presentation title: simplify approval process by ......• focus: teamcenter, nx, infrastructure •...
TRANSCRIPT
Presentation title: Simplify approval process by
leveraging results from validation
Presentation date: 2018-10-30
Room name: Lifecycle Collaboration 1
Presenter name: Stéphane Langlade
Oliver Yalcintepe
CAD’N ORG a member of LMtec Group® PLM Europe 2018 – All rights reserved
…now it works
Our Company
• Consulting for PLM and CAD solutions
• Founded 1998 in Rüsselsheim
• Focus: Teamcenter, NX, Infrastructure
• Own software development to optimize Teamcenter
• Partner of Siemens Industry Software GmbH
Member of the worldwide LMtec
Group with locations in Germany,
Switzerland, India and America
…now it works
Teamcenter – Data Validation
Goal: Simplify processes and improve data quality
Additional Benefits:
• Clear and transparent processes
• Higher user acceptance
• Achieve desired level of quality
• Foundation of real plus value in data usage
• Better business decisions
…now it works
Agenda
Part 1: Key points of data validation• Why automated data validation
• Causes of data leaks in the PLM system
• How to ensure data consistency
Part 2: Case studies• Validation during data creation
• Simplification of existing approval processes
• Data Validation Reports
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Why automated data validation?
Enabler for better performance and better business decisions:
• 100% reliable quality checks• consistent quality level & not depending on user
• no human error
• Avoid costly mistakes • the sooner you identify an error is the best: less
complexity to identify and correct
• Much better user acceptance• Ramp-up of user knowledge of company standards
• Smooth usage of data in every next step
• Help user to achieve desired level of quality
• Speed up release processes• check existing product structure
• 10x faster quality checks
• Reduce administrative effort• include validation check in any step
• 5x faster on new data creation
• several source: rules & methods
• Faster evolution of configuration• Flexibility & ability to evolve
• User needs no specific knowledge
• User needs no intensive training
…now it works
• Incomplete work instructions / guidelines
• No use of naming conventions
• Insufficient automation
• Incorrect use of object types (complex structures)
• Different templates for documents
• Migrated data
• Lack of input and output management
• Missing integration with third-party systems
• Software errors
• …
Causes of data leaks in the PLM system
0 Byte PDF documentation
Missingdescription
Drawing is not complete
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How to ensure data consistency: Data Lifecycle
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How to ensure data consistency: Options
• Data Creation/Preparation: Avoidance of incorrect entries
o Automation of data checks (for example, during create, revise, classify, ...)
o Automatically fill forms based on existing data
o Data validation in every application (Teamcenter RAC, Active Workspace, NX, Workflow)
• Data Release/Usage: Reduction of complexity
o Readable error messages for the independent solution of problems
o Work instructions directly available (for example, wrong assignment of a component)
o Pre check (complete display of errors with work instructions)
• Data Deprecation: Validation of existing/old data
o Cyclic review of data in Teamcenter (reports)
o Same procedure / basis for all validations
…now it works
Agenda
Goal: Simplify processes and improve data quality
Part 1: Key points of data validation• Why automated data validation
• Causes of data leaks in the PLM system
• How to ensure data consistency
Part 2: Case studies• Validation during data creation
• Simplification of existing approval processes
• Data Validation Reports and Analysis
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User Stories: Overview
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User Story: Create a new Product
Tasks:
o Search to avoid duplicates
o Fill a lot of required attributes
o Check dependencies to other product lines
o Trigger the process for other departments
…
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User Story: Create a new Product
Simplified Object Creation:o Prevent inconsistent data in the creation
process
o Fix errors as soon as possible
o Ramp-up of user knowledge of company
standards
o Smooth usage of data in every next step
o Avoid invalid data with deeply integrated
check conditions
o Easy integration in any Teamcenter
application or process
Check for
duplicates during
object creation
with user hints
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User Story: Create a new Product
Demo:
Item Creation
with input
validation
Video:
https://www.youtube.com/watch?v=SadlIqWYFFY
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• Quality level is consistent
• Quality level is reliable
• GUI is easy to use
• One source
• One application
=> Benefits of :
• Reliability: 100%
• Availability, continuity & resilience
• Usability: all in one
• Performance: 5 time faster
• Capacity: no limit on cascading LOV
Manual creation & checks (30 min)
CNO Validation Framework
(6min)
• Quality level depends on user
• Quality level subjects to human error
• Several source: rules, Teamcenter, methods
• Several application: documentation, Teamcenter
User Story: Create a new Product
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User Story: Filling Forms
Fill out forms manually (10min)
• User has to search for correct information
• Data must be manually entered
• Missing or invalid data
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CNO AutoFill / Smart Forms
• Automatically fill attributes with an easy integration in existing Stylesheets
and Workflows.
• Rule based option to map and define values to complete forms.
Automatically fulfill
dependent attributes
Validation at creation
+ StyleSheet
+ Autofill =>
<= Validation handler + Autofill
Extend existing Workflows
or use Batch options
to fill forms or complete missing data
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CNO AutoFill / Smart Forms
• Scenario:
– User puts in a
value on an
attribute
– In this particular
case, value of
some other
attributes are
forced
=> Benefits of :
• Properties can
be automatically
fulfilled
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User Stories: Overview
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Options: Object Creation
• Avoid inconsistent datao Validation before and during the creation of objects
o Validation of dependencies between different objects and attributes
o Validate each component with assembly specific conditions in a multilevel BOM
• Avoid duplicated datao Uniqueness of object properties via internal search to check already existing data in the
PLM-System.
• Avoid invalid dependencieso Pre-Check on relation creations, ex. project container with invalid combination of
attributes based on difference list of values
…now it works
Teamcenter: Sample – BOM changes and dependencies
Video:
https://www.youtube.com/watch?v=v8QejjdDcqA
Extension: BOM Change Validation Extension: Checking dependencies
…now it works
Teamcenter: Sample – Third-party system integration
SAP with Teamcenter Integration Polarion connected with Teamcenter
NX
with
Teamcenter
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User Stories: Overview
…now it works
User Story: Release an Assembly for manufacturing
o Check multiple bill of materials (e-bom, m-bom)
o Control all required documents and certificates
o Avoid usage of obsolete materials
o All technical documents are up-to-date
o Correct descriptions in sub components
o Check firmware information (Polarion)
o Schedule and Milestones
o … Attributes for furtherprocesses are not filled
0 Byte PDF documentation
Missing description
Mismatch of release status
Drawing is not complete
…now it works
User Story: Release an Assembly for manufacturing
Manual checks (30-60min)
• Quality level depends on user
• Quality level subjects to human error
• Several source: rules, documentation, methods
• Several application: Teamcenter, ERP-System, …
Requirement: Automated "Check BOM“
• Checking a complete bill of material (expansion all levels)
• Check attributes based on other attributes
• Check for dependent fields and objects on BOM components
This task
is boring!
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User Story: Release an Assembly for manufacturing
Ad-Hoc Validationo Pre-Validation before starting the release process
o Validation in any processing step
o Direct integration of quality standard information in the TC user interface
o Optional post processing based on the result of the verification
Sample: Rich Client
Demo: Assembly validationo Check a complete bill of material (all levels )
o Checks dependent attributes or related
objects
o Check properties of sub components
Sample: AWC
Video
https://www.youtube.com/watch?v=L4JGj-SHoKQ
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User Story: Release an Assembly for manufacturing
Enablers of better performances and competitiveness:
• 5x faster
• 100% reliable quality checks
• Much better usability
• More validation capacity
• User needs no intensive training
• Every information in one location
• Every thing in one application
• Avoid costly mistakes
• Data quality:
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User Stories: Overview
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User Story: Design Release
Workflow Check
Workflow Issues based on data problemso No use of naming conventions
o Different templates for documents
o Missing work instructions / guidelines
o Migrated data
o Incorrect use of object types (complex structures)
o Insufficient automation
o Lack of integration with third-party systems
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User Story: Design Release Workflow Template (original)
Entry Checks
Document Checks
Maturity Checks
BOM Sub Workflows
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Simplify an existing Design Release
Workflow Check (original): Validation Framework:
Additional Pre-Validationo Check assembly components
o Change and material descriptions
o Category, …
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Simplified Process using data validation
Call the Design Release
workflow upon successful
verification
Benefit: o Users get a simple overview of all validation steps before the part is sent to a workflow.
o Direct correction capability by accessing the referenced objects via user interface.
Transfer of all workflow checks
to pre-validation
Simplified workflow, with
additional checking of all
conditions in the start task
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Simplify an existing Design Release
Demo:
Simplified Design
Release Process
Video:
https://www.youtube.com/watch?v=7awERxbQoww
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User Stories: Overview
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Teamcenter: Validation – Analysis Feature
Data analysis to improve the data qualityo Reports on the base of simple defined check conditions
o Validation on all existing data in you PLM-System
o Validation of newly migrated data
o Query-Engine for a direct integration in Reporting-Services
o Clean-up feature for pre-active data correction
Sample: Batch Validation (Report)
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Teamcenter: Validation – Property Change
Extension to use validation in ex. Summary Stylesheets
(OOTB Stylesheets)
Video
https://www.youtube.com/watch?v=kZ1qccU9jJ4
…now it works
Teamcenter: Validation – Analysis Feature
Further Samples:
• Ensuring product data quality
• Share of unreleased parts
• Changes after approval
• Check mandatory fields for migrated data
• Optimization of stock data
• Examination of the use of a purchased part
• Number of uses of purchased parts of a manufacturer
• Part usage• Identification of unclassified standard components
• Number of uses of parts
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Teamcenter: Validation – External Data
Excel formulas& pricing rules
ERP-System
Different Sources
XML /
JSON
Collected Data
Combined Result (Excel, SAP, Teamcenter)
…now it works
CNO Validation Framework: Data Lifecycle Support
…now it works
Teamcenter: Validation – Questions?
CAD ‘N ORG GmbH
Eisenstrasse 2-4
DE-65428 Ruesselsheim
www.cadnorg.com
…and answers also here on
our booth
Oliver YalcintepeHead of Development
CAD ’N ORG GmbH
Stéphane LangladeSenior Consultant PLM
CAD ’N ORG GmbH
Page
41
Your name/Company
www.plm-europe.orgwww.siemens.com/plm
October 2018