ENOVIA SmarTeam Deployment at AS&E

Maureen Murphy - AS&E

Jonathan Scott - Razorleaf

Agenda

• Introductions• Message• History of PLM at AS&E• AS&E’s PLM objectives• Problems & Solutions• Future of PLM at AS&E• Summary• Q&A

American Science & Engineering

• 400 employees in Billerica, MA + worldwide• Founded in 1958• Specialty: Backscatter X-Ray Equipment• Fame: SmartCheck• Customers:

• TSA• DHS• NATO• Confidential

• US Customs• UK Customs• US DNDO

• USN• USAF• USMC

Backscatter Technology

Backscatter Technology

SmartCheck

SmartCheck

AS&E – Engineering Services Group

• Maureen Murphy• Engineering Services Manager• Deep background in CM

• Bill Abely• CAD Services Manager• Focused on methodology & practices for mechanical design

• Raul Rosa• Principal Business Systems Analyst• CAD and CAD integration specialist, mechanical design focus

• Laura Murphy• Business Systems Analyst• Combined IT/business perspective for non-engineering users

Razorleaf

• Consulting & Services Provider (not reseller)• ENOVIA SmarTeam Experts• North America

• Jonathan Scott• Mechanical Engineer from Nuclear Industry• PLM Consultant for ~10 years• BOM / CM Expert• Williamsburg, VA

Today’s Message

Message

• Never a shortage of technical issues

• AS&E’s biggest issues weren’t technical

• Culture change is hard

PLM History at AS&E: pre-2004

CAD PDM ERP

1980’s - - Legacy

1990’s AutoCAD - Fourth Shift

Late 1990’s

Inventor + AutoCAD

network Fourth Shift

1998 SolidWorks network Fourth Shift

2001 SolidWorks PDMWorks Fourth Shift

2004 SolidWorks SmarTeam Fourth Shift

PLM History at AS&E: post-2004

• Struggled to deploy ENOVIA SmarTeam (2004-2007)

• ENOVIA SmarTeam in production (2007)

• Replaced Fourth Shift with Oracle Apps (2007-2008)

• Redeployed ENOVIA SmarTeam on PLMDB (2008)

• Light SmarTeam – Oracle integration in place (2008)

• Added Sequence for MES (2008)

• Added 3DVIA Comp. for manufacturing content (2009)

PLM Objectives

• Engineering data management

• Multi-disciplinary BOM management

• Automated CM (configuration management)

• Integration with ERP & MES

• Regulatory compliance (ITAR / EAR)

• Move to MBD (away from drawings)

• Supply/design chain management

• Program management

Problems & Solutions

• Partner Skills• Partner Experience• Sponsorship• Training• Data Load

Impact Poor User Adoption

Problems & Solutions: Partner Skills

• Original partner got out of ENOVIA SmarTeam; services subcontracted to second partner“No we don’t sell it anymore, but we can run your project.”

• Second partner brought inexperienced resources“What is SolidWorks, is it like CATIA?”

• Second partner brought training challenges“I may not speak your language well, but let’s start training.”“I may not know this software module, but let’s start training.”

Problems & Solutions: Partner Skills

• Original partner got out of ENOVIA SmarTeam; services subcontracted to second partner“No we don’t sell it anymore, but we can run your project.”

• Second partner brought inexperienced resources“What is SolidWorks, is it like CATIA?”

• Second partner brought training challenges“I may not speak your language well, but let’s start training.”“I may not know this software module, but let’s start training.”

• Solution: Engaged Razorleaf in early 2006• Advice: Select partners carefully

Problems & Solutions: Partner Experience

• Followed user demands, against best practices“Sure, name your files however you like, its no big deal.”“So what if its so complicated no one knows how to search?”

• Default settings from installation, unaware of impact“We didn’t know what we didn’t know.”

Problems & Solutions: Partner Experience

• Followed user demands, against best practices“Sure, name your files however you like, its no big deal.”“So what if its so complicated no one knows how to search?”

• Default settings from installation, unaware of impact“We didn’t know what we didn’t know.”

• Solution 1: Changed SmarTeam configuration• Solution 2: Redeployed PLMDB• Advice: Select partners carefully

Problems & Solutions: Sponsorship

• Reality check – sales is not consulting“The salesperson said we’d be up-and-running by now.”

• Did we pick the wrong software?“We hire smart people, so it must be a software problem”

• I support this initiative, really I do“Please, could you kinda, maybe try the software again?”

Problems & Solutions: Sponsorship

• Reality check – sales is not consulting“The salesperson said we’d be up-and-running by now.”

• Did we pick the wrong software?“We hire smart people, so it must be a software problem”

• I support this initiative, really I do“Please, could you kinda, maybe try the software again?”

• Solution: Spoke the truth, even when it hurt• Advice: Get deep management sponsorship

Problems & Solutions: Training

• Power users must understand “why”, can’t self-train“Do it this way, because that’s what the manual says.”“Just show me the software, I’ll figure out what to do with it.”

• The data matters (somewhat)“Our assemblies have 5,000 parts, not 5.”

• Training is not optional“I’m busy with a project, I’ll catch up on using PDM later.”

Problems & Solutions: Training

• Power users must understand “why”, can’t self-train“Do it this way, because that’s what the manual says.”“Just show me the software, I’ll figure out what to do with it.”

• The data matters (somewhat)“Our assemblies have 5,000 parts, not 5.”

• Training is not optional“I’m busy with a project, I’ll catch up on using PDM later.”

• Solution: Retrained 30+ users• Advice 1: Require training, make it relevant• Advice 2: Have enough rollout support

Problems & Solutions: Data Load

• No detailed specification, insufficient planning“Well, you didn’t ask for that.” “I didn’t know they would want to search on that field.”

• Poor reliability and performanceUnpredictable crashes, unable to resume, long run times

• Insufficient validation - consultantMissing records, duplicate records, records without revision

• Insufficient validation - users“Yeah, I kinda looked at the data. It seems OK.”

Problems & Solutions: Data Load

• No detailed specification, insufficient planning“Well, you didn’t ask for that.” “I didn’t know they would want to search on that field.”

• Poor reliability and performanceUnpredictable crashes, unable to resume, long run times

• Insufficient validation - consultantMissing records, duplicate records, records without revision

• Insufficient validation - users“Yeah, I kinda looked at the data. It seems OK.”

• Solution: Remediated data through SQL• Advice: Specify and validate data loads (in detail)

Status

• Non-CAD users love the system

• CAD user champions are leading the charge and

converting the last remaining holdouts

• Struggling with some technical issues in V5R19

• Overall, users have adopted it - FINALLYFINALLY

PLM Future at AS&E

• Creating neutral files for design/supply chain

• Managing transmittals for design/supply chain

• End-to-end 3D managed content

(SolidWorks and 3DVIA Composer both integrated)

• Investigate full BOM management

• More rich PDM-ERP integration

(bi-directionality, BOM structures)

• Investigate program management

Summary

• There are always plenty of technical issues

• AS&E’s biggest issues weren’t technical:

• “The data is junk, I can’t trust the system”

• “Training was nice, but that will never work for me”

• “You can’t make me use the system”

• “The system slows me down, I’m faster without it”

• Culture change is the hardest thing about PDM

Jonathan Scottwww.Razorleaf.com

Jonathan.Scott@Razorleaf.com

330.676.0022 x7133

@JonathanPScott

Maureen Murphywww.AS-E.com

MMurphy@AS-E.com

978.262.8874