ure d,
co nti nu e wi th STARS
Ch ec k COS in STARS
s elec ti o n
Sa le s Eng in e erAss ig n u ni qu e n um be r u si ng STARS/ROMEO
Cre ate Su lz erp roj ec t n um be r
Descr ipt ion Roles & FunctionsSub Task
Sa le s Eng in ee r (Sa les Mg t)
Co nfig u ra tio n a nd te nd e rin g for A-Prod uc ts; te nd eri ng fo r B/C-
Prod uc ts
De cide fo r c on fi g ura ti o n
a nd te n de ri n g OR ten d eri ng
Sa le s Eng in ee rDe te rmine if en gine e re d o r co nfi gu red so lu tio n. If co n fi g ure d,
co nti nu e wi th STARS
Ch ec k COS in STARS
s elec ti o n
Sa le s Eng in e erAss ig n u ni qu e n um be r u si ng STARS/ROMEO
Cre ate Su lz erp roj ec t n um be r
Descr ipt ion Roles & FunctionsSub Task
Configuration and Tendering
• Configur atio n and Cr eation of Tender for A Products
Se gme n t Ma na g erAgre e o n fin al pri ci ng for ten de rRe view Ten d er
Sa le s Eng in ee r an d Ten de r Eng in ee r
Ca lc ul ate s al es pri ce , ma rgi n a n cre ate te nd er d oc ume n ts
Pre pa re Ten d er
Ten de r Eng in ee rCo nfig u ra tio n o f p um p, bu y-o ut a nd a cc es so ri e s
Pre pa re Co nfi gu rati on
Descr ipt ion Roles & FunctionsSub Task
Se gme n t Ma na g erAgre e o n fin al pri ci ng for ten de rRe view Ten d er
Sa le s Eng in ee r an d Ten de r Eng in ee r
Ca lc ul ate s al es pri ce , ma rgi n a n cre ate te nd er d oc ume n ts
Pre pa re Ten d er
Ten de r Eng in ee rCo nfig u ra tio n o f p um p, bu y-o ut a nd a cc es so ri e s
Pre pa re Co nfi gu rati on
Descr ipt ion Roles & FunctionsSub Task
Tendering
• Cr eate / Compile and subm it a customer proposal
Ten de r Eng in ee rCrea tes th e TOA (Te nd er Ord er Ass es sme nt) de pe nd ing on th e va l ue o f th e o rde r
TOA
Ten de r Eng in ee rCo mple te cu stom er da ta sh ee tCu stom er d ata s he et
Ten de r Eng in ee rCo mpi l e cu sto mer d oc ume n ta tio nCu stom er d o-c ume n ta tio ns
Ten de r Eng in ee rIde nti fy so urce of su pp l y an d d e-fin e th e de l iv ery/p ric in g s tru cture
Pri ci ng an d De li ve ry
Ten de r Eng in ee rOb ta i n qu o te s, pri ci ng , s co pe , d e-l iv ery, d ocu me nt.from s ub v en do rs
Fac tore d i te m q uo tes
Ten de r Eng in ee rSele ct th e fea ture s an d o pti on sMe ch a ni ca l s el ec ti o ns
Ten de r Eng in ee rSele ct p u mp typ e a nd p erform an ce
Hy dra ul ic s el ec ti o ns
Ten de r Eng in ee rSele ct p u mp typ e a nd p erform an ce
Pu mp s el ec ti o ns
Ten de r Eng in ee r (Op era tio ns )
Ob ta i n co st es tima te from o pe ratio n s an d p urch a si ng
Co st e stimati on
Ten de r Eng in ee rFol lo w-up of qu ota tio ns wh en n ece ss ary
Fol l ow-Up
Descr ipt ion Roles & FunctionsS ub Task
Ten de r Eng in ee rCrea tes th e TOA (Te nd er Ord er Ass es sme nt) de pe nd ing on th e va l ue o f th e o rde r
TOA
Ten de r Eng in ee rCo mple te cu stom er da ta sh ee tCu stom er d ata s he et
Ten de r Eng in ee rCo mpi l e cu sto mer d oc ume n ta tio nCu stom er d o-c ume n ta tio ns
Ten de r Eng in ee rIde nti fy so urce of su pp l y an d d e-fin e th e de l iv ery/p ric in g s tru cture
Pri ci ng an d De li ve ry
Ten de r Eng in ee rOb ta i n qu o te s, pri ci ng , s co pe , d e-l iv ery, d ocu me nt.from s ub v en do rs
Fac tore d i te m q uo tes
Ten de r Eng in ee rSele ct th e fea ture s an d o pti on sMe ch a ni ca l s el ec ti o ns
Ten de r Eng in ee rSele ct p u mp typ e a nd p erform an ce
Hy dra ul ic s el ec ti o ns
Ten de r Eng in ee rSele ct p u mp typ e a nd p erform an ce
Pu mp s el ec ti o ns
Ten de r Eng in ee r (Op era tio ns )
Ob ta i n co st es tima te from o pe ratio n s an d p urch a si ng
Co st e stimati on
Ten de r Eng in ee rFol lo w-up of qu ota tio ns wh en n ece ss ary
Fol l ow-Up
Descr ipt ion Roles & FunctionsS ub Task
Advance Des ign Bareshaft Pump (Concept )
• Custom ized m ech anical design concept of p umps for non
p re-defined app lications
Advance Mec hanic al
Engineer
Confi rmation of
manufac turabi li ty of the concept
Manufacturing
c onc epts
Advance Mec hanic al
Engineer
Creation of Review RecordDes ign
Rev iew
Advance Mec hanic al
Engineer
Defini tion of design l im i ts and
proof of the mechanic al geometry by calculation
Veri fic ation
Advance Mec hanic al Engineer
Defini tion of mec hanical arrangement / c onc ept /
metallurgy
Concept
Operations (Cost
es timation)
Cos t
es timation
Advance Mec hanic al
Engineer
Follow-up i teration when
nec ess ar y
Fol low-Up
D es cr ip tion Ro les & Func tionsS ub Tas k
Advance Mec hanic al
Engineer
Confi rmation of
manufac turabi li ty of the concept
Manufacturing
c onc epts
Advance Mec hanic al
Engineer
Creation of Review RecordDes ign
Rev iew
Advance Mec hanic al
Engineer
Defini tion of design l im i ts and
proof of the mechanic al geometry by calculation
Veri fic ation
Advance Mec hanic al Engineer
Defini tion of mec hanical arrangement / c onc ept /
metallurgy
Concept
Operations (Cost
es timation)
Cos t
es timation
Advance Mec hanic al
Engineer
Follow-up i teration when
nec ess ar y
Fol low-Up
D es cr ip tion Ro les & Func tionsS ub Tas k
O rder Design Packaging
• Defines and v al idates the pac k age des ign for B &C produc ts
in ac c ordan ce w i th order s peci fic requirem ents
Pack aging D es ign
Engineer
Defini tion of pac kage design
l im i ts and proof by calculation
and pas t ex perienc e
Veri fic ation
Pack aging D es ign
Engineer
Creation of com ponents detai ls
for purchasing and
m anufac turing
Detail
m odels /
drawings
Pack aging D es ign Engineer
Releas e long lead i tems for purc has ing
Pre requis ition of
factored
goods
Pack aging D es ign
Engineer
Follow-up on tests and
operations experience
Follow-Up
Pack aging D es ign Engineer
Proof of the mechanic al geom etry by phy sical tes ts
Val idation
Pack aging D es ign
Engineer
Creation of Review RecordDes ign
Rev iew
Pack aging D es ign Engineer
Defini tion of pac kage design acc or ding to the order speci fic
requirements
Des ign
D es cr ipt ion R oles & Func tionsS ub Tas k
Pack aging D es ign
Engineer
Defini tion of pac kage design
l im i ts and proof by calculation
and pas t ex perienc e
Veri fic ation
Pack aging D es ign
Engineer
Creation of com ponents detai ls
for purchasing and
m anufac turing
Detail
m odels /
drawings
Pack aging D es ign Engineer
Releas e long lead i tems for purc has ing
Pre requis ition of
factored
goods
Pack aging D es ign
Engineer
Follow-up on tests and
operations experience
Follow-Up
Pack aging D es ign Engineer
Proof of the mechanic al geom etry by phy sical tes ts
Val idation
Pack aging D es ign
Engineer
Creation of Review RecordDes ign
Rev iew
Pack aging D es ign Engineer
Defini tion of pac kage design acc or ding to the order speci fic
requirements
Des ign
D es cr ipt ion R oles & Func tionsS ub Tas k
O rder De ta il Design Baresha ft Pump
• Cr eates and releas es the mec hanic al design de tails for B &C
p roduc ts in acc or danc e wi th ord er s pec ific req uir ements
Mec hanic al
D es ign Dr aftsm an
Chec k and r elea se of
mec hanical des ign
detai ls
R eleas e of
Mec hanic al
D es ign
D etai ls
R es pons ibil i ty :
Mec hanic al
D es ign Engineer
E xe cution:
Mec hanic al
D es ign Dr aftsm an
Cr eatio n of order r ela ted
c ustom er doc umentation
(draw ings ) related to
bares haft pump
C us tomer
D oc umen-
tation
Mec hanic al
D es ign Engineer
(C hec k er)
Cr eatio n of Rev iew
Rec ord
D es ign
R ev iew
R es pons ibil i ty :
Mec hanic al
D es ign Engineer
E xe cution:
Mec hanic al
D es ign Dr aftsm an
Cr eatio n of mec hanica l
des ign detai ls ac c ording
to the order spe ci fic
mec hanical des ign
D etai l
D es ign
Des c ription R oles & Func tionsS ub Tas k
Mec hanic al
D es ign Dr aftsm an
Chec k and r elea se of
mec hanical des ign
detai ls
R eleas e of
Mec hanic al
D es ign
D etai ls
R es pons ibil i ty :
Mec hanic al
D es ign Engineer
E xe cution:
Mec hanic al
D es ign Dr aftsm an
Cr eatio n of order r ela ted
c ustom er doc umentation
(draw ings ) related to
bares haft pump
C us tomer
D oc umen-
tation
Mec hanic al
D es ign Engineer
(C hec k er)
Cr eatio n of Rev iew
Rec ord
D es ign
R ev iew
R es pons ibil i ty :
Mec hanic al
D es ign Engineer
E xe cution:
Mec hanic al
D es ign Dr aftsm an
Cr eatio n of mec hanica l
des ign detai ls ac c ording
to the order spe ci fic
mec hanical des ign
D etai l
D es ign
Des c ription R oles & Func tionsS ub Tas k
O rder De ta il Design Package
• Cr eates and releas es the pac k age des ign detai ls fo r B& C
p roduc ts in acc or danc e wi th ord er s pec ific req uir em ents
P ac kage Des ign
E ngineer
Chec k and r elea se of
pac ka ge des ign d etails
R eleas e of
P ac ka ge
D es ign
D etai ls
R es pons ibil i ty :
P ac kage Des ign
E ngineer
E xe cution:
P ac kage Des ign
D rafts m an
Cr eatio n of order r ela ted
c ustom er doc um entation
(draw ings ) related to
pac ka ge des ign
C us tom er
D oc um en-
tation
P ac kage Des ign
E ngineer
Cr eatio n of Rev iew
Rec ord
Final
D es ign
R ev iew
R es pons ibil i ty :
P ac kage Des ign
E ngineer
E xe cution:
P ac kage Des ign
D rafts m an
Cr eatio n of pac k age
des ign detai ls ac c ording
to the order spe ci fic
pac ka ge des ign
D etai l
D es ign
Des c ription R oles & Func tionsS ub Tas k
P ac kage Des ign
E ngineer
Chec k and r elea se of
pac ka ge des ign d etails
R eleas e of
P ac ka ge
D es ign
D etai ls
R es pons ibil i ty :
P ac kage Des ign
E ngineer
E xe cution:
P ac kage Des ign
D rafts m an
Cr eatio n of order r ela ted
c ustom er doc um entation
(draw ings ) related to
pac ka ge des ign
C us tom er
D oc um en-
tation
P ac kage Des ign
E ngineer
Cr eatio n of Rev iew
Rec ord
Final
D es ign
R ev iew
R es pons ibil i ty :
P ac kage Des ign
E ngineer
E xe cution:
P ac kage Des ign
D rafts m an
Cr eatio n of pac k age
des ign detai ls ac c ording
to the order spe ci fic
pac ka ge des ign
D etai l
D es ign
Des c ription R oles & Func tionsS ub Tas k
O rder Performance Test Planning
• Cr eates perform anc e tes t pr oc edures and lay outs for
o rder s pec i fic r equirem ents
Te st E ngineerI dentif ic ation of
h ardwa re requirem ents ,
c r eatio n of des ign
d etails for needed
h ardwa re
Identi fic ation
of har dwar e
re quir em ents
Te st E ngineerC reat ion of tes t lay outsC reation of
tes t lay outs
Te st E ngineerC reat ion of tes t
p roc edures
C reation of
tes t
pr ocedu res
D es c ription R oles & Func tionsS ub Tas k
Te st E ngineerI dentif ic ation of
h ardwa re requirem ents ,
c r eatio n of des ign
d etails for needed
h ardwa re
Identi fic ation
of har dwar e
re quir em ents
Te st E ngineerC reat ion of tes t lay outsC reation of
tes t lay outs
Te st E ngineerC reat ion of tes t
p roc edures
C reation of
tes t
pr ocedu res
D es c ription R oles & Func tionsS ub Tas kAdvance Design Packaging
• Cu st omize d packaging design concept of pum ps for non
pre-def ined applicat ion s
A dv anc e P roc urement
S pec ial is t
Commerc ial and tec hnic al
c onfi rmation by the s uppl ier,
that s pec ific ation c an be met
Veri fic ation
A dv anc e P roc urement
S pec ial is t
Es timation of c os ts and lead
times
C os t and
deliv er y es timation
A dv anc e P roc urement
S pec ial is t
Defini tion of ac ceptable s up
s uppl iers
Sourcing
c onc ept
A dv anc e P roc urement
S pec ial is t
Defini tion of major auxi l iary
equipment (driv es , gearbox es etc.)
C onc ept
A dv anc e P roc urement
S pec ial is t
Creation of R ev iew R ec ordD es ign
R ev iew
A dv anc e P roc urement S pec ial is t
Follow-up iteration when necess ary
Fol low up
D es c ription R oles & Func tionsS ub Tas k
A dv anc e P roc urement
S pec ial is t
Commerc ial and tec hnic al
c onfi rmation by the s uppl ier,
that s pec ific ation c an be met
Veri fic ation
A dv anc e P roc urement
S pec ial is t
Es timation of c os ts and lead
times
C os t and
deliv er y es timation
A dv anc e P roc urement
S pec ial is t
Defini tion of ac ceptable s up
s uppl iers
Sourcing
c onc ept
A dv anc e P roc urement
S pec ial is t
Defini tion of major auxi l iary
equipment (driv es , gearbox es etc.)
C onc ept
A dv anc e P roc urement
S pec ial is t
Creation of R ev iew R ec ordD es ign
R ev iew
A dv anc e P roc urement S pec ial is t
Follow-up iteration when necess ary
Fol low up
D es c ription R oles & Func tionsS ub Tas k
Fabricat ion Engineeri nng
• Pa rts manufactu ring
Description Roles & FunctionsSub Ta sk Description Roles & FunctionsSub Ta sk
O rder Design Baresha ft Pump
• Defines and validates the mechanical desig n for B& Cp roducts in accor dance with ord er specific req uir ements
Me ch an i ca l De sign En gine er
Proo f o f th e me ch an i cal ge o metry b y ca lc ul ati on an d pa st e xpe rie n ce
Ve rif i ca ti on
Me ch an i ca l De sign En gine er
Proo f o f th e me ch an i cal ge o metry b y ca lc ul ati on , p as t e xp eri en ce
a nd /o r ph ysi ca l te sts
Va li da tio n
Me ch an i ca l De sign En gine er
Re le as e l on g l ea d i te ms fo r p ura chs in g
Pre re qu is it i on o f l on g l ea d
i tems
Me ch an i ca l De sign
En gine er
Fol lo w-up on te sts a nd op era ti o ns
e xpe ri en ce
Fee d ba ck /
Fol l ow-Up
Me ch an i ca l De sign En gine er
Crea tio n o f Re view Re co rdDe sign revi e w
Me ch an i ca l De sign En gine er
Crea tio n o f d eta il s o f ra w m ate ria l for p urch as in g a nd ma nu fa ctu rin g
De tai l mo de l s / dra win gs
Me ch an i ca l De sign En gine er
De fi ni t io n o f m ec ha ni ca l g eo me try to su i t the arra ng em en t / co nc ep t
De sign
Descr ipt ion Roles & FunctionsS ub Task
Me ch an i ca l De sign En gine er
Proo f o f th e me ch an i cal ge o metry b y ca lc ul ati on an d pa st e xpe rie n ce
Ve rif i ca ti on
Me ch an i ca l De sign En gine er
Proo f o f th e me ch an i cal ge o metry b y ca lc ul ati on , p as t e xp eri en ce
a nd /o r ph ysi ca l te sts
Va li da tio n
Me ch an i ca l De sign En gine er
Re le as e l on g l ea d i te ms fo r p ura chs in g
Pre re qu is it i on o f l on g l ea d
i tems
Me ch an i ca l De sign
En gine er
Fol lo w-up on te sts a nd op era ti o ns
e xpe ri en ce
Fee d ba ck /
Fol l ow-Up
Me ch an i ca l De sign En gine er
Crea tio n o f Re view Re co rdDe sign revi e w
Me ch an i ca l De sign En gine er
Crea tio n o f d eta il s o f ra w m ate ria l for p urch as in g a nd ma nu fa ctu rin g
De tai l mo de l s / dra win gs
Me ch an i ca l De sign En gine er
De fi ni t io n o f m ec ha ni ca l g eo me try to su i t the arra ng em en t / co nc ep t
De sign
Descr ipt ion Roles & FunctionsS ub Task
Serv ice Agreement Management
• Managing the Service agreement, m onito ring the performance o f the specified ser vices / KPI, a ssessment
of the monitoring r esu lts
contract manage rcomp iling and assessment of t he r esult s
compiling and assessment of the results
contract manage rDefine and initiate
ne eded action
Needed
action
field engineercollection of the KPI m easurement
KPI measur ement
contract manage rpr ovisioning of th e KP I
to the field
KPI
pr ovisioning
contract manage rpe rformance / financial r isk assessment
risk assessment
Description Ro les & FunctionsSub Task
contract manage rcomp iling and assessment of t he r esult s
compiling and assessment of the results
contract manage rDefine and initiate
ne eded action
Needed
action
field engineercollection of the KPI m easurement
KPI measur ement
contract manage rpr ovisioning of th e KP I
to the field
KPI
pr ovisioning
contract manage rpe rformance / financial r isk assessment
risk assessment
Description Ro les & FunctionsSub Task
Fiel d Ac tiv iti es
• Service and repair of pump u nit
ServiceManager
Creating Report and feed back to sales, customer , engineering and
management
Feed Back to S ales and Customer
Field Engineer
Identify needs for Inspection, Spar e Parts,
Repairs, Retr ofits, …
Identify furthe r needs
Service
Manager
update activitie s according
feed back and update repor t
Follow up
Field Engineer
P erforming the task (Inspection, Monitoring,
….)
P erforming A ctivity
Service
Manager
organisation of man power,
information assts, tools, logistic for performing the order ed task
mobilisa tion
Descr iption Roles & Functions
S ub Task
ServiceManager
Creating Report and feed back to sales, customer , engineering and
management
Feed Back to S ales and Customer
Field Engineer
Identify needs for Inspection, Spar e Parts,
Repairs, Retr ofits, …
Identify furthe r needs
Service
Manager
update activitie s according
feed back and update repor t
Follow up
Field Engineer
P erforming the task (Inspection, Monitoring,
….)
P erforming A ctivity
Service
Manager
organisation of man power,
information assts, tools, logistic for performing the order ed task
mobilisa tion
Descr iption Roles & Functions
S ub Task
Warranty Management
• War ranty Managemen t
War ranty Manager
Prob lem investigation and determinations if it is a war renty
P roblem investigation
War ranty Manager
Prob lem resolution (physica l r esulu tion of
the problem based o n the input of engineer ing
(when necessary) and / or opera tions)
P roblem re solution
War ranty Manager
Feedback to the engineering, prod uct
development and operations of the in sta lled pum p base
Fo llow-Up
Description Ro les & FunctionsSub Task
War ranty Manager
Prob lem investigation and determinations if it is a war renty
P roblem investigation
War ranty Manager
Prob lem resolution (physica l r esulu tion of
the problem based o n the input of engineer ing
(when necessary) and / or opera tions)
P roblem re solution
War ranty Manager
Feedback to the engineering, prod uct
development and operations of the in sta lled pum p base
Fo llow-Up
Description Ro les & FunctionsSub Task
I nventory Management
• identification a nd need quantity of critical parts
• triggering pr ocurement• storage
• call of / trigger shipment• trigger field activities
inventory
manager
Stor age of partsstora ge
inventory manager
triggering pr ocu rmentfor the pr ovioning o f
needed parts
tr igge ring pr ocu rement
inventory manager
Triggering th e shipm ent of ordere d parts
call of / tr igge r
shipment
inventory manager
id entification and need of quantity of critical
parts
Ident ification of ne ed
service ce ntre manager
Triggering of ordered field activities
tr igge r field activities
Description Ro les & FunctionsSub Task
inventory
manager
Stor age of partsstora ge
inventory manager
triggering pr ocu rmentfor the pr ovioning o f
needed parts
tr igge ring pr ocu rement
inventory manager
Triggering th e shipm ent of ordere d parts
call of / tr igge r
shipment
inventory manager
id entification and need of quantity of critical
parts
Ident ification of ne ed
service ce ntre manager
Triggering of ordered field activities
tr igge r field activities
Description Ro les & FunctionsSub Task
CSS Opportunity Management
• Analysing the Installed Base regarding the installed spare parts and the predicted life time of parts installed and
identified potentials for maintenance, r etrofit, …..
Business Ana lystBased on th e in sta lled base, the spare pa rt / maintenance history
and the pred icted life time of components
potential CSS a ctivities are identified (sales
potential report)
Analysis
Business Ana lystThe identified sales
potentials are given to sales / m arketing in
order to get in contact with the custom er
Tr igger
Mar keting / Sales
Description Ro les & FunctionsSub Task
Business Ana lystBased on th e in sta lled base, the spare pa rt / maintenance history
and the pred icted life time of components
potential CSS a ctivities are identified (sales
potential report)
Analysis
Business Ana lystThe identified sales
potentials are given to sales / m arketing in
order to get in contact with the custom er
Tr igger
Mar keting / Sales
Description Ro les & FunctionsSub Task
D ata Coll ection & Analys is
• Measur ement (Dimension, Perfo rmance, On S ite, …)
and Analysis o f Bar e Sha ft Pum p / Str ing
Pro je ct Ma na g erCon clu sion of the Find ing s a nd
Rec om me nd ation
An alys i s
Pro je ct Ma na g erMe as ure me nt of Vibra ti o n, Nois e, Powe r, Effic ie n cy, Flo w he a d,
NPSH, M otor Pe rfo rma n ce , …
Pe rforma n ce M ea su rem en t
Pro je ct Ma na g erMe as ure me nt of Ba re Sha ft Pu mp
/ En vi ron me nt Dim en sio ns a n d Prop erti es
Dime n sion
M ea su rem en t
Pro je ct Ma na g erCol lec t a ll av ai l ab le Info rmatio n, Data (Dra wing s, BOM, Spe cs , ….)
c ol l ec t a va i la ble
i n fo rma tio n
Fo l lo w up ite rati on whe n
ne ce ss ary
Fo llo w Up
De scr ipt ion Roles & F unctionsSub Ta sk
Pro je ct Ma na g erCon clu sion of the Find ing s a nd
Rec om me nd ation
An alys i s
Pro je ct Ma na g erMe as ure me nt of Vibra ti o n, Nois e, Powe r, Effic ie n cy, Flo w he a d,
NPSH, M otor Pe rfo rma n ce , …
Pe rforma n ce M ea su rem en t
Pro je ct Ma na g erMe as ure me nt of Ba re Sha ft Pu mp
/ En vi ron me nt Dim en sio ns a n d Prop erti es
Dime n sion
M ea su rem en t
Pro je ct Ma na g erCol lec t a ll av ai l ab le Info rmatio n, Data (Dra wing s, BOM, Spe cs , ….)
c ol l ec t a va i la ble
i n fo rma tio n
Fo l lo w up ite rati on whe n
ne ce ss ary
Fo llo w Up
De scr ipt ion Roles & F unctionsSub Ta sk
The engineering tool assessment process
Strategies
SystemRequirements
BusinessRequirements
Assessment•System Requirement fulfillment•Effort to Implement•Risk to fail
RelativeImportance
RelativeImportance
Criticality
SPLM
SPLM | slide 18
The Sulzer product types require a different handling in development and manufacturing systems
PDM ERP
Basic Design
Structure
Aconfigured
pump
Bpre-engineered
pump
pre-engineered
package
config.
selection
order process
relevant design data
design data
order specific design data
Cengineered
pump
engineered
pacjage
Basic Concepts
order specific
basic structureSales Order BOM
Group BOM
Sales Order BOM
config.
rules
Super BOM
Sales Order BOM
order specific design data
Assembly
PartPart
Material
Document
Structured files
Rendered
document
files
SPLM | slide 19
Procedure to define the required functionality
Create Project
Create Project
Description
Create Project
Description
�Create Project, Select Template�give Project Name�define Access Group (Default or Preject Members only)�define Standard Attribute (Start Date,…..)
�Select Team �Add / Remove Folders, Documents according need of project
Activities
�Create Project, Select Template�give Project Name�define Access Group (Default or Preject Members only)�define Standard Attribute (Start Date,…..)
�Select Team �Add / Remove Folders, Documents according need of project
Activities
Manual execution of the project (execution control manual)
Remarks
Manual execution of the project (execution control manual)
Remarks
Status before
Project is not available
Status after
Project is created
Segment ManagerProduct Development ManagerProject Manager
Actors
Segment ManagerProduct Development ManagerProject Manager
Actors
Standard Windchill System
Sulzer Life Cycle / Tours
Adapt Template Project Plan to Project need
Description
Adapt Template Project Plan to Project need
Description
�Select Project Plan�Change, Remove, Add Tasks, Deliverables, Milestone
Activities
�Select Project Plan�Change, Remove, Add Tasks, Deliverables, Milestone
Activities
RemarksRemarks
Status before Status after
Project specific Project Plan is
available (Tasks, Deliverables,
Milestones)
Segment Manager
Product Development Manager
Project Manager
Actors
Segment Manager
Product Development Manager
Project Manager
Actors
Template Project plan is available for project
Adapt Template Project Plan to Project need
Create Project
Create Project
Description
Create Project
Description
�Create Project, Select Template�give Project Name
�define Access Group (Default or Preject Members only)�define Standard Attribute (Start Date,…..)�Select Team �Add / Remove Folders, Documents according need of project
Activities
�Create Project, Select Template�give Project Name
�define Access Group (Default or Preject Members only)�define Standard Attribute (Start Date,…..)�Select Team �Add / Remove Folders, Documents according need of project
Activities
Manual execution of the project (execution control manual)
Remarks
Manual execution of the project (execution control manual)
Remarks
Status before
Project is not available
Status after
Project is created
Segment ManagerProduct Development Manager
Project Manager
Actors
Segment ManagerProduct Development Manager
Project Manager
Actors
Basic Use Cases:- Functional Specification
(Business View) - Standard System Functionality
- Used according to needs of processes
Product- Structure requirements
SPLM | slide 20
System Specification
� Workshop 1
“Process – Overview”
� Workshop 2
“Processes – Details”
� Workshop 3
“SAP- / CAD-Integration”
� Release Planning
� System Implementation
Create Project
Create Project
Description
Create Project
Description
�Create Project, Select Template�give Project Name�define Access Group (Default or Preject Members only)�define Standard Attribute (Start Date,…..)�Select Team �Add / Remove Folders, Documents according need of project
Activities
�Create Project, Select Template�give Project Name�define Access Group (Default or Preject Members only)�define Standard Attribute (Start Date,…..)�Select Team �Add / Remove Folders, Documents according need of project
Activities
Manual execution of the project (execution control manual)
Remarks
Manual execution of the project (execution control manual)
Remarks
Status before
Project is not available
Status after
Project is created
Segment ManagerProduct Development ManagerProject Manager
Actors
Segment ManagerProduct Development ManagerProject Manager
Actors
ID Name / Keyword Description Reference Basic Use Cas Reference Life Cycle note
EZ1
EZ2
EZ3
EZ4
EZ5
EZ6
EZ7
EZ8
EZ9
EZ10
EZ11
EZ12
System Use CaseDefinition
Details / Requirement
Create Project
Create Project
Description
Create Project
Description
�Create Project, Select Template�give Project Name�define Access Group (Default or Preject Members only)�define Standard Attribute (Start Date,…..)�Select Team �Add / Remove Folders, Documents according need of project
Activities
�Create Project, Select Template�give Project Name�define Access Group (Default or Preject Members only)�define Standard Attribute (Start Date,…..)�Select Team �Add / Remove Folders, Documents according need of project
Activities
Manual execution of the project (execution control manual)
Remarks
Manual execution of the project (execution control manual)
Remarks
Status before
Project is not available
Status after
Project is created
Segment ManagerProduct Development ManagerProject Manager
Actors
Segment ManagerProduct Development ManagerProject Manager
Actors
ID Name / Keyword Description Reference Basic Use Cas Reference Life Cycle note
EZ1
EZ2
EZ3
EZ4
EZ5
EZ6
EZ7
EZ8
EZ9
EZ10
EZ11
EZ12
Create Project
Create Project
Description
Create Project
Description
�Create Project, Select Template�give Project Name�define Access Group (Default or Preject Members only)�define Standard Attribute (Start Date,…..)�Select Team �Add / Remove Folders, Documents according need of project
Activities
�Create Project, Select Template�give Project Name�define Access Group (Default or Preject Members only)�define Standard Attribute (Start Date,…..)�Select Team �Add / Remove Folders, Documents according need of project
Activities
Manual execution of the project (execution control manual)
Remarks
Manual execution of the project (execution control manual)
Remarks
Status before
Project is not available
Status after
Project is created
Segment ManagerProduct Development ManagerProject Manager
Actors
Segment ManagerProduct Development ManagerProject Manager
Actors
ID Name / Keyword Description Reference Basic Use Cas Reference Life Cycle note
EZ1
EZ2
EZ3
EZ4
EZ5
EZ6
EZ7
EZ8
EZ9
EZ10
EZ11
EZ12
Create Project
C reate Project
D escript ion
C reate Project
D escript ion
�Cr eate Project, S elect Template�give Project N ame�define Access Group (D efault or Preject Members only)�define Standard A ttribute (Start Date,…..)�Select Team �Add / Remove Folder s, D ocuments accordingneed of project
A ct ivities
�Cr eate Project, S elect Template�give Project N ame�define Access Group (D efault or Preject Members only)�define Standard A ttribute (Start Date,…..)�Select Team �Add / Remove Folder s, D ocuments accordingneed of project
A ct ivities
Manual execution of the pr oject (execution control manual)
R emar ks
Manual execution of the pr oject (execution control manual)
R emar ks
S tatus before
Project is not available
St at us aft er
Project is created
Segment Manager
Pr oduct Development ManagerPr oject Manager
A ct ors
Segment Manager
Pr oduct Development ManagerPr oject Manager
A ct orsCreate Project
C reate Project
D escript ion
C reate Project
D escript ion
�Cr eate Project, S elect Template�give Project N ame�define Access Group (D efault or Preject Members only)�define Standard A ttribute (Start Date,…..)�Select Team �Add / Remove Folder s, D ocuments accordingneed of project
A ct ivities
�Cr eate Project, S elect Template�give Project N ame�define Access Group (D efault or Preject Members only)�define Standard A ttribute (Start Date,…..)�Select Team �Add / Remove Folder s, D ocuments accordingneed of project
A ct ivities
Manual execution of the pr oject (execution control manual)
R emar ks
Manual execution of the pr oject (execution control manual)
R emar ks
S tatus before
Project is not available
St at us aft er
Project is created
Segment Manager
Pr oduct Development ManagerPr oject Manager
A ct ors
Segment Manager
Pr oduct Development ManagerPr oject Manager
A ct ors
Create Project
C reate Project
D escript ion
C reate Project
D escript ion
�Cr eate Project, S elect Template�give Project N ame�define Access Group (D efault or Preject Members only)�define Standard A ttribute (Start Date,…..)�Select Team �Add / Remove Folder s, D ocuments accordingneed of project
A ct ivities
�Cr eate Project, S elect Template�give Project N ame�define Access Group (D efault or Preject Members only)�define Standard A ttribute (Start Date,…..)�Select Team �Add / Remove Folder s, D ocuments accordingneed of project
A ct ivities
Manual execution of the pr oject (execution control manual)
R emar ks
Manual execution of the pr oject (execution control manual)
R emar ks
S tatus before
Project is not available
St at us aft er
Project is created
Segment Manager
Pr oduct Development ManagerPr oject Manager
A ct ors
Segment Manager
Pr oduct Development ManagerPr oject Manager
A ct ors
Business Specification
(Use Cases)
System Specification
(Use Cases)
System Implementation
R1
ID Name / Keyword Description Reference Basic Use Cas Reference Life Cycle note
EZ1
EZ2
EZ3
EZ4
EZ5
EZ6
EZ7
EZ8
EZ9
EZ10
EZ11
EZ12
Function &
RequirementR2
Rn
Release Planning
R1
- UG NX4 Integration (out of the box)- Medusa Integration (out of the box)
- Datastructure/UseCases- UG NX4 / Medusa Integration (out of the box)- Inventor Integration (out of the box)
SPLM | slide 21
Summary
� Requirements for the Sulzer Pumps global PLM system
� Good integration to the already selected ERP tool
� Support for globally distributed engineering and manufacturing
� Sulzer Pumps approach
� Harmonized processes as the foundation for global PLM
� Common understanding of engineering requirements, their importance
and impact
� Selection of the PDM platform
� Segregation of tool implementation and data migration
� Current status and outlook
� Detail specification and release plan done
� Productive system implemented and globally available
� Final scheduling of tool rollout and data migration