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Copyright © 2009 Razorleaf. Copyright © 2009 Boeing. Copyright © 2009 Northrop Grumman Corporation. All rights reserved. GPDIS_Template_2009.ppt | 10/6/2009 | 2 Merging PLM and SharePoi nt Strategi es Jonathan Scott Razorleaf November 12, 2009

Merging PLM and Microsoft SharePoint Strategies from GPDIS 2009

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Jonathan Scott's presentation from Boeing & Northrop Grumman's GPDIS 2009 (Global Product Data Interoperability Summit) in Mesa, AZ. A brief background in SharePoint and in PLM, with ideas for how the two systems can be leverage together for product development synergy.

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Page 1: Merging PLM and Microsoft SharePoint Strategies from GPDIS 2009

Copyright © 2009 Razorleaf. Copyright © 2009 Boeing. Copyright © 2009 Northrop Grumman Corporation.All rights reserved.

GPDIS_Template_2009.ppt | 10/6/2009 | 2

Merging PLM and SharePoint Strategies

Jonathan ScottRazorleafNovember 12, 2009

Page 2: Merging PLM and Microsoft SharePoint Strategies from GPDIS 2009

Global Product Data Interoperability Summit | 2009

Copyright © 2009 Razorleaf. Copyright © 2009 Boeing. Copyright © 2009 Northrop Grumman Corporation.All rights reserved.

Agenda

• Microsoft's PLM presence

• Unique value of PLM, and of SharePoint

• Possible symbiosis

• Vision for managing corporate IP

Page 3: Merging PLM and Microsoft SharePoint Strategies from GPDIS 2009

Global Product Data Interoperability Summit | 2009

Copyright © 2009 Razorleaf. Copyright © 2009 Boeing. Copyright © 2009 Northrop Grumman Corporation.All rights reserved.

Setting the Stage

PLM (noun):

System for creating and managingthe information that defines a product

Page 4: Merging PLM and Microsoft SharePoint Strategies from GPDIS 2009

Global Product Data Interoperability Summit | 2009

Copyright © 2009 Razorleaf. Copyright © 2009 Boeing. Copyright © 2009 Northrop Grumman Corporation.All rights reserved.

Setting the Stage

PLM (noun):

System for creating and managingthe information that defines a product

discrete

Page 5: Merging PLM and Microsoft SharePoint Strategies from GPDIS 2009

Global Product Data Interoperability Summit | 2009

Copyright © 2009 Razorleaf. Copyright © 2009 Boeing. Copyright © 2009 Northrop Grumman Corporation.All rights reserved.

Setting the Stage

• Creating what information?• Descriptions of a product, its components, or

the process used to manufacture those

–Text (specifications)

–Graphics (2D and 3D)

–Animations (graphics + time)

System for creating and managing the information that defines a product

Page 6: Merging PLM and Microsoft SharePoint Strategies from GPDIS 2009

Global Product Data Interoperability Summit | 2009

Copyright © 2009 Razorleaf. Copyright © 2009 Boeing. Copyright © 2009 Northrop Grumman Corporation.All rights reserved.

Setting the Stage

• Managing how?• Save for later use (retrievable, not just

searchable)

• Control as changes happen (revisions)

• Represent relationships and enforce relationship rules

• Share, but with discretion

System for creating and managing the information that defines a product

Page 7: Merging PLM and Microsoft SharePoint Strategies from GPDIS 2009

Global Product Data Interoperability Summit | 2009

Copyright © 2009 Razorleaf. Copyright © 2009 Boeing. Copyright © 2009 Northrop Grumman Corporation.All rights reserved.

Where is Microsoft in PLM?

Page 8: Merging PLM and Microsoft SharePoint Strategies from GPDIS 2009

Global Product Data Interoperability Summit | 2009

Copyright © 2009 Razorleaf. Copyright © 2009 Boeing. Copyright © 2009 Northrop Grumman Corporation.All rights reserved.

Microsoft in PLM

Need System / Application

Create

Text Word, Excel, Publisher, Outlook, PowerPoint

Graphics Visio

Animation ?

Manage

Save for later use Windows Server / SharePoint

Control revisions SharePoint

Represent relationships SQL Server? / Dynamics

Enforce processes BizTalk / Dynamics

Share*Windows Server / SharePoint /Office Communication Server

Page 9: Merging PLM and Microsoft SharePoint Strategies from GPDIS 2009

Global Product Data Interoperability Summit | 2009

Copyright © 2009 Razorleaf. Copyright © 2009 Boeing. Copyright © 2009 Northrop Grumman Corporation.All rights reserved.

Microsoft in PLM

Authoring Infrastructure Systems

Page 10: Merging PLM and Microsoft SharePoint Strategies from GPDIS 2009

Global Product Data Interoperability Summit | 2009

Copyright © 2009 Razorleaf. Copyright © 2009 Boeing. Copyright © 2009 Northrop Grumman Corporation.All rights reserved.

Microsoft in PLM

WordExcel

PowerPointOutlook

Publisher

Authoring Infrastructure Systems

Page 11: Merging PLM and Microsoft SharePoint Strategies from GPDIS 2009

Global Product Data Interoperability Summit | 2009

Copyright © 2009 Razorleaf. Copyright © 2009 Boeing. Copyright © 2009 Northrop Grumman Corporation.All rights reserved.

Microsoft in PLM

WordExcel

PowerPointOutlook

Publisher

Office Communication ServerWindows ServerBizTalk Server

SQL Server

Authoring Infrastructure Systems

Page 12: Merging PLM and Microsoft SharePoint Strategies from GPDIS 2009

Global Product Data Interoperability Summit | 2009

Copyright © 2009 Razorleaf. Copyright © 2009 Boeing. Copyright © 2009 Northrop Grumman Corporation.All rights reserved.

Microsoft in PLM

WordExcel

PowerPointOutlook

Publisher

Office Communication ServerWindows ServerBizTalk Server

SQL Server

SharePoint

Dynamics

Authoring Infrastructure Systems

Page 13: Merging PLM and Microsoft SharePoint Strategies from GPDIS 2009

Global Product Data Interoperability Summit | 2009

Copyright © 2009 Razorleaf. Copyright © 2009 Boeing. Copyright © 2009 Northrop Grumman Corporation.All rights reserved.

Microsoft in PLM

WordExcel

PowerPointOutlook

Publisher

Office Communication ServerWindows ServerBizTalk Server

SQL Server

SharePoint

Dynamics

Authoring Infrastructure Systems

Page 14: Merging PLM and Microsoft SharePoint Strategies from GPDIS 2009

Global Product Data Interoperability Summit | 2009

Copyright © 2009 Razorleaf. Copyright © 2009 Boeing. Copyright © 2009 Northrop Grumman Corporation.All rights reserved.

SharePoint Versus PLM

Systems

SharePoint

Page 15: Merging PLM and Microsoft SharePoint Strategies from GPDIS 2009

Global Product Data Interoperability Summit | 2009

Copyright © 2009 Razorleaf. Copyright © 2009 Boeing. Copyright © 2009 Northrop Grumman Corporation.All rights reserved.

SharePoint Versus PLM

Systems

SharePoint

Page 16: Merging PLM and Microsoft SharePoint Strategies from GPDIS 2009

Global Product Data Interoperability Summit | 2009

Copyright © 2009 Razorleaf. Copyright © 2009 Boeing. Copyright © 2009 Northrop Grumman Corporation.All rights reserved.

SharePoint Versus PDM

Systems

SharePoint PDM

Page 17: Merging PLM and Microsoft SharePoint Strategies from GPDIS 2009

Global Product Data Interoperability Summit | 2009

Copyright © 2009 Razorleaf. Copyright © 2009 Boeing. Copyright © 2009 Northrop Grumman Corporation.All rights reserved.

What is SharePoint?

• Enterprise Information Portal

• Collaboration Platform

• Document Management System

• Intranet Application

• …

Page 18: Merging PLM and Microsoft SharePoint Strategies from GPDIS 2009

Global Product Data Interoperability Summit | 2009

Copyright © 2009 Razorleaf. Copyright © 2009 Boeing. Copyright © 2009 Northrop Grumman Corporation.All rights reserved.

What is SharePoint?

• Enterprise Information Portal

• Collaboration Platform

• Document Management System

• Intranet Application

• …

• Microsoft’s fastest growing product EVER

Page 19: Merging PLM and Microsoft SharePoint Strategies from GPDIS 2009

Global Product Data Interoperability Summit | 2009

Copyright © 2009 Razorleaf. Copyright © 2009 Boeing. Copyright © 2009 Northrop Grumman Corporation.All rights reserved.

What is PDM?

• Collection of inter-related “engines”:• CAD integration

• Document lifecycle

• BOM management

• Workflow automation

• Requirements management

• Program/portfolio management

Page 20: Merging PLM and Microsoft SharePoint Strategies from GPDIS 2009

Global Product Data Interoperability Summit | 2009

Copyright © 2009 Razorleaf. Copyright © 2009 Boeing. Copyright © 2009 Northrop Grumman Corporation.All rights reserved.

Oversimplified Values

Saves me moneyMakes me money

Page 21: Merging PLM and Microsoft SharePoint Strategies from GPDIS 2009

Global Product Data Interoperability Summit | 2009

Copyright © 2009 Razorleaf. Copyright © 2009 Boeing. Copyright © 2009 Northrop Grumman Corporation.All rights reserved.

Value Proposition - SharePoint

• Makes me money by…

• Facilitating communication (thus innovation)

• Capturing IP

• Saves me money by…

• Decreasing waste (right info @ right time)

• Being transparent to users

• Allowing users to self-manage

Page 22: Merging PLM and Microsoft SharePoint Strategies from GPDIS 2009

Global Product Data Interoperability Summit | 2009

Copyright © 2009 Razorleaf. Copyright © 2009 Boeing. Copyright © 2009 Northrop Grumman Corporation.All rights reserved.

Value Proposition - PDM

• Makes me money by…• Facilitating innovation• Capturing IP• Reducing time-to-market• Increasing variant volume

• Saves me money by…• Decreasing waste (right info @ right time)• Controlling complex processes• Automating / enforcing repetitive processes

Page 23: Merging PLM and Microsoft SharePoint Strategies from GPDIS 2009

Global Product Data Interoperability Summit | 2009

Copyright © 2009 Razorleaf. Copyright © 2009 Boeing. Copyright © 2009 Northrop Grumman Corporation.All rights reserved.

Value Proposition Keys

• PDM is better than SharePoint at…• Managing complex, structured data

• Enforcing business processes

• SharePoint is better than PDM at…• Ad hoc collaboration

• Unstructured knowledge capture

• Light / transparent interface

Page 24: Merging PLM and Microsoft SharePoint Strategies from GPDIS 2009

Global Product Data Interoperability Summit | 2009

Copyright © 2009 Razorleaf. Copyright © 2009 Boeing. Copyright © 2009 Northrop Grumman Corporation.All rights reserved.

Synergies

• Getting the best from PDM + SharePoint:• SharePoint exposes PDM’s complex, structured data

• PDM’s rules engines govern business processes

• Search is unified across PDM and SharePoint

Page 25: Merging PLM and Microsoft SharePoint Strategies from GPDIS 2009

Global Product Data Interoperability Summit | 2009

Copyright © 2009 Razorleaf. Copyright © 2009 Boeing. Copyright © 2009 Northrop Grumman Corporation.All rights reserved.

SharePoint / PLM Use Case

• Redesign / improvement started in PLM

Page 26: Merging PLM and Microsoft SharePoint Strategies from GPDIS 2009

Global Product Data Interoperability Summit | 2009

Copyright © 2009 Razorleaf. Copyright © 2009 Boeing. Copyright © 2009 Northrop Grumman Corporation.All rights reserved.

SharePoint / PLM Use Case

• Engineer blogs on idea for changes

Cover Changes 10-14-2008As an improvement to our existing design for the 1543B tool, we’re considering adding a second set of lifting rings to the top cover to provide alternate lift points for…

Page 27: Merging PLM and Microsoft SharePoint Strategies from GPDIS 2009

Global Product Data Interoperability Summit | 2009

Copyright © 2009 Razorleaf. Copyright © 2009 Boeing. Copyright © 2009 Northrop Grumman Corporation.All rights reserved.

SharePoint / PLM Use Case

• Key customer securely reads blog & joins in

• Threaded discussion follows

Cover Changes 10-14-2008As an improvement to our existing design for the 1543B tool, we’re considering adding a second set of lifting rings to the top cover to provide alternate lift points for…

But if you…

I think you should…

What about…No way!

Page 28: Merging PLM and Microsoft SharePoint Strategies from GPDIS 2009

Global Product Data Interoperability Summit | 2009

Copyright © 2009 Razorleaf. Copyright © 2009 Boeing. Copyright © 2009 Northrop Grumman Corporation.All rights reserved.

SharePoint / PLM Use Case

• Updated 3D / BOM content published

• Discussion continues, graphical content added

Cover Changes 10-14-2008As an improvement to our existing design for the 1543B tool, we’re considering adding a second set of lifting rings to the top cover to provide alternate lift points for…

Page 29: Merging PLM and Microsoft SharePoint Strategies from GPDIS 2009

Global Product Data Interoperability Summit | 2009

Copyright © 2009 Razorleaf. Copyright © 2009 Boeing. Copyright © 2009 Northrop Grumman Corporation.All rights reserved.

SharePoint / PLM Use Case

• Unstructured customer comments recorded as justification in structured change process

Cover Changes 10-14-2008As an improvement to our existing design for the 1543B tool, we’re considering adding a second set of lifting rings to the top cover to provide alternate lift points for…

Page 30: Merging PLM and Microsoft SharePoint Strategies from GPDIS 2009

Global Product Data Interoperability Summit | 2009

Copyright © 2009 Razorleaf. Copyright © 2009 Boeing. Copyright © 2009 Northrop Grumman Corporation.All rights reserved.

ECR 98732 Date: 11-12-2009Tool 1543B

Change:Increase the number of lift…

Justification:Customer Input…

SharePoint / PLM Use Case

• Unstructured customer comments recorded as justification in structured change process

Page 31: Merging PLM and Microsoft SharePoint Strategies from GPDIS 2009

Global Product Data Interoperability Summit | 2009

Copyright © 2009 Razorleaf. Copyright © 2009 Boeing. Copyright © 2009 Northrop Grumman Corporation.All rights reserved.

ECR 98732 Date: 11-12-2009Tool 1543B

Change:Increase the number of lift…

Justification:Customer Input…

SharePoint / PLM Use Case

• Unstructured customer comments recorded as justification in structured change process

Page 32: Merging PLM and Microsoft SharePoint Strategies from GPDIS 2009

Global Product Data Interoperability Summit | 2009

Copyright © 2009 Razorleaf. Copyright © 2009 Boeing. Copyright © 2009 Northrop Grumman Corporation.All rights reserved.

ECR 98732 Date: 11-12-2009Tool 1543B

Change:Increase the number of lift…

Justification:Customer Input…

SharePoint / PLM Use Case

• Unstructured customer comments recorded as justification in structured change process

Page 33: Merging PLM and Microsoft SharePoint Strategies from GPDIS 2009

Global Product Data Interoperability Summit | 2009

Copyright © 2009 Razorleaf. Copyright © 2009 Boeing. Copyright © 2009 Northrop Grumman Corporation.All rights reserved.

Did You See It?

• Ad hoc collaboration

• Knowledge capture

• Structured business process

Page 34: Merging PLM and Microsoft SharePoint Strategies from GPDIS 2009

Global Product Data Interoperability Summit | 2009

Copyright © 2009 Razorleaf. Copyright © 2009 Boeing. Copyright © 2009 Northrop Grumman Corporation.All rights reserved.

A Different Spin

Page 35: Merging PLM and Microsoft SharePoint Strategies from GPDIS 2009

Global Product Data Interoperability Summit | 2009

Copyright © 2009 Razorleaf. Copyright © 2009 Boeing. Copyright © 2009 Northrop Grumman Corporation.All rights reserved.

Summary

• Microsoft is all over PLM• PDM / SP values are different, but similar• PDM for…

• Complex, structured data• Business rules and processes

• SharePoint for…• Ad hoc collaboration• Knowledge capture• Light interface

Page 36: Merging PLM and Microsoft SharePoint Strategies from GPDIS 2009

Global Product Data Interoperability Summit | 2009

Copyright © 2009 Razorleaf. Copyright © 2009 Boeing. Copyright © 2009 Northrop Grumman Corporation.All rights reserved.

Bonus

• Find this presentation on the web

http://www.razorleaf.com/2009/11/gpdis-2009/

• Take a whitepaper

Page 37: Merging PLM and Microsoft SharePoint Strategies from GPDIS 2009

Jonathan Scottwww.Razorleaf.com

[email protected]

@JonathanPScott

330.676.0022 x7133