Why Document Management Isn't Enough and Why PLM is Required using Aras by Razorleaf

1. ACE 2011 International
Why Document Management
Why Document Management
Isn’t Enough
g
Eric Smith, Razorleaf
www.Razorleaf.com
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2. Agenda
History Lesson
Defining BOM Management
fi i
Why Change?
How BOM Management Works
Organizational Impact
O i ti lI t
Example
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3. aras.com

4. Learning from Abiogenesis
The simple model
‘life spontaneously develops out of nothing’
There was evidence
But there were contradictions
Louis Pasteur
The complex model
Microbiology
• …which yielded germ theory and vaccinations
Sometimes the complex answer is better
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5. aras.com

6. PLM and Abiogenesis
Document Mgmt is like abiogenesis
Simple/basic model
Easily understood
Well accepted
BOM Mgmt is like microbiology and germ theory
Complex
l
Better model of reality
Sometimes the complex answer is better
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7. Part Management
Part Management Document Management
Document Management
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8. Part Management
Part Management Document Management
Document Management
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9. BOM Management
BOM Management Document Management
Document Management
+
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10. Why Change?
Drawing Revision is insufficient:
Describing status and maturity with revisions is hard
Describing status and maturity with revisions is hard
ev
XA.1
XA 1 XA.2
XA 2 XE.1
XE 1 XE.2
XE 2
De
Proto
XA XB XC XE XF
od
C D F
Pro
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11. Why Change?
Drawing Revision is insufficient:
Describing status and maturity
Describing status and maturity
Change stacking
A B C D
DCN A1 DCN B1 DCN C1 DCN D1
DCN A2 DCN C2 DCN D2
DCN A3
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12. Why Change?
Drawing Revision is insufficient:
Describing status and maturity
Describing status and maturity
Change stacking
N parts on 1 drawing
N parts on 1 drawing
444 A 999 A 444 B 999 A
35353 A 35353 B
?
SUPPLIER
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13. Why Change?
CAD is a barrier to collaboration
CAD = Top Secret protection?
CAD = Top Secret protection?
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14. Why Change?
CAD is a barrier to collaboration
CAD = Top Secret protection?
CAD = Top Secret protection?
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15. Why Change?
CAD is a barrier to collaboration
CAD = Top Secret protection?
CAD = Top Secret protection?
What do people use to collaborate instead?
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16. Why Change?
Added flexibility
“Model” products quickly
Model products quickly
Avoid non‐value‐add during change
• Mass note updates
p
• Full ECx approvals for clerical fixes
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17. How Does It Work?
Separate Parts from Documents
Parts get their own identifiers (PN and Rev)
1001 Rev 1.01
1001-01 Rev A
9990 Rev 1
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18. How Does It Work?
Separate Parts from Documents
Parts get their own identifiers (PN and Rev)
Parts get their own maturity
1001 Rev 1.01
Released
R l d
1001-01 Rev A
Prototype
9990 Rev 1
In Process
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19. How Does It Work?
Separate Parts from Documents
Parts get their own identifiers (PN and Rev)
Parts get their own maturity
Parts and Documents get Rev specific links
1001 Rev 1.01
1001-01 Rev A Released
Prototype 9990 Rev 1
In Process
1001 R 5
Rev
1001-01 Rev D Released
Production 9990 Rev 3
Released
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20. How Does It Work?
Part maturity models reality, relates to Document
maturity
Part states:
• Development = in development, not ready to be made
• Prototype = you can make one but design isn’t vetted
Prototype = you can make one, but design isn t vetted
• Approved = design finalized
• Production = ready to be made in volume
• Superseded = only for legacy product support
• Inactive = not to be made
evelopment
Superseded
Prototype
Approved
Production
Inactive
S
De
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21. How Does It Work?
Part maturity models reality, relates to Document
maturity
Part states: Development, Prototype, Approved,
Production, Superseded, Inactive, etc.
Related Document maturity rules:
• Can’t promote to Approved until Documents are all Released
• Can’t change linked Docs after Part reaches Approved state
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22. How Does It Work?
Part maturity models reality, relates to Document
maturity
Part states: Development, Prototype, Approved,
Production, Superseded, Inactive, etc.
Related Document maturity rules
Part maturity rules, too:
• Minimum child state (Approved Parts can’t have Temporary
children)
• Production Parts must have Production children
Production Parts must have Production children
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23. How Does It Work?
Engineering Change operates on Parts, Documents,
or Both
or Both
Simple design change
• Rev Document, Rev Part
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24. How Does It Work?
Engineering Change operates on Parts, Documents,
or Both
or Both
Simple design change
• Rev Document, Rev Part
Broad design improvement
• Rev Document, Mass Change Parts
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25. How Does It Work?
Engineering Change operates on Parts, Documents,
or Both
or Both
Simple design change
• Rev Document, Rev Part
Broad design improvement
• Rev Document, Mass change Parts
Upgrade design using other existing designs
• Rev Parts Only
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26. How Does It Work?
Engineering Change operates on Parts, Documents,
or Both
or Both
Simple design change
• Rev Document, Rev Part
Broad design improvement
• Rev Document, Mass Change Parts
Upgrade design using other existing designs
• Rev Parts Only
Fix non‐substantive error
Fi b i
• Rev Document, Adjust Part
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27. How Does It Work?
Engineering Change operates on Parts, Documents,
or Both
or Both
Non‐conformances, Deviations, and other processes
operate on Parts, Documents, or Both
operate on Parts, Documents, or Both
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28. Organizational Impact
People will hate this
“Too complicated”
Too complicated
“More work”
“Systems can’t handle it”
Systems can t handle it
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29. Organizational Impact
People will hate this
Reality?
The situation is complicated
People are already doing this work
People are already doing this work
Systems need to be updated to support business
p
processes
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30. Organizational Impact
People will hate this
Reality?
Bonus – roles become clearer
I never understood why a Buyer had to approve a spelling
fix
The Drafter owns the drawing, not the Engineering
The Drafter owns the drawing not the Engineering
Manager
Who owns the drawing, Manufacturing or Engineering?
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31. Organizational Impact
Communication improves
From: “Can you find me the drawing for ”
Can you find me the drawing for…
To: “I can find my own drawings now.”
From: “I wish I could have seen what you guys were
planning earlier in the process”
To: “Check the system to see my idea”
y y
From: “I don’t understand what happened on this ECO,
can you explain it to me?
can you explain it to me?”
To: “I see the affected and replacement Parts, and also
which Documents changed.”
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32. Organizational Impact
Product data now has a center‐of‐gravity
It never made sense to link everything to the Drawing
It never made sense to link everything to the Drawing
You can link everything to the Part:
• Drawings
g
• 3D models
• Material specs
• CNC code
• Tooling drawings & models
• Calculations & analysis
Calculations & analysis
• Assembly instructions
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33. Scenario Preview
Time
Parts
Documents
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34. Scenario
Engineer with a new
Engineer with a new
idea creates
a 3D model
Part created as
Temporary while the
concept is reviewed
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35. Scenario
Specifying drawing
Specifying drawing
created
Part set as “pending”
and given part number
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36. Scenario
Specifying drawing
Specifying drawing Inactive
I ti
approved
Active
Pending Part Released
A
promoted to state A
Pending
“released”
A
Temporary
Promote Demote
1 1 1 1 1
Inactivate Revise
1 3D Model
1 2D Drawing
1 Approved
1 Obsolete
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37. Scenario
Problems found during
Problems found during
tooling development
New revision needed
for Part
Part rev A made
“inactive”
inactive
Old drawing made
obsolete
New 3D and 2D
prepared
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38. Scenario
Specifying drawing
Specifying drawing Inactive
I ti
A A
reviewed and
Active
approved
A B
Released
Part rev B promoted A B
Pending
from “pending” to
“released” Temporary
A
Promote Demote
1 1 1 1 1 1 1 1 1
Inactivate Revise
2 2 2 2
1 3D Model
2D Drawing 3 3
1
1 Approved
1 Obsolete
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39. Scenario
Tooling completed
Tooling completed Inactive
I ti
A A A
B
Part rev B promoted Active
from “released” to Released
A B
“active” A B
Pending
Production begins A
Temporary
Promote Demote
1 1 1 1 1 1 1 1 1 1 1
Inactivate Revise
2 2 2 2 2 2
1 3D Model
2D Drawing 3 3 3
1
1 Approved
1 Obsolete
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40. Scenario
Part redesign initiated
Part redesign initiated Inactive
I ti
A A A A
for cost savings B B
Active
program
A B
Released
New revision needed A B C
Pending
(rev C)
A
Temporary
New 3D and 2D
New 3D and 2D Promote Demote
prepared Inactivate Revise
1 1 1 1 1 1 1 1 1 1 1 1 1
2 2 2 2 2 2 2 2
1 3D Model
2D Drawing 3 3 3 3
1
1 Approved 4 3
1 Obsolete 5
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41. Scenario
New 2D drawing
New 2D drawing Inactive
I ti
A A A A A
approved B B C
B
Active
Part rev C promoted Released
A B
from “pending” A B C
Pending
directly to “active”
A
Temporary
2 revisions of the Part
2 revisions of the Part Promote Demote
in production at one Inactivate Revise
1 1 1 1 1 1 1 1 1 1 1 1 1 1 1
2 2 2 2 2 2 2 2 2 2
time 1 3D Model
2D Drawing 3 3 3 3 3
1
1 Approved 4 3 4 3
1 Obsolete 5 5
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42. Scenario
Part rev B demoted to
Part rev B demoted to Inactive
I ti
A A A A A A
“released” after B B C
B C
Active
inventory depleted
A B B
Released
A B C
Pending
A
Temporary
Promote Demote
1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1
Inactivate Revise
2 2 2 2 2 2 2 2 2 2 2 2
1 3D Model
2D Drawing 3 3 3 3 3 3
1
1 Approved 4 3 4 3 4 3
1 Obsolete 5 5 5
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43. Scenario
A A A A A A A
Inactive
B B B C C
Active C
A B B B
Released
A B C
Pending
A
Temporary
Promote Demote
1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1
Inactivate Revise
2 2 2 2 2 2 2 2 2 2 2 2 2 2
1 3D Model
2D Drawing 3 3 3 3 3 3 3
1
1 Approved 4 3 4 3 4 3 4 3
1 Obsolete 5 5 5 5
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44. Thank You
Eric S ith
E i Smith
www.Razorleaf.com
Eric.Smith@Razorleaf.com
330.676.0022 x7135
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