ARAS - change management
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Transcript of ARAS - change management
aras.comCopyright © 2013 Aras. All Rights Reserved.
DOMOREA C E 2 0 1 3
aras.comCopyright © 2013 Aras. All Rights Reserved.
A C E 2 0 1 3
Change Management
Patrick Willemsen
aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 3
Presentation Outline
Change Scenarios and Options CMII Change Express ECO
Impact Matrix Workflow Technical Implementation
Custom Change Processes Customer Showcases from Spontech, Lear and Xerox
Q&A
Note: Since this is a tech session we will not talk about product change management concepts or implementation methodologies.
aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 4
Why Change Management? When managing revisions & versions of data and files you will need to
manage the change process between revisions.
Scenario 1 - for a single data item or file that has revisions,change management is usually very simple
Scenario 2 - data items or files that have revisions related to other data items & files that have revisions (revision structures),
you are into configuration management principles and change management can get very complex
Doc 1000 – Rev ADoc 1000 – Rev BDoc 1000 – Rev C
00000512
00000688
CAD Structure00000588
BOM Structure
aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 5
Change Management PhilosophyChange Scenarios
Scenario Process Type Aras Change Items
Manual Revision & Release Lifecycle only Lifecycle Items have states/status
Full Change Process• Request-to-Execution• Planning & analysis• Change implementation
CMIIorExpress Change Process
Either:CMII PR/ECR/ECNExpress ECO/DCOConduct impact analysis, planning and approvals and execute changes in Aras
Change Implementation Only• No request required• Planning & analysis prior to
initiation
Simple Change Process
Simple ECO/MCO: Only run basic approvals for change execution in Aras to implement changes
Highly Specialized Competitive Process
Custom Change Process
Your custom change objects Specific corporate competitive practices, as basic or sophisticated as you need
aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 6
Aras Change Process OptionsOut-of-the-Box Manual Revision and Release: By Permissions
The owner of the object has the security permissions to revise and release without a workflow
CMII Change Process: PR ECR ECN
Express Change Process: ECO with Impact Matrix & DCO
Simple Change Process: ECO & MCO
aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 7
Simply select your scenario
Change Process OptionsOut-of-the-Box
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Aras Innovator
CMII Change Process
aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 9
CMII Change ProcessSteps & Roles
Anyone can raisea Problem Report
PRPR
PRPR
PRPR
PR
Coordinates PRs and ECRs
ECR
ECR
Change specialist I
ECN
Coordinates ECNs
Change specialist II
Reviews & approves proposed changes
Change Review Board (CRB)
Validates & approvesimplementation of changes
Change Implementation Board (CIB)
aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 10
ECN audit
DCRs
Validation by users
Results
CMII Change ProcessClosed-Loop
PLM Vault for released information
Work copies
MustconformECRs
Enterprise change requests
By CRB
Application
By creator
ECNs
ECN
Change specialist I
Work authorization
Business decision
Change specialist III
Change specialist II
Document up-grade by creator
Implementation plan by creator
CIB
Cost estimates
75-85%Fast Track
15-25%
Release
Technical review by creator
aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 11
CMII Change ProcessChange Types
Change activity
BasicLow Risk
ComplexMedium Risk
ComplexHigh Risk
Change category
75 – 85%Fast Track
15 – 20%
0 – 5%
By Individuals
Businessdecision
CRB
By standing board of
management representatives
By special board including top
management
By Individuals
Plan and Implement
CIB
By standing board of functionalspecialists
aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 12
CMII Change ProcessChange Impact
Impact
Form, Fit, Function Do other items need to be changed?
Physical, Logical Are the physical and/or logical aspects of the system impacted?
Cost Will the cost of this item and/or other affected items change?
Time Will it delay or speed up other activities?
Stock How much is in stock? Use as is until depletion? Scrap? Rework?
Customers Do we need to inform customers?
Regulation Do we need to re-apply compliance certification?
Tooling Do we need to change our production tools? Cost? Savings?
Other Criteria Other important considerations for proposed changes
aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 13
CMII Change ProcessProblem Report (PR) Anyone can raise a problem report or issue
Simple workflow
Fast review process
Simple form
aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 14
CMII Change ProcessEnterprise Change Request (ECR) Capture change impact, criticality and timing
Process includesFast Track &CRB options
aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 15
CMII Change ProcessEnterprise Change Notice (ECN) ECN includes actual changes and effectivity
Affected items are revised or changed
Process includesCIB & Audit
aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 16
CMII Change ProcessWhen to use the CMII Process? If want to have CMII certified process
Need End-to-End Change Process Automation
Problem Report thru to Change Request & Implementation
Including Impact Analysis & Planning
Closed-loop Implementation Verification
Require Cross-functional Committee Sign-off
Change Review Board (CRB)
Change Implementation Board (CIB)
Particularly good for Highly Regulated Industries & Compliance Environments
aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 17
Aras Innovator
Express Change Process
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Express Change ProcessECO / DCO
Combines Request & Implementation into single process
ECO for Parts & BOMs
DCO for Documents & CAD
Includes Impact Analysis
“Impact Matrix” simplifies change action planning
Interactive where-used and impact analysis
Add / Modify / Delete directly from grid
Team Access Control
Quick, easy, secure way to add collaboration teams on-the-fly (suppliers, customers, people from other divisions, etc.)
SignOffs tab for fast Review & Approval
History and current workflow activities
aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 19
Express ECO
Impact Analysis, Action Definition, Workflow and Life Cycle create a reproducible process
Action
Workflow Task
Item Instantiation
Life Cycle State
aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 20
Express ECOMeta Description
Describe the change on a meta level Number Description Reason Roles Priority Effectivity Date
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Express ECOImpact Matrix
Main Purpose Interactive User Interface for Where-Used / Impact
Analysis Controls Parts and BOMs First preparations made for CAD and Documents (9.4.0)
Actions Defines actions to be exercised on an impacted item
aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 22
Express ECOImpact Matrix Actions
Type of actions based on item status Planned in the matrix, executed by the workflow
aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 23
Express ECOLife Cycle
Life cycle controls status and permission Life cycle drives change logic
New In Planning Plan Review In Work In Review Released
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Express ECOLife Cycle and Workflow
Affected item, life cycle and action tie together in Workflow
New In Planning Plan Review In Work In Review Released
Submit ECO Planning Plan Review
Submit Submit
Rework
Draft Changes Review Close
Submit Close/Approve
Change Item Processing
Approve
Change Item Release
aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 25
Impact Matrix
Implementation Changed from 9.3 to 9.4
Express ECOExpress ECO
Affected Item
Affected Item
Change Controlled
Item
Part
CAD
DocumentPoly-item
Action
Express ECO Impact Matrix Grid
aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 26
Impact Matrix
Express ECO Impact Matrix Grid
aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 27
Impact Matrix
Implementation Cleaner separation between basic grid functionality and
ECO impact matrix functionality
BaseTreeGridExpress ECO Impact
Matrix GridExpress ECO
ImpactMatrixGrid
onLoad
Form Client JavaScriptBasic tree grid definition with standard control events
Express ECO specific implementation
aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 28
Express Change ProcessWhen Express Process?
Want Single Form for Change RequestAND Change Implementation
AND Require Comprehensive & IntegratedImpact Analysis
Do Not Require Dual Committee Approvals (CRB & CIB)
Want shortest possible process for Documents andCAD models/drawings(and are OK with separate process for Parts & BOMs)
aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 29
Aras Innovator
Custom Change Processes
aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 30
Custom Change Process Your Forms, Your Workflows When your Company has a process that delivers
Competitive Advantage Special proprietary practices
Highly complex, global process
Current change process has years of continuous improvement & optimization
Or if you just don’t want to retrain thousands of people around the world
If the OOTB Aras Change Processes DO NOT satisfy your company‘s change management requirements you can: Adapt the OOTB Change Processes
Create your own Change Process (or Processes)
aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 31
Programming
Custom Change ProcessAdapt OOTB Common extensions include
Add new Workflow Activities Add steps to change process Lifecycles Add new or different Assignees to existing workflow activities Add or change access control logic Add more Properties or Sub-Forms with checking logic Reduce the number of Properties
Important Will not impact the versioning behavior of the change process Will not impede upgrades No programming / code compiling required
aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 32
Custom Change ProcessCreate Your Own
Build Your Own Item Types Forms Lifecycles Workflows Methods
NO dependency with the OOTB change processes required 100% process design freedom
Interchangeability possible Connect to the functionality of the OOTB processes Align your data model with the “Affected Item“ concept Match the concept of flagging pending changes
Programming
aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 33
Custom Change ProcessCustomer Examples
Custom change process for specific competitive practices in highly complex environments
QA driven Med Devices
Engineering driven Automotive
Time-to-Market driven Electronics
aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 34
Example:Multiple Workflows
MainCM
Analysis
Dispo Actions
Change Plan
Action Item
Single Item Change Order
Affected Documents
Adhoc Actions Affected PartsSub-Forms on Tabs
Sub-Workflows
Sub-Workflows
One Main CM Form many Sub-Forms and Sub-Workflows
All sub workflows of „Single Item Changes“ and „Action Items“ must be closed before Main CM workflow can finish
Main-Workflow
aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 35
Example: Change Form
Collecting – workflow controlled – input on the change form
aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 36
Example:Change Workflows Main Workflow
Additional Sub-Flow for complex changes
Slide 36
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Example:Change Form
Slide 37
Multiple programs, multiple locations impacted based on Affected Items
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Example:Change Workflow
Many optional steps to handle a wide range of scenarios
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Options
More details on aras.com Product Change Management – Know Your Options Customizing Enterprise Change Management
aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 40
Questions?
?