PDM/PLM Industry Trends And Best Practices

PDM/PLM IndustryTrends and BestPractices!A consulting company specializing in Product Lifecycle Management!July 18, 2018!Presented by: Lewis Kennebrew!www.archergrey.com!

Introduction!Henry Lewis Kennebrew, II Senior Director, Business ProcessConsul.ng Group @ ArcherGrey LLC Responsible for:– PLM Strategy– Business Process Enablement– Organiza9onal Change Management 20 years of PLM Experience3 years Engineering/CAD ExperienceBS in Aerospace EngineeringMBA in New Product Development9/21/182

Presentation Objectives!The objecPve of this presentaPon is to define and provide an overview of the currenttrends related to PDM, PLM, and related technologies (e.g. MDM, MBD) involved inproduct development and related value-chain acPviPes.AddiPonally, we will cover best prac.ces within a few top corporate PLM iniPaPves.9/21/18ArcherGrey Proprietary & Confiden9al3

DEFINITIONS!9/21/184

PDM,PLM, MDM and other Enterprise Platforms! PDM (Product Data Management) – primarilymanages CAD and document, product data,limited capabili9es in Change and Configura9onManagement (BoMs); a sub-set of PLMcapabili9esPLM (Product Lifecycle Management) - theprocess of managing the en9re lifecycle of aproduct from incep9on, through engineeringdesign and manufacture, to service and disposalof manufactured products. PLM integratespeople, data, processes and business systemsand provides a product informa9on backbonefor companies and their extended enterpriseMDM (Master Data Management) - in business,master data management (MDM) comprises theprocesses, governance, policies, standards andtools that consistently define and manage thecri9cal data of an organiza9on to provide asingle point of reference (Ex.: ERP SON, PLM EndItemSerialNum, CRM VIN MDM VehNum)9/21/18ArcherGrey Proprietary & Confiden9al5

PLM Maturity Levels!Typical company environments (no single data model) – Product DefiniPon InformaPon is spread across mulPple systems, applicaPons, and databases –isolated indepartmental silosPLM MaturityLevel 5Manage PLMprocesses acrossthe extendedenterprisePLM MaturityLevel 4Manage PLMprocesses insidethe enterprisePLM Maturity Level3:Full ProductDefini9onManagementPLM Maturity Level 2:Engineering Change &Configura9onManagementPLM MaturityLevel 1.5:SmarTeamPLM MaturityLevel 1:(PDM) CAD DataManagement9/21/1689/21/18ArcherGrey Proprietary & Confiden9al6

PLM Strategy! PLM Strategy should be about deployingCapabiliPes in the context of –––– 9/21/18ArcherGrey Proprietary & Confiden9alBusiness Objec9vesDepartmental Objec9vesOrganiza9onal ChangePriori9za9onIt’s not what you have that’s mostimportant, it’s how you use it7

CURRENT TRENDS!9/21/188

Current Objectives for PLM Systems!Aerospace and Defense ObjecPves(from highest to lowest importance)1. Reduce product development costs2. Improve aber-sale productmaintenance and service (reducecost/9me)3. Improve product quality4. Integrate PLM into enterprise-widebusiness processes5. Increase percentage of revenue fromnew products6. Reduce 9me to market for newproducts7. Ease outsourcing of productdevelopment tasks

Top Corporate Initiatives and PLM’s Impact!IniPaPves’ Importance to Business StrategyPLM’s Role in Enabling Strategic IniPaPves31%Digitalization / Digital EnterpriseDigital Twin29%24%15% 6%5% 15%18% 9% 7% 11%Digital Thread18%20%12%3%11%Industry 4.015%AR / VR13%21%13% 11%IoT12%22%23%IIoT8%30%21%30%36%17% 8%6%24%22%25%20%12% 10% 21%9% 9%28%CriticalSignificant ContributorContributes SomewhatLimited RelevanceNot RelevantDon't KnowSource: 2018 ArcherGrey w/Tech-Clarity SurveyTo be published Q32018

Gartner Hype Cycle for Discrete Manufacturing and PLM!Relevant PLM CapabiliPes Plateau of ProducPvity (Mature tech)– Parts & Materials Selec9on– CAD-Centric PDM Slope of Enlightenment (Stable tech)Simula9on & Virtual PrototypingProduct Requirements ManagementValue-Chain-Centric PDMProduct Porholio and ProgramManagement– Simula9on & Test Data Management–––– Trough of Disillusionment (Realityovertakes Hype)––––––9/21/18System Engineering SobwareProduct Cost ManagementSustainable Design PLMSynchronized BOMsMobility in Manufacturing Opera9onsMPM Frameworks11

Definitions! Digital TransformaPon/Digital Enterprise – A digital enterprise is an organiza9onthat uses technology as a compe99ve advantage in its internal and external opera9ons ( TechTarget). Digitaliza9on is the us of digital technologies to change a business model and providenew revenue and value-producing opportuni9es ( 2018 CIMdata/Gartner) Digital Twin - A digital twin is a virtual counterpart of a real object. As its purpose, a digital twinenables other sobware/systems to interact with it rather than the real object directly to improvemaintenance, upgrades, repairs and opera9on of the actual object. The minimum elements of adigital twin include the model of the object, data from the object, a unique one-to-onecorrespondence to the object and the ability to monitor the object. ( 2017 Gartner, “Hype-Cycle forDiscrete Manufacturers”) Digital Thread – the communica9on framework that allows a connected data flow andintegrated view of the asset’s data throughout its lifecycle across tradi9onally siloed func9onalperspec9ves ( 2016 IndustryWeek) Synchronized bills of materials (BOMs) - capabili9es refer to associa9ng and upda9ngequivalent items from different BOMs such as engineering, manufacturing, sales/marke9ng andservice, where each of the BOMs is structured differently ( 2017 Gartner, “Hype-Cycle for DiscreteManufacturers”).9/21/18ArcherGrey Proprietary & Confiden9al12

Definitions! Industry 4.0 - Industry 4.0, Industrie 4.0, or the fourth industrial revolu9on, is acollec9ve term embracing a number of contemporary automa9on, data exchange andmanufacturing technologies. It had been defined as 'a collec9ve term for technologies andconcepts of value chain organiza9on' which draws together Cyber-Physical Systems, theInternet of Things and the Internet of Services ( Wikipedia 8July2018) AR / VR: Augmented Reality (AR) / Virtual Reality - Augmented realityand virtual reality are inverse reflec9ons of one in another with what each technologyseeks to accomplish and deliver for the user. Virtual reality offers a digital recrea9on of areal life serng, while augmented reality delivers virtual elements as an overlay to the realworld. ( Augment.com 2015) IoT / IIoT - The Internet of Things (IoT) is the network of dedicated physical objects thatcontain embedded technology to communicate, sense or interact with their internal states orthe external environment. The Industrial Internet of Things (IIoT) is a core building block forsmart factories, many na9onal industrial produc9vity ini9a9ves and digital business.( Gartner 2017)9/21/18ArcherGrey Proprietary & Confiden9al13

BEST PRACTICES!9/21/1814

Best PracPcesDIGITALIZATION!(INCLUDES MBD, DIGITAL THREAD, DIGITAL TWIN, SYNCHRONIZED BOMS)9/21/18!15

PLM Digitalization: Model-Based-Definition (MBD)!Common Prac9ce: Drawing is the Master Very limited use of 3D, Many deriva9ve files (e.g. .DWG, .STEP, .PDF) Weak Rela9onships (i.e. not managed in PLM) between most data objectsMarke9ng /SalesConfigured Drawingto InternalPrototypeDrawingDrawingtoSupplierBill ofMaterialConfigured ngineeringCalcula9onsDigital Thread3D PrintedPrototypeAnnotated3D ModelVisualiza9on / ARExperienceBest Prac9ce: Model is the MasterSimplified atedTooling andFixtureModelsFEAModelDigitalTwinAnnotated3D Model toSupplierTooling c9onTooling uc9onsSTEP filePhysicalPrototype Extensive use of 3D, Minimum deriva9ve files Strong Rela9onships (i.e. managed in PLM) between most data objects9/21/18PreProduc9onValida9onArcherGrey Proprietary & Confiden9alAnnotated(QC Layer)3D ModelModel DrivenManufacturingincl. nima9onsAugmented Reality Experience16

PLM Digitalization: Synchronized BoMs!PLMERPBusiness ProcessesSystem EngineeringEngineeringProduc9on EngineeringPart-Based re)System BreakdownStructurePhaseOutSupply Chain Ac9vi9esProduct Development (Value Chain Ac9vi9es)Logical/Node StructureOpera9on/MROOrder FulfilmentService EngineeringFMBOMEBOMSBOMConfigured BOMEquipmentStructureRREquipmentStructureRAnalysis & TestStructureFFRequirementsStructureAATReqt MSTestsAnalysisSystem / Func9onalProduct StructureSobwaremCADStd PartseCADmCADSupplier PartsPkgEngineeringBills of MaterialRepair InstrParts ListsRepl. PartsStd PartsServiceBills of MaterialmCADMfg. a9onModulesManufacturingBills of Material9/21/18SerializedPartsArcherGrey Proprietary & Confiden9alConfig.Rules.Repair InstrOwner’sManualRepl. PartsAs-MaintainedBills of MaterialChoicesConfig PartsProduct VariantBills of Material17

Benefits of Digitalization! Improve product quality of and reduce errorsthrough design suited for all downstreamconsumers of the data NVACN Increase engineer produc9vity by search & reuse ofdata (e.g. Parts Classifica9on, Shape Index Search)20% of engineering costs are associated with nonvalue added (NVA) ac9vi9es. (Coopers and Lybrand)CN creaPon dropped drama9cally due to improvedmodeling prac9ces mee9ng the needs of alldownstream users (Anecdote from Solar Turbines)It is es9mated that 25% of an engineer’s Pme isspent looking for informa9on. (Benchmark Research) The average knowledge worker spends 2.5 hours perday searching for informa9on - that is reading emails,searching for informa9on on personal computers,company servers, physical loca9ons and the Internet,and finding informa9on within documents.(IDC) 15% of product costs are related to re-work and reuse issues. (AT Kearney) Engineers learned to model within suppliercapabili9es thus reducing part cost, improvingquality, and allowing Purchasing to negoPate awaysupplier remodeling costs (Anecdote from Cummins)Rich CAD informa9on can be accessed by non-CADusers in without complex/expensive CAD tools, orspending valuable 9me genera9ng CAD informa9onin different formatsReWork Required use of 3D models, annotated with PMI,with suppliers (vs. drawings) improved part quality,engineer/designer know-how, and lowered unitcosts9/21/18ArcherGrey Proprietary & Confiden9al18

Benefits of incorporating a Digital Twin!The benefits expected from having a digital twin for each product unit include: More effec9ve assessment of a system’s current and future capabili9es during itslifecycle Early discovery of system performance deficiencies by simula9ng results way beforephysical processes and product are developed Op9miza9on of operability, manufacturability, inspectability, and sustainabilityleveraging models and simula9ons applied during the en9re lifecycle of each tailnumber Con9nuous refinement of designs and models through data captured and easilycrossed referenced to design detailsSource: 2016 IndustryWeek9/21/18ArcherGrey Proprietary & Confiden9al19

Best PracPcesSYSTEMS ENGINEERING!(INCLUDES V-MODEL PROCESS, SYSTEMS ENGINEERING, SIMULATIONS,DIGITAL TWIN)!9/21/1820

Systems Engineering and Simulation!Process PerspecPveCapabiliPes PerspecPveSystems Engineering and Simula9on Diagram: 2017 Gartner9/21/18ArcherGrey Proprietary & Confiden9al21

Systems Engineering and Simulation!CapabiliPes PerspecPveProcess PerspecPveProjectLinkMROManagementSystem DesignProjectPlanning &ExecuPonProject and Porholio ManagementWindchillOp9ons & Variants /Plahorm StructuresOpera9onsManagementRequirementsCapture &ManagementVariant Design& Genera9onSimula9on & TestManagementIntegrityPrototype /Digital TwinDevelopmentIntegrityCATIAV5MC tegrityProjectPlanning ementIntegrityMESWindchill QMSIntegrityWindchillServiceManagementAppSystems Engineering and Simula9on Diagram: 2017 Gartner9/21/18ArcherGrey Proprietary & Confiden9al22