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Automating to-configuration outputs with Rulestream Bo Hald Nielsen PLM-Europe Tuesday 24 of october Room 1 (17:00 – 17:30)

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Page 1: Automating to-configuration outputs with Bo Hald Nielsen · process, at end email notification with a link is send by email. 4. Follow link and Download 5. All the generated ... (PS/PE)

Automating to-configuration outputs with Rulestream

Bo Hald Nielsen

PLM-EuropeTuesday 24 of octoberRoom 1 (17:00 – 17:30)

Page 2: Automating to-configuration outputs with Bo Hald Nielsen · process, at end email notification with a link is send by email. 4. Follow link and Download 5. All the generated ... (PS/PE)

2 | Danfoss Power Solutions – overview, Latest update: Sept. 27, 2016

Danfoss Power Solutions facts

Sales - 2016 11,948m DKK / 1,775m USD

Employees 6,404

Worldwide sales more than 80 countries

Sales companies in 17 countries

Factories 20 in 10 countries

Top three markets USA, Europe and China

Page 3: Automating to-configuration outputs with Bo Hald Nielsen · process, at end email notification with a link is send by email. 4. Follow link and Download 5. All the generated ... (PS/PE)

3 | Danfoss Power Solutions – overview, Latest update: Sept. 27, 20163 |

Hydrostatic transmissions

Orbital motors

Electronic components

Steering solutions

Proportional Valve Groups

Solutions to help customers control and deliver hydraulic power in their applications

Open circuit axial piston pumps

Page 4: Automating to-configuration outputs with Bo Hald Nielsen · process, at end email notification with a link is send by email. 4. Follow link and Download 5. All the generated ... (PS/PE)

4 | Danfoss Power Solutions – overview, Latest update: Sept. 27, 20164 |

Introduction to PVG (complexity of product)

Page 5: Automating to-configuration outputs with Bo Hald Nielsen · process, at end email notification with a link is send by email. 4. Follow link and Download 5. All the generated ... (PS/PE)

5 | Danfoss Power Solutions – overview, Latest update: Sept. 27, 20165 |

Old Manual process – Print requests

Customer

• Realize need

Account Manager or Distributer

• Do we have an existing solution

Phone, Email

SystemApplicationEngineer

• Do we have an existing solution

SalesForceInquiry

ProductApplication

Engineer• Do we have

an existing solution

SalesForceInquiry

Drafter

• Do we have an existing solution

• Manually Create Model and Drawing

SalesForceInquiry

Page 6: Automating to-configuration outputs with Bo Hald Nielsen · process, at end email notification with a link is send by email. 4. Follow link and Download 5. All the generated ... (PS/PE)

6 | Danfoss Power Solutions – overview, Latest update: Sept. 27, 20166 |

Background- Why are we doing itSystem Application Engineering

Non-Core;

71,7%

Core; 27,8%

Core/Non-Core Activity Split 2016

Print Requests

(non core);

38%

Specifications

(non core);

19%

Others

(non core);

18%

Replacement

Spare/Parts

Product

(non core); 25%

Non-Core Activity Split 2016

38% of 71% 27 % of the

requests to our SAE org. are related to print requests (3D & 2D)

Global SAE HeadcountEU ~40NA ~25APAC ~15

Page 7: Automating to-configuration outputs with Bo Hald Nielsen · process, at end email notification with a link is send by email. 4. Follow link and Download 5. All the generated ... (PS/PE)

7 | Danfoss Power Solutions – overview, Latest update: Sept. 27, 20167 |

New “Automated” process

• Generate with Tool

Customer

Account Manager or Distributer

SystemApplicationEngineer

ProductApplication

Engineer

Drafter

• Realize need

• Do we have an existing solution

• Do we have an existing solution

• Do we have an existing solution

Phone, Email

SalesForceInquiry

SalesForceInquiry

SalesForceInquiry

Internals QA Phase1st Wave2nd Wave3rd Wave

Externals4th Wave5th Wave

Page 8: Automating to-configuration outputs with Bo Hald Nielsen · process, at end email notification with a link is send by email. 4. Follow link and Download 5. All the generated ... (PS/PE)

8 | Danfoss Power Solutions – overview, Latest update: Sept. 27, 20168 |

Who was involved

Contract with Siemens

• Partnership with IDEAL PLM

• 2 Consultants

• 1 week Onsite combined training in Rulestream and Project startup

• 3 days Onsite workshop midproject

• Online support (Skype and Slack) 2x2 hours @ week

Danfoss participants

• Digital Marketing (Sales & Marketing)

• IT (Engineering IT, PLM)

• Business Unit PVG

• 3 participants

• @3 days a week for 1 month

• @2 days a week for 1 month

• @1 day a week for 1 month

• Rulestream special partner for Nordic region• Over 5 years experience in

Rulestream • Over 25 years of partnership with

Siemens PLM - 1992• PLM, CAD & Digital

Manufacturing• Local operations in Finland and

Russia• 82 Employees • Over 500 PLM customer

locations

Page 9: Automating to-configuration outputs with Bo Hald Nielsen · process, at end email notification with a link is send by email. 4. Follow link and Download 5. All the generated ... (PS/PE)

9 | Danfoss Power Solutions – overview, Latest update: Sept. 27, 20169 |

How did we do it

1. Setup Development Environment

• Rulestream

• Teamcenter

2. Picked a few sample components

• Figured out how to build the 3D model (1/3 of the work)

• Figured out how to do the 2D drawings (2/3 of the work)

3. Realized that CDE were the way to go

• One to many relations, 200 CDE cover 1500+ parts

4. Analyzed the needed data components to make the framework work.

5. Generate all the needed CDEs

• Containing all the planes, coordinate systems, PMI, … needed

6. Establish relationship in-between CDEs and Parts in Teamcenter

7. Setup Drawing templates in NX

Page 10: Automating to-configuration outputs with Bo Hald Nielsen · process, at end email notification with a link is send by email. 4. Follow link and Download 5. All the generated ... (PS/PE)

10 | Danfoss Power Solutions – overview, Latest update: Sept. 27, 201610 |

How does the solution work1. Login

• Salesforce (Internal)

• Partnerlink (External)

2. Go to request webpage

• Fill in spec sheet Manual or uploadeexcel spec sheet

Page 11: Automating to-configuration outputs with Bo Hald Nielsen · process, at end email notification with a link is send by email. 4. Follow link and Download 5. All the generated ... (PS/PE)

11 | Danfoss Power Solutions – overview, Latest update: Sept. 27, 201611 |

How does the solution work1. Login

• Salesforce (Internal)

• Partnerlink (External)

2. Go to request webpage

• Fill in spec sheet Manual

• Uploade excel spec sheet

3. Wait for batch job to process, at end email notification with a link is send by email.

Page 12: Automating to-configuration outputs with Bo Hald Nielsen · process, at end email notification with a link is send by email. 4. Follow link and Download 5. All the generated ... (PS/PE)

12 | Danfoss Power Solutions – overview, Latest update: Sept. 27, 201612 |

How does the solution work1. Login

• Salesforce (Internal)

• Partnerlink (External)

2. Go to request webpage

• Fill in spec sheet Manual

• Uploade excel spec sheet

3. Wait for batch job to process, at end email notification with a link is send by email.

4. Follow link and Download

5. All the generated outputs are stored in Teamcenter for later documentation

Page 13: Automating to-configuration outputs with Bo Hald Nielsen · process, at end email notification with a link is send by email. 4. Follow link and Download 5. All the generated ... (PS/PE)

13 | Danfoss Power Solutions – overview, Latest update: Sept. 27, 201613 |

Processing a request-What happens

Page 14: Automating to-configuration outputs with Bo Hald Nielsen · process, at end email notification with a link is send by email. 4. Follow link and Download 5. All the generated ... (PS/PE)

14 | Danfoss Power Solutions – overview, Latest update: Sept. 27, 201614 |

Generated output – 3D model

Page 15: Automating to-configuration outputs with Bo Hald Nielsen · process, at end email notification with a link is send by email. 4. Follow link and Download 5. All the generated ... (PS/PE)

15 | Danfoss Power Solutions – overview, Latest update: Sept. 27, 201615 |

Generated output - PDF

2D drawing

• Overall Drawing

Page 16: Automating to-configuration outputs with Bo Hald Nielsen · process, at end email notification with a link is send by email. 4. Follow link and Download 5. All the generated ... (PS/PE)

16 | Danfoss Power Solutions – overview, Latest update: Sept. 27, 201616 |

Generated output - PDF

2D drawing

• Overall Drawing

• Product drawing

Page 17: Automating to-configuration outputs with Bo Hald Nielsen · process, at end email notification with a link is send by email. 4. Follow link and Download 5. All the generated ... (PS/PE)

17 | Danfoss Power Solutions – overview, Latest update: Sept. 27, 201617 |

Generated output - PDF

2D drawing

• Overall Drawing

• Product drawing

• A number of different views with measurements

Page 18: Automating to-configuration outputs with Bo Hald Nielsen · process, at end email notification with a link is send by email. 4. Follow link and Download 5. All the generated ... (PS/PE)

18 | Danfoss Power Solutions – overview, Latest update: Sept. 27, 201618 |

Generated output - PDF

2D drawing

• Overall Drawing

• Product drawing

• A number of different views with measurements

Page 19: Automating to-configuration outputs with Bo Hald Nielsen · process, at end email notification with a link is send by email. 4. Follow link and Download 5. All the generated ... (PS/PE)

19 | Danfoss Power Solutions – overview, Latest update: Sept. 27, 201619 |

Generated output - PDF

2D drawing

• Overall Drawing

• Product drawing

• A number of different views with measurements

• Table with references to sizes

Page 20: Automating to-configuration outputs with Bo Hald Nielsen · process, at end email notification with a link is send by email. 4. Follow link and Download 5. All the generated ... (PS/PE)

20 | Danfoss Power Solutions – overview, Latest update: Sept. 27, 201620 |

Generated output - PDF

2D drawing

• Overall Drawing

• Product drawing

• A number of different views with measurements

• Table with references to sizes

• Information Box

Page 21: Automating to-configuration outputs with Bo Hald Nielsen · process, at end email notification with a link is send by email. 4. Follow link and Download 5. All the generated ... (PS/PE)

21 | Danfoss Power Solutions – overview, Latest update: Sept. 27, 201621 |

What is next-Rulestream @ Danfoss Power Solutions

• Optimization

• How can we get the batch job to process faster?Currently we are at 7-10min per request

Page 22: Automating to-configuration outputs with Bo Hald Nielsen · process, at end email notification with a link is send by email. 4. Follow link and Download 5. All the generated ... (PS/PE)

22 | Danfoss Power Solutions – overview, Latest update: Sept. 27, 201622 |

What is next-Rulestream @ Danfoss Power Solutions

• Optimization

• How can we get the batch job to process faster?Currently we are at 7-10min per request

• Business Unit PVG

• All modular PVG products

• Cover all facilities

• Add outputs

• Line diagram

• Exploded view

“It all needs to be done by end of next year”Vice President BU Business & Sales development

Page 23: Automating to-configuration outputs with Bo Hald Nielsen · process, at end email notification with a link is send by email. 4. Follow link and Download 5. All the generated ... (PS/PE)

23 | Danfoss Power Solutions – overview, Latest update: Sept. 27, 201623 |

What is next-Rulestream @ Danfoss Power Solutions

• Optimization

• How can we get the batch job to process faster?Currently we are at 7-10min per request

• Business Unit PVG

• All modular PVG products

• Cover all facilities

• Add outputs

• Line diagram

• Exploded view

• Rollout in all Business Unites

• Setup training

• Setup pilot projects

• Plan roadmap for all our configurable products.

• Integrate into overall Architecture

CustomersProducts

Pricing (lookup)CustomersProducts

Configuration Rules (PS/PE)Pricing Procedure

SAP ERPSAP ERP

RuleStream- 2D Drawings

- 3D Models

- Schematics

- ETO

SAP ERP

salesforce

ConfigIt-Quote

-Price

-Configure

SAP Account InformationOpportunity

Quotation- Header/Items- Pricing

Customer Communication

Product (attributes, text)Assets

Quotation- Header/Items- Pricing

‘Master Model Code’Quotation Print

Product ComponentDrawings

PIM

DAMSAP MDM

Facade

PLM

Team Center

Product CreationBOM

Routing

Document

Generator

Product Component Master DataCharacteristics

Drawings/Models/Schematics

Product Drawings/Models/Schematics

CAD file (step)Drawings/Documents

(PDF/JPG?)

DITA- Literature

Generator

Literature (PDF)

Page 24: Automating to-configuration outputs with Bo Hald Nielsen · process, at end email notification with a link is send by email. 4. Follow link and Download 5. All the generated ... (PS/PE)

24 | Danfoss Power Solutions – overview, Latest update: Sept. 27, 201624 |

Lessons Learned-Upgrade to latest version … FIRST

Team Center upgrade and NX upgrade

• Teamcenter 8.5 10.1 11.0

• NX 8.5 11.0

• Rulestream 8.11.2 8.13.0

• Most of the issues (Time bandits) we encountered were related to functionality not supported in current version of either Rulestream, NX, or the combination of the two versions.

• IDEAL PLM and Siemens did a good job at capturing there issues and fixing them in next release of Rulestream

Page 25: Automating to-configuration outputs with Bo Hald Nielsen · process, at end email notification with a link is send by email. 4. Follow link and Download 5. All the generated ... (PS/PE)

25 | Danfoss Power Solutions – overview, Latest update: Sept. 27, 201625 |

Questions

Page 26: Automating to-configuration outputs with Bo Hald Nielsen · process, at end email notification with a link is send by email. 4. Follow link and Download 5. All the generated ... (PS/PE)

26 | Danfoss Power Solutions – overview, Latest update: Sept. 27, 2016

Contact information

Bo Hald Nielsen

Program Manager Solution and Product Configurators

Danfoss Power Solutions Aps

Digital Marketing

Nordborgvej 81, D25 – Ø124

6430 Nordborg, Denmark

Telephone +45 7488 2175

Mobile: +45 2460 7513

Email: [email protected]

www.powersolutions.Danfoss.com