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UP-to-date paradigms of technical information management second part Prof. George L. KOVCS SZTAKI - CIM Research Laboratory BME - Dept. of Production Informatics gyorgy.kovacs@sztaki.hu

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2 Content - related topics/1 Production networks large, real, classical enterprise virtual enterprise - extended enterprise SME: Small and Medium Enterprises Network of enterprises - computer networks - integration Distributed software - distributed processing Distributed design - distributed manufacturing Internet-intranet-infranet-www Control - Management Life-cycle engineering manufacturing-assembly-operation-maintenance- disassembly-reuse-recycling

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3 Content - related topics/2 Modeling network model - process model - product model Simulation (in every possible phase) active - passive Design/Planning centralized planning - local planning technology planning - scheduling WM: Workflow Management SCM: Supply Chain Management ERP: Enterprise Resource Planning DSS: Decision Support Systems

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4 Related, finished EU Projects EPSYLON (ESPRIT No. 25359, 1997-2000) : Enhanced Process Modelling System for Lean Operations Management manufacturing-assembly-operation-maintenance- disassembly-reuse-recycling PLENT (ESPRIT No. 20723, 1996-1998): Planning Small and Medium Size Enterprises FLUENT (ESPRIT No. 29088, 1998-2001): Flow-oriented Logistics Upgrade for Enterprise Networks WHALES (EU Fifth FW No. IST-1999-12538, 2000-2002): Web-linking Heterogeneous Applications for Large-Scale Engineering and Services

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6 PLENT: Planning Small and Medium Size Enterprises Italy DemoCenter (R&D) - co-ordinator Gruppo Formula (sw-house) Axial Pump (industry), Oil-Control (industry) Greece ITCC (R&D), ILME (garment trading) Spain TEKNIKER (R&D), DONOBAT (industry), SORALUCE (industry) Hungary MTA SZTAKI (R&D), VARIHOLD (industry, trading)

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7 PLENT ARCHITECTURE

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8 PLENT basic features Distributed planning system for SMEs Based on a specific virtual enterprise concept From the organisational point of view: closed network of SMEs The PLENT network looks like a big enterprise from the external world All participating SMEs keep their original characteristics Modular software architecture coordinator, local planner and evaluator Internet-based communication workflow manager personal (node) manager A general network and planner model for different fields of th economy

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9 PLENT - Hungarian experiment

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10 PLENT - ISLAND: Hungarian PLENT experiment

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11 Goals of the PLENT experiments Investigation of the networks operation within specific (agricultural) conditions management of uncertain situations re-design management of losses Testing the PLENT software Testing the possible tailoring-personalization of the software (for the future) High level acceptance and application of the software

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12 PLENT Network Operational Scheme

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13 Nodes Nagygazdasag RT Primary Magtar BT Primary Malom RT Primary CENTEL KFT Primary NapOlaj KFT Primary Szallitmanyozo KFT Primary Egyesult Gazdasag Primary Szabo Gazdasag Primary Kovacs Gazdasag Primary

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14 PLENT results Co-operating SME-s working as extended/virtual enterprise: in Italy, Spain, and in Hungary Measurement of the effectiveness: bonus/malus system - to assist the co-ordinator in workload distribution Common features of agricultural and industrial production

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15 SZTAKI CIMLab in PLENT Common proposal and design Industrial partners involvement Individual software testing The resulting PLENT software of the consortium was improved due to our tests and feed-backs Requirements for tailoring were defined High level knowledge and operation of the PLENT software Specific, high level demonstration environment

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24 FLUENT ARCHITECTURE

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25 FLUENT supply network model

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26 FLUENT results & conclusions Modeling of network and of product and production Integration of existing tools Connections with ERP (Baan, SAP, etc.) and with EDI Supply chain and active flow control Decision Support tools Transparency for manufacturing with the customer and supplier Every node is a web server

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27 SZTAKI CIMLab in FLUENT Common proposal preparation Industrial partners involvement Common design Individual and common software testing Software design and manufacturing EDI interface - for those who do not use ERP (no Baan or SAP or similar)

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28 WHALES: Web-linking Heterogeneous Applications for Large-Scale Engineering and Services Italy: Gruppo Formula (sw-house) - co-ordinator Fata (industry, wood-manufacturing machines) Torvergata (University, Roma) Portugal: Fordesi (R&D) LISNAVE (industry, shipyard) Germany: BIBA Bremen (university) Metz (industry, fire-fighting vehicles) Hungary: MTA SZTAKI (R&D) MTSystem (industry, system-integrator)

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29 Abstract The objective is to provide a web-based, software supported planning and management infrastructure for complex, distributed organizations working on large scale engineering projects with huge investments in both materials and human resources and by concurrent, disparate activities manufacturing, design and services as well. These projects are carried out by more organizations, or at least several, distributed parts of one large organization are involved. A large prime contractor (with adequate know-how, references and financial resources) outsources specific components and services to smaller firms through sub-contracting. This way SMEs are involved, too.

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30 Objective To provide a planning and management infrastructure for distributed organisations working on large scale projects, characterised by huge investments in both materials and human resources and by concurrent, disparate activities: manufacturing, design and services as well. Filling gaps between existing applications: Project Planning, ERP / SCM, HR Objective To provide a planning and management infrastructure for distributed organisations working on large scale projects, characterised by huge investments in both materials and human resources and by concurrent, disparate activities: manufacturing, design and services as well. Filling gaps between existing applications: Project Planning, ERP / SCM, HR EU 4th Framework Project 9 partners from Italy, Portugal, Germany, Hungary Developers, consultants and research institutes 4 users from different business sectors (plant engineering, ship building, system integration, one- of-a-kind manufacturing )

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31 Whales context Complex projects Significant duration and resources usage Splitted into activities with temporal constraints (milestone, critical path) Distributed organisation Temporary, goal-oriented, inter-company structure (Virtual Enterprise) Geographically distributed (plants, construction sites, mobile users,..) One-of-a-kind production model Engineering, contract manufacturing, services, construction,.. Non-repetitive products and processes (or only partially so) High risk due to contingent factors Unexpected events or plan deviations Strong dependencies between activities (propagation of problems) Uncertainty on budgets and profit margins

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32 Whales scenario Manuf. subcontractor Manuf. plant Engineering subsidiary Materials supplierEquipment provider ContractorCustomer Assign phases Planning Planning & Budgeting Resources mgmt & Monitoring Design Logistics Orders Account Release phases Activity Progress Activity progress (remote) Project site 1Project site 2 Offer cycle Requirs. Contracts CRM-TES Whales integrates all! Monitor. Planning Manuf. Resources Time Manuf. HR

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33 Results (i) More reliable project plans and budgets Detailed model of project activities and requirements (human resources, materials, equipment, subcontracting) Updated and consistent view on available resources, by aggregating and harmonising data from heterogeneous applications and different domains Identification and comparison of alternative solutions Bid-preparation support (delivery terms, profitability,..) Monitoring and costs/risks assessment On-line access to activities progress, cost and resources utilisation data at all project sites Real-time notification of events and alert conditions Impact evaluation for deviations, in terms of delays and changes on downstream activities

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34 Results (ii) Improved management of contingent factors Pro-active analysis of risk factors, both deterministic (no slack or resource margins) and casual Re-planning to face deviations, with impact verification and solutions comparison Re-alignment of plans and budgets for the involved project units, with change-tracking mechanism for revisions evaluation Higher flexibility and efficiency Quick response to customer requests, considering the appropriate resources and skills at all project sites Better exploitation of the network potential, by describing its resources, competencies and operating processes Speed up and automate information flows along the project lifecycle, crossing companies and organisational unit boundaries

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35 Inspiring principles (i) Unified and generalised project model Activities of different kind, roles, competencies, resources, physical goods,.. Applicable to different business sectors (industry, services, IT) Distributed organisation structure (Project Network) Independent of the individual company organisation hierarchy Decentralised units, connected by configurable links Common working environment Integration and publication of data managed by the different units Update and visibility rights based on unit and role played in the project Process automation (Workflow) Web-based architecture

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36 Inspiring principles (ii) Decision support for the entire project lifecycle Planning and Budgeting Monitoring and Revenue Analysis Integrate with local applications at every node ERP (accounting, job order management, purchase..) Planning and analysis tools (MSProject, our own DSS) HR (organisation structure, resources, calendars,..) Timesheets management...

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37 Functionality Base technologies Functionality levels Application classes Decision support Execution Visibility Modelling Workflow Application Integration Project Planning Human Resources Whales ERP/SCM Logistics ERP Production ERP Project mgmt WBS design, Capacity profile HR Budget, Knowledge mg. Activities, Precedences Available resources Time Managem. Organisation Modelling Supply relations Distributed Organisation Modelling Inventory, Orders Order mgmt. Demand / supply planning Production Planning Order mgmt., Project accounting Bill of materials, Order status WBS, Work orders, Costs Workflow automation Local applications integration Resources, Activities, Project status Plan preparation, Plan initiation, Plan execution. Budgeting, Monitoring

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38 The WHALES Network WBS Work Breakdown Structure WAS Work Accountability Structure WNS Work Network Structure Functional silos Companies Purchase Manufacturing Engineering Partner 1 Partner 2 Partner.. . Physical nodes & links Manpower, employees Materials & Equipment Activities monitoring & accounting Project units Roles, positions Visibility rules Workflow Project activities & artifacts Requirements Resources allocation Execution status

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39 The WHALES architecture Workflow Management System Web-based Project Environment PPCPurch. Human Resourc Work Network Structure Work Accountability Structure Network Data Model Local Applications Interfaces Permanently Connected Nodes Local Users Remote Users Workflow msgs., Events, Exceptions Nodes resources availability & status Assignments, Responsibility, Visibility rights Project Activities & Results Bids, Proposals, Requirements Work Breakdown Structure Job Orders Finance Control Decision Support Tools Planning & Budgeting Monitoring & Revenue analysis

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40 Project development architecture

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41 SZTAKI CIMLab in WHALES Common thinking Proposal preparation, EU discussions Industrial partners involvement Common design and implementation Individual and common software testing Software design and manufacturing Monitoring and Revenue Analysis DSS

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42 Whales Conclusions

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43 Common Features, Development/1 Meeting of industrial needs with R&D trends Small and Medium Enterprises (SME), WHALES?? Network enterprise, virtual enterprise, integration Distributed design, distributed production Production control (MES), management Not only manufacturing: assembly, disassembly, maintenance, supply, dismounting Distributed software, complex software architectures, distributed processing Internet, www

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44 Common Features, Development/2 Local design - centralized design, network model, product model, process model Scheduling Workflow Management, Supply Chain M. Simulation at all levels DSS, where possible

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45 Proposal writing Only reading, reviewing and commenting Active participation with individual parts, industrial partners More individual parts, proposals with being co- ordinator Joint work in accepted proposals - contract based At the beginning: as baron Coubertin suggested Smaller tasks, paper-work, control, comment Validation, verification, East-Europe Program testing Individual parts, real R&D, editing, system design Software design and production Individual software design and implementation, see PLENT, FLUENT, WHALES SZTAKI CIMlab role in EU works

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46 Where to go?? How to go?? In Europe, together with Europe Hungarian applications - as the Digital Factory project in the Szchenyi - plan High speed with more advanced partners More R&D for/within project activities Thanks for the interest!!!!