Oracle Agile PLM方案介绍
@
ORACLE Agile PLM Team
传统CAD PDM的关注点
CAD
PDM
工程
采购
制造
质量
发布
创新生命周期
手工提交
手工提交
在过去10+年中, 企业在CAD及并行工程/PDM方面投资数十亿美元, 用于在工程部门内部促进技术产品信息(form， fit, function)的重用与管理, 以期加快产品的创新周期.
市场
手工提交
从概念到发布
Oracle Enterprise PLM 关注点
发布
工程
ODM
外包设计
规范
面向规范的设计
(环境, 废弃物处理/排放, 6 Sigma)
采购
面向供应& 成本的设计
质量/
客户服务
面向质量 的设计
DFM
外包制造
运营 /EMS
PLM
CAD
市场
需求
按单生产
销售
配置/ 按单装配
Innovation Lifecycle
从概念到发布
今天的产品创新以及研发有效管理因为不断扩展的外包, 全球化, 以及法律规范要求等原因, 而变得日愈复杂, 这就要求在生命周期阶段的早期, 关注新产品技术需求的同时关注产品的业务需求.
Innovation Lifecycle
企业产品创新关注重点 – 并行工程
ORACLE PLM 产品生命周期管理
主要功能
简化向市场推出合适产品的流程
汇总和丰富客户数据，以便在企业内和供应网络中实现一个单一的视图
产品生命周期企业协作
产品法规遵守管理和闭环质量控制
主要组件
新产品创新(Agile PLM & PLM BI)
产品质量和法规遵守管理(Agile PQM and PG&C)
项目及组合管理 (Agile PPM)
产品信息管理 (Agile PC)
产品成本管理 (Agile PCM)
工程与设计协作 (Agile EC and AutoVue)
主要益处
加快创新——缩短周期时间达20%，提高生产力高达40%
保证质量和遵守遵守——管理与遵守法规和确保质量合格相关的风险
支持全球化和外包——通过全球化工程以及外包设计和制造提高效率
降低成本和提高供应链效率——使供应合理化，物料成本下降了5%，浪费/返工减少了40%
Oracle’s Agile PLM Overall
Agile Product
Collaboration
营运及供应链
企业产品记录访问, 管理及协同
Agile Enterprise Visualization
跨全球企业的 原始文件协同可视化
跨部门
Agile Engineering Collaboration
工程桌面集成与协作
研发及工程部门
Agile Product Cost Management
产品寻源及生命周期成本和风险管理
采购部门
Agile Product Portfolio Management
集成化的产品,项目,资源及组合管理
高层主管和项目办
Agile Product Governance & Compliance
针对各项标准和规范要求的产品及项目符合性管理
合规管理部门
跨企业及供应链的闭环产品质量管理
质量管理部门
AgileProductQuality Management
产品创新
完成品
新产品开发项目
构思
概念开发
量产
上市
产品开发
平台
项目准备
构想
概念说明
产品说明
客户需求
新产品开发组合
新产品开发项目管理
设计图纸
物料
供货商
文档
质量及安全数据
合规
产品成本
BOMs
创新是一个复杂的过程，涉及︰
多个内部功能部门
多个外部价值链伙伴
多个资料流
新产品开发组合项目管理
完成品
新产品开发项目
构思
概念开发
量产
上市
产品开发
平台
项目准备
构想
概念说明
产品说明
客户需求
新产品开发组合
新产品开发项目管理
设计图纸
物料
供货商
文档
质量及安全数据
合规
产品成本
BOMs
项目组合管理
单项目管理(模板,进度,交付物,资源)
多项目管理(仪表板,人力资源恩分析)
项目组合分析(BI)
新产品开发组合
新产品开发项目管理
Agile 针对NPD和NPI的管理之道
基于产出的企业项目管理
分阶段的, 阶段-节点使企业能有效管理NPD和NPI流程, 降低未知风险
Single View of theProductandProgramAcross the Enterprise and Supply Network
Phase 1
Phase 2
Phase 3
Phase 4
Task
Task
Task
Task
Task
Deliverable
Deliverable
Phase 1
Task
Task
Task
有关交付物 (Deliverables) 一旦完成，项目状态即刻得到更新
项目交付物 (Deliverables) 将项目和基础的产品记录连接起来
Task
Task
Deliverable
Deliverable
Phase 2
Gate
Closed
Gate
Closed
Gate
Closed
Gate
Open
Task
Task
Deliverable
Task
Deliverable
. Create Prototype
. Approve a Concept Brief
Gate
Open
项目（组合）可以根据战略目标划分等级，例如：
市场成功可能性
预计销售额和利润
技术难度
Portfolio of Projects
R&D 信息管理
NPI管理
产品转移
流程示例: 新产品开发流程
产品C新产品开发项目
产品B新产品开发项目
Decide & Revise
阶段
任务
系统设计
制订测试方案
设计签审
工艺设计
收集各地偏离需求
工作流/
交付物
结束
提交
确定 评审人员
人员 1
签审
人员 X
签审
发布
问题
措施
节点
产品A新产品开发项目
可行性 & 需求
节点
设计 & 样机
节点
测试与验证
节点
产品投产
产品开发项目组合
任务完成
更新项目状态
ERP
Product Portfolio Management
产品组合管理
仪表板
组合分析
项目模版和执行
项目任务和交付物
仪表板显示总体项目状况；组合分析显示项目绩效和分析
项目模版标准化开发项目
通过项目任务和交付物的连动可实时监控项目执行状况
有效监控企业人力资源运用状况
Agility 2003
产品数据管理
完成品
新产品开发项目
构思
概念开发
量产
上市
产品开发
平台
项目准备
构想
概念说明
产品说明
客户需求
新产品开发组合
新产品开发项目管理
文档和图纸
BOM管理
变更管理
供应商
质量及安全数据
合规
产品成本
物料管理
产品数据管理
文档,图纸管理
物料管理,
多个资料流
完成品
设计图纸
物料
供货商
文档
BOMs
产品定义
器件管理
器件分类和属性
2
电容属性
电阻属性
各类器件包含:
器件共享字段
例如品名描述、计量单位等
器件共有数据(例如厂牌数据)
各分类器件专用属性
如电容具有电容值、封装方式、容差等属性
器件描述根据各器件分类订定描述标准，例如可以如下定义电阻描述
RES, 电阻值,封装方式,容差,功率。
器件可以设定等级、质量等讯息
Product Collaboration
产品协同
BOM
合格(厂牌)物料
文档
变更
统一的数据(文档,图纸,物料和BOM)管理平台
集成的工程变更平台(数据和流程)
文件,图纸审批电子化
IP的有效管理(共享,重用,安全)
PLM, CAD和ERP共同作用于整个供应链的运转
Agile解决方案
Product Collaboration
工程
配置管理
新品生产准备NPI
质量管理
运营
现场服务
计划
客户服务
制造
财务
人力资源
MRP
CRM
项目管理
预测
采购订单
合同管理
物流
计价和收款
呼叫中心
执行
供应商
客户
设计输入
市场信息
产品成本分析
零部件生命周期管理
产品需求文件
变更通知
协同
设计工具
EDA MCAD
成本
交货时间
库存
ECNs
BOMs
Items
AVL
ERP
财务
HR
Engineering Collaboration工作原理
Agile PC
CAD Library
器件库同步
器件属性信息集成
FILE
DOCUMENT
PART
P4
P3
A1-SCH
Part List
P1
A1-SCH
A1-PCA
Global Library
Schematic Design
A2-BRD
SCH
NETLIST
CIS
RES1
Symbols
P2
P3
P4
CAP1
0603
Footprint
0805
RES1
CAP1
0603
0805
PCB Assembly
Symbols
Footprints
Library
A2-BRD
BRD
P4
P3
BRD
GERBER
Part List
SCH
NETLIST
A3-MFG
GERBER
CAP1
0805
Library Documents
PS1
026VIA
Padstack
PS2
SOIC
PS1
06VIA
PS2
SOIC
Padstack
PS1
06VIA
Physical Design
eCAD Authoring Environment
Agile Product CollaborationTM
CAD集成
Agile 菜单
Pro*Engineer
Cadence ConceptHDL /Allegro
Protel
设计协同
以EDA为例
PCB Req.
System Eng./Project Manager
DFM
Layout Eng
Design Constraints
Schematic/
Design Constraints
Bare Board
DFA
Assembly
Testing
Mech. Eng.
Layout
EMS House
Electronic Eng.
Placement areas/ Routing/Constraints etc.
AutoVue EDA
AutoVue Electro-Mechanical
Enterprise Visualization
企业可视化
标注
数字样机
设计比较
3D爆炸视图
交叉探测
PCB设计完整性检查
无需原设计工具的许可证即可进行浏览及标注
与企业内部各部门, 外协造商及供应链进行实时共享
与产品数据管理平台完全集成
实现无纸电子化流程
Agility 2003
设计协同流程
成本管理
完成品
新产品开发项目
构思
概念开发
量产
上市
产品开发
平台
项目准备
构想
概念说明
产品说明
客户需求
新产品开发组合
新产品开发项目管理
设计图纸
物料
供货商
文档
质量及安全数据
合规
产品成本
BOMs
成本管理
供应商管理
物料寻源(sourcing)
目标成本分析和管理
产品成本
新品成品在生命周期早期锁定?...
Source: DARPA Rapid Design Exploration and Optimization Project
100
80
60
40
20
Concept
Develop/Prototype
NPI/Ramp
Volume
已决定的生命周期成本
70%
85%
95%
成本降低空间
35%
22%
确定关于组件 及供应商的 策略
ERP 开始参与
材料成本 被锁定
变更的成本有多大?
仅有 % 在样机/小批试制阶段之前引入采购及供应商¹
明日的产品营收: 正在此设计供应网络!
产品成本管理基本流程
RFQ
供应商回复
采购项目
准备内容
建立项目
选择 RFQ 物料
建立 RFQ
指定供应商
草案审核
发送 RFQ
接收 email
浏览 RFQ
输入回复
提交
协商
跟催
回复分析
协商
分析
发布
采购项目及询价
询价项目
询价单
供货商回复
成本分析
应用电子化在线询价平台，收集成本数据
研发阶段的材料成本估算
通过成本分析评估产品成本
提前进行供应商评估，避免量产时的供应链风险
质量及守规管理
完成品
新产品开发项目
构思
概念开发
量产
上市
产品开发
平台
项目准备
构想
概念说明
产品说明
客户需求
新产品开发组合
新产品开发项目管理
设计图纸
物料
供货商
文档
质量及安全数据
合规
产品成本
BOMs
质量及守规管理
供应商物料讯息收集
产品守规验证
质量问题追踪处理
质量问题解决方案
质量及安全数据
合规
闭环的法规验证过程
PLM 数据库
Product
?
Design
Corrective Actions
Suppliers
Product Changes
Component
Quality Mgmt.
Comp. Eng.
SCM
Content Providers
法规更新
IPC-1752
Product
Product Rev B
Procurement Shipping Marketing Sales
应负职责
DfX
符合性验证
符合性自动卷积帮助管理组件符合性问题.
如何创建您的闭环质量流程?
提交
根源分析
方案确认
方案执行
关闭
验证
纠正措施
规划阶段
设计阶段
样机阶段
试制阶段
量产阶段
研改阶段
登记
检查
影响控制
打开
关闭
问题/缺陷
变更
审批
核准
发行
实施
设计/工程变更
基于最佳实践的, 标准的关联关系自动化质量流程并与ECO流程相整合
闭环问题处理
质量信息可见性
Oracle的企业产品生命周期管理解决方案
Product BI
组合管理
PIM Data Hub
项目（Phase-
Gate）控制l
器件寻源 Sourcing
面向供应链
及合规设计
销售配置
制造准备
Agile
PLM
问题/变更
管理
新
产
品
导
入
协
同
规格
图档
时间进度
问题
意见
变更
工程
制造
销售及市场
采购
服务
财务
内部
外部
供应商
客户
合同
制造商
Retire
Design
Release
Ramp-up
Mainte-nance
Prototype & Test
Volume Production
Concept
合规管理
CAD
MES
Req
Mgmt
Legacy
Partner
Systems
产品决策
Oracle Enterprise PLM
PLM 提高流程效率, 改善产品决策
产品记录
产品运营/ 业务流程
项目执行
决策支持
外部系统
其它业务系统
PLM 平台
PLM
MES
CAD
PIM
ERP
SCM
CRM
Partner Systems
3rdParty Databases
Global Data Pools
Integration
Integration
驱动创新
Ideas Bank
Screening
更好的质量 及产品效能
闭环的质量及纠正行动
Stage 5: Launch
GATE
Stage 4: Develop & Test
GATE
Stage 3: Plan & Design
GATE
Stage 2: Concept Evaluation
GATE
Stage 1: Idea Generation
确保合规 / 可追踪性 / 责任落实
企业目标及 优先级
产品比较, 监控, 竞争者活动
更好的计划及流程执行
阶段-节点项目
资源管理
供应商采购及成本管理
在线协同设计评审
更好的产品组合决策
执行管理仪表盘已项目分析
追踪资源, 日程, 及进度状态
Differentiators
a. PLM Industry Leadership(Strong PLM presence. Market and thought leader in key segments)
b. Broad, business ready applications(Complete, modular solution. Configurable, highly scalable, user friendly application. Broadest PLM solution footprint)
c. Domain expertise & best practices(Deep domain expertise across engineering & enterprise function. Industry best practice product lines & apps)
d. Product network built & proven(Built for collaboration across enterprise & product network)
e. Customer success(Best track record for customer success and referenceability in PLM. Lower TCO, lower risk, quick deployment)
Here is how Agile PLM is packaged for the marketplace
There are 7 modules addressing the needs across an organization (starting in the upper right corner) – from Development & Engineering to Operations and Supply Chain to Procurement to Quality to Compliance to Executives and the Program Office
More detailed info/training to follow on each of the modules
Goal: Show how Agile PPM uses phase-gate project and program methodology combined with tight integration into PLM processes and product data to provide a state of the art Product Portfolio Management environment.
Click 0:Starting at the operational level, manage multiple business units with multiple projects and programs
Click 1: as each program/project is launched from BU and process oriented templates, a series of phases and their gates are created to help manage the schedule
Click 2: Within that framework, the organization is tied to the rich repository created around the product record.
Click 3: Within each phase, at the simplest level, there are a series of tasks, work units that must be finished before the phase can be completed.
Click 4: At completion the system opens the gate or sends it for review, but nonetheless responds to the task completion process
Click 5: When the next task opens, automatically or manually, we see the next level of process control and management with the introduction of “deliverables”. Deliverables can be at any level, and can be static content such as an SOP, or dynamic content, such as a BOM that is going through it’s NPI states.
Click 6: This extra dimension of control dynamically links the PLM process engine. Any Agile PLM object, Agile PLM process or vaulted file attachment can act as a dynamic deliverable.
Click 7: When PLM stakeholders and participants complete their tasks assigned by the project, the process completion itself alerts the task owners and project managers impacted, and automatically updates the task.
Click 8: And always in the background the system alerts all stakeholders in the project and portfolio management teams at the operational level, with appropriate alerts, stoplights, and task advancement for tactical portfolio management.
Click 9: All of this project functionality, and the benefits realized, expands dramatically as senior executives now have access to accurate, real-time strategic portfolio information required to guide the strategic compass of the organization.
Click 0: Lets look at a sample process to illustrate this concept. This is a 4 phase project, with stage gates controlling the flow.
Click 1: In Phase Two, we expand it out to see that there are five tasks, the first two are completed.
Click 2: The third task is in process and is a key task to the project. When it is completed, all stakeholders need to be notified, and the next level of tasks initiated. The review process has several issues and action items which keep track of the dialog and promotes the issues to the appropriate levels.
Click 3: When the review is completed, the approval process is initiated, and the appropriate approvers complete an auditable process that routes the document to release. At release, an automated process updates the BOM in the ERP system or systems, alerts key stakeholders, and:
Click 4: And with the completion of the process, the workflow notifies the task which updates the deliverable, notifies the stakeholders, opens up the next task, and maintains the project status.
Click 5: And behind each individual project, there is the portfolio, which is updated appropriately by their processes.
Track product and document attributes through easily configurable attributes.
Complete picture of a product or document with ties to processes.
Product BOM is a living document with visual indicators of attachments, manufacturer data, pending changes, quality events, pricing, and compliance
This slide explains the high-level process, which of course everyone present is familiar with. The objective is to show how we grouped the users based on their roles/needs and created products to meet their specific needs.
The red segment is people that would need visualization collaboration on EDA mainly, of course depending on the nature and size of the business. And then there is electro-mechanical segment for whom we have the all-encompassing tool which satisfies all the EDA and MCAD needs across the board
Actually in the next slide will talk about the main needs and pain points in each of these segments.
DESIGN COLLABORATION
This module in Engineering Collaboration is based on Agile’s AutoVue Electro Mechanical Professional
Read through the capabilities on the next two slides
Key benefits
View and markup CAD designs without licensing the native CAD tool
Share in real-time with constituents within your organization, outsourced design manufacturers, contract manufacturers and supply chain
Lowest total cost of ownership
During product development decisions that are made in the early cycles make or break the product.
After the product is designed and before the product is released, one has only about a 15-20% opportunity left in terms of reducing cost. The work done up front during product design is critical.
Designers make the majority of all part and supplier sourcing decisions, typically locking in up to 80% of a product’s costs very early in the product lifecycle. Very often these decisions are made without consideration for corporate sourcing strategies, downstream manufacturing plans (volume, manufacturing locations) and supply chain constraints. When designs are not optimized for supply or manufacturability, companies run the risk of an unfavorable impact on the bottom line.
In addition, product innovation and competitive advantage increasingly stem from the selection of suppliers and technologies as they do from great designs, designing in a silo misses out on this great opportunity to leverage suppliers expertise and expose constraints that could impact the downstream production availability
70% of Product Costs get lock-in early
Majority of sourcing decisions are made in product development
Feature/value matrix and target costing before detailed development
Critical part and supplier selections made before detailed design
Key strategic parts and suppliers locked in before CAD
Preliminary parts lists, cost rollups and RFIs required during conceptual design
Design to Cost must be a design initiative from concept through NPI
Standard out of the box Closed Loop Quality process.
Start: Problem is generated from some source. Can work with anything – but potentially manufacturing issue which requires some research and a product change.
Build 1: As the problem is contained and open, launch a CAPA to work through a higher level process. The Problem is very transactional, while the CAPA runs a more featured process.
Build 2: As the CAPA progresses through its workflow, generate a Root Cause Failure Analysis and track to completion, which moves the CAPA forward..
Build 3: After designing a solution, trigger an ECO and implement the design in the product.
Build 3: When the ECO completes its workflow, it can automatically affect the related CAPA and Problem.
This is a high-level view of Oracle’s PLM solution.
Foundational to the solution is the singleProduct Data Repository which stores, organizes, and shares product information required by business users and processes throughout the lifecycle phases (in red). Our area of focus within the product lifecycle isNew Product Introductionto which we deliver a host of robust capabilities. For helping companies manage overall lifecycles, we deliver real-time product performance, akaProduct Intelligence, plusPortfolio Managementthat helps systematically rationalize the products in your stable. Finally, we deliverCollaborationtools that simplify interactions between stakeholders throughout the lifecycle.
Let’s now discuss each of the solution areas in detail.
***** Note, NPI phases are not tagged in this picture b/c doing so necessarily exposes the non-NPI phases to which we don’t map specific capabilities, which makes them appear weak *****
Innovation is primary driver today across industries for PLM
Shift from cost cutting to profitable growth past 1-2 years
New products, new markets, new services top innovation drivers
