ARAS - change management

aras.comCopyright © 2013 Aras. All Rights Reserved.

DOMOREA C E 2 0 1 3

aras.comCopyright © 2013 Aras. All Rights Reserved.

A C E 2 0 1 3

Change Management

Patrick Willemsen

aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 3

Presentation Outline

Change Scenarios and Options CMII Change Express ECO

Impact Matrix Workflow Technical Implementation

Custom Change Processes Customer Showcases from Spontech, Lear and Xerox

Q&A

Note: Since this is a tech session we will not talk about product change management concepts or implementation methodologies.


Why Change Management? When managing revisions & versions of data and files you will need to

manage the change process between revisions.

Scenario 1 - for a single data item or file that has revisions,change management is usually very simple

Scenario 2 - data items or files that have revisions related to other data items & files that have revisions (revision structures),

you are into configuration management principles and change management can get very complex

Doc 1000 – Rev ADoc 1000 – Rev BDoc 1000 – Rev C

00000512

00000688

CAD Structure00000588

BOM Structure


Change Management PhilosophyChange Scenarios

Scenario Process Type Aras Change Items

Manual Revision & Release Lifecycle only Lifecycle Items have states/status

Full Change Process• Request-to-Execution• Planning & analysis• Change implementation

CMIIorExpress Change Process

Either:CMII PR/ECR/ECNExpress ECO/DCOConduct impact analysis, planning and approvals and execute changes in Aras

Change Implementation Only• No request required• Planning & analysis prior to

initiation

Simple Change Process

Simple ECO/MCO: Only run basic approvals for change execution in Aras to implement changes

Highly Specialized Competitive Process

Custom Change Process

Your custom change objects Specific corporate competitive practices, as basic or sophisticated as you need


Aras Change Process OptionsOut-of-the-Box Manual Revision and Release: By Permissions

The owner of the object has the security permissions to revise and release without a workflow

CMII Change Process: PR ECR ECN

Express Change Process: ECO with Impact Matrix & DCO

Simple Change Process: ECO & MCO


Simply select your scenario

Change Process OptionsOut-of-the-Box


Aras Innovator

CMII Change Process


CMII Change ProcessSteps & Roles

Anyone can raisea Problem Report

PRPR

PRPR

PRPR

PR

Coordinates PRs and ECRs

ECR

ECR

Change specialist I

ECN

Coordinates ECNs

Change specialist II

Reviews & approves proposed changes

Change Review Board (CRB)

Validates & approvesimplementation of changes

Change Implementation Board (CIB)


ECN audit

DCRs

Validation by users

Results

CMII Change ProcessClosed-Loop

PLM Vault for released information

Work copies

MustconformECRs

Enterprise change requests

By CRB

Application

By creator

ECNs

ECN

Change specialist I

Work authorization

Business decision

Change specialist III

Change specialist II

Document up-grade by creator

Implementation plan by creator

CIB

Cost estimates

75-85%Fast Track

15-25%

Release

Technical review by creator


CMII Change ProcessChange Types

Change activity

BasicLow Risk

ComplexMedium Risk

ComplexHigh Risk

Change category

75 – 85%Fast Track

15 – 20%

0 – 5%

By Individuals

Businessdecision

CRB

By standing board of

management representatives

By special board including top

management

By Individuals

Plan and Implement

CIB

By standing board of functionalspecialists


CMII Change ProcessChange Impact

Impact

Form, Fit, Function Do other items need to be changed?

Physical, Logical Are the physical and/or logical aspects of the system impacted?

Cost Will the cost of this item and/or other affected items change?

Time Will it delay or speed up other activities?

Stock How much is in stock? Use as is until depletion? Scrap? Rework?

Customers Do we need to inform customers?

Regulation Do we need to re-apply compliance certification?

Tooling Do we need to change our production tools? Cost? Savings?

Other Criteria Other important considerations for proposed changes


CMII Change ProcessProblem Report (PR) Anyone can raise a problem report or issue

Simple workflow

Fast review process

Simple form


CMII Change ProcessEnterprise Change Request (ECR) Capture change impact, criticality and timing

Process includesFast Track &CRB options


CMII Change ProcessEnterprise Change Notice (ECN) ECN includes actual changes and effectivity

Affected items are revised or changed

Process includesCIB & Audit


CMII Change ProcessWhen to use the CMII Process? If want to have CMII certified process

Need End-to-End Change Process Automation

Problem Report thru to Change Request & Implementation

Including Impact Analysis & Planning

Closed-loop Implementation Verification

Require Cross-functional Committee Sign-off

Change Review Board (CRB)

Change Implementation Board (CIB)

Particularly good for Highly Regulated Industries & Compliance Environments


Aras Innovator

Express Change Process


Express Change ProcessECO / DCO

Combines Request & Implementation into single process

ECO for Parts & BOMs

DCO for Documents & CAD

Includes Impact Analysis

“Impact Matrix” simplifies change action planning

Interactive where-used and impact analysis

Add / Modify / Delete directly from grid

Team Access Control

Quick, easy, secure way to add collaboration teams on-the-fly (suppliers, customers, people from other divisions, etc.)

SignOffs tab for fast Review & Approval

History and current workflow activities


Express ECO

Impact Analysis, Action Definition, Workflow and Life Cycle create a reproducible process

Action

Workflow Task

Item Instantiation

Life Cycle State


Express ECOMeta Description

Describe the change on a meta level Number Description Reason Roles Priority Effectivity Date


Express ECOImpact Matrix

Main Purpose Interactive User Interface for Where-Used / Impact

Analysis Controls Parts and BOMs First preparations made for CAD and Documents (9.4.0)

Actions Defines actions to be exercised on an impacted item


Express ECOImpact Matrix Actions

Type of actions based on item status Planned in the matrix, executed by the workflow


Express ECOLife Cycle

Life cycle controls status and permission Life cycle drives change logic

New In Planning Plan Review In Work In Review Released


Express ECOLife Cycle and Workflow

Affected item, life cycle and action tie together in Workflow

New In Planning Plan Review In Work In Review Released

Submit ECO Planning Plan Review

Submit Submit

Rework

Draft Changes Review Close

Submit Close/Approve

Change Item Processing

Approve

Change Item Release


Impact Matrix

Implementation Changed from 9.3 to 9.4

Express ECOExpress ECO

Affected Item

Affected Item

Change Controlled

Item

Part

CAD

DocumentPoly-item

Action

Express ECO Impact Matrix Grid


Impact Matrix

Express ECO Impact Matrix Grid


Impact Matrix

Implementation Cleaner separation between basic grid functionality and

ECO impact matrix functionality

BaseTreeGridExpress ECO Impact

Matrix GridExpress ECO

ImpactMatrixGrid

onLoad

Form Client JavaScriptBasic tree grid definition with standard control events

Express ECO specific implementation


Express Change ProcessWhen Express Process?

Want Single Form for Change RequestAND Change Implementation

AND Require Comprehensive & IntegratedImpact Analysis

Do Not Require Dual Committee Approvals (CRB & CIB)

Want shortest possible process for Documents andCAD models/drawings(and are OK with separate process for Parts & BOMs)


Aras Innovator

Custom Change Processes


Custom Change Process Your Forms, Your Workflows When your Company has a process that delivers

Competitive Advantage Special proprietary practices

Highly complex, global process

Current change process has years of continuous improvement & optimization

Or if you just don’t want to retrain thousands of people around the world

If the OOTB Aras Change Processes DO NOT satisfy your company‘s change management requirements you can: Adapt the OOTB Change Processes

Create your own Change Process (or Processes)


Programming

Custom Change ProcessAdapt OOTB Common extensions include

Add new Workflow Activities Add steps to change process Lifecycles Add new or different Assignees to existing workflow activities Add or change access control logic Add more Properties or Sub-Forms with checking logic Reduce the number of Properties

Important Will not impact the versioning behavior of the change process Will not impede upgrades No programming / code compiling required


Custom Change ProcessCreate Your Own

Build Your Own Item Types Forms Lifecycles Workflows Methods

NO dependency with the OOTB change processes required 100% process design freedom

Interchangeability possible Connect to the functionality of the OOTB processes Align your data model with the “Affected Item“ concept Match the concept of flagging pending changes

Programming


Custom Change ProcessCustomer Examples

Custom change process for specific competitive practices in highly complex environments

QA driven Med Devices

Engineering driven Automotive

Time-to-Market driven Electronics


Example:Multiple Workflows

MainCM

Analysis

Dispo Actions

Change Plan

Action Item

Single Item Change Order

Affected Documents

Adhoc Actions Affected PartsSub-Forms on Tabs

Sub-Workflows

Sub-Workflows

One Main CM Form many Sub-Forms and Sub-Workflows

All sub workflows of „Single Item Changes“ and „Action Items“ must be closed before Main CM workflow can finish

Main-Workflow


Example: Change Form

Collecting – workflow controlled – input on the change form


Example:Change Workflows Main Workflow

Additional Sub-Flow for complex changes

Slide 36


Example:Change Form

Slide 37

Multiple programs, multiple locations impacted based on Affected Items


Example:Change Workflow

Many optional steps to handle a wide range of scenarios


Options

More details on aras.com Product Change Management – Know Your Options Customizing Enterprise Change Management


Questions?

?

ARAS - change management

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