DLA

Product Data Management Initiative Overview

Joint Aviation Conference

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AgendaAgenda

• PDMI Program Overview

• Product Lifecycle Management Capabilities

• PDMI Solution Discussion

• Improvement Opportunities

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Business Systems Modernization - BSM

- End-to-end ERP- Order Fulfillment, Planning, Procurement, Financial

Integrated Data Environment – IDE- Esynchronizes DLA’s Internal Processes- Provides DOD-wide Log Data Exchange & Interoperability

Customer Relationship Management – CRM - Processes, Tools and People to Move from Transaction-based to Partner Relationships Product Data Management Initiative (PDMI)

- Will Deliver a DLA-wide Product Data/Product Lifecycle Management and Collaboration System

Distribution Planning Management System - DPMS - Robust Material Positioning & Warehouse Optimization- Global Decision Making & Management for 25 Depots

BSM Energy- Commercial Software, Deploying Now

Reutilization & Modernization Program- Enhancing/Modernizing the DRMS

Common Food Management System - CFMS - Combines retail functionality with wholesale functionality of Subsistence Total Order and Receipt Electronic System

Program OverviewProgram Overview

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Program OverviewProgram Overview

• DLA's overall transformation strategy requires all DLA business operations to upgrade their IT capabilities, including Technical and Quality functions

• BSM Release 2.0 functional blueprinting identified the need for technical document management and workflow management

• As a result, DLA has begun an Agency-wide Product Data Management Initiative (PDMI) whose objectives are to:– Increase the accuracy and accessibility of product data needed

to make informed engineering and procurement actions– Provide a single enterprise application that supports one

location and access of product data for authorized users– Link to the SAP application being developed and implemented

where required to support ongoing business processes• PDMI Program Office Established in Oct 2004

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Program Definition

PDMI• Bidset preparation

•Document maintenance/version management

• Document repository (JEDMICS)•Collaboration with customers

& suppliers•ECP/ECN management

BSM• Tech review of PRs

• Match PR with specs & QAP• Tech/Quality history• Vendor performance

management•Product quality complaint mgmt

•Bills of Material •Packaging data

FLIS/CRS•National Stock Number items

•New item introduction•Item descriptions

•Establishment & Maintenance •of NSN relationships

•Reference data

Services Data Environment

(Army PLM plus)

The PDMI is the DLA’s strategy for transforming the Agency’s Technical and Quality business processes and capabilities. The Technical and Quality business process is one

of the five core business processes comprising DLA’s BSM strategy. The PDMI will provide part of the Technical and Quality business process solution

IDE

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PDMI Capabilities

• Consolidate DLA Technical Data From:– Multiple JEDMICS– Shared drives– Personal computers– Desk drawers

• Provide Data Accessibility & Visibility to:– Product specialists– TQ community– Customers– Suppliers

• Create Bid Sets– Replace DBI, ABI, CAPERS

• Link to Existing Databases:– ASSIST– MEDALS

• Allow Collaboration on:– Engineering support– Specification preparation

• Establish Capability for Future Links to:– Service data repositories– OEM data repositories

Take advantage of current product lifecycle management capabilities

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Automation of Tech Businesses

Integration with Design Activities

Integration with BSM

Increment 1

Increment 2

Increment 3

•

Automated Capabilities for the Management and Use of Product Data Supporting DLA Business Processes

PDMI Objective

Vision/Strategy

• Technical data repository

• Bidset preparation

• Interface to ASSIST & MEDALS

• Replace ESA and JEDMICS

• Technical programs

• Specification authoring

• GEM program

• Collaboration with Design Activities

• Links to Services Engineering Data

• Links to Vendor Drawings

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8/05 9/05 10/05 11/05 12/05 1/06 2/06 3/06 4/06 5/06 6/06 7/06 8/06 9/06Sustainment

Oct. – Dec. 06

Increment I Increment I High Level Schedule High Level Schedule

DesignBPR

Milestone

Progress Checkpoint

12/08PDR

10/25SRR

Legacy Support

System Stabilization / OT&E

Develop Test

Deploy

08/08DRR

09/08Go Live

04/10TRR

Monthly Status Reports02/08

IPR03/08IPR

05/08IPR

06/08IPR

01/09CDR

OTRR

Test Pass 1

Test Pass 2

Test Pass 3

Migration Design Mock MigrationsCut-over

Mock 1 Mock 2 Mock 3 Mock 4

Organizational Design

Communications

Training Design, Development, Test, TTT

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PDMI Application ViewPDMI Application View

6 PDMI 503

DoD JEDMICS FLISMEDALS ASSIST

Enterprise PortalS

AP

C-F

old

ers

SAP Workflow

Physical Data Stores

OE

Ms

/ S

up

pli

ers

Ser

vic

es /

War

fig

hte

rs

Enterprise Application Integration

SAP DocumentMgmt System

SAP DocumentMgmt System

BSMPDMI Mylars

Process Form 339’s

ViewBid sets

Post Bid sets

CreateForm

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Send techdata forForm 339

View documentsMaterialreviews

Documentmetadata

Document metadata

Document

To Material

association

Updatemaster

data

Search fortechnical data

Updateassetindex

Updatestandards

data

Technical and quality reporting

Product Data and

IXOS Document

Vault

Document Viewer

Document Viewer

SAP Smart-Forms

SAP Smart-Forms Organize technical data

Link to product metadata

SAP Business WarehouseSAP Business Warehouse

MaterialMgmt Module

MaterialMgmt Module

Manage product definition

Manage business rules for material management (CSI, SPC etc)

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AgendaAgenda

• PDMI Program Overview

• Product Lifecycle Management Capabilities

• PDMI Solution Discussion

• Improvement Opportunities

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Product Designand Launch

Production and Distribution Aftermarket Service / Product Withdrawal

Supply ChainManagement

Customer Relationship Management

Product Lifecycle Management

Start of production ObsolescenceFirst idea

End ofproduction

Profitability target• Volume• Price

PLM ScopePLM Scope

PLM makes all product and project specific information available throughout the organization and also with customers and partners across enterprise boundaries.

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Enterprise DataManagement

Cooperation Between Enterprises

Collaborative Businesses

Engineering ProductionDelivery /

Service Marketing

Solution for the engineering function

Store and manage engineering drawings and related CAD files.

Additional capabilities such as change orders, configuration management and visualization

Information silos Sequential information flow Lack of tracking

Convert sequential processes into collaborative networks with all partners involved —component suppliers, contract manufacturers, customers, third party design partners.

Client Client

PLM EvolutionPLM Evolution

BrandOwner

ContractEngineer

ServicesSupplier

ComponentsSupplier

OEM

Two clear trends have emerged in PLM: Inclusion and Collaboration.

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TeamsIntegration

Levels

FunctionalIntegration Levels

Process IntegrationProcess Integration

PLM enables a level of process and organization integration which was not

previously achievable.

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Integrated Product Integrated Product Environment Environment

Illustrative

PLMApplication

Computer Aided Design

CRM Application

Customer Support

Application

Shop Floor Execution

ERP

CAD Items BOMs Drawings

Shop Floor BOMs / Routings Visual Aids / Mfg Instructions

ERP Items BOMs ECs

CRM Application Customer Needs / Requirements Order Configurations

Customer Support As-Maintained Product Data Repair / Warranty Data

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Business BenefitsBusiness Benefits

Benefit How Achieved

Reduce Time to Market

Increase Revenues

Reduce Costs

Improve Product Quality

Increase Customer Satisfaction

• Better coordination between development and manufacturing• Sharing accurate content across the organization• Quicker and more accurate decision-making during development

• Reduce time to volume through manufacturing/development coordination

• Requirements management process integrated with marketing• Improved resource allocation for development projects

• Improved change management processes and communication• Better equipment and plant performance through improved

maintenance and utilization

• Integrated quality management across development, production, and maintenance

• Improved service offerings• Responsive product development

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AgendaAgenda

• PDMI Program Overview

• Product Lifecycle Management Capabilities

• PDMI Solution Discussion

• Improvement Opportunities

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The SAP PLM solution supports all the processes related to customer requirements, product specification, product engineering and project management.

Technical Assets Management

Preventive and Predictive Maintenance Maintenance Execution Work Clearance

ManagementAsset Life-Cycle Management

Audit Management Quality Control Quality ImprovementQuality Management

Document Management Integration

Change & Configuration Management

Life-Cycle Data Management

Product Structure Management Recipe Management

Program & Project Management Project Planning Project Execution Interfaces Program Management

Life-Cycle Collaboration and Analytics Design Collaboration Analytics Enterprise Portal

ContentCollaborative Project

Management Quality Collaboration

Environment, Health & Safety

Product Safety

Hazardous Substance

Management

Dangerous Goods

Management

Occupational Health

Basic Data and Tools

Waste Management

Industrial Hygiene and

Safety

SAP Exchange

SAP Enterprise Portals

SAPCRM

IndustrySolutions

SAPFinancials

SAPHR

SAPE-Procurement

SAPBI

SAPSCM

SAPPLM

Introduction to SAP PLMIntroduction to SAP PLM

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Lifecycle Data Management provides integrated engineering capabilities for managing requirements, bills of materials, routing and resource data, recipes,

CAD models, and related technical documents.

Lifecycle Data ManagementLifecycle Data Management

Document Management

– Manage specifications, bills of material, routing data, project structures, recipes and related technical documents

Product Structure Management

Integration

– Fully supported out-of-the-box integration to different computer aided design (CAD) systems

Change and Configuration Management

– Manage the conceptual and early design phase with product designer capability to maintain maximum flexibility for adding and deleting documents, drawings and materials

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Asset Lifecycle Management assists in equipment planning, operation, maintenance, and replacement process and enables greater control and accuracy

Technical assets management

– Equipment structures, documentation

Business partner collaboration

– Purchasing of services and parts

Preventive maintenance

Work clearance management

Work order cycle (asset planning, routeplanning, shutdown planning)

Asset Lifecycle Asset Lifecycle ManagementManagement

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Program & Project Management provides capabilities to plan, manage, and control product portfolios and the complete product development process

Program and Project Program and Project ManagementManagement

Strategic Program Management

Life Cycle Profitability Analysis

– Perform Earned-Value and profitability analysis by consolidating earnings and profitability over the entire life cycle

Project Management

– Plan and manage project schedules and resources

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Life Cycle Collaboration integrates development partners, customers and suppliers and allows them to communicate information across virtual teams.

Lifecycle CollaborationLifecycle Collaboration

Design Collaboration

Collaborative Project Management

Quality Collaboration

Supplier Collaboration

Enterprise Portal Content

PLM Analytics

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Quality Management enables continuous process improvement through collaboration and sustained quality control.

Quality engineering

– Engineering workbench, audit managementvendor evaluation, stability study

Quality control

– Inspectors workplace, mobile inspectionsstatistical process control (SPC)

Quality improvement

– QM manual, notifications, Internetservice requests, solution database

Quality collaboration

Quality ManagementQuality Management

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Environmental Health and Safety ensures regulatory compliance, helps to maintain a positive public image and safe working environment.

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Product safety

– Specification management/phrase management

Dangerous goods management

– Dangerous goods regulation data

Industrial hygiene and safety

– Safety site inspections, risk assessment

Waste management

– Disposal processing

Occupational health

– Health surveillance protocols, medical service

Environmental Health Environmental Health and Safetyand Safety

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User ExperienceUser Experience

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AgendaAgenda

• PDMI Program Overview

• Product Lifecycle Management Capabilities

• PDMI Solution Discussion

• Improvement Opportunities

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PDMI Process ModelPDMI Process Model

ItemScreening

Create Item & Store Docs

Item Introduction

Doc Develop Doc Control

Item Master Data Mgmt

Data Dissemination

Item Definition

Analysis & Prioritize

EOL Analysis Collab Disposition

End of Life

Component Management (out of scope for Increment I)

During blueprinting we defined 4 overall process areas and associated processes that define PDMI. 7 of those processes are in scope for Increment 1

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Process ImprovementsProcess Improvements

During blueprinting, we identified process improvements throughout the 7 in-scope processes. Major changes fall into three categories:

• Item Introduction – Create Items and Store Documents• Document Management

– Document Control– Document Development– Dissemination– Disposition

• Solicitation Support– Analysis and Prioritization– Item Master Data Management– Dissemination

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Process ImprovementsProcess ImprovementsItem IntroductionItem Introduction

ItemScreening

Create Item & Store Docs

Item Introduction

Doc Develop Doc Control

Item Charact Mgmt

Data Dissemination

Item Definition

Analysis & Prioritize EOL Analysis Collab Disposition

End of Life

Component Management (out of scope for Increment I)

• DLIS catalogers have access to technical data to fully describe new items

• All LR technical data passes through DLIS, complementing the BSM R2.2 LR solution

• DLIS catalogers scan and store documentation during cataloging• DLIS catalogers and DLA product specialists can collaborate using

SAP cFolders• Technical data established in SAP DMS at time of item creation (LR

or SSR)

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Process ImprovementsProcess ImprovementsDocument ManagementDocument Management

ItemScreening

Create Item & Store Docs

Item Introduction

Doc Develop Doc Control

Item Charact Mgmt

Data Dissemination

Item Definition

Analysis & Prioritize EOL Analysis Collab Disposition

End of Life

Component Management (out of scope for Increment I)

• Consolidated processes for managing all document types (drawings, specifications, etc.)

• Proactively acquire correct versions and revisions of technical data

• Up-front creation of document structures to streamline dissemination

• Reuse of document structures across multiple NSNs

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Process ImprovementsProcess ImprovementsSolicitation SupportSolicitation Support

ItemScreening

Create Item & Store Docs

Item Introduction

Doc Develop Doc Control

Item Charact Mgmt

Data Dissemination

Item Definition

Analysis & Prioritize EOL Analysis Collab Disposition

End of Life

Component Management (out of scope for Increment I)

• Technical reviews based on planned buys, reducing TQ contribution to ALT

• Single, enterprise-wide solution for document distribution• Integration of engineering support requests into primary

product specialist application (SAP)• Multiple NSNs on single engineering support request, when

applicable

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Enterprise DataManagement

Cooperation Between Enterprises

Collaborative Businesses

Engineering ProductionDelivery /

Service Marketing

Solution for the engineering function

Store and manage engineering drawings and related CAD files.

Additional capabilities such as change orders, configuration management and visualization

Information silos Sequential information flow Lack of tracking

Convert sequential processes into collaborative networks with all partners involved — component suppliers, contract manufacturers, customers, third party design partners.

BrandOwner

ContractEngineer

ServicesSupplier

ComponentsSupplier

OEM

Beyond Increment IBeyond Increment I

Increment I Focus Post-Increment I Focus

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Collaboration Leading Collaboration Leading PracticesPractices

1. Work with supply chain partners to proactively identify end-of-life parts and execute EOL plan

2. Work with suppliers on quality issues• Share supplier technical performance statistics with the purchasing organization and the

supplier• Deploy cross-functional teams to work with suppliers who are having quality issues

3. Maintain a single master• Avoid translations, copies, and redundant storage of data• Use views and access privileges instead of different versions• Applies to BOMs, engineering models, documentation, and material records

4. Deploy collaborative capabilities – people will use them• Integrations to third part viewers allow non-engineers to view CAD files• Workflows, redlines, and projects create non-real time collaborative capability• Virtual meetings with real-time internet redlines

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Collaboration Leading Collaboration Leading PracticesPractices

5. Eliminate latency in change order execution• Get a “heads-up” to pending changes before they are released• If possible, become a member of the design authority’s change control board • Automate the extraction, translation, and import of change data

6. Understand and communicate the cost impact of design decisions• Inventory obsolescence, increased lead times and component costs should be

traced back to the change responsible7. Optimize the number of “touches” and manual steps in loading engineering

content• Generally, fewer touches is better (results in cleaner data), but...• Validate key data prior to finalizing in the PDM system

8. Provide feedback • Suggest changes which save money or improve quality• Inform the design authority of the operational impact of their proposed changes

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QuestionsQuestions