1 Playbook Comparison Summary. 2 PLM Playbook Comparison Agenda PLM vs PIM PQM vs Siebel Quality vs...
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Transcript of 1 Playbook Comparison Summary. 2 PLM Playbook Comparison Agenda PLM vs PIM PQM vs Siebel Quality vs...
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Playbook Comparison Summary
2
PLM Playbook Comparison Agenda
• PLM vs PIM• PQM vs Siebel Quality vs EBS Quality• PPM vs Oracle Projects• PCM vs Oracle Sourcing• PG&C vs Oracle GRC Solutions
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Playbook Comparison SummaryPLM & PIM
New Product Development & IntroductionNew Product Development & Introduction• Product Data Management• Part, BOM & AML, Doc & IP Mgmt• Formula and Recipe Mgmt• Package Management• Collaboration, Release and Change Mgmt• Create & Manage Option BOMs• Customer Needs Mgmt• Design Data Management & Collaboration• Product Portfolio & Program Mgmt
• Resource & Schedule Mgmt• Product Quality & Compliance Mgmt• Product Cost Mgmt • Design for X • Device Master Record Management• Design History File
New Product Development & IntroductionNew Product Development & Introduction• Product Data Management• Part, BOM & AML, Doc & IP Mgmt• Formula and Recipe Mgmt• Package Management• Collaboration, Release and Change Mgmt• Create & Manage Option BOMs• Customer Needs Mgmt• Design Data Management & Collaboration• Product Portfolio & Program Mgmt
• Resource & Schedule Mgmt• Product Quality & Compliance Mgmt• Product Cost Mgmt • Design for X • Device Master Record Management• Design History File
Product Lifecycle Management
Buy Side ManagementBuy Side Management• Component Catalog Mgmt
Master Data Mgmt (if multiple PLM/ERPMaster Data Mgmt (if multiple PLM/ERP))• Data Consolidation, Cleansing and X-ref • Global Part, BOM and Supplier Master• Product Data Hub -- Integrate and Synchronization heterogeneous systems
Sell Side Management (Sales Readiness)Sell Side Management (Sales Readiness)• Enrich Product Record with Channel, Customer and Region Specific Information• Create sales bundles• Synchronize to Industry Data Pools (1Sync)• Create & Manage Packaging Hierarchies• Manage sales variants, models and SKUs
Buy Side ManagementBuy Side Management• Component Catalog Mgmt
Master Data Mgmt (if multiple PLM/ERPMaster Data Mgmt (if multiple PLM/ERP))• Data Consolidation, Cleansing and X-ref • Global Part, BOM and Supplier Master• Product Data Hub -- Integrate and Synchronization heterogeneous systems
Sell Side Management (Sales Readiness)Sell Side Management (Sales Readiness)• Enrich Product Record with Channel, Customer and Region Specific Information• Create sales bundles• Synchronize to Industry Data Pools (1Sync)• Create & Manage Packaging Hierarchies• Manage sales variants, models and SKUs
Product Information Management
Enterprise Product Record
PLM and PIM = Enterprise Product Record
Concept to Release (NPI)
Release to Sales-Readiness
Concept Release Sales-Readiness
eCommerceeCommerce
ERP/FINERP/FIN MfgMfg
CRMCRM
ServiceService
Multi Channel CommerceNew Product Definition and Introduction
Concept Design Prototype Release Service EoLProduction Sales
CustomerCustomerMarketing and Sales
Marketing and Sales
OperationOperationEngineerEngineerCustomerProduct MgtCustomer
Product Mgt
Agile Enterprise Product Lifecycle Management
Customer Needs Management
Product Cost & Compliance Mgmt
Engineering Collaboration
Product Project and Portfolio Management
Product Obsolescence
Product Quality & Service Mgmt
Product Collaboration– Item, BOM, Document and Change Management
Oracle Product HubOracle Product Hub
Buy-sideBuy-side
PIM (Component PIM (Component master)master)
Sell-sideSell-side
(Sales Configurations and (Sales Configurations and product info across product info across
channels)channels)
Master Product Master Product Information Information
across systems across systems (BOM master)(BOM master)
Integration and Mapping to different Integration and Mapping to different systemssystems
Master Data control and governanceMaster Data control and governance
DFX
CRMCRM
Order MgmtOrder Mgmt
Data PoolData Pool
SourcingSourcing
SuppliersSuppliers
Oracle Enterprise Product Record
PIM PLM Feature ComparisonOracle Solution
Concept to Sales Readiness Process (future)
AIA
Release Product
Record
Create Project with Team Members and Deliverables
Search for Reusable Parts and
Documents
Create Items, Manufacturer
Parts, and AMLs
Publish Engineering BOM from CAD and
Review Structure
Review BOM Cost, Quality,
and Compliance
Add Drawings, Schematics, Spec Sheets, and MPIs
Create, Route, Collaborate on
ECO
Analyze ECO, Set Target Effectivity Dates, Approve
and Release ECO
PLMConcept to Release
PIMConsolidate Information From External Systems
Generate and Manage SKU
Variants
Create Sales Bundles
(MTS and ATO)
Enrich with Channel, Customer and Region Specific Information
Transform & Synchronize to Sell-
Side Applications
Create & Manage Packaging Hierarchies
Manage channel, customer & region specific catalogs
Synchronize to Industry Data Pools(i.e. GDSN/1Sync)
Validate ECO, Items, AMLs,
BOMs, & Ref. Des
Release to Sales Readiness
Enterprise BOMEnterprise BOM
PIM PLM Integration StrategyNew Product Development To Market Readiness (future)
Sales Configurations
for each channel Orgs
New ProductDevelopment
Approvefor
Release
Market & Sales Ready
Product Manager
Validate &Approve
Designer
Operations
Sales
Cross Functional Collaboration
ERPERP MfgMfg SCMSCM
•Consolidate Pricing, Region, Channel Info
•Trading Partner (i.e. OneSync) Information
•Mapping for downstream systems
•Publish to channels and data pools
Real-Time Updates and Dynamic Drill Down
Release Product Record
Oracle PIMOracle PIM
Agile PLMAgile PLM
LegendLegend
Release Marketing/Sales Record
Part & BOMMgmt
Product Portfolio management
Change Control & Workflow
Product Quality &
Compliance
Changes throughout the lifecycle
Marketing
Form Master Product Record
Synchronize PLM, PIM, & Other Apps
AIA AIA
AIA
MfgMfgMfgMfg
ERPERPERPERP
SCMSCMSCMSCM
Product Cost Mgmt
PIM PLM Playbook Processes varies by Industry by common need
Industry PLM Drivers PIM Drivers
Manufacturing -Collaboration and product data mgmt-Engineering systems integration-Product Cost, Quality and Compliance mgmt-Project and Portfolio mgmt-Customer needs mgmt
-Sell-side – manage sales configurations variants across channels, Global data sync-In-side – MDM across multiple PLM, mfg and ERP systems-Buy-side – Central Component supplier mgmt across divisions
Service – Telco/Fin
-Concept configuration mgmt
-Lifecycle project tracking
-Change management
-Sales configuration- Service bundles
-Integration and mapping to OSS and BSS systems
Retail -Private label design and Slow build item
-Sourcing and collaboration
-Supplier new item induction
-Assortments across channels
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Playbook Comparison SummaryCRM, MFG and PLM Quality Management
Concept-to-Release Procure-to-Pay Demand-to-Build Nonconformance Management
Corrective Actions
Inventory Management
Supported Business Processes
Oracle’s Enterprise Quality LandscapeBusiness Processes
ERP
PLMCRM
Oracle E-Business Suite
Oracle Siebel CRM
OracleAgile PLMProduct Issue and
CAPA Awareness
Product Changes
Con
tain
men
t Ale
rtin
g
Lot V
isib
ility
Production
EngineeringS
ervi
ce
Root C
ause
Issue-to-ResolutionOrder-to-Cash
Quality PlaybookComplementary products together deliver total Enterprise Quality solution
Siebel CRM EBS MFG/SCM Agile PLMProduct Siebel Contact Center/Service EBS Quality Mgmt Agile PQM
Quality Events
Customer Quality Events Manufacturing, Supply Chain and Repair Quality Events
Product Quality Events
Quality Process
• First responder” for product issues from customer
• Focused on the triage of quality issues
• First call close, or self repairing problem with no escalation required
• Critical product problems needing dynamic escalation
• Escalates to ERP for Inventory Quality Issues
• Escalates to PLM for Product Design Issues and Product Change Resolution
• Knowledge Base of Resolutions• Closed loop repository of known
issues and solutions • Closed loop notifications for
proactive customer management and retention
• Integrated activities for supply chain quality management
• Receiving inspection• Shop floor operations• Warranty, service, and depot
repair• Resolve escalations from CRM• Escalates to PLM for Product
Design Issues and Product Change Resolution
• Manufacturing and Supply Chain CAPA
• The PLM mission is to drive improved quality and maintain compliance at every stage of the product life cycle
• Manage & resolve quality events from product development & QA
• Resolve escalates from CRM and ERP
• Product and supplier CAPA• Knowledge Base of Known Quality
Events• Drives Design Reuse and Design
for Quality Initiatives• Proactive Quality avoidance,
don’t design in known quality parts or suppliers
• Regulated Quality Mgmt System• Compliance data set• DMR, R/A Docs, Risk Mgmt, DHF
• Siebel Contact Center/Service “owns” the Customer in the Enterprise
• EBS Quality “owns” the Inventory and Assets in the Enterprise
•Agile PLM “owns” the Product BOM in the Enterprise
Siebel Service (CRM / Mfg Service)
1. Customer Complaint
3. Record Resolution in Knowledge
Base
2. Escalate to PLM
4. Customer Contacted
AIA Integration PlatformAIA Integration Platform
EBS (ERP)
BOM
Failure Analysis Process
1. Pending
2. Submitted
3. In Process4.
Closed
Failure Analysis Process
1. Pending
2. Submitted
3. In Process4.
Closed
Quality Action Process (CAPA)Problem (Issue) Process
1. Pending
3. Containment
5. Closed4. Open
2. Owner Review
Quality Action Process (CAPA)Problem (Issue) Process
1. Pending
3. Containment
5. Closed4. Open
2. Owner Review
1. Pending
2. Submitt
ed
4. Root Cause
7. Validate
3. In Queue
8. Closed
6. Solution Proposed
5. Solution Design
Quality Action Process (CAPA)
1. Pending
2. Submitt
ed
4. Root Cause
7. Validate
3. In Queue
8. Closed
6. Solution Proposed
5. Solution Design
Quality Action Process (CAPA)
ECO Process
1. Pending
2. Review
4. Pre CCB
5. CCB7.
Implemented
3. Submitted
6. Released
ECO Process
1. Pending
2. Review
4. Pre CCB
5. CCB7.
Implemented
3. Submitted
6. Released
Siebel Service - PQM Closed Loop Process Diagram (future)
Oracle EBS Quality ManagementPosition in the Enterprise Quality Landscape
• EBS Quality in the ERP Quality Environment• Integrated activities for supply chain quality management
• Receiving inspection• Shop floor operations• Warranty, service, and depot repair
• Can leverage OBIEE for analysis and metrics management
• EBS Quality in the Enterprise Quality Environment• One of three legs for total enterprise quality coverage• EBS Quality “owns” the Inventory and Assets in the Enterprise• Focused on the quality issues not related to product design or development• Bi-directional information stream for quality resolution and auditable closed-
loop CAPA management• Essential part of any regulated industry’s TQM and Compliance Environment
Oracle Siebel Problem/Issue ManagementPosition in the Enterprise Quality Landscape
• Siebel Contact Center/Service in the CRM Quality Environment• “First responder” for product issues from customer
• Provides Problem Triage for Product problems• Provides quality processes to resolve issues quickly
• Always a part of enterprise quality environment• Acts as an escalation engine for problem resolution• Has detailed OBIEE overlay for analysis and metrics management
• Siebel Contact Center/Service in the Enterprise Quality Environment
• One of three legs for total enterprise quality coverage• Siebel Contact Center/Service “owns” the Customer in the Enterprise• Focused on the triage of quality issues
• Resolves simple issues in “First-Call” process• Escalates to ERP for Inventory Quality Issues• Escalates to PLM for Product Design Issues and Product Change
Resolution• Bi-directional information stream for quality resolution and auditable closed-
loop CAPA management• Essential part of any regulated industry’s TQM and Compliance Environment
Siebel Contact Center & Service Solution Initial Point of Contact with Key Constituents
• Central source of all external contacts and issues• Critical, important, or trivial• Customers, Field Service, and Vendors
• “First responder” for triage of product issues• First call close, or self repairing problem with no escalation required• Critical product problems needing dynamic escalation• Trending product problems with automated or dynamic escalation• Threshold product problems with automated or dynamic escalation
• Knowledge Base of Resolutions• Closed loop repository of known issues and solutions • Closed loop notifications for proactive customer management and
retention
Agile PLM Product Quality ManagementPosition in the Enterprise Quality Landscape
• PQM in the PLM Quality Environment• Logical extension of the Agile PLM PC Platform• Stand-alone Closed-Loop Quality system
• Auditable Closed-Loop “Problem to Resolution”• Use as repository for all enterprise quality issues and resolutions• Supports CFR 21 Part 11 for all PQM, PPM, PCM, PC, and PG&C
processes• Has detailed OBIEE Analytics overlay for analysis and metrics management
• PQM in the Enterprise Quality Environment• One of three legs for total enterprise quality coverage• Agile PLM “owns” the BOM in the Enterprise• Focused on the quality issues escalated from CRM and ERP• Bi-directional information stream for quality resolution and auditable closed-
loop CAPA management• Essential part of any regulated industry’s TQM and Compliance Environment
Siebel CRM
Service Request logged
Oracle EBS
Corrective ActionRequest (CAR) logged
CAR Review
Implements process change
CAR action iscomplete and
closedCustomer Service views status of CAR
Customer call
Customer informed
Use Case for Integrated Enterprise Quality Management Example: Issue to Resolution using AIA (Futures)
If Process change is required
Agile PQM
Product design change request
reviewed
Design changeapproval process
Factored in future
product designs
Ap
plicatio
n In
teg
ration
Arch
itecture
(A
IA)
Ap
plicatio
n In
teg
ration
Arch
itecture
(A
IA)
Requires CAR
Status & Resolution
Design Change required
Change Implementation
18
Playbook Comparison SummaryAgile PPM and EBS Projects
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Agile PLM - PPM and EBS Project PlaybookComplimentary Project and Program Management Solutions
Oracle EBS Agile PLMProduct Oracle Projects Agile PPM
Focus Track, Manage and Link Work Structure and Resources to Financials for Accurate and Timely Budget, Forecast, Expense, Revenue and Billing
Management
Coordinate Tasks, Activities and Deliverables and Synchronize Resources and Schedules across Global
and Outsourced Sites, Organizations and Business Units to Improve velocity and predictability of Product
Development and Introduction
Synopsys The Project is the Product/Service• The projects is the delivered product, IT
projects, ETO, Construction, Oil & Gas, A&D, SI consulting
The Project creates a Product• New Product Development & Introduction
focused
Project Processes
• Project Financials• Manage work structure breakdown with
assigned resources and assets • Tight integration with financials• Milestone and Gate completion trigger
revenue and billing• Project Costing and Billing• Deliverables signal a financial event
(revenue/billing)
Project EV Reporting
Asset Capitalization
• Program Execution• Manage Phases/Gates, tasks and deliverables• Distributed Task Management• Enterprise Schedule & Resource Management• Tight integration to the Product Record (parts,
BOMs, document, ECO, CAPA)• Product Record lifecycle changes (ex: preliminary
to released) trigger automate task and deliverable closure and phase/gate updates
• Deliverables signal the creation or release of Product IP (Part, BOM, ECO, CAPA)
Goal Manage Financials. Billing and Assets Synchronize resources and schedules to improve product development throughput
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Agile Product Portfolio Management
Product Portfolio Management™ enables enterprise level, phase-gate program and project collaboration and resource optimization across your portfolio of New Product Development & Introduction projects and processes
Capabilities Phase/Gate Program & Project
Management Integrated Project to Product Record
Process and Management NPD&I Resource Management Supply Chain Project Collaboration Dynamic Portfolio Analysis and Control
Customer Benefits Coordinate activities & schedules
across sites, organizations and partners
Optimize development investment Global Visibility for Program Status
and Health Enables Globalized collaborative
Design and Project Execution Enables predictability of schedules &
resource utilization for NPD&I
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Execute
Control
Plan
• View progress• Manage changes• Forecast at completion
• Establish plan• Assign resources• Automatically
create budget & forecastz
• Complete deliverables
• Share documents• Raise issues • Update progress
• Manage performance & exceptions
• Communicate status
Oracle Projects ManagementPart of Oracle Project Suite
Enterprise and Project Insight
Project Resource Mgmt
ProjectCosting & Billing
Personalized Role-Based Views
Project Portfolio AnalysisProject
InitiativesIntegration to
E-Business Suite
SalesDelivery
Research
ProductDevelopment
InformationTechnology
Construction
Marketing
Financials
HR
Time & Labor
Sales
Supply Chain
Documents
GlobalProject
Repository
GlobalProject
Repository
Project Management
Project Management
ProjectCollaboration
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Product Portfolio Mgmt Integration (future)
• NPI Coordinators/Mgrs• Product Managers• Planners
RolesProject Cost and Resource Mgmt
•Product R&D project and portfolio analysis in Agile getting financial and resource data from Enterprise Project Suite
•Create and manage product R&D project and portfolio plan in Agile
•Get financial data (cost, budget) and resource data (people, availability, skills) from Project financials, Project Costing and Project Resource management applications
Global ProjectRepository
Project EV/Reporting
Global Project Accounting
Project Billings& Revenue
AssetCapitalization
Schedule/Resource
Status
Agile PPM: •Project Execution•Scheduling•Resource Mgmt
Customer Agreements
Cost Codes
Costing Rules
Billing Rules
Capitalization rules
Revenue Rules
Exceptions
Agile PPM:Dashboards/Analytics
Oracle Projects Costing, Project
Financials, Project Resource Mgmt
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Playbook Comparison SummaryAgile PCM and EBS Sourcing
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Agile PLM - PCM and EBS Sourcing PlaybookComplimentary NPD&I and Supply Chain Sourcing Solutions
Agile PLM Oracle EBSProduct Agile PCM Oracle Sourcing and Sourcing Optimization
Focus Help companies manage product costs, sourcing and supply risk to Accelerate New Product
Development and Improve Product Margin at Launch – across the product life cycle and internal
and external product network
Drive more efficient and effective sourcing and negotiation through online collaboration, negotiation
and procurement execution
Processes • New Product Development & Introduction• BOM-Based -- RFQ, cost mgmt and sourcing• Design for Cost, Supply, Quality & Compliance• BOM/Part version, release & change control
integration
• Outsourced Manufacturing - Commodity Management and Co-Sourcing
• BOM & AML volume aggregation for volume leverage
• Supplier vs Partner Best Price analysis• Price Management and Change Control
• New Business Acquisition• Respond to incoming customer new
product/design bids
• Supply Chain Mgmt & Procurement Sourcing• Indirect Sourcing & Procurement
• Negotiation: RFI/RFQ/Auction• Agreement creation: Contracts/Blanket PO• Purchasing Integration
• Commodity Management• Volume based Negotiation and Contract
Management• Direct & Indirect commodities
• Sourcing Optimization• Business objectives & Constraints• What-if Analysis• Award scenario optimization
Goal Improve Quality & Margin of Products at Launch Improve sourcing efficiency and savings
Agile Product Cost Management
Customer Benefits• Reduce product costs by 5-15%• Ensure continuity of supply• Reduces materials costs by 2-5%• Speeds new product introduction
sourcing cycles by 90%
CapabilitiesNew Product Introduction Cost Management
• Early Design Review of Cost & Supply • Part & BOM cost & supply risk analysis• Multiple Time/Qty based Scenarios• Target Cost Analysis
Co-Sourcing• Supplier vs Partner theoretical “best” price analysis• BOM cost sourcing & usage aggregation
Commodity Price Management• AML aggregation for volume leverage
Price Management and Change Control• Manage price change process
Agile Product Cost Management™ enables companies to manage product costs across the lifecycle, synchronizing product cost processes across internal and external participants
Oracle Sourcing & Sourcing Optimization
CapabilitiesAuction/RFQ/RFI Negotiation ManagementAnalysis and Awards
• Analysis scenarios• Auto award methods• Response scoring
Award Optimization• Business Objectives & Constraints Modeling• Award Scenario Optimizations• What-if Analysis
Purchasing Integration
Oracle Sourcing is the enterprise application that drives more efficient and effective sourcing through online collaboration and negotiation
Key Customer Benefits• Source more of your spend • Source for Lowest Total Cost• Create Immediate and Long-Term
Savings
BlanketAgreements
GlobalAgreements
Signed Contracts
PurchaseOrders
SourcingRules
RFI /Survey
RFQ
OnlineAuction
Au
tom
ati
c I
mp
lem
en
tati
on
Ag
ree
me
nt
Cre
ati
on
CommodityType
Playbook for Sourcing Modules Based on Source of Item Master
Advanced Procurement Sourcing (+ Sourcing Optimization)
OracleCommodity Sourcing – commodity, volume based negotiations
Advanced Procurement Sourcing (+ Sourcing Optimization)
OracleOutsourced Manufacturing – Sourcing & Risk Management of Outsourced Manufactured products
Agile Product Cost ManagementAnyOutsourced Manufacturing – Sourcing & Risk Management of Outsourced Manufactured products
Agile Product Cost ManagementAnyNew Business Acquisition – Responding to incoming customer new product/design bids
Agile Product Cost ManagementAnyNew Product Introduction – Sourcing & Materials Risk assessment of New Product Designs
Contact product team for best solution architecture
Advanced Procurement Sourcing (+ Sourcing Optimization)
Then Position….
Non-Oracle or Mixed
Commodity Sourcing – Commodity, volume based negotiations
Oracle
Source of Item Master
Commodity Sourcing – commodity, volume based negotiations
Customer Requirement
Indirect Materials
Direct Material (non discrete mfg)
Direct Material
All - 100% Outsourced (buy end item)
Partial Outsourced Build / Buy or co-sourcing of matls
Direct Material
Direct Material
© 2007 Oracle Corporation – Proprietary and Confidential
New Partslist
Items, AMLs, ComCodNegotiated Prices
Standard Costs
Oracle iProcureme
nt
Requisition buys
iSupplier Portal
Lightweight Punch-out
Future Integrations – Agile and Oracle Sourcing, iProcurement, iSupplier Portal
Oracle Sourcing/Sourcing
Optimization
Agile
Agile PQM, Siebel Contact Center and Oracle EBS Mfg/SCM Quality (future)
• AIA Integration from Agile PQM to Siebel planed for CY2009
• AIA Integration for Agile PQM to EBS Quality – future candidate
• Build Enterprise Quality solution in Fusion for end to end flow
Agile PG&C and GRC
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Positioning of Agile PLM and PG&C vs. Oracle GRC
Oracle GRC Solutions
Agile PLM
Agile ProductGovernance & Compliance
• Financial Compliance• Legal Risk Mitigation• IT Governance
• Information Protection• Access Control• Auditability
• Product Compliance• Product Network Compliance
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Playbook
• Agile PG&C• Compliance Data Management• Compliance Corrective Action Process
• Compliance Data Gathering (Content Databases)• Supplier Declaration Process (Request/Reply Process)• Compliance Validation and Roll-Up
• Agile PG&C brings a unique value prop to this use case: validation against pending, unreleased changes to a BOM or AML
• Compliance Analysis• Customer Declaration Process