Progress your PLM: Stop Using Excel for Issue Management

Stop Using Excel for Issue Management
March 16, 2016
Progress Your PLM
Innovate. Validate. Refine.

adaptivecorp.com | sales@adaptivecorp.net | (440) 257-74602
Adaptive Corporation Host
Rich Tenaglia has held key sales and
management positions in several business
sectors including Industrial Goods, PC
Hardware and Software Solutions. His
particular areas of focus for the last sixteen
years have been solution sales of 3D CAD and
PDM/PLM solutions.

Our Presenter
Jonathan Scott is a PLM evangelist and
solution architect. His experience includes
project management and technical consulting
on multiple PLM and CAD platforms including
Dassault, Autodesk, PTC, and Aras. Jonathan
regularly engages with clients and speaks at
industry events.

7 Improvements
• Share files & content
• Update stakeholders
• Stay up-to-date
• Automate & standardize input
• Leverage lessons learned
• Central, single source of truth
• Maintain control & data integrity

PLM
5

Progress Your PLM
• Everyone does PLM

Progress Your PLM
Manage the lifecycle of a product…
…which includes…
…managing information about the produ

Progress Your PLM
• Most people have PLM tools (software)

Progress Your PLM

Progress Your PLM
• Not everyone has a PLM system

Progress Your PLM

Progress Your PLM
• No one needs a “full” PLM system

Progress Your PLM
13

You Say Potato, I Say Potato

What Makes an Issue?
15
Ad hoc

16
Resolution

17
Variability

18
Dynamic
Ownership

19
Dynamic
Ownership
Variability
ResolutionAd hoc

State-of-the-Art Issue Management
• Paper list
– Better than using your memory
• Paper meeting minutes
– Collects lists from multiple people
– Records assignments
• Electronic list
– Dynamic
• Spreadsheet
– Track more data in columns
– Sorting, filtering
• Homegrown database?

• Paper list
• Electronic list
– Dynamic
• Spreadsheet

What is your Preferred Tool for Managing Issues?
• Paper lists
• Text file or Word document
• Spreadsheet / Excel files
• PLM system
• Custom application / database

Excel Leaves Us Wanting More
• Confidence that we’re up-to-date

• Finding the right information in the right column

• Seeing what matters to US

• Seeing what matters to US
• Haven’t we run into this before?

Other Challenges
• Formats required by partners/customers/managers
• Related information is somewhere in email…but where?
• Missing an assignment
• Turning data into information
• Accidental (and intentional) overwriting of comments

Solutions for Managing Issues
Problem ――――――
――→
Solution

――→
Solution
Being out-of-date ――――――
――→
online, data-driven versus file-
based

――→
Solution
――→
based
Disconnected information ――――――
――→
links to PLM content & routings

――→
Solution
――→
based
――→
Updating many
stakeholders
――――――
――→
reporting and export to Excel

――→
Solution
――→
based
――→
Updating many
stakeholders
――――――
――→
Accessing lessons learned ――――――
――→
single system with search

――→
Solution
――→
based
――→
Updating many
stakeholders
――――――
――→
――→
Poorly organized data ――――――
――→
input automation & standardization

――→
Solution
――→
based
――→
Updating many
stakeholders
――――――
――→
――→
――→
Cross-project visibility ――――――
――→
no artificial “file” boundaries

Issue List Evolution

Mfg = 4
Eng = 6
SCh = 8

0
2
4
6
8
10
12
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16
Issues by Week
Opened Closed

Adaptive Corporation: Specialized PLM Solutions
Validate
Refine
Innovate
• Virtual Product Design
• Enterprise Collaboration
• Simulation
• Digital Manufacturing
• Quality and Metrology
• Product Data Intelligence

Demonstration

What Did You See?
• Dynamic, digital management of issues
• One location for ALL issues (single source of truth)
• Issues lists sliced, diced & formatted YOUR way
• Automation of data entry and validation of input
• Fully-connected and data-driven issue management

Which Demo Element Did You Like Best?
• Slicing & dicing of issues
• Automation / standardization of input
• Real-time nature of the data
• Connecting issues to other data

Right-Sizing the Solution
Spreadsheet
Dynamic, digital management of issues 
One location for ALL issues
Issues sliced, diced & formatted YOUR way
Automation of data entry and validation of input
Fully-connected & data-driven issue
management

Spreadsheet
Online
Spreadsheet
Dynamic, digital management of issues  
One location for ALL issues ?
Issues sliced, diced & formatted YOUR way ?
Automation of data entry and validation of input
management

Spreadsheet
Online
Spreadsheet
Homegrown
Application
Dynamic, digital management of issues   
One location for ALL issues ? 
Issues sliced, diced & formatted YOUR way ? 
Automation of data entry and validation of input ?
management

Spreadsheet
Online
Spreadsheet
Homegrown
Application
PLMSystem
Dynamic, digital management of issues    
One location for ALL issues ?  
Issues sliced, diced & formatted YOUR way ?  
Automation of data entry and validation of input ? 
management


Adaptive Corporation: Specialized PLM Solutions
Validate
Refine
Innovate
• Virtual Product Design
• Enterprise Collaboration
• Simulation
• Digital Manufacturing
• Quality and Metrology
• Product Data Intelligence

Thank You
Download Here:
http://www.adaptivecorp.com/download-
your-free-white-paper-on-reducing-non-
value-added-work-in-engineering/

Progress your PLM: Stop Using Excel for Issue Management

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Editor's Notes