WUG 2016 Automating Rapid Prototype Process with Winshuttle Workflow & SAP Integration. Viji Vijay & Yale Evans Moen Inc

Transcription

1 WUG 2016 Automating Rapid Prototype Process with Winshuttle Workflow & SAP Integration Viji Vijay & Yale Evans Moen Inc

2 Introduction to Moen Headquarters: North Olmsted, Ohio Industry: Kitchen and bath product manufacturing Company details: Founded by Al Moen, who invented the single handle faucet in 1939 after burning himself on a traditional two-handle faucet (upon his retirement in 1982, Al Moen had earned more than 75 plumbing patents) Three manufacturing facilities in the US and one in China two distribution facilities in the US; two in China; and one in Canada, Mexico, and Guatemala Parent company is Fortune Brands, Inc. (NYSE: FBHS) Company brands include Moen faucets, Master Lock security products, Masterbrand Cabinets, and Therma-Tru entry door systems. WINSHUTTLE USER GROUP CONFERENCE LAS VEGAS

3 Moen Landscape ERP SAP since 1998 currently ECC 6 SAP PLM since 2002 PTC Windchill SAP CRM since 2004 Upgrade SAP once per year Reporting SAP BW QlikView Intranet SAP Portals & Microsoft SharePoint 2013 Desktop Microsoft Office 2013 Winshuttle Foundation and all enterprise / desktop license WINSHUTTLE USER GROUP CONFERENCE LAS VEGAS

4 Winshuttle/SAP Landscape Single, global SAP ERP instance 3-Tier (DEV, QAS, PRD) plus SBX ECC, BW, CRM, APO, PLM, Mobile Platform, Enterprise Portal, BusinessObjects BI solutions, GRC (All latest releases) Microsoft SharePoint Enterprise Tier (SBX, QA, PRD) 2 Integration servers Foundation Suite Designer/Composer Transaction Query Direct Journal Voucher WINSHUTTLE USER GROUP CONFERENCE LAS VEGAS

5 About Us Viji Vijay IT Manager Product Development Systems 30 years of IT Experience (15+ in SAP) Master Degree in Industrial Engineering from The University of Toledo, Ohio Yale Evans Began career in Product Design, Tool Design, and NC Programing for discrete manufacturing Switched to Engineering IT Systems Manager in late 1990 s 20 years experience in Product Development/Supply Chain System Support and Development at Federal-Mogul, Motorola, Google, and Moen Lead Application Analyst, Product Development Systems WINSHUTTLE USER GROUP CONFERENCE LAS VEGAS

6 Business Need Moen was using Centric Project, an unsupported application to process our prototype orders, and this was preventing the company from upgrading Internet Explorer Part of the project was to update our Hot Jobs system from paper to electronic WINSHUTTLE USER GROUP CONFERENCE LAS VEGAS

7 Goals & Objectives Migrate MSOs from Centric to Winshuttle with integration to SAP Increase visibility of all Model Shop Orders Update Hot Jobs system from paper to electronic Provide improved functionality to order form, and mobile capabilities (ipad, iphone) MSO form to create purchase req in SAP for external vendors Implement reporting capabilities for Hot Jobs & MSOs through QlikView Enable tracking and control, automatic notification triggers, and data validation of Hot Jobs requests WINSHUTTLE USER GROUP CONFERENCE LAS VEGAS

8 Why Winshuttle Foundation? Improved workflow capabilities Ease of integration with SAP and low development efforts Improve productivity by simplifying complex transactions Improve SAP data integrity Web based tools for development Many business processes (both SAP and non-sap) that would benefit from all the Winshuttle tools. WINSHUTTLE USER GROUP CONFERENCE LAS VEGAS

9 Change Management MSO impacts all Business Units Globally Utilized planned Executive Team communications IT leadership continually socialized the Platform/Application Lunch and learn training sessions Presented the application in Engineering & IT Town Hall meetings Easy, accessible help documentation Faster time to value for technical solution Winshuttle can help address the ever present demand for IT Awareness of A the need of change Desire to support and D participate in the change K Knowledge of how to change Ability to A implement the change Reinforcement R to sustain the change WINSHUTTLE USER GROUP CONFERENCE LAS VEGAS

10 Hot Jobs WINSHUTTLE USER GROUP CONFERENCE LAS VEGAS

11 What is a Hot Job? A Hot Job is defined as a quick modification to an existing part, using in-stock tooling and material. The model shop technicians fulfill the Hot Jobs requests, and rotate the responsibility weekly. WINSHUTTLE USER GROUP CONFERENCE LAS VEGAS

12 Hot Jobs Form Old New WINSHUTTLE USER GROUP CONFERENCE LAS VEGAS

13 Form Access Model Shop ipad PPM Home Page GPD Home Page WINSHUTTLE USER GROUP CONFERENCE LAS VEGAS

14 Hot Jobs Form / Workflow Functions Form People picker Project #, Project Name from Project Server Primary Process list/ Reasons for hold from SharePoint List Integration with MoenDocs - SupplyNet File upload Direct hyperlink to the file Copy from existing Hot Jobs request Capacity Notification notifications / tasks Workflow steps for Start the task Complete Task Put on hold Reject Time Tracking Workflow Requestor Technician MSO Admin Roles WINSHUTTLE USER GROUP CONFERENCE LAS VEGAS

15 Hot Jobs Workflow Main Process Workflow The green nodes make the notification subject and body dynamic as the form moves through the workflow. Review Request Loop Sub Process Workflow WINSHUTTLE USER GROUP CONFERENCE LAS VEGAS

16 Hot Jobs Form Overview Integrates with SharePoint List Locates employees from the AD by typing in a few letters of their last name Integrates with PPM Project info notifications when job is on hold, started, and complete Electronic system allows for reporting WINSHUTTLE USER GROUP CONFERENCE LAS VEGAS

17 Technician View Technician view only shows tasks in their queue. If completed, or put on hold, the task is removed from their list Model Shop Admin adds an over capacity notification to the Hot Jobs form by editing a SharePoint list WINSHUTTLE USER GROUP CONFERENCE LAS VEGAS

18 Model Shop Order Form WINSHUTTLE USER GROUP CONFERENCE LAS VEGAS

19 What is a Model Shop Order? A model shop order is a rapid prototype of a part or assembly used for product development. Some model shop orders are fulfilled internally, in the Moen Prototype Lab, and the rest externally through vendors. WINSHUTTLE USER GROUP CONFERENCE LAS VEGAS

20 Workflows Main Four loops: internal, external, in process, and cancel request WINSHUTTLE USER GROUP CONFERENCE LAS VEGAS

21 Workflows Internal Loop Two types of internal requests Managed by two different roles Internal requests can be sent external, based on capacity of model shop, and then internal again, as needed WINSHUTTLE USER GROUP CONFERENCE LAS VEGAS

22 MSO Form Access Launch the form from the MSO page on the Global Product Developmen t site. Launch the form from the PPM home page Launch the form from inside a PPM project to pull in project info WINSHUTTLE USER GROUP CONFERENCE LAS VEGAS

23 Special Features Project Search Tool Locates projects from PPM by name or number, and populates project information into form WINSHUTTLE USER GROUP CONFERENCE LAS VEGAS

24 Special Features Cascading Fields Form data, driven from SharePoint list, filters based on previous choices WINSHUTTLE USER GROUP CONFERENCE LAS VEGAS

25 Special Features Attachments Pushes attachments to SupplyNet (supplier portal) WINSHUTTLE USER GROUP CONFERENCE LAS VEGAS

26 Special Features Writes to SAP Creates a PO requisition using T-Code ME21N from form data Demo WINSHUTTLE USER GROUP CONFERENCE LAS VEGAS

27 Notifications The system sends dynamic notifications throughout the lifecycle of the MSO request: MSO has been submitted MSO is in process MSO is closed MSO has been cancelled MSO needs an external quote approved Create PO Req for MSO Close MSO request upon completion Notifications include a link to the attached documents in MoenDocs (SupplyNet) and a link to the form to view or complete a task WINSHUTTLE USER GROUP CONFERENCE LAS VEGAS

28 Reporting WINSHUTTLE USER GROUP CONFERENCE LAS VEGAS

29 Challenges New to SharePoint and Winshuttle relied heavily on our partner Clear Process Solutions Instability of a new SharePoint environment Users not upgraded to IE 11 China access to form Winshuttle has mobile app, but does not work Winshuttle upgrade in the middle of form development caused some to be recreated SupplyNet access for external vendors File size restrictions WINSHUTTLE USER GROUP CONFERENCE LAS VEGAS

30 Conclusion Winshuttle has greatly improved our workflow capabilities BVA helpful in identifying areas of opportunity Decrease in custom development Easier toolset to manage data Change management is key Leverage an implementation partner that has training, deep SharePoint experience and ongoing help desk support WINSHUTTLE USER GROUP CONFERENCE LAS VEGAS

31 Questions WINSHUTTLE USER GROUP CONFERENCE LAS VEGAS