The document outlines an agenda for discussing how to improve a company's product development process by implementing a new PLM system. The agenda includes sessions to define the current and desired processes, demonstrate the new system's capabilities, and build scenarios around addressing pain points like incorrect bills of materials and outdated designs. Recommendations focus on using the CAD structure to drive the bill of materials, establishing a streamlined ECO process, reducing common parts, and training people on the new system and processes. The goal is to move the company from an inefficient process relying on manual Excel editing to an integrated system connecting design, manufacturing and documents.

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Introduction
Tuesday – am Define Approach and Technology Review
Business Model drivers with existing customer examples
pm Cad Structure
Agile BoM Structure
Wednesday – am Non Cad modelled parts in the Agile BoM
pm Demo and Scenario/Outcome building
pm Agile BoM transfer to ERP with mfg changes
discussion
Thursday - am – Flow Chart Presentation AS IS – TO BE
am – Scenario/outcome Presentation
Agenda – High Level

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Agenda – Wednesday pm
Attendees:
 Review of Wed am discussions
 Overview
 CAD reference assembly method
 Handle publish and non-published items to Agile BoM
 Agile Demo adding bulk items to Agile BoM after CAD
published BoM exists.
Discussion on the process with Scenario building
 Defining scenarios
 Relating outcomes to pain points discussed earlier
 Relating scenarios to Resources, and Business Model drivers
while identifying technical limitations
 Tech limitations – Related to the application’s road map
Example Detailed Agenda for each session

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Approach
 Resources
 Technology limitations
 Business Model
3 Agile PLM clients with different
end solutions based on above criteria

5. Approach - Contraints
 Resources – Engineering/Mfg/Doc Control
 Limited manpower
 Technology –
 Agile Single BoM Structure
 EC functions
 CAD functions
 XA functions
 Business Model
 Modular Design – lends it self to CAD design
automation
 Manufacturing – in-house
 Relative Long shelf life
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6. Approach – 3 Agile Clients
 Apple - Nx,Team CenterPDM,Agile,SAP
 “ The BoM is structured in SAP ( ERP) based on
their Apple Care program.”
○ Modular – yes
○ Lower shelf life
○ Outsourced manufacturing
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7. Approach – 3 Agile Clients
 Sun - Pro/E, Agile with EC,EBS
 “ The BoM is structured for Manufacturing in
CAD. Design for Mfg (DFM) They model
everything – fasteners,etc.
○ Modular – yes
○ Mechanical Engineering resources – high
○ Pro/E – Very large assembly functions (
performance)
○ Medium Shelf life
○ Combo of in house and outsourced mfg
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8. Approach – 3 Agile Clients
 ESCO - Nx, Agile with EC, EBS
 HYBRID - “ The BoM takes a partial CAD
structure and components are added in
Agile.
○ Modular – medium
○ Some long, some short
○ In house manufacturing
○ Engineering resources - limited
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9. Day 3 Summary Presentation
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New Assembly
Models Created in
CAD with Structure
Flat BOM Manually
Derived and
Entered into Excel
Flat BOM Created
in Agile PLM with
Sequence Codes
Items and BOMs
Released in Agile
and Sent to XA
Manufacturing
Uses BOM plus
Sequence Codes
CAD Sometimes
Updated to Reflect
BOM Changes
BOMs and
Sequence Codes
Updated in Agile
Items and BOMs
Released in Agile
and Sent to XA
As-Is Process
Engineering
Initiates Changes
via ‘Text’ Methods

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New Assembly
Models Created in
CAD with Structure
Flat BOM Manually
Derived and
Entered into Excel
Flat BOM Created
in Agile PLM with
Sequence Codes
Items and BOMs
Released in Agile
and Sent to XA
Manufacturing
Uses BOM plus
Sequence Codes
CAD Sometimes
Updated to Reflect
BOM Changes
BOMs and
Sequence Codes
Updated in Agile
Items and BOMs
Released in Agile
and Sent to XA
Pain Points
Engineering
Initiates Changes
via ‘Text’ Methods
Pain Points
missing
parts from
solid models
complexity
of sequence
codes
flat BOMs,
without
structure
changing
part
numbers
where used
visibility
too many
“common”
parts
Multiple
manufacturing
sites
out of date
assemblies
BOM
generation
is tedious
assembly
maintenance
in SolidWorks
sorting of flat
BOMs in XA

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New Assembly
Models Created in
CAD with Structure
Structured BOM
Created in Agile
PLM via EC
Items and BOMs
Released in Agile
and Sent to XA
Manufacturing Uses
Structured BOM
(Sequence Codes?)
CAD Models
Updated to Reflect
BOM Changes
BOMs Updated in
Agile PLM via EC
& Manual Updates
Items and BOMs
Released in Agile
and Sent to XA
To-Be Process
missing
parts from
solid models
complexity
of sequence
codes
flat BOMs,
without
structure
changing
part
numbers
where used
visibility
too many
“common”
parts
Multiple
manufacturing
sites
out of date
assemblies
BOM
generation
is tedious
assembly
maintenance
in SolidWorks
sorting of flat
BOMs in XA

13. Scenario Description
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14. Approach - Contraints
 Resources
 Limited manpower
 Technology
 Agile Single BoM Structure
 EC functions
 SolidWorks functions
 XA functions
 Business Model
 Modular Design – lends it self to CAD design
automation
 Manufacturing – in-house
 Relative Long shelf life
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Scenario – CAD Assembly to BoM
Assembly
Model
Agile
Save
BoM in
Agile
Resource Eng ↓
Resource Mfg ↓
Tech Limitations ↔
BoM not
Updating with
CAD Design
Manual
Editing of
XLS

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Scenario – NonModeled Item into BoM
Baseline
BoM
BoM
Redline
Complete
BoM
Resource Eng ↔
Resource Mfg ↔
Tech Limitations ↔
BoM Count
Incorrect
Manual
Editing of
XLS

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Scenario – Design Reference Assy
Ref Assy
Model
Agile
Save
BoM Qty
Correct
Resource Eng ↑
Resource Mfg ↓
Tech Limitations ↔
Lost Design
Effort
Manual
Editing of
XLS

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Scenario – Design Reference Assy
Ref Assy
Model
Agile
Save
Design
Only
Resource Eng ↑
Resource Mfg ↓
Tech Limitations ↔
Lost Design
Effort
Manual
Editing of
XLS

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Scenario – CAD HelperPart Not Published
CAD
Model
Agile
Save
Design
Only
Resource Eng ↑
Resource Mfg ↔
Tech Limitations ↔
Unneeded Item
Published
Manual
Editing of
XLS

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Scenario – Fasteners in CAD Assy
Fasteners
in Assy
Agile
Save
BoM Qty
Correct
XLS Requires
Extra Editing
Missing
Hardware
Resource Eng ↑
Resource Mfg ↔
Tech Limitations ↑

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Scenario – CAD Assy Maintained Current
Assy Chg
in CAD
Agile
Save
BoM
Updated
Resource Eng ↑
Resource Mfg ↓
Tech Limitations ↔
CAD Design
Out of Date
Manual
Editing of
XLS

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Scenario – Granular Control of Configured Part
Assembly
Model
Agile
Save
BoM Qty
Correct
Resource Eng ↔
Resource Mfg ↔
Tech Limitations ↔
Incorrect BoM
Quantity
Manual
Editing of
XLS

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Recommendations
Review from Day 2
New ones

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Recommendations: CAD Structure driving the BoM
 Establish a high level assembly structure for each
product line
• Allow flexibility to re-arrange structure due to mfg
changes
 We should establish a fast track ECO process ( CMII
best practice
 Existing Common parts – driven to much smaller number
 spares/installation kits
 Manufacturing to determine component assembly order
 To Be: can use 3D models for work instructions
( 3D via composer)

25. Other Recommendations
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CAD Models and Assembly Review/Super user training
 ZWS consultants: Dan B. or Len M.
CAD models should be used at design reviews/change mtgs
 Bring up the assembly/model and let’s look at it
 composer used for this – easier to manipulate
Have someone get CMII certified or equivalent
 Configuration management is at the heart of PLM

26. Great Brands are built from Great
Products – Where are you on the
spectrum?
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As is Location To Be Location

27. Operational Excellence
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Business Model
You can buy any premier
kitchen brand and bring
their organization into
yours and drive operational
excellence BECAUSE
You have outstanding people,
processes and technology
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