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Kick Your Microsoft® Excel® Habit

with Autodesk® PLM 360

Rob CoheeSr. Manager, Autodesk PLM 360

@robcohee

The “Hangover Session”

6712%

33060%

15028%

Still Wearing the Same Clothes

Stayed out Late

Didn't Go To Sleep

The most widely used PLM tool…..

ExcelMicrosoft

Drawing No. or Part No. Records

Change Requests

NCR’s

Bill of Materials

New Product Introduction

Project Management

Supplier\Vendor Management

Product Costing

Quality and Inspection

Requirements Gathering\Specifications

Warranty and Returns

Regulatory Compliance

RMA

How many of you or your colleagues

use Microsoft Excel or Access for…

86% of new product ideas never make it to market

50-70% of new product introductions fail

Almost half of development projects fail to meet objectives

The top 25% performing companies achieve 2.5 timesperformance of the bottom 25%

Hard Product Development Facts

(Gartner Group)

(Deloitte)

(Deloitte)

(Aberdeen Group)

“An efficient change process can cut up to 33% off of the typical product

development cycle time.” (McKinsey & Co)

“54% of companies lack a single repository to review, analyze, approve and

track changes across products.” (Gartner Group)

Change Management is a critical process, but rarely executed effectively

“Workers spend on average 28 hours per week

composing emails, searching for information &

collaborating”

“65% of the workday is spent communicating &

collaborating with others”

“Only 39% of a workers time is spent

on role specific tasks”

McKinsey Global Institute, 2012

Function

1

Function

2

Function

3

Function

4

Function

5

Function

6

Function

7

Function

8

Function

9

Function

10

Function

11

Function

12

Function

13

Function

14

Client

1

Client

2

Client

3

Contractor

4Contractor

3

Contractor

1Contractor

2

Supplier

1

Supplier

3

Supplier

5

Supplier

2

Supplier

4

Supplier

6

The People Problems

People need access to data 24/7

People need to access data wherever they are

Lots of manual interaction

Lack of collaboration

Path of least resistance is used

People are missed

People are not always available

Differing levels of experience, capability and commitment

People forget

Too much time spent on NVA activity

The Technology Problems

Reliance on (lots of) individual documents

People need to create and update documents (time)

Data stored in silo’s

Little or no data integration (re-use)

Documents are quickly out of date (incorrect)

No checks and balances

Little or no guidance on requirements

Difficult to assign security & permissions

Difficult to track who is viewing & editing

Time consuming to track KPI’s

Multiple point solutions

High cost of ownership (hardware & software)

Broken Processes

Customer

ContactDefine RFQ

Send RFQ to

Customer

Customer

Completes

RFQ

All Data

Received

Initial RFQ

Review

Final RFQ

ReviewRFQ

Complete

Send to

Feasibility

Yes

Yes

NoNo

The Process Problems

Reliance on people to know the process

Reliance on people to follow the process

Process documents are static visual representations

Reliance on people to understand the process

Everyone has a different perception of the process

No checks and balances

Difficult and time consuming for processes to evolve

Processes are mainly function specific

Processes are a hidden asset

Processes start and stop at the front door

Why Excel?

Insanely

Configurable.

1. Admit you have a problem.

2. Believe in the power of connected data.

3. Make a decision to change.

4. Commit to making searching for data easier.

5. Admit to using the wrong version of a file.

6. Prepare to remove all defects in processes.

7. Humbly ask to remove all shortcuts.

8. Make a list of the persons harmed, and make amends.

9. Avoid MFG Engineer whilst making amends.

10. Continue taking personal inventory, transition off xls promptly.

11. Seek through meditation areas for continuous improvement.

12. Spread the benefits to your co-workers.

Kicking the Habit

The Challenge

RMA Supplier ECRProject

Cost

Cost to Change Inspections ECO

Surround the Items with the Supporting Processes

Engineering

Quality Quote & Costing

Service &Support

Supplier Management

New Product

Introduction

Change Management

Breaking Down the Data

1. Item Number

2. Description

3. Reason for Return

4. Disposition

5. Cost

Breaking Down the Data

1. Item Number

2. Description

3. Vendor Data

4. Contract Data

5. Cost

The First Steps

Determine its purpose in life.

Align Intent to Features

Connect the Data

Build Reports

Let’s Build Something!

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