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Mark Halbish Dieter Dragon Global PLM Director Managing Director Active Workspace The Real Story PLM Europe Oct 2017

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Page 1: Active Workspace The Real Story - plm-europe.org · Mark Halbish Dieter Dragon Global PLM Director Managing Director Active Workspace The Real Story PLM Europe –Oct 2017

Mark Halbish Dieter DragonGlobal PLM Director Managing Director

Active Workspace

The Real Story

PLM Europe – Oct 2017

Page 2: Active Workspace The Real Story - plm-europe.org · Mark Halbish Dieter Dragon Global PLM Director Managing Director Active Workspace The Real Story PLM Europe –Oct 2017

Key Presenter’s Introduction

Mark Halbish

Global PLM Director

[email protected]

Dieter Dragon

Managing Director

[email protected]

Page 3: Active Workspace The Real Story - plm-europe.org · Mark Halbish Dieter Dragon Global PLM Director Managing Director Active Workspace The Real Story PLM Europe –Oct 2017

TI Automotive Products

3

Thermal

Products

Powertrain

Products

Fuel Tank

Products

Fuel Delivery

Products

Brake & Fuel Lines

and Bundles

FLUID CARRYING SYSTEMS FUEL TANK & DELIVERY SYSTEMS

Page 4: Active Workspace The Real Story - plm-europe.org · Mark Halbish Dieter Dragon Global PLM Director Managing Director Active Workspace The Real Story PLM Europe –Oct 2017

TI Automotive Footprint

Page 5: Active Workspace The Real Story - plm-europe.org · Mark Halbish Dieter Dragon Global PLM Director Managing Director Active Workspace The Real Story PLM Europe –Oct 2017

Global Customer Base

5

Page 6: Active Workspace The Real Story - plm-europe.org · Mark Halbish Dieter Dragon Global PLM Director Managing Director Active Workspace The Real Story PLM Europe –Oct 2017

© PITERION GmbH 6

Overview

PITERION GmbHHQ of PITERION Group

Offices

■ Munich Germany

■ Wolfsburg Germany

■ Detroit USA

■ Bangalore India

■ St. Gallen Switzerland

■ Stockholm Sweden

■ Warszawa Poland

■ Tunis Tunisia

■ Singapore Singapore

Worldwide Presence

FACTS

founded: 2002

Employees: 220+

Headquarter: Boeblingen

Certificates:

■ EN 9100:2009

(aerospace)

■ ISO 9001:2008

■ ISO 14001

■ ISO 27001

■ Arbeitnehmerüberlassung

partner of

since 2007

Unleash the value of your Product Lifecycle Management!

Page 7: Active Workspace The Real Story - plm-europe.org · Mark Halbish Dieter Dragon Global PLM Director Managing Director Active Workspace The Real Story PLM Europe –Oct 2017

Service portfolio

© PITERION GmbH 7

PLM Consulting

PLM Software Development

Human-System Interaction

AMS

• Processes

• Systems

• Technologies

• Design

• Customization

• Implementation

• Rollout

• Clients:

Rich/Web/Mobile

• VR/AR/MR/VUI

• AI

• Global Support

Models

• Levels 2-4

Page 8: Active Workspace The Real Story - plm-europe.org · Mark Halbish Dieter Dragon Global PLM Director Managing Director Active Workspace The Real Story PLM Europe –Oct 2017

PITERION @ PLM Europe

© PITERION GmbH 8

PLEASE VISIT

OUR BOOTH !

our presentations in 2017

▪ Quality Management

of Joining Elements

in Teamcenter

▪ Project Platform with AWC

in Oil & Gas Industry

▪ AWC Deployment –

the Real Story!

▪ Intuitive PLM with AR / VR

Page 9: Active Workspace The Real Story - plm-europe.org · Mark Halbish Dieter Dragon Global PLM Director Managing Director Active Workspace The Real Story PLM Europe –Oct 2017

Agenda

Phase 1 – Consumer Usage – AWC 2.4

Phase 2 – Authoring – AWC 3.2

Phase 3 – Next Targets

Page 10: Active Workspace The Real Story - plm-europe.org · Mark Halbish Dieter Dragon Global PLM Director Managing Director Active Workspace The Real Story PLM Europe –Oct 2017

Positional Statements

Active Workspace is transformative for users

Repositions Teamcenter asEnterprise Centric, not just Engineering

Lots of configuration effort req’d

Hire some help –speed up deployment

2 Key Projects saved PLM -Active Workspace & Analytics

Page 11: Active Workspace The Real Story - plm-europe.org · Mark Halbish Dieter Dragon Global PLM Director Managing Director Active Workspace The Real Story PLM Europe –Oct 2017

Business Requirements

PLM Rich Client is too hard, too complex, too slow• Difficult to use for enterprise users

• Commercial, Purchasing, Manufacturing, Quality

• Only really useful for everyday, hard core PLM users• Engineering, Design

• Hard to navigate the complex business and data model

Need a faster, easier, intuitive interface• Finding parts and drawings• Reviewing change, perform workflow signoff

Page 12: Active Workspace The Real Story - plm-europe.org · Mark Halbish Dieter Dragon Global PLM Director Managing Director Active Workspace The Real Story PLM Europe –Oct 2017

Business Drivers

Relaunch Change Management• Engage cross-functional organization

Faster access to all product and program information

• Simple, intuitive search

Simplified IT Governance• Zero client footprint – eliminate software installs• Agile configuration deployment

Page 13: Active Workspace The Real Story - plm-europe.org · Mark Halbish Dieter Dragon Global PLM Director Managing Director Active Workspace The Real Story PLM Europe –Oct 2017

Business Expectations

Early Marketing Hype• Easy to implement and use• It just works• Rapid and agile deployment of new business process• Full blown change management capability in AWC

Intuitive, easy, fast

Minimal training required

Google like search capability

Visualization – same of similar functionality to Rich Client

Mobility – smartphone and tablet access to PLM

Page 14: Active Workspace The Real Story - plm-europe.org · Mark Halbish Dieter Dragon Global PLM Director Managing Director Active Workspace The Real Story PLM Europe –Oct 2017

Configuration Process & Approach

Use Case RequirementsComplex

Search

Support

visibility

about site

ownership

Expose Form

Attributes

View PDF

documents

in the viewer

Visualization

Markups

Object

Authoring

Pseudo

folders

accessible

Create

Change

Initiate

Workflow

Expose folder

structure

Workflow

Signoff

Conditional

Tasks

Page 15: Active Workspace The Real Story - plm-europe.org · Mark Halbish Dieter Dragon Global PLM Director Managing Director Active Workspace The Real Story PLM Europe –Oct 2017

Feasibility Analysis / Version Compatibility

Phase 1 Teamcenter Version 10.1.4.2

Only compatible with AWC 2.4

AWC 3.x only available at Tc10.1.5 + / Tc11.x +

Could not upgrade immediately to 10.1.5+ / Tc11.x +

CAD Compatibility issues

Page 16: Active Workspace The Real Story - plm-europe.org · Mark Halbish Dieter Dragon Global PLM Director Managing Director Active Workspace The Real Story PLM Europe –Oct 2017

Feasibility Analysis / Version Compatibility

Decision to launch phase 1 AWC on 2.4

Realization that this had functionality implications

Limited configurability for data authoring

Challenges with naming rules

Didn’t support Process Assignment Lists

Visualization Markups not consistent with Rich Client

Page 17: Active Workspace The Real Story - plm-europe.org · Mark Halbish Dieter Dragon Global PLM Director Managing Director Active Workspace The Real Story PLM Europe –Oct 2017

Configuration Process & Approach

Use Case RealityComplex

Search

Support

visibility

about site

ownership

Expose Form

Attributes

View PDF

documents

in the viewer

Visualization

Markups

Object

Authoring

Pseudo

folders

accessible

Create

Change

Initiate

Workflow

Expose folder

structure

Workflow

Signoff

Conditional

Tasks

Implemented

Not Capable in AWC 2.4

Page 18: Active Workspace The Real Story - plm-europe.org · Mark Halbish Dieter Dragon Global PLM Director Managing Director Active Workspace The Real Story PLM Europe –Oct 2017

Map Business & Data Model

Identify key elements of Rich Client

Item Types

Attributes

Forms

Alternate ID’s

Datasets

Tc10 Change Object

Classic Change (legacy change object)

Search & Queries

Page 19: Active Workspace The Real Story - plm-europe.org · Mark Halbish Dieter Dragon Global PLM Director Managing Director Active Workspace The Real Story PLM Europe –Oct 2017

Stylesheet Definitions

Realization that we need hundreds of stylesheets

Page 20: Active Workspace The Real Story - plm-europe.org · Mark Halbish Dieter Dragon Global PLM Director Managing Director Active Workspace The Real Story PLM Europe –Oct 2017

Stylesheet Definitions

Item Types = 20+

Attributes = Hundreds

Forms = Dozens

Alternate ID’s = Customer Part #’s, ERP Part #’s

Dataset types = Dozens

Tc10 Change Object

Page 21: Active Workspace The Real Story - plm-europe.org · Mark Halbish Dieter Dragon Global PLM Director Managing Director Active Workspace The Real Story PLM Europe –Oct 2017

Rich Client Architecture

Complement Rich Client Multi-Site

3 DB’s – Americas, Asia Pacific, Europe

Production & Development

How many AWC instances – 1 Global or 1 per site?

Page 22: Active Workspace The Real Story - plm-europe.org · Mark Halbish Dieter Dragon Global PLM Director Managing Director Active Workspace The Real Story PLM Europe –Oct 2017

AWC Architecture – 1 per Tc site

Visualization Streaming

Chose Nvidia K1 cards – 2 per region

Require ability to monitor and measure adoption

Dedicated pool server per AWC instance

Page 23: Active Workspace The Real Story - plm-europe.org · Mark Halbish Dieter Dragon Global PLM Director Managing Director Active Workspace The Real Story PLM Europe –Oct 2017

AWC Mobility Requirements

Enable Mobility strategy for Tablets and Smartphones

Not authenticated to network

Expose AWC via F5 device (Reverse Proxy)

User authenticates using AD Credentials

Page 24: Active Workspace The Real Story - plm-europe.org · Mark Halbish Dieter Dragon Global PLM Director Managing Director Active Workspace The Real Story PLM Europe –Oct 2017

AWC Indexing Strategy Development

How much data do we want to index?

If more than 10 million objects, need to move to Solr Cloud

How often do we want to index?

Every 15 minutes

Full Text Search

Is it a requirement?

Page 25: Active Workspace The Real Story - plm-europe.org · Mark Halbish Dieter Dragon Global PLM Director Managing Director Active Workspace The Real Story PLM Europe –Oct 2017

Challenges and Issues

Indexing Compound Properties

Most of our attributes were properties of a form, not

the item or item revision

Could not index properties on a secondary object

Had to compound to primary object

Page 26: Active Workspace The Real Story - plm-europe.org · Mark Halbish Dieter Dragon Global PLM Director Managing Director Active Workspace The Real Story PLM Europe –Oct 2017

Not able to Index Secondary objects

Datamodel Compound properties Current

Item Revision

Product Revision

Material Color

Program Revision

Division

Item Revision

Material Color Compound

Division Compund

Product Revision

Material Color

Program Revision

Division

Item Revision

Material Color Compound

Division Compund

Product Revision

Material Color

Material Color Compound

Division Compound

Program Revision

Division

Material Color Compound

Division Compound

Compound PropertyProperty in Business objectInherited Compound Property

Page 27: Active Workspace The Real Story - plm-europe.org · Mark Halbish Dieter Dragon Global PLM Director Managing Director Active Workspace The Real Story PLM Europe –Oct 2017

Challenges and Issues

Indexing Performance

Needed to understand and build prediction

How long would a full index take?

How long would an incremental index take?

Understanding and interpreting indexing errors

Complex and lengthy log files

Page 28: Active Workspace The Real Story - plm-europe.org · Mark Halbish Dieter Dragon Global PLM Director Managing Director Active Workspace The Real Story PLM Europe –Oct 2017

Challenges and Issues

Limited Siemens support for “earlier versions”

Tough to find support knowledge on target version AWC 2.4

Limited industry knowledge and experience

Very few reference customers who had already deployed

Page 29: Active Workspace The Real Story - plm-europe.org · Mark Halbish Dieter Dragon Global PLM Director Managing Director Active Workspace The Real Story PLM Europe –Oct 2017

Challenges and Issues

Stylesheets

Sheer volume of stylesheets required is just staggering

We ended up with over 450 AWC stylesheets

Page 30: Active Workspace The Real Story - plm-europe.org · Mark Halbish Dieter Dragon Global PLM Director Managing Director Active Workspace The Real Story PLM Europe –Oct 2017

Outcomes and Feedback

Extremely positive reception from business users

Excited / relieved to have an easier to use PLM

Like the look and feel – modernised GUI

Performance is decent

Equal and stable across the globe

Largely insulated from network latency issues

Love the concept of Mobility

Tablets are easier than smartphones – real estate

Not convinced people are actually using it though

Page 31: Active Workspace The Real Story - plm-europe.org · Mark Halbish Dieter Dragon Global PLM Director Managing Director Active Workspace The Real Story PLM Europe –Oct 2017

Agenda

Phase 1 – Consumer Usage – AWC 2.4

Phase 2 – Authoring – AWC 3.2

Phase 3 – Next Targets

Page 32: Active Workspace The Real Story - plm-europe.org · Mark Halbish Dieter Dragon Global PLM Director Managing Director Active Workspace The Real Story PLM Europe –Oct 2017

Upgrade to later versions

Teamcenter 10.1.7• Could not go to Tc11 due to NX versions

• Driven by OEM customer requirements

Active Workspace 3.2

Page 33: Active Workspace The Real Story - plm-europe.org · Mark Halbish Dieter Dragon Global PLM Director Managing Director Active Workspace The Real Story PLM Europe –Oct 2017

Introduce Authoring

New Parts / Revise Parts

Documents

Tc Change (some limitations remain)• Process Assignment Lists• Revise Change

Page 34: Active Workspace The Real Story - plm-europe.org · Mark Halbish Dieter Dragon Global PLM Director Managing Director Active Workspace The Real Story PLM Europe –Oct 2017

Outcomes and Feedback

Review Metrics in Analytic Dashboard

Page 35: Active Workspace The Real Story - plm-europe.org · Mark Halbish Dieter Dragon Global PLM Director Managing Director Active Workspace The Real Story PLM Europe –Oct 2017

Alignment to Expectations

Early Marketing Hype – easy to implement and use

Only on industry templates - Automotive Supplier Process etc

Doesn’t necessarily match or meet unique requirements

Page 36: Active Workspace The Real Story - plm-europe.org · Mark Halbish Dieter Dragon Global PLM Director Managing Director Active Workspace The Real Story PLM Europe –Oct 2017

Alignment to Expectations

Full Blown Change Management Capability

Limitations to authoring capability

No support for Process Assignment List

Cannot revise change items

Page 37: Active Workspace The Real Story - plm-europe.org · Mark Halbish Dieter Dragon Global PLM Director Managing Director Active Workspace The Real Story PLM Europe –Oct 2017

Alignment to Expectations

Intuitive, Easy, Fast

Definitely better than Rich Client – way better

Intuitiveness is largely dependent on Stylesheet Design

Still a bit cumbersome

Too many stylesheets to expose depth of information

Page 38: Active Workspace The Real Story - plm-europe.org · Mark Halbish Dieter Dragon Global PLM Director Managing Director Active Workspace The Real Story PLM Europe –Oct 2017

Alignment to Expectations

Minimal Training Required

Not Amazon or Smartphone App easy

Users need training to be aligned to business model

Challenge is to simplify a complex relational data model

How do you simplify a structured data model?

Most users could care less

Page 39: Active Workspace The Real Story - plm-europe.org · Mark Halbish Dieter Dragon Global PLM Director Managing Director Active Workspace The Real Story PLM Europe –Oct 2017

Alignment to Expectations

Google Like Search

Definitely better than Rich Client

Performance is still not lightning fast

Summary chart of search results has limited config

Page 40: Active Workspace The Real Story - plm-europe.org · Mark Halbish Dieter Dragon Global PLM Director Managing Director Active Workspace The Real Story PLM Europe –Oct 2017

Alignment to Expectations

Visualization same or similar to TcVis

Very limited functionality

Robustness is not consistent

Markup save creates data model discrepancies

No 2D / 3D comparison

Overall, just OK for basic usage / viewing

Page 41: Active Workspace The Real Story - plm-europe.org · Mark Halbish Dieter Dragon Global PLM Director Managing Director Active Workspace The Real Story PLM Europe –Oct 2017

Lessons Learned

Do not underestimate how much work is required to configure AWC

Tons of work to design stylesheets

More complex than Rich Client

Layout and Tabs

Requires tremendous amount of planning

Role based design of stylesheets will add exponential complexity

Conditional configurability was limited at AWC 2.4

Page 42: Active Workspace The Real Story - plm-europe.org · Mark Halbish Dieter Dragon Global PLM Director Managing Director Active Workspace The Real Story PLM Europe –Oct 2017

Lessons Learned

Instant Access to Visualization objects

Did not meet user expectations

Users don’t care about data model or Teamcenterterminology

Items, Item Revisions, Datasets, Part vs Design

Lack of configurable stylesheet capabilities

Could not configure rules to traverse data model and automatically display related Vis Objects

Believe capability is better in AWC 3.2

Target for Phase 3

Page 43: Active Workspace The Real Story - plm-europe.org · Mark Halbish Dieter Dragon Global PLM Director Managing Director Active Workspace The Real Story PLM Europe –Oct 2017

Lessons Learned

Administrative Burden almost doubled

2 full blown PLM environments now

Rich Client and AWC

Unexpected – stress on configuration team

Page 44: Active Workspace The Real Story - plm-europe.org · Mark Halbish Dieter Dragon Global PLM Director Managing Director Active Workspace The Real Story PLM Europe –Oct 2017

Lessons Learned

Training

Active Workspace is not fully intuitive

Does require user training

Need to develop realistic objectives and strategy

Self Serve or instructor led or online videos

Development of training material

Page 45: Active Workspace The Real Story - plm-europe.org · Mark Halbish Dieter Dragon Global PLM Director Managing Director Active Workspace The Real Story PLM Europe –Oct 2017

Agenda

Phase 1 – Consumer Usage – AWC 2.4

Phase 2 – Authoring – AWC 3.2

Phase 3 – Next Targets

Page 46: Active Workspace The Real Story - plm-europe.org · Mark Halbish Dieter Dragon Global PLM Director Managing Director Active Workspace The Real Story PLM Europe –Oct 2017

Phase 3 Targets

Authoring of remaining Item Types

Alternate ID Authoring

Stylesheet Enhancements

Will be never ending

Visualization Enhancement

Performance

Robustness and Stability

Page 47: Active Workspace The Real Story - plm-europe.org · Mark Halbish Dieter Dragon Global PLM Director Managing Director Active Workspace The Real Story PLM Europe –Oct 2017

Round Up

Active Workspace is transformative for users

Repositions Teamcenter asEnterprise Centric, not just Engineering

Lots of configuration effort req’d

Hire some help –speed up deployment

2 Key Projects saved PLM -Active Workspace & Analytics

Page 48: Active Workspace The Real Story - plm-europe.org · Mark Halbish Dieter Dragon Global PLM Director Managing Director Active Workspace The Real Story PLM Europe –Oct 2017

Thank You – Q&A