product data management initiative overview joint aviation conference
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DLA
Product Data Management Initiative Overview
Joint Aviation Conference
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AgendaAgenda
• PDMI Program Overview
• Product Lifecycle Management Capabilities
• PDMI Solution Discussion
• Improvement Opportunities
3
Business Systems Modernization - BSM
- End-to-end ERP- Order Fulfillment, Planning, Procurement, Financial
Integrated Data Environment – IDE- Esynchronizes DLA’s Internal Processes- Provides DOD-wide Log Data Exchange & Interoperability
Customer Relationship Management – CRM - Processes, Tools and People to Move from Transaction-based to Partner Relationships Product Data Management Initiative (PDMI)
- Will Deliver a DLA-wide Product Data/Product Lifecycle Management and Collaboration System
Distribution Planning Management System - DPMS - Robust Material Positioning & Warehouse Optimization- Global Decision Making & Management for 25 Depots
BSM Energy- Commercial Software, Deploying Now
Reutilization & Modernization Program- Enhancing/Modernizing the DRMS
Common Food Management System - CFMS - Combines retail functionality with wholesale functionality of Subsistence Total Order and Receipt Electronic System
Program OverviewProgram Overview
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Program OverviewProgram Overview
• DLA's overall transformation strategy requires all DLA business operations to upgrade their IT capabilities, including Technical and Quality functions
• BSM Release 2.0 functional blueprinting identified the need for technical document management and workflow management
• As a result, DLA has begun an Agency-wide Product Data Management Initiative (PDMI) whose objectives are to:– Increase the accuracy and accessibility of product data needed
to make informed engineering and procurement actions– Provide a single enterprise application that supports one
location and access of product data for authorized users– Link to the SAP application being developed and implemented
where required to support ongoing business processes• PDMI Program Office Established in Oct 2004
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Program Definition
PDMI• Bidset preparation
•Document maintenance/version management
• Document repository (JEDMICS)•Collaboration with customers
& suppliers•ECP/ECN management
BSM• Tech review of PRs
• Match PR with specs & QAP• Tech/Quality history• Vendor performance
management•Product quality complaint mgmt
•Bills of Material •Packaging data
FLIS/CRS•National Stock Number items
•New item introduction•Item descriptions
•Establishment & Maintenance •of NSN relationships
•Reference data
Services Data Environment
(Army PLM plus)
The PDMI is the DLA’s strategy for transforming the Agency’s Technical and Quality business processes and capabilities. The Technical and Quality business process is one
of the five core business processes comprising DLA’s BSM strategy. The PDMI will provide part of the Technical and Quality business process solution
IDE
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PDMI Capabilities
• Consolidate DLA Technical Data From:– Multiple JEDMICS– Shared drives– Personal computers– Desk drawers
• Provide Data Accessibility & Visibility to:– Product specialists– TQ community– Customers– Suppliers
• Create Bid Sets– Replace DBI, ABI, CAPERS
• Link to Existing Databases:– ASSIST– MEDALS
• Allow Collaboration on:– Engineering support– Specification preparation
• Establish Capability for Future Links to:– Service data repositories– OEM data repositories
Take advantage of current product lifecycle management capabilities
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Automation of Tech Businesses
Integration with Design Activities
Integration with BSM
Increment 1
Increment 2
Increment 3
•
Automated Capabilities for the Management and Use of Product Data Supporting DLA Business Processes
PDMI Objective
Vision/Strategy
• Technical data repository
• Bidset preparation
• Interface to ASSIST & MEDALS
• Replace ESA and JEDMICS
• Technical programs
• Specification authoring
• GEM program
• Collaboration with Design Activities
• Links to Services Engineering Data
• Links to Vendor Drawings
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8/05 9/05 10/05 11/05 12/05 1/06 2/06 3/06 4/06 5/06 6/06 7/06 8/06 9/06Sustainment
Oct. – Dec. 06
Increment I Increment I High Level Schedule High Level Schedule
DesignBPR
Milestone
Progress Checkpoint
12/08PDR
10/25SRR
Legacy Support
System Stabilization / OT&E
Develop Test
Deploy
08/08DRR
09/08Go Live
04/10TRR
Monthly Status Reports02/08
IPR03/08IPR
05/08IPR
06/08IPR
01/09CDR
OTRR
Test Pass 1
Test Pass 2
Test Pass 3
Migration Design Mock MigrationsCut-over
Mock 1 Mock 2 Mock 3 Mock 4
Organizational Design
Communications
Training Design, Development, Test, TTT
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PDMI Application ViewPDMI Application View
6 PDMI 503
DoD JEDMICS FLISMEDALS ASSIST
Enterprise PortalS
AP
C-F
old
ers
SAP Workflow
Physical Data Stores
OE
Ms
/ S
up
pli
ers
Ser
vic
es /
War
fig
hte
rs
Enterprise Application Integration
SAP DocumentMgmt System
SAP DocumentMgmt System
BSMPDMI Mylars
Process Form 339’s
ViewBid sets
Post Bid sets
CreateForm
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Send techdata forForm 339
View documentsMaterialreviews
Documentmetadata
Document metadata
Document
To Material
association
Updatemaster
data
Search fortechnical data
Updateassetindex
Updatestandards
data
Technical and quality reporting
Product Data and
IXOS Document
Vault
Document Viewer
Document Viewer
SAP Smart-Forms
SAP Smart-Forms Organize technical data
Link to product metadata
SAP Business WarehouseSAP Business Warehouse
MaterialMgmt Module
MaterialMgmt Module
Manage product definition
Manage business rules for material management (CSI, SPC etc)
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AgendaAgenda
• PDMI Program Overview
• Product Lifecycle Management Capabilities
• PDMI Solution Discussion
• Improvement Opportunities
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Product Designand Launch
Production and Distribution Aftermarket Service / Product Withdrawal
Supply ChainManagement
Customer Relationship Management
Product Lifecycle Management
Start of production ObsolescenceFirst idea
End ofproduction
Profitability target• Volume• Price
PLM ScopePLM Scope
PLM makes all product and project specific information available throughout the organization and also with customers and partners across enterprise boundaries.
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Enterprise DataManagement
Cooperation Between Enterprises
Collaborative Businesses
Engineering ProductionDelivery /
Service Marketing
Solution for the engineering function
Store and manage engineering drawings and related CAD files.
Additional capabilities such as change orders, configuration management and visualization
Information silos Sequential information flow Lack of tracking
Convert sequential processes into collaborative networks with all partners involved —component suppliers, contract manufacturers, customers, third party design partners.
Client Client
PLM EvolutionPLM Evolution
BrandOwner
ContractEngineer
ServicesSupplier
ComponentsSupplier
OEM
Two clear trends have emerged in PLM: Inclusion and Collaboration.
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TeamsIntegration
Levels
FunctionalIntegration Levels
Process IntegrationProcess Integration
PLM enables a level of process and organization integration which was not
previously achievable.
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Integrated Product Integrated Product Environment Environment
Illustrative
PLMApplication
Computer Aided Design
CRM Application
Customer Support
Application
Shop Floor Execution
ERP
CAD Items BOMs Drawings
Shop Floor BOMs / Routings Visual Aids / Mfg Instructions
ERP Items BOMs ECs
CRM Application Customer Needs / Requirements Order Configurations
Customer Support As-Maintained Product Data Repair / Warranty Data
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Business BenefitsBusiness Benefits
Benefit How Achieved
Reduce Time to Market
Increase Revenues
Reduce Costs
Improve Product Quality
Increase Customer Satisfaction
• Better coordination between development and manufacturing• Sharing accurate content across the organization• Quicker and more accurate decision-making during development
• Reduce time to volume through manufacturing/development coordination
• Requirements management process integrated with marketing• Improved resource allocation for development projects
• Improved change management processes and communication• Better equipment and plant performance through improved
maintenance and utilization
• Integrated quality management across development, production, and maintenance
• Improved service offerings• Responsive product development
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AgendaAgenda
• PDMI Program Overview
• Product Lifecycle Management Capabilities
• PDMI Solution Discussion
• Improvement Opportunities
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The SAP PLM solution supports all the processes related to customer requirements, product specification, product engineering and project management.
Technical Assets Management
Preventive and Predictive Maintenance Maintenance Execution Work Clearance
ManagementAsset Life-Cycle Management
Audit Management Quality Control Quality ImprovementQuality Management
Document Management Integration
Change & Configuration Management
Life-Cycle Data Management
Product Structure Management Recipe Management
Program & Project Management Project Planning Project Execution Interfaces Program Management
Life-Cycle Collaboration and Analytics Design Collaboration Analytics Enterprise Portal
ContentCollaborative Project
Management Quality Collaboration
Environment, Health & Safety
Product Safety
Hazardous Substance
Management
Dangerous Goods
Management
Occupational Health
Basic Data and Tools
Waste Management
Industrial Hygiene and
Safety
SAP Exchange
SAP Enterprise Portals
SAPCRM
IndustrySolutions
SAPFinancials
SAPHR
SAPE-Procurement
SAPBI
SAPSCM
SAPPLM
Introduction to SAP PLMIntroduction to SAP PLM
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Lifecycle Data Management provides integrated engineering capabilities for managing requirements, bills of materials, routing and resource data, recipes,
CAD models, and related technical documents.
Lifecycle Data ManagementLifecycle Data Management
Document Management
– Manage specifications, bills of material, routing data, project structures, recipes and related technical documents
Product Structure Management
Integration
– Fully supported out-of-the-box integration to different computer aided design (CAD) systems
Change and Configuration Management
– Manage the conceptual and early design phase with product designer capability to maintain maximum flexibility for adding and deleting documents, drawings and materials
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Asset Lifecycle Management assists in equipment planning, operation, maintenance, and replacement process and enables greater control and accuracy
Technical assets management
– Equipment structures, documentation
Business partner collaboration
– Purchasing of services and parts
Preventive maintenance
Work clearance management
Work order cycle (asset planning, routeplanning, shutdown planning)
Asset Lifecycle Asset Lifecycle ManagementManagement
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Program & Project Management provides capabilities to plan, manage, and control product portfolios and the complete product development process
Program and Project Program and Project ManagementManagement
Strategic Program Management
Life Cycle Profitability Analysis
– Perform Earned-Value and profitability analysis by consolidating earnings and profitability over the entire life cycle
Project Management
– Plan and manage project schedules and resources
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Life Cycle Collaboration integrates development partners, customers and suppliers and allows them to communicate information across virtual teams.
Lifecycle CollaborationLifecycle Collaboration
Design Collaboration
Collaborative Project Management
Quality Collaboration
Supplier Collaboration
Enterprise Portal Content
PLM Analytics
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Quality Management enables continuous process improvement through collaboration and sustained quality control.
Quality engineering
– Engineering workbench, audit managementvendor evaluation, stability study
Quality control
– Inspectors workplace, mobile inspectionsstatistical process control (SPC)
Quality improvement
– QM manual, notifications, Internetservice requests, solution database
Quality collaboration
Quality ManagementQuality Management
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Environmental Health and Safety ensures regulatory compliance, helps to maintain a positive public image and safe working environment.
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Product safety
– Specification management/phrase management
Dangerous goods management
– Dangerous goods regulation data
Industrial hygiene and safety
– Safety site inspections, risk assessment
Waste management
– Disposal processing
Occupational health
– Health surveillance protocols, medical service
Environmental Health Environmental Health and Safetyand Safety
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User ExperienceUser Experience
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AgendaAgenda
• PDMI Program Overview
• Product Lifecycle Management Capabilities
• PDMI Solution Discussion
• Improvement Opportunities
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PDMI Process ModelPDMI Process Model
ItemScreening
Create Item & Store Docs
Item Introduction
Doc Develop Doc Control
Item Master Data Mgmt
Data Dissemination
Item Definition
Analysis & Prioritize
EOL Analysis Collab Disposition
End of Life
Component Management (out of scope for Increment I)
During blueprinting we defined 4 overall process areas and associated processes that define PDMI. 7 of those processes are in scope for Increment 1
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Process ImprovementsProcess Improvements
During blueprinting, we identified process improvements throughout the 7 in-scope processes. Major changes fall into three categories:
• Item Introduction – Create Items and Store Documents• Document Management
– Document Control– Document Development– Dissemination– Disposition
• Solicitation Support– Analysis and Prioritization– Item Master Data Management– Dissemination
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Process ImprovementsProcess ImprovementsItem IntroductionItem Introduction
ItemScreening
Create Item & Store Docs
Item Introduction
Doc Develop Doc Control
Item Charact Mgmt
Data Dissemination
Item Definition
Analysis & Prioritize EOL Analysis Collab Disposition
End of Life
Component Management (out of scope for Increment I)
• DLIS catalogers have access to technical data to fully describe new items
• All LR technical data passes through DLIS, complementing the BSM R2.2 LR solution
• DLIS catalogers scan and store documentation during cataloging• DLIS catalogers and DLA product specialists can collaborate using
SAP cFolders• Technical data established in SAP DMS at time of item creation (LR
or SSR)
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Process ImprovementsProcess ImprovementsDocument ManagementDocument Management
ItemScreening
Create Item & Store Docs
Item Introduction
Doc Develop Doc Control
Item Charact Mgmt
Data Dissemination
Item Definition
Analysis & Prioritize EOL Analysis Collab Disposition
End of Life
Component Management (out of scope for Increment I)
• Consolidated processes for managing all document types (drawings, specifications, etc.)
• Proactively acquire correct versions and revisions of technical data
• Up-front creation of document structures to streamline dissemination
• Reuse of document structures across multiple NSNs
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Process ImprovementsProcess ImprovementsSolicitation SupportSolicitation Support
ItemScreening
Create Item & Store Docs
Item Introduction
Doc Develop Doc Control
Item Charact Mgmt
Data Dissemination
Item Definition
Analysis & Prioritize EOL Analysis Collab Disposition
End of Life
Component Management (out of scope for Increment I)
• Technical reviews based on planned buys, reducing TQ contribution to ALT
• Single, enterprise-wide solution for document distribution• Integration of engineering support requests into primary
product specialist application (SAP)• Multiple NSNs on single engineering support request, when
applicable
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Enterprise DataManagement
Cooperation Between Enterprises
Collaborative Businesses
Engineering ProductionDelivery /
Service Marketing
Solution for the engineering function
Store and manage engineering drawings and related CAD files.
Additional capabilities such as change orders, configuration management and visualization
Information silos Sequential information flow Lack of tracking
Convert sequential processes into collaborative networks with all partners involved — component suppliers, contract manufacturers, customers, third party design partners.
BrandOwner
ContractEngineer
ServicesSupplier
ComponentsSupplier
OEM
Beyond Increment IBeyond Increment I
Increment I Focus Post-Increment I Focus
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Collaboration Leading Collaboration Leading PracticesPractices
1. Work with supply chain partners to proactively identify end-of-life parts and execute EOL plan
2. Work with suppliers on quality issues• Share supplier technical performance statistics with the purchasing organization and the
supplier• Deploy cross-functional teams to work with suppliers who are having quality issues
3. Maintain a single master• Avoid translations, copies, and redundant storage of data• Use views and access privileges instead of different versions• Applies to BOMs, engineering models, documentation, and material records
4. Deploy collaborative capabilities – people will use them• Integrations to third part viewers allow non-engineers to view CAD files• Workflows, redlines, and projects create non-real time collaborative capability• Virtual meetings with real-time internet redlines
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Collaboration Leading Collaboration Leading PracticesPractices
5. Eliminate latency in change order execution• Get a “heads-up” to pending changes before they are released• If possible, become a member of the design authority’s change control board • Automate the extraction, translation, and import of change data
6. Understand and communicate the cost impact of design decisions• Inventory obsolescence, increased lead times and component costs should be
traced back to the change responsible7. Optimize the number of “touches” and manual steps in loading engineering
content• Generally, fewer touches is better (results in cleaner data), but...• Validate key data prior to finalizing in the PDM system
8. Provide feedback • Suggest changes which save money or improve quality• Inform the design authority of the operational impact of their proposed changes
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QuestionsQuestions
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