PLM PMO/CoE, Global Multi-Divisional Deployment Tano Maenza

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							 PLM PMO/CoE, Global Multi-Divisional
 Deployment

 Tano Maenza, PLM PMO, Emerson
 Bob Christenson, PLM COE Lead, Emerson
 Tom Arant, PLM PM, IBM Global Business
 Services

1PLM PMO/CoE, Global Multi-Divisional Deployment   1
Emerson and IBM GBS
Agenda


   Emerson Overview
   The PLM PMO/CoE Goal
   System/Program Scope
   PLM Program Management Office
   PLM Center of Excellence
   Standards
   Divisional Deployments
   Partners – Emerson, IBM and Siemens


                                          2
Agenda


   Emerson Overview
   The PLM PMO/CoE Goal
   System/Program Scope
   PLM Program Management Office
   PLM Center of Excellence
   Standards
   Divisional Deployments
   Partners – Emerson, IBM and Siemens


                                          3
    Emerson: Company Profile


       Diversified global manufacturing and
        technology company serving industrial,
        commercial, and consumer markets around
        the world
   Publicly traded (NYSE: EMR)                 St. Louis, MO Headquarters
   Headquarters in St. Louis, MO (USA)
   Recognized for outstanding management process and record of
    consistent long-term performance
   Manufacturing and/or sales presence in more than 150 countries
   Founded in 1890 – in business for 117 years




                                                                         4
  2006 Emerson Summary
                                   2006 Sales by Segment

                   2006        Appliance &                   Process
                                 Tools     21%          23% Management
Sales            $20.1B
                          Consumer                               Industrial
Employees         137K
                                         17%
                                Climate
                                                         18%
                             Technologies                      Industrial
                                                  21%          Automation
                                            Network Power
                                            Electronics
Locations
                                  2006 Sales by Geography
   US & Canada      117                  ROW
                                                11%
   Europe            80
                                  Asia
   Asia              38                   14%
                                                                 United
   ROW               39                                  53%     States

   Total            274          Europe
                                            22%

                                                                            5
  Emerson Brands

$20.1 Billion in revenues with over 60 divisions




                                                   6
Agenda


   Emerson Overview
   The PLM PMO/CoE Goal
   System/Program Scope
   PLM Program Management Office
   PLM Center of Excellence
   Standards
   Divisional Deployments
   Partners – Emerson, IBM and Siemens


                                          7
    The PLM PMO/CoE Goal –
    Standard/Repeatable/Predictable Approach
   The use of standard development and implementation
    methodologies to form a foundation for divisional
    deployment.
   The development and implementation of standard software
    application modules that can be deployed at multiple
    locations.
   The development and deployment of standard hardware and
    software configurations that can support multi-site
    implementations.
   The development of a core team of experts available to
    support development and deployment.




                                                              8
           The Benefits
1.   Reduced Development and Implementations
     Costs, including:
                                                                  Scripted Deployment         Incremental delivery
          Lower training, support, and maintenance costs.
          Lower project risk through Emerson standards and
           required compliant
          Fully patched and tested                          Intellectual                                   Proven,
                                                             asset                                          consistent
                                                             intensive
2.   Rapid Divisional Deployment Model                                                                      delivery


          Fixed scope and cost by the business requirements
          Highly leveraged support model
                                                                      Simplifying business
          Extensive PM training materials, documentation             process
                                                                                             Industry leading practices

3.   Facilitate Implementation of the Emerson Global
     Engineering Strategy
          Through the use of standard software
           implementations.
          Divisional involvement guided by PLM CoE will insure
           their interest and ownership of the standards

                                                                                                                     9
Agenda


   Emerson Overview
   The PLM PMO/CoE Goal
   System/Program Scope
   PLM Program Management Office
   PLM Center of Excellence
   Standards
   Divisional Deployments
   Partners – Emerson, IBM and Siemens


                                          10
    Globalization Challenges

 Divisions independently implementing processes that are
  not global in scope and can inhibit data sharing.
 Increasing need to share technical information across
  divisions to support global development
  (Design/Source/Build Anywhere).
   Global new product development saturated with multiple
    tool sets using independent processes.
 No structured process for sharing large data files
  efficiently, slowing down the new product development
  process.



                                                             11
      Standardized Solutions

 DivisionDivision
                  Division
    $       $
                     $
   Division Division Division                       Centralized
      $        $        $                               $$
      Division Division
         $        $     Division
                           $                      • Makes IT costs
        Division                                    more visible
            $    Division                         • Common solution
                     $                              reduces long term
                                                    support costs for
• Spending money multiple times for                 the corporation
  similar (customized) solutions
• Need to consider lifecycle costs
  including future costs for upgrades

         Standardized Solutions Save Us Money & Reduce Risk
                                                                        12
Agenda


   Emerson Overview
   The PLM PMO/CoE Goal
   System/Program Scope
   PLM Program Management Office
   PLM Center of Excellence
   Standards
   Divisional Deployments
   Partners – Emerson, IBM and Siemens


                                          13
PLM Program Management Office


   Provides Corporate Funding, Project Mgmt, and
    Technical Teams to Support
       Standard Development Methodology
       Standard Funding Model
       Repeatable Best Practices
   Expedites, Coordinates, and Regulates Multiple CoE
    and Divisional Projects within a Standards
    Framework




                                                         14
     PLM PMO Strategy for Deployment


   Collect and Validate the PLM Deployment Roadmap (Pre-Alignment)
         Develop and distribute PLM Communication to all Emerson divisions
         Develop and distribute PLM Survey to all Emerson divisions
         Develop PLM Deployment Plan indicating the sequencing of Divisional PLM
          deployment projects
   Confirm the Requirements and Business Case for each PLM Deployment
    (Discovery)
         Perform Divisional Discovery (Requirements, Schedule, Business Case, AR)
         Perform Gate Review and Approve Project and AR
   Build Proof of Concept for Level 1 Validation and Reference Architecture
   Execute Divisional PLM Deployment Projects (Deployment)
   Determine Support Requirements, Add Division to PLM Support
   Throughout – Continue CoE Corporate/Group Efforts


                                                                                     15
  Disciplined Process Approach to PLM

                                          Corporate Goals & Objectives

                                                                                                   PMO
                                                                                             Phase Gate Review
 PLM Maturity       Pre-Alignment                                              PLM ROI Calc                  Discovery
 Assessment             Phase                                                  (AR Assistant)                  Phase


                 Step 1: Understand Step 2: Identify   Step 3: Develop    Step 4: Validate
                 Business Priorities Causes of Waste   Solution Roadmap   Business Value


                  • PLM Survey
                  • Method Adoption Workshop                                                                     PMO
                  • Key Decision Matrix                                                                    Phase Gate Review


                                                                                                               AR
                                                                                                             Submittal




Best practice PLM process templates                  Deployment

are provided at each phase to help
guide teams through the process.
IBM & Siemens PLM partners are trained and available
To assist throughout the process.

Utilizing Emerson Best Practices to Streamline & Reduce Risk of PLM Deployments
                                                                                                                               16
        PLM Project Template Phases/Activities

                                                                      Engagement Project Management
                                                  Plan the project        Monitor the project      Handle deliveries
                                                  Start the project       Handle exceptions        Close the project

                   Pre-Align                 Discovery                   Design                    Build                Deploy                Post Support
                    Phase                      Phase                     Phase                     Phase                Phase                    Phase


     Define Current Client Business Environment                       Refine Requirements and Application Model        Detailed Organizational Development
     Define Requirements                                              Refine Architecture Model                        Plan Deployment
     Define Proposed Solution                                         Design User Interfaces                           Perform User Acceptance Test
     Scope Business Transformation                                    Design Solution Plans                            Perform Correction and Regression Testing
     Scope Organizational Change                                      Design Test Specifications                       Refine Training and User Support
     Produce Pre-Align Phase Deliverables                             Build Development Environment                    Produce Deploy Phase Deliverables
                                                                      Create Client Prototype                          Review Solution Plans
                                                                      Produce High Level Design Phase Deliverables     Infrastructure Implementation
                            Assess Client Business Environment
                                                                      Detail Requirements and Application Model        Deploy the Solution
                            Assess Client IT Environment
                                                                      Detail User Interfaces                           Cutover to Production
                            Evaluate IT Services
                                                                      Define Physical Application Model
                            Identify Data Sources
                                                                      Plan Development                                                 Implement Support Systems
                            Refine Requirements
                                                                      Produce Design Phase Deliverables                                Produce Post Support Phase
                            Develop Change Management
                                                                                                                                       Deliverables
                            Approach
                                                                                          Prepare for Testing
                            Establish Basis for Organizational
                                                                                          Perform Build Cycle
                            Development
                                                                                          Perform Development Testing
                            Evaluate Organizational Change
                            Readiness                                                     Perform System Testing
                            Produce Discovery Phase Deliverables                          Perform Correction and Regression Testing
                            Train the Project Team                                        Produce Build Phase Deliverables
                            Define Business Solution
                            Outline Application Model
                            Outline Architecture Model
                            Infrastructure Design and Planning
                            Outline Solution
                            Define Training and User Support
                            Security Controls Review
                            Plan for Testing
                            Produce Discovery Phase Deliverables

17                          IBM Global Services Method | 29-Nov-11
                                                                                                                                                                    17
    PLM Maturity Assessment
    Simple questionnaire to gauge site PLM maturity level in critical process areas.
    PLM process area emphasis tied to corporate goals and objectives.
    Can be used as a baseline and reassessed post-Deployment.

Deliverables
    Assessment Report – Spider Diagrams
     New Product Development
               Cross Functional Collaboration
               Single Part Master Definition
               Project Management
               Digital Prototyping
               Requirements Traceability
               Change Management
     Supply Chain Optimization
               Saving Opp
               Supply Market
               Collab Design
               Supplier Selection
               Contract Management
               Supplier Management
                                                                                        18
Pre-Alignment Phase

   Repeatable process to quickly assess potential PLM objectives.
   Quickly targets high value area.
   Initial look at ROI/business value areas.


Deliverables
   Assessment Report
   High-Level Scope Document




                                                                     19
PLM ROI Calculator (AR Assistant)

   Easy to use questionnaire template.
   Automatically derives ROI numbers.
   Will directly support future PLM AR
    business case considerations.
   Has the potential to streamline AR
    process, through standardization.


Deliverables
   ROI/Savings Calculations
   Potential inputs/data for AR




                                          20
   Resource Template Tool Deliverables

Teamcenter Implemetation Roles

                                                           Source
Role                                             Emerson   Siemens   IBM
Sponsor                                             X
Program Manager                                     X       Prime    Prime
Project Manager                                     X       Prime    Prime
                                                                                             Complexity (1-20)
Project Administrator                                       Prime    Prime
                                                                                                           +
Solution Architect                                          Prime    Prime                              EBOM,
Software Specialist                                           X                                         MBOM
Infrastructure Architect/Specialist                 X       Prime    Prime                             Docume
Business SME                                        X                                         EBOM,      nts,     +         +
                                                                                             Docume ECR/ECN Oracle Classific
Business Consultant                                                    X                        nts,   Workflo   Mfg     ation,
Data Architect                                                         X                       Minor      w,     ERP    Master
Integration Specialist                                       X         X                      Workflo Complia Integrati   Data    Complex External Emerson
Training Specialist                                          X                                   w       nce      on    Catalog     ity     FTEs    FTEs      Total
                                                                                   Global            7        14     16        19        1       2        2            4
Application Administrator                           X                        PDM
                                                                                   X-functional      6        12     14        17        2       2        2            4
Data Migration Specialist                                              X           X-functional      5        10     12        15        3       2        3            5
Testing Specialist                                  X        X         X     Eng   Global            4         7      9        12        4       3        3            6
Application Developer                                        X                     Local             3         5      7        10        5       4        3            7
Database Administrator                              X                              Global            2       N/A    N/A       N/A        6       5        4            9
                                                                             CAD
                                                                                   Local             1       N/A    N/A       N/A        7       5        4            9
Security Specialist                                 X        X         X
                                                                                                                                         8       5        4            9
Performance, Capacity & Scalability Specialist                         X                                                                 9       5        4            9
Documentation Specialist                                    Prime    Prime                                                              10       6        5           11
                                                                                                                                        11       6        5           11
                                                                                                                                        12       6        5           11
                                                                                                                                        13       6        7           13
                                                                                                                                        14       7        7           14
                                                                                                                                        15       7        7           14
                                                                                                                                        16       8       10           18
                                                                                                                                        17       8       10           18
                                                                                                                                        18      10       10           20
                                                                                                                                        19      12       10           22




                                                                                                                                                              21
Discovery Phase
      Standardized evaluation methodology that can be customized to local requirements.
      More detailed analysis of Deployment strategy and requirements.
      Alignment to PLM CoE standards evaluation.
      Deployment cost estimate.
      Key Decision Matrix to trace requirements to solutions

Project Management
1.    Project Plan
2.    Weekly Status Reports                         Phase Two
Phase One                                           11.   Architecture Model
3.    IT Environment Assessment                     12.   Future Business Process Design
4.    Assessment of Current State                   13.   High-Level Deployment Strategy
5.    Business Architecture Context                 14.   Deployment Education and Training Strategy
6.    Data Migration Plan                           15.   High-Level Solution Plans
7.    IT Architecture Strategy                      16.   Key Decisions Matrix
8.    Current Organization Assessment               17.   IT Operational Model
9.    Change Readiness Assessment                   18.   Security Requirements
10.   Application Architecture                      19.   Transition Management Strategy
                                                                                                       22
Deployment
   Standardized Deployment Activity Checklist.
   Best-Practice Deployment Roles & Responsibilities.
   Template MS- Project Deployment Schedule.




Deliverables
   Approved scope & project plan.
   Budgeted & resource-loaded Project.
   PLM CoE solution standards deployment.
                                                         23
Agenda


   Emerson Overview
   The PLM PMO/CoE Goal
   System/Program Scope
   PLM Program Management Office
   PLM Center of Excellence
   Standards
   Divisional Deployments
   Partners – Emerson, IBM and Siemens


                                          24
PLM Center of Excellence (CoE)


   Governing Body
   Develops and Promotes the Development of
    Corporate PLM Standards
   Develops Reference Environment based on Proofs
    of Concept
   Owns and Manages PLM Assets
   Maintains PLM Community Site




                                                     25
Governance & Oversight Model

   Ongoing Activities
        Leadership/Direction/Strategy/Coordination
             Business initiatives, standards, technology
        Approvals, Waivers
        Leverage Evolving Best Practices
        Standards Change Management
             Data, Process, Technology, Configurations
        Marketing/Promoting/Messaging/Educating
        Division/Project Assessments
             Before, During, After Deployments




                                                            26
PLM Architecture and Functional Roadmap


   Define Architecture
        All potential functions and integrations
             PDM
             Portfolio/Project Mgmt
             Requirements Mgmt
             ERP
             Procurement/Parts/Supplier Mgmt
             Mechanical/Electrical/Software Lifecycle Mgmt Integration
        Applications, Data and Process Models
        Multi-Site, Network Design
        Revisions/Versions
   Define Functional Roadmap
        Deployment strategy



                                                                          27
                      Goal: Integrated Supply Chain
  Design
Automation
                                                                                                                                      Partners/
  MCAD                                 Teamcenter                                                                                    Customers
                                                                                                                     Collaboration
  ECAD




                                                                Master Data Catalogs
                                                                                       Suppliers, Items, Locations
                          Rqmts, Compliance, PPM, Mfg Process
Software LCM
                         Core Document, CAD, Change, BOM Mgmt
                                                                                                                                     Suppliers
                                Innovation Management
   Emerson (Oracle)




                                                                                                                      Emerson
                                                                                                                     Transaction
      Systems




                                                                                                                         Hub         Supplier
                          Material Information Network                                                                               Portal


                          Logistics Information Network                                                                               Logistics
                                                                                                                                      Providers
                               Supply Chain Management

                                                                                                                                             28
   CoE Organization

                               Chief Technology Officer             Exec Team: TBLs, PBLs, Corp
   Partners:
                                   VP Supply Chain                       Inform and Advise
Siemens & IBM
                               Chief Information Officer
                                                      Tano Maenza, Emerson PMO
 CoE Core Team Membership                             Bob Christenson, CoE Lead
Climate Technologies
                                                                           Sub-Teams
Industrial Automation                                                      (As Needed)
                                                                           Dynamic membership
MAC                                                                        for limited time

Network Power
                                                                                 NPD
                                                                              Alignment
Embedded Power and Computing
                                                                                    Oracle
Process Management                                                                 Interface
                                                                                        Parts
Tools & Storage                                                                     Management
                                                                             Master Parts
Corporate                                                                     Catalogue
                                                                                  Compliance
                                                                                   …
                                                                                       …

                                                                                               29
PLM CoE Sub-Team Program Plan

 OCT                     DEC                  MAR           FY08                    JUN     SEP

 Parts Classification
     • Parts classification schemas
     • Tc Proof of Concept                             Master Parts Catalogue
  Export Compliance            •   Design/Build/Deploy AR     • IT tool selection
                                                              • Standard functions/schema
       • Standard functions                                   • Tc Proof of Concept
       • Tc Proof of Concept
                                                            Tc-Oracle Integration
  NPD Process Alignment
                                                            • Standard integrations
       • NPD Templates                                      • Tc Proof of Concept
       • Tc Proof of Concept


 Environmental Compliance              •   Design/Build/Deploy AR

     • Standard functions
     • Tc Proof of Concept
                                                                                             Design/
   Parts Mgmt Process                                                                        Build/
                                                                                             Deploy AR
     • Create, release, select/reuse, obsolete
     • Parts Mgmt Tc Proof of Concept
     • End-to-End Proof of Concept
                                                                                                    30
Community Site

   Provides central single source of truth for CoE
    documents through vaulting
   Adds asynchronous collaboration through discussion
    boards, Issues lists
   Demonstrates commitment to recommended PLM
    approved technology
   Provides management of CoE team members PLM
    roles and responsibilities
   Improves communication to CoE team members




                                                         31
    Community Site Contents

   PLM CoE Activities Schedule      PLM CoE Announcements
   CoE Team Members List            PLM CoE Monthly Newsletters
   CoE Sub-Team Activity            Support Center
   Special Projects                      Emerson Help Desk
        Hosted Solution                  Siemens Support
   Issues Tracking                  Siemens Teamcenter
   PLM ROI Calculator                Information
   CoE Discussion Board                  Teamcenter Suite info links
   CoE Surveys                      Siemens CAD/CAM/CAE
                                          Design Engineering
                                           Solutions



                                                                    32
Agenda


   Emerson Overview
   The PLM PMO/CoE Goal
   System/Program Scope
   PLM Program Management Office
   PLM Center of Excellence
   Standards
   Divisional Deployments
   Partners – Emerson, IBM and Siemens


                                          33
Standards


   Data Model
   Process Model
   Functional Capabilities
   Global Engineering Strategy
   Reference System Architecture
   Corporate Application Architecture
   Reference Environment Configuration




                                          34
Standards


   Data Model
   Process Model
   Functional Capabilities
   Global Engineering Strategy
   Reference System Architecture
   Corporate Application Architecture




                                         35
PLM CoE Level 1 Data Model (RDA)




                                   36
Standards


   Data Model
   Process Model
   Functional Capabilities
   Global Engineering Strategy
   Reference System Architecture
   Corporate Application Architecture




                                         37
     PLM CoE Level 1 Process Model
     (Example)
                                                                                                    2.1 Create an Internal Part
                                                                                                                      Teamcenter

                                                                                                                       Obtain the
                                                                                                                      internal part
Engineer                                                   Teamcenter                                    Yes
                                                                                      Meet part
                                                          Select review             requirement?
                                                             part(s)
                                                                                                    No
                  Teamcenter                    Yes
                                      Related
                                  internal part(s)
                   Search for
                                      found?
                  internal part
                                                   No


                                                                                                                                                                                                                                               Teamcenter
                                   Teamcenter                                                                                                                                                                                                    Distribute    End
                                    Create an                                                                                                                                                                                                  internal part
                      Start                                                                                                                                                                                                                       status
                                   internal part                                                                                                                                                                                          No
                                                                       Teamcenter                               No
                                      object                                                                                                                                                                                         CO
                                                                     Associate internal                                                                                                                                           required?
            Inputs:                                                                                 Internal part
            ·    Internal part                                          part design/                design exist?
                                                                      specification to                                                                                                                                                  Yes
                 specification/
                 requirements      Teamcenter                         the internal part                         Yes
            ·    Part design      Complete the
            ·    Workflow         internal part
                                      form                                                                                                                                                                                  Yes
                                                                                                                                                                        No
                                                                                                                                      Teamcenter
                                                            Yes                                                                                                                                                   Require an
                                                                                                    1.2.1 Create a                                            Approval                                           internal part
                                                                                                        design                         Update the             required?                                            update?
                                                   Does an internal                                                                   internal part
                                                    specification                                                                                                                                    Manual
                                                                                                                                                                       Yes
                                                       exist?                                                                                                                                                              No
                                                                                                                                                                                                     Resolve                                   6.3 Process a
                                                              No                                                                                                                                     comment                                        CO
                                                                                                                                                             Teamcenter

                                                    1.1.1 Create a                                                                                          Route internal                          Teamcenter
                                                        design                                                                                                 part for
                                                                                                                                                              approval                               Review
                                                                                                                                                                                                    comments




                                                                                                                                                             Teamcenter                     Yes

                                                                                                                                                                                    Approve the
                                                                                                                                                            Review internal
                                                                                                                                                                                   internal part?
                                                                                                                                                               part for
                                                                                                                                                              approval
 Approver                                                                                                                                                                                   No

                                                                                                                                                                                   Teamcenter

                                                                                                                                                                                      Provide
                                                                                                                                                                                     comment




                                                                                                     System                                                           Grouped
                                                                                          Legend:                     Decision           Event                        activities
                                                                                                         Task
                                                                                                                                                      Connector


                                                                                                                                                                                                                                                                 38
         New Part/Change Management

Level 1 New Part and Change Management processes– Investigation
  Request, Chance Request, Change Order, Change Notice
    IR    Investigati   Could you look   An object that identifies any product-related   Can lead to and be
          on            into this?       problem or opportunity, without necessarily     related to one or more
          Request                        identifying the potential resolution.           CRs and COs. Also,
                                                                                         many IRs can be
                                                                                         associated with one CR.
    CR    Change        May We Make      An object that references the problem or        Can lead to and be
          Request       a Change?        opportunity, proposed solutions, and            related to one or more
                                         related information. A CR contains sufficient   COs. Also, many CRs
                                         information to allow a decision to proceed      can be associated with
                                         further with the change.                        one CO.
    CO    Change        Please Make a    An object that references the problem,          Can lead to and be
          Order         Change and       originating CR(s), solutions, and/or related    related to one or more
                        Release Item/    information. A CO contains sufficient           CNs for releasing one or
                        Part/EBOM        information to incorporate the change. It is    more MBOMs. Closed
                                         used to manage the creation and changes         when Part/EBOM
                                         to product information, and the release of      changes have been
                                         Parts and EBOM to manufacturing.                implemented in
                                                                                         Manufacturing or non-
                                                                                         ERP Items have been
                                                                                         released.
    CN    Change        Part/MBOM        An object that represents a notice to           Closed when the
          Notice        Change to be     manufacturing describing Parts/MBOMs            Part/MBOM changes
                        Implemented in   being implementation at specific                have been implemented
                        Manufacturing    ERP/instance/Org. Only used for sites           within manufacturing.      39
                                         passing MBOMs from Teamcenter to ERP.
Standards


   Data Model
   Process Model
   Functional Capabilities through Subteams
   Global Engineering Strategy
   Reference System Architecture
   Corporate Application Architecture




                                               40
CoE Subteams


   Parts Classification
   Parts Management
   Environmental Compliance
   Technology Export Compliance
   New Product Development Alignment
   ERP-PLM Integration
   Master Parts Catalogs




                                        41
CoE Subteams


   Parts Classification
   Parts Management
   Environmental Compliance
   Technology Export Compliance
   New Product Development Alignment
   ERP-PLM Integration
   Master Parts Catalogs




                                        42
Parts Classification Scope

   Establish enterprise-wide part classification schema for
    catalog parts with divisional hierarchy road map for build to
    print parts and sub assembly
   Develop common part definitions to enable part re-use at a
    site, division and corporate level.
   Leverage industry standards in part classification and
    attributes.
   Define data requirements to enable future design
    collaboration, part cataloging and new part introduction
    process.
   Define data load strategy.
   Solutions must be able to be implemented within Teamcenter.
   Prototype classification schema for integration between
    Teamcenter and MIN
   Define Governance between Data Model and Part
    Classification

                                                                    43
CoE Subteams


   Parts Classification
   Parts Management
   Environmental Compliance
   Technology Export Compliance
   New Product Development Alignment
   ERP-PLM Integration
   Master Parts Catalogs




                                        44
 Key Parts Management Elements



               Key Elements                      Business Benefits

                                                            Development
              Management System                             Efficiency
                  –Teams                                        –Expense
                                                                –Cycle Time
                                                Procurement
   Process                 Common Tools
                                                 Cost                    Mfg Cost
–P/N selection/reuse       –Teamcenter          –Volume Purchases       –Logistics
–Preferredness             –Oracle              –Price Takedown         –Inventory
–Custom or Catalog         –Material Selector    Advantage
–Classification
                           –MIN


               Common Metrics                             Warranty
                                                          –Repair Action Expense
                                                          –Field Inventory




                                                                                     45
CoE Subteams


   Parts Classification
   Parts Management
   Environmental Compliance
   Technology Export Compliance
   New Product Development Alignment
   ERP-PLM Integration
   Master Parts Catalogs




                                        46
    Key Project Activities

   Defined Environmental Compliance requirements
        Must manage compliance data effectively and efficiently
        Must integrate with any type of PLM or part management system that
         exists in the Divisions
        Must address existing and future environmental legislation to be useful in
         the long term (especially REACH)
             REACH, EU RoHS, China RoHS, WEEE, etc.
        Must have a user friendly interface so that staff “use the software”
         instead of shelving it because it is “too hard to use”
   Evaluated and Selected Teamcenter Environmental Compliance (TcEC)
   Currently Developing Deployment Strategy in support of REACH




                                                                                 47
CoE Subteams


   Parts Classification
   Parts Management
   Environmental Compliance
   Technology Export Compliance
   New Product Development Alignment
   ERP-PLM Integration
   Master Parts Catalogs




                                        48
Technology Compliance Team

   All U.S. origin technology is subject to the various U.S. export
    regulations
       Regardless of where in the world the technology resides
       Regardless of how exported (hardcopy, electronic, oral, etc.)
   Team will review requirements and advise regarding International
    Trade Compliance
   Requirements include:
       Regulatory Jurisdiction (EAR, ITAR, etc.)
       Export Classification to determine license requirements
       Determination of access controls required
             Define technology, technical data potentially requiring export
              licenses, e.g.
                 EAR controlled technology licensing depends on country,
                  recipient nationality
                 ITAR controlled technology data restricted to any foreign
                  national, even if Emerson employee, even if in U.S.
             Best practices Technology Control Plans (TCP)

                                                                               49
CoE Subteams


   Parts Classification
   Parts Management
   Environmental Compliance
   Technology Export Compliance
   New Product Development Alignment
   ERP-PLM Integration
   Master Parts Catalogs




                                        50
 Level 1 Part Creation & Change Management Alignment
 To New Product Development Process



New Product Development Process




                                   Change Management Process Model



                                           Part Creation
                                          Process Model




                         PLM Data Model                              51
       NPD/Change Mgmt and Part Creation


                                                New Product Development Process -- 2007

                                                          Concept                                 Launch &
                 Market       Idea       Concept      Development &       Design &               Production
                Research   Generation   Feasibility   Project Planning   Development   Ramp Up     StartUp    Production
Investigation
Request
Change
Request
Change
Order
Change
Notification

    Required
     Optional
    Not Used




        Requires  integration between NPD with PLM
           Change Mgmt and Part Creation

                                                                                                                     52
CoE Subteams


   Parts Classification
   Parts Management
   Environmental Compliance
   Technology Export Compliance
   New Product Development Alignment
   ERP-PLM Integration
   Master Parts Catalogs




                                        53
  Master Data Item “Ownership”
  Walk


               Own                                       Reference
                                 Change Notice




                                                                           Engineerin
                                                                           Engineerin
                                                                            Oracle
             Create                                                Add




                                                                             Oracle
                                  Engineering Item




                                                                               gg
             Create                                                Add
                                       EBOM
             Own
                   CAD Drawing
Teamcenter




                                                                     Own
                                           Manufacturing Item
                                                                     Own




                                                                            Inventory
                                                 MBOM




                                                                              Oracle
                                                                     Own
                                          Inventory Organization
             Reference                                             Own
                                    Item Cost
                                                                     Own
                                          Manufacturing Routing



                                                                                        54
     Master Data Item “Ownership”
     Run


                  Own                                     Reference
                                   Change Notice




                                                                              Engineerin
                Own                                               Reference




                                                                               Oracle
                                       Engineering Item




                                                                                  g
                Own                                               Reference
                                            EBOM
                Own
                         CAD Drawing
Context/MSE
Collaborative
Teamcenter /




                Create                                                Add
                                   Manufacturing Item
                Create                                                Add




                                                                               Inventory
                                            MBOM




                                                                                 Oracle
                 Reference                                       Create
                                         Item Cost
                 Reference                                       Create
                                 Inventory Organization




                                                                                           55
CoE Subteams


   Parts Classification
   Parts Management
   Environmental Compliance
   Technology Export Compliance
   New Product Development Alignment
   ERP-PLM Integration
   Master Parts Catalogs




                                        56
   Emerson Master Part Catalog

 The goal is to establish a single Part Master, residing at
  the enterprise level, that is accessible and usable by the
  60+ Emerson Divisions and cross-functional communities
  (Engineering, Sourcing, Logistics, Manufacturing, etc.).
 The Master Part Catalog will be integrated within the
  overall Emerson architecture and Teamcenter instances.




                                                           57
Standards


   Data Model
   Process Model
   Functional Capabilities
   Global Engineering Strategy
   Reference System Architecture
   Corporate Application Architecture




                                         58
Global Engineering Strategy


   Globally synchronized product and component data
    with uniform performance access across
    collaborating sites.
   Means for exchanging product and component data
    among divisions with different L3 data models.
   Defined migration path to strategic applications.
   Defined technology refresh and support plan for
    strategic applications.
   Enterprise-wide, globally-shared licensing for
    strategic applications.
   Standardize Best-Cost Design Engineering Centers

                                                        59
Standards


   Data Model
   Process Model
   Functional Capabilities
   Global Engineering Strategy
   Reference System Architecture
   Corporate Application Architecture




                                         60
Technical Architecture




                         61
Standards


   Data Model
   Process Model
   Functional Capabilities
   Global Engineering Strategy
   Reference System Architecture
   Corporate Application Architecture




                                         62
Proposed Parts Mgmt Hierarchy

                                        Reporting & Analytics

Transaction                           MIN
Data
(100+ Sources                          Classification               Transaction
                                       Data / Item Master           Data
                          Parts Classification
                           Master Catalog

                                            Create/
  ERP1     ERP2                             Update           ERP3      ERP4

Released
            Tc A                                 Subclass   Tc B
                                                   Query
                    Parameters                    Results
                    CAD Integration

       CAD5       CAD6                                CAD7         CAD8

            DIV A                                           DIV B
                                                                                  63
Agenda


   Emerson Overview
   The PLM PMO/CoE Goal
   System/Program Scope
   PLM Program Management Office
   PLM Center of Excellence
   Standards
   Divisional Deployments
   Partners – Emerson, IBM and Siemens


                                          64
Divisional Deployments


   Divisions representing over two-thirds of Emerson’s
    revenue are actively involved in PLM
       Pre-Alignment
       Discovery
       Deployment
   Divisions are following the standards established by
    the PLM CoE, and are tracked by the PLM PMO




                                                           65
Agenda


   Emerson Overview
   The PLM PMO/CoE Goal
   System/Program Scope
   PLM Program Management Office
   PLM Center of Excellence
   Standards
   Divisional Deployments
   Partners – Emerson, IBM and Siemens


                                          66
     Three Teams Playing as One


1.   Emerson knowledge and
     experience base enriched with
     Deep PLM process and industry
     knowledge from IBM and
     Siemens PLM.                                     Siemens PLM

2.   Accelerated deployment and
                                          IBM
     solutions implementation with
     best practices from Siemens and               Emerson
     IBM adapted to Emerson
     company and products




     Net Result: Reduced Time to Achieve Greater Ongoing ROI

                                                                    67
     IBM – Executing the PLM Strategy

                                            IBM Global Business Services
                                                    PLM Consulting
                                            Strategy and Change Consulting
                                                Business Transformation
                                                  Systems Integration

                                                  IBM Global Technology Services
                                                       On-Demand Services
                                                           Outsourcing
                            PLM
                         Centers of                           IBM R&D
                         Excellence                        Customer-driven
                                                            research and
                                                            development
                         Infrastructure
                   Flexible, Open and Secure IT
                             Infrastructure




                              IBM Systems and Technology Group


68                                                                             68
IBM’s Role at Emerson


   Provides Consulting Services in Support of
       Program and Project Management through Project
        Management Office
       Standards Development through Center of Excellence
       PLM Best Practices Guidance
       Effective REACH Compliance Strategy
       Global Engineering Strategy Thought Leadership
       Project Management and Process/Technical
        Consultants for Divisional Deployments



                                                             69
Siemens’ Role at Emerson


   Provides Teamcenter Software
   Provides Consulting Services in support of
       PLM Best Practices
       Application Deployment
       System Architectures




                                                 70
            Thank You




71PLM PMO/CoE, Global Multi-Divisional Deployment   71
Emerson and IBM GBS

						
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