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Presented by: Lewis Kennebrew !
A consulting company specializing in Product Lifecycle Management!July 18, 2018 !
www.archergrey.com!
PDM/PLM Industry Trends and Best
Practices !
Introduction !
HenryLewisKennebrew,II• SeniorDirector,BusinessProcess
Consul.ngGroup@ArcherGreyLLC• Responsiblefor:
– PLMStrategy– BusinessProcessEnablement– Organiza9onalChangeManagement
• 20+yearsofPLMExperience• 3yearsEngineering/CADExperience• BSinAerospaceEngineering• MBAinNewProductDevelopment
9/21/18 2
ArcherGreyProprietary&Confiden9al 39/21/18
TheobjecPveofthispresentaPonistodefineandprovideanoverviewofthecurrenttrendsrelatedtoPDM,PLM,andrelatedtechnologies(e.g.MDM,MBD)involvedinproductdevelopmentandrelatedvalue-chainacPviPes.AddiPonally,wewillcoverbestprac.ceswithinafewtopcorporatePLMiniPaPves.
Presentation Objectives!
DEFINITIONS !
9/21/18 4
ArcherGreyProprietary&Confiden9al 59/21/18
• PDM(ProductDataManagement)–primarilymanagesCADanddocument,productdata,limitedcapabili9esinChangeandConfigura9onManagement(BoMs);asub-setofPLMcapabili9es
• PLM(ProductLifecycleManagement)-theprocessofmanagingtheen9relifecycleofaproductfromincep9on,throughengineeringdesignandmanufacture,toserviceanddisposalofmanufacturedproducts.PLMintegratespeople,data,processesandbusinesssystemsandprovidesaproductinforma9onbackboneforcompaniesandtheirextendedenterprise
• MDM(MasterDataManagement)-inbusiness,masterdatamanagement(MDM)comprisestheprocesses,governance,policies,standardsandtoolsthatconsistentlydefineandmanagethecri9caldataofanorganiza9ontoprovideasinglepointofreference(Ex.:ERP=SON,PLM=EndItemSerialNum,CRM=VIN>MDM=VehNum)
PDM,PLM, MDM and other Enterprise Platforms!
ArcherGreyProprietary&Confiden9al 69/21/18
PLM Maturity Levels!Typicalcompanyenvironments(nosingledatamodel)–ProductDefiniPonInformaPonisspreadacrossmulPplesystems,applicaPons,anddatabases–isolatedindepartmentalsilos
9/21/186
PLMMaturityLevel1:�
(PDM)CADDataManagement
PLMMaturityLevel2:EngineeringChange&
Configura9onManagement
PLMMaturityLevel3:
FullProductDefini9on
Management
PLMMaturityLevel4�
ManagePLMprocessesinsidetheenterprise
PLMMaturityLevel5�
ManagePLMprocessesacrosstheextendedenterprise
PLMMaturityLevel1.5:�SmarTeam
ArcherGreyProprietary&Confiden9al 79/21/18
PLM Strategy!
• PLMStrategyshouldbeaboutdeployingCapabiliPesinthecontextof…
– BusinessObjec9ves– DepartmentalObjec9ves– Organiza9onalChange– Priori9za9on
• It’snotwhatyouhavethat’smostimportant,it’showyouuseit
CURRENT TRENDS !
9/21/18 8
Current Objectives for PLM Systems!AerospaceandDefenseObjecPves�(fromhighesttolowestimportance)1. Reduceproductdevelopmentcosts2. Improveaber-saleproduct
maintenanceandservice(reducecost/9me)
3. Improveproductquality4. IntegratePLMintoenterprise-wide
businessprocesses5. Increasepercentageofrevenuefrom
newproducts6. Reduce9metomarketfornew
products7. Easeoutsourcingofproduct
developmenttasks
Top Corporate Initiatives and PLM’s Impact!
IniPaPves’ImportancetoBusinessStrategy PLM’sRoleinEnablingStrategicIniPaPves
Source:©2018ArcherGreyw/Tech-ClaritySurvey�TobepublishedQ32018
IIoT
IoT
AR / VR
Industry 4.0
Digital Thread
Digital Twin
Digitalization / Digital Enterprise
8%
12%
13%
15%
18%
24%
31%
21%
22%
21%
30%
20%
18%
29%
24%
23%
13%
17%
12%
9%
15%
9%
12%
11%
8%
3%
7%
6%
9%
10%
22%
6%
11%
11%
5%
28%
21%
20%
25%
36%
30%
15%
Critical Significant Contributor Contributes Somewhat
Limited Relevance Not Relevant Don't Know
Gartner Hype Cycle for Discrete Manufacturing and PLM !RelevantPLMCapabiliPes
• PlateauofProducPvity(Maturetech)
– Parts&MaterialsSelec9on– CAD-CentricPDM
• SlopeofEnlightenment(Stabletech)– Simula9on&VirtualPrototyping– ProductRequirementsManagement– Value-Chain-CentricPDM– ProductPorholioandProgram
Management– Simula9on&TestDataManagement
• TroughofDisillusionment(RealityovertakesHype)
– SystemEngineeringSobware– ProductCostManagement– SustainableDesignPLM– SynchronizedBOMs– MobilityinManufacturingOpera9ons– MPMFrameworks
9/21/18 11
ArcherGreyProprietary&Confiden9al 129/21/18
• DigitalTransformaPon/DigitalEnterprise–Adigitalenterpriseisanorganiza9onthatusestechnologyasacompe99veadvantageinitsinternalandexternalopera9ons(©TechTarget).Digitaliza9onistheusofdigitaltechnologiestochangeabusinessmodelandprovidenewrevenueandvalue-producingopportuni9es(©2018CIMdata/Gartner)
• DigitalTwin-Adigitaltwinisavirtualcounterpartofarealobject.Asitspurpose,adigitaltwinenablesothersobware/systemstointeractwithitratherthantherealobjectdirectlytoimprovemaintenance,upgrades,repairsandopera9onoftheactualobject.Theminimumelementsofadigitaltwinincludethemodeloftheobject,datafromtheobject,auniqueone-to-onecorrespondencetotheobjectandtheabilitytomonitortheobject.(©2017Gartner,“Hype-CycleforDiscreteManufacturers”)
• DigitalThread–thecommunica9onframeworkthatallowsaconnecteddataflowandintegratedviewoftheasset’sdatathroughoutitslifecycleacrosstradi9onallysiloedfunc9onalperspec9ves(©2016IndustryWeek)
• Synchronizedbillsofmaterials(BOMs)-capabili9esrefertoassocia9ngandupda9ngequivalentitemsfromdifferentBOMssuchasengineering,manufacturing,sales/marke9ngandservice,whereeachoftheBOMsisstructureddifferently(©2017Gartner,“Hype-CycleforDiscreteManufacturers”).
Definitions!
ArcherGreyProprietary&Confiden9al 139/21/18
• Industry4.0-Industry4.0,Industrie4.0,orthefourthindustrialrevolu9on,isacollec9vetermembracinganumberofcontemporaryautoma9on,dataexchangeandmanufacturingtechnologies.Ithadbeendefinedas'acollec9vetermfortechnologiesandconceptsofvaluechainorganiza9on'whichdrawstogetherCyber-PhysicalSystems,theInternetofThingsandtheInternetofServices(©Wikipedia8July2018)
• AR/VR:AugmentedReality(AR)/VirtualReality-Augmentedrealityandvirtualrealityareinversereflec9onsofoneinanotherwithwhateachtechnologyseekstoaccomplishanddeliverfortheuser.Virtualrealityoffersadigitalrecrea9onofareallifeserng,whileaugmentedrealitydeliversvirtualelementsasanoverlaytotherealworld.(©Augment.com2015)
• IoT/IIoT-TheInternetofThings(IoT)isthenetworkofdedicatedphysicalobjectsthatcontainembeddedtechnologytocommunicate,senseorinteractwiththeirinternalstatesortheexternalenvironment.TheIndustrialInternetofThings(IIoT)isacorebuildingblockforsmartfactories,manyna9onalindustrialproduc9vityini9a9vesanddigitalbusiness.�(©Gartner2017)
Definitions!
BEST PRACTICES !
9/21/18 14
DIGITALIZATION!(INCLUDES MBD, DIGITAL THREAD, DIGITAL TWIN, SYNCHRONIZED BOMS) !
BestPracPces
9/21/18 15
ArcherGreyProprietary&Confiden9al 169/21/18
PLM Digitalization: Model-Based-Definition (MBD) !
Marke9ng/Sales Concept Design Prototype Valida9on Pre-
Produc9on Produc9on Abermarket
Annotated�3DModel
Drawing
Annotated�3DModeltoSupplier
FEA�Model3DPrinted
Prototype
QualityControlDrawing
Annotated(QCLayer)3DModel
AnnotatedToolingandFixtureModels
ModelDrivenManufacturing
incl.PMI
AssemblyAnima9ons
IndustrialDesign
EngineeringCalcula9ons
3DModel
Drawingto
Supplier
DrawingtoInternalPrototype
ToolingandFixtureModels
ToolingandFixtureDrawings
ManuallyProgrammed
CNC
WorkInstruc9ons
FEA�Model
Simplified3DModel
IndustrialDesign
EngineeringCalcula9ons
CommonPrac9ce:DrawingistheMaster• Verylimiteduseof3D,Manyderiva9vefiles(e.g..DWG,.STEP,.PDF)• WeakRela9onships(i.e.notmanagedinPLM)betweenmostdataobjects
BestPrac9ce:ModelistheMaster• Extensiveuseof3D,Minimumderiva9vefiles• StrongRela9onships(i.e.managedinPLM)betweenmostdataobjects
STEPfile
Billof
Material
PhysicalPrototype
PhysicalPrototype
Digital�Twin
AugmentedRealityExperience
Visualiza9on/ARExperience
ContractualRequirements
RepairManuals
ElectronicWork
Instruc9ons
ContractualRequirements
RepairManuals
DigitalThreadConfiguredSales
Order
ConfiguredSalesOrder
ArcherGreyProprietary&Confiden9al 179/21/18
PLM Digitalization: Synchronized BoMs!
Equipment�Structure
Equipment�Structure
Logical/NodeStructure
System
Breakdo
wn�
Structure
EBOM MBOM SBOM ConfiguredBOM
R
RR
Requirements�Structure
F
FF
Func9ons�Structure(Product
BreakdownStructure)
A
A
T
Analysis&Test�Structure
ProductDevelopment(ValueChainAc9vi9es)
OrderFulfilmentSystemEngineering Produc9onEngineeringEngineering ServiceEngineering Phase�Out
SupplyChainAc9vi9es
Opera9on/MRO
BusinessProcesses
Sobware
StdParts SupplierPartseCAD
mCAD
ProcessPlans
Mfg.Parts PhantomParts
WorkInstruct.
mCAD
RepairInstr
Pkg Repl.PartsPartsLists
mCAD
Choices
Modules ConfigPartsConfig.Rules.
Visual-iza9on
Part-BasedStructure
ReqtMSTests
Analysis
RepairInstr
StdParts Repl.PartsOwner’sManual
SerializedParts
Manufacturing�BillsofMaterial
Service�BillsofMaterial
Engineering�BillsofMaterial
ProductVariant�BillsofMaterial
As-Maintained�BillsofMaterial
System/Func9onal�ProductStructure
PLM ERP
ArcherGreyProprietary&Confiden9al 189/21/18
Benefits of Digitalization !• Improveproductqualityofandreduceerrors
throughdesignsuitedforalldownstreamconsumersofthedata
• Increaseengineerproduc9vitybysearch&reuseofdata(e.g.PartsClassifica9on,ShapeIndexSearch)
• RichCADinforma9oncanbeaccessedbynon-CADusersinwithoutcomplex/expensiveCADtools,orspendingvaluable9megenera9ngCADinforma9onindifferentformats
• Requireduseof3Dmodels,annotatedwithPMI,withsuppliers(vs.drawings)improvedpartquality,engineer/designerknow-how,andloweredunitcosts
• 20%ofengineeringcostsareassociatedwithnon-valueadded(NVA)ac9vi9es.(CoopersandLybrand)
• CNcreaPondroppeddrama9callyduetoimprovedmodelingprac9cesmee9ngtheneedsofalldownstreamusers(AnecdotefromSolarTurbines)
• Itises9matedthat25%ofanengineer’sPmeisspentlookingforinforma9on.(BenchmarkResearch)
• Theaverageknowledgeworkerspends2.5hoursperdaysearchingforinforma9on-thatisreadingemails,searchingforinforma9ononpersonalcomputers,companyservers,physicalloca9onsandtheInternet,andfindinginforma9onwithindocuments.�(IDC)
• 15%ofproductcostsarerelatedtore-workandre-useissues.(ATKearney)
• Engineerslearnedtomodelwithinsuppliercapabili9esthusreducingpartcost,improvingquality,andallowingPurchasingtonegoPateawaysupplierremodelingcosts(AnecdotefromCummins)
NVA
ReWork
CN
ArcherGreyProprietary&Confiden9al 199/21/18
Thebenefitsexpectedfromhavingadigitaltwinforeachproductunitinclude:
• Moreeffec9veassessmentofasystem’scurrentandfuturecapabili9esduringitslifecycle
• Earlydiscoveryofsystemperformancedeficienciesbysimula9ngresultswaybeforephysicalprocessesandproductaredeveloped
• Op9miza9onofoperability,manufacturability,inspectability,andsustainabilityleveragingmodelsandsimula9onsappliedduringtheen9relifecycleofeachtailnumber
• Con9nuousrefinementofdesignsandmodelsthroughdatacapturedandeasilycrossedreferencedtodesigndetails
Benefits of incorporating a Digital Twin !
Source:©2016IndustryWeek
SYSTEMS ENGINEERING !(INCLUDES V-MODEL PROCESS, SYSTEMS ENGINEERING, SIMULATIONS, DIGITAL TWIN) !
BestPracPces
9/21/18 20
ArcherGreyProprietary&Confiden9al 219/21/18
Systems Engineering and Simulation !ProcessPerspecPve CapabiliPesPerspecPve
SystemsEngineeringandSimula9onDiagram:©2017Gartner
ArcherGreyProprietary&Confiden9al 229/21/18SystemsEngineeringandSimula9onDiagram:©2017Gartner
Systems Engineering and Simulation !
ProcessPerspecPve CapabiliPesPerspecPve
PDMLink/MPMLink/SIM
CATIAV5 Creo
Integrity
Integrity
Windchill�Op9ons&Variants/�PlahormStructures
WindchillQMS
Integrity MCTFS
MathCAD IntegrityWindchill
ProjectLink
WindchillIntegrity
RequirementsCapture&
ManagementVariantDesign&Genera9on
ProjectPlanning&ExecuPon
SystemDesign
DetailedDesign
Configura9onManagement
ChangeManagement
ManufacturingProcess
Management
Simula9onManagement
Prototype/DigitalTwinDevelopment
Opera9onsManagement
MES
MROManagement
ProjectPlanning&ExecuPon
ProjectandPorholioManagement
Simula9on&TestManagement
ServiceManagement
App
ArcherGreyProprietary&Confiden9al 239/21/18
Benefits of Systems Engineering !
13
2116 16
50
5854
49
0
10
20
30
40
50
60
70
ProgramPlanning RequirementsDevelopment&Management
Verifica9on ProductArchitecture
%ofprogramsdeliveringhighestsuccessBeforeSE AberSE
ReasonsfordifficultyinquanPfyingtheROIonSystemsEngineering• Risksthatdidn'tmaterialize• Reworkthatdidn'tneedtobedone• Customercomplaintsthatdidn'toccur• Productdeficienciesthatare
circumventedKeyFindings• Significantposi9veimpactofSystems
EngineeringontheperformanceofprimarilyIndustrialManufacturingandServicesbusinesses(116of147)
• SystemsEngineeringiss9llnosilverbullet
Source:©2013ReportfromCarnegieMellonUniversity’sSobwareEngineeringIns9tute�“TheValueofSystemsEngineering”,SEIBlog
PLM AND ERP !BestPracPces
25
Like ERP Systems, PLM is a Consolidation Strategy!
ERP ! PLM!– Financials– Accoun9ng– Humanresources– Procurement– Manufacturing
resourceplanning– Supplychain
management– Supplierrela9onship
management– Customerrela9onship
management
MechanicalCAD
Simula9on
ManufacturingProcessManagement
DigitalMockup
TechnicalPublica9ons
RequirementsManagement
Visualiza9onandMarkup,
ERPhasConsolidated: PLMisConsolidaPng:
ProjectManagement PorholioManagement ComponentManagement SupplierManagement ProductDataand�Configura9onManagement
ContentManagement&�Workflow
QualityManagement
Integra9on
26
CAD
PLM
ContentManagement OperaPons
ERP
PLM ERP
PLM ERP
Build�ToStock
Build�ToOrder
Configure�toOrder
ProductDevelopment ProcessDevelopment
PLM ERPEngineerToOrder
ContentCrea9on
WIPCADDataMgmtContentMgmt
EBOMChange&ConfigMgmtSupplierCollabora9onVerifica9on&Valida9on
MBOMMfgProcessDefini9onShopInstruc9ons
SchedulingExecu9onLogis9cs
Traditional lines of demarcation between PLM and ERP !
HighlyCollabora9ve Transac9onal
Defense: PDM and ERP Concepts & Processes!
9/21/18 ArcherGreyProprietary&Confiden9al 27
Concept Design Prototype Manufacturing Sales Service Disposal
ChangeManagement
Configura9onManagement
RequirementsCaptureandManagement
DetailedDesignVariantDesignandGenera9on
Produc9onScheduling
InventoryManagement
SourcingandProcurement
SalesandOrderManagement
ShippingLogis9cs
Accoun9ngandFinancialRepor9ng
ManufacturingProcessManagement
SystemDesign
SalesConfigurator
ERPFinancial,Manufacturing�&Delivery(SupplyChain)�Transac9onManagement
PDM(SmarTeam)�CADDevelopment(Value-Chain)�CADDesignManagement�&DecisionSupport
Best Practice PLM and ERP Concepts & Processes!
9/21/18 ArcherGreyProprietary&Confiden9al 28
Concept Design Prototype Manufacturing Sales Service Disposal
ChangeManagement
Configura9onManagement
RequirementsCaptureandManagement
DetailedDesignVariantDesignandGenera9on
Produc9onScheduling
InventoryManagement
SourcingandProcurement
SalesandOrderManagement
ShippingLogis9cs
Accoun9ngandFinancialRepor9ng
ManufacturingProcessManagement
SystemDesign
O&V/PlaformStructures
PLM�ProductDevelopment(Value-Chain)�KnowledgeManagement&DecisionSupport
ERPFinancial,Manufacturing�&Delivery(SupplyChain)�Transac9onManagement
SalesConfiguratorRules
CONCLUSION!
9/21/18 29
ArcherGreyProprietary&Confiden9al 309/21/18
PLM Strategy!
• PLMStrategyshouldbeaboutdeployingCapabiliPesinthecontextof…
– BusinessObjec9ves– DepartmentalObjec9ves– Organiza9onalChange– Priori9za9on
• It’snotwhatyouhavethat’smostimportant,it’showyouuseit
QUESTIONS? !