Jeff Santavicca IT Senior Business Analyst and Solutions Architect Babcock & Wilcox Power Generation Group, Inc.
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1 Jeff Santavicca IT Senior Business Analyst and Solutions Architect Babcock & Wilcox Power Generation Group, Inc. Jeff Santavicca has 22 years of experience with Babcock &Wilcox Power Generation Group, Inc. Since 2005, Jeff has been associated with B&W s ENOVIA PLM implementation. As an IT Business Analyst (BA) and Solution s Architect (SA), Jeff is responsible for understanding business project execution requirements and for developing PLM solutions to satisfy those requirements. Jeff participated in both B&W s V6R2009 and V6R2013x PLM upgrades. As the lead BA/SA of the V6R2013x upgrade, Jeff communicated B&W requirements to Dassault Systemes, validated all functions of the upgraded system, developed end-user training material, and coordinated all user acceptance testing. Jeff graduated with both Bachelors and Masters of Science degrees in Mechanical Engineering from Virginia Tech with a concentration in Thermodynamics and Fluid Mechanics. Babcock & Wilcox Power Generation Group, Inc. designs, manufactures and constructs power generation, environmental, and clean energy solutions for utilities and industry around the globe. With a worldwide installed capacity of more than 300,000 MW, and having supplied some of the world's largest and most efficient steam generating systems, B&W PGG offers the boiler industry's most comprehensive mix of services and customer-based programs..1
2 ENOVIA PLM: Key Success Factors for an ENOVIA PLM Upgrade with Embedded Exalead Full-Text Search B&W PGG will explain the three key factors associated with a successful ENOVIA PLM upgrade that includes an embedded Exalead full-text search: (1) Preparing with organization and planning between upgrades; (2) Strategic partnerships with Dassault Systemes and the B&W business; and (3) A honed upgrade process of tracking, testing, and training. These key success factors led to an upgrade implementation of B&W PGG s mission critical PLM system with no significant issues affecting business execution while delivering an enhanced experience that realized the end-users expectations for improved performance, improved navigation, and the ability to find crucial documentation using the embedded Exalead full text search..2
3 ENOVIA PLM Key Success Factors for an ENOVIA PLM Upgrade with Embedded Exalead Full-Text Search DExperience Customer Forum November 11, 2014 Jeff Santavicca IT Business Analyst.3
4 Babcock & Wilcox Overview B&W Nuclear Operations Group B&W Technical Services Group B&W Nuclear Energy B&W Power Generation Group.4
5 A Decade of PLM at B&W PGG Initial PLM go-live on v9.x replaced mainframe based Contract system Migration of document control process and data (4-6 weeks reduced to 2-3 days) Upgrade to v10.5 Migration of electronic drawings process and data Upgrade to V6R2009 Autonomy without full-text search (attributes only) SolidWorks Integration Implementation EPDM go-live Aftermarket business goes paperless with ENOVIA PLM Upgrade from V6R2009 to V6R2013x Exalead with full-text search.5
6 Product Set PLM Footprint Centrals: Engineering, Program, Library Embedded Exalead full-text search 400+ configurations, customizations, extensions, evolved over time Users and Data active users 8 Primary locations + Job Sites, Domestic and Foreign Sales & Service offices 2.2 M CAD drawing objects 4.1 M Document objects 2.7 M Part Objects.6
7 How important is PLM to B&W PGG? It s ALL or Nothing! ALL Project documents-of-record are stored in PLM Product definitions since 2007 are stored in PLM Legacy product and project documentation destined for PLM Aftermarket workflow is managed using PLM Vendor documentation is routed with PLM NOTHING Is made or bought without its design in PLM.7
8 Don t Believe Us? Ask our Customer: In 2012 B&W PGG was audited by a key customer as part of a contract to supply multiple fabric filters. PLM was highlighted as a top three strength in the customer s findings: Product Lifecycle Management (PLM) system: B&W [PGG] uses a single system for all electronic routing, approvals, and storage of company information. During the course of the audit much of the requested information was easily accessed from this single source..8
9 Upgrade Success Factors: 3Ps Tracking Testing Training Success Factors Organization and Planning after 2009 Upgrade Strategic Vendor and Business Relationships Partnership.9
10 Preparation: Organization Catalog Survey Full Text Search Requirements Test Matrix What do we have: Cataloged all configurations, extensions, customizations, and interfaces What do we need: Conducted survey of PLM users to validate requirements for next upgrade Solicited full-text search requirements and use cases from the business How do we test: Maintained upgrade test matrix through 5 years of updates.10
11 Preparation: Planning Getting ready to spring into action! Developers who understand the why of customizations Evaluate early, non-target OOTB versions (MSF, Exalead) Evaluate need and effort to reapply customizations Secure partnership with the B&W PGG Business Secure partnership with the Dassault Systemes.11
12 Partnership with Dassault Systemes.12
13 DS Partnership Customer Service Quick response B&W PGG process experts Phone calls and web meetings Goal reproduce the issue! Thorough investigation before submitting Descriptive explanations Complete use cases Expected results.13
14 DS Partnership Product Development Full-Text Search: Snippets MSF, SolidWorks Integration Requirement Specification, Scenarios, Use Cases, Business Benefits.14
15 DS Partnership Account Management Weekly meetings: License resolution Extended support Upward compatibility Coordination with Customer Support Coordination with Customer Advocate.15
16 DS Partnership Customer Advocate B&W Core Team The Hub Understand B&W PGG requirements DS Upper Mgmt DS Account Mgmt DS Customer Advocate DS Product Dev DS Customer Service DS Exalead Team Communicate directly with DS R&D Communicate B&W PGG Exalead issues Advocate for B&W PGG requirements Coordinate efforts with customer (B&W PGG) facing team Advocate for HMAs and pinpoint fixes (rather than fix-packs).16
17 DS Partnership Customer Advocate Secured assistance from key resources Infrastructure Architecture recommendations Base functionality issues (not needed base generally solid!) Resolving Exalead installation issues Resolving Exalead indexing issues SR, HMA, pin-point fix follow-through Exalead MSF Technical Advice.17
18 Business Partnership PLM Governance Committee 4 Project Managers and Engineers across PGG Business Units Validate requirements and priorities Identify & coordinate 50+ PLM testers Results of test scripts across EC, PC, LC, MSF, Exalead Identified power users Power users get hands-on training 1 st Cafeteria style upgrade training of masses Weekend July 11, people 65 hours golive / testing activities Testing Training GoLive.18
19 Process Core IT Team 1 Manager 2 Solutions Architects 2 DBAs 1 Infrastructure 2 Developers 1 PM.19
20 Process Testing & Tracking Showstopper Issues IT Developer and DBA Testing (4) B&W PGG fixes and DS Fix-Packs B&W PGG fixes and DS Fix-Packs B&W PGG fixes and DS Fix-Packs B&W PGG fixes and DS Pinpoint Fixes Production Level Environment IT Solutions Architect Testing (2) Friends and Family Testing (12) User Acceptance Testing (50+) No show-stopper issues Ready to Go-Live!.20
21 Process Staying Healthy Monitoring Splunk Analysis extended logging Splunk Analysis of Netscaler load balancing Quest Spotlight Database monitoring for blocking locks, etc. Sitescope monitoring of Application / Web servers Multiple Exalead Partial Indexing process detection and prevention Monitor ematrix Oracle table and Index counts Nightly Validate Search Index Daily Exalead indexing failure collection report Preventative Measures Periodic execution of Tidy Vault to remove logically deleted objects Weekly gathering of Oracle statistics and Oracle index rebuilds Restart Tomcat instances nightly Daily pre-compile of commonly accessed end-user functions.21
22 Process - Training Power user training during testing sessions Cafeteria style training before go-live Cafeteria style training after go-live.22
23 No significant issues affecting business execution Another non-event Results Improved MSF for Aftermarket Enhanced ability to locate documentation Fewer clicks Enhanced UI I really like the new PLM I m able to do things faster and the screens are very easy to get around in. Renewed interest in OCR for legacy documentation End-Users willing to migrate from SharePoint et al. Better able to locate documentation across projects and product-lines Go-Live Base Functionality Full Text Search.23
24 Key Take-Away: 3Ps Success Factors Partnership.24
25 Questions? DExperience Customer Forum November 11, 2014 Jeff Santavicca IT Business Analyst.25
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