1. Moving fromDocument Management toBOM Management 2009-05-08 Jonathan Scott Principal Consultant, Razorleaf

2. Agenda Document versus item Challenges of change Benefits of change Scenario Avoiding the bleeding edge ENOVIA SmarTeam Tools Where to start

3. Document Versus Item Drawings Traditional representations of physical items Drawing trees = product structure? Good framework for 2D drafting

4. Document Versus Item Drawings Traditional representations of physical items Drawing trees = product structure? Good framework for 2D drafting Items Concept introduced with databases and MRP/ERP Item = collection of data that describes a physical entity Item structure now independent from document structure

5. Document Versus Item Documentisthe product record vs. Documentis part ofthe product record

6. Making the Change When changing… from Document-centric to Item-centric What are the Challenges? What are the Benefits?

7. Challenges of the Change Keeping 2 (maybe 3+) revisions per physical part: Item revision Drawing revision 3D model revision

8. Challenges of the Change Keeping 2 (maybe 3+) revisions per physical part: Product structure duplication Structure is created during CAD design Time is wasted to re-enter it into MRP/ERP as items

9. Challenges of the Change Keeping 2 (maybe 3+) revisions per physical part: Product structure duplication Giving up control Creating/managing structure in 3D CAD means Engineering controls product structure Items could be viewed/manipulated by all groups

10. Challenges of the Change Keeping 2 (maybe 3+) revisions per physical part: Product structure duplication Giving up control Possible to create impossible designs Items don’t have geometry to check FFF

11. Challenges of Change Keeping 2 (maybe 3+) revisions per physical part: Product structure duplication Giving up control Possible to create impossible designs Doc. Cntrl. is easy, Configuration Mgmt. is hard CM has a bad name – it is perceived as complex Doc. Ctrl. has a bad name – it is perceived as mundane

12. Benefits of the Change Stop modeling EVERYTHING in CAD

13. Benefits of the Change Stop modeling EVERYTHING in CAD Don’t interrupt business processes to correct spelling errors on drawings and documents

14. Benefits of the Change Stop modeling EVERYTHING in CAD Don’t interrupt business processes to correct spelling errors on drawings and documents Stop worrying about revision/PN bubble-up in CAD

15. Benefits of the Change Stop modeling EVERYTHING in CAD Don’t interrupt business processes to correct spelling errors on drawings and documents Stop worrying about revision/PN bubble-up in CAD Communicate across disciplines (electrical/mechanical) early in the design process

16. Benefits of the Change Stop modeling EVERYTHING in CAD Don’t interrupt business processes to correct spelling errors on drawings and documents Stop worrying about revision/PN bubble-up in CAD Communicate across disciplines (electrical/mechanical) early in the design process Collaborate with partners without CAD interoperability worries

17. Benefits of the Change Quit “classifying” everything during the design phase

18. Benefits of the Change Quit “classifying” everything during the design phase Take down the fences between CAD, PDM, and ERP and let everyone share data

19. Benefits of the Change Quit “classifying” everything during the design phase Take down the fences between CAD, PDM, and ERP and let everyone share data Add BOM components that don’t have geometry – and feel good about it

20. Benefits of the Change Quit “classifying” everything during the design phase Take down the fences between CAD, PDM, and ERP and let everyone share data Add BOM components that don’t have geometry – and feel good about it Stop confusing a document’s status with an item’s maturity (and free yourself from a 20 person drawing release process)

21. Avoiding the Bleeding Edge Good Configuration Management is the heart of item-centricity

22. Avoiding the Bleeding Edge Good Configuration Management is the heart of item-centricity CM got a bad name in the Defense industry

23. Avoiding the Bleeding Edge Good Configuration Management is the heart of item-centricity CM got a bad name in the Defense industry Going from Documents to Items is a big change

24. Avoiding the Bleeding Edge Good Configuration Management is the heart of item-centricity CM got a bad name in the Defense industry Going from Documents to Items is a big change Culture change will always hurt

25. Avoiding the Bleeding Edge Good Configuration Management is the heart of item-centricity CM got a bad name in the Defense industry Going from Documents to Items is a big change Culture change will always hurt Follow the leaders: CMII EIA-649 MIL-STD-973A

26. Scenario Preview Time Items Documents

27. Scenario Engineer with a new idea creates a 3D model Item created as “temporary” while the concept is reviewed

28. Scenario Specifying drawing created Item set as “pending” and given part number

29. Scenario Specifying drawing approved Pending item promoted to state “released”

30. Scenario Problems found during tooling development New revision needed for item Item rev A made “inactive” Old drawing made obsolete New 3D and 2D prepared

31. Scenario Specifying drawing reviewed and approved Item rev B promoted from “pending” to “released”

32. Scenario Tooling completed Item rev B promoted from “released” to “active” Production begins

33. Scenario Item redesign initiated for cost savings program New revision needed (rev C) New 3D and 2D prepared

34. Scenario New 2D drawing approved Item rev C promoted from “pending” directly to “active” 2 revisions of the item in production at one time

35. Scenario Item rev B demoted to “released” after inventory depleted

36. Scenario

37. ENOVIA SmarTeam Tools BOM Compare Tools BOM Compare Tools CAD to Documents CAD Integrations Documents to Items BOM Copy Tools Items to Configured Products BOM Copy Tools

38. Where to Start What kind of CM does your company do today? What CM standards does your company follow? What changes would benefit your business?

39. Where to Start Would these changes benefit your business? Broader functional group involvement in design

40. Where to Start Would these changes benefit your business? Broader functional group involvement in design Supplier collaboration regardless of CAD platform

41. Where to Start Would these changes benefit your business? Broader functional group involvement in design Supplier collaboration regardless of CAD platform Reduced time-to-market through design parallelism

42. Where to Start Would these changes benefit your business? Broader functional group involvement in design Supplier collaboration regardless of CAD platform Reduced time-to-market through design parallelism Reduced time-to-market through simpler decision-making and approval processes

43. Where to Start Would these changes benefit your business? Broader functional group involvement in design Supplier collaboration regardless of CAD platform Reduced time-to-market through design parallelism Reduced time-to-market through simpler decision-making and approval processes Automated data sharing across the enterprise (CAD, PLM, ERP)

45. 330.676.0022 ext. 7133

46. Jonathan.Scott@Razorleaf.com

47. Razorleaf Corporation

48. http://www.razorleaf.com/NTCOERazorleaf is a professional services group that provides expertise for engineering and manufacturing organizations by optimizing business processes through the use of leading technologies.