discovering new product introduction (npi) using autodesk fusion lifecycle
TRANSCRIPT
Discovering NPI using Fusion Lifecycle
Rodney Coffey – Razorleaf CorporationScott Stortz – Synergis Technologies
Your Session Leader
Rodney CoffeyManager – PLM, Razorleaf Corporation
• 10+ years Supporting the Autodesk Manufacturing Channel
• Extensive Experience with Autodesk PLM 360 Services including Enterprise Implementation & Integration
• His team has been partnered with Autodesk Consulting and Partners alike to provide customers with PLM and Integration services since 2011
Your Session Leader
Scott StortzPLM Application Consultant, Synergis
• 20+ years engineering experience in a variety of manufacturing companies
• Led successful PLM implementation prior to joining Synergis
• Discover how to use Autodesk Fusion Lifecycle to capture diverse business processes
• Learn how to manage your product development processes among all departments within your organization
• Learn how to implement Autodesk Fusion Lifecycle and how to integrate with other business systems
Class Summary
Lessons Learne
dUse ItBuild ItMap it
Fusion Lifecycle & NPI
Session Agenda
Why Autodesk Fusion Lifecycle
• Limited IT Support
• Low Cost of Entry
• Easy to Administer, support
• Secure with Limited infrastructure
• Cloud Based
• Administration & End User Experience
• Configurability
• Broad Application to Business Cases
• Ability to integrate to other business systems
• Cost of Ownership
Common Customer Issues Fusion Lifecycle 360
Why Autodesk Fusion Lifecycle
• Improvement #1: Have key suppliers directly involved in Change Notice process.• Roadblocks:• Needed VPN access and active directory account• Purchase additional licenses
• Impact:• Continued to use email to loop in the suppliers• Changes were not executed by supplier
• How Fusion Lifecycle provides this improvement• All apps included• Cloud based - no VPN required, no active directory account needed• 3rd party licenses are free (for enterprise level customers)
Fusion Lifecycle Advantage
Why Autodesk Fusion Lifecycle
• Improvement #2: Small, incremental improvements to forms and fields (changing fields, rearranging forms)• Roadblocks:• Complex administration and configuration• Consulting fees
• Impact:• Stifled user engagement
• How Fusion Lifecycle provides this improvement• Administration and configuration functionality much more simple
Fusion Lifecycle Advantage
Why Autodesk Fusion Lifecycle
• Improvement #3: Equipment Calibration (or Field Service Report, or RMA) process.• Roadblocks:• No out of the box functionality• Very complex to create workflows, forms, and fields
• Impact:• Continued to use Excel, and paper based processes that were
known to be inefficient
• How Fusion Lifecycle provides this improvement• Autodesk created an app just for this. Awesome.• Fusion Lifecycle’s ease of use makes it realistic to implement.
Fusion Lifecycle Advantage
Why Autodesk Fusion Lifecycle
• Improvement #4: New Product Costing.• Roadblocks:• ERP remained master for financial information• Integration was too complex
• Impact• Continued process of a data dump into Excel spreadsheet• BOM and costing information became less accurate as the
project evolved
• How Fusion Lifecycle provides this improvement• Fusion Lifecycle’s integration capabilities are much simpler – not
only to setup, but also to maintain. • Rodney has a presentation from 3-4 in the Berks room
Fusion Lifecycle Advantage
Companies have many different methods that are not scalable or providing the desired results• Email, Spreadsheets, Network Drives, SharePoint
With scattered information and a lack of control people are uninformed of:• Change - when, where, and why it took place• Where to find documentation, reports, product information
Why PLM for NPI
Lessons Learne
dUse ItBuild ItMap it
Fusion Lifecycle & NPI
Session Agenda
Building the Right Team for the Job &
Identifying a Process that will get results
People & Process
Build the Right Team for the Job
Executive Sponsor
Operations Director
Marketing Director
Engineering Director
PLM AdministratorPLM Solution Architect
Sales
HR Quality
IT
The Iterative Design ProcessMap, Build It, Use It …. Build it, Use ….• Conference Room Pilots (CRP)• User Acceptance Testing (UAT)
Map It Build It Use ItCR
PUA
T
Why Fusion Lifecycle works with the Iterative Design Process
• Quickly build and show the foundation of the processes
• Easily change and iterate the design and process
• Facilitate functional design meetings
• Helps capture many requirements in real time
Fusion LC & the Iterative Design Process
Identifying your NPI Needs
People & Process
Identifying the key business applications that apply to NPI
Identifying NPI Needs: Business Solutions
Product Management• Items & BOMS• Project Management• Task Management &
Validation
Change Management• Change Requests• Change Orders
Supplier Management• Business Audit
Document Management• Revision Controlled Documents• Non-Revision Controlled
Documents
Identifying the key business system integration that apply to NPI
Often times business systems already in place are part of the overall NPI process and must be considered for integration to Fusion Lifecycle in order to complete the NPI process
Common Use Cases: Items & BOMs, Suppliers, Customers, etc.
Identifying NPI Needs: Integration
The number one goal:• Bring data and processes together in a single, easily consumed
process
Identifying NPI Needs: Data
Mapping out the Solution
Map It
Key to Mapping:• Identify what “NPI” means to your business• Identify the individual business applications• Workspace Architecture
Mapping It: Business Apps
Change ManagementBOM Management
Document ManagementNPI / Product Management
Keys to building out a solid solution• Each piece (Workspace) is part of a bigger solution• Processes need to hold each department, party accountable• Information will come from numerous systems• Facilitate a long Product Lifecycle (12 months or more)
Mapping It: Workspaces
Change Orders
Items & BOMsDocumentsProducts
Documents - Rev
Doc Change Order
PD - Sales
PD - Engineering
PD - Manufacturing
Product Management I & B ManagementChange Management
Doc Management
Mapping It: Relationships
Change OrdersItems & BOMs Documents
Products
Documents - RevDoc Change Order
PD - SalesPD - Engineering
PD - Manufacturing
PD – Name your Department
Lessons Learne
dUse ItBuild ItMap it
Fusion Lifecycle & NPI
Session Agenda
Build It: Workspace Architecture
Change Orders
Items & BOMsDocuments
Products
Documents - Rev
Doc Change Order
PD - Sales
PD - Engineering
PD - Manufacturing
Begin by building the individual workspaces in Fusion Lifecycle
Then choose the functional areas of a Fusion Lifecycle workspace that are applicable:
Build It: Workspace Functionality
Item Details AttachmentsWorkflow
Bill Of Materials
Change Log
MilestonesGrid Relationships
Building It: Document Management
Build It
Document management workspaces are used to capture important revision controlled and non revision controlled data
• Documents Rev: Specifications, Data Sheets, Quality Procedures, Work Instructions
• Documents: Product Photos, Marketing, Scanned Communication
Document Management
Documents
Documents - Rev Doc Change Order
Supporting WorkspacesDocument Type
Document Sequencers
Document Management: Documents
Item Details AttachmentsRelationships
Change Log
Document Management: Documents - Rev
AttachmentsRelationshipsItem Details
Change Log
Workflow
• This workspace with setup with the proper permissions allow the administrators to show only the pertinent information to end users, vendors
Document Management: Document CO
AttachmentsRelationshipsItem Details
Change Log
Workflow
Managed Items
• Only released data is available for consumption across vendors, and end users
• Revision control allows companies to comply with important industry standards like ISO,
• Pre-defined document types and numbering creates consistency across documents
• Multiple document libraries allow better access control
Document Management: Business Benefits
Building It: Product Management / NPI
Build It
Product management workspaces are used to capture important product data and drive the process of taking a product through its complete lifecycle
• Documents Rev: Specifications, Data Sheets, Quality Procedures, Work Instructions
• Documents: Product Photos, Marketing, Scanned Communication
Product Management
Supporting WorkspacesNPI Templates
Products
PD - Sales PD - Engineering PD - Manufacturing
Product Management
Item Details AttachmentsRelationships
Change Log Workflow Bill Of Materials Milestones
Grid
Pre-Created items
Clearly defined product leads
Requirements
Product Management: Workflow
Product Setup
Phase 1: ConceptPhase 1: DRB
Phase 2: Design
Phase 3: Realize
Phase 4: Service
Obsolete
Phase 2: DRB
Phase 3: DRB
Obsolete: DRB
Product Management workflows vary from customer to customer but most follow some sort of phase gate process
Product Management: WorkflowApprovals for design reviews, or even customer reviews ensure
that the process is followed and all parties involved in the process are held accountable.
Workflow
Product Management: Task ManagementDuring each phase there are tasks that need to be finished in
order to seek approval, and move on to the next phase. This allows product owners to hold the team accountable, and insure deliverables are complete, and on time.
Grid
Product Management: Automation
P1: Concept P2: Design P3: Realize P4: Service Obsolete
Goals of automating the process with scripting• User Experience• Overall Product Management process, and tasks should be
connected• Full Proof the process to drive the right activity to occur at the right
time• Ensure that the correct people are notified at the right time
Process Automation – Scripting and Business Logic
Product Management: Task ManagementDuring each phase there are tasks that need to be finished in
order to seek approval, and move on to the next phase. This allows product owners to hold the team accountable, and insure deliverables are complete, and on time.
• Ensure that all Product Management tasks are completed before moving to the next phase in the process
• Notifications, emails, and reports ensure completion of tasks are timely and that managers can easily hold their teams accountable
• Automation simplifies the user experience and creates a fuller proof process
• Phase gate reporting allows managers to know where to focus resources and improvement initiatives
Product Management: Business Benefits
Building It: Items & BOMs &
Change Management
Build It
The Items & BOMs workspace is where the items, bill of materials and all their relationship and pertinent data reside.
• Relationships are built between these items and BOMs to the Products workspace to tie everything together
• Some supporting documentation, CAD drawings, pdfs may be added to the attachments tab of the item itself
Items BOMs & Change Management
Change OrdersItems & BOMs
Supporting WorkspacesI & B Classification
I & B Sequencers
Items BOMs
Item Details Attachments
Change Log Assoc. Workflow
Bill Of Materials Where Used
Change Management: Change Order
Item Details Attachments
Change Log Grid
Managed Items Workflow
Change Management: Change Order
Grid Workflow
• Manage all the Items & BOMs in a single repository• Find where all Items are used• Track Inventory of Items across different facilities• Manage the Suppliers, and quotes provided for Items &
BOMs• Interconnect Product BOMs with the PLM process• Tie BOM, and document data together
Items BOMs & Change Management
Building It: Integration
Build It
Integration:• Items & BOMs• Customers• Suppliers• Products
Product Management Integration:
Lessons Learne
dUse ItBuild ItMap it
Fusion Lifecycle & NPI
Session Agenda
Use it: Process to Successful Adoption
Core Team
Exec. Sponsor
PLM Solution Architect
PLM Admin
Div. Representatives
Focus Groups
Process Expert (SME)
UAT
Selected End Users
Training
Fusion Lifecycle used to manage training• Dedicated training tenant• Workspaces• Training Courses (agenda, training material)• Training (track who attended training)• Training Item (create items, add attachments, move through workflow)
Training sessions• Initial Roll-out: Multiple large sessions held at every site• On-going: Self-paced training workspace for PLM basics• Prerequisite for production tenant access
Use it: Training
Lessons Learne
dUse ItBuild ItMap it
Fusion Lifecycle & NPI
Session Agenda
Requirements for Mapping Phase• Core Team + Subject Matter Experts• PLM Software Matter Expert
The Know and No• “Know” the scope of what you are building• Don’t be afraid to say “No”
Have a third party document the requirements• All parties confirm the requirements• Avoid the “I said A, you heard B, then built C” scenario
Lessons Learned: Map It
Have an agreed upon plan• Document the foundation
Workspace architecture and workflow first• Automate later. Moving targets are hard to hit.
Integrate last when the workflow is static• Moving targets get even harder to hit when integration is involved
Limit changes as you near the end• Only minor changes past core team acceptance• Stand by what you built
Lessons Learned: Build It
Find capable, enthusiastic adopters for training • Likely to give good, constructive feedback• Likely to play in the system and find things you may have missed• Likely to stay positive and spread the word
Have a wingman in your early training sessions• Allows you to focus on the adopters while they document changes
Lessons Learned: Use It
• What are some of the advantages of Fusion Lifecycle over traditional PLM?
• What is NPI, and what does it mean to you?
• What are three of the common business apps that part of or connected to NPI?
Gift Cards!
Any Questions?Questions
Contact InformationFeel free to follow up:
Rodney Coffey Manager - PLM
Email: [email protected]
Office: 330.676.0022 x7124
Cell: 937.241.9177