1. Kick Your Microsoft® Excel® Habit with Autodesk® PLM 360
Rob Cohee
Sr. Manager, Autodesk PLM 360
@robcohee

2. The “Hangover Session”

3. The most widely used PLM tool…..
Excel
Microsoft

4. How many of you or your colleagues use Microsoft Excel or Access for…
Drawing No. or Part No. Records
Change Requests
NCR’s
Bill of Materials
New Product Introduction
Project Management
Supplier\Vendor Management
Product Costing
Quality and Inspection
Requirements Gathering\Specifications
Warranty and Returns
Regulatory Compliance
RMA

5. 86% of new product ideas never make it to market
Hard Product Development Facts
86% of new product ideas never make it to market
50-70% of new product introductions fail
Almost half of development projects fail to meet objectives
The top 25% performing companies achieve 2.5 times performance of the bottom 25%
(Deloitte)
(Deloitte)
(Gartner Group)
(Aberdeen Group)

6. Change Management is a critical process, but rarely executed effectively
“An efficient change process can cut up to 33% off of the typical product development cycle time.”
(McKinsey & Co)
“54% of companies lack a single repository to review, analyze, approve and track changes across products.”
(Gartner Group)
Engineering change management is a process for controlling the evolution of product design data and associated documentation throughout the product lifecycle. This play focuses on how organizations can utilize PLM 360 to automate their change process such that changes are processed faster and earlier in the product lifecycle driving reduced product development costs, increased innovation and improved product quality.
Effective engineering change management can impact top line growth, in addition to providing cost savings and improving product quality.

7. “Only 39% of a workers time is spent on role specific tasks”
“Workers spend on average 28 hours per week composing s, searching for information & collaborating”
“65% of the workday is spent communicating & collaborating with others”
“Only 39% of a workers time is spent
on role specific tasks”
McKinsey Global Institute, 2012

8. Function 1 Function 2 Function 3 Function 4 Function 5 Function 67
Function 8
Function 9
Function 10
Function 11
Function 12
Function 13
Function 14
Client 1
Supplier 1
Supplier 2
Contractor 1
Contractor 2
Client 2
Supplier 3
Supplier 4
Contractor 3
Contractor 4
Client 3
Supplier 5
Supplier 6

9. The People Problems People need access to data 24/7
People need to access data wherever they are
Lots of manual interaction
Lack of collaboration
Path of least resistance is used
People are missed
People are not always available
Differing levels of experience, capability and commitment
People forget
Too much time spent on NVA activity

10. The Technology Problems
Reliance on (lots of) individual documents
People need to create and update documents (time)
Data stored in silo’s
Little or no data integration (re-use)
Documents are quickly out of date (incorrect)
No checks and balances
Little or no guidance on requirements
Difficult to assign security & permissions
Difficult to track who is viewing & editing
Time consuming to track KPI’s
Multiple point solutions
High cost of ownership (hardware & software)

11. Broken Processes Customer Contact Define RFQ Send RFQ to Customer
Completes RFQ
All Data Received No No
Yes
Send to Feasibility
RFQ Complete
Final RFQ Review
Initial RFQ Review
Yes

12. The Process Problems Reliance on people to know the process
Reliance on people to follow the process
Process documents are static visual representations
Reliance on people to understand the process
Everyone has a different perception of the process
No checks and balances
Difficult and time consuming for processes to evolve
Processes are mainly function specific
Processes are a hidden asset
Processes start and stop at the front door

13. Why Excel?

14. Insanely Configurable.

23. Kicking the Habit Admit you have a problem.
Believe in the power of connected data.
Make a decision to change.
Commit to making searching for data easier.
Admit to using the wrong version of a file.
Prepare to remove all defects in processes.
Humbly ask to remove all shortcuts.
Make a list of the persons harmed, and make amends.
Avoid MFG Engineer whilst making amends.
Continue taking personal inventory, transition off xls promptly.
Seek through meditation areas for continuous improvement.
Spread the benefits to your co-workers.

24. The Challenge

25. RMA
Supplier
ECR
Project Cost
Cost to Change
Inspections
ECO

26. Surround the Items with the Supporting Processes
New Product Introduction
Quality
Quote & Costing
Engineering
Supplier Management
Change Management
Service &Support
Customers have gravitated toward this product centric approach with PLM 360. Beginning at the Item and BOM level with implementations, then adopting the supporting processes as the need requires. Most often – Change Management, Supplier Management and Quality Management.

27. Breaking Down the Data Item Number Description Reason for Return
Disposition
Cost

28. Breaking Down the Data Item Number Description Vendor Data
Contract Data
Cost

29. The First Steps
Determine its purpose in life.

30. Align Intent to Features

31. Connect the Data

32. Build Reports

33. Let’s Build Something!