leveraging results from validation

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1 Presentatin title: Simplify apprval prcess by leveraging results frm validatin Presentatin date: Rm name: Lifecycle Cllabratin 1 Presenter name: Stéphane Langlade Oliver Yalcintepe PLM Eurpe 2018 All rights reserved CAD N ORG a member f LMtec Grup

2 Our Cmpany Cnsulting fr PLM and CAD slutins Funded 1998 in Rüsselsheim Fcus: Teamcenter, NX, Infrastructure Own sftware develpment t ptimize Teamcenter Partner f Siemens Industry Sftware GmbH Member f the wrldwide LMtec Grup with lcatins in Germany, Switzerland, India and America

3 Teamcenter Data Validatin Gal: Simplify prcesses and imprve data quality Additinal Benefits: Clear and transparent prcesses Higher user acceptance Achieve desired level f quality Fundatin f real plus value in data usage Better business decisins

4 Agenda Part 1: Key pints f data validatin Why autmated data validatin Causes f data leaks in the PLM system Hw t ensure data cnsistency Part 2: Case studies Validatin during data creatin Simplificatin f existing apprval prcesses Data Validatin Reprts

5 Why autmated data validatin? Enabler fr better perfrmance and better business decisins: 100% reliable quality checks cnsistent quality level & nt depending n user n human errr Speed up release prcesses check existing prduct structure 10x faster quality checks Avid cstly mistakes the sner yu identify an errr is the best: less cmplexity t identify and crrect Much better user acceptance Ramp-up f user knwledge f cmpany standards Smth usage f data in every next step Help user t achieve desired level f quality Reduce administrative effrt include validatin check in any step 5x faster n new data creatin several surce: rules & methds Faster evlutin f cnfiguratin Flexibility & ability t evlve User needs n specific knwledge User needs n intensive training

6 Causes f data leaks in the PLM system Incmplete wrk instructins / guidelines N use f naming cnventins Insufficient autmatin Incrrect use f bject types (cmplex structures) Different templates fr dcuments Migrated data Lack f input and utput management Missing integratin with third-party systems Sftware errrs Drawing is nt cmplete Missing descriptin 0 Byte PDF dcumentatin

7 Hw t ensure data cnsistency: Data Lifecycle nw it wrks

8 Hw t ensure data cnsistency: Optins Data Creatin/Preparatin: Avidance f incrrect entries Autmatin f data checks (fr example, during create, revise, classify,...) Autmatically fill frms based n existing data Data validatin in every applicatin (Teamcenter RAC, Active Wrkspace, NX, Wrkflw) Data Release/Usage: Reductin f cmplexity Readable errr messages fr the independent slutin f prblems Wrk instructins directly available (fr example, wrng assignment f a cmpnent) Pre check (cmplete display f errrs with wrk instructins) Data Deprecatin: Validatin f existing/ld data Cyclic review f data in Teamcenter (reprts) Same prcedure / basis fr all validatins

9 Agenda Gal: Simplify prcesses and imprve data quality Part 1: Key pints f data validatin Why autmated data validatin Causes f data leaks in the PLM system Hw t ensure data cnsistency Part 2: Case studies Validatin during data creatin Simplificatin f existing apprval prcesses Data Validatin Reprts and Analysis

10 User Stries: Overview nw it wrks

11 User Stry: Create a new Prduct Tasks: Search t avid duplicates Fill a lt f required attributes Check dependencies t ther prduct lines Trigger the prcess fr ther departments

12 User Stry: Create a new Prduct Simplified Object Creatin: Prevent incnsistent data in the creatin prcess Fix errrs as sn as pssible Ramp-up f user knwledge f cmpany standards Smth usage f data in every next step Avid invalid data with deeply integrated check cnditins Easy integratin in any Teamcenter applicatin r prcess Check fr duplicates during bject creatin with user hints

13 User Stry: Create a new Prduct Dem: Item Creatin with input validatin Vide:

14 User Stry: Create a new Prduct CNO Validatin Framewrk (6min) => Benefits f : Reliability: 100% Availability, cntinuity & resilience Usability: all in ne Perfrmance: 5 time faster Capacity: n limit n cascading LOV Quality level is cnsistent Quality level is reliable GUI is easy t use One surce One applicatin Manual creatin & checks (30 min) Quality level depends n user Quality level subjects t human errr Several surce: rules, Teamcenter, methds Several applicatin: dcumentatin, Teamcenter

15 User Stry: Filling Frms Fill ut frms manually (10min) User has t search fr crrect infrmatin Data must be manually entered Missing r invalid data

16 CNO AutFill / Smart Frms Autmatically fill attributes with an easy integratin in existing Stylesheets and Wrkflws. Rule based ptin t map and define values t cmplete frms. Autmatically fulfill dependent attributes <= Validatin handler + Autfill Validatin at creatin + StyleSheet + Autfill => Extend existing Wrkflws r use Batch ptins t fill frms r cmplete missing data

17 CNO AutFill / Smart Frms Scenari: User puts in a value n an attribute In this particular case, value f sme ther attributes are frced => Benefits f : Prperties can be autmatically fulfilled

18 User Stries: Overview nw it wrks

19 Optins: Object Creatin Avid incnsistent data Validatin befre and during the creatin f bjects Validatin f dependencies between different bjects and attributes Validate each cmpnent with assembly specific cnditins in a multilevel BOM Avid duplicated data Uniqueness f bject prperties via internal search t check already existing data in the PLM-System. Avid invalid dependencies Pre-Check n relatin creatins, ex. prject cntainer with invalid cmbinatin f attributes based n difference list f values

20 Teamcenter: Sample BOM changes and dependencies nw it wrks Extensin: BOM Change Validatin Extensin: Checking dependencies Vide:

21 Teamcenter: Sample Third-party system integratin SAP with Teamcenter Integratin Plarin cnnected with Teamcenter NX with Teamcenter

22 User Stries: Overview nw it wrks

23 User Stry: Release an Assembly fr manufacturing Check multiple bill f materials (e-bm, m-bm) Cntrl all required dcuments and certificates Avid usage f bslete materials All technical dcuments are up-t-date Crrect descriptins in sub cmpnents Check firmware infrmatin (Plarin) Schedule and Milestnes Attributes fr further prcesses are nt filled Drawing is nt cmplete Missing descriptin 0 Byte PDF dcumentatin Mismatch f release status

24 User Stry: Release an Assembly fr manufacturing Manual checks (30-60min) Quality level depends n user Quality level subjects t human errr Several surce: rules, dcumentatin, methds Several applicatin: Teamcenter, ERP-System, This task is bring! Requirement: Autmated "Check BOM Checking a cmplete bill f material (expansin all levels) Check attributes based n ther attributes Check fr dependent fields and bjects n BOM cmpnents

25 User Stry: Release an Assembly fr manufacturing Ad-Hc Validatin Pre-Validatin befre starting the release prcess Validatin in any prcessing step Direct integratin f quality standard infrmatin in the TC user interface Optinal pst prcessing based n the result f the verificatin Sample: Rich Client Sample: AWC Dem: Assembly validatin Check a cmplete bill f material (all levels ) Checks dependent attributes r related bjects Check prperties f sub cmpnents Vide

26 User Stry: Release an Assembly fr manufacturing Enablers f better perfrmances and cmpetitiveness: 5x faster 100% reliable quality checks Every infrmatin in ne lcatin Every thing in ne applicatin Much better usability Mre validatin capacity Avid cstly mistakes User needs n intensive training Data quality:

27 User Stries: Overview nw it wrks

28 User Stry: Design Release Wrkflw Check Wrkflw Issues based n data prblems N use f naming cnventins Different templates fr dcuments Missing wrk instructins / guidelines Migrated data Incrrect use f bject types (cmplex structures) Insufficient autmatin Lack f integratin with third-party systems

29 User Stry: Design Release Wrkflw Template (riginal) nw it wrks BOM Sub Wrkflws Entry Checks Maturity Checks Dcument Checks

30 Simplify an existing Design Release Wrkflw Check (riginal): Validatin Framewrk: Additinal Pre-Validatin Check assembly cmpnents Change and material descriptins Categry,

31 Simplified Prcess using data validatin Transfer f all wrkflw checks t pre-validatin Simplified wrkflw, with additinal checking f all cnditins in the start task Call the Design Release wrkflw upn successful verificatin Benefit: Users get a simple verview f all validatin steps befre the part is sent t a wrkflw. Direct crrectin capability by accessing the referenced bjects via user interface.

32 Simplify an existing Design Release Dem: Simplified Design Release Prcess Vide:

33 User Stries: Overview nw it wrks

34 Teamcenter: Validatin Analysis Feature Data analysis t imprve the data quality Reprts n the base f simple defined check cnditins Validatin n all existing data in yu PLM-System Validatin f newly migrated data Query-Engine fr a direct integratin in Reprting-Services Clean-up feature fr pre-active data crrectin Sample: Batch Validatin (Reprt)

35 Teamcenter: Validatin Prperty Change Extensin t use validatin in ex. Summary Stylesheets (OOTB Stylesheets) Vide

36 Teamcenter: Validatin Analysis Feature Further Samples: Ensuring prduct data quality Share f unreleased parts Changes after apprval Check mandatry fields fr migrated data Optimizatin f stck data Examinatin f the use f a purchased part Number f uses f purchased parts f a manufacturer Part usage Identificatin f unclassified standard cmpnents Number f uses f parts

37 Teamcenter: Validatin External Data Different Surces XML / JSON Excel frmulas & pricing rules ERP-System Cllected Data Cmbined Result (Excel, SAP, Teamcenter)

38 CNO Validatin Framewrk: Data Lifecycle Supprt nw it wrks

39 Teamcenter: Validatin Questins? CAD N ORG GmbH Eisenstrasse 2-4 DE Ruesselsheim inf@cadnrg.de and answers als here n ur bth Oliver Yalcintepe Head f Develpment CAD N ORG GmbH Stéphane Langlade Senir Cnsultant PLM CAD N ORG GmbH

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