Industry Story Template

1
OracleProduct Lifecycle Management
Know More. Do More. Spend Less.
John Conlin , CPIM Principal Sales Consultant
2
Product Lifecycle Mgmt At-a-Glance
Your Company
Analyze Rationalize
Prototype Test
Production
Maintenance
Retirement
Concept
Develop
Release
Product Development
Post-Development
Customers
Suppliers
Oracles vision encompasses all three dimensions
of PLM -- product, resource management, and
financial tracking. Oracle is promoting a PLM
strategy supported by offerings that are
compatible with its Oracle Manufacturing
solution, its financial software, and its SCM and
CRM offerings.
M. Halpern, K. BrantMarch 2003
3
Business Pressures

• Cycle Time Compression
• How can I compress design cycles to accelerate
  new product introduction?
• How can I improve coordination in a concurrent
  engineering environment?

• Competition Cost Pressure
• What can I do to increase component reuse?
• Which projects are low value and should be
  discontinued?

ProductDevelopment
Post-Development

• Increased Complexity
• How can I enable design and configuration of
  complex solutions?
• How do I effectively manage large,
  cross-functional teams?

• Global Virtual Teams
• How do I provide 24x7 access to critical product
  information?
• How can I best leverage my outsourcing partners?

4
Operational Challenges
Product Lifecycle Flow
Marketing / Sales
Manufacturing
Design / Engineering
Service
Corp. Planning
ProductDefinition A
ProductDefinition B
ProductDefinition C
ProductDefinition D
ProductDefinition E
Company 1
ProjectPlan 2
ProjectPlan 3
ProjectPlan 4
ProjectPlan 5
ProjectPlan 1
CollaborationMethods
Phone
Mail
Fax
E-mail
ProductDefinition F
ProductDefinition G
ProductDefinition H
ProductDefinition I
ProductDefinition J
Company 2
ProjectPlan 7
ProjectPlan 8
ProjectPlan 9
ProjectPlan 10
ProjectPlan 6
Marketing / Sales
Manufacturing
Design / Engineering
Service
Corp. Planning
Product Lifecycle Flow
Multiple Definitions, Limited Collaboration,
Linear Product Life
5
A Need for ChangeLeading Business Trends

• Design for Product and Component Reuse
• Shorter Project Cycles for Design and Delivery
• Product Definition Management from Concept to
  Retirement
• Increasing Strategic Partnerships for Design
  Outsourcing
• Design Anywhere, Build Anywhere Virtual Teams
• Real-Time Visibility of Schedule, Costs Changes

6
Product Lifecycle Mgmt Opportunity
Component Reuse 50 Engineering Changes 90
ECO Cycle Time Admin Expense 50 Customer RFQ
Cycle Time 75 Design Errors Rework Expense
25 CTO / ETO Order Errors 90
Better product lifecycle management could create
105B in new operating margin for
U.S.manufacturers.
Manufacturers should prioritize PLM because it
can help them get greater value from their
product investments through better leverage of
product knowledge, financial resources and
personnel.
7
What Oracle Customers are Achieving
Our idea was to facilitate Web-based information
sharing and exchange during all phases of the
plant life cycle. Through such information
sharing, we facilitate collaborative work
processes and improve the management of change
not only internally but also while working with
our suppliers. -- Claus Langlo,
Senior Engineer
Instead of having to use site visits or faxes,
we were able to get online and use collaboration
tools. In CADView-3D, we could allow the
construction manager at the site to take control
of the session, and point out issues or
questions. Then the design engineer in the office
could take control and explain the
answer. -- Carl Toner, Engineering Supervisor
CADView-3D helps us have control of our
projects. We can easily review the design model
and determine the level of completion.
Productivity has increased since we're not
working off paper checksets. Furthermore,
CADView-3D gives us the ability to find out
information that might not be readily available
if we had to generate traditional 2D electronic
CAD files or paper drawings and then go back and
check things by hand. -- Rob Brawn,
Director of Design Automation
8
How OracleDelivers
9
Oracle Product Lifecycle Management
Coming in a future release
10
Foundation Common RepositoryConsolidate All
Data for Single Source of Truth

• Consolidate All Information
• CAD and engineering definitions
• Configuration specs(sales, service, etc.)
• Product information structure
• Install base
• Project documents
• Issues, change requests,
• change orders
• Work and resource plans
• Budgets forecasts
• Schedules / performance
• Scale to Meet Growth Demands
• Links to External Systems

PDM System 1
Component Supplier Mgmt System
ProjectInformation
PDM System 2
11
Oracle Product Lifecycle ManagementEnables You
To

• Drive Component Reuse with Global Product Catalog
• Securely Collaborate with Extended Enterprise
• Improve Project Visibility and Control

12
Global Product CatalogCapture All Product
Information In One Place

• Enables...
• Component Reuse
• Secure Collaboration with Customers Suppliers
• Leverages Oracle Database...
• Text Parametric Search with Text Partitioned
  Index Technology
• Scalability Performance
• Supports Full Global Operation...
• Single Global Instance
• 30 Languages
• All Currencies
• All Localizations

Develop
Maintain
Market
Service
Plan
Transportation
InventoryOptimization
Sell
Procure
Warehouse
Fulfill
Manufacture
Automation
Collaboration
Intelligence
13
Advanced Security SolutionProvide Secure,
Role-Based Views to Product Info
Unique View for Engineering
Advanced Security
Unique View for Finance
Access Based On
Unique View for Suppliers

• Job Function
• Data Permissions

14
Classify Components for Easy RetrievalOrganize
Information in Engineering Catalog
Category Electronic Components
Category
H i e r a r c h y

• User defined category hierarchy
• User defined attributes for each category
• Attribute inheritance for easy maintenance
• Assign components to categories

Part ____ Manufacturer ____ Price ____ Attribute
N ____
Category Attributes
Category Resistors
Category Capacitors
Part ____ Manufacturer ____ Price ____ Attribute
N ____ Ohms ____
Part ____ Manufacturer ____ Price ____ Attribute
N ____ Microfarads ____
Inherited Attributes
Unique Attributes
15
Unified Product Catalog SearchProvide Instant
Access to Product Information
Casual Search
Technical Search

• All Users
• Casual users
• Technical users
• Search Options
• Browse catalog
• Simple search
• Advanced search
• Intuitive Interface
• Internal and External Usage

Results
16
Search and Find the Best ComponentIncrease
Component Reuse Through Advanced Search
Browse Category Hierarchy
Category
Search
Search Components by Specification Values (and
compare search results)
Attributes
AttributeValues
Choose Best Fitting Component
Best Component
17
Control the Product Change ProcessWorkflow
Driven Process Automation
ID Issue
Assign Notify
AssessImpact
Review
Approveor Reject
Create Change Request (ECR)
Cost
Schedule
Alerts Notifications
Engineer
Dispositions
Workflow Driven
ImplementChange
Test Approve
Review
CreateWork Pkg
Create Change Order(ECO)
QA / Engr
Engineer
Org 1, Org 2,

• User-Defined Change Types
• Streamline Review and Approvals
• Facilitate Multi-Company Collaboration

18
Oracle Product Lifecycle Management Enables You
To

• Drive Component Reuse with Global Product Catalog
• Securely Collaborate with Extended Enterprise
• Improve Project Visibility and Control

19
Oracle Advanced Collaboration
Advanced Collaboration Services
Internal
Web-BasedAccess
Engineering
All Other Depts
Mfg

• Project Data
• CAD Designs
• Specifications
• Docs / Files
• E-Mails
• Voice Messages

Integrated E-Mail, Fax, Voice Mail
CAD Review
External
Partners
Suppliers
Customers
Web-BasedAccess
Scheduling, Web Conferencing
Document Mgmt
Role-Based Security
Share the right information, with the right
people, at the right time by automating
optimizing collaborative business processes.
20
Multi-Mode Information Access Use the Method that
is Most Convenient

• Voice mail and fax via PC
• E-mail by phone
• Simultaneously searche-mails and documents
• CAD streaming without file download down to 56Kbps

CAD
Communications
Documents
21
Easy Stakeholder Access Drive Participation of
All Contributors
Your Company
Design
Marketing
Purchasing
Sales
Mgmt
Finance
Service

• Global access anywhere anytime
• Office and home
• Customer and supplier sites
• Airport terminal
• Other

Secure, Role-Based Access
Browser
Global Repository
Customers
Partners
OEMs
Service
Distribution
Mfg
Consumers

• Browser-based for fast roll-out and user adoption
• Streamlined Communications UI for higher
  utilization
• Configurable CAD UI for ease of use by all
  stakeholders

22
Web-Based Conferencing Reduce the Need for
Physical Meetings

• Engineering change order reviews and approvals
• Supplier RFQ andquote clarifications
• Manufacturing process design reviews
• Sales training
• Service training
• Maintenance coordination
• Project status reviews

Web-Based Conference
23
Online CAD Sharing and Markup Securely Share
Drawings and Designs

• Streaming-BasedCAD View Mark-Up
• Product data queries
• Mark-ups
• Perspective views
• Sectioned views
• Animations
• CAD format neutral
• Spontaneous access without download
• Web Conferencing
• File sharing
• Desktop sharing
• Application sharing
• Co-browsing
• White boarding

Project Mgr., E C Contractor Theres plenty of
clearance over the decking
Assure single source of truth via central
hosting
24
Internet-Based Calendar Scheduling Efficiently
Identify Availability Schedule Meetings
Automatically poll team members

• Attach URL links for meeting materials to
  invitation
• Automaticallye-mail meeting notices to team,
  with wireless reminders to phones and PDAs

Quickly identify earliest feasible meeting time
25
Document Tracking and SharingImprove Efficiency
and Reduce Review Time

• Establish Shared Document Repository for Project
  Team
• Use Oracle Files of Collaboration Suite
• Integrate with enterprise document repository via
  WebDav protocol
• Utilize Foldering and Versioning
• Check documents in and out
• Ensure Security for Documents
• Provide Collaborative Environment for Real-Time
  Review
• Streaming via Oracle CADView-3D
• Route and Approve Documents

ElectronicRouting
26
Oracle Product Lifecycle Management Enables You
To

• Drive Component Reuse with Global Product Catalog
• Securely Collaborate with Extended Enterprise
• Improve Project Visibility and Control

27
Oracle Enterprise Project Management
Sales
Financials
ResourceManagement
Project Management
Funded Research / Work
HR

• Plan Project
• Manage Change
• Manage Performance

• Update Skills
• Match Resources
• Track Utilization

Facility / Construction Mgt
Procurement
Asset Mgt
Inventory
GlobalProject Repository
Research Development
Manufacturing

• Update Progress
• Review Documents
• Resolve Issues

• Track Effort/Costs
• Manage Contract/Billing
• Capitalize Assets
• Cross-Charge

Information Technology
Sales / Contracts
Marketing
Asset Mgt
Accounting Operations
Collaboration
Other InternalProject Work
DocumentRepository
Intelligence Portfolio Planning
Strategic Initiatives
CAD / Product Info
Demand
Built-In Enterprise Integration
Personalized Role-Based Views
28
Project Visibility and ControlMake Better
Decisions with Less Effort
ProjectManager

• Gain Real-Time Project Status Visibility
• Receive alerts (Portal / e-mail notification)
• Drill down to details via Project Workbench
• Integrate All Relevant Systems
• Financials
• Procurement
• Human Resources
• Control Project to Meet Delivery Targets
• Receive continuous feedback
• Proactively plan and forecast
• Ensure up-to-date communication

Workbench
Portal

• Contracts
• Manufacturing
• Maintenance

Team Members, Partners Suppliers
Operational Systems
29
Improve Budget and Forecast OversightManage
Within Budget with Improved Visibility

• Flexible Definition and Approvals
• Plan Types, Project/Task Levels, Budget
  Categories, Time Phases
• Multiple Versions Approval via Workflow
• Simplified Entry
• Enter and Adjust via Templates, Excel, Web UI
• Integrated Change Requests and Orders
• Robust Budget Analysis
• Based on Original and Current Budget
• Actual Results Comparison Costs/Hours/Quantities
  /Revenue
• Streamlined Forecasting
• Forecast at Completion Version Tracking
• Cash Forecasts by Project

30
Provide Robust Work TrackingGain Visibility to
Workplans and Schedules

• Flexible Definition
• Unlimited Hierarchy
• Life Cycle Tracking
• Bi-directional interface to MS Project
• Workplan Versioning
• Same or Different Task Hierarchy for Workplan
  and Financial Structure
• Simplified Progress Tracking
• Manager or Team Updates
• Progress History
• Input Defined by Type of Work

31
Manage ProgressReview Summary and Drill Down to
Details
Color-coded project status
Detailed comments
Support for multiple date types
Documents for additional context
Task-level progress
32
Efficiently Manage Project ChangesIncrease
Visibility and Reduce Time for Resolution

• Enable Robust Tracking of Issues / Changes
• Handle multiple participants in a single system
• Replace fax, phone, mail
• Reduce risk with traceability for regulatory and
  legal backup
• Include in approved budget upon resolution

• Evaluate and Implement Impact in Closed Loop
• Discuss and resolve collaboratively
• Gain complete visibility from definition to
  resolution
• Leverage workflow approvals and notifications
• Speed approvals and implementation

Avoid Misrouted Paperwork, Save Time and Cost
33
Project Portfolio VisibilityMake Decisions Based
on Facts, Not Guesswork

• Color-Coded DashboardReflecting Project Health
• Status, Utilization and Resource Planning Metrics
• Monitor Project Budget and Schedule
• Enhanced Financial Accountability and Control
• View Activities, Responsibilities, and Progress

Program A

Project One Project Two Project
Three Project Four Project Five
Overall Project Status
Resource Utilization
Resource Planning
34
Integrated ThroughoutPLM Offering
Product Intelligence
35
Real-Time Product IntelligenceGlobal Access to
Complete Product Information
What are the total costs of all my product
changes?
How many open ECOs do we have by department?
On average, how long do we take to complete ECOs?
Which component designs are at risk?
What percentage of components are being reused in
new designs?
36
Product Intelligence Timely, Accurate,
Relevant

• Daily updates on key performance indicators
• Actionable information on savings and incremental
  revenue opportunities
• At a glance
• Part count / unit cost
• New, open, and late change orders
• Change order cost and cycle time
• Component reuse
• BOM levels

Flexible Time Periods
Flexible Comparisons
Real-Time Results
Graphs
Links
PerformanceMeasures
Reports
Coming in a future release
37
Oracle Product Lifecycle Management
Drive Component Reuse with Global Product Catalog
Single source of global product and component
information
Securely Collaborate with Extended Enterprise
Advanced collaboration tools CAD streaming,
file sharing, web conferencing, scheduling
Enterprise project management budgets,
resources, work-tracking
Improve Project Visibility and Control
38
Product Lifecycle Management Key Products
Coming in a future release
39
Evolution of Oracle Product Lifecycle Management
With 11i.9
Differentiators
Coming in 11i.10

• CAD sharing
• Multi-user review/mark-up
• Change mgmt integration
• Collaboration tools
• Integrated document mgmt
• Internet conferencing
• Sourcing
• RFx support
• Multi-round negotiations
• Bid analysis awarding
• Sales/manufacturing configuration management
• Manage config rules
• Validate sales orders
• Generate manufacturing BOMs and routing
• Validate service parts
• Recipe formula development
• Clinical trial management

• Global product and component catalog
• Advanced search
• Role-based security
• Issue management
• Change request management
• Comprehensive APIs
• Project management
• Project planning and tracking
• Budgeting forecasting
• Project change management
• Project collaboration
• Stakeholder visibility
• Issue resolution
• Integrated product intelligence

• New item request, definition, and approval
  workflow
• Item attribute attachment change order
• Lifecycle phase change policies
• Preferred and approved manufacturers for an item
• Improved / embedded document management
• Product intelligence analysis change orders,
  part count, unit cost, leads, sales

"The following is intended to outline our general
product direction and is intended for information
purposes only. The development, release and
timing of any features or functionality remains
at the sole discretion of Oracle. This
presentation is not a commitment to deliver any
material, code or functionality."
40
Support Global OperationsThink Globally, Act
Locally

• 30 Languages
• Multiple Currencies
• Customers in 100 Countries
• All Languages Installable in Same Unicode
  Instance
• Support for Statutory and Customary Local
  Requirements

41
Modular ArchitectureImplement Based on Your
Business Priorities

• Implement by Business Flow
• Start with one flow, demonstrate initial success
• Add more flows to expand business coverage
• Support changing business needs
• Flows are Seamlessly Integrated
• Replace disparate systems
• Eliminate data synchronization
• Decrease time and cost to implement

42
Lower Total Cost of Ownership (TCO)
E-Business On Demand
Run on a Single Global Instance
OracleManages
YouManage
Needs
Roles
Availability Security Performance Change Problems
50 Lower Cost 50 Better Svc Core
Competence Predictable Cost
App Admin DB/AS Admin Sys Admin HW Admin
Consolidate Data Centersand Databases
Low Cost Linux Hardware
Standardized Open Integration Platform

• 3x faster, 5x cheaper
• Easy to Automate en Mass
• Highly Reliable

• Business events infrastructure
• Industry standard protocols
• Centralized integration repository

Oracles Experience with Linux
Production midtiers 100 Linux Production DB RAC
Cluster (Unix) Demo environments 100 Linux
Development 90 Linux Outsourced Customers 70
Linux
Simplify B2B Integration, Application
Connectivity, and Process Management
43
CustomerSuccess
44
Analyst Quotes
With all these ingredients and a huge
applications user base, particularly in
manufacturing, Oracle looks set to compete for
substantial new PLM business in 2003.
Existing Oracle ERP users will find, as one
large and respected high-tech manufacturer did
last fall, that this PLM product is well worth
investigating.
AMR Alert, Oracle Ready to Compete, Kevin
OMarah, January 2003
45
A Few PLM Customers
46

• Leading manufacturer of windows, doors entry
  systems
• 7K employees serving every major US city, and
  many foreign cities
• Live on 11i
• Advanced Product Catalog development partner and
  early adopter
• Other products include Configurator, Flow Mfg,
  Financials, Procurement, Order Mgmt, Mobile
  Supply Chain Applications, Marketing Online,
  Sales Online

Managing a product over its lifecycle means
having access to a central and secure source of
product information and a comprehensive set of
collaboration tools. Because of our complex
product configurations, we require an integrated
system that brings together all areas of a
business including SCM, CRM, finance and HR, so
that product information is managed and leveraged
across the enterprise.
-- Ken Bettger, Director, Adv. Product Process

• Consolidated onto a single product definition
  system for engineering, sales and manufacturing

47

• 3B Euro leader in industrial engineering, design
  construction of petroleum petroleum
  facilities, 10,000 employees worldwide
• Live on 11i
• Product development solution including CADView-3D
  Sourcing
• 7,000 concurrent users

When we do engineering work for projects that
are 500M to 2B, theres a lot of collaboration
that needs to take place. We chose Oracle for its
integrated solution not only within the Product
Development area, but also with ERP and CRM.
Thats one of the main drivers to why we chose
the products of Oracle. --
Maurice Tayeh, Group CIO

• Streamline collaboration with partners
• Reduce sourcing costs by 20

48

• Serves customers in a wide range of markets
  including food, transportation, health
  medicine, personal home care, and building
  construction
• 28B annual sales in 170 countries, 50K
  employees
• Live on CADView-3D
• Over 700 concurrent users on CADView-3D
• 12 sites spanning 5 different countries

Collaboration ensures a clearer understanding of
the project, and it is certainly reducing costs
by helping us to avoid rework. - Barbara Migl,
Global Product Mgr, 3D Applications

• Reduced field change orders
• Field support cost savings of 25

49

• Worldwide supplier of Smartcard solutions
• Based in Germany, global technical staff of 7,000
• Develops localized software
• Rely on SAP back-office systems
• Live on 11i Projects and Procurement
• Expected Benefits
• Understand progress in real time communicate to
  management
• Ability to quickly identify and respond to
  project changes

We will rely on Oracle Project Management to
dramatically improve the security and efficiency
of our software development processes around the
world.

• Expects better control over software development
  projects involving team members around the world

50
Summary
51
Oracle Product Lifecycle Management

• Accelerate New Product Development
• Develop Market Leading Products
• Reduce Overall Product Costs
• Improve Overall Product Quality

52
Know More. Do More. Spend Less.