Tuesday, February 9, 2016

PLM & ERP Integration Opportunity & Experience

Most of the organizations use ERP processes, such software , ERP practices since old age days and PLM is buzz word recently making some mark around the world in the engineering industries,
 CAD, Drawings, GD&T, Tooling & Processes drawings, Reference Documents, other tech specifications, Releases, EBOM, ECR and ECO, Approvals, Rejections, workflows, shared data, versions, revisions etc. these are all the terminologies we hear regularly in PDM/PLM domain. Few PLM projects will get an opportunities to integrate some thing about after Design Stage complete.
The PLM methodology setup will also be mainly depend on these after design sessions. Most of the productivity driven processes will happen after Design Stage completes, and in Production time. These processes will impact the Design Phase and need to setup the robust and effective processes in PLM/PDM implementation before.
 
I just like to list out some of the important Production phase related processes, which I got to  know in one of my PLM implementation assignments at core end to end Manufacturing organization. These processes really drives the Design phase productivity improvement while using PLM.
Now everybody speaks and latest trends in manufacturing are Lean, Extreme, SMART and IoT in manufacturing, to enable all these, we need a strong starter like PDM & PLM with ERP & SCM tools and software capability of managing end to end Project by connecting all IoT layers on one platform. All these strategic software layers will connects each, one another way since the beginning of the Product development.
 To reach organizations' vision, face global competition and adapting changing technology trend, creates tremendous responsibility over setting up the PDM, PLM, ERP practices. In view of all the above points, I just want to highlight few of the ERP, SCM and CRM areas to consider while implementing PLM.
Usually all the product innovations starts form R&D and critical input is form Marketing feedback and continuous improvements and innovations at R&D. Also most Project starts as per the customers' requirements trend in view of the  cost, quality, demand of the Product and competitors Products in mind.
Most of the time Product development goes as per New inputs nPI  , existing product Improvements ATO, customer requirements driven product MTO, ETO etc.
Project Management software captures the different product development classes and respective phase wise activities and one can realize and foresee the  the final product virtually in view of its risks, lead time, cost, quality plans, releases, launch etc.
In the PLM implementation practices, processes should be established as per various strategies like ETO, MTO, new Product Introduction or existing product Improvements, customer requirements driven product etc. Few such points are very important form ERP, SCM point of view,
  1. Avoid legacy data migration in PLM just for data storage purposes, there ins no valve in storing old format and process data in new PLM
  2. Naming Logic for Parts/Items/Components, need to consider how it is already running in ERP Items, If it is fully new Implementation of PLM and ERP then better to to non-intelligent numbering logic,
  3. We can adapt semi intelligent naming logic for identifying parts, assemblies, standard parts etc. so that any legacy ERP number to PLM number migration will be easy.
  4. Use Legacy numbering info in PLM Parts info for certain period of time to make out the old references and processes quickly
  5. Work to Build strong bidirectional PLM ERP integration, such that minimum critical info to exchange bidirectional like units wise stock info form ERP to PLM, component and BOM Effectivity date from ERP to PLM for handling ECR & ECO, helps to follow JIT.
  6. Establish Drawing viewing capability from ERP,
  7. Release Models and Drawings and auto generation of IGES or STEP  and PDF format drawings sot hat Sourcing/Supplier engineer get the data quickly and securely
  8. Build reports generation for various queries like  to differentiate Legacy & New, migrated parts etc.
  9. Build quick ERP to PLM migration strategy with respect to effectivity date, running production orders etc. to change existing ERP items to PLM format so that uniformity will increase the process easiness 
  10. Define Clear strategy to handle Tooling design and Processes drawings methodology along with PLM flow, sot hat R&D and tooling will work together to define processes and stage drawings as per the unit capacity
  11. Provide scope in PLM to handle the early inspection once raw material procured, buy components reached Inventories
  12. Configure tight notification in ECR and ECO review with all the cross functional teams such that Planning, purchase, Production, inventory in charges teams will be aware of next changes in the component and prepare for quick execution.
  13. PLM and ERP relationship engineer should be defined to coordinate all the PLM ERP wise and processes related activities and smooth integration
  14. Proper validation check to be configured to sync PLM parts/BOM to ERP
  15. Configure the PLM tool to control the processes and not the people engagement 
  16. Don't mix up the Design Technical Information with ERP operation info in PLM by putting unnecessary attributes in PLM to feed ERP systems, like RAW material codes, Sales info, financial info, FG level sales technical info etc.
Welcoming your comments to know more things better way.
Thanks,
Anil