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Welcome to online seminar

on

Agile PLM Overview

Presented by:
Mahender Bist Partner
Rapidflow Apps Inc
mbist@rapidflowapps.com
April, 2011

Rapidflow Apps - Introduction


About Rapidflow Apps
Oracle Gold Partner
Oracle Business Accelerators Specialized Partner
Areas Expertise
 Supply Chain Planning
 Product Lifecycle Management
 Master Data Management
 Business Intelligence

Rapidflow Apps Methodology


Our business flow based methodology significantly reduces the implementation
time and cost of ownership. Our fixed cost implementation models help companies
achieve a quick Return on Investment.

2011 Rapidflow Apps Inc. All Rights Reserved

Agenda
 What is Product Lifecycle Management(PLM)?
 Oracle Agile PLM Solutions
 Benefits of Agile PLM
 Key business process using Oracle Agile PLM
 Integration with Oracle EBS and other systems
 Live DEMO
 Agile Product Collaboration (25 Mins)
 Product Portfolio Management (10 Mins)

 Solution design approach to:


Integration with other systems
Comprehensive approach to profitable Project Portfolio
2011 Rapidflow Apps Inc. All Rights Reserved

What is PLM?

Strategy
Idea Management
Collaboration
Specifications
Project Management

Marketing
Customer Need Survey
Prototype/Sample
Product Record & Sync
Product Compliance

Sales/Operations
Ramp up
Production Release
Quality Control
Sales growth

Phase out
Retire
Sustainability
Next Product
Cannibalize Demand

Product Information
Decision/Activity Support

Product

Lifecycle

Management

Manage Integrated Closed Loop Processes During Entire Product Lifecycle


2011 Rapidflow Apps Inc. All Rights Reserved

PLM Evolution

CAD (Computer
Aided Design) data
(1980s)

CAD developed into


Engineering Centric
EDM, and PDM (1990s)
ERP solutions evolved
for product data

PLM Solutions with


enterprise level
workflow driven
processes (Late 1990s)

Integration across the


supply chain with SOA
based architecture
maturity (>2005)

Leading organizations always had product management processes with varying degree
of sophistication within as well as outside of system since 1980s, however, with the
advent of PLM, workflow process automation has been a major enabler in expediting
product innovation via internal and external collaboration.

2011 Rapidflow Apps Inc. All Rights Reserved

Oracle Agile PLM Modules


Executives & Program Office
Compliance
Office

Agile Product
Governance &
Compliance

Agile Product Portfolio Management


Integrated product, program,
resource & portfolio management

Cross-Enterprise

Agile Enterprise
Visualization

Quality
Professionals

Native document collaborative


visualization across the global
enterprise

Agile Quality
Management

Source Oracle Corporation

Agile Engineering
Collaboration
Engineering desktop
integration & collaboration

Product & program


compliance against
standards & regulatory
requirements

Closed-loop product
quality management
across the extended
enterprise

Development
& Engineering

Engineering,
Operations &
Supply Chain
Procurement Professionals

Agile Product Cost Management


Product sourcing and lifecycle cost &
risk management

Agile Product
Collaboration
Enterprise product record
visibility, management &
collaboration

Benefits of Agile PLM


Complete control over product record, product processes and people
collaboration during the entire lifecycle

Agile PLM provides information throughout the product lifecycle to eliminate


the wastage of time, energy & resources Agile PLM is a productivity tool
Source Oracle Corporation

2011 Rapidflow Apps Inc. All Rights Reserved

Objectives of Agile PLM Implementation


Objectives of PLM Implementation
Centralize product data with unlimited attributes storage capability in PLM
Workflow based New Item and Change Process
Security (Product, Project and Document)
Data Synchronization with Oracle and other systems
Internal and external workflow based collaboration
Manage Product Launches and Project Milestones effectively
Analyze and Control the cost of New Product Development Projects
Manage Product Governance and Compliance
Control your Product Cost Management
Closed loop Quality Management
Increase productivity

2011 Rapidflow Apps Inc. All Rights Reserved

Key Processes in Agile PLM


 Product Record Management
 Requirement to Design
 Design to Release
 Issue to Change Management
 Engineering Data Management
 Product Governance & Compliance
 Project and Program Portfolio Management
 Problem Request to Non-Compliance
 Non-Compliance to Change
 Cost Management
 Customer Need Management
2011 Rapidflow Apps Inc. All Rights Reserved

Step Approach to PLM Projects


 Develop an overall plan to leverage PLM from Engineering, Sourcing,
Manufacturing, Sales, Marketing and Finance perspectives
 Explore and define all the requirements related to product data, processes,
technology and collaboration
 Evaluate and select best fit PLM platform
 Develop a phased approach and scope
 Deploy and learn from each phase Measure Target vs. Actual benefits
 Redefine and deploy subsequent phases
 Educate your organization and build PLM business case

2011 Rapidflow Apps Inc. All Rights Reserved

Demo Product Collaboration


 New Item Introduction
 Change Management
 Mass Changes

2011 Rapidflow Apps Inc. All Rights Reserved

Agile Product Collaboration (PC) Overview


Agile PC Capabilities and Benefits
 Product record (Unlimited
Attributes)
 Workflow driven part creation
 Document Management
 Changes Management
 Mass Changes
 Reporting - Self Service
 System Security
 Full Traceability of Changes
 Product Cost Management
 Easy synchronization with
Oracle & other systems
 Strong platform for
acquisitions strategy for
growing companies

Product Collaboration enables companies to accelerate


product innovation and maximize product profitability

Image Source Oracle Corporation

2011 Rapidflow Apps Inc. All Rights Reserved

2011 Rapidflow Apps Inc. All Rights Reserved

2011 Rapidflow Apps Inc. All Rights Reserved

Design to Release Integration - Oracle EBS, SAP and JDE


Agile
Items

AML

BOMs

Create New Part Request


(ECR Object)

Fill-in information about required


part. Fill out and attach NPR
template document

ECO
Route NPR
for approval

Rules Extract and Transform Data

Processing, Consolidated and Error Handling

Create
Update Item
Master, PIM

Create BOM,
Common BOM,
and Substitute

Create
Update Item
Attributes, MPN

Status
Update

AIA

Create
ECO

Send notification to user


with links to Item and NPR
objects in Agile

Schedule
Implementation
Item Object Created in
ERP system

Assign to
Organization
2007 Oracle Corporation Proprietary and Confidential

2011 Rapidflow Apps Inc. All Rights Reserved

AutoImplement
ECO

EBS

Demo Project Portfolio Management


 Project Lifecycle

2011 Rapidflow Apps Inc. All Rights Reserved

Agile Product Portfolio Management (PPM) Overview


Without Agile PPM

Agile PPM Capabilities and Benefits


 Integrated of project and product
portfolio information in a single
application
 Product NPD&I Program & Project
Management - Quick Health check
 Coordination of schedules &
deliverables across sites, organizations,
and partners
 Effective Workflow driven resource
management (Global Collaboration)
 Optimization of development
investment
 Tight document and information
security & IP protection

MS Project plans owned by


Project Manager

Home-grown databases or
spreadsheets for action
items, risks and issues

Individual task lists for


resource management

Deliver
ables
on
person
Personal al hard
drives
Files

Process
documentation in
three-ring binders
or web sites
Release Planning Phase

G-12

G-11

Definition Phase

G-10

G-9

Development Phase

G-7

G-8

G-5

G-6

Validation Phase

G-4

G-3

G-2

Deployment Phase
G-1

G-0

Serv ice Specification


Featur e Defin ition

PortfolioManagement

High-level
Resource
Planning

Def Plan

System Requirements

SystemTest

System Allocation
Estimation (SID)

Quick SID

System
Certification First Office
Application

Product Functional Sp ecifications

Design

Usability Studies/
Prototyping

Implementation

Program Roadmap

Project Planning

Product Roadmap

Test

Controlled
Rollout

System Integ

General
Availability

ProgramManagement

CAD
drawings on
licensed
machines

LOCK-DOWN
Project
Start

= IP Creation
= IP Access

Project RequirementsDefinition Systems Lock-Down Project


Detailed
Begin
Begin Begin First Begin
General
Strategy
Scope Phase PlanRequirements Level Lock-Down
Plan
Validation System
Office Controlled Availability
Lock-Down Lock-Down Approval Definition Estimates
Complete
Certification Application Rollout
Approved Complete

Decisionmaking and
lessons
learned in
email
inboxes

Company
shared
drives for
document
storage

With Agile PPM


Product B New Product Introduction Project
Phase
One
Feasibilit
y&
Require
ments

Product A New Product Development Project


Phase
Two
Product
Develop
ment

Decision
Gate One

Decision
Gate Two

Phase
Three
Prototyp
e & Pilot

Decision
Gate Three

Phase
Four
Product
Launch

ERP
Product Development
Issue

Test Case
System Design
Development

Review & Approve


Develop MFG
Design
Specification

Gather Regional
Deviation Reqs

Action Item

Design Review Workflow


Initiate
Approval

Identify
Approvers

Image Source Oracle Corporation

2011 Rapidflow Apps Inc. All Rights Reserved

Approver 1
Sign-off

Approver X
Sign-off

Approve
and Release

Approval
Complete

Real Business Problems







Synchronization with Siebel CRM upon ECO Approval using Oracle SOA
ECO Implementation Decision Based on Planning Quantities
Project Portfolio Management Cost and profitability analysis
Link to Demand Chaining Demand Cannibalization
Product Quality and ERP Quality Approach

2011 Rapidflow Apps Inc. All Rights Reserved

Rapidflow Apps Agile PLM to Siebel Integration


Synchronization with Siebel CRM upon ECO Approval using Oracle SOA
PLM

SOA

Siebel CRM
OnDemand

Item Creation
Item Updates

Services

Attribute Updates

Success Update
Failure Alarm

Services

2011 Rapidflow Apps Inc. All Rights Reserved

Successful
Item/Attribute
Update

Success/Failure
Feedback

PLM - Practice to Process

PLM can facilitate transforming Practices into Processes

Practices

Processes

2011 Rapidflow Apps Inc. All Rights Reserved

Q&A

About the Presenter


Mahender Bist from Rapidflow Apps Inc. Mahender Bist has over 20 years of industry experience in
Operations Management and Information Technology consulting. He is a strong advocate of Master
Data Management and Product Lifecycle Management (PLM) has been part of many complex and
challenging assignments.
About the Company
Rapidflow Apps was founded with the sole objective of providing high quality, innovative and practical
solutions to the real world business problems of our clients in the areas of Supply Chain Planning,
Product Lifecycle Management, Master Data Management and Business Intelligence. Visit our website
for more details- www.rapidflowapps.com
If you have any feedback, please write to us at feedback@rapidflowapps.com
For services, please contact us at info@rapidflowapps.com
21
2011 Rapidflow Apps Inc. All Rights Reserved

Disclaimer

The information contained in this presentation is for information


purpose only and is based on the Rapidflow Apps experience and
publicly available material from Oracle Corporation on the subject.
The presenter is not responsible for the claims made about the
product benefits by the product vendor.

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