waltron: a plm story - fusion lifecycle · fusion plm trial (plm 360) –april 2015 • researched...
TRANSCRIPT
Up Next…
Waltron: A PLM Story
- Kenneth Then, Service Engineer / Director of Doc
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Agenda
• Company, Product, and Personal Introductions
• Pre-PLM Challenges, Life before PLM
• Waltron meets PLM
• Fusion Implementation
• WIP - Workspaces in Progress
• Looking to the Future with Fusion
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Waltron Products
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Product Applications Along a Boiler Path
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State of Waltron Pre-PLM
Company Culture• Small, tribal knowledge, lack of defined processes
• ERP/MRP system outdated, used for things beyond its design/capability
• That’s how we’ve always done it
Documentation - not just physical product manuals!
Concept of revision control absent!
Concept of lifecycle vague
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State of Waltron Pre-PLM
• Documentation
Storage on network drive
• Mechanical Drawings
No CAD software
• Product Development
Vague development states
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Started with Arena prior to Fusion - Never gained traction
• “That’s how it’s always been done”
• Lack of experience
• Is it worth the resources?
• Small Company
• Resistance to internal changes, accountability
Decision: Efficiency is critical
Step 1. Admitting we have a Problem
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• Invested in CAD software
• Clean up network drive
• Limit access to controlled documents
• Revision control logging in Excel
• Limit printed materials
Result: Limited Improvement
Step 2. Starting to Find Solutions
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Waltron Meets Fusion
Fusion PLM Trial (PLM 360) – April 2015
• Researched by new product development director
• Trial tenant - support from the very beginning
• Immediately looked and felt cleaner and simpler
• Impressed by unlimited configuration options
• Configuration could be done in-house, no start-up fees
• Sell to new management
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Journey with Fusion Begins
Import
+4,000 items
Purge…
everything
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Workspace Structure
Parts &
AssembliesDocuments
CHANGE REQUESTS CHANGE ORDERS
Chemicals
& Reagents
Software &
Firmware
SPACECLAIM
SUPPLIERS
QINMASS (MRP)
Top Level
Analyzer BOM
Production Workspaces
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Workspace Structure
SERIAL
NUMBER LOGTEST SHEETS
RMANON-
CONFORMANCE
SALESFORCE /
CUSTOMERS
Quality Control Workspaces
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Workspace Structure
PRODUC
TSTASKS
QUALITY GATE 1
QUALITY GATE 2
QUALITY GATE 4
QUALITY GATE 3
Product Development Workspaces
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• Documents
• Parts & Assemblies
• Chemicals & Reagents
• Top Level Analyzer BOMs
Workspaces
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Workspace: Product Lines
Basic Workspace with Workflow (non-revision
controlled)
• Capture Complete Product Line
• Lifecycle
• Marketing/Sales Product brochures linked
Summary for NPI• Shows current Quality Gate State, but not details or quality gate
tasks
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Fusion Meets the Rest of the Team
Introduce Fusion Lifecycle/ PLM to
rest of the company via a lunch & learnQINMASS (MRP)
Inventory and Accounting Tool
Manage: RESOURCES ($$$$)
Salesforce (CRM)
Sales Tool
Manage: CUSTOMERS
Fusion (PLM)
Product Development and
Production Tool
Manage: PRODUCTS
As items became live in
workspaces, got individuals
involved and provided training.
How does Fusion
Lifecycle fit in?
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Sneak Peek @ Roadmap
WIP – Work(spaces) in Progress
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Current Process:• Technical service assigns an RA number to the item being returned
• Customer Service provides invoice for a replacement part (if applicable)
• Part received and inspected
• If warranty still valid, part returned to manufacturer for credit/replacement
WIP RMA (Return Merchandise Authorization)
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Current Process:
• Serial Number assigned to a final product
during final QC testing
• Serial number, model number, customer
information logged into Excel sheet
• Started adding columns for software
versions, product versions, etc.
WIP Serial Number Log
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Current Process:
• Status of tasks related to Quality Gates managed in
Excel.
• Benefit Workspace will be able to assign tasks,
schedule milestones, attach all relevant documentation,
gain approval to move to next quality gate (which will
link to Product Line Workspace and script will move
lifecycle to next stage)
• Improve visibility or projects and organization of all
relevant data, documents, and approvals throughout
process
WIP Product Development Quality Gates Get products in market faster
© 2016 Autodesk
Fusion Moving Waltron into the Future
• Add more workspaces and users
• Provide customer support throughout the
true lifecycle or each product
• See trends in products and failures
ALWAYS EVOLVING – BOTH WALTRON AND FUSION
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Acknowledgements
• Waltron Bull & Roberts, LLC
• Jen Hwang, Director of Product Development at Waltron
• Autodesk
• Brian Schanen & Kimberly Stout
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Thank you!