Successfully Implementing Agile PLM

Agenda

– About Zero Wait-State– About Agile– Zero Wait-State Implementation Approach– Discovery Plan Example– Oracle Accelerate– Summary

About Zero Wait-State

• Operating since 1999• Over 150 customers both small and

large• Partnerships with key technology and

service providers• The Premier Oracle Agile Partner• Extensive background in PLM

deployment and integration

PLM Provides Visibility & Expedites Processes

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Greater Executive Process Visibility Portfolio Management

Tracking, Status Reporting & Analytics

DesignPartners

Suppliers& ExternalManufacturingPartners

Internal ManufacturingPlants

QMS-SOP/DHF/DMR/Regulatory/Quality(ECOs, Approvals, BOMs, Items, SOP’s, AML, Doc’s

Datasheets, Designs, Drawings, Artwork, Labeling, Packaging)

QA & R/A

Product Development

Operations

Sales &Marketing

International

Central Repository Single record of the truthIntegrated to Oracle ERP

Sourcing &Procurement

Internal Groups

Internal &External Partners

collaboration collaboration

DevelopConcept Plan Validate Launch Sustain EOL

Agile Product Governance & ComplianceProduct & program compliance against standards & regulatory requirements

Compliance Office

Agile Product Portfolio Management

Integrated product, program, resource & portfolio management

Executives & Program Office

Closed-loop product quality management across the extended enterprise

QualityProfessionals

Agile Product Cost Management

Product sourcing and lifecycle cost & risk management

Procurement Professionals

Agile Enterprise VisualizationNative document collaborative visualization across the global enterprise

Cross-Enterprise

Agile Engineering Collaboration

Engineering desktop integration & collaboration

Development& Engineering

Agile ProductCollaboration

Eng., Operations & Supply Chain

Enterprise product record visibility, management & collaboration

Agile Quality Management

Agile PLM Modules

Agile Engineering Collaboration• Engineering Collaboration provides capability for

– Design Integration - Capture and control engineering design data, a primary source of the product record; Manage both work-in-process and released changes

– Design Collaboration – Directly visualize, markup and collaborate on native design data– Design Publication - Automate the creation and modification of the product structure

• Engineering Collaboration contains– Engineering Collaboration platform – 2D MCAD, 3D MCAD and ECAD Connectors– Team Data Management options

• EC integrates with other Agile PLM solutions– Agile Product Collaboration for item and change

management – Agile Enterprise Visualization for viewing & markup of

design data across the organization– Agile Product Portfolio Management for linking designs to projects– Agile Product Cost Management for material costs and supply certainty– Agile Product Governance & Compliance for managing product compliance with required

specifications such as RoHS, REACH, FDA, ISO, etc.

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Specific OperationalImprovement Areas

17.5% reduction in product costs75% reduction in ECO cycle times25-35% reduction in design cycles10-15% reduction in time-to-volume cycles30-40% reduction in part duplicates and introduction of new parts15-25% reduction in part search times (improving engineering efficiency)

Source: AberdeenGroup, Product Innovation Agenda Benchmark Report

Macro Financial Benefits Available To SMBs

High Level Potential Operational Improvement Areas

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Example Customer ROI• Faster Time-To-Market — reduced by 25% • Increased Efficiency — improved by 30% • Reduced ECO Cycle Time — from 5 days down to 2

• 70% decrease in customer quote time• 87% reduction in document control costs • Lower costs due to 45% increase in supplier participation on bids

• Increased productivity, exceeding expectations by 25%. • Reduced change package cycle time by 30+ days. • Increased Visibility & Access to controlled docs by 30%+

• Managed to double gross margins • Went to a fully outsourced model in 18 months • Increased visibility & leverage of $1B in spend & 280 suppliers

• Reduced new product introductions process from 45 to 7 days • Reduced Costs: Lowered development costs • Increased Efficiency: Streamlined product development processes

Zero Wait-State Approach

Customer Engagement Model

Critical Path: Discovery

The goal of the discovery phase is to clearly identify the right customer specific solution through a consistent, repeatable process

•Identify the overall goals required for product determination•Leverage established processes to gather data and identify and quantify critical product development wait states•Recommend solutions to resolve delays

Consistent Results

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Maximize Return on Technology Investment

Product Development Consulting

Accelerate Adoption and

Boost Productivity

Discovery Sessions

Assess Value Opportunities & Define the Best Execution Plan

Proven Deployment ApproachEnsure Widespread Adoption of Changes while Minimizing Cost

EducationImplementation

Best-in-Class Processes

Typical Value Drivers that Determine Initiatives

V A L U E

Growth

Profitability

Grow market share with customer-focused products

Improve ability to fulfill demand

Develop and define new markets

Design to realize a price premium

Lower product cost

Lower lifecycle cost

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ZWS Discovery Plan for SuccessZero Wait-State Discovery Plan

Step # Steps and Details Time Frame Responsibility Results

1 Initial Meeting – Introduction to ZWS, determine business fit March 5th All Completed

2 Discovery Preparation / Deliver Schedule – determine executive and technical participants,

review Discovery Plan, schedule Executive Discovery SessionMarch 13th ZWS In Process

3 Executive Discovery Session – understand business initiatives relating to Product Development,

review Technical Discovery expectations, long term and short term goals, financial impacts, Product Development Process map

TBD Executive Team / ZWS

4 Technical Discovery Session – understand current Product Development Process, qualify/quantify

process “wait states”, view current technology systems, interview selected personnelWithin a week Technical Team/ ZWS

5 Executive Results Presentation – review business initiatives, present Technical Discovery

findings, Product Development Process plan, ROI, case studies/references, implementation planWithin 2 weeks Executive Team/ ZWS

6 Technical Validation Project – demonstrations, benchmark study(if needed), references Within 2 weeks Technical Team / ZWS

7 Proposal and Sign Contracts – finalize scope of work, determine implementation start date, review

contracts and pricing, financing options and payment schedulesTBD

Finance or Purchasing / ZWS

8 Success Criteria Definition & Implementation– mutually agree on success criteria,

implementation projectTBD All

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• Rapid Deployment• Best Practices• Custom FitIndustry Focused

Complete• Comprehensive• Integrated• Scalable

Easy to Own

• Easy to Buy• Easy to Implement• Easy to Use• Easy to Maintain• Easy to Adapt

Solutions for Small and Medium Businesses

Fast time to ROI

www.oracle.com/solutions/mid/accelerate.html

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• Best Practices based on extensive domain knowledge

• Tailored instruction based on design roles to ensure quick adoption

Industry Focused

Complete• A Turnkey Solution for Rapid

Implementation of EC• Provides all necessary

elements to incorporate CAD data into Agile

Easy to Own

• Automated Tools streamline configuration

• Fixed Price, Fixed Scope minimize up front time investments

Solutions for Small and Medium Businesses

Zero Wait-State Introduces:Oracle Accelerate for Engineering Collaboration

www.oracle.com/solutions/mid/accelerate.html

Oracle EC Accelerate Case Study

EC Planning Workshop

Utilize Configuration tools to automate EC Deployment

Validate system settings with test data and train users

EC Implementation for Red Digital

Highlights• Production ready in 3 weeks• High Adoption rate• Minimal errors in testing stages

Summary

• ZWS Leverages Best In Class PLM Solutions(Agile) for rapid deployment to shorten time to value

• ZWS utilizes Oracle Accelerate approach to deploy “Best Practices” based processes to ensure client success

• ZWS resources have extensive experience in all aspects of PLM and have been involved in major Agile deployments throughout North America

“ If you can’t describe what you are doing as a process, you don’t know what you’re doing.”

W. Edwards Deming