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SAP PLM/PPM experience in Comer industries
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THE SAP PLM\PPM EXPERIENCE
IN COMER INDUSTRIES
AGENDA
o The Espedia core competences: SAP PLM and SAP PPM.
o How SAP solutions help companies to run better and faster
o A successful case about the implementation of SAP PLM\PPM in a complex
manufacturing company: Comer Industry
o Key points of these implementations:
• SAP PPM: Implementation of a Project and Portfolio Management: flow relating to new
product development from the "Business Opportunity" up to the "finished product".
Integrated management of project documentation through SAP DMS / DDM.
• SAP PLM: Implementation of the SAP CAD integration with the Siemens NX CAD for 4
separate technical departments, implemented the automatic distribution of the drawings
issued by the designers to the various business units and suppliers.
SAP PPM EXPERIENCE IN COMER INDUSTRIES
PAGE 3
SAP PPM – Product Lifecycle Management @ Comer
Business Opportunities & New Component Specification (NCS)
Portfolio Structure
Business Opportunities (BO)
Commercial Data
Financial Data
Document management
New Component Specification (NCS)
Detail of Activities
Responsibility
Document management
Integrated document management (PPM-DDM)
PAGE 4
SAP PPM – Product Lifecycle Management @ Comer Business Opportunities & New Component Specification (NCS)
PAGE 5
BO Business Opportunity
ACCOUNT MANAGER
DIR. SALES DIR. BU
CHECKLIST/ DATA INPUT
OK OK
KO KO
RESP. UT RESP. BU
VALIDATED IN CHARGE
MISSING INFO REQUEST FURTHER CHECKS
BO CANCELLED
VERIFY VALIDATED
OPEN
BO BO BO
TG2A TG2B TG3 TG4
NPS
NCS
TG development TG offered
TG4 TG1
SAP PPM – Product Lifecycle Management @ Comer Business Opportunities & New Component Specification (NCS)
PAGE 6
BO Business Opportunity
ACCOUNT MANAGER
DIR. SALES DIR. BU
CHECKLIST/ DATI INPUT
OK OK
KO KO
RESP. UT RESP. BU
VALIDATA PRESA IN CARICO
MANCANO INFO RICHIESTE VERIFICHE ULTERIORI
BO ANNULLATA
VERIFY VALIDATE
APERTA
BO BO BO
NCS
[production series]
TG Develop TG Offer
Design offer Costs analysis
Customer offer Receiving order
Upload design preliminary
Master Materials / approval Drawings
Sales order
Sampling
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NCS – New Component Specification
OFFER DEVELOP
SAP PPM – Product Lifecycle Management @ Comer
Business Opportunities & New Component Specification (NCS)
Portfolio Structure
Business Opportunities (BO)
Commercial Data
Financial Data
Document management
New Component Specification (NCS) Detail of Activities
Responsibility
Document management
Integrated document management (PPM-DDM)
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SAP PPM – Product Lifecycle Management @ Comer Portfolio Structure
• Creating and positioning of a Business Opportunity (BO) into Internal Structure Portfolio.
• Portfolio divided along the lines of Business (AGRI, INDUSTRIAL).
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SAP PPM – Product Lifecycle Management @ Comer
Business Opportunities & New Component Specification (NCS)
Portfolio Structure
Business Opportunities (BO)
Commercial Data
Financial Data
Gestione Documentale
New Component Specification (NCS)
detail of Activities
Responsibility
Document management
Integrated document management (PPM-DDM)
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SAP PPM – Product Lifecycle Management @ Comer Business Opportunities (BO) – Commercial Data
• Inserting Master Data and "Commercial" specifications of the Business Opportunity.
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SAP PPM – Product Lifecycle Management @ Comer Business Opportunities (BO) – Financial Data
• Definition of "Finance" specifications of the Business Opportunity.
• Flow approvals of the Business Opportunity: "Verify" & "Validate". If the BO is approved by the Director, it will give
rise to one Element Portfolio (NCS or NPS).
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SAP PPM – Product Lifecycle Management @ Comer Business Opportunities (BO) – Document management
• Integrated Document Management, through a "Front-End" customized (display Initiative) - "Mock-Up"
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SAP PPM – Product Lifecycle Management @ Comer
Business Opportunities & New Component Specification (NCS)
Portfolio Structure Business Opportunities (BO) Commercial Data Financial Data Gestione Documentale
New Component Specification (NCS) detail of Activities Responsibility Document management
Integrated document management (PPM-DDM)
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SAP PPM – Product Lifecycle Management @ Comer New Component Specification (NCS)
• Creating an Element Portfolio by the Program Manager who makes the choice between the two different streams
NPD available : NCS and NPS.
• Customer database, "Commercial and Financial data are inherited from the Business Opportunity of origin.
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SAP PPM – Product Lifecycle Management @ Comer New Component Specification (NCS)
• Flow approvals about "New Component Specification": Offer & Develop.
• Monitoring of the high-level state of progress of the New Component Specification. Integration with Activity Detail
(TASK) needed to PERFORM flow NCS.
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SAP PPM – Product Lifecycle Management @ Comer New Component Specification (NCS) – Dettaglio Attività
• Operational Project with detail Activities: visualization and task management (task).
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SAP PPM – Product Lifecycle Management @ Comer New Component Specification (NCS) – Responsabilità
PAGE 17
TG Develop TG Offer
design offer
analysis costs
offer customer
reception order
Upload Design preliminary
Master Materials / approval Drawings
Sales order
sampling
NCS – New Component Specification
OFFER DEVELOP
ASM PPM PPM PPM
UTC PPM PPM
UTP PPM PPM PPM / ECC
CP PPM
PGM PPM PPM
CS PPM/ ECC
SAP PPM – Product Lifecycle Management @ Comer New Component Specification (NCS) – Dettaglio Attività
• Changing Responsibilities of the various activities organized by the Program Manager.
• The different activities are outsourced and assigned to the various resources involved in the flow NCS: Project
Template will provide a basic configuration that can be modified according to the needs.
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SAP PPM – Product Lifecycle Management @ Comer New Component Specification (NCS) – Dettaglio Attività
• Each PPM User will display the List of Activities of detail assigned to him, into a dedicated Dashboard
•
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Activities can be managed individually or in a multiple-making, confirming the performed Task.
SAP PPM – Product Lifecycle Management @ Comer New Component Specification (NCS) – Dettaglio Attività
• Activity confirmation by the single PPM user in charge of the activity.
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SAP PPM – Product Lifecycle Management @ Comer New Component Specification (NCS) – Dettaglio Attività
• At the confirmation / completion of the Project Activities by the responsible Users, graphics alerts highlights the
status of the project activities, making the monitoring simple and intuitive.
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SAP PPM – Product Lifecycle Management @ Comer New Component Specification (NCS) – Dettaglio Attività
• In addition to the detail visualization, it will be a graphical view from which it’s possible to monitor and manage the
project by using a GANTT.
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SAP PPM – Product Lifecycle Management @ Comer New Component Specification (NCS) – Activity details
• Milestone Trend Analysis: Monitoring of the activities marked as "Milestone" through a graph and a table dedicated.
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SAP PPM – Product Lifecycle Management @ Comer New Component Specification (NCS) – Document management
• Integrated Document Management, through a "Front-End" customized (display Initiative) - Mock-UP
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SAP PPM – Product Lifecycle Management @ Comer
Business Opportunities & New Component Specification (NCS)
Portfolio Structure
Business Opportunities (BO)
Commercial Data
Financial Data
Gestione Documentale
New Component Specification (NCS)
Detail of Activities
Responsibility
Document management
Integrated document management (PPM-DDM)
PAGE 25
SAP PPM – Product Lifecycle Management @ Comer Integrated document management (PPM-DDM)
PAGE 26
TG Develop TG Offer
NCS – New Component Specification
OFFER DEVELOP
BO Business Opportunity
VERIFY VALIDATE
Verify Validate
Business Opportunity
Process Flow
Document Management
NCS
Offer
Develop
Portfolio
BU AGR BU INDUSTRIAL
Portfolio
AGR
INDUSTRIAL
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SAP PPM – Product Lifecycle Management @ Comer Integrated document management (DDM)
• Hierarchical Vision through "DDM Explorer": the structure will be dynamically generated from the creation of the objects
PPM (BO, NCS, NPS). The documents may be managed by PPM or through DDM according to the needs.
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PLM EXPERIENCE IN COMER INDUSTRIES
15/10/2014 PAGE 28
Keypoints
• Projects overview • Landscape for R&D area
– Landscape Overview – NCS e NPS flows
• Basic e Advanced – Integrated Document Management – Improvement of the usage of CAD Interface
• Upgrade ECTR • Workflow • Coding
– Engineering Change & EBOM/MBOM – Pubblication
PAGE 29
Integrated document management
SAP «VISION OF REFERENCE» (1)
30
Business Opportunity
Upload preliminary design Sale order
OFFER DEVELOP
TG2A TG2B TG3
TG4
TG4
TG1
New Component Specification (NCS)
New Product Specification (NPS)
WORKFLOW SAP
PD
M
ECTR EBOM / MBOM
CAD CAD
Documenti APQP Passive Flow Documents
Customer Claim
Facilities management
EBOM / MBOM
Gestione Documentale Integrata
CURRENT COVERAGE
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Business Opportunity
Upload Disegno Preliminare
Ordine Vendita
OFFER DEVELOP
TG2A TG2B TG3
TG4
TG4
TG1
New Component Specification (NCS)
New Product Specification (NPS)
WORKFLOW SAP
PD
M
ECTR EBOM / MBOM
CAD CAD
Document APQP Document passive flow
Customer Claim
Facilities management
ECR Management
already implemented
To implemented
©2013 Espedia Consulting Group – All rights reserved – Proprietary and confidential
PROJECT Roadmap
Basic process Evolutive
Basic process Evolutive
Integrated document management
PDM
EBOM/MBOM
Document
NCS flow
NPS flow
32
NPS & NCS flows
PAGE 33
BO Business Opportunity
ACCOUNT MANAGER
DIR. SALES DIR. BU
CHECKLIST/ DATA INPUT
OK OK
KO KO
RESP. UT RESP. BU
VALIDATED IN CHARGE
MISSING INFO REQUESTS MORE CHECKS
BO CANCELED
VERIFY VALIDATE
OPEN
BO BO BO
TG2A TG2B TG3 TG4
NPS
NCS
TG development TG offer
TG4 TG1
NCS flow - Basic
PAGE 34
BO Business Opportunity
ACCOUNT MANAGER
DIR. SALES DIR. BU
CHECKLIST/ DATI INPUT
OK OK
KO KO
RESP. UT RESP. BU
VALIDATA PRESA IN CARICO
MANCANO INFO RICHIESTE VERIFICHE ULTERIORI
BO ANNULLATA
VERIFY VALIDATE
APERTA
BO BO BO
NCS
[Produzione Serie]
TG Develop TG Offer
Offer disegn Costs analysis
Customer offer
Receiving order
Upload preliminary design
Master Materials / approval Drawings
Sales order
Sampling
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NCS – New Component Specification
OFFER DEVELOP
NPS flows - Basic
PAGE 35
BO Business Opportunity
ACCOUNT MANAGER
DIR. SALES DIR. BU
CHECKLIST/ DATI INPUT
OK OK
KO KO
RESP. UT RESP. BU
VALIDATA PRESA IN CARICO
MANCANO INFO RICHIESTE VERIFICHE ULTERIORI
BO ANNULLATA
VERIFY VALIDATE
APERTA
BO BO BO
NCS
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NPS – New Product Specification
TG 1 TG 2A TG 2B TG 3 TG 4 TG 5
To be Defined/Reviewed
NCS/NPS flow basic • The new management of NCS / NPS Comer aims to provide a range of benefits which
refer in general to the recent implementation of SAP PPM tool to support the management of the Business Opportunities and New Product / Component Specification, integrating the platform PPM support to the new defined process.
Expected benefits
• Reduce time to market
• Standardize and regulate the management of the NCS / NPS between the various BU
• Unify the tools currently used by exploiting SAP PPM and eliminating as much as possible to Other Media
• Having a single DB for access to information
• Improve the traceability of the flow of NCS
• Develop KPI
PAGE 36
PPM
DOC
IND CAD
PDM
Integrated document management
PAGE 37
TG Develop TG Offer
NCS – New Component Specification
OFFER DEVELOP
BO Business Opportunity
VERIFY VALIDATE
Verify Validate
Business Opportunity
Process Flow
Document Management
NCS
Offer
Develop
Portfolio
BU AGR BU INDUSTRIAL
Portfolio
AGR
INDUSTRIAL
• Versioning • Lifecycle • Classification
Integrated document management
• Extending the use of the dashboard document DDM (currently in use for document management flows are invoiced) to the rest of the documentation related to the processes NPS and NCS
Expected benefits:
• Having a single repository for document management process APQP
• Managing the life cycle of the various documents through robust procedures and controlled
• Manage the versioning and revisioning of the various documents
• Use the classification as a research tool of the various documents, in a transverse processes NCS and NPS
PAGE 38
PPM
DOC
IND CAD
PDM
Process Integration with Technical data - PDM
PAGE 39
[production series]
TG Develop TG Offer
design offer
Costs analysis Customer offer
Receiving order
Upload preliminary design
Master Materials / approval Drawings
Sale order
Sampling
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NCS – New Component Specification
OFFER DEVELOP
PD
M
MM
• Coding • Classification
Integration of technical data- PDM
• Optimizing the current user interface designers to the CAD system (ECTR) and
integrate with a number of streams of coding and release of technical data
(drawings, BOMs and Master Data Items)
Expected benefits:
• Use single user interface for designers CAD
• Allowing concurrent engineering CAD systems
• Manage workflow of release of technical data and integrating these flows with
the process manager PPM
• Manage the process of coding and classification of items
PAGE 40
PPM
DOC
IND CAD
PDM
EBOM/MBOM
PAGE 41
[production series]
TG Develop TG Offer
design offer
costs analysis
Customer offer Receiving order
Upload preliminary design
Master Materials / approval Drawings
Sales order
Sampling
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NCS – New Component Specification
OFFER DEVELOP
PD
M
Manufacturing
Product
Developmen
t
Services
DEVELOP
Industrialization and management of EBOM/MBOM
• Introducing a stream of change management techniques that lead to turn in
Manufacturing Engineering EBOM/BOM.
Expected benefits:
• Manage the process of technical change and its process of authorization to
change
• Analyze the impact of a change on the Engineering BOM before issuing such a
change on the Manufacturing BOM
• Managing the Workflow creation of the Engineering Change Request and the
involvement of the various institutions that lead to the release of the request
and its transformation into a change order
• Perform such activities starting from the interface of the designers (ECTR)
PAGE 42
PPM
DOC
IND CAD
PDM
Document pubblication
• Taking advantage of the process of issuing documents to "publish" with the same security in non-editable format on a portal should be consulted.
Expected benefits:
• Define groups of users that are allowed access (display) of the relevant documentation in relation to its various states.
• Allow the extraction from the SAP system of technical documentation in support of a material (for internal use, for example for different areas such as: production, purchasing, acceptance and control etc., or for outdoor use, for example, to send suppliers, customers etc .)
• Allowing programs / interfaces / corporate portals extract / properly access to documents that have a certain status.
PAGE 43
PPM
DOC
IND CAD
PDM
Project Roadmap
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Basic process Basic process
Basic process Basic process
Integrated document management
PDM
EBOM/MBOM
Publication of Documents
NCS flow
NPS flow
SAP «VISION OF REFERENCE»(2)
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Thank you
Gianni Pelizzo Managing Director Espedia Srl Treviso Padua Bologna Milan
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