Case Study An ENOVIA V6 Upgrade Story Bob Deragisch, Director of Engineering Services, Parker-Hannifin Joey Sabelli, Professional Services Director, Processia Solutions 12 November 2014
Agenda 1 Introduction Parker and Processia 2 Project Overview & History 3 Upgrade Methodology 4 Current Project Plan and Stage 5 Lessons Learned 6 Q&A and Wrap-up 2
Agenda 1 Introduction Parker and Processia 2 Project Overview & History 3 Upgrade Methodology 4 Current Project Plan and Stage 5 Lessons Learned 6 Q&A and Wrap-up 3
Parker-Hannifin Corporation A worldwide, diversified manufacturer of motion and control technologies and systems Headquartered in Cleveland, Ohio 315+ facilities 58,000+ employees 4
Parker Aerospace Global leader in flight control, hydraulic, fuel and inerting, fluid conveyance, thermal management, and engine systems / components $2+ billion in annual sales 6,000+ employees Seven divisions, 43 worldwide locations 5
Worldwide Divisions and Facilities A Global Organization Aircraft Wheel & Brake Avon, Ohio Guaymas, Mexico Control Systems Dublin, Georgia Irvine, California Ogden, Utah Customer Support Operations Irvine, California - HQ Fluid Systems Elyria, Ohio Guaymas, Mexico Hauppauge, New York Irvine, California Naples, Florida Tolleson, Arizona Gas Turbine Fuel Systems Clyde, New York Devens, Massachusetts Glendale, Arizona Kuala Lumpur, Malaysia Liberty Lake, Washington Mentor, Ohio Moncks Corner, So. Carolina Hydraulic Systems Kalamazoo, Michigan Wiesbaden, Germany Stratoflex Products Apodaca, Mexico Camarillo, California Fort Worth, Texas Jacksonville, Florida Mansfield, Texas Engineering Centers, Americas Everett, Washington Fort Worth, Texas Irvine, California Montreal, Canada Portsmouth, New Hampshire São José dos Campos, Brazil Engineering Centers, Europe Bremen, Germany Bristol, England Derby, England Komsomolsk, Russia Moscow, Russia Toulouse, France Wiesbaden, Germany Engineering Centers, Asia Bangalore, India Nagoya, Japan Shanghai, China 6
Standardized Processes and Functions Program Management Engineering Lean Supply Chain Management Quality 7
Standard Design and Development Process Lean Product Development (LPD) Risk and cycle time reduced 8
Aerospace - Engineering Systems Portfolio Requirements DOORS Software Development SCADE, Artisan, etc. Simulation Abaqus, Simulia, ANSYS, etc. Electrical Content Allegro, Xilinx, Altera, Synopsys, DxDesigner, etc. Mechanical Content CATIA Software Content Integrity, etc. Requirements Central Simulation Central Designer Central Materials Compliance Central Engineering Central Synchronous Mechanical, Electrical and Software Product Development, Config Mgmt, Change Control, and Traceability Aerospace & Defense Accelerator for Program Management Library Central Export Compliance Central BOM to ERP 10
11 Serving the World s Aerospace Leaders
PLM Consulting and Integration Framework Global presence Recent engagements 12
Agenda 1 Introduction Parker and Processia 2 Project Overview & History 3 Upgrade Methodology 4 Current Project Plan and Stage 5 Lessons Learned 6 Q&A and Wrap-up 13
Project overview & History o Previous PLM/System state o TWO production instances o Different configurations, customizations, extensions, add-ons o Why upgrade & Project executive approval process o Why Hybrid Functional Upgrade (vs. pure pass-thru technical OR fully customized OR pure technical) o Implementation partner selection process o Business Benefits (expected to receive from the upgrade) 14
Business Objectives in Design Engineering Reduce design and development costs Reduce design and development lead times Minimize/eliminate operational problems at entry into service Maximize customer satisfaction Reduce cycle time by 50% Reduce NRE by 30% Reduce lead time by 25% Reduce process time by 30% Improve information quality by 50% Reduce EIS cycle time by 25% Reduce warranty returns by 50% Support Programs Throughout LIFE (50+ years)
Customer Expectations 16
Agenda 1 Introduction Parker and Processia 2 Project Overview & History 3 Upgrade Methodology 4 Current Project Plan and Stage 5 Lessons Learned 6 Q&A and Wrap-up 17
Phase 1 Upgrade Assessment Phase 1 - Upgrade Assessment Functional Use Case 1, 2, 3 Workshops Analysis Technical Gap/Fit Infrastructure Database Web Server Storage Operating System Network Deliverables Infrastructure Spec. Use Cases (Jira) Functional Req. Project & Staff Plan Phase 2 SOW Phase 1 Upgrade Assessment highlights Perform Functional and Technical gap/fit analysis Collect and validate current use cases and features Evaluate existing documentation of legacy system Perform Infrastructure assessment Deliverables Detailed ENOVIA V6 Upgrade project definition: Recommended target upgrade release Functional requirements definition Infrastructure recommendations List Use Cases defining customization scope Define objectives and key success criteria Detailed project plan and team recommendations Phase 2 ENOVIA V6 Upgrade SOW
Project Schedule Month 1 Month 2 Month 3 Month 4 Month 5 Month 6 Month 7 Month 8 Month 9 Month 10 Month 11 Month 12 Assessment Project Kickoff Preparation Functional Design End of Design Phase Configuration and Development Sprint 1 Code Delivery Sprint 2 Sprint 4 Go-Live Sprint 3 Sprint 5 UAT Roll-out / Support Warranty period * Testing included in sprint activities
Upgrade Methodology Hybrid Approach Waterfall Business Requirements Functional Design Technical Design Technical tests Integration tests Acceptance Testing Development Sprint 1 Sprint 3 Sprint 2 Sprint n
Phase 2 Upgrade Execution Phase 2.1 - System Upgrade Phase 2.2 - Features Upgrade Sprint 1 Sprint 2 Sprint 2 Sprint 2 Upgraded DB Upgraded Centrals Procedures Setup Feature 1 Feature 2 Feature 3 Doc1 Feature 3 Feature 4 Feature 5 Doc2 Feature 6 Feature 7 Feature 8 Doc3 Training & Adoption Go-Live & Post Prod Warranty Phase 2.1 System Upgrade Stage and configure ENOVIA upgrade environments Install ENOVIA upgrade release including the database schema, applicable Centrals and supporting products Upgraded customer system accessible by Processia Customer infrastructure will be ready to receive deployment packages Phase 2.2 Features Upgrade New ENOVIA functionality upgrade packages are developed & tested by Processia and delivered to the customer via proprietary automated delivery tools Upgrade packages are installed to the customer ENOVIA environments and smoke tested (validation) via automated scripts to ensure quality
Upgrade Knowledge Base Internal collaboration and knowledge platform
Project Delivery Tools Manage Project Plan / Dashboards (24/7 access) Track work against tasks Capture team exchanges Track evolutions and related output Relation between code source and functional requirements History export on project closure
Project Delivery Tools Code packaging and deployment
Agenda 1 Introduction Parker and Processia 2 Project Overview & History 3 Upgrade Methodology 4 Current Project Plan and Stage 5 Lessons Learned 6 Q&A and Wrap-up 25
Project Plan 26
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Go-live 10/12/2014 28
Agenda 1 Introduction Parker and Processia 2 Project Overview & History 3 Upgrade Methodology 4 Current Project Plan and Stage 5 Lessons Learned 6 Q&A and Wrap-up 29
Lessons Learned Planning is key Identification all customization performed Expect 2-4 times the testing and 2-3 times the code drops Assign testing to individuals Weekly meetings with all representatives Even when some may be absent Stable test environment as early as possible Rule of 3 No matter how well planned, upgrade will take 3X longer Build visual board of issues for tracking and communication Expect the unexpected
COE in Charleston in 2015
Agenda 1 Introduction Parker and Processia 2 Project Overview & History 3 Upgrade Methodology 4 Current Project Plan and Stage 5 Lessons Learned 6 Q&A and Wrap-up 32
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34 Parker Aerospace
35 Thank you for the opportunity to present.