Welcome to online seminar on. Agile PLM Overview. Presented by: Mahender Bist Partner Rapidflow Apps Inc

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1 Welcome to online seminar on Agile PLM Overview Presented by: Mahender Bist Partner Rapidflow Apps Inc April, 2011

2 Rapidflow Apps - Introduction About Rapidflow Apps Oracle Gold Partner Oracle Business Accelerators Specialized Partner Areas Expertise Supply Chain Planning Product Lifecycle Management Master Data Management Business Intelligence Rapidflow Apps Methodology Our business flow based methodologysignificantly reduces the implementation time and cost ofownership. Our fixed cost implementation models help companies achieve a quick Return on Investment.

3 Agenda What is Product Lifecycle Management(PLM)? Oracle Agile PLM Solutions Benefits of Agile PLM Key business process using Oracle Agile PLM Integration with Oracle EBS and other systems Live DEMO Agile Product Collaboration (25 Mins) Product Portfolio Management (10 Mins) Solution design approach to: Integration with other systems Comprehensive approach to profitable Project Portfolio

4 What is PLM? Strategy Idea Management Collaboration Specifications Project Management Product Information Decision/Activity Support Marketing Customer Need Survey Prototype/Sample Product Record & Sync Product Compliance Sales/Operations Ramp up Production Release Quality Control Sales growth Phase out Retire Sustainability Next Product Cannibalize Demand Product Lifecycle Management Manage Integrated Closed Loop Processes During Entire Product Lifecycle

5 PLM Evolution CAD (Computer Aided Design) data (1980s) CAD developed into Engineering Centric EDM, and PDM (1990s) ERP solutions evolved for product data PLM Solutions with enterprise level workflow driven processes (Late 1990s) Integration across the supply chain with SOA based architecture maturity (>2005) Leading organizations always had product management processes with varying degree of sophistication within as well as outside of system since 1980s, however, with the advent of PLM, workflow process automation has been a major enabler in expediting product innovation via internal and external collaboration.

6 Oracle Agile PLM Modules Compliance Office Agile Product Governance & Compliance Product & program compliance against standards & regulatory requirements Quality Professionals Agile Quality Management Closed-loop product quality management across the extended enterprise Source Oracle Corporation Executives & Program Office Agile Product Portfolio Management Integrated product, program, resource & portfolio management Procurement Professionals Agile Product Cost Management Product sourcing and lifecycle cost & risk management Development & Engineering Agile Engineering Collaboration Engineering desktop integration & collaboration Cross-Enterprise Agile Enterprise Visualization Native document collaborative visualization across the global enterprise Engineering, Operations & Supply Chain Agile Product Collaboration Enterprise product record visibility, management & collaboration

7 Benefits of Agile PLM Complete control over product record, product processes and people collaboration during the entire lifecycle Agile PLM provides information throughout the product lifecycle to eliminate the wastage of time, energy & resources Agile PLM is a productivity tool Source Oracle Corporation

8 Objectives of Agile PLM Implementation Objectives of PLM Implementation Centralize product data with unlimited attributes storage capability in PLM Workflow based New Item and Change Process Security (Product, Project and Document) Data Synchronization with Oracle and other systems Internal and external workflow based collaboration Manage Product Launches and Project Milestones effectively Analyze and Control the cost of New Product Development Projects Manage Product Governance and Compliance Control your Product Cost Management Closed loop Quality Management Increase productivity

9 Key Processes in Agile PLM Product Record Management Requirement to Design Design to Release Issue to Change Management Engineering Data Management Product Governance & Compliance Project and Program Portfolio Management Problem Request to Non-Compliance Non-Compliance to Change Cost Management Customer Need Management

10 Step Approach to PLM Projects Develop an overall plan to leverage PLM from Engineering, Sourcing, Manufacturing, Sales, Marketing and Finance perspectives Explore and define all the requirements related to product data, processes, technology and collaboration Evaluate and select best fit PLM platform Develop a phased approach and scope Deploy and learn from each phase Measure Target vs. Actual benefits Redefine and deploy subsequent phases Educate your organization and build PLM business case

11 Demo Product Collaboration New Item Introduction Change Management Mass Changes

12 Agile Product Collaboration (PC) Overview Agile PC Capabilities and Benefits Product record (Unlimited Attributes) Workflow driven part creation Document Management Changes Management Mass Changes Reporting - Self Service System Security Full Traceability of Changes Product Cost Management Easy synchronization with Oracle & other systems Strong platform for acquisitions strategy for growing companies Product Collaboration enables companies to accelerate product innovation and maximize product profitability Image Source Oracle Corporation

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15 Design to Release Integration - Oracle EBS, SAP and JDE Items BOMs AML ECO Create New Part Request (ECR Object) Fill-in information about required part. Fill out and attach NPR template document Rules Extract and Transform Data Route NPR for approval Status Update Agile Processing, Consolidated and Error Handling AIA Create Update Item Master, PIM Create Update Item Attributes, MPN Assign to Organization 2007 Oracle Corporation Proprietary and Confidential Create BOM, Common BOM, and Substitute Item Object Created in ERP system Create ECO Schedule Implementation Auto- Implement ECO Send notification to user with links to Item and NPR objects in Agile EBS

16 Demo Project Portfolio Management Project Lifecycle

17 Release Planning Phase Definition Phase Development Phase Validation Phase Deployment Phase G-12 G-11 G-10 G-9 G-8 G-7 G-6 G-5 G-4 G-3 G-2 G-1 G-0 Serv ice Specification Featur e Defin ition Quick SID Program Roadmap Product Roadmap Project Start Portfolio Management High-level Def Plan Resource System Requirements Planning System Allocation Estimation (SID) Product Functional Sp ecifications Usability Studies/ Design Prototyping Implementation Project Planning Program Management LOCK-DOWN Project Requirements Definition Systems Lock-Down Project Detailed Strategy Scope Phase Plan Requirements Level Lock-Down Plan Lock-Down Lock-Down Approval Definition Estimates Complete Approved Complete Test System Integ System Test System Certification First Office Application Controlled Rollout Begin Begin Begin First Begin General Validation System Office Controlled Availability Certification Application Rollout General Availability Agile Product Portfolio Management (PPM) Overview Agile PPM Capabilities and Benefits Integrated of project and product portfolio information in a single application Product NPD&I Program & Project Management - Quick Health check Coordination of schedules & deliverables across sites, organizations, and partners Effective Workflow driven resource management (Global Collaboration) Optimization of development investment Tight document and information security & IP protection MS Project plans owned by Project Manager CAD drawings on licensed machines Phase One Feasibilit y & Require ments Issue System Design = IP Creation = IP Access Individual task lists for resource management Deliver ables on person Personal al hard Files drives Decisionmaking and lessons learned in inboxes Product B New Product Introduction Project Product A New Product Development Project Phase Phase Two Decision Decision Three Decision Gate One Gate Two Product Prototyp Develop e & Pilot ment Action Item Without Agile PPM With Agile PPM Product Development Test Case Development Gate Three Review & Approve Develop MFG Design Specification Home-grown databases or spreadsheets for action items, risks and issues Process documentation in three-ring binders or web sites Phase Four Product Launch Company shared drives for document storage Gather Regional Deviation Req s ERP Initiate Approval Identify Approvers Design Review Workflow Approver 1 Sign-off Approver X Sign-off Approve and Release Approval Complete Image Source Oracle Corporation

18 Real Business Problems Synchronization with Siebel CRM upon ECO Approval using Oracle SOA ECO Implementation Decision Based on Planning Quantities Project Portfolio Management Cost and profitability analysis Link to Demand Chaining Demand Cannibalization Product Quality and ERP Quality Approach

19 Rapidflow Apps Agile PLM to Siebel Integration Synchronization with Siebel CRM upon ECO Approval using Oracle SOA PLM Item Creation Item Updates Attribute Updates SOA Services Siebel CRM OnDemand Successful Item/Attribute Update Success Update Failure Alarm Services Success/Failure Feedback

20 PLM - Practice to Process PLM can facilitate transforming Practices into Processes Practices Processes

21 Q&A About the Presenter Mahender Bist from Rapidflow Apps Inc. Mahender Bist has over 20 years of industry experience in Operations Management and Information Technology consulting. He is a strong advocate of Master Data Management and Product Lifecycle Management (PLM) has been part of many complex and challenging assignments. About the Company Rapidflow Apps was founded with the sole objective of providing high quality, innovative and practical solutions to the real world business problems of our clients in the areas of Supply Chain Planning, Product Lifecycle Management, Master Data Management and Business Intelligence. Visit our website for more details- If you have any feedback, please write to us at feedback@rapidflowapps.com For services, please contact us at info@rapidflowapps.com 21

22 Disclaimer The information contained in this presentation is for information purpose only and is based on the Rapidflow Apps experience and publicly available material from Oracle Corporation on the subject. The presenter is not responsible for the claims made about the product benefits by the product vendor.

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