IBM Internal - WSP PCD Request General User Interface (GUI) Basic Training December 11, 2013.

IBM Internal - WSP PCD Request General User Interface (GUI) Basic TrainingDecember 11, 2013

Agenda

Introductions – WSP and Environmental RegulationsIBM – WSP PCD Requests Process FlowPCD Workflow Process Overview of PCD Request Portal (GUI) with Live Demo /

Walkthrough Q&A

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ACTIVE IN 5 MARKET SEGMENTS

OUR EXPERTISEWSP

TRANSPORTATION

Roads & Highways

Transit

Rail

Aviation

Ports

Bridges

INDUSTRIAL &ENERGY

INFRASTRUCTURE

Land Development

Linear Infrastructure

Water Supply

Water Treatment

Landfill Sites

Waste Management

Public Utilities

Communication and Technology

Marine & Coastal

Mining

Oil & Gas

Pulp & Paper

Pharmaceutical

Agrifood

Hydroelectricity

Wind

Solar

Thermal

$1.0 bn2012 NET

REVENUES*

$125 M2012 EBITDA

excluding unusual items EMPLOYEES

WORLDWIDE

15000

ENVIRONMENT

Product & Supply Chain

Sustainability Strategies

Digital Services

EHS Compliance

Site remediation

Permitting

Air Quality

Risk Management

Energy Management

Transaction Support

PROPERTY

Education

Sports & Cultural

Hospitality & Leisure

Commercial

Government

Healthcare

Residential

Retail

Industrial

Terminals

High Rise

* Revenues include WSP results for 5 months only (Aug 1 – Dec 31 2012)

Proliferation of Environmental Regulations

EU RoHS Recast

EU REACH & SVHC

US California Proposition 65

EU Battery Directive

Norway PoHS

California Safe Drinking Water and Toxic Enforcement Act

China RoHS

Toxic Substances Control Act (TSCA)

Full Material Disclosure

Product Content Disclosure

Hazardous Substances

Energy

Waste

Bisphenol-A “BPA Free”

EU RoHS and WEEE Directives

Korea e-Standby

Energy Star Program

4

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PCD Workflow Process

Development releases Bill of Material (BoM) with Part Number (PN).

Development communicates to ISC Engineering (includes. MFG Engineering) the BoM and part list for ISC Engineers for Pre-analysis /Sourcing

ISC Engineers request PCDs from Suppliers via own manual process or IBM 3rd Party Service Provider (Preferred Method)

• Supplier Part Change Notification (PCN) process may activate IBM Engineering Change (EC).

i2eXplore updated with PCD information

Brand defines product; Development outlines system parts.

Development or ISC Engineering releases IBM PN information into Product Manager (PM) and i2eXplore.

• Part with an IBM PN must have a PCD.• Brandfile is derived from the BoM in PM• Electronic Product Environmental Profile (PEPe) is derived from

the BoM and PCDs in i2eXplore• PCD information is aggregated at assembly level during PEPe

Suppliers fill out PCD with material information based on Suppliers value-add to product *

PEPe aggregates PCD information based on BOM structure. Asking supplier to fill in information existing in an IBM PN would incur double aggregation of material information.

ISC Engineers or IBM 3rd Party Service Provider loads PCDs after initial data validation

Note: ISC Engineers have ability to validate PCD information

ISC Engineer (Procurement Engineers, Procurement Quality Engineers, Manufacturing Engineers - PEs / PQEs / MEs): 1. Understand 46G3772 changes.2. Work with the supplier and ensure

supplier is educated on all specifications for compliance

Data pulled from ERE, etc., is secondary , and often dated information and ONLY the active PM data, representing BoMs is the defacto current build info for PNs, PCDs, etc., Secondary data, if incorrect, places IBM at risk because we are misguiding the ODMs

Part may be a subassemblyPart may be a full assemblyPart may be part of a larger assemblyPart may be ODM/OEM or IBM designed

rev: 10-16-13 …process owned by CoE Chair, J Adams.

“Suppliers value-add”: means component part and assembly process content for the assembly being shipped that is not described in Product Manager (PM) under that IBM PN and its BOM structure below the ship level part number.

IBM – WSP PCD Requests Process Flow

Below is the process flow of the PCD request, initiated by IBM up to delivery of the PCD form to IBM (Ideal end to end Process)

IBM Submits request for PCD to WSP

WSP contacts the Supplier regarding the request.

Supplier provides WSP the accomplished PCD form

WSP validates the PCD form

WSP delivers validated PCD data to IBM

Request WSP & Supplier communication & interaction Validation

Delivery

Throughout the process, WSP maintains tracking information about the request, parts, accuracy of the results, etc.

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PCD Request Portal (WSP-PCD Requester GUI) How to create PCD Requests

Discussion Topics Log in Page

• First Log in• Forgot Password• Remember Me

Home Page• Home• Create PCD Request – Highlight of the

Training• My PCD Requests – How to manage

the created Requests• PCD Status Reports• User Profile• Reports• Help• System Updates and Alerts• Logout

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PCD Request Portal (IBM Requester’s GUI) How to create PCD Requests (continued..)

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User AccountsAccounts can be created by administrators of the system for users.

Question: How can I request for an account?Answer: You may send your account request to the following contacts: IBM : [email protected] WSP: [email protected] / [email protected] / [email protected]

Question : What are the information required to set up an account?Answer: The minimum information required for accounts setup in bulk or by an administrator are the following:

First Name Last Name Role Commodity Email address Login Name

Users are created using the “User Profile” link from the menu banner at the top of the page and then the “Create User” from the submenu.

If you are not a user with admin privileges, you will NOT have the “Create User” menu item.


URL: http://pcd-supplier-support.com/IBMPCD/

First Log in Upon the first login, you will be presented with the user profile to make any required modifications. After you have modified you account as needed click the “Save” button to continue.

Forgot Password? To have a new password generated, click on the “Forgot Password?” link, Provide the requested information and click “Get New Password” After logging in using the new password, the system requires you to change password .

Remember Me Enable the check box for “Remember Me”, the system automatically saves the username and reappears the next time you login

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Log in Page


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Home Page Tab

After successfully logging in, you will be taken to the IBM PCD GUI Home page.

The home page contains a “menu banner” that allows the user to navigate to the different pages/functionality

Shows current statistics regarding PCD Requests which the logged in user have submitted

Includes system updates , alerts and reminders intended for anyone who logs in to the system.

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Create PCD Request Tab

Clicking “Create PCD Request” will take the user to the PCD Request screen. With this, the user can submit requests for PCDs to be collected.

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To submit a request, the user needs to fill in the request form.

Part 1: Tracking Information section: Requester, Supplier and Supplier Contact info

Supplier Name & Supplier Contact – select from dropdown list

Manage Suppliers – Allows you to add, modify, or delete supplier contact information Note: The supplier contact information you have chosen / given will be used by WSP to source the PCD.

Click Here

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Workgroup – Distribution list for notifications

Part 2: Tracking Information section: Workgroup and Workgroup Management

Click Here

Click Here

Choose a name

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Part 2: Tracking Information section: Workgroup and Workgroup Management (continued..)

Click Here

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Part 3: Indicator questions Indicate if the part on the request is an assembly containing a

battery. This indicator will be used to evaluate the PCD forms returned against the request to ensure that the supplier has provided information about the battery.

Indicate if the part is Cable Assembly or not.

Part 4: Part Information Section: Filling in the Parts Grid

Three Methods to Input Parts in the GridMethod 1: Enter the parts one by one by typing or pasting the IBM Part number into the grid* Once you entered the IBM Part number, other fields will be automatically populated as indicated below.

Manual InputSystem - PopulatedWith dropdown (YES/NO)

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Part 4: Part Information Section: Filling in the Parts Grid (continued..)

Methods to input parts in the grid (continued..)

Method 2: Search the eXplore database and select parts you want to enter on the parts grid.

Click Here

Manual Input Click Here

Step 1: Click Search DBStep 2: Input Part Number you want to search in the Enter Search Criteria barStep 3: Click Search

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Methods to input parts in the grid (continued..)Method 2: Search the eXplore database and select parts you want to enter on the parts grid. (continued..)

Upon clicking the Search button, a list of Part numbers will appear. Select parts (by checking the check box) you want to enter on the parts grid, then click Add To List button.

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Part 4: Part Information Section: Filling in the Parts Grid


Methods to input parts in the grid (continued..)Method 2: Search the eXplore database and select parts you want to enter on the parts grid. (continued..)

Confirming the selected PNs will make them move up to the official list of requested PNs

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Method 3: Upload an XLS file that contains the part numbers.

Click the buttons in this order:

Upload File Browse Upload

Follow the prompts as instructed

IBM Part Load template should be used

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Grid Manipulation

• To edit a row, select the record and field you would like to edit, make the required modification and tab through the row. The row will need to be revalidated after the edit.

• To delete a part, select the row you would like to delete and press the delete key.

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Special case: PNs requiring an exact IBM Part Number, Supplier Part Number and Supplier Name between the PCD and Explore

Note the remarks and do what is being instructed

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Methods to input parts in the grid (continued..)Special case: PNs requiring an exact IBM Part Number, Supplier Part Number and Supplier Name between the PCD and Explore (continued..)

The system generates an email notification to the user to update the details of the Part numbers in explore.

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Part 5: PCD TAT (Turn Around Time) and Results Validation

Turn Around Time• As the grid is filled in, the turnaround time is calculated based on the commodity. • If you are ok with the turnaround time leave the selection for Priority on “Standard”. • If the request is of high priority, click the “SPECIAL” button and utilize the calendar to select a turnaround

time manually.

Results ValidationIf you wish to be notified when a PCD is ready and can be validated, check the box “Notify me when PCD results are available so I may validate”.

Minimum TAT that can be used for “Special” is 6 days

SubmitAfter you have input the required information on the PCD request screen, select the SUBMIT button.

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Part 6: Submitting the Request

PCD Request SummaryThe form is programmatically validated and you will be presented with a “PCD Request Summary” that contains the information as shown in the screenshot.

Click Here

ConfirmAfter reviewing the PCD request Summary and found out that all details are correct, click the CONFIRM button.

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My PCD Requests Tab

Lists all the PCD requests that are currently in process or recently closed for which you are the requester .

Segmented into queues based on the status of the parts, PCD forms that are returned and require review, escalation etc.

PCD Request Portal (IBM Requester’s GUI) How to Manage My PCD Requests

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PCD Requests Details - Clicking on the PCD Request Number will take the user to the “PCD Request Details” screen.

My PCD Requests Tab

PCD Request Portal (IBM Requester’s GUI) How to Manage My PCD Requests (cont..)

Applying Comments - All comments are manually entered by clicking the link as highlighted in the screenshot. These will be recorded in the comment history so as to be available during the life of the PCD request.

Request Level Comments Part level Comments

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My PCD Requests Tab

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My PCD Requests Tab

Escalations

Escalation : any concern that requires immediate attention of the requester (i.e. unresponsive supplier); results from any situation that may prevent WSP to proceed with the PCD processing

This functionality allows the requester to manage the escalations from WSP Analysts..

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My PCD Requests Tab

Duplicating the Request

This functionality allows the requester to automatically duplicate the previously requested Part Numbers.

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My PCD Requests TabCancellation of PCD Requests

This functionality allows the requester to Cancel the request.

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My PCD Requests TabHow to validate (Accept or Reject) a PCD Submission

When WSP receives a completed PCD form from the supplier, they will upload this form to the validation engine.

The validation engine will produce a LOG that is inspected by WSP.

WSP also applies a visual check to the PCD form to check for errors that cannot be caught with a programmatic check.

WSP will either accept or reject the PCD.

WSP

After WSP finishes the inspection and the PCD form has been accepted, IBM will receive an automated email from the PCD GUI system indicating the PCD is ready for validation.

This email includes the review comments by WSP and an embedded link which allows the user to reach PCD Review page directly.

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My PCD Requests TabHow to validate (Accept or Reject) a PCD Submission (cont..)

To validate the form the user will select the PCD FORM that requires inspection. The form that requires inspections will be denoted with a link entitled “Review PCD” found in the “ACTION” column.

Click Here

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My PCD Requests TabHow to validate (Accept or Reject) a PCD Submission (cont..)Clicking the PCD request No. will show you the PCD request details.

Click HereTake Note of the Status

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My PCD Requests TabHow to validate (Accept or Reject) a PCD Submission (cont..)Click on either of the following to validate the PCD processed by WSP.

View PCD – To open/download the actual PCD View Log - To view the log/validation results generated by the validation engine.

Click Here Click Here

Scrolling Down

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My PCD Requests TabHow to validate (Accept or Reject) a PCD Submission (cont..)

After the inspection is complete, the user can enter the review comments in the text box. Select either ACCEPT PCD or REJECT PCD and click the SUBMIT button.

Accept PCD - PCD form is sent to the eXplore systemReject PCD - PCD form is sent to WSP associate for another review/correction.

Scrolling Down

Click HereChoose from the two options

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PCD Request Portal (IBM Requester’s GUI)

Help TabWhat can you find here? User Manual – user Guide Event Playback – recorded training sessions Calendar - Scheduled training session and other events Links – helpful links and references Contact Us – contact information of the people you may ask for help and other inquiries

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PCD Request Portal (IBM Requester’s GUI)

Live Demo and Q&A

Useful Links and Resources

IBM product stewardship:http://www.ibm.com/ibm/environment/products/

Baseline Environmental Requirements for Supplier Deliverables to IBM:http://www.ibm.com/ibm/environment/products/especs.shtml

Product Content Declaration for IBM Suppliers:http://www.ibm.com/ibm/environment/products/ecpquest.shtml

PCD Supplier Support Portalhttp://pcd-supplier-support.com

PCD Training Materials (external) http://pcd-supplier-support.com/html/event_playback.html

PCD User Guide and Training Materials (Internal)http://pcd-supplier-support.com/IBMPCD/help/index.html

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http://www.ibm.com/ibm/environment/products/

http://www.ibm.com/ibm/environment/products/especs.shtml

http://www.ibm.com/ibm/environment/products/ecpquest.shtml

http://pcd-supplier-support.com/

http://pcd-supplier-support.com/html/event_playback.html

http://pcd-supplier-support.com/html/event_playback.html

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WSP Group Environment & Energy

Project Lead - IBMLeslie Mae de Leon (Manila, Philippines)[email protected](63) 310-5024

Project DirectorTord Dennis (LA,USA)

[email protected]+1-214-514-7039

ContactsWSP Group / IBM

Manila Projects - Team LeadTeresa Visto (Manila, Philippines)[email protected](63) 310-5024

IBMWSP Project Manager

Mary Beth Fletcher (USA)[email protected]

T/L 293-5648 External: (845) 433-5648

WSP Project Manager (Backup)Jeff Lagler (Maryland, USA)

[email protected](240) 912 4947

CoE Technical Lead and ChairJackie Adams (Raleigh, USA)

[email protected] (919) 254 1237

mailto:[email protected]








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Reference SlidesIBM’s Environmental Program – Product Stewardship and the Role of WSP

IBM’s Environmental Program – Product Stewardship

Environment - Product Stewardship “IBM's Product Stewardship program was established in 1991 to bring additional focus to the corporate environmental affairs policy objectives on product environmental design and performance. (…)”

The Product Stewardship program is a part of the overall Environmental Management System (EMS) with objectives that include:

Develop products with consideration for their upgradeability to extend product life. Develop products with consideration for their reuse and recyclability at the end of

product life. Develop products that can safely be disposed of at the end of product life. Develop and manufacture products that use recycled materials where they are

technically and economically justifiable. Develop products that will provide improvements in energy efficiency and/or reduced

consumption of energy. Develop products that minimize resource use and environmental impacts through

selection of environmentally preferred materials and finishes.

Web Address: http://www.ibm.com/ibm/environment/products/

Environmental design requirements are communicated and verified with suppliers through the following tools:Engineering Specification 46G3772: Baseline Environmental Requirements for Supplier Deliverables to IBM

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http://www.ibm.com/ibm/environment/policy/

http://www.ibm.com/ibm/environment/products/



IBM’s Environmental Program – Product Stewardship – Baseline Environmental Requirements for Supplier Deliverables to IBM – Product Content Declaration (PCD)

Environment - Product Stewardship – Baseline Environmental Requirements for Supplier Deliverables to IBM – Product Content Declaration (PCD)

Suppliers of materials, parts and products to IBM must provide information to verify the compliance of their products to IBM's environmental requirements. The Product Content Declaration for IBM Suppliers below can be used to document the environmental data necessary to establish compliance of procured materials, parts and products to IBM Engineering Specification 46G3772: Baseline Environmental Requirements for Supplier Deliverables to IBM.

Web Address: http://www.ibm.com/ibm/environment/products/ecpquest.shtml

Product Content Declaration Sample Form

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http://www.ibm.com/ibm/environment/products/ecpquest.shtml

WSP’s Role in IBM’s Product Stewardship ProgramWhy utilize a Service Provider for PCDs? What are the benefits to IBM Engineers?

Since the development of the IBM Environmental data collection (PCD) process in supporting EU ROHS for year 2006 promulgation - more countries have started developing their own version of RoHS as well as many other regulations requiring detailed data collection.

Updates and changes to existing regulations as well as new ones (e.g., Batteries, EU REACH and worldwide RoHS) increase the complexity and work load of Engineers in laborious and complex Environmental data mining.

It allows engineers to focus on engineering tasks rather than spending cycles on documentation validation and other PCD tasks.

Dramatic Growth of Regulations

• Over 300 new product environmental regulations in 2013

• 46% worldwide growth in 2 years

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Benefits of using WSP for PCD requests? (continued..) Service Provider takes on the following roles on behalf

of IBM:

• Collection of environmental data and material declaration

• Supplier webinars on: • Worldwide Environmental Compliance trends

and updates

• Changes to IBM Engineering Specifications

• Completing IBM PCD form

Standardization across councils / commodities – Environmental data collection• PCD request portal with request status report

Minimize less than optimal use of Engineering resources• Automated electronic logic checks

On-time delivery and data accuracy

• WSP follow-up / escalate PCD request with regular status report

Automated PCD loading to eXplore database

IBM engineers only perform an audit of PCDs prior to autoload for commodities that have satisfied the requirements for a sampling plan or the IBM Requester selects the option to validate prior to autoload.

Resolve autoload issues

WSP offers suppliers and IBM help assistance with PCDs

WSP can be used to support PCD revalidation activity (PCDs required to be refreshed every 3 years) in support of CENELEC Standard EN50581

Any information received by the Service Provider from Supplier that specifically relates to IBM custom parts shall be deemed to be Supplier Confidential Information

Technical validation of the PCD is the responsiblility of the Procurement Engineer

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IBM’s Global Procurement - Information for Suppliers

IBM maintains a robust site related to their commitment to the Environment. In order to “enforce” this commitment on the Global Procurement site, IBM ensures that suppliers have access to the tools required to demonstrate adherence and compliance to the Product Stewardship programs. In order for a product to be acceptable to IBM it must meet the Environmental programs guidelines.

The Global Procurement site houses useful links noted as “Information for Suppliers”. The information presented includes:

Web Address: http://www-03.ibm.com/procurement/proweb.nsf/ContentDocsByTitle/United+States~Information+for+suppliers

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http://www-03.ibm.com/procurement/proweb.nsf/ContentDocsByTitle/United+States~Information+for+suppliers

http://www-03.ibm.com/procurement/proweb.nsf/ContentDocsByTitle/United+States~Information+for+suppliers

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