RAIN työpaja 30.8.2017 Product master data and the business process related product...

RAIN työpaja 30.8.2017

Product master data

and the business process

related product data over life cycle

Arto Tolonen

Product Management

Industrial Engineering and Management

Faculty of Technology

University of Oulu

+ 358 40 556 8964

[email protected]

Linnanmaa campus – Office TF411

PO Box 4610

90014 UNIVERSITY OF OULU

Finland

mailto:[email protected]

Vertical productisation

Solution

Product Family

… sub product families…

Product Configuration

Sales Item

Version Item

Main Assembly

Sub Assembly

Sub Assembly

Sub Assembly… sub assemblies…

Component

Product structure layers

Services

Sales item

Version

Item

Product

Configuration

HW

Sales

item

SW Sales

item

Version

Item

Version

Item

Component

Product

Configuration

Product

Configuration

Sub

Process

Sub

Process

Sub

ProcessComponent

Documentation

Sales item

Version

Item

Solution

Product

Family

Product

Family

Sub -

Assembly

Sub -

AssemblySub -

Assembly

Sub -

Assembly

Sub -

Assembly

Main

Assembly

Main

Assembly

Main

Process

Main

Document

Sub

Document

Quattro Stagioni + Coke + Salad delivered to home

Configuration

Quattro

StagioniCoca

ColaSalad

Delivery

to home

Meals

Pizzas Hamburgers

Market

Segment 3

Market

Segment 1

Market

Segment 2Market segments

Picture: Arto Tolonen 2014

Commercial and Technical PortfoliosProduct structure - The Sales and Cost structures – Product Profitability

Physical Structure

(technical and

manufacturing)

• Product specific

items

• Horizontal common

items, modules and

components

• Horizontal

technology

platforms

Sales Structure

• Offer view

• Sales view

Order –

Deliver

Structure

• Logistics

view

Co

st

Sale

s

Product Profitability = Sales / CostsCommercial Product Portfolio

Technical Product Portfolio

Services

Sales item

Version

Item

Product

Configuration

HW Sales

item

SW Sales

item

Version

Item

Version

Item

Component

Product

Configuration

Product

Configuration

Sub

Process

Sub

Process

Sub

ProcessComponent

Documentation

Sales item

Version

Item

Solution

Product

Family

Product

Family

Sub -

Assembly

Sub -

AssemblySub -

Assembly

Sub -

Assembly

Sub -

Assembly

Main

Assembly

Main

Assembly

Main

Process

Main

Document

Sub

Document


Product master data and business process related product data

Sales process and Sales Master DataProduct related marketing and sales data

Supply Chain Process and Delivery Master DataProduct related delivery data

Service/Care process & S/C Master DataProduct related service and care data

Cu

stom

er’s pro

cesses

Product Process and Design Master DataProduct related design data

Support Processes

Product Data Management ProcessProduct Portfolio Management Process

Product master data, “The DNA”


PLM/PDM

ERP/MES

CAM

CRMCAD

CAE

HR

F&CERP

Service &

Care apps

Examples of the product master data – business process related product data

Product (item) master data

• Name: Screw 2*8• Description: Stainless steel torx screw• Item code: 87543• Version code: 87543.12• Weight: 3 g• Item classification: HW (HW, SW, Service, Document)• Item group: 230 Screws• Manufacturer: SFS• Purchased/Manufactured: P• Life cycle status: design phase• Product structure level: component• Customs category: 876• Specification: attached PDF file• Manufacturing instruction: an attached Word document• Target price• Target cost• Target profitability• … Only about 10..15 parameters per part

Marketing, Sales and Customer related master data

• Market segments: Telecom operators• Sales regions: North America, Japan, Korea• Customers: xxx, yyy, zzz• Customer projects: fff, hhh, kkk• Sales organisations: SO1, SO2, SO3 • Account teams: AT1, AT2, AT3, …• Account managers: NN1, NN2, NN3, NN4, …• Target price per market segments, Sales regions, Customers and customer

projects …

Supply Chain and Vendor related master data

• Supplier names• Supplier codes• Manufacturing partner names• Logistics service providers• Own factory codes• Distribution center codes• Purchasing contracts• Cost data (manufacturing cost, material cost, logistics cost)• Warehouse location• Original vendor code …

Product development related master data

• Main designer:

• Design requirements:

• Component library:

• Mechanic library:

• Electronics library:

• Electro-mechanics library:

• Assembly item library:

• Open SW code library: ….

Care and service related master data

• Installation sub-contractor names

• Installation sub-contractor codes

• Care sub-contractor names

• Care sub-contractor codes

• Sub-contractor agreements

• Repair center names

• Repair center codes


2013 Verkasalo - Tolonen

Key information systems for product data management and business processes

Product Management

ProductManagers

Product TechnicalOwners

PDM

S

a

l

e

s

i

t

e

m

Assembly

Product

Configuration

item

S

a

l

e

s

i

t

e

m

S

a

l

e

s

i

t

e

m

UnitUnit

Assembly

Assembly

Assembly

Component

Product

Configuration

item

Product

Configuration

item

Sub -

Assembly

Component

Sub -

Assembly

Component

Assembly

Assembly

Component

Assembly

S

a

l

e

s

i

t

e

m

Assembly

Product

Sales Package

Product

Family item

Product

Family item

CRM / Product Configurator

Product Management

Licen

se

Sales

item

Product

Configuration

item

HW

Sal

es

ite

m

SW

Sale

s

item

Product

Configuration

item

Product

Configuration

item

Serv

ices

Sale

s

item

Product

Sales Package

Product

Family item

Product

Family item

Global

Offer

and

Sales

Product

Portfoli

o

Sales

Organizations

ERP

Operations

S

a

l

e

s

i

t

e

m

Asse

mbly

Product

Configuration

item

S

a

l

e

s

i

t

e

m

S

a

l

e

s

i

t

e

m

UnitUnitAss

em

bly

Ass

em

bly

Ass

em

blyComponent

Product

Configuration

item

Product

Configuration

item

Sub

-

Ass

em

bly

Component

Sub

-

Ass

em

bly

Component

Ass

em

bly

Ass

em

blyComponentAss

em

bly

S

a

l

e

s

i

t

e

m

Assembly

Product

Sales PackageProduct

Family item

Product

Family item

Customer

Deliver

Deliver

Deliver

Order

Ord

e

r

O

r

der

AssemblySub -

Assemb

lyComponentSub -

Assemb

lyComponent

AssemblySub -

Assemb

lyComponentSub -

Assemb

lyComponent

AssemblySub -

Assemb

lyComponentSub -

Assemb

lyComponent

S

a

l

e

s

i

t

e

m

Unit

S

a

l

e

s

i

t

e

m

Unit

S

a

l

e

s

i

t

e

m

Unit

S

a

l

e

s

i

t

e

m

S

a

l

e

s

i

t

e

m

Product

Configuration

item

S

a

l

e

s

i

t

e

m

S

a

l

e

s

i

t

e

m

Product

Configuration

item

S

a

l

e

s

i

t

e

m

S

a

l

e

s

i

t

e

m

Product

Configuration

item

S

a

l

e

s

i

t

e

m

Unit

S

a

l

e

s

i

t

e

m

Unit

S

a

l

e

s

i

t

e

m

Unit

S

a

l

e

s

i

t

e

m

Unit

S

a

l

e

s

i

t

e

m

Unit

S

a

l

e

s

i

t

e

m

Unit

S

a

l

e

s

i

t

e

m

Unit

S

a

l

e

s

i

t

e

m

Unit

S

a

l

e

s

i

t

e

m

Unit

S

a

l

e

s

i

t

e

m

Unit

S

a

l

e

s

i

t

e

m

Unit

Suppliers Factories

Distribution

Centers

Sales

Orgs

Global

Product

Portfolio

Components

Sub Assemblies

Assemblies

SKUs

Sales Items

SKUs

Configurations

Sales Items

Care

Services

S

a

l

e

s

i

t

e

m

Asse

mbly

Product

Configuration

item

S

a

l

e

s

i

t

e

m

S

a

l

e

s

i

t

e

m

UnitUnitAss

emb

ly

Ass

emb

ly

Ass

emb

lyComponent

Product

Configuration

item

Product

Configuration

itemSub

-

Ass

emb

ly

Component

Sub

-

Ass

emb

ly

Component

Ass

emb

ly

Ass

emb

lyComponentAss

emb

ly

S

a

l

e

s

i

t

e

m

Assembly

Product

Sales PackageProduct

Family item

Product

Family item

Customer

Deliver

Deliver

Deliver

Order

O

rd

e

r

O

rd

er

AssemblySub -

Assembl

yComponentSub -

Assembl

y Component

AssemblySub -

Assembl

yComponentSub -

Assembl

y Component

AssemblySub -

Assembl

yComponentSub -

Assembl

y Component

S

a

l

e

s

i

t

e

m

Unit

S

a

l

e

s

i

t

e

m

Unit

S

a

l

e

s

i

t

e

m

Unit

S

a

l

e

s

i

t

e

m

S

a

l

e

s

i

t

e

m

Product

Configuration

item

S

a

l

e

s

i

t

e

m

S

a

l

e

s

i

t

e

m

Product

Configuration

item

S

a

l

e

s

i

t

e

m

S

a

l

e

s

i

t

e

m

Product

Configuration

item

S

a

l

e

s

i

t

e

m

Unit

S

a

l

e

s

i

t

e

m

Unit

S

a

l

e

s

i

t

e

m

Unit

S

a

l

e

s

i

t

e

m

Unit

S

a

l

e

s

i

t

e

m

Unit

S

a

l

e

s

i

t

e

m

Unit

S

a

l

e

s

i

t

e

m

Unit

S

a

l

e

s

i

t

e

m

Unit

S

a

l

e

s

i

t

e

m

Unit

S

a

l

e

s

i

t

e

m

Unit

S

a

l

e

s

i

t

e

m

Unit

Repair

Centers

Retailers

Distribution

Centers

Sales

Orgs

Global

Product

Portfolio

Components

Sub Assemblies

Spare parts

SKUs

Assemblies

Spare parts

Configurations

Service Sales Items

Factories

SKUs

Assemblies

Spare parts

R&D HW Engineering

Teams

HW

design tools

R&D SWEngineering

TeamsS

a

l

e

s

i

t

e

m

Assembly

S

a

l

e

s

i

t

e

m

S

a

l

e

s

i

t

e

m

UnitUnit

Assembly

Assembly

Assembly

Component

Sub -

Assembly

Component

Sub -

Assembly

Component

Assembly

Assembly

Component

Assembly

S

a

l

e

s

i

t

e

m

Assembly

SW

design tools

AssemblyUnitUnit

Assembly

Assembly

Assembly

Component

Sub -

Assembly

Component

Sub -

Assembly

Component

Assembly

Assembly

Component

Assembly

Assembly

S

a

l

e

s

i

t

e

m

S

a

l

e

s

i

t

e

m

S

a

l

e

s

i

t

e

m

S

a

l

e

s

i

t

e

m


Necessary elements to manage product data

PDM: a single backbone

for sharing product information

throughout extended enterprise and business processes

Common

PLM/PDM

platform

Process and IT development road map

• Master Data Management

• Product Process

• Sales Process

• Deliver process

• Care Processes

PLM/PDM

Steering and

Governance

model

Harmonized

PLM/PDM

process

models

Passionate

and

empowered

people

Foundation

Integration

Usage


PRODUCT DATA OWNERSHIP NETWORK - Typical data governance organization roles

(Cohen 2006).

How to apply the earlier concept toconstruction business?

A construction object can be a single house, a brigde, a street, a living area, a city…

Marketing and Sales processConstruction object related marketing and sales data

– AS MARKETED AND SOLD to end customers

Construction Process Construction object related build data

– AS BUILT

Service, Maintenance and Care ProcessConstruction object related service, maintenance and care data– AS MAINTAINED by the service and maintenance contractors

Design ProcessConstruction object related design

data– AS DESIGNED


Use process and related Master DataConstruction object related use data

– AS USED by end customers

Product Data and Product Portfolio Management Process for a Construction Object over life cycle Construction object master data

“The DNA of the Construction Objects over the life cycle

IFC – STANDARD FOR 3D-DATA MODEL

Pre-Design ProcessRequirements management and pre-

design data– AS REQUIRED AND PRE-DESIGNED

The construction object related master data and the business process related stakeholders and product data

”PLM/PDM”





The construction object related master data

Product manager owns the product master data• Name: Log house Matti & Maija• Description: Log house family house Matti and Maija• Item code: 87543• Version code: 87543.12• Square meters: 123 m2• Rooms: Kitchen, Living room, 3 bedrooms, integrated

garage• Item classification: Wood• Item group: Wooden family house• Manufacturer: Kuusamon Puu• Purchased/Manufactured: M• Life cycle status: design• Product structure level: product configuration• Customs category: 876• Specification: attached PDF file• Manufacturing instruction: an attached Word

document• Sales target price: 140 000€• Target cost (turnkey): 110 000€• Target net profitability: 15%• …

Services

Sales item

HW Sales

item

SW Sales

item

Product

Configuration

Documentation

Sales item

Solution

Product

Family

Product

Family

Product manager owns the product master data• Name: Integrated garage Matti & Maija• Description: Integrated log garage Matti and

Maija• Item code: 87545• Version code: 87545.03• Square meters: 32 m2• Rooms: 1 garage• Item classification: Log wood• Item group: Log house garage• Manufacturer: Kuusamon Puu• Purchased/Manufactured: M

• Life cycle status: design • Product structure level: sales

item• Customs category: 876• Specification: attached PDF file• Manufacturing instruction: an

attached Word document• Target price: 22 000€• Target cost (turnkey): 10 000€• Target net profitability: 45%

”PLM/PDM”


The requirements management pre-design process related dataAS REQUIRED AND PRE-DESIGNED

Requirements: Stakeholder: to be as product master data in PDM

• Temperature range: -45C /40C End customer, Sales manager x• Square meters: 123 m2 End customer, Sales manager x• Rooms: Kitchen, Living room, 3 bedrooms, integrated garage End customer, Sales manager x• Material type: Log Wood End customer, Sales Manager x• Life cycle status: requirements management and pre-design Product manager x• Product structure level: product configuration Product manager x• Original customer requirement specification: attached PDF file Sales manager• Country, area and community related specifications: Finland, rural area, Kauniainen End customer, Sales manager• Type of construction site: field End customer, Sales manager• Legal requirements:… City of Kauniainen, Sales manager• Customer target price: 130 000 - 150 000€ End customer, Sales manager• Sales target price: 140 000€ Sales manager, Product manager x• Target cost: 110 000€ (as pre-designed) Sales manager, Product manager x• Target net profitability: 21% Sales manager, Product manager x• ……

Pre-Design ProcessRequirements management and pre-

design data– AS REQUIRED AND PRE-DESIGNED




”PLM/PDM”


The design process related dataAS DESIGNED

Design parameters: Stakeholder: (owner underlined) to be as product master data in PDM

• Temperature range: -45C /40C Product manager, Designer x• Square meters: 123 m2 Product manager, Architect, Designer, End customer x• Rooms: Kitchen, Living room, 3 bedrooms, integrated garage Product manager, Architect, Designer, End Customer x• Material type: Log Wood Product manager Architect, Designer x• Life cycle status: requirements management and pre-design Product manager x• Product structure level: product configuration Product manager x• Design specification: attached PDF file Designer• Construction design for groundwork Designer• Heating, Water and Air design LVI designer• Sales target price: 140 000€ Product manager, Sales manager x• Target cost: 115 000€ -> 112 000€ (as designed) Product manager, designer x• Target net profitability: 21%-> 20% Product manager x• ……

Design ProcessConstruction object related design data

– AS DESIGNED




”PLM/PDM”


The construction process related dataAS CONSTRUCTED

Product master data parameters Stakeholder• Square meters: 123 m2 Product manager, Construction manager• Rooms: Kitchen, Living room, 3 bedrooms, integrated garage Product manager, Construction manager• Material type: Log Wood Product manager, Construction manager• Life cycle status: construction Product manager• Product structure level: product configuration Product manager• Sales target price: 140 000€ Product manager, Sales manager• Target cost: 112 000€ -> 90 000€ (as constructed) Product manager, Construction manager• Target net profitability: 20% -> 36% Product manager• ……

Build parameters Stakeholder:• Building instructions and specification: attached PDF file Designer, Construction manager• Building instructions for groundwork Designer, Construction manager, Ground work sub contractor• Building instructions for Heating, Water and Air LVI designer, Construction manager, LVI-subcontractor• …..

Construction Process Construction object related build data

– AS BUILT




ERP

”PLM/PDM”


The marketing and sales process related dataAS MARKETED AND SOLD

Product master data parameters Stakeholder• Square meters: 123 m2 Product manager, Construction manager• Rooms: Kitchen, Living room, 3 bedrooms, integrated garage Product manager, Construction manager• Material type: Log Wood Product manager, Construction manager• Life cycle status: Maintain Product manager• Product structure level: product configuration Product manager• Sales target price: 140 000€ Product manager, Sales manager• Target cost: 112 000€ -> 90 000€ (as constructed) Product manager, Construction manager• Target net profitability: 20% -> 36% Product manager• ……

Marketing and Sales parameters Stakeholder:• Name of the customer Sales Manager• Customer address Sales manager• Actual customer price: 160 000€ Sales manager• Rental price: 500€/month End customer (owner), Sales manager• Marketing material for Sales partners Sales Manager, Sales partners• …..


Marketing and Sales processConstruction object related marketing and sales data – AS MARKETED AND SOLD to end customers



CRM

”PLM/PDM”

Use process and related Master DataConstruction object related use data – AS USED by end customers


The marketing and sales process related dataAS USED

Product master data parameters Stakeholder• Square meters: 123 m2 Product manager, Construction manager• Rooms: Kitchen, Living room, 3 bedrooms, integrated garage Product manager, Construction manager• Material type: Log Wood Product manager, Construction manager• Life cycle status: Maintain Product manager• Product structure level: product configuration Product manager• ……

Living process related parameters Stakeholder:• Name of the owner Estate manager, Owner• Address of the owner Estate manager, Owner• Name of the end customer Estate manager, Owner, End customer• Address of the end customer Estate manager, Owner, End customer• Water consumption Estate manager, Owner, End customer• Heating consumption Estate manager, Owner, End customer• Rental price Estate manager, Owner, End customer• …..




ERP

”PLM/PDM”

Service, Maintenance and Care ProcessConstruction object related service, maintenance and care data – AS MAINTAINED by the service and maintenance contractors


The marketing and sales process related dataAS MAINTAINED

Product master data parameters Stakeholder• Sales target price: 140 000€ Product manager, Sales manager• Target cost: 90 000€ -> 95 000€ (maintained) Product manager, Construction manager• Target net profitability: 36% -> 32% Product manager• …..• Life cycle status: Maintain Product manager• Type of the water pump Product manager, Estate manager, Care manager• Type of the cooling fan Product manager, Estate manager, Care manager • Type of the floor Product manager, Estate manager, Care manager • ……

Service, maintenance and care process related parameters Stakeholder:• Name of the water pump service and care sub-contractor Estate manager, Care manager, Owner• Name of the cooling fan service and care sub-contractor Estate manager, Care manager, Owner• ….




ERP

”PLM/PDM”

RAIN työpaja 30.8.2017 Product master data and the business process related product...

Documents

Transcript of RAIN työpaja 30.8.2017 Product master data and the business process related product...