MBE and Standards CIMdata PLM Leadership Webinar Series 12 April 2018 #cimdatawebinar

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CIMdata Webinar April 2018 MBE and Standards CIMdata Webinar Series 12 April 2018 #cimdatawebinar John MacKrell, Chairman j.mackrell@cimdata.com Tel: +1.734.668.9922 Global Leaders in PLM Consulting www.cimdata.com Copyright 2018 by CIMdata, Inc. 1 Copyright 2018 by CIMdata, Inc. Questions? Please use the GoToWebinar Question panel Please enter questions in the GoToWebinar Question panel We will answer as many questions as time allows Those that can't be answered live will be answered by email Copyright 2018 by CIMdata, Inc. 2 Page 1

CIMdata Webinar April 2018 Presenter s Profile Your presenter s professional background John MacKrell, Chairman More than 40 years of experience in the application of computerbased solutions to engineering & manufacturing; has held senior positions in product management, marketing, research & development, and consulting with companies that produce PLM solutions & services B.S. in Naval Architecture & graduate-level studies in computer science Copyright 2018 by CIMdata, Inc. 3 Our Mission... Strategic management consulting for competitive advantage in global markets enabling digital transformation CIMdata is the leading independent global strategic management consulting and research authority focused exclusively on PLM and the digital transformation it enables. We are dedicated to maximizing our clients' ability to design, deliver, and support innovative products and services through the application of PLM. Copyright 2018 by CIMdata, Inc. 4 Page 2

CIMdata Webinar April 2018 Our Services... Creating, disseminating, and applying our intellectual capital in support of the digital transformation Delivering strategic advice and counsel through a comprehensive, integrated set of research, education, and consulting services Copyright 2018 by CIMdata, Inc. 5 Our PLM Transformation Clients A sampling of CIMdata s international industrial clients (1 of 2) A&D Auto Fab & Assembly High-Tech Copyright 2018 by CIMdata, Inc. 6 Page 3

CIMdata Webinar April 2018 Our PLM Transformation Clients A sampling of CIMdata s international industrial clients (2 of 2) CPG/F&B/Process Medical/Pharma Emerging Ind. Other Copyright 2018 by CIMdata, Inc. 7 Key Takeaways What we will try to convey today Without standards for MBE it is difficult to communicate design, build, maintenance, and other intent unambiguously across enterprises Standards for conveying rich product information vary by industrial segment What is needed in automotive companies may be similar to, but not identical to what a shipbuilder needs These will be vastly different from the needs of a petrochemical company Standards tend to evolve over time, so adoption is not a one-time event Companies will need to be very nimble and continue to expend resources to keep up with the latest trends This is a systems issue Copyright 2018 by CIMdata, Inc. 8 Page 4

CIMdata Webinar April 2018 Model Based Definitions There is a lot of confusion around the various terms commonly used Model-Based Engineering (MBE) Integrated use of models to define the system technical baseline across the full life cycle, across all disciplines, across all program members [models are the authoritative definition of the system] Model-Based Enterprise (MBE) a vision to transform an enterprise s engineering, manufacturing, and aftermarket services through product data reuse and derived context, rather than interpreting inputs and recreating the models and drawings. Model-Based Definition (MBD) The practice of using 3D models (i.e., solid models, 3D PMI and associated metadata) within 3D CAD software to define (provide specifications for) individual components and product assemblies. Model-Based Design (MBD) A mathematical and visual method of addressing problems associated with designing complex control, signal processing and communication systems as applied in the design of embedded software Copyright 2018 by CIMdata, Inc. 9 MBE & MBSE Today Overlapping and somewhat confusing terminology used by the industry today MBSE System Architecture & Reqts. Mechanical Design Electronics Design ALM Software Engineering Product Reqts. PDM Design For Mfg Test/ V&V Modeling & Simulation SPDM Model Based Design Digital Factory BOMs, Reqts, Configurations, Portfolio, Change Mgmt Tech Docs Supply Chain Mgmt. Costing In Service (SLM) Model-Based Enterprise Inventory Procurement Copyright 2018 by CIMdata, Inc. 10 Page 5

CIMdata Webinar April 2018 Benefits of Using MBE Standards Support the product lifecycle with high value information Better support all processes downstream from design (bidding, 3D TDP, manufacturing, MRO, owner/operator handover documentation, emergency response, ) through end of life Foster data reuse from early design throughout the product lifecycle Data becomes more valuable Less time recreating what already exists such as documenting via drawings Problem is that even with all the standards that follow, we still do not have complete coverage for specialty areas Evolving areas such as additive manufacturing may not be completely supported You may need to develop standard ways to annotate things you need to share Copyright 2018 by CIMdata, Inc. 11 Why You Need MBE Standards Standards are necessary to overcome many of the issues with conveying data in an MBE Need a consistent way to communicate PMI and other information in the model throughout the lifecycle without standards this will become (is) a free-for-all Drafting standards (ASME Y14.5M-1994) are not good enough they don t cover all PMI and how to attach information to the 3D model Understand what is required to assure comprehension Without standards everyone goes own way and we loose advantage Source: PAS Technology Copyright 2018 by CIMdata, Inc. 12 Page 6

CIMdata Webinar April 2018 Model-Based Enables Systems Engineering Digital collaboration enables high-value information continuity across lifecycle processes Market Assessment Feasibility / Concept Exploration Real world feedback Deployment and Operations Service and Maintenance End of Lifecycle Disposition Cross domain system concept models Level of Detail System Concept of Operations Decomposition and Definition Mechanical System Requirements High-Level Design Detailed Design System Validation Plan System Verification Plan Subsystem Verification Plan Unit Test Plan Assembly & Component Definition Component Procurement Subsystem Verification Unit / Device Testing System Validation System Verification Integration and Validation Digital Twins High fidelity virtual prototypes for product functional V&V Stage Gate / Approval Time Line Electrical Software Implementation Adapted from: US Federal Highway Administration: http://ops.fhwa.dot.gov/publications/seitsguide/ Systems Engineering for Intelligent Transportation Systems Copyright 2018 by CIMdata, Inc. 13 Business Value Comes with Adoption Maturity It takes time, management commitment and cultural change Institutionalization Business Value/ROI Adoption Trial Use Understanding Awareness We are in the early stages of this journey Contact Model Based Maturity Copyright 2018 by CIMdata, Inc. 14 Page 7

CIMdata Webinar April 2018 Barriers to Industry Implementation What users cited as problems to overcome in adopting & using MBE/MBSE It s about people & process not just technology Culture# Educa0on#&#training# Organiza0onal#structure#/#boundaries# Talent#availability# Tool#fragmenta0on# Management#support# Complexity#of#tools# Price#/#cost# IT#/#infrastructure# Data#management# Licensing#restric0ons# Data#transla0on# Technology People Process 0%# 20%# 40%# 60%# 80%# 100%# Source: CIMdata MBSE web survey conducted with ANSYS & INCOSE (2015) Copyright 2018 by CIMdata, Inc. 15 Business Opportunity Key Factors for Success Driving the PLM/Model-Based digitalization strategy to realization Needs to be developed and supported in the context of an enterprise platform of platforms solution but Implemented and promoted based on specific MBE business use case success and measurable ROI Crawl Walk Run! Define and pilot well-defined MBx processes in specific business focus areas must account for cultural change and the people buy-in/training required Need to supply integrated, yet open solutions of software and services based on industry standards and best practices Industry & DoD need to support new contractual concepts AND accept electronic project deliverables/signoffs/tdps For digital information and models to replace paper and 2D drawings, OEMs need to understand what they are asking suppliers to do to change processes Copyright 2018 by CIMdata, Inc. 16 Page 8

CIMdata Webinar April 2018 Current & Evolving MBE Standards Selected standards ASME Y14.41 Digital Product Definition Data Practices Defines how models are annotated (geometric features, datums, dimensions, tolerances, inspection data, finish, notes, etc.) Primary basis for MBE (Courtesy of Anark) Copyright 2018 by CIMdata, Inc. 17 Current & Evolving MBE Standards Selected standards ISO 10303 Part 242 ed1 & ed2 Managed Model-based 3D Engineering Merges 2 most widely used STEP standards for 3D model geometry,: AP 203 (Configuration Controlled 3D Design) AP 214 (Core Data for Automotive Mechanical Design Processes) Defines STEP specification for 3D Model- Based PMI (Product and Manufacturing Information) Not a lightweight CAD data format definition (see JT and 3D PDF on following slide) Key support of Model-Based Definition (MBD) (Image from AP242 Working Group) Copyright 2018 by CIMdata, Inc. 18 Page 9

CIMdata Webinar April 2018 Current & Evolving MBE Standards Selected standards ISO 14306 Structure and Content of a Binary File with Extension.jt JT standard is used to capture and repurpose 3D product definition data Can contain multiple levels of geometric fidelity from precise to very lightweight Supports CAD data exchange Originally developed and sold by Siemens PLM Software as a lightweight 3D geometry format for visualization Many CAD systems can read, write, and modify JT ISO 14739-1 3D use of Product Representation Compact (PRC) format Aka 3D PDF Allows lightweight 3D geometry to be embedded & manipulated in PDF documents Originally developed by Adobe, now managed by PDF3D Copyright 2018 by CIMdata, Inc. 19 Current & Evolving MBE Standards Selected standards MIL-STD-31000A Technical Data Packages Prescribes the requirements for preparing a technical data package, including 3D TDPs Critical for DoD Problem for DoD suppliers since Armed Services don t universally accept 3D TDPs Loose the benefit, have to make drawings for delivery Copyright 2018 by CIMdata, Inc. 20 Page 10

CIMdata Webinar April 2018 Closely Related to MBE To have a workable MBE you need to be cross functional Configuration management (many standards exist next slide) Full systems definition mechanical, electrical, software, processes, other physics Manufacturing support Inspection support Source: Autodesk Copyright 2018 by CIMdata, Inc. 21 Standards for PDM, DMU & Configuration Management Many standards, many sources ISO 17599: General requirements of Digital mock-up for mechanical products ISO 10007: Quality management systems Guidelines for configuration management EN 9223-100 to -105: Programme Management Configuration Management Part 100: A guide for the application of the principles of configuration management Part 101: Configuration identification Part 102: Configuration status accounting Part 103: Configuration Verifications, Reviews & Audits Part 104: Configuration Control Part 105: Glossary MIL-HDBK-61A: Configuration Management Guidance ANSI/EIA 649B: Configuration Management GEIA-HB 649: Configuration Management Handbook EIA 836B: Configuration Management Data Exchange and Interoperability Copyright 2018 by CIMdata, Inc. 22 Page 11

CIMdata Webinar April 2018 Closely Related to MBE Selected standards ISO 10303 Part 238 Application Interpreted for Computer Numeric Controllers Specifies an application interpreted model (AIM) for machining Augmented with ISO 10303 product geometry, geometric dimensioning and tolerancing, and product data management information Addresses new technologies for additive manufacturing and composites Not yet adopted by industry nor supported by many solution suppliers Similar capabilities to AP 238 are provided in solution suppliers COTS offerings Copyright 2018 by CIMdata, Inc. 23 Closely Related to MBE Selected standards ISO 10303 Part 210 Electronic Printed Circuit Assembly, Design, and Manufacturing supports 3D models with electrical intelligence for: Assemblies with electrical content at multiple levels of product hierarchy, Assemblies being designed jointly by electrical and mechanical departments, and Interconnections designed using layered abstraction, typically Printed Circuit Boards (PCBs) Mature but not adopted by any major ECAD or PLM provider (e.g., Cadence, Mentor Graphics, PTC, Siemens PLM Software, or SolidWorks) Copyright 2018 by CIMdata, Inc. 24 Page 12

CIMdata Webinar April 2018 MBE Standards Players Who is pushing for standards to be adopted Solution providers Notably Siemens PLM Software (JT) and Adobe (3D PDF) But many others as well Government agencies EU, DoD, NASA, NIST, ASME Industrial companies and consortia tend to be domain specific Automotive AIAG and others Aerospace Aerospace & Defense PLM Action Group (see ad-pag.com) Power & offshore POSC & others Copyright 2018 by CIMdata, Inc. 25 Concluding Remarks Integration maximizes business value There are many definitions use what works for you We need standards to support data for the full product lifecycle Many standards, not one comprehensive standard Participate in developing standards for your needs to support your customers and supply chain Copyright 2018 by CIMdata, Inc. 26 Page 13

CIMdata Webinar April 2018 CIMdata PLM Industry's most comprehensive non-biased education & training offering CIMdata's certificate program is primarily comprised of a set of well defined, assessmentbased PLM education and training classes. These certificate programs are available to industrial companies who are considering and/or implementing PLM, and to PLM technology and service solution providers. Copyright 2018 by CIMdata, Inc. 27 PLM Certificate Program Outline 5-day, 9-session outline for offering Day 1: Session 1: Introduction to PLM Day 2: Session 2: PLM Benefits & Potential Value Session 3: PLM Strategy & Solution Definition Day 3: Session 4: PLM Solution Evaluation & Selection Session 5: PLM Implementation, Monitoring & Continuous Improvement Day 4: Session 6: PLM Process Development & Testing Session 7: Integrating PLM within the Enterprise Day 5: Session 8: Expanding PLM Across the Value Chain Session 9: Configuration Management's Role in PLM Copyright 2018 by CIMdata, Inc. 28 Page 14

CIMdata Webinar April 2018 What Others Are Saying Sample of feedback received from past certificate program participants A must attend program for anyone that is planning to participate in PLM selection or implementation activities at their organization. Mr. Shinod Kumar, Edwards Lifesciences, USA An excellent overview of all PLM and it's fit to companies. Good insights that can avoid many troubles in implementation. Mr. Paulo C L Villaca, Embraer, Brazil I wish we had done this before we started our PLM effort... Mr. Jeff Burk, Whirlpool, USA Hazy about PLM? Come to CIMdata and clarify. Mrs. B. Uma Prasad, Bharat Heavy Electricals Ltd., India Copyright 2018 by CIMdata, Inc. 29 2017-2018 PLM Certificate Class Schedule* Join us, and learn more about PLM March 6-10, 2017 Ann Arbor, MI USA (completed) June 12-16, 2017 Amsterdam, The Netherlands (completed) October 2-6, 2017 Boston, MA USA (completed) December 4-8, 2017 Cypress, CA USA (completed) May 21-25, 2018 Ann Arbor, MI USA June 11-15, 2018 Amsterdam, The Netherlands October 1-5, 2018 Boston, MA USA December 3-7, 2018 Santa Clara, CA USA Custom & on-site programs by request 15% Discount for any scheduled class: Sign up and pay by May 1, 2018 * Dates are subject to change Copyright 2018 by CIMdata, Inc. 30 Page 15

CIMdata Webinar April 2018 Questions? Please use the GoToWebinar Question panel Please enter questions in the GoToWebinar Question panel We will answer as many questions as time allows Those that can't be answered live will be answered by email Copyright 2018 by CIMdata, Inc. 31 CIMdata Strategic consulting for competitive advantage in global markets World Headquarters 3909 Research Park Drive Ann Arbor, MI 48108 USA Tel:+1.734.668.9922 Fax:+1.734.668.1957 Main Office - Europe Oogststraat 20 6004 CV Weert, NL Tel:+31 (0) 495.533.666 Main Office - Asia-Pacific Takegahana-Nishimachi 310-31 Matsudo, Chiba 271-0071 JAPAN Tel: +81.47.361.5850 Fax: +81.47.362.0472 www.cimdata.com Serving clients from offices in North America, Europe, and Asia-Pacific Copyright 2018 by CIMdata, Inc. 32 Page 16