RuleDesigner Enterprise Automation. Web -

Transcription

1 RuleDesigner Enterprise Automation

2 Overview By developing inside and outside the company, business processes integrate people, departments and stakeo lders. Therefore, there is the need to support such processes by coordinating resources, managing the progress of processes and integrating the different departments making information sharing smooth and homogeneous. In this context, RuleDesigner is an innovative web-based platform addressing the management of the most important business processes PLM, CRM and Document Management with an integrated and homogeneous logic. RuleDesigner is the result of an approach aimed at supporting all the activities that involve the collaboration of many people both inside and outside the company in an integrated, homogeneous and comprehensive way. As a modular solution, RuleDesigner tools can be used by themselves or in an interconnected combination to serve the needs of numerous corporate functions including-marketing, Job Order and Project Management, Product Data Management, Product Structure Management, Customer and Partner Relationship Management as well as Spare-parts management. RuleDesigner maps corporate processes, activates proper managing rules and workflows supporting their progress.. Users perform tasks they are in charge of, delegating the system the activity to allocate information in the right context, with rulebased and in time permissions and notifications. Generally, resources tasks are strictly related to different corporate processes, each one governed by specific flows. Therefore, processes and relations are linked in a coherent and structured way. Process development is ensured by a comprehensive, quick and fluid information transfer within the process itself and between two different processes. Thus, processes can be maximized with a platform offering both support for one specific process and integration between the set of processes and entities. RuleDesigner was designed precisely for this reason. It is a solution that optimizes and maps PLM, Relational and Document processes with specific and configurable workflows. In conclusion, the suite allows users to create, manage, distribute and collaboratively use product information all the way from conception to after-sales service. By integrating different entities - Documents, Companies, Products, Projects, Marketing Campaign, PDM part-number and Tickets - the suite allows to track, deliver and share information making it available across the enterprise, depending on users role and permissions. RuleDesigner Enterprise Automation A single integrated solution for the entire enteprise aimed at managing and automating processes through a configuration tool. Enterprise Platform RuleDesigner merges the PLM and CRM world in a modern web enterprise platform. RuleDesigner is the only solution able to combine processes for product development with the management of business relationships in a coherent and interconnected way, just as in business life. Finally, RuleDesigner serves the needs of numerous corporate functions thanks to the available integrations with both popular 3D CAD software and desktop publishing applications (Microsoft Office Pack, InDesign, etc) and to the possibility of synchronizing data with the any system through web services. Process Automation RuleDesigner gives users the possibility of freely configuring rules for modelling corporate processes in order to maximize processes through automation. Ability of creating information and automating processes for storing and retrieving data. In order to handle complex configuration the integration with RuleDesigner suite is recommended. For example, for generating technical data such as components, 3D assemblies or BOMs. In such cases, RuleDesigner Fusion can be used both for driving PDM functionalities creating part numbers, prototypes, BOMs, browsable spare parts catalogues and for generating documents..

3 Product Lifecycle RuleDesigner allows users to map the product development process workflows offering tools for managing activities, projects, documents and enabling document and information sharing. Moreover, it provides users with tools aimed at assisting all the product development phases, from design to disposal, through tools that support the product design process, such as: Project and Job Order, Technical Data, Product Confoiguration, Service and Spareparts management tools. Relational Processes In terms of Collaboration, RuleDesigner makes the relationship among corporate departments more efficient, maximizing efficiency Gestione and information e Configurazione sharing along the corporate processes. In terms of Customer Commerciale Relationships, it allows companies to track information and exchanged information at any stage of the relationship, till after-sales services. In terms of Extended Enterprise, RuleDesigner supports and strengthens relationships between companies and stakeholders, such as suppliers, co-designers, resellers and partners giving the possibility of offering stakeholders access to the company s web services. Document Management RuleDesigner provides a modular, integrated and cross sectional environment conceived for the corporate document management. The wide range of features and the high configurability meet any kind of corporate processes. Rule De signer Document Management System (DMS) supports processes for creating, updating, storing and sharing documents in one structured corporate repository. Federativity RuleDesigner is a corporate console able to interact with the existing applications. It supports collaboration and information sharing among departments. Thanks to the unique user interface and a single interaction paradigm, RuleDesigner Gestione grants a Automazione access all information, regardless of its location. Finally, RuleDesigner is an integrated and modular solution easy processi and quick to Enterprise install, through highly advanced configuration tools. It can also be extended without further installations.

4 Collaboration Distribution Web collaborative platform aimed at managing activities, relationships, corporare PLM and CRM processes and workflows with a structured and integrated approach. RuleDesigner Fusion is a modular enterprise solution able to support corporate workflows spanning from customer relationships to product lifecycle management. Combined to RuleDesigner Configurator, the suite allows companies to achieve the maximum level of automation along business processes and workflows. RuleDesigner Fusion is the source where retrieving information and documents to be used when configuring processes and the natural repository where to store outputs. By using RuleDesigner, configurations carried out are driven in the proper corporate workflow ready to be shared and searched by any company user or stakeholder, according to their permissions. Actually, there are several scenarios in which the combined use of solutions to manage data and configuration processes is really strategic. Let s think about product configuration involving design automation and technical data management (PDM); configuration of complex sales offers involving CRM data management and sales-force automation; project and job order management involving workflow automation; generation of catalogues with automatic publishing in the spare-parts portal or service management involving activities for technical intervention and process configuration. What is more, RuleDesigner is able to integrate and contextualize ERP data to processes and entities to which they refer to. This kind of approach is applicable to any other solution already existing in the company. By the way, the outstanding feature of RuleDesigner, compared to the other solutions on the market, is it modular and network oriented nature which allows to expand the focus from the product to relationships and provides with comprehensive information, structured and accessible on the basis of account s permissions, regardless of the user who create them and with which application. Finally, thanks to ready-to-use connectors, RuleDesigner enables the integration to any other enterprise system or application according to the customers needs, avoiding problems related to integrate heterogeneous systems. This approach grants less costs for maintaining different applications and ensure high performance even when replacing existing systems.

5 Automation Product and process configurator able to drive existing systems functionalities and workflows and get automation at an enterprise level. Configurators are technological tools companies adopt to manage their processes with an automation approach that affects speed and accurancy in product and processes configuration development. Also, configurators help reducing bottlenecks along the progress of corporate processes with a strong impact on performances. RuleDesigner Configurator is a flexible and cross-sectional tool aimed at achieving the maximum efficiency all along the corporate processes: sales configuration supports the sales dept.; product technical configuration backs the design team and, finally, automatic generation of data or documentation and automation in workflows promote the progress of inter-departmental activities. Applying configuration processes give companies the possibility to get maximum efficiancy by reducing the lead time of corporate processes. RuleDesigner Configurator is provided with an intuitive editor for defining rules and contrains of a configuration process. It is possible to define the configuration process in a visual way, both combining the broad set of library-actions ready to drive the operations of external applications and, by defining rules for the process running. RuleDesigner provides a wizard able to autonomously create new library actions qualified to drive external applications. The new actions would be used to run any configuration process. configuration processes can be executed locally or remotely by using any pc or tamblet provided with a browser.

6 Application CRM and Sales Management The Sales Dept. can handle new contacts and the customer portfolio by using extended company data as well as classification and relationship data. They also have the possibility of storing documents and scheduling activities/tasks by using personal diaries and planners. The company panel represents a unique repository where customer information is structurally stored, giving the possibility of quickly reconstructing the istory of exchanged information updated in real time. Sales representatives benefit from sales automation tools to organize their activities along the negotiation process, till the purchasing order. Projects and Job Orders RuleDesigner permits users to plan, organize and support the progress of both projects and job orders. It allows to define resources involved specifying roles and tasks, activities to carry out and timetables. It promotes communication processes and collaboration among participants. Furthermore, it offers the possibility of modeling phases and workflows and to create default templates on the base of corporate best practices. All the project-related information such as documents, exchanged communications, offers, orders, PDM part numbers, tickets and ECRs, dashboards and statistics, are tracked and stored in a unique transversal repository. Marketing The marketing module provides tools for planning marketing campaigns and lead generation to complement the different marketing activities such as mailing, DEM, newsletters, news sheets and information bulletins. Each campaign is managed and stored in a single repository that embeds all the campaign-related information, such as: content, contacts, feed-back obtained, opportunities created and statistics. Finally, the integration with the Sales Force Automation tools allows a smooth and continuous lead management by supporting collaboration between the marketing and sales area. Stakeholder Portal and After-sales RuleDesigner offers the possibility of creating informative portals with customizable accounts. These portals can be enriched with after-sales services of high added-value for the customer. For example, corporate portals, extranet /intranet containing contents, documents, product information and help desk tickets, tracked and stored till closure. Any information is filed in a structured way in the proper company/product/project folder in order to reach it easily. Spare-parts and accessories Portal In regard to spare-parts, RuleDesigner offers specific, integrated solutions aimed at generating spare parts catalogues and publishing those catalogues on the web. This enable both the catalogues interactive on-line consultation and commerce transactions between businesses (B2B). Finally, the spare parts portal offers external users the possibility of visually browsing the product structure online and submitting a purchasing orders for spare parts needed.

7 Product Configuration RuleDesigner allows user to configure and manage product-related information generating CAD geometries and technical documentation. Due to the rulebased logic, different product configurations can be generated releasing 3D CAD assemblies, 2D drawings, BOMs, configurable BOMs, technical scheme and technical documentation. Application Sales Offer Configuration RuleDesigner supports users in configuring sales offers by generating quotations and technical documentation in real time. The configuration process generates quotations by inheriting customer and product related information from the portal and, once the quotation has been generated and saved, it will store the resulting documents in the proper repository. Whenever an offer has been accepted, new job orders can start automatically with notifications to the resources involved. Technical Document Generation RuleDesigner provides support in creating and disseminating technical handbooks and complex documents through an automatic rule-based composer. RuleDesigner accelerates and optimizes document creation since the planning phases allowing users to use existing contents to create documents such as technical handbooks, set up and user guides. Furthermore, document creation functionalities can be even integrated with document management tools, getting the higher added-value from the connection of the document created to product forms, project phases, companies panels or to PDM part numbers. By using these tools in the proper way, it is possible to search for a document across the platform, transversally. Product Structure The product form is a repository, structured into modules or sub-products, in which users can store and connect cross-sectional information including documents, customers, tickets and PDM part numbers. The product is the fundamental entity of the PLM process and is one of the gateways to the world of relationships. Any product sold to a customer has a particular static configuration. By liking the product serial number to the customer, it is possible to track information and get several benefits. As a matter of fact, in the after-sales framework, it enables to give a customized access on the basis of the product purchased with timely and useful information for each customer. Technical documents, manuals, certifications, technical files related to the product are immediately available to the client for consultation. Configuration and Automation RuleDesigner Configurator is a cross-sectional tool aimed at automating operations along corporate processes. It can be applied in the technical area to automate the CAD design phase generating assemblies, drawings, BOMs, processing cycles, technical documents and xml/ html contents. Moreover, it can be used in the sales area for configuring products variants and automatically getting real time quotations or descriptive offers. Finally, in the process automation area Rule- Designer Configurator allows to enter automatisms on the basis of rules that activates events or procedures.

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