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1PLM PMO/CoE, Global Multi-Divisional Deployment Emerson and IBM GBS 1 PLM PMO/CoE, Global...

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1PLM PMO/CoE, Global Multi-Divisional Deployment Emerson and IBM GBS 1 PLM PMO/CoE, Global Multi-Divisional Deployment Tano Maenza, PLM PMO, Emerson Bob Christenson, PLM COE Lead, Emerson Tom Arant, PLM PM, IBM Global Business Services
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Page 1: 1PLM PMO/CoE, Global Multi-Divisional Deployment Emerson and IBM GBS 1 PLM PMO/CoE, Global Multi-Divisional Deployment Tano Maenza, PLM PMO, Emerson Bob.

1PLM PMO/CoE, Global Multi-Divisional DeploymentEmerson and IBM GBS

1

PLM PMO/CoE, Global Multi-Divisional Deployment

Tano Maenza, PLM PMO, EmersonBob Christenson, PLM COE Lead, EmersonTom Arant, PLM PM, IBM Global Business Services

Page 2: 1PLM PMO/CoE, Global Multi-Divisional Deployment Emerson and IBM GBS 1 PLM PMO/CoE, Global Multi-Divisional Deployment Tano Maenza, PLM PMO, Emerson Bob.

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Agenda

Emerson Overview

The PLM PMO/CoE Goal

System/Program Scope

PLM Program Management Office

PLM Center of Excellence

Standards

Divisional Deployments

Partners – Emerson, IBM and Siemens

Page 3: 1PLM PMO/CoE, Global Multi-Divisional Deployment Emerson and IBM GBS 1 PLM PMO/CoE, Global Multi-Divisional Deployment Tano Maenza, PLM PMO, Emerson Bob.

33

Agenda

Emerson Overview

The PLM PMO/CoE Goal

System/Program Scope

PLM Program Management Office

PLM Center of Excellence

Standards

Divisional Deployments

Partners – Emerson, IBM and Siemens

Page 4: 1PLM PMO/CoE, Global Multi-Divisional Deployment Emerson and IBM GBS 1 PLM PMO/CoE, Global Multi-Divisional Deployment Tano Maenza, PLM PMO, Emerson Bob.

4

Emerson: Company Profile

Diversified global manufacturing and technology company serving industrial, commercial, and consumer markets around the world

Publicly traded (NYSE: EMR) Headquarters in St. Louis, MO (USA) Recognized for outstanding management process and record of

consistent long-term performance Manufacturing and/or sales presence in more than 150 countries Founded in 1890 – in business for 117 years

St. Louis, MO Headquarters

Page 5: 1PLM PMO/CoE, Global Multi-Divisional Deployment Emerson and IBM GBS 1 PLM PMO/CoE, Global Multi-Divisional Deployment Tano Maenza, PLM PMO, Emerson Bob.

5

2006Sales $20.1B

Employees 137K

2006 Emerson Summary

Locations

Consumer Industrial

Electronics

22%

14%

11%

53%

23%

18%

21%

17%

21%Process

Management

Industrial Automation

Appliance & Tools

Network Power

Europe

Asia

United States

ROW

2006 Sales by Segment

2006 Sales by Geography

Climate Technologies

US & Canada 117

Europe 80

Asia 38

ROW 39

Total 274

Page 6: 1PLM PMO/CoE, Global Multi-Divisional Deployment Emerson and IBM GBS 1 PLM PMO/CoE, Global Multi-Divisional Deployment Tano Maenza, PLM PMO, Emerson Bob.

6

Emerson Brands

$20.1 Billion in revenues with over 60 divisions

Page 7: 1PLM PMO/CoE, Global Multi-Divisional Deployment Emerson and IBM GBS 1 PLM PMO/CoE, Global Multi-Divisional Deployment Tano Maenza, PLM PMO, Emerson Bob.

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Agenda

Emerson Overview

The PLM PMO/CoE Goal

System/Program Scope

PLM Program Management Office

PLM Center of Excellence

Standards

Divisional Deployments

Partners – Emerson, IBM and Siemens

Page 8: 1PLM PMO/CoE, Global Multi-Divisional Deployment Emerson and IBM GBS 1 PLM PMO/CoE, Global Multi-Divisional Deployment Tano Maenza, PLM PMO, Emerson Bob.

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The PLM PMO/CoE Goal – Standard/Repeatable/Predictable Approach

The use of standard development and implementation methodologies to form a foundation for divisional deployment.

The development and implementation of standard software application modules that can be deployed at multiple locations.

The development and deployment of standard hardware and software configurations that can support multi-site implementations.

The development of a core team of experts available to support development and deployment.

Page 9: 1PLM PMO/CoE, Global Multi-Divisional Deployment Emerson and IBM GBS 1 PLM PMO/CoE, Global Multi-Divisional Deployment Tano Maenza, PLM PMO, Emerson Bob.

9

The Benefits

1. Reduced Development and Implementations Costs, including:

Lower training, support, and maintenance costs.

Lower project risk through Emerson standards and required compliant

Fully patched and tested

2. Rapid Divisional Deployment Model Fixed scope and cost by the business requirements

Highly leveraged support model

Extensive PM training materials, documentation

3. Facilitate Implementation of the Emerson Global Engineering Strategy

Through the use of standard software implementations.

Divisional involvement guided by PLM CoE will insure their interest and ownership of the standards

Scripted Deployment Incremental delivery

Industry leading practicesSimplifying business process

Proven, consistent delivery

Intellectual asset intensive

Page 10: 1PLM PMO/CoE, Global Multi-Divisional Deployment Emerson and IBM GBS 1 PLM PMO/CoE, Global Multi-Divisional Deployment Tano Maenza, PLM PMO, Emerson Bob.

1010

Agenda

Emerson Overview

The PLM PMO/CoE Goal

System/Program Scope

PLM Program Management Office

PLM Center of Excellence

Standards

Divisional Deployments

Partners – Emerson, IBM and Siemens

Page 11: 1PLM PMO/CoE, Global Multi-Divisional Deployment Emerson and IBM GBS 1 PLM PMO/CoE, Global Multi-Divisional Deployment Tano Maenza, PLM PMO, Emerson Bob.

11

Divisions independently implementing processes that are not global in scope and can inhibit data sharing.

Increasing need to share technical information across divisions to support global development (Design/Source/Build Anywhere).

Global new product development saturated with multiple tool sets using independent processes.

No structured process for sharing large data files efficiently, slowing down the new product development process.

Globalization Challenges

Page 12: 1PLM PMO/CoE, Global Multi-Divisional Deployment Emerson and IBM GBS 1 PLM PMO/CoE, Global Multi-Divisional Deployment Tano Maenza, PLM PMO, Emerson Bob.

12

Standardized Solutions

Standardized Solutions Save Us Money & Reduce Risk

Division$

Division$

Division$

Division$

Division$

Division$

Division$

Division$

Division$

Division$

Division$

• Spending money multiple times for similar (customized) solutions

• Need to consider lifecycle costs including future costs for upgrades

Centralized$$

• Makes IT costs more visible

• Common solution reduces long term support costs for the corporation

Page 13: 1PLM PMO/CoE, Global Multi-Divisional Deployment Emerson and IBM GBS 1 PLM PMO/CoE, Global Multi-Divisional Deployment Tano Maenza, PLM PMO, Emerson Bob.

1313

Agenda

Emerson Overview

The PLM PMO/CoE Goal

System/Program Scope

PLM Program Management Office

PLM Center of Excellence

Standards

Divisional Deployments

Partners – Emerson, IBM and Siemens

Page 14: 1PLM PMO/CoE, Global Multi-Divisional Deployment Emerson and IBM GBS 1 PLM PMO/CoE, Global Multi-Divisional Deployment Tano Maenza, PLM PMO, Emerson Bob.

1414

PLM Program Management Office

Provides Corporate Funding, Project Mgmt, and Technical Teams to Support

Standard Development Methodology

Standard Funding Model

Repeatable Best Practices

Expedites, Coordinates, and Regulates Multiple CoE and Divisional Projects within a Standards Framework

Page 15: 1PLM PMO/CoE, Global Multi-Divisional Deployment Emerson and IBM GBS 1 PLM PMO/CoE, Global Multi-Divisional Deployment Tano Maenza, PLM PMO, Emerson Bob.

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PLM PMO Strategy for Deployment

Collect and Validate the PLM Deployment Roadmap (Pre-Alignment) Develop and distribute PLM Communication to all Emerson divisions

Develop and distribute PLM Survey to all Emerson divisions

Develop PLM Deployment Plan indicating the sequencing of Divisional PLM deployment projects

Confirm the Requirements and Business Case for each PLM Deployment (Discovery)

Perform Divisional Discovery (Requirements, Schedule, Business Case, AR)

Perform Gate Review and Approve Project and AR

Build Proof of Concept for Level 1 Validation and Reference Architecture

Execute Divisional PLM Deployment Projects (Deployment)

Determine Support Requirements, Add Division to PLM Support

Throughout – Continue CoE Corporate/Group Efforts

Page 16: 1PLM PMO/CoE, Global Multi-Divisional Deployment Emerson and IBM GBS 1 PLM PMO/CoE, Global Multi-Divisional Deployment Tano Maenza, PLM PMO, Emerson Bob.

16

Disciplined Process Approach to PLM

Utilizing Emerson Best Practices to Streamline & Reduce Risk of PLM Deployments

Best practice PLM process templatesare provided at each phase to helpguide teams through the process. IBM & Siemens PLM partners are trained and availableTo assist throughout the process.

Step 4: ValidateBusiness Value

Step 3: DevelopSolution Roadmap

Step 2: IdentifyCauses of Waste

Step 1: UnderstandBusiness Priorities

PLM MaturityAssessment

Pre-AlignmentPhase

PLM ROI Calc(AR Assistant)

DiscoveryPhase

Deployment

Corporate Goals & Objectives

PMOPhase Gate Review

PMOPhase Gate Review

AR Submittal

• PLM Survey• Method Adoption Workshop • Key Decision Matrix

Page 17: 1PLM PMO/CoE, Global Multi-Divisional Deployment Emerson and IBM GBS 1 PLM PMO/CoE, Global Multi-Divisional Deployment Tano Maenza, PLM PMO, Emerson Bob.

17IBM Global Services Method | Apr 18, 2023 17

DiscoveryPhase

Pre-Align Phase

DesignPhase

BuildPhase

Engagement Project Management

Define Current Client Business EnvironmentDefine RequirementsDefine Proposed SolutionScope Business TransformationScope Organizational ChangeProduce Pre-Align Phase Deliverables

Assess Client Business EnvironmentAssess Client IT EnvironmentEvaluate IT ServicesIdentify Data SourcesRefine RequirementsDevelop Change Management ApproachEstablish Basis for Organizational DevelopmentEvaluate Organizational Change ReadinessProduce Discovery Phase DeliverablesTrain the Project TeamDefine Business SolutionOutline Application ModelOutline Architecture ModelInfrastructure Design and PlanningOutline SolutionDefine Training and User SupportSecurity Controls ReviewPlan for TestingProduce Discovery Phase Deliverables

Refine Requirements and Application ModelRefine Architecture ModelDesign User InterfacesDesign Solution PlansDesign Test SpecificationsBuild Development EnvironmentCreate Client PrototypeProduce High Level Design Phase DeliverablesDetail Requirements and Application ModelDetail User InterfacesDefine Physical Application ModelPlan DevelopmentProduce Design Phase Deliverables

Prepare for TestingPerform Build CyclePerform Development TestingPerform System TestingPerform Correction and Regression TestingProduce Build Phase Deliverables

Plan the projectStart the project

Monitor the projectHandle exceptions

Handle deliveriesClose the project

DeployPhase

Post SupportPhase

Detailed Organizational DevelopmentPlan DeploymentPerform User Acceptance TestPerform Correction and Regression TestingRefine Training and User SupportProduce Deploy Phase DeliverablesReview Solution PlansInfrastructure ImplementationDeploy the SolutionCutover to Production

Implement Support SystemsProduce Post Support Phase Deliverables

PLM Project Template Phases/Activities

Page 18: 1PLM PMO/CoE, Global Multi-Divisional Deployment Emerson and IBM GBS 1 PLM PMO/CoE, Global Multi-Divisional Deployment Tano Maenza, PLM PMO, Emerson Bob.

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Simple questionnaire to gauge site PLM maturity level in critical process areas.

PLM process area emphasis tied to corporate goals and objectives.

Can be used as a baseline and reassessed post-Deployment.

Deliverables Assessment Report – Spider Diagrams

New Product Development

Cross Functional Collaboration Single Part Master Definition Project Management Digital Prototyping Requirements Traceability Change Management

Supply Chain Optimization

Saving Opp

Supply Market

Collab Design

Supplier Selection

Contract Management

Supplier Management

PLM Maturity Assessment

Page 19: 1PLM PMO/CoE, Global Multi-Divisional Deployment Emerson and IBM GBS 1 PLM PMO/CoE, Global Multi-Divisional Deployment Tano Maenza, PLM PMO, Emerson Bob.

19

Repeatable process to quickly assess potential PLM objectives.

Quickly targets high value area.

Initial look at ROI/business value areas.

Deliverables Assessment Report

High-Level Scope Document

Pre-Alignment Phase

Page 20: 1PLM PMO/CoE, Global Multi-Divisional Deployment Emerson and IBM GBS 1 PLM PMO/CoE, Global Multi-Divisional Deployment Tano Maenza, PLM PMO, Emerson Bob.

20

Easy to use questionnaire template.

Automatically derives ROI numbers.

Will directly support future PLM AR business case considerations.

Has the potential to streamline AR process, through standardization.

Deliverables ROI/Savings Calculations

Potential inputs/data for AR

PLM ROI Calculator (AR Assistant)

Page 21: 1PLM PMO/CoE, Global Multi-Divisional Deployment Emerson and IBM GBS 1 PLM PMO/CoE, Global Multi-Divisional Deployment Tano Maenza, PLM PMO, Emerson Bob.

21

Resource Template Tool Deliverables

Teamcenter Implemetation Roles

Role Emerson Siemens IBMSponsor XProgram Manager X Prime PrimeProject Manager X Prime PrimeProject Administrator Prime PrimeSolution Architect Prime PrimeSoftware Specialist XInfrastructure Architect/Specialist X Prime PrimeBusiness SME XBusiness Consultant XData Architect XIntegration Specialist X XTraining Specialist XApplication Administrator XData Migration Specialist XTesting Specialist X X XApplication Developer XDatabase Administrator XSecurity Specialist X X XPerformance, Capacity & Scalability Specialist XDocumentation Specialist Prime Prime

Source

Complexity (1-20)

EBOM, Docume

nts, Minor

Workflow

+EBOM, MBOM

Documents,

ECR/ECN Workflo

w, Complia

nce

+Oracle

MfgERP

Integration

+Classific

ation, Master Data

CatalogComplex

ityExternal

FTEsEmerson

FTEs TotalGlobal 7 14 16 19 1 2 2 4X-functional 6 12 14 17 2 2 2 4X-functional 5 10 12 15 3 2 3 5Global 4 7 9 12 4 3 3 6Local 3 5 7 10 5 4 3 7Global 2 N/A N/A N/A 6 5 4 9Local 1 N/A N/A N/A 7 5 4 9

8 5 4 99 5 4 9

10 6 5 1111 6 5 1112 6 5 1113 6 7 1314 7 7 1415 7 7 1416 8 10 1817 8 10 1818 10 10 2019 12 10 22

PDM

Eng

CAD

Page 22: 1PLM PMO/CoE, Global Multi-Divisional Deployment Emerson and IBM GBS 1 PLM PMO/CoE, Global Multi-Divisional Deployment Tano Maenza, PLM PMO, Emerson Bob.

22

Standardized evaluation methodology that can be customized to local requirements.

More detailed analysis of Deployment strategy and requirements.

Alignment to PLM CoE standards evaluation.

Deployment cost estimate.

Key Decision Matrix to trace requirements to solutions

Discovery Phase

Project Management

1. Project Plan

2. Weekly Status Reports

Phase One

3. IT Environment Assessment

4. Assessment of Current State

5. Business Architecture Context

6. Data Migration Plan

7. IT Architecture Strategy

8. Current Organization Assessment

9. Change Readiness Assessment

10. Application Architecture

Phase Two

11. Architecture Model

12. Future Business Process Design

13. High-Level Deployment Strategy

14. Deployment Education and Training Strategy

15. High-Level Solution Plans

16. Key Decisions Matrix

17. IT Operational Model

18. Security Requirements

19. Transition Management Strategy

Page 23: 1PLM PMO/CoE, Global Multi-Divisional Deployment Emerson and IBM GBS 1 PLM PMO/CoE, Global Multi-Divisional Deployment Tano Maenza, PLM PMO, Emerson Bob.

23

ID Task Name ResourceNames

Deliverables

1 UGS Pre-Align Phase (IBM Proposal Generation Phase)Business Case, Requirements Report, Statement of Work

54 UGS Align Phase (IBM Assessment and Recommendation Phase)IT Environment Assessment, Assessment of Current State, Business Architecture Context, Data Migraiton Plan, IT Architectural Strategy, Case for Change, Organizational Assessment, Change Leadership Plan, Change Readiness Assessment

119 UGS Plan Phase (IBM Solution Concept Phase)Application Architecture, Architectural Model, Business Architecture, Future Business Process Design, High-Level Implementation Strategy, Deployment Education and Training Plan, High-Level Solution Plan, Fit-gap Analysis, IT Operational Model, Requirement

202 UGS Design Phase (IBM High Level Design Phase, IBM Low Level Design Phase)Application Model, Development Plan, Test Plan and Results, User Interface Design, Application Build Spec, Detailed Design Spec

203 Refine Requirements and Application Model

214 Refine Architecture Model

219 Design User Interfaces

222 Design Solution Plans

229 Design Test Specifications

234 Build Development Environment

239 Create Client Prototype

242 Define Physical Application Model

247 Plan Development

252 Produce Design Phase Deliverables

259 UGS Build Phase (IBM Build Cycle Phase)Standards and Procedures, Development Test Report, Executables

294 UGS Deploy Phase (IBM Acceptance and Pilot Phase, IBM Deployment and Rollout Phase)Deployment Plan, Data Conversion and Development Specifications, Production Cutover Checklist, Deployment Test Results, Source Code, Transition Mgmt Plan

295 Detailed Organizational Development

300 Plan Deployment

306 Perform User Acceptance Test Testing Specialist - EMR,Testing Specialist - IBM

309 Perform Correction and Regression Testing

313 Refine Training and User Support

319 Produce Acceptance and Pilot Phase Deliverables

326 UGS Post Support Phase (IBM Deployment and Rollout Phase)End-User Deployment Training Materials, Customer Acceptance

S S M T W T F S S M T W T F S S M T W T F S S MOct 28, '07 Nov 4, '07 Nov 11, '07 Nov 18, '07 Nov 25, '07

Standardized Deployment Activity Checklist.

Best-Practice Deployment Roles & Responsibilities.

Template MS- Project Deployment Schedule.

Deliverables Approved scope & project plan.

Budgeted & resource-loaded Project.

PLM CoE solution standards deployment.

Deployment

Page 24: 1PLM PMO/CoE, Global Multi-Divisional Deployment Emerson and IBM GBS 1 PLM PMO/CoE, Global Multi-Divisional Deployment Tano Maenza, PLM PMO, Emerson Bob.

2424

Agenda

Emerson Overview

The PLM PMO/CoE Goal

System/Program Scope

PLM Program Management Office

PLM Center of Excellence

Standards

Divisional Deployments

Partners – Emerson, IBM and Siemens

Page 25: 1PLM PMO/CoE, Global Multi-Divisional Deployment Emerson and IBM GBS 1 PLM PMO/CoE, Global Multi-Divisional Deployment Tano Maenza, PLM PMO, Emerson Bob.

2525

PLM Center of Excellence (CoE)

Governing Body

Develops and Promotes the Development of Corporate PLM Standards

Develops Reference Environment based on Proofs of Concept

Owns and Manages PLM Assets

Maintains PLM Community Site

Page 26: 1PLM PMO/CoE, Global Multi-Divisional Deployment Emerson and IBM GBS 1 PLM PMO/CoE, Global Multi-Divisional Deployment Tano Maenza, PLM PMO, Emerson Bob.

26

Governance & Oversight Model

Ongoing Activities Leadership/Direction/Strategy/Coordination

Business initiatives, standards, technology

Approvals, Waivers Leverage Evolving Best Practices Standards Change Management

Data, Process, Technology, Configurations

Marketing/Promoting/Messaging/Educating Division/Project Assessments

Before, During, After Deployments

Page 27: 1PLM PMO/CoE, Global Multi-Divisional Deployment Emerson and IBM GBS 1 PLM PMO/CoE, Global Multi-Divisional Deployment Tano Maenza, PLM PMO, Emerson Bob.

27

PLM Architecture and Functional Roadmap

Define Architecture All potential functions and integrations

PDM Portfolio/Project Mgmt Requirements Mgmt ERP Procurement/Parts/Supplier Mgmt Mechanical/Electrical/Software Lifecycle Mgmt Integration

Applications, Data and Process Models Multi-Site, Network Design Revisions/Versions

Define Functional Roadmap Deployment strategy

Page 28: 1PLM PMO/CoE, Global Multi-Divisional Deployment Emerson and IBM GBS 1 PLM PMO/CoE, Global Multi-Divisional Deployment Tano Maenza, PLM PMO, Emerson Bob.

28

Supply Chain ManagementSupply Chain Management

Logistics Information Network

Material Information Network

Innovation ManagementInnovation Management

SuppliersSuppliers

LogisticsLogisticsProvidersProviders

EmersonTransaction

Hub

EmersonTransaction

Hub

TeamcenterMCADMCAD

ECADECAD

Core Document, CAD, Change, BOM Mgmt

Rqmts, Compliance, PPM, Mfg Process

Mas

ter

Dat

a C

atal

ogs

Su

pp

liers

, Ite

ms,

Lo

cati

on

s

Em

ers

on

(O

racl

e)

Em

ers

on

(O

racl

e)

Sy

ste

ms

Sy

ste

ms

Design Automation

SupplierPortal

Partners/Partners/CustomersCustomers

Collaboration

Software LCMSoftware LCM

Goal: Integrated Supply Chain

Page 29: 1PLM PMO/CoE, Global Multi-Divisional Deployment Emerson and IBM GBS 1 PLM PMO/CoE, Global Multi-Divisional Deployment Tano Maenza, PLM PMO, Emerson Bob.

29

Chief Technology OfficerVP Supply Chain

Chief Information Officer

Climate Technologies

Industrial Automation

MAC

Network Power

Embedded Power and Computing

Process Management

Tools & Storage

Corporate

Tano Maenza, Emerson PMOBob Christenson, CoE LeadCoE Core Team Membership

Exec Team: TBLs, PBLs, CorpInform and Advise

Sub-Teams(As Needed)Dynamic membership for limited time

… …

NPDAlignment

OracleInterface

PartsManagement

Master PartsCatalogue

Compliance

Partners:Siemens & IBM

CoE Organization

Page 30: 1PLM PMO/CoE, Global Multi-Divisional Deployment Emerson and IBM GBS 1 PLM PMO/CoE, Global Multi-Divisional Deployment Tano Maenza, PLM PMO, Emerson Bob.

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PLM CoE Sub-Team Program Plan

Parts Classification

Master Parts Catalogue

NPD Process Alignment

Environmental Compliance

Tc-Oracle Integration

Parts Mgmt Process

FY08OCT MARDEC JUN SEP

• Parts classification schemas• Tc Proof of Concept

• Create, release, select/reuse, obsolete• Parts Mgmt Tc Proof of Concept• End-to-End Proof of Concept

• IT tool selection• Standard functions/schema• Tc Proof of Concept

• Standard functions• Tc Proof of Concept

Design/ Build/ Deploy AR

• NPD Templates• Tc Proof of Concept

Export Compliance

• Standard functions• Tc Proof of Concept

• Standard integrations• Tc Proof of Concept

• Design/Build/Deploy AR

• Design/Build/Deploy AR

Page 31: 1PLM PMO/CoE, Global Multi-Divisional Deployment Emerson and IBM GBS 1 PLM PMO/CoE, Global Multi-Divisional Deployment Tano Maenza, PLM PMO, Emerson Bob.

31

Community Site

Provides central single source of truth for CoE documents through vaulting

Adds asynchronous collaboration through discussion boards, Issues lists

Demonstrates commitment to recommended PLM approved technology

Provides management of CoE team members PLM roles and responsibilities

Improves communication to CoE team members

Page 32: 1PLM PMO/CoE, Global Multi-Divisional Deployment Emerson and IBM GBS 1 PLM PMO/CoE, Global Multi-Divisional Deployment Tano Maenza, PLM PMO, Emerson Bob.

32

Community Site Contents

PLM CoE Activities Schedule

CoE Team Members List

CoE Sub-Team Activity

Special Projects

Hosted Solution

Issues Tracking

PLM ROI Calculator

CoE Discussion Board

CoE Surveys

PLM CoE Announcements

PLM CoE Monthly Newsletters

Support Center

Emerson Help Desk

Siemens Support

Siemens Teamcenter Information

Teamcenter Suite info links

Siemens CAD/CAM/CAE

Design Engineering Solutions

Page 33: 1PLM PMO/CoE, Global Multi-Divisional Deployment Emerson and IBM GBS 1 PLM PMO/CoE, Global Multi-Divisional Deployment Tano Maenza, PLM PMO, Emerson Bob.

3333

Agenda

Emerson Overview

The PLM PMO/CoE Goal

System/Program Scope

PLM Program Management Office

PLM Center of Excellence

Standards

Divisional Deployments

Partners – Emerson, IBM and Siemens

Page 34: 1PLM PMO/CoE, Global Multi-Divisional Deployment Emerson and IBM GBS 1 PLM PMO/CoE, Global Multi-Divisional Deployment Tano Maenza, PLM PMO, Emerson Bob.

3434

Standards

Data Model

Process Model

Functional Capabilities

Global Engineering Strategy

Reference System Architecture

Corporate Application Architecture

Reference Environment Configuration

Page 35: 1PLM PMO/CoE, Global Multi-Divisional Deployment Emerson and IBM GBS 1 PLM PMO/CoE, Global Multi-Divisional Deployment Tano Maenza, PLM PMO, Emerson Bob.

3535

Standards

Data Model

Process Model

Functional Capabilities

Global Engineering Strategy

Reference System Architecture

Corporate Application Architecture

Page 36: 1PLM PMO/CoE, Global Multi-Divisional Deployment Emerson and IBM GBS 1 PLM PMO/CoE, Global Multi-Divisional Deployment Tano Maenza, PLM PMO, Emerson Bob.

36

PLM CoE Level 1 Data Model (RDA)

Page 37: 1PLM PMO/CoE, Global Multi-Divisional Deployment Emerson and IBM GBS 1 PLM PMO/CoE, Global Multi-Divisional Deployment Tano Maenza, PLM PMO, Emerson Bob.

3737

Standards

Data Model

Process Model

Functional Capabilities

Global Engineering Strategy

Reference System Architecture

Corporate Application Architecture

Page 38: 1PLM PMO/CoE, Global Multi-Divisional Deployment Emerson and IBM GBS 1 PLM PMO/CoE, Global Multi-Divisional Deployment Tano Maenza, PLM PMO, Emerson Bob.

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PLM CoE Level 1 Process Model (Example)

Start

Legend: Decision EventGrouped activities

System

Task

2.1 Create an Internal Part

Engineer

Connector

Inputs:· Internal part

specification/ requirements

· Part design· Workflow

Teamcenter

Search for internal part

Related internal part(s)

found?No

Yes

Teamcenter

Obtain the internal part

1.2.1 Create a design

Teamcenter

Associate internal part design/

specification to the internal partTeamcenter

Complete the internal part

form

Teamcenter

Create an internal part

object

End

CO required?

No

Yes

6.3 Process a CO

Teamcenter

Provide comment

Approve the internal part?

No

Yes

Require an internal part

update?

No

Yes

Teamcenter

Review comments

Teamcenter

Distribute internal part

status

Manual

Resolve comment

Teamcenter

Route internal part for

approval

Approval required?

No

Yes

Teamcenter

Review internal part for

approvalApprover

Internal part design exist?

No

Yes

Teamcenter

Select review part(s)

Meet part requirement?

No

Yes

Teamcenter

Update the internal partDoes an internal

specification exist?

No

Yes

1.1.1 Create a design

Page 39: 1PLM PMO/CoE, Global Multi-Divisional Deployment Emerson and IBM GBS 1 PLM PMO/CoE, Global Multi-Divisional Deployment Tano Maenza, PLM PMO, Emerson Bob.

39

New Part/Change Management

Level 1 New Part and Change Management processes– Investigation Request, Chance Request, Change Order, Change Notice

IR Investigation Request

Could you look into this?

An object that identifies any product-related problem or opportunity, without necessarily identifying the potential resolution.

Can lead to and be related to one or more CRs and COs. Also, many IRs can be associated with one CR.

CR Change Request

May We Make a Change?

An object that references the problem or opportunity, proposed solutions, and related information. A CR contains sufficient information to allow a decision to proceed further with the change.

Can lead to and be related to one or more COs. Also, many CRs can be associated with one CO.

CO Change Order

Please Make a Change and Release Item/ Part/EBOM

An object that references the problem, originating CR(s), solutions, and/or related information. A CO contains sufficient information to incorporate the change. It is used to manage the creation and changes to product information, and the release of Parts and EBOM to manufacturing.

Can lead to and be related to one or more CNs for releasing one or more MBOMs. Closed when Part/EBOM changes have been implemented in Manufacturing or non-ERP Items have been released.

CN Change Notice

Part/MBOM Change to be Implemented in Manufacturing

An object that represents a notice to manufacturing describing Parts/MBOMs being implementation at specific ERP/instance/Org. Only used for sites passing MBOMs from Teamcenter to ERP.

Closed when the Part/MBOM changes have been implemented within manufacturing.

Page 40: 1PLM PMO/CoE, Global Multi-Divisional Deployment Emerson and IBM GBS 1 PLM PMO/CoE, Global Multi-Divisional Deployment Tano Maenza, PLM PMO, Emerson Bob.

4040

Standards

Data Model

Process Model

Functional Capabilities through Subteams

Global Engineering Strategy

Reference System Architecture

Corporate Application Architecture

Page 41: 1PLM PMO/CoE, Global Multi-Divisional Deployment Emerson and IBM GBS 1 PLM PMO/CoE, Global Multi-Divisional Deployment Tano Maenza, PLM PMO, Emerson Bob.

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CoE Subteams

Parts Classification

Parts Management

Environmental Compliance

Technology Export Compliance

New Product Development Alignment

ERP-PLM Integration

Master Parts Catalogs

Page 42: 1PLM PMO/CoE, Global Multi-Divisional Deployment Emerson and IBM GBS 1 PLM PMO/CoE, Global Multi-Divisional Deployment Tano Maenza, PLM PMO, Emerson Bob.

42

CoE Subteams

Parts Classification

Parts Management

Environmental Compliance

Technology Export Compliance

New Product Development Alignment

ERP-PLM Integration

Master Parts Catalogs

Page 43: 1PLM PMO/CoE, Global Multi-Divisional Deployment Emerson and IBM GBS 1 PLM PMO/CoE, Global Multi-Divisional Deployment Tano Maenza, PLM PMO, Emerson Bob.

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Parts Classification Scope

Establish enterprise-wide part classification schema for catalog parts with divisional hierarchy road map for build to print parts and sub assembly

Develop common part definitions to enable part re-use at a site, division and corporate level.

Leverage industry standards in part classification and attributes.

Define data requirements to enable future design collaboration, part cataloging and new part introduction process.

Define data load strategy. Solutions must be able to be implemented within Teamcenter. Prototype classification schema for integration between

Teamcenter and MIN Define Governance between Data Model and Part

Classification

Page 44: 1PLM PMO/CoE, Global Multi-Divisional Deployment Emerson and IBM GBS 1 PLM PMO/CoE, Global Multi-Divisional Deployment Tano Maenza, PLM PMO, Emerson Bob.

44

CoE Subteams

Parts Classification

Parts Management

Environmental Compliance

Technology Export Compliance

New Product Development Alignment

ERP-PLM Integration

Master Parts Catalogs

Page 45: 1PLM PMO/CoE, Global Multi-Divisional Deployment Emerson and IBM GBS 1 PLM PMO/CoE, Global Multi-Divisional Deployment Tano Maenza, PLM PMO, Emerson Bob.

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Process–P/N selection/reuse–Preferredness–Custom or Catalog –Classification

Common Tools–Teamcenter–Oracle–Material Selector–MIN

Management System

–Teams

Development Efficiency

–Expense–Cycle Time

Procurement Cost

–Volume Purchases–Price Takedown Advantage

Mfg Cost–Logistics–Inventory

Warranty–Repair Action Expense

–Field Inventory

Key Elements

Business Benefits

Common Metrics

Key Parts Management Elements

Page 46: 1PLM PMO/CoE, Global Multi-Divisional Deployment Emerson and IBM GBS 1 PLM PMO/CoE, Global Multi-Divisional Deployment Tano Maenza, PLM PMO, Emerson Bob.

46

CoE Subteams

Parts Classification

Parts Management

Environmental Compliance

Technology Export Compliance

New Product Development Alignment

ERP-PLM Integration

Master Parts Catalogs

Page 47: 1PLM PMO/CoE, Global Multi-Divisional Deployment Emerson and IBM GBS 1 PLM PMO/CoE, Global Multi-Divisional Deployment Tano Maenza, PLM PMO, Emerson Bob.

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Key Project Activities

Defined Environmental Compliance requirements

Must manage compliance data effectively and efficiently

Must integrate with any type of PLM or part management system that exists in the Divisions

Must address existing and future environmental legislation to be useful in the long term (especially REACH)

REACH, EU RoHS, China RoHS, WEEE, etc.

Must have a user friendly interface so that staff “use the software” instead of shelving it because it is “too hard to use”

Evaluated and Selected Teamcenter Environmental Compliance (TcEC)

Currently Developing Deployment Strategy in support of REACH

Page 48: 1PLM PMO/CoE, Global Multi-Divisional Deployment Emerson and IBM GBS 1 PLM PMO/CoE, Global Multi-Divisional Deployment Tano Maenza, PLM PMO, Emerson Bob.

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CoE Subteams

Parts Classification

Parts Management

Environmental Compliance

Technology Export Compliance

New Product Development Alignment

ERP-PLM Integration

Master Parts Catalogs

Page 49: 1PLM PMO/CoE, Global Multi-Divisional Deployment Emerson and IBM GBS 1 PLM PMO/CoE, Global Multi-Divisional Deployment Tano Maenza, PLM PMO, Emerson Bob.

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Technology Compliance Team

All U.S. origin technology is subject to the various U.S. export regulations

Regardless of where in the world the technology resides Regardless of how exported (hardcopy, electronic, oral, etc.)

Team will review requirements and advise regarding International Trade Compliance

Requirements include: Regulatory Jurisdiction (EAR, ITAR, etc.) Export Classification to determine license requirements Determination of access controls required

Define technology, technical data potentially requiring export licenses, e.g. EAR controlled technology licensing depends on country,

recipient nationality ITAR controlled technology data restricted to any foreign

national, even if Emerson employee, even if in U.S. Best practices Technology Control Plans (TCP)

Page 50: 1PLM PMO/CoE, Global Multi-Divisional Deployment Emerson and IBM GBS 1 PLM PMO/CoE, Global Multi-Divisional Deployment Tano Maenza, PLM PMO, Emerson Bob.

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CoE Subteams

Parts Classification

Parts Management

Environmental Compliance

Technology Export Compliance

New Product Development Alignment

ERP-PLM Integration

Master Parts Catalogs

Page 51: 1PLM PMO/CoE, Global Multi-Divisional Deployment Emerson and IBM GBS 1 PLM PMO/CoE, Global Multi-Divisional Deployment Tano Maenza, PLM PMO, Emerson Bob.

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Level 1 Part Creation & Change Management Alignment To New Product Development Process

PLM Data Model

Part Creation Process Model

Change Management Process Model

New Product Development Process

Page 52: 1PLM PMO/CoE, Global Multi-Divisional Deployment Emerson and IBM GBS 1 PLM PMO/CoE, Global Multi-Divisional Deployment Tano Maenza, PLM PMO, Emerson Bob.

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NPD/Change Mgmt and Part Creation

Requires integration between NPD with PLM Change Mgmt and Part Creation

New Product Development Process -- 2007

Market Research

Idea Generation

Concept Feasibility

Concept Development &

Project PlanningDesign &

Development Ramp Up

Launch & Production

StartUp ProductionInvestigation RequestChange RequestChange OrderChange Notification

RequiredOptional

Not Used

Page 53: 1PLM PMO/CoE, Global Multi-Divisional Deployment Emerson and IBM GBS 1 PLM PMO/CoE, Global Multi-Divisional Deployment Tano Maenza, PLM PMO, Emerson Bob.

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CoE Subteams

Parts Classification

Parts Management

Environmental Compliance

Technology Export Compliance

New Product Development Alignment

ERP-PLM Integration

Master Parts Catalogs

Page 54: 1PLM PMO/CoE, Global Multi-Divisional Deployment Emerson and IBM GBS 1 PLM PMO/CoE, Global Multi-Divisional Deployment Tano Maenza, PLM PMO, Emerson Bob.

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Master Data Item “Ownership”Walk

Team

center

Oracle

Inventory

CAD DrawingOwn

Change NoticeOwn Reference

Oracle

Engineerin

g

Manufacturing RoutingOwn

Inventory OrganizationOwn

MBOMOwn

Manufacturing ItemOwn

Item CostOwnReference

EBOMAddCreate

Engineering ItemAddCreate

Oracle

Engineerin

g

Page 55: 1PLM PMO/CoE, Global Multi-Divisional Deployment Emerson and IBM GBS 1 PLM PMO/CoE, Global Multi-Divisional Deployment Tano Maenza, PLM PMO, Emerson Bob.

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Master Data Item “Ownership”Run

Team

center /C

ollaborative C

ontext/MS

E

Oracle

Inventory

Change NoticeOwn Reference

Oracle

Engineerin

g

EBOMReferenceOwn

Engineering ItemReferenceOwn

Manufacturing ItemAddCreate

MBOMAddCreate

Inventory OrganizationCreateReference

Item CostCreateReference

CAD DrawingOwn

Page 56: 1PLM PMO/CoE, Global Multi-Divisional Deployment Emerson and IBM GBS 1 PLM PMO/CoE, Global Multi-Divisional Deployment Tano Maenza, PLM PMO, Emerson Bob.

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CoE Subteams

Parts Classification

Parts Management

Environmental Compliance

Technology Export Compliance

New Product Development Alignment

ERP-PLM Integration

Master Parts Catalogs

Page 57: 1PLM PMO/CoE, Global Multi-Divisional Deployment Emerson and IBM GBS 1 PLM PMO/CoE, Global Multi-Divisional Deployment Tano Maenza, PLM PMO, Emerson Bob.

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The goal is to establish a single Part Master, residing at the enterprise level, that is accessible and usable by the 60+ Emerson Divisions and cross-functional communities (Engineering, Sourcing, Logistics, Manufacturing, etc.).

The Master Part Catalog will be integrated within the overall Emerson architecture and Teamcenter instances.

Emerson Master Part Catalog

Page 58: 1PLM PMO/CoE, Global Multi-Divisional Deployment Emerson and IBM GBS 1 PLM PMO/CoE, Global Multi-Divisional Deployment Tano Maenza, PLM PMO, Emerson Bob.

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Standards

Data Model

Process Model

Functional Capabilities

Global Engineering Strategy

Reference System Architecture

Corporate Application Architecture

Page 59: 1PLM PMO/CoE, Global Multi-Divisional Deployment Emerson and IBM GBS 1 PLM PMO/CoE, Global Multi-Divisional Deployment Tano Maenza, PLM PMO, Emerson Bob.

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Global Engineering Strategy

Globally synchronized product and component data with uniform performance access across collaborating sites.

Means for exchanging product and component data among divisions with different L3 data models.

Defined migration path to strategic applications.

Defined technology refresh and support plan for strategic applications.

Enterprise-wide, globally-shared licensing for strategic applications.

Standardize Best-Cost Design Engineering Centers

Page 60: 1PLM PMO/CoE, Global Multi-Divisional Deployment Emerson and IBM GBS 1 PLM PMO/CoE, Global Multi-Divisional Deployment Tano Maenza, PLM PMO, Emerson Bob.

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Standards

Data Model

Process Model

Functional Capabilities

Global Engineering Strategy

Reference System Architecture

Corporate Application Architecture

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Technical Architecture

Page 62: 1PLM PMO/CoE, Global Multi-Divisional Deployment Emerson and IBM GBS 1 PLM PMO/CoE, Global Multi-Divisional Deployment Tano Maenza, PLM PMO, Emerson Bob.

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Standards

Data Model

Process Model

Functional Capabilities

Global Engineering Strategy

Reference System Architecture

Corporate Application Architecture

Page 63: 1PLM PMO/CoE, Global Multi-Divisional Deployment Emerson and IBM GBS 1 PLM PMO/CoE, Global Multi-Divisional Deployment Tano Maenza, PLM PMO, Emerson Bob.

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Proposed Parts Mgmt Hierarchy

MIN

Parts ClassificationMaster Catalog

ERP1 ERP2 ERP4ERP3

ClassificationData / Item Master

Tc A Tc B

CAD5 CAD6 CAD7 CAD8

TransactionData

DIV A DIV B

Reporting & Analytics

Create/Update

SubclassQuery

ResultsParametersCAD Integration

Released

TransactionData(100+ Sources

Page 64: 1PLM PMO/CoE, Global Multi-Divisional Deployment Emerson and IBM GBS 1 PLM PMO/CoE, Global Multi-Divisional Deployment Tano Maenza, PLM PMO, Emerson Bob.

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Agenda

Emerson Overview

The PLM PMO/CoE Goal

System/Program Scope

PLM Program Management Office

PLM Center of Excellence

Standards

Divisional Deployments

Partners – Emerson, IBM and Siemens

Page 65: 1PLM PMO/CoE, Global Multi-Divisional Deployment Emerson and IBM GBS 1 PLM PMO/CoE, Global Multi-Divisional Deployment Tano Maenza, PLM PMO, Emerson Bob.

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Divisional Deployments

Divisions representing over two-thirds of Emerson’s revenue are actively involved in PLM

Pre-Alignment

Discovery

Deployment

Divisions are following the standards established by the PLM CoE, and are tracked by the PLM PMO

Page 66: 1PLM PMO/CoE, Global Multi-Divisional Deployment Emerson and IBM GBS 1 PLM PMO/CoE, Global Multi-Divisional Deployment Tano Maenza, PLM PMO, Emerson Bob.

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Agenda

Emerson Overview

The PLM PMO/CoE Goal

System/Program Scope

PLM Program Management Office

PLM Center of Excellence

Standards

Divisional Deployments

Partners – Emerson, IBM and Siemens

Page 67: 1PLM PMO/CoE, Global Multi-Divisional Deployment Emerson and IBM GBS 1 PLM PMO/CoE, Global Multi-Divisional Deployment Tano Maenza, PLM PMO, Emerson Bob.

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Three Teams Playing as One

1. Emerson knowledge and experience base enriched with Deep PLM process and industry knowledge from IBM and Siemens PLM.

2. Accelerated deployment and solutions implementation with best practices from Siemens and IBM adapted to Emerson company and products

Net Result: Reduced Time to Achieve Greater Ongoing ROI

Siemens PLM

IBM

Emerson

Page 68: 1PLM PMO/CoE, Global Multi-Divisional Deployment Emerson and IBM GBS 1 PLM PMO/CoE, Global Multi-Divisional Deployment Tano Maenza, PLM PMO, Emerson Bob.

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Business Innovation

Proven P

rocesses

and Expertise

Pro

duct

Inno

vatio

n

Lead

ing

Edg

e To

ols

and

App

licat

ions

InfrastructureFlexible, Open and Secure IT

Infrastructure

IBM – Executing the PLM Strategy

IBM Global Business ServicesPLM Consulting

Strategy and Change ConsultingBusiness Transformation

Systems Integration

IBM Global Technology ServicesOn-Demand Services

Outsourcing

IBM R&DCustomer-driven

research and development

PLM Centers of Excellence

IBM Systems and Technology Group

Page 69: 1PLM PMO/CoE, Global Multi-Divisional Deployment Emerson and IBM GBS 1 PLM PMO/CoE, Global Multi-Divisional Deployment Tano Maenza, PLM PMO, Emerson Bob.

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IBM’s Role at Emerson

Provides Consulting Services in Support of

Program and Project Management through Project Management Office

Standards Development through Center of Excellence

PLM Best Practices Guidance

Effective REACH Compliance Strategy

Global Engineering Strategy Thought Leadership

Project Management and Process/Technical Consultants for Divisional Deployments

Page 70: 1PLM PMO/CoE, Global Multi-Divisional Deployment Emerson and IBM GBS 1 PLM PMO/CoE, Global Multi-Divisional Deployment Tano Maenza, PLM PMO, Emerson Bob.

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Siemens’ Role at Emerson

Provides Teamcenter Software

Provides Consulting Services in support of

PLM Best Practices

Application Deployment

System Architectures

Page 71: 1PLM PMO/CoE, Global Multi-Divisional Deployment Emerson and IBM GBS 1 PLM PMO/CoE, Global Multi-Divisional Deployment Tano Maenza, PLM PMO, Emerson Bob.

71PLM PMO/CoE, Global Multi-Divisional DeploymentEmerson and IBM GBS

71

Thank You


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