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Standardization in the Context of
PLM and ERP Processes

Opportunities and Experiences
                                                              Udo Buschbeck
                                                        Director PLM Consulting
                                                       udo.buschbeck@tesis.de



                                                     TESIS PLMware GmbH
                                          Baierbrunner Str. 15  D-81379 Munich
                                Tel: +49 89 74 73 77-0  Fax: +49 89 74 73 77-99
                                                         www.tesis.de/plmware
Standardization in the Context of PLM and ERP Processes
                   TESIS PLMware – Overview


      Focus:
      Optimization & integration of product development and business processes

      Founded in 1988
               Based in Munich (D) and Chicago (USA)
               > 30 employees, member of the TESIS group ( >160 employees)
               ~ 200 customers worldwide

      Siemens PLM Software Partner since 1992
               Software development
               Consulting and implementation
               Reseller for Teamcenter and NX

      SAP Software Solution Partner since 1997


      Complete PLM turnkey solution package
      Consulting, Integration, Software, Implementation
All brand names, trademarks and registered trademarks are the property of their holders • © TESIS PLMware GmbH   Augsburg, Feb. 8, 2011   2
Standardization in the Context of PLM and ERP Processes
                   TESIS PLMware – Solution Portfolio


                           Turnkey PLM solutions                                                                 Approach

   Teamcenter / CAD                                       Customer specific
                                                            modifications   • Efficient – Solutions based on standard
    Implementation
                                                                                                  software to support end-to-end business
                                                                                                  processes
  Migration                                                                 PLM
                                                                                               • Flexible – Implementation tailored to the
  Services                                                                process                specific customer requirements
                                                                          wizards
                                                                                               • Customer focused – Specially developed
                                                                                                 solutions for the manufacturing industry
                                                                                               • Innovative – Continuous improvements in
                                                                                                 software & processes
     PLM
                                                                                               • Comprehensive – Expert support from a
   Process                                                   Teamcenter                          single source
  Consulting                                                Gateway for SAP
                                                                                               • Future proof – >20 years of experience,
   PLM System                                      Integrated PLM                                use of proven Siemens PLM Software
    Consulting                                       Landscapes                                  standard products, satisfied customers


    Offerings with products and solutions from TESIS PLMware and SIEMENS PLM Software


All brand names, trademarks and registered trademarks are the property of their holders • © TESIS PLMware GmbH   Augsburg, Feb. 8, 2011      3
Standardization in the Context of PLM and ERP Processes
                   Agenda


 Standard and purchase parts in the PLM / ERP

 Tools involved

 Sample process

          Typical use cases
          Customer examples
          Potentials and benefits

 Project approach

 Summary



All brand names, trademarks and registered trademarks are the property of their holders • © TESIS PLMware GmbH   Augsburg, Feb. 8, 2011   4
Standardization in the Context of PLM and ERP Processes
                   Motivation

Historic context

 PDM environments usually driven by mechanic development; evolution in
  parallel with the (3D) MCAD world

 Specific tools for standard and purchase parts

 Only limited cross-domain information exchange

 PLM processes rarely supported by IT tools  no seamless processes
  across systems




All brand names, trademarks and registered trademarks are the property of their holders • © TESIS PLMware GmbH   Augsburg, Feb. 8, 2011   5
Standardization in the Context of PLM and ERP Processes
                   Motivation

Situation today
 (Customer) PLM / PDM environments have evolved
          Increased benefits
          Seamless processes can be realized with the help of IT tools

 Increasingly complex requirements for product development
          Product variants / individual customer requirements
          Cost pressure
          Developing time / multifunctional development teams
          Service
          Globalization



All brand names, trademarks and registered trademarks are the property of their holders • © TESIS PLMware GmbH   Augsburg, Feb. 8, 2011   6
Standardization in the Context of PLM and ERP Processes
                   Motivation

Situation today
 (Customer) PLM / PDM environments have evolved
            Increased benefits
         Optimizing the standard and purchase
            Seamless processes can be realized with the help of IT tools


                      part processproduct development
     Increasingly complex requirements for
                                           as a way
             to ensure competitive advantage
            Product variants / individual customer requirements
            Cost pressure
            Developing time / multifunctional development teams
            Service
            Globalization



All brand names, trademarks and registered trademarks are the property of their holders • © TESIS PLMware GmbH   Augsburg, Feb. 8, 2011   7
Standardization in the Context of PLM and ERP Processes
                   Essential Requirements



                                                             Simple Enterprise
                                                                                                                    CAD Information
           Part Numbers                                   Integration and release
                                                                                                                   Size, material, weight
                                                                  Process



    Supplier Information                                                                                            ERP Information
                                                                 PLM Information
   Specification, effectivity                                                                                         In-stock, price,
                                                                 Project data, export
 dates, usability status, terms                                                                                  manufacturing information,
                                                                 regulations, status
          of delivery                                                                                                   alternatives



                                                                       Integration                               Search / Comparison
                                                             Providing of required
          Prefered items                                                                                         Attribute search, geometric
                                                          functions based on identical
                                                                                                                            search
                                                                      data



All brand names, trademarks and registered trademarks are the property of their holders • © TESIS PLMware GmbH      Augsburg, Feb. 8, 2011     8
Standardization in the Context of PLM and ERP Processes
                   Tools Involved
                                                                                                             • Innovation processes
                                                                                                             • Parts management
                                                                                                             • Product lifecycle
                                                                                                             • Release processes &
                                                                Teamcenter                                     change management
                                                                      Siemens                                • Visualization
•   Logistics
•   Manufacturing planning
•   Finance & accounting
•   Quality management                                                                                               •   Electronic catalogues
•   HR                                                                                                               •   Manufacturer information
•   Order management                                                                                                 •   Searches
                                                                                                                     •   Parts classification
                                                                                                                     •   CAD integration



                                     SAP ERP                                              PARTsolutions
                                         SAP AG                                                  CADENAS




All brand names, trademarks and registered trademarks are the property of their holders • © TESIS PLMware GmbH       Augsburg, Feb. 8, 2011     9
Standardization in the Context of PLM and ERP Processes
                   Tools Involved




                                                                Teamcenter
                                                                      Siemens



 Teamcenter Gateway for SAP (T4S)                                                                                      UPS / IPS
                  TESIS PLMware                                                                                  TESIS PLMware, CADENAS




                                     SAP ERP                                              PARTsolutions
                                         SAP AG                                                  CADENAS




All brand names, trademarks and registered trademarks are the property of their holders • © TESIS PLMware GmbH         Augsburg, Feb. 8, 2011   10
Standardization in the Context of PLM and ERP Processes
                   Sample Processes – Parts Usage
   PARTsolutions
    CAD Client




                          Search                             Show results                            Select part(s)                      Use part
   Teamcenter




                          Part(s)
                         available?
      T4S




                                                                                                   Show data from
                         YES                              Show meta data
                                                                                                       Vault
      SAP ERP




All brand names, trademarks and registered trademarks are the property of their holders • © TESIS PLMware GmbH        Augsburg, Feb. 8, 2011        11
Standardization in the Context of PLM and ERP Processes
                   Sample Processes – Concept Parts
   PARTsolutions
    CAD Client




                      Generate                    Mapping of
                                                                                                                 Use part
                      geometry                    meta data




                                                                                                                                                     Compare
                                                 Item number                    Store data
   Teamcenter




                                                                                                                                                     attributes
      T4S




                                                                                                                       NO
                                                                            Release process                       OK                  User info

                                                                                                           YES
      SAP ERP




                                                  Create MM                                            MM maintenance




All brand names, trademarks and registered trademarks are the property of their holders • © TESIS PLMware GmbH              Augsburg, Feb. 8, 2011                12
Standardization in the Context of PLM and ERP Processes
                   Sample Processes – Locking (ERP)
   PARTsolutions
    CAD Client
   Teamcenter




                                                                                                      Lock status
      T4S




                                                           Lock workflow
                                                                                                        change
      SAP ERP




                       Change MM
                         status




All brand names, trademarks and registered trademarks are the property of their holders • © TESIS PLMware GmbH      Augsburg, Feb. 8, 2011   13
Standardization in the Context of PLM and ERP Processes
                   Sample Processes – Locking (PLM)
   PARTsolutions
    CAD Client
   Teamcenter




                                                                    Lock status
      T4S




                         Lock workflow
                                                                      change
      SAP ERP




                                                                                                         MM status
                                                                                                          change




All brand names, trademarks and registered trademarks are the property of their holders • © TESIS PLMware GmbH       Augsburg, Feb. 8, 2011   14
Standardization in the Context of PLM and ERP Processes
                   Customer Examples – Concept Parts (A)
   PARTsolutions
    CAD Client




                                                       Generate                      Mapping of meta
                         Search                                                                                           Use part
                                                       geometry                           data
   Teamcenter




                   Reserve number
      T4S




                                                                                                          Store data                            Release
                     in SAP ERP
      SAP ERP




                   Material number                                                                                                       MM, BoM, DIR
                      reserved




All brand names, trademarks and registered trademarks are the property of their holders • © TESIS PLMware GmbH         Augsburg, Feb. 8, 2011             15
Standardization in the Context of PLM and ERP Processes
                   Customer Examples – Concept Parts (B)
   PARTsolutions
    CAD Client




                                                           Generate                   Mapping of meta
                             Search                                                                                          Use part
                                                           Geometry                        data
   Teamcenter
      T4S




                                                                                                            Store data                            Release
      SAP ERP




                      MM maintenance                                                                                                        MM, BoM, DIR




All brand names, trademarks and registered trademarks are the property of their holders • © TESIS PLMware GmbH           Augsburg, Feb. 8, 2011             16
Standardization in the Context of PLM and ERP Processes
                   Customer Examples – Concept Parts (C)
   PARTsolutions
    CAD Client




                      Generate                 Mapping of meta
                                                                                                     Use parts             Change number
                      geometry                      data




                                                 Item number                      Store data
   Teamcenter




                                                                                                                           Change number
      T4S




                                                                              Release process
      SAP ERP




                                                                                  Create MM




All brand names, trademarks and registered trademarks are the property of their holders • © TESIS PLMware GmbH   Augsburg, Feb. 8, 2011    17
Standardization in the Context of PLM and ERP Processes
                   Potentials and Benefits

 Electronic catalogues can be used as a virtual encyclopedia in the entire PLM process,
  containing all parts-specific as well as essential company specific information
  (currently > 90 million parts)
 Up-to-date supplier information at all times
 Support of the standardization process
          Easy searches (re-use of parts, use of purchase parts)
          Standardized naming
          Relevant information is available across all systems
 Optimum support of the concept parts process
 Synchronization of PLM, ERP and catalogue information ensures that the „right“ parts
  are used
 Consistent quality of Master Data
 Lay the basics for a seamless BOM process (use the correct item number right from
  the beginning)
 Standardized release processes for all parts and document to ensure high product quality
 Reliable distribution of process results into the different company departments


All brand names, trademarks and registered trademarks are the property of their holders • © TESIS PLMware GmbH   Augsburg, Feb. 8, 2011   18
Standardization in the Context of PLM and ERP Processes
                   Project Approach

     Identifying relevant processes




              analyse                     identify & specify          design                   answer requirements
              business process            use cases                   requirements             with features & functions




    Modeling of the functional data model                                                                                  describe future processes
                                                                                                                            in the new environment

               Business objects (articles, documents, relations)
    Integration into the existing Teamcenter, SAP ERP, PARTsolutions landscape
               Technical data model
               Release and change processes



All brand names, trademarks and registered trademarks are the property of their holders • © TESIS PLMware GmbH             Augsburg, Feb. 8, 2011       19
Standardization in the Context of PLM and ERP Processes
                   Summary / Outlook


 In many cases, existing tools & technologies can be used and adapted / configurated
  to realize new potentials for efficient business process support.
 The integration of the different tools can also be seen as a chance. ─ Now it‘s the
  time to select the right tools for the respective use cases.
 Process automation enables each user to provide and find all relevant information at the
  right time, whenever he needs it. Process integration allows for optimized business
  processes.
 Integration projects are best designed by interdisciplinary project teams, including at
  least one representative of every department. A clear vision for efficient company
  processes is a must.
 Only processes that are filled with life can deliver the results they are supposed to
  deliver. Don‘t forget employee training.
 Partnership CADENAS ─ TESIS PLMware ─ Siemens offers new perspectives for
  better process integration and for optimum use of the strengths of the individual solutions.




All brand names, trademarks and registered trademarks are the property of their holders • © TESIS PLMware GmbH   Augsburg, Feb. 8, 2011   20
Standardization in the Context of PLM and ERP Processes
                   The Key to Success




                                                                          People


                                             Processes
                                                                                                    Tools




All brand names, trademarks and registered trademarks are the property of their holders • © TESIS PLMware GmbH   Augsburg, Feb. 8, 2011   21
Thank you.


                                           Udo Buschbeck
                                     Director PLM Consulting
                                    udo.buschbeck@tesis.de



                                  TESIS PLMware GmbH
                       Baierbrunner Str. 15  D-81379 Munich
             Tel: +49 89 74 73 77-0  Fax: +49 89 74 73 77-99
                                      www.tesis.de/plmware

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Industry-forum 2011 PARTsolutions TESIS

  • 1. Standardization in the Context of PLM and ERP Processes Opportunities and Experiences Udo Buschbeck Director PLM Consulting udo.buschbeck@tesis.de TESIS PLMware GmbH Baierbrunner Str. 15  D-81379 Munich Tel: +49 89 74 73 77-0  Fax: +49 89 74 73 77-99 www.tesis.de/plmware
  • 2. Standardization in the Context of PLM and ERP Processes TESIS PLMware – Overview Focus: Optimization & integration of product development and business processes Founded in 1988  Based in Munich (D) and Chicago (USA)  > 30 employees, member of the TESIS group ( >160 employees)  ~ 200 customers worldwide Siemens PLM Software Partner since 1992  Software development  Consulting and implementation  Reseller for Teamcenter and NX SAP Software Solution Partner since 1997 Complete PLM turnkey solution package Consulting, Integration, Software, Implementation All brand names, trademarks and registered trademarks are the property of their holders • © TESIS PLMware GmbH Augsburg, Feb. 8, 2011 2
  • 3. Standardization in the Context of PLM and ERP Processes TESIS PLMware – Solution Portfolio Turnkey PLM solutions Approach Teamcenter / CAD Customer specific modifications • Efficient – Solutions based on standard Implementation software to support end-to-end business processes Migration PLM • Flexible – Implementation tailored to the Services process specific customer requirements wizards • Customer focused – Specially developed solutions for the manufacturing industry • Innovative – Continuous improvements in software & processes PLM • Comprehensive – Expert support from a Process Teamcenter single source Consulting Gateway for SAP • Future proof – >20 years of experience, PLM System Integrated PLM use of proven Siemens PLM Software Consulting Landscapes standard products, satisfied customers Offerings with products and solutions from TESIS PLMware and SIEMENS PLM Software All brand names, trademarks and registered trademarks are the property of their holders • © TESIS PLMware GmbH Augsburg, Feb. 8, 2011 3
  • 4. Standardization in the Context of PLM and ERP Processes Agenda  Standard and purchase parts in the PLM / ERP  Tools involved  Sample process  Typical use cases  Customer examples  Potentials and benefits  Project approach  Summary All brand names, trademarks and registered trademarks are the property of their holders • © TESIS PLMware GmbH Augsburg, Feb. 8, 2011 4
  • 5. Standardization in the Context of PLM and ERP Processes Motivation Historic context  PDM environments usually driven by mechanic development; evolution in parallel with the (3D) MCAD world  Specific tools for standard and purchase parts  Only limited cross-domain information exchange  PLM processes rarely supported by IT tools  no seamless processes across systems All brand names, trademarks and registered trademarks are the property of their holders • © TESIS PLMware GmbH Augsburg, Feb. 8, 2011 5
  • 6. Standardization in the Context of PLM and ERP Processes Motivation Situation today  (Customer) PLM / PDM environments have evolved  Increased benefits  Seamless processes can be realized with the help of IT tools  Increasingly complex requirements for product development  Product variants / individual customer requirements  Cost pressure  Developing time / multifunctional development teams  Service  Globalization All brand names, trademarks and registered trademarks are the property of their holders • © TESIS PLMware GmbH Augsburg, Feb. 8, 2011 6
  • 7. Standardization in the Context of PLM and ERP Processes Motivation Situation today  (Customer) PLM / PDM environments have evolved  Increased benefits Optimizing the standard and purchase  Seamless processes can be realized with the help of IT tools  part processproduct development Increasingly complex requirements for as a way to ensure competitive advantage  Product variants / individual customer requirements  Cost pressure  Developing time / multifunctional development teams  Service  Globalization All brand names, trademarks and registered trademarks are the property of their holders • © TESIS PLMware GmbH Augsburg, Feb. 8, 2011 7
  • 8. Standardization in the Context of PLM and ERP Processes Essential Requirements Simple Enterprise CAD Information Part Numbers Integration and release Size, material, weight Process Supplier Information ERP Information PLM Information Specification, effectivity In-stock, price, Project data, export dates, usability status, terms manufacturing information, regulations, status of delivery alternatives Integration Search / Comparison Providing of required Prefered items Attribute search, geometric functions based on identical search data All brand names, trademarks and registered trademarks are the property of their holders • © TESIS PLMware GmbH Augsburg, Feb. 8, 2011 8
  • 9. Standardization in the Context of PLM and ERP Processes Tools Involved • Innovation processes • Parts management • Product lifecycle • Release processes & Teamcenter change management Siemens • Visualization • Logistics • Manufacturing planning • Finance & accounting • Quality management • Electronic catalogues • HR • Manufacturer information • Order management • Searches • Parts classification • CAD integration SAP ERP PARTsolutions SAP AG CADENAS All brand names, trademarks and registered trademarks are the property of their holders • © TESIS PLMware GmbH Augsburg, Feb. 8, 2011 9
  • 10. Standardization in the Context of PLM and ERP Processes Tools Involved Teamcenter Siemens Teamcenter Gateway for SAP (T4S) UPS / IPS TESIS PLMware TESIS PLMware, CADENAS SAP ERP PARTsolutions SAP AG CADENAS All brand names, trademarks and registered trademarks are the property of their holders • © TESIS PLMware GmbH Augsburg, Feb. 8, 2011 10
  • 11. Standardization in the Context of PLM and ERP Processes Sample Processes – Parts Usage PARTsolutions CAD Client Search Show results Select part(s) Use part Teamcenter Part(s) available? T4S Show data from YES Show meta data Vault SAP ERP All brand names, trademarks and registered trademarks are the property of their holders • © TESIS PLMware GmbH Augsburg, Feb. 8, 2011 11
  • 12. Standardization in the Context of PLM and ERP Processes Sample Processes – Concept Parts PARTsolutions CAD Client Generate Mapping of Use part geometry meta data Compare Item number Store data Teamcenter attributes T4S NO Release process OK User info YES SAP ERP Create MM MM maintenance All brand names, trademarks and registered trademarks are the property of their holders • © TESIS PLMware GmbH Augsburg, Feb. 8, 2011 12
  • 13. Standardization in the Context of PLM and ERP Processes Sample Processes – Locking (ERP) PARTsolutions CAD Client Teamcenter Lock status T4S Lock workflow change SAP ERP Change MM status All brand names, trademarks and registered trademarks are the property of their holders • © TESIS PLMware GmbH Augsburg, Feb. 8, 2011 13
  • 14. Standardization in the Context of PLM and ERP Processes Sample Processes – Locking (PLM) PARTsolutions CAD Client Teamcenter Lock status T4S Lock workflow change SAP ERP MM status change All brand names, trademarks and registered trademarks are the property of their holders • © TESIS PLMware GmbH Augsburg, Feb. 8, 2011 14
  • 15. Standardization in the Context of PLM and ERP Processes Customer Examples – Concept Parts (A) PARTsolutions CAD Client Generate Mapping of meta Search Use part geometry data Teamcenter Reserve number T4S Store data Release in SAP ERP SAP ERP Material number MM, BoM, DIR reserved All brand names, trademarks and registered trademarks are the property of their holders • © TESIS PLMware GmbH Augsburg, Feb. 8, 2011 15
  • 16. Standardization in the Context of PLM and ERP Processes Customer Examples – Concept Parts (B) PARTsolutions CAD Client Generate Mapping of meta Search Use part Geometry data Teamcenter T4S Store data Release SAP ERP MM maintenance MM, BoM, DIR All brand names, trademarks and registered trademarks are the property of their holders • © TESIS PLMware GmbH Augsburg, Feb. 8, 2011 16
  • 17. Standardization in the Context of PLM and ERP Processes Customer Examples – Concept Parts (C) PARTsolutions CAD Client Generate Mapping of meta Use parts Change number geometry data Item number Store data Teamcenter Change number T4S Release process SAP ERP Create MM All brand names, trademarks and registered trademarks are the property of their holders • © TESIS PLMware GmbH Augsburg, Feb. 8, 2011 17
  • 18. Standardization in the Context of PLM and ERP Processes Potentials and Benefits  Electronic catalogues can be used as a virtual encyclopedia in the entire PLM process, containing all parts-specific as well as essential company specific information (currently > 90 million parts)  Up-to-date supplier information at all times  Support of the standardization process  Easy searches (re-use of parts, use of purchase parts)  Standardized naming  Relevant information is available across all systems  Optimum support of the concept parts process  Synchronization of PLM, ERP and catalogue information ensures that the „right“ parts are used  Consistent quality of Master Data  Lay the basics for a seamless BOM process (use the correct item number right from the beginning)  Standardized release processes for all parts and document to ensure high product quality  Reliable distribution of process results into the different company departments All brand names, trademarks and registered trademarks are the property of their holders • © TESIS PLMware GmbH Augsburg, Feb. 8, 2011 18
  • 19. Standardization in the Context of PLM and ERP Processes Project Approach  Identifying relevant processes analyse identify & specify design answer requirements business process use cases requirements with features & functions  Modeling of the functional data model describe future processes in the new environment  Business objects (articles, documents, relations)  Integration into the existing Teamcenter, SAP ERP, PARTsolutions landscape  Technical data model  Release and change processes All brand names, trademarks and registered trademarks are the property of their holders • © TESIS PLMware GmbH Augsburg, Feb. 8, 2011 19
  • 20. Standardization in the Context of PLM and ERP Processes Summary / Outlook  In many cases, existing tools & technologies can be used and adapted / configurated to realize new potentials for efficient business process support.  The integration of the different tools can also be seen as a chance. ─ Now it‘s the time to select the right tools for the respective use cases.  Process automation enables each user to provide and find all relevant information at the right time, whenever he needs it. Process integration allows for optimized business processes.  Integration projects are best designed by interdisciplinary project teams, including at least one representative of every department. A clear vision for efficient company processes is a must.  Only processes that are filled with life can deliver the results they are supposed to deliver. Don‘t forget employee training.  Partnership CADENAS ─ TESIS PLMware ─ Siemens offers new perspectives for better process integration and for optimum use of the strengths of the individual solutions. All brand names, trademarks and registered trademarks are the property of their holders • © TESIS PLMware GmbH Augsburg, Feb. 8, 2011 20
  • 21. Standardization in the Context of PLM and ERP Processes The Key to Success People Processes Tools All brand names, trademarks and registered trademarks are the property of their holders • © TESIS PLMware GmbH Augsburg, Feb. 8, 2011 21
  • 22. Thank you. Udo Buschbeck Director PLM Consulting udo.buschbeck@tesis.de TESIS PLMware GmbH Baierbrunner Str. 15  D-81379 Munich Tel: +49 89 74 73 77-0  Fax: +49 89 74 73 77-99 www.tesis.de/plmware