splm | slide 1...splm | slide 13 14 major manufacturing locations e.g. sulzer pumps usa, portland...

SPLM | slide 1

SPLM | slide 2

The Development of a Global Lifecycle Management

System

SPLM | slide 3

Agenda

� Sulzer Pumps – A Global Enterprise

� The approach for lifecycle management in product development and

engineering

� Harmonization and Standardization on product development and

engineering

� System selection and implementation

SPLM | slide 4

Sulzer Pumps

� Provider of products and services for centrifugal pumps

� Oil & Gas Industries

� Hydrocarbon Processing Industries

� Power generation plants

� Water and waste water

� Pulp and Paper Mills

� Food, Metals and Fertilizers

� Worldwide distribution in more than 150 countries

SPLM | slide 5

Sulzer Pumps is an

international and growing company

� Strong Market position

� No. 1: Pulp and paper

� No. 2: Oil and gas (upstream and HPI)

� No. 2: Power generation

� Growing Business

Water and

Wastewater 6%

Power

20%

Pulp &

Paper

10%

Food, Metals and

Fertilizers 7%

Oil & Gas

29%

Hydrocarbon

Processing

26%

Others 2%

North America

35%

Europe and

Middle East

40%

Asia

Pacificand

Australia

15%

South America

and Africa10%

41.0%44.5%ROCE

(EBIT/capital employed)

5 1925 686Employees

159.6199.2EBIT

1 405.41 733.8Sales

1 752.62 076.9Order intake

20062007millions of CHF

� Key Markets

SPLM | slide 6

Sulzer Pumps Product Portfolio

reaches from 0.1 to 45000 kW

� Axial split pumps � Vertical pumps

� Medium consistency pumps � Mixer

SPLM | slide 7

The fully configured pumps require fast delivery

� Large portfolio for small pumps

� > 50 casings

� > 100 impellers

� > 10000 configurations

� Large number of sales

� > 5000 pumps

� delivery 2-3 weeks

SPLM | slide 8

The engineered products require engineering

according to the customer specification

� High engineering effort for large pumps

� > 20 product lines

� pre-engineered pump

� order related packaging

� Many variants

� <<100 pumps per product line

� Full compliance with customer

specification

SPLM | slide 9

XMultiphase

MPP

X

JVCR

X

X

X

X

CP

Cryogenic

XXLNG

XXXXXPipeline

XFire water

XXXXOil export

XXXInjection

BkHPcpGSGHPDMHSBMSD

The customer applications and the product specification require a wide product portfolio

Pump type versus service

SPLM | slide 10

Our processes require a global implementation of a

lifecycle management system

Sales

Customer

Engineering

Packaging / Documentation Packaging

Manufacturing Bare Shaft Pump / Documentation Bare Shaft Pump

Hydraulic

CSS

SPLM | slide 11

Lifecycle management and a staged

development process has to be considered

� Product lifecycle management

� From Product Development to

Customer Service

� Integration of tendering, PDM and

ERP systems

� Development Process

� Development Process is a Stage

Gate process

Commercial SystemsMaterial Management, Order Management

(SAP, BAAN, …)?

BusinessProcesses

BusinessProcesses

OperationCSS

Erectioncommissioning

ProductionOrder

engineering

• Document Management• Field and Service Instructions• Inspection & Test Plans

ProductDataManagement

Product

DataManagement

ERPERP

Interface

Configuration Installation Operation / CSS

Basis PDM

"as designed"

Order PDM

"as ordered"

Assembly PDM

"as built"

Maintenance PDM

"as maintained"

Designengineering

Tendering

Gate 1

PHASE 1

Feasibility

Gate 2

PHASE 2

Concept

Gate 3

PHASE 3

Design

Gate 4

PHASE 4

Implemen-

tation

PHASE 0

Ideation

Gate 0

Lifecycle

Mgt.

SPLM | slide 12

The increasing globalization of Sulzer Pumps

will be supported by a PLM/PDM system

Targets of a global PDM system

� Improvement of customer response time

� Flexibility in the global processes

� improved exchange between PD and the engineering centers

� Technology transfer

� Re-use of information and faster access

� Improve collaboration with distributed manufacturing and assembly

� Improvement of the data quality

� Improvement of collaboration between New Equipment Engineering and CSS

Requirements

� Data Management

� Approval and release process for engineering documentation

� Integration of several 2D and 3D CAD systems

� Global product data with complex access management

� Process and Project Management

� Integration of Engineering process (PDM) and manufacturing process (ERP)

� Full access to engineering data

� Administration

� Centralized system and fast local access

SPLM | slide 13

14 Major Manufacturing Locations

e.g. Sulzer Pumps USA, Portland

Portland

Focus on engineered pumps for Oil &

Gas, HPI and Power Generation for

North and South America.

• Hydraulic Design

• Order Related Engineering

• Field Engineering

• Engineering Analysis

• Test Engineering

• Product Development

• Global Standards

SPLM | slide 14

Commonly used and simplified processes are the

basis for lifecycle management

� Development of a model to harmonize development processes

� The common model describes the requirements for a life cycle

management system

� Process matrix as basis for Sulzer Pumps Lifecycle Management

Input Information

Output Information

Input Information

Output Information

Input Information

Output Information

Input Information

Output Information

Input Information

Output Information

Input Information

Output Information

Input Information

Output Information

Input Information

Output Information

Input Information

Output Information

Input Information

Output Information

Input Information

Output Information

Input Information

Output Information

Global Process Matrix

local ProcessSPUK

TASK NAME

Task DescriptionInfo required Info created

Roles & Responsibilities

information used /Knowledge Pool

Tools

TASK NAME

Task Description

Info required Info created

Roles &

Responsibilities


Tools

TASK NAME




Tools

TASK NAME




Tools

TASK NAME




Tools

TASK NAME

Task Description

Info required Info created

Roles &

Responsibilities


Tools

TASK NAME




Tools

TASK NAME




Tools

local ProcessSPDE

local ProcessSP…

TASK NAME




Tools

TASK NAME



information used /

Knowledge PoolTools

TASK NAME




Tools

TASK NAME




Tools

TASK NAME




Tools

TASK NAME



information used /

Knowledge PoolTools

TASK NAME




Tools

TASK NAME




Tools

TASK NAME




Tools

TASK NAME



information used /

Knowledge PoolTools

TASK NAME




Tools

TASK NAME




Tools

TASK NAME




Tools

TASK NAME



information used /

Knowledge PoolTools

TASK NAME




Tools

TASK NAME




Tools

Task Characterisation

SPLM | slide 15

Result: Global Engineering Process Chart

Basic Design Bareshaft Pump

• Defi nes and val idate s the me chani cal concept and d esi gn• Creati on of detail drawings• Creati on of BOM

Me chan ical Deve lopment En ginee r

Cre ation of co mpo nen ts det ails for pu rcha sing a nd manu factu ring

De t. dr awings/ mode ls


Con firma tion o f ma nuf actur ability of the co ncep t

Manu factu ring co ncep ts


Proo f of the mecha nical d esign by ph ysical tes ts

Valida tion


Fo llow up on tests a nd o per ation s exp erien ce

Follow u p


Defin ition o f des ig n de tails a nd ma ter ia ls of co nstr uction

De tail Desig n


Defin ition o f des ig n limits and pr oof of th e me chan ical ge ome try

by c alculatio n

Ver ification


Cre ation of Re view Reco rdDe sign Re view

Me chan ical

Deve lopment En ginee r

Defin ition o f me chan ic al

ar ran gement / conce pt

Co ncep t


Defin ition o f me chan ic al geo met ry to suit th e ar ran gement / conce pt

De sign

Descrip tion Roles & FunctionsSub Task


Cre ation of co mpo nen ts det ails for pu rcha sing a nd manu factu ring

De t. dr awings/ mode ls


Con firma tion o f ma nuf actur ability of the co ncep t

Manu factu ring co ncep ts


Proo f of the mecha nical d esign by ph ysical tes ts

Valida tion


Fo llow up on tests a nd o per ation s exp erien ce

Follow u p


Defin ition o f des ig n de tails a nd ma ter ia ls of co nstr uction

De tail Desig n


Defin ition o f des ig n limits and pr oof of th e me chan ical ge ome try

by c alculatio n

Ver ification


Cre ation of Re view Reco rdDe sign Re view

Me chan ical

Deve lopment En ginee r

Defin ition o f me chan ic al

ar ran gement / conce pt

Co ncep t


Defin ition o f me chan ic al geo met ry to suit th e ar ran gement / conce pt

De sign


Basic Design Packaging

• Defi nes and val idate s the packa ge design concept a ndstanda rds

• Creati on of detail drawing, instrumentation and piping plans

• Creati on of BOM

Packa ging Develop men t

Engin eer

Cre ation of co mpo nen ts det ails for

pu rcha sing a nd manu factu ring

De t. Dra win gs

/mode ls


Engin eer

Con firma tion o f ma nuf actur ability

of the co ncep t

Manu factu ring

co ncep ts


Engin eer

Proo f of the mecha nical d esign by

ph ysical tes ts

Valida tion


Engin eer

Fo llow up on tests a nd o per ation s

exp erien ce

Follow u p


Engin eer

Cre ation of r eview r ecor dsDe sign

Re view


Engin eer

Defin ition o f pac kage design limits

an d pr oof by calcu lation

Ver ification

Packa ging Develop men t Engin eer

Defin ition o f pac kage design de-tails a nd mate rials o f con struct ion

De tail Desig n


Defin ition o f pac kage ar ran gement/c oncep t

Co ncep t


Engin eer

Defin ition o f pac kage design

acco rdin g to the co ncep t

De sign



Engin eer

Cre ation of co mpo nen ts det ails for

pu rcha sing a nd manu factu ring

De t. Dra win gs

/mode ls


Engin eer

Con firma tion o f ma nuf actur ability

of the co ncep t

Manu factu ring

co ncep ts


Engin eer

Proo f of the mecha nical d esign by

ph ysical tes ts

Valida tion


Engin eer

Fo llow up on tests a nd o per ation s

exp erien ce

Follow u p


Engin eer

Cre ation of r eview r ecor dsDe sign

Re view


Engin eer

Defin ition o f pac kage design limits

an d pr oof by calcu lation

Ver ification


Defin ition o f pac kage design de-tails a nd mate rials o f con struct ion

De tail Desig n


Defin ition o f pac kage ar ran gement/c oncep t

Co ncep t


Engin eer

Defin ition o f pac kage design

acco rdin g to the co ncep t

De sign


Product Data Preparation Bareshaft Pump

• Creating/Maintaining Product Data El ements and

configurati on information as requi red to support the sales,manufa cturing and CSS processe s

Prod uct Da ta Eng in eerCr eatin g/Mainta in ing Pr odu ct Data Elements and con figur ation

in formatio n as req uired to s uppo rt

th e manu factu ring and CSS

p roce sses ( includ ing co sts)

Pro duct ion d ata

Prod uct Da ta Eng in eer ,

Mar ketin g / Sa le s,

Ope ratio ns

Valid ating Pr odu ct Dat a Eleme nts

a nd co nfigu rat io n inf ormation as

r equ ired to su ppo rt th e sa le s,

manu factu ring and CSS


Re view,

Valid ation and

Re lease of

d ata

Hydr aulic De velopmen t

Engine er

Cr eatio n/Mainta in ing / Relea se

Sele ction Catalog ue (on the Ba sic

p erfo rmance Curve )

Sele ction

Ca talog ue



Ope ratio ns

Mainta ining Pr odu ct Dat a

Elements and con figur ation infor -

mation as r equ ired to su ppo rt th e

sa les, manu factu ring and CSS


Follow- up

Prod uct Da ta Eng in eerCr eatin g/Mainta in ing Pr odu ct Data



sa les pr oce sses ( includin g pr icing)

Sale s dat a

Description Roles & FunctionsSub Task

Prod uct Da ta Eng in eerCr eatin g/Mainta in ing Pr odu ct Data Elements and con figur ation

in formatio n as req uired to s uppo rt



Pro duct ion d ata



Ope ratio ns

Valid ating Pr odu ct Dat a Eleme nts

a nd co nfigu rat io n inf ormation as

r equ ired to su ppo rt th e sa le s,



Re view,

Valid ation and

Re lease of

d ata


Engine er

Cr eatio n/Mainta in ing / Relea se

Sele ction Catalog ue (on the Ba sic


Sele ction

Ca talog ue



Ope ratio ns

Mainta ining Pr odu ct Dat a





Follow- up

Prod uct Da ta Eng in eerCr eatin g/Mainta in ing Pr odu ct Data



sa les pr oce sses ( includin g pr icing)

Sale s dat a


Advance Design Bareshaft Pump (Concept)

• Customized mechanical desi gn concept of pumps for nonpre-defi ned appl ications

Advance Mec hanic al

Engineer

Confirmation of

manufacturabilit y of t he concept

Manufacturing

c oncepts

Advance Mec hanic al Engineer

Creat ion of Review R ecordD esign R eview


Engineer

Def init ion of design limit s and

proof of t he mec hanical geometry by calculation

Verif ication


Def init ion of mec hanical arrangement / c oncept

C oncept

Operations (C ost estimation)

C ost estimation


Engineer

Follow -up iterat ion when

neces sary

Follow-Up



Engineer

Confirmation of

manufacturabilit y of t he concept

Manufacturing

c oncepts


Creat ion of Review R ecordD esign R eview


Engineer

Def init ion of design limit s and

proof of t he mec hanical geometry by calculation

Verif ication


Def init ion of mec hanical arrangement / c oncept

C oncept

Operations (C ost estimation)

C ost estimation


Engineer


neces sary

Follow-Up


Order Product Data Preparation

• Creates and releases the pro duct da ta in accordance withorder specif ic requirements

Product Da ta

Techni cia n

Releasing Order BOM

(Materi als -> SAP),

Custome r Documen-

tation for p rodu ction and

shi pment

Relea se of

data

Product Da ta

Techni cia n

Crea tion of Review

Record

F inal data

review

Product Da ta Techni cia n

Crea ting Order BOM (Materi als -> SAP)

Creation o f order

related

product

data


Product Da ta

Techni cia n

Releasing Order BOM

(Materi als -> SAP),

Custome r Documen-

tation for p rodu ction and

shi pment

Relea se of

data

Product Da ta

Techni cia n

Crea tion of Review

Record

F inal data

review

Product Da ta Techni cia n

Crea ting Order BOM (Materi als -> SAP)

Creation o f order

related

product

data


Sales Tool Preparation

• Setup information and documen tation a bout hyd raul ic

sel ection criteria, techn ica l configurati on and

p ri ci ng for pump, buy-out and accessory

Glo bal Kno wle dge

Engin eer Hydra ulic.

Lo cal Knowle dge

Engin eer Hydra ulic

-P opulating Organizatio n data, -Defining Liquid Proper ties

-P opulating Perfor mance curves, -P opulating Produ ct line data,-P roduct line options,

-E ngineering data, -E stablishing product line compatibility,

-Defining Pump size and curve relationships,

-Defining Mixed stag e co mpatibility (V ertical pumps),

-Generat ing P ricebook curves,-P opulating Coefficient Tables

- Pr epa ring the

Sele ctor

Kno wle dge

b ase ( SKB)

Lo cal Knowle dge

Engin eer Mec hanica l

-B uild pr oduct line s, -prod uct sizes,

-categories/subcategories for options, -implement all rules and relationships between product, categor ies and

options-B uild pr ice classes and rules for

pricing-Define output documents content

(datasheet, Gener al Arra ngement)-B uild th e order codes for or der entry systems

Pre par ing th e

Co nfigu rato r

Kno wle dge

b ase ( CKB)

Lo cal Knowle dge


-Cover letter

-commercial documents-additional product br ochures

Pre par ing th e

q uota tion

p ackag e

d ocuments/ te

mplate s


Glo bal Kno wle dge

Engin eer Hydra ulic.

Lo cal Knowle dge

Engin eer Hydra ulic

-P opulating Organizatio n data, -Defining Liquid Proper ties

-P opulating Perfor mance curves, -P opulating Produ ct line data,-P roduct line options,

-E ngineering data, -E stablishing product line compatibility,

-Defining Pump size and curve relationships,

-Defining Mixed stag e co mpatibility (V ertical pumps),

-Generat ing P ricebook curves,-P opulating Coefficient Tables

- Pr epa ring the

Sele ctor

Kno wle dge

b ase ( SKB)

Lo cal Knowle dge


-B uild pr oduct line s, -prod uct sizes,

-categories/subcategories for options, -implement all rules and relationships between product, categor ies and

options-B uild pr ice classes and rules for

pricing-Define output documents content

(datasheet, Gener al Arra ngement)-B uild th e order codes for or der entry systems

Pre par ing th e

Co nfigu rato r

Kno wle dge

b ase ( CKB)

Lo cal Knowle dge


-Cover letter

-commercial documents-additional product br ochures

Pre par ing th e

q uota tion

p ackag e

d ocuments/ te

mplate s


Request and Evaluation

• Eval uation of request concerni ng typ e of product (A,B,C)

Sales En ginee r ( Sa les

Mg t)

Con figur ation and tend erin g for A-

Prod ucts; tend erin g for B/C-

Prod ucts

De cide fo r

co nfigu ratio n

a nd te nde ring

OR tend erin g

Sales En ginee rDete rmin e if e ngine ere d or

con figur ed so lution . If co nfigu red ,

con tinue with STARS

Ch eck COS in

STARS

se lection

Sales En ginee rAssign u niqu e nu mbe r usin g

STARS/ROMEO

Cr eate Sulzer

p rojec t

n umb er


Sales En ginee r ( Sa les

Mg t)

Con figur ation and tend erin g for A-

Prod ucts; tend erin g for B/C-

Prod ucts

De cide fo r

co nfigu ratio n

a nd te nde ring

OR tend erin g

Sales En ginee rDete rmin e if e ngine ere d or

con figur ed so lution . If co nfigu red ,

con tinue with STARS

Ch eck COS in

STARS

se lection

Sales En ginee rAssign u niqu e nu mbe r usin g

STARS/ROMEO

Cr eate Sulzer

p rojec t

n umb er


Configuration and Tendering

• Configuration and Crea tion of Tender for A Pro ducts

Segment Man age rAgre e on final pricing for ten derRe view Tend er

Sales En ginee r an d

Tende r Eng ineer

Calcu la te sa les pr ice, marg in an

cre ate tend er d ocuments

Pre par e

Tend er

Tende r Eng ineerCon figur ation of pu mp , buy- out

an d acce ssorie s

Pre par e

Co nfigu ratio n


Segment Man age rAgre e on final pricing for ten derRe view Tend er

Sales En ginee r an d

Tende r Eng ineer

Calcu la te sa les pr ice, marg in an

cre ate tend er d ocuments

Pre par e

Tend er

Tende r Eng ineerCon figur ation of pu mp , buy- out

an d acce ssorie s

Pre par e

Co nfigu ratio n


Tendering

• Create / Compile and submit a customer propo sal

Tende r Eng ineerCre ates the TOA (Tend er Orde r

Assessment) de pend ing o n the

valu e of the o rde r

TOA

Tende r Eng ineerComplete custo mer dat a she etCu stomer d ata

sh eet

Tende r Eng ineerCompile cu stomer d ocumenta tionCu stomer d o-

cu men tation s

Tende r Eng ineerIde ntify s ource of s upply and de-

fine the deliver y/pr icing st ructu re

Pricin g an d

De live ry

Tende r Eng ineerObt ain q uote s, pr ic in g, sco pe, de-

liver y, doc ume nt.fr om sub ve ndo rs

Facto red item

q uote s

Tende r Eng ineerSelect the f eatu res a nd o ption sMecha nical

se lection s

Tende r Eng ineerSelect pump typ e an d pe rfor ma nce

Hyd rau lic se lection s


Pump se lection s

Tende r Eng ineer

(O per ation s)

Obt ain co st estimate from

op era tions a nd p urch asing

Co st

e stimat ion

Tende r Eng ineerFo llow-u p of quot ation s when

ne cessar y

Follow-Up


Tende r Eng ineerCre ates the TOA (Tend er Orde r

Assessment) de pend ing o n the

valu e of the o rde r

TOA

Tende r Eng ineerComplete custo mer dat a she etCu stomer d ata

sh eet

Tende r Eng ineerCompile cu stomer d ocumenta tionCu stomer d o-

cu men tation s

Tende r Eng ineerIde ntify s ource of s upply and de-

fine the deliver y/pr icing st ructu re

Pricin g an d

De live ry

Tende r Eng ineerObt ain q uote s, pr ic in g, sco pe, de-

liver y, doc ume nt.fr om sub ve ndo rs

Facto red item

q uote s

Tende r Eng ineerSelect the f eatu res a nd o ption sMecha nical

se lection s


Hyd rau lic se lection s


Pump se lection s

Tende r Eng ineer

(O per ation s)

Obt ain co st estimate from

op era tions a nd p urch asing

Co st

e stimat ion

Tende r Eng ineerFo llow-u p of quot ation s when

ne cessar y

Follow-Up


Advance Design Packaging

• Customized pa ckaging design concept of pumps for nonpre-defi ned appl ications

Advance Procurement

Specialist

Commercia l and technic al

confirmation by the s upplier, that s pecific ation can be met

Verif ication

Advance Procurement

Specialist

Estimation of c ost s and lead

times

C ost and

deliv ery estimation

Advance Procurement Specialist

Def init ion of ac ceptable sup suppliers

Sourcing c oncept


Def init ion of major auxiliary equipment (dr ives , gearboxes

etc .)

C oncept

Advance Procurement

Specialist

Creat ion of Review R ecordD esign

R eview

Advance Procurement

Specialist


neces sary

Follow up


Advance Procurement

Specialist

Commercia l and technic al

confirmation by the s upplier, that s pecific ation can be met

Verif ication

Advance Procurement

Specialist

Estimation of c ost s and lead

times

C ost and

deliv ery estimation


Def init ion of ac ceptable sup suppliers

Sourcing c oncept


Def init ion of major auxiliary equipment (dr ives , gearboxes

etc .)

C oncept

Advance Procurement

Specialist

Creat ion of Review R ecordD esign

R eview

Advance Procurement

Specialist


neces sary

Follow up


Order Performance Test Planning

• Creates performance te st procedures and layouts fororder specif ic requirements

Test EngineerIdenti fication of

hardware requ irements, creati on of design

details for needed

hardware

Identification

of ha rdware requirements

Test EngineerCreation of test layoutsCreation o f

test layouts

Test EngineerCreation of test

procedures

Creation o f

test procedures

Descripti on Roles & FunctionsSub Task

Test EngineerIdenti fication of

hardware requ irements, creati on of design

details for needed

hardware

Identification

of ha rdware requirements

Test EngineerCreation of test layoutsCreation o f

test layouts

Test EngineerCreation of test

procedures

Creation o f

test procedures


Service Agreement Management

• Managing th e Service agreement, moni toring the

performance of the speci fied services / KPI, assessment of the moni toring results

contract managercompiling and

assessment of the

results

compi ling and

assessment

of the results

contract managerDefine and in itiate

ne eded acti on

Needed

acti on

field engineercoll ection of the KPI

measurement

KPI

measu rement

contract managerprovisioning of the KPI

to the fiel d

KPI

provisioning

contract managerpe rformance / financial

risk a ssessment

risk

assessment

Descripti on Rol es & FunctionsSub Task

contract managercompiling and

assessment of the

results

compi ling and

assessment

of the results

contract managerDefine and in itiate

ne eded acti on

Needed

acti on

field engineercoll ection of the KPI

measurement

KPI

measu rement

contract managerprovisioning of the KPI

to the fiel d

KPI

provisioning

contract managerpe rformance / financial

risk a ssessment

risk

assessment

Descripti on Rol es & FunctionsSub Task

Warranty Management

• Warranty Management

W arranty Manager

Probl em investigation and determi nations if it

is a warrenty

Problem investi gation

W arranty Manager

Probl em resolu tion (physical resu lution of

the problem based on

the input of engi neering (when necessa ry) and /

or operations)

Problem resolution

W arranty Manager

Feedback to the engineering, product

developmen t and operati ons of the

instal led pump ba se

Fo llow-Up

Descript ion Rol es & FunctionsSub Task

W arranty Manager

Probl em investigation and determi nations if it

is a warrenty

Problem investi gation

W arranty Manager

Probl em resolu tion (physical resu lution of

the problem based on

the input of engi neering (when necessa ry) and /

or operations)

Problem resolution

W arranty Manager

Feedback to the engineering, product

developmen t and operati ons of the

instal led pump ba se

Fo llow-Up


CSS Opportunity Management

• An alysing the Installed Base regard ing the i nstalled spare parts a nd the predicted life time of pa rts installed and identifi ed potential s for mai ntenance, retrofit , …..

Business AnalystBased on the installed base, the spare part / mai ntenance history

and the predi cted l ife ti me of components pote ntial CSS activit ies are i dentif ied (sales

pote ntial report)

Analysis

Business AnalystThe identifi ed sales pote ntials are given to sales / marketing in

order to get i n contact with the customer

Tri gger Marketing / Sales


Business AnalystBased on the installed base, the spare part / mai ntenance history

and the predi cted l ife ti me of components pote ntial CSS activit ies are i dentif ied (sales

pote ntial report)

Analysis

Business AnalystThe identifi ed sales pote ntials are given to sales / marketing in

order to get i n contact with the customer

Tri gger Marketing / Sales


Order Entry

• Create and enter an OED (Order Entry Dossier) o r a OES

(Order Entry Sheet) or a Product Specif ication

Project EngineerIf decisions have an impact on

prof itability or delivery

Follow-Up

Tender ing EngineerRelease pre-calc ulationPre-

c alculat ion

Project EngineerOpen iss ues will be clarif ied –and OED will be c hanged

ac cordingly

Feedback / Release

Project EngineerReview of the c ategory B&C type of orders and c ontracts

(Kic k-off meet ing)

Review

Tender ing EngineerCreate and ent er an OED

(Order Entry Dossier) in SPEED or a OES (Order Entry

Sheet ) or a Produc t Specific ation

Creation


Project EngineerIf decisions have an impact on

prof itability or delivery

Follow-Up

Tender ing EngineerRelease pre-calc ulationPre-

c alculat ion

Project EngineerOpen iss ues will be clarif ied –and OED will be c hanged

ac cordingly

Feedback / Release

Project EngineerReview of the c ategory B&C type of orders and c ontracts

(Kic k-off meet ing)

Review

Tender ing EngineerCreate and ent er an OED

(Order Entry Dossier) in SPEED or a OES (Order Entry

Sheet ) or a Produc t Specific ation

Creation


Data Collect ion & Analysis

• Measu rement (Dimension, Performance, On Si te, …)

and Ana lysis of Bare Shaft Pump / String

Projec t Engine erCo nclusion of the F indin gs a nd

Re commend ation

Ana lysis

Projec t Engine erMeasu rement of Vibr ation , Noise ,

Powe r, Efficie ncy, F low h ead,

NPSH, Mo tor Perfo rmance , …

Per for man ce

Measu rement

Projec t Engine erMeasu rement of Bar e Sha ft Pump

/ En viron men t Dime nsion s an d

Pro per ties

Dimensio n

Measu rement

Projec t Engine erCo lle ct all a vailab le Info rmation ,

Da ta ( Drawing s, BOM, Specs, ….)

co llect

a vailable

in formatio n

Follow u p ite ratio n whe n

n ecessa ry

Follow Up


Projec t Engine erCo nclusion of the F indin gs a nd

Re commend ation

Ana lysis

Projec t Engine erMeasu rement of Vibr ation , Noise ,

Powe r, Efficie ncy, F low h ead,

NPSH, Mo tor Perfo rmance , …

Per for man ce

Measu rement

Projec t Engine erMeasu rement of Bar e Sha ft Pump

/ En viron men t Dime nsion s an d

Pro per ties

Dimensio n

Measu rement

Projec t Engine erCo lle ct all a vailab le Info rmation ,

Da ta ( Drawing s, BOM, Specs, ….)

co llect

a vailable

in formatio n

Follow u p ite ratio n whe n

n ecessa ry

Follow Up


Order Design Hydraulic

• Defines and validates the hydrauli c design for B&C prod ucts

in accorda nce with order sp eci fic re quiremen ts

Hyd rau lic Design En gineer

Follow-up on tests and operations e xperie nce

Feedback / Follow-Up


Proof of the hydrauli c geometry by calculation

and/or ph ysical tests

Valid ation


(Revi ewer)

Creation of Review Record

Design Review

Hyd rau lic Design

En gineer

Definit ion of hydraulic

geometry to suit the arrangement / concept

Design



Follow-up on tests and operations e xperie nce

Feedback / Follow-Up


Proof of the hydrauli c geometry by calculation

and/or ph ysical tests

Valid ation


(Revi ewer)


Design Review

Hyd rau lic Design

En gineer

Definit ion of hydraulic

geometry to suit the arrangement / concept

Design


Order Design Bareshaf t Pump

• Defines and validates the mechanical design for B&C

products in accordance with order specif ic requi rements

Mec han ic al Desig n

Engine er

Pro of o f the me chan ic al ge ome try

b y calcula tion and past expe rience

Ver ificatio n


Engine er


b y calcula tion, past expe rien ce

a nd/o r ph ysical te sts

Valid ation


Engine er

r eleas e lon g lea d items for

p urch asing

Pre re quisition

o f fact ore d

g ood s


Engine er

Follow- up o n te sts an d op era tions

e xper ie nce

Feed back /

Follow- Up


Engine er (Revie we r)

Cr eatio n of Review Re cordDe sign r eview

Mec han ic al Desig n Engine er

Cr eatio n of deta ils of r aw mater ial fo r p urch asing and man ufa cturin g

a s det ailed a s ne eded for the pre

r equ is it ions o f lon g lead items

De tail models / dra wings f or

lo ng le ad

ite ms


Engine er

De finition of mecha nical g eometr y

to suit t he a rra nge men t / co ncep t

De sign



Engine er


b y calcula tion and past expe rience

Ver ificatio n


Engine er


b y calcula tion, past expe rien ce

a nd/o r ph ysical te sts

Valid ation


Engine er

r eleas e lon g lea d items for

p urch asing

Pre re quisition

o f fact ore d

g ood s


Engine er

Follow- up o n te sts an d op era tions

e xper ie nce

Feed back /

Follow- Up


Engine er (Revie we r)

Cr eatio n of Review Re cordDe sign r eview

Mec han ic al Desig n Engine er

Cr eatio n of deta ils of r aw mater ial fo r p urch asing and man ufa cturin g

a s det ailed a s ne eded for the pre

r equ is it ions o f lon g lead items

De tail models / dra wings f or

lo ng le ad

ite ms


Engine er

De finition of mecha nical g eometr y

to suit t he a rra nge men t / co ncep t

De sign


Order Design Packaging

• Defines and validates the package design for B&C products

in accorda nce with order sp eci fic re quiremen ts

Pac kaging D es ign

Engineer

D efinition of package des ign

limits and proof by calculation and pas t exper ience

Verif ication

Pac kaging D es ign

Engineer

C reation of component s details

f or purc hasing and manufacturing as as detailed

as needed for t he pre requis itions of long lead items

D etail

models / drawings for

long lead it ems

Pac kaging D es ign

Engineer

R elease long lead items f or

purchas ing

Pre

requis ition of f act ored

goods

Pac kaging D es ign Engineer

Follow-up on tests and operations ex perienc e

Follow -Up


Proof of the mechanic al geomet ry by physic al tes ts

Validation

Pac kaging D es ign

Engineer (Reviewer)

C reation of Review R ecordD esign

R eview


D efinition of package des ign according t o t he order spec ific

requirement s

D esign


Pac kaging D es ign

Engineer

D efinition of package des ign

limits and proof by calculation and pas t exper ience

Verif ication

Pac kaging D es ign

Engineer

C reation of component s details

f or purc hasing and manufacturing as as detailed

as needed for t he pre requis itions of long lead items

D etail

models / drawings for

long lead it ems

Pac kaging D es ign

Engineer

R elease long lead items f or

purchas ing

Pre

requis ition of f act ored

goods


Follow-up on tests and operations ex perienc e

Follow -Up


Proof of the mechanic al geomet ry by physic al tes ts

Validation

Pac kaging D es ign

Engineer (Reviewer)

C reation of Review R ecordD esign

R eview


D efinition of package des ign according t o t he order spec ific

requirement s

D esign


Order Detail Design Hydraulic

• Creates and releases the hyd raul ic design detai ls for B&Cproducts in accordance with o rder speci fic re quirements

Hydraulic Design

Engineer

(Approver)

Check and release of

hydraulic design details

Relea se of

Hydraulic

Design

Details

Hydraulic Design Engineer

(Reviewer)

Creati on of Review Record

Design Review


Creati on of hydrauli c design detail s acco rdi ng

to the order specif ic

hydraulic design

Hydraulic Design

Details


Hydraulic Design

Engineer

(Approver)

Check and release of

hydraulic design details

Relea se of

Hydraulic

Design

Details


(Reviewer)


Design Review


Creati on of hydrauli c design detail s acco rdi ng

to the order specif ic

hydraulic design

Hydraulic Design

Details


Order Detail Design Bareshaft Pump

• Creates and releases the mechanical design detail s for B&C

products in accordance with order speci fic re quirements

Mechanical Design Dra ftsman

Creation of detail models and drawings as needed for manufacturing documentation

Detail models / drawings

Mechanical Design Dra ftsman(Approver)

Check and release of mechanical design detail s

Relea se of Mechanical Design Details

Responsibili ty: Mechanical Design Engi neerExecution: Mechanical Design Dra ftsman

Creation of order related customer documentati on (drawin gs) re lated to bareshaft pump

Customer Documen-tati on

Mechanical Design Engi neer (Reviewer)


Design Review

Responsibili ty: Mechanical Design Engi neer

Execution: Mechanical Design Dra ftsman

Defini tion of mechan ica l desi gn details according to the order specif ic mechanical design

Detail Design


Mechanical Design Dra ftsman



Mechanical Design Dra ftsman(Approver)

Check and release of mechanical design detail s

Relea se of Mechanical Design Details

Responsibili ty: Mechanical Design Engi neerExecution: Mechanical Design Dra ftsman

Creation of order related customer documentati on (drawin gs) re lated to bareshaft pump


Mechanical Design Engi neer (Reviewer)


Design Review

Responsibili ty: Mechanical Design Engi neer

Execution: Mechanical Design Dra ftsman

Defini tion of mechan ica l desi gn details according to the order specif ic mechanical design

Detail Design


Order Detail Design Package

• Creates and releases the package design d etail s for B&C

products in accordance with order speci fic re quirements

Package Design Draftsman



Package Design Engineer(Releaser)

Check and release of package design de tails

Relea se of Package Design Details

Responsibili ty:Package Design EngineerExecution: Package Design Draftsman

Creation of order related customer documentati on (drawin gs) re lated to package design


Package Design Engineer(Reviewer)


Final Design Review

Responsibili ty:

Package Design EngineerExecution: Package Design Draftsman

Defini tion of package desi gn details according to the order specif ic package design

Detail Design


Package Design Draftsman



Package Design Engineer(Releaser)

Check and release of package design de tails

Relea se of Package Design Details

Responsibili ty:Package Design EngineerExecution: Package Design Draftsman

Creation of order related customer documentati on (drawin gs) re lated to package design


Package Design Engineer(Reviewer)


Final Design Review

Responsibili ty:

Package Design EngineerExecution: Package Design Draftsman

Defini tion of package desi gn details according to the order specif ic package design

Detail Design


Pump and Package Assembling Planning

• Review of order pump assembly requirements

Project Eng ineerIdenti fy a ny necessary

tools and hardware

Identi fy a ny

necessary

tools and hardware

Project Eng ineerFeedback to th e engi neeri ng, product

development and manufa cturing

Follow Up

Project Eng ineerProducing order specif ic procedures

Producing order

specif ic

procedures

Project Eng ineerReview pump assembly

requirements

Review

pump assembl y

requirements


Project Eng ineerIdenti fy a ny necessary

tools and hardware

Identi fy a ny

necessary

tools and hardware

Project Eng ineerFeedback to th e engi neeri ng, product


Follow Up

Project Eng ineerProducing order specif ic procedures

Producing order

specif ic

procedures

Project Eng ineerReview pump assembly

requirements

Review

pump assembl y

requirements


Performance and t rain (string) test

• Test / Validation / Acceptance

Test EngineerFeedback to hydraulic

and me chani cal engi neeri ng

Follow-Up

Hydraulic

Engineer

Update the hydrauli c

database

Update the

hydraulic database

Project Eng ineerApproval of test (by

engi neeri ng and/or by customer)

Approval of

test

Test EngineerCreating the customer

test re port

Creating the

customer test re port

Test EngineerComplete unit test (pump with package)

Complete uni t test

Test EngineerPerformance test

(bareshaft pu mp)

Performance

test


Test EngineerFeedback to hydraulic

and me chani cal engi neeri ng

Follow-Up

Hydraulic

Engineer

Update the hydrauli c

database

Update the

hydraulic database

Project Eng ineerApproval of test (by

engi neeri ng and/or by customer)

Approval of

test

Test EngineerCreating the customer

test re port

Creating the

customer test re port

Test EngineerComplete unit test (pump with package)

Complete uni t test

Test EngineerPerformance test

(bareshaft pu mp)

Performance

test


Installat ion / Commissioning by Sulzer

• Installation and start-up of pump units by Sulzer

F ield Service

Engineer

Feedback to th e

engi neeri ng, product


Follow-Up

Field Service Engineer

Acceptance by customer

Acceptance

Field Service

Engineer

Preparation for

commissioning and

start u p (alignment check, fil ling of lube oil,

venting)

Preparation

for com-

missioningand start up

F ield Service

Engineer

Install ation of the

equi pment (pipi ng

connecti on, alignment)

Install ation of

the

equi pment


Field Service

Engineer

Feedback to th e



Follow-Up

Field Service Engineer


Acceptance

Field Service

Engineer

Preparation for

commissioning and


venting)

Preparation

for com-


F ield Service

Engineer


equi pment (pipi ng


Install ation of

the

equi pment


Installat ion / Commissioning by NON Sulzer

• Installation and start-up of pump units by NON Sul zer(customer or 3rd pa rty)

Customer o r

3rd Party

Feedback to th e



Follow-Up

Customer o r3rd Party


Acceptance

Customer o r

3rd Party

Preparation for

commissioning and


venting)

Preparation

for com-


Customer o r

3rd Party


equi pment (pipi ng


Install ation of

the

equi pment


Customer o r

3rd Party

Feedback to th e



Follow-Up

Customer o r3rd Party


Acceptance

Customer o r

3rd Party

Preparation for

commissioning and


venting)

Preparation

for com-


Customer o r

3rd Party


equi pment (pipi ng


Install ation of

the

equi pment


Advance Design Hydraulic (Pump Selection)

• Customized hydrauli c selection of pumps for non

pre-defi ned appl ications

Advance

Hydraulic Engineer

Hydraulic Pump Selecti on

accord ing avail able pattern

Pump

Selection

Advance

Hydraulic Engineer

Definit ion of h ydrauli c

design and test requirements for o rder

processing

Definit ion /

Comple-t ion of

AEPS

Advance Hydraulic

Engineer


Design Review

Descri ption Roles & FunctionsSub Task

Advance

Hydraulic Engineer

Hydraulic Pump Selecti on

accord ing avail able pattern

Pump

Selection

Advance

Hydraulic Engineer

Definit ion of h ydrauli c

design and test requirements for o rder

processing

Definit ion /

Comple-t ion of

AEPS

Advance Hydraulic

Engineer


Design Review


Field Activities

• On site customer support (Inspectio n, Monitoring, Training , Field Mai ntenance (on site repairs), F ield Se rvice, Performa nce and System Analysi s, trouble shouting, ene rgy and environmental audit

Servi ce

Manager

organizat ion of man power,

information assts, tools, logist ic for performing the

ordered task

mobilization

Field EngineerIdentif y needs for Inspect ion, Spare Parts, Repairs,

Ret rof its, …

Identif y further needs

Servi ce Manager

Creating Report and feed back to sales, customer,

engineeri ng and

management

Feed Back to Sales and

Customer

Field EngineerPerforming the task

(Inspect ion, Monitoring, …. )

Performing

Acti vit y

Servi ce Manager

Create Service Order (Type SM02 Fi eld Service), Decide

about warrantee

Create Servi ce Order

Servi ce Manager

update activ iti es according feed back and update report

Follow up

Servi ce Manager

Create Service Notif icati on for the i dentif ied Equipment

of T ype "CSS Fi el d Service"

Create Servi ce

notif icati on

Servi ce

Manager

Identif y Equipment Master

according to the given

Serial#

Identif y

Equipment

Descript ion Roles &

Fu nctions

Sub Task

Servi ce

Manager

organizat ion of man power,

information assts, tools, logist ic for performing the

ordered task

mobilization

Field EngineerIdentif y needs for Inspect ion, Spare Parts, Repairs,

Ret rof its, …

Identif y further needs

Servi ce Manager

Creating Report and feed back to sales, customer,

engineeri ng and

management

Feed Back to Sales and

Customer

Field EngineerPerforming the task

(Inspect ion, Monitoring, …. )

Performing

Acti vit y

Servi ce Manager

Create Service Order (Type SM02 Fi eld Service), Decide

about warrantee

Create Servi ce Order

Servi ce Manager

update activ iti es according feed back and update report

Follow up

Servi ce Manager

Create Service Notif icati on for the i dentif ied Equipment

of T ype "CSS Fi el d Service"

Create Servi ce

notif icati on

Servi ce

Manager

Identif y Equipment Master

according to the given

Serial#

Identif y

Equipment

Descript ion Roles &

Fu nctions

Sub Task

Inventory Management

• identifi cation and need quanti ty of crit ical parts• triggering procurement, shi pment and storage

• call of / (trigger shipment)

• trigger fi eld activi ties

i nventory

manager

Storage of partsbook to stock

location

i nventory

manager

fi lling up the customer

related ware house

(ZKB -> de livery, post god issue)

consignment

f ill up

i nventory

manager

book from storage for

use, noti fication to sulzer, billing

consignment

issue

i nventory manager

identifi cation and need of quantity of crit ical

parts

Identi fication of need

service centre

manager

Triggering of ordered

fi eld activiti es

trigger f ield

acti vi ties


i nventory

manager

Storage of partsbook to stock

location

i nventory

manager

fi lling up the customer

related ware house

(ZKB -> de livery, post god issue)

consignment

f ill up

i nventory

manager

book from storage for

use, noti fication to sulzer, billing

consignment

issue

i nventory manager

identifi cation and need of quantity of crit ical

parts

Identi fication of need

service centre

manager

Triggering of ordered

fi eld activiti es

trigger f ield

acti vi ties


Dismantling, Inspection, Repair

• Dismantling and Inspection of a bare shaft pump. Repair,

Pa rt replacement by Spare Parts

Service Center

Perform di smantling, inspect ion according task lis t. Analyze i nspection.

Dism ant ling / Inspection

see Order Design Engineering: "Data Collect ion & Analysi s"

Data Collect ion& Analysis

Service Center

Update / Adjust servi ce order structure according the findings out of the inspect ion by adding new service orders, est imated durat ions, spare part requi sit ions etc.

Update / Adjust Servi ce Order St ructure

Service Center

Create quote based on the Service Order Structure

Create Quote

Service Center

Create Purchase Order based on the Quote comprising the ordered Service Orders / Spare Parts Orders (update / adjust

Service Order Structure according customer decision)

Create Purchase Order

Service Center

Ident ify Equipment Master according to the given Serial #

Identif y Equipment

see Operation / CSS / Repai r "Spare Part"Perform Spare Part

Service Center

Create St ructure of Service Orders with Service Order Type

"Dismant ling / Inspect ion" as top. Assign Task List to each Service Order

Create Service Order S tructure

Service Center

Perform Repair TasksPerform Servi ce Repair

see Preservation / Crat ing / Dispatch / Shipment : "Packaging & Shippi ngf "

Packaging & Shipping

Service Center

Create Service Order (Type SM01 Repair), Decide about warrantee

Create Service Order

Service Center

Create Service Not ification for the ident ified Equipment of T ype "CSS Service RMA"

Create Service notif icati on

Descripti on Roles &

Funct ions

Sub T ask

Service Center

Perform di smantling, inspect ion according task lis t. Analyze i nspection.

Dism ant ling / Inspection

see Order Design Engineering: "Data Collect ion & Analysi s"

Data Collect ion& Analysis

Service Center

Update / Adjust servi ce order structure according the findings out of the inspect ion by adding new service orders, est imated durat ions, spare part requi sit ions etc.

Update / Adjust Servi ce Order St ructure

Service Center

Create quote based on the Service Order Structure

Create Quote

Service Center

Create Purchase Order based on the Quote comprising the ordered Service Orders / Spare Parts Orders (update / adjust

Service Order Structure according customer decision)

Create Purchase Order

Service Center

Ident ify Equipment Master according to the given Serial #

Identif y Equipment

see Operation / CSS / Repai r "Spare Part"Perform Spare Part

Service Center

Create St ructure of Service Orders with Service Order Type

"Dismant ling / Inspect ion" as top. Assign Task List to each Service Order

Create Service Order S tructure

Service Center

Perform Repair TasksPerform Servi ce Repair

see Preservation / Crat ing / Dispatch / Shipment : "Packaging & Shippi ngf "


Service Center

Create Service Order (Type SM01 Repair), Decide about warrantee

Create Service Order

Service Center

Create Service Not ification for the ident ified Equipment of T ype "CSS Service RMA"

Create Service notif icati on

Descripti on Roles &

Funct ions

Sub T ask

Spare Part Handling

• Identif ication of needed spare part, quotati on,

manufacturing and del ivery of spare part

Service CentreIdentif y Equipment Master according to the given Serial#

Identif y Equipment

see Procurement / Production Engineering: "SPGT Demand / Capacity Planni ng"

Demand Capacity P lanning

Service CentreCreate Sal es Order f rom the Quotation with the order of the customer

Create Sales Order

Service CentreCreate Order BOM for Each line item of Sales Order with all belongi ng sub components lis ted in the Equipm ent BOM

Create Order BOM

see Components / Parts Manufacturing: "Production in Service Center / Manufacturi ng Cent re", "In Process Inspection", "In Process Assembly Inspection"

Producti on, Inspection

see Procurement / Production Engineering: "Inventory Management ", "Received Goods Inspection"

Inventory Management / Producti on

see Procurement / Production Engineering: "Production Order Creation"

Producti on Order Creati on

see Preservat ion / Crating / Di spatch / Shipment : "Packagi ng & Shipping"


Service CentreSelect Components to be quoted from the related Equipment BOM 's

Create Quote

Service CentreCreate Service Notif icati on for the identif ied Equipment of Type "CSS Parts Quote / Sale"

Create Servi ce notif icati on

Descript ion Roles & Functi ons

Sub T ask

Service CentreIdentif y Equipment Master according to the given Serial#

Identif y Equipment

see Procurement / Production Engineering: "SPGT Demand / Capacity Planni ng"

Demand Capacity P lanning

Service CentreCreate Sal es Order f rom the Quotation with the order of the customer

Create Sales Order

Service CentreCreate Order BOM for Each line item of Sales Order with all belongi ng sub components lis ted in the Equipm ent BOM

Create Order BOM

see Components / Parts Manufacturing: "Production in Service Center / Manufacturi ng Cent re", "In Process Inspection", "In Process Assembly Inspection"

Producti on, Inspection

see Procurement / Production Engineering: "Inventory Management ", "Received Goods Inspection"

Inventory Management / Producti on

see Procurement / Production Engineering: "Production Order Creation"

Producti on Order Creati on

see Preservat ion / Crating / Di spatch / Shipment : "Packagi ng & Shipping"


Service CentreSelect Components to be quoted from the related Equipment BOM 's

Create Quote

Service CentreCreate Service Notif icati on for the identif ied Equipment of Type "CSS Parts Quote / Sale"

Create Servi ce notif icati on

Descript ion Roles & Functi ons

Sub T ask

Feasibility Study

• Eval uation of product and pro cess requi rements• Eval uation of hydraulic and mechanical de sign to meet

identif ied customer requ irements

• Eval uation of business pla n• Result: Go or NoGo for the product devel opment o r for

the Tendering

SDCAsses smen t of

fe asibility st udy

OSF, Leg al Entitie s, Plants , PUMT (Fin al

de cision a bou t

pr odu ction s trat egy)

So urcin g Stra tegy, locatio n of man ufact uring , ma ke o r bu y

Pro duct io n Str ateg y

Cost estim ation

CSS Pr oject Man age r

Cost Estim ationCo st Study

Segm ent Man age r, CSS

Pro je ct Ma nag er, Reg ional Sa les Ma nag er

Mar ket Stu dyCo mme rcial

Stud y

Advan ce Eng ineer ,

Pro duct De velop men t Ma nag er, CSS

Engin eer ing

Conce pt Deve lopm ent and

Eva luatio n

Techn ical Stud y

Eva luatio n of need ed r esou rces

and comp ariso n with availab le

reso urce s

Descript ion

Pro duct De velop men t,

Lo gistics ( Oper ation s),

CSS, Engine erin g,

Ma rke ting

Roles & Functions

Re sour ce

Evalu ation

Sub Task

SDCAsses smen t of

fe asibility st udy

OSF, Leg al Entitie s, Plants , PUMT (Fin al

de cision a bou t

pr odu ction s trat egy)

So urcin g Stra tegy, locatio n of man ufact uring , ma ke o r bu y

Pro duct io n Str ateg y

Cost estim ation

CSS Pr oject Man age r

Cost Estim ationCo st Study

Segm ent Man age r, CSS

Pro je ct Ma nag er, Reg ional Sa les Ma nag er

Mar ket Stu dyCo mme rcial

Stud y

Advan ce Eng ineer ,

Pro duct De velop men t Ma nag er, CSS

Engin eer ing

Conce pt Deve lopm ent and

Eva luatio n

Techn ical Stud y

Eva luatio n of need ed r esou rces

and comp ariso n with availab le

reso urce s

Descript ion

Pro duct De velop men t,

Lo gistics ( Oper ation s),

CSS, Engine erin g,

Ma rke ting

Roles & Functions

Re sour ce

Evalu ation

Sub Task

Identification of development needs

• Identifi cat ion of customer needs

• Identifi cat ion of manufacturing / production needs• Development input through new technologi es

• Consultat ion of other Business Se gments (if needed) • Col lection / priorit izat ion of development needs

SDCPrio ritization of

Deve lopm ent

n eeds

BS Port folio m anag erCollectio n / Sum mar ization of

dev elopm ent need s

Colle ction

Deve lopm ent

n eeds

PDDevelo pme nt inp ut th rou gh n ew

tech nolog ies, im prove d

kno wle dge

Deve lopm ent

inp ut

BS Port folio m anag erIde ntificatio n of custom er need sCus tome r ne eds

BA GOUIde ntificatio n of need s fro m th e

poin t of vie w of m anu factu ring costs and pro duction

dev elopm ent

M anuf actur ing /

Pro ductio n ne eds


SDCPrio ritization of

Deve lopm ent

n eeds

BS Port folio m anag erCollectio n / Sum mar ization of

dev elopm ent need s

Colle ction

Deve lopm ent

n eeds

PDDevelo pme nt inp ut th rou gh n ew

tech nolog ies, im prove d

kno wle dge

Deve lopm ent

inp ut

BS Port folio m anag erIde ntificatio n of custom er need sCus tome r ne eds

BA GOUIde ntificatio n of need s fro m th e

poin t of vie w of m anu factu ring costs and pro duction

dev elopm ent

M anuf actur ing /

Pro ductio n ne eds


Innovation Activit ies (Idea generat ion)

• The generation of ideas is enabled or facilitated by

concrete activitie s or by having a system to submit an idea anytime

SDCEvalua tion a nd a ssessm ent o f idea s

filed in th e IDEA poo l

Id ea

a ssessme nt

I nnova tion Mana gerIDEA gr oup c ombin es all a ctivities

pla nned to g ener ate / enr ich ide as

on a sp ecific to pic (wor kshop s, ca mpaig ns, q uestion nair e,

int erviews)

IDEA gr oup

I nnova tion Mana ger sIDEA sub is the possibility t o sub mit

an idea via intr ane t

IDEA sub

Descri ption Rol es & FunctionsSub Task

SDCEvalua tion a nd a ssessm ent o f idea s

filed in th e IDEA poo l

Id ea

a ssessme nt

I nnova tion Mana gerIDEA gr oup c ombin es all a ctivities

pla nned to g ener ate / enr ich ide as

on a sp ecific to pic (wor kshop s, ca mpaig ns, q uestion nair e,

int erviews)

IDEA gr oup

I nnova tion Mana ger sIDEA sub is the possibility t o sub mit

an idea via intr ane t

IDEA sub

Descri ption Rol es & FunctionsSub Task

Basic Design Hydraulic

• Defi nes and val idate s the hydraulic concept and design

SDC / PDCAs ses sment

of f easibil ity s tudy

Hy draulic

Development Engineer

Proof of the hydraulic geometry

by calculation and/ or physic al tests

Validation

Hy draulic Development Engineer

Creation of R ev iew Rec ordFinal D es ign R eview


Defin ition of hydraulic arrangement/conc ept

C oncept

Hy draulic Development

Engineer

Defin ition of hydraulic geometry to suit the

arrangement/conc ept

D esign

Follow up on tests and operations exper ience

Descript ion


Engineer

Roles & Functions

Feedback / Follow up

Sub Task

SDC / PDCAs ses sment

of f easibil ity s tudy

Hy draulic

Development Engineer

Proof of the hydraulic geometry

by calculation and/ or physic al tests

Validation


Creation of R ev iew Rec ordFinal D es ign R eview


Defin ition of hydraulic arrangement/conc ept

C oncept


Engineer

Defin ition of hydraulic geometry to suit the

arrangement/conc ept

D esign

Follow up on tests and operations exper ience

Descript ion


Engineer

Roles & Functions


Sub Task

Product Data Preparation Bareshaft Pump

• Creati ng/Maintaining Pro duct Da ta El ements and

configurati on information as requi red to support the sale s,

manufa cturing and CSS processe s

Prod uct Da ta Eng in eerCr eatin g/Ma inta in ing Pr oduc t Data Elements and conf ig ura tion

inf ormation as r equ ired to su ppo rt


p roce sses ( includ in g co sts)

Pro duct ion d ata


Mar ketin g / Sa le s, Ope ratio ns

Valida ting Pr odu ct Data Eleme nts

a nd co nfigu rat io n inf ormation as r equ ired to su ppo rt th e sale s,



Re view,

Valid ation and Re lease of

d ata


Engine er

Cr eatio n/Ma inta in ing / Relea se

Sele ction Ca talog ue (on the Ba sic


Sele ction

Ca talog ue

Prod uct Da ta Eng in eer , Mar ketin g / Sa le s,

Ope ratio ns

Mainta ining Pr odu ct Dat a Elements and conf ig ura tion infor -




Follow- up

Prod uct Da ta Eng in eerCr eatin g/Ma inta in ing Pr oduc t Data

Elements and conf ig ura tion infor -


sa les pr ocess es ( in cludin g pr icing)

Sale s dat a


Prod uct Da ta Eng in eerCr eatin g/Ma inta in ing Pr oduc t Data Elements and conf ig ura tion

inf ormation as r equ ired to su ppo rt



Pro duct ion d ata


Mar ketin g / Sa le s, Ope ratio ns

Valida ting Pr odu ct Data Eleme nts

a nd co nfigu rat io n inf ormation as r equ ired to su ppo rt th e sale s,



Re view,

Valid ation and Re lease of

d ata


Engine er

Cr eatio n/Ma inta in ing / Relea se

Sele ction Ca talog ue (on the Ba sic


Sele ction

Ca talog ue

Prod uct Da ta Eng in eer , Mar ketin g / Sa le s,

Ope ratio ns

Mainta ining Pr odu ct Dat a Elements and conf ig ura tion infor -




Follow- up

Prod uct Da ta Eng in eerCr eatin g/Ma inta in ing Pr oduc t Data

Elements and conf ig ura tion infor -


sa les pr ocess es ( in cludin g pr icing)

Sale s dat a


Shipping of customer documentation

• Compil ing a nd shipping of the customer documenta tion

Documentat ionShipping of c ompiled c ust omer doc umentation t o

c ust omer

Shipping of c ust omer

doc umentation

Documentat ionPreparat ion of customer

doc umentation according t o order and conf iguration

C ompiling of

c ust omer doc umentation


Documentat ionShipping of c ompiled c ust omer doc umentation t o

c ust omer

Shipping of c ust omer

doc umentation

Documentat ionPreparat ion of customer

doc umentation according t o order and conf iguration

C ompiling of

c ust omer doc umentation


Packing & Shipping

• Packaging and shippi ng

Logistic sPacking of the it ems into the pac kage ac cording to the

pac king list

Packing of it ems

Logistic sC reation of the deliv ery not e according t o t he

c haracteris tics of the according s ales order

C reation of deliv ery tags

Logistic sc opy of delivery note and marking what items are

pac ked in the package

C reation of pac king lis t

Logistic sC reation of the deliv ery not e

according t o t he c haracteris tics of the

according s ales order

C reation of

deliv ery not e

Logistic sC reation of the deliv eryC reation of

deliv ery


Logistic sPacking of the it ems into the pac kage ac cording to the

pac king list

Packing of it ems

Logistic sC reation of the deliv ery not e according t o t he

c haracteris tics of the according s ales order

C reation of deliv ery tags

Logistic sc opy of delivery note and marking what items are

pac ked in the package

C reation of pac king lis t

Logistic sC reation of the deliv ery not e

according t o t he c haracteris tics of the

according s ales order

C reation of

deliv ery not e

Logistic sC reation of the deliv eryC reation of

deliv ery


Product ion in Service Centre /

Manufacturing Centre

• Parts manufacturing

Manuf ac tur ingR eport of task duration in

AutoTime

R eport of

durat ion

Manuf ac tur ingC onfirmation of t ask s in AutoTime

C onfirmation of t ask


doc umentation

Produc tion according t o

product ion order


Manuf ac tur ingR eport of task duration in

AutoTime

R eport of

durat ion


C onfirmation of t ask


doc umentation

Produc tion according t o

product ion order


In Process Inspection

• Item inspection within p roduction / logisti c process• Do cumenta tion of inspecti on results within QA data package

Manuf ac tur ingD ocument t he ins pection

res ult

D ocument

inspect ion

res ult

Manuf ac tur ingSc an and / or file the

inspect ion repor t to the file

s ystem and make repor t

accessib le to QA

Sc an and / or

f ile inspec tion

repor t

QA EngineerAdd inspec tion repor ts to the

QA data pack age

Add inspection

repor t t o QA

dat a pac kage

Manuf ac tur ingR eport inspect ion

c haracteris tic and c omplete inspect ion task

R eport

inspect ion c haracteris tic /

c omplete

inspect ion task

Manuf ac tur ingPerf orm item ins pection

according inspect ion task and applicable qualit y

procedures

I tem I ns pection


Manuf ac tur ingD ocument t he ins pection

res ult

D ocument

inspect ion

res ult

Manuf ac tur ingSc an and / or file the

inspect ion repor t to the file

s ystem and make repor t

accessib le to QA

Sc an and / or

f ile inspec tion

repor t

QA EngineerAdd inspec tion repor ts to the

QA data pack age

Add inspection

repor t t o QA

dat a pac kage



R eport


c omplete

inspect ion task

Manuf ac tur ingPerf orm item ins pection

according inspect ion task and applicable qualit y

procedures

I tem I ns pection


In process assembly Inspection

• Item inspection within a ssembly process

• Do cumenta tion of inspecti on results within QA data package

Manuf ac tur ingD ocument t he ins pection res ult

D ocument inspect ion

res ult

Manuf ac tur ingSc an and / or file the inspect ion repor t to the file

s ystem and make repor t accessib le to QA

Sc an and / or f ile inspec tion

repor t

QA EngineerAdd inspec tion repor ts to the QA data pack age

Add inspection repor t t o QA

dat a pac kage



R eport


c omplete inspect ion task

Manuf ac tur ingPerf orm as sembly inspect ion according

inspect ion task and applicable quality

procedures

I tem I ns pection


Manuf ac tur ingD ocument t he ins pection res ult

D ocument inspect ion

res ult

Manuf ac tur ingSc an and / or file the inspect ion repor t to the file

s ystem and make repor t accessib le to QA

Sc an and / or f ile inspec tion

repor t

QA EngineerAdd inspec tion repor ts to the QA data pack age

Add inspection repor t t o QA

dat a pac kage



R eport


c omplete inspect ion task

Manuf ac tur ingPerf orm as sembly inspect ion according

inspect ion task and applicable quality

procedures

I tem I ns pection


Received Good Inspection

• Inspection o f the manufactured parts

C heck dimensions as

required wit hin the purc hase order

D imensional

inspect ion

Sc an all rereceived QA doc umentation / certif icates

and mak e t he accessib le to the QA

Sc an QA docs / c er tifidat es

Add scanned QA

doc umentation, cer tif icat es to t he QA data package

Add QA docs /

c er tific ates t o QA data pac kage

C heck f or any damages of pac king and received good

Perf orm visual inspect ion

C heck f or required

c er tificates and other QA related doc uments

Perf orm QA

related inspect ion


C heck dimensions as

required wit hin the purc hase order

D imensional

inspect ion

Sc an all rereceived QA doc umentation / certif icates

and mak e t he accessib le to the QA

Sc an QA docs / c er tifidat es

Add scanned QA

doc umentation, cer tif icat es to t he QA data package

Add QA docs /

c er tific ates t o QA data pac kage

C heck f or any damages of pac king and received good

Perf orm visual inspect ion

C heck f or required

c er tificates and other QA related doc uments

Perf orm QA

related inspect ion


Sales Order Creat ion / Project Structure Setup

• Create Sales Order and the Top L evel Project Structure according to the Type of Sold Pump Type or Project

Sys tem /

Project Engineer

Creation of the top level (1s t

level) of t he project struc ture according to the type of project

Top Lev el

Project s tructure

c reation

Tender ing EngineerCreation of the W BS, netw ork

and tasks ac cording to the requirements of the project

W BS /

N etw ork c reation

Sys temCreation of the Equipment Mas ter (automatic ally by SAP Genesis )

Equipment Master C reation

Project EngineerAdd all relevant end it ems (pump t ype) and s pare par ts to

the sales order

Add re levant end items

Project EngineerCreate Sales Order Sales Order

C reation


Sys tem /

Project Engineer

Creation of the top level (1s t

level) of t he project struc ture according to the type of project

Top Lev el

Project s tructure

c reation

Tender ing EngineerCreation of the W BS, netw ork

and tasks ac cording to the requirements of the project

W BS /

N etw ork c reation

Sys temCreation of the Equipment Mas ter (automatic ally by SAP Genesis )

Equipment Master C reation

Project EngineerAdd all relevant end it ems (pump t ype) and s pare par ts to

the sales order

Add re levant end items

Project EngineerCreate Sales Order Sales Order

C reation


Set Up Project Documentation St ructure

• Set Up Customer Do cumenta tion Structure

Project EngineerLink Customer Document ation

to the sales order

Set up link to

s ales order

Set up C us tomer

Documentat ion Struc ture according Project Ty pe and

Customer requirements

Setup

c ust omer doc umentati

on

Add line item entr ies for order

related c ust omer documentation

Add Line

it ems to OtrderBOM


Project EngineerLink Customer Document ation

to the sales order

Set up link to

s ales order

Set up C us tomer

Documentat ion Struc ture according Project Ty pe and

Customer requirements

Setup

c ust omer doc umentati

on

Add line item entr ies for order

related c ust omer documentation

Add Line

it ems to OtrderBOM


Pattern Design

• Spe cif ication Pattern De si gn and provi si on of the raw cast

drawings

Creation of pattern mas ter (materia l mas ter) , patt ern set s

(pattern p iece mas ter, materia l BOM) and patt ern hist ory

record (mater ia l)

Pattern dat a preparation

Purchas e pattern ac cording casting requirements and given

casting model / drawing

Purc hase pat tern

Incorporat ion of changes

sugges ted by t he pattern vendor

U pdate

c ast ing

Creation of the cast ing model /

casting draw ing to fit the requirements

C reate

c ast ing model

Defin ition of t he requirements regarding the casting (c ast

met hod, to lerances , bas ic mat er ial etc .)

C ast ing requirement

def inition


Creation of pattern mas ter (materia l mas ter) , patt ern set s

(pattern p iece mas ter, materia l BOM) and patt ern hist ory

record (mater ia l)

Pattern dat a preparation

Purchas e pattern ac cording casting requirements and given

casting model / drawing

Purc hase pat tern

Incorporat ion of changes

sugges ted by t he pattern vendor

U pdate

c ast ing

Creation of the cast ing model /

casting draw ing to fit the requirements

C reate

c ast ing model

Defin ition of t he requirements regarding the casting (c ast

met hod, to lerances , bas ic mat er ial etc .)

C ast ing requirement

def inition


Demand / Capacity Planning, Project Scheduling

• Perform Demand (Materials) and Capacity (Human

Ressources) and adjust project schedul ing a ccording

ava ilable resou rces and boundaries given by the con tract

Mas ter Sc heduler /

Sys tem

Review res ulting project

sc hedule

R eview

Sc hedule


Sys tem

Calculate demands according

the Order BOM or W BS st ructure

MRP Run

Mas ter Sc heduler / Sys tem

adjust p lanning in order to meet c ontract ed sc hedule

Opt imize / U pdate

Sc hedule


Sys tem

Export W BS / Network / Task

wit h ass igned pers ons and efforts

Ex port to /

I mport f rom AutoTime

Mas ter Sc hedulerAss ign persons and estimated

effort to the t ask s g iven in the netw ork

As signment

of persons and

estimated effort

Mas ter Sc hedulerEvaluate capacities f or each affected work c enter

C apacit y evaluation



Sys tem

Review res ulting project

sc hedule

R eview

Sc hedule


Sys tem

Calculate demands according

the Order BOM or W BS st ructure

MRP Run

Mas ter Sc heduler / Sys tem

adjust p lanning in order to meet c ontract ed sc hedule

Opt imize / U pdate

Sc hedule


Sys tem

Export W BS / Network / Task

wit h ass igned pers ons and efforts

Ex port to /

I mport f rom AutoTime

Mas ter Sc hedulerAss ign persons and estimated

effort to the t ask s g iven in the netw ork

As signment

of persons and

estimated effort

Mas ter Sc hedulerEvaluate capacities f or each affected work c enter

C apacit y evaluation


Project Cost Estimation

• Perform Project Cost Esti mation

(a ctual, plann ed, forecasted)

Project EngineerPerforming cos t estimation

task leading to the according cost report s: actual costs,

p lanned c os ts, fore cas tedcosts

Perf orming

C ost Es timat ion

Project EngineerType in STARS tot al cos t and

tota l pr ice

Type in

STARS Total C ost , Total

Pr ice

Mas ter Sc hedulerImport U SCS cost data I mport USCS


Project EngineerPerforming cos t estimation

task leading to the according cost report s: actual costs,

p lanned c os ts, fore cas tedcosts

Perf orming

C ost Es timat ion

Project EngineerType in STARS tot al cos t and

tota l pr ice

Type in

STARS Total C ost , Total

Pr ice

Mas ter Sc hedulerImport U SCS cost data I mport USCS


Pattern Selection

• Sel ect Pattern se t to su it requirements of hydrauli c design

Add pat tern set to order BOMAdd pattern

s et to order BOM

Select patt ern s et to suit hydraulic design

Selec t Pattern Set


Add pat tern set to order BOMAdd pattern

s et to order BOM

Select patt ern s et to suit hydraulic design

Selec t Pattern Set


Pattern Planning

• Se lect Patte rn set to suit requirements of hydraulic design

Pat tern EngineerEx change of patt ern piec e parts in the order BOM

according t o t he availability and s tat us

Ex change Pattern

piec es

Pat tern EngineerC heck availability and status of pat tern sets and related pattern piec e parts

c heck availability / as is st ate of

pat tern


Pat tern EngineerEx change of patt ern piec e parts in the order BOM

according t o t he availability and s tat us

Ex change Pattern

piec es

Pat tern EngineerC heck availability and status of pat tern sets and related pattern piec e parts

c heck availability / as is st ate of

pat tern


Inventory Management

• Creation of purchase order, goo d recepti on and stocking

Tr igger rec eived goods inspect ion, QA c ontrol)

Tr igger rec eiv ed

goods inspec tion

R eceipt goods and book ing to the ins pection stock

Goods rec eipt

Book goods to project stock or

f ree s tock acc ording type of purchas e order

Book to

project s toc k / free st ock

C reate Purc hase order according t o t he prerequisition

(planned order)

C reat e Purc hase

Order


Tr igger rec eived goods inspect ion, QA c ontrol)

Tr igger rec eiv ed

goods inspec tion

R eceipt goods and book ing to the ins pection stock

Goods rec eipt

Book goods to project stock or

f ree s tock acc ording type of purchas e order

Book to

project s toc k / free st ock

C reate Purc hase order according t o t he prerequisition

(planned order)

C reat e Purc hase

Order


Production Order Creation

• Creation of pl anned orders an d release of planned orders to

production order

Mast er SchedulerR elease of t he planned order to a work order, d ist ribution of

the work order with all related doc uments to the work centers

R eleas e Planned

Order t o Production

Order

Mast er SchedulerC reation of the planned orders

according t o t he optimiz ed c apacit y planning

C reat ion of

Planned Orders


Mast er SchedulerR elease of t he planned order to a work order, d ist ribution of

the work order with all related doc uments to the work centers

R eleas e Planned

Order t o Production

Order

Mast er SchedulerC reation of the planned orders

according t o t he optimiz ed c apacit y planning

C reat ion of

Planned Orders


Fabrication Engineering


Product ion EngineerC reate N C programmes f or the manufacturing on CN C machines

N C Program-ming

Product ion EngineerD efine and document design

f or required jig and tools

J ig & Tool

des ign


f or required int ermediat e product ion steps

I ntermediate

s tep des ign


Product ion EngineerC reate N C programmes f or the manufacturing on CN C machines

N C Program-ming


f or required jig and tools

J ig & Tool

des ign


f or required int ermediat e product ion steps

I ntermediate

s tep des ign


Create Routing


Product ion EngineerAdd inspection tas ks and inspect ion characteris tics

according t o t he applicable quality plan (st andard or order

related)

Add inspec tion

t ask s / inspec tion

c haracteris -t ics

Product ion EngineerAdd lead times , c hange copied lead times

add lead t imes

Product ion EngineerC reate routing from sc ratch or by c opy of exis ting routing

C reat e of routing


Product ion EngineerAdd inspection tas ks and inspect ion characteris tics

according t o t he applicable quality plan (st andard or order

related)

Add inspec tion

t ask s / inspec tion

c haracteris -t ics

Product ion EngineerAdd lead times , c hange copied lead times

add lead t imes

Product ion EngineerC reate routing from sc ratch or by c opy of exis ting routing

C reat e of routing


Optimization of Capacity Planning

• Evalua tion of running and planned work, optimization o f workl oad and planned order creation

Mast er SchedulerOpt imizat ion of work load for workcent ers, update of the

planned work ac cordingly

C apac ity opt imizat ion

Mast er SchedulerEv aluation of running and planned work (c ombined in

c ommon hierarchy)

Ev aluat ion of running and

planned work (combined in

c ommon hierarchy)


Mast er SchedulerOpt imizat ion of work load for workcent ers, update of the

planned work ac cordingly

C apac ity opt imizat ion

Mast er SchedulerEv aluation of running and planned work (c ombined in

c ommon hierarchy)

Ev aluat ion of running and

planned work (combined in

c ommon hierarchy)


Global Engineering Task

SPLM | slide 16

Feasibili ty Study

• Evaluation of product and process requirements

• Evaluation of hydraulic and mechanical design to meet identified customer r equirements

• Result: Go or NoGo for the product development or f ort he Tendering

OSF, L e ga l Enti t ie s, Pl an ts , PUM T (F in al

d ec is io n a bo ut p rod uc ti o n stra te gy )

So urci n g Stra teg y, lo ca tio n o f m an ufac turi ng , m ak e or b uy

Pro du ctio n Strate gy

Co st es tima tio nCSS Pro j ec t Ma na g er

Co st Estim ati onTec hn i cal Stud y

Se gme n t Ma na g er, CSS Proj e ct Man a ge r,

Re gion a l Sales Man a ge r

Ma rke t Stu dyCo mme rci al Stud y

Ad van ce Eng in ee r,Prod u ct Deve lop me nt

Ma n ag er, CSS En gine eri ng

Co nc ep t De ve lo pm en t a n d Eva lua tio n

Tec hn i cal Stud y

Eva lua tio n of n ee de d re sou rce s a nd

c omp a riso n wi th a va il ab le re so urc es

Description

Prod u ct Deve lop me nt,

L og is tic s (Ope rati on s), CSS, En gin ee rin g, Ma rke tin g

Roles & Functions

Re so urc e

Eva lua tio n

S ub Task

OSF, L e ga l Enti t ie s, Pl an ts , PUM T (F in al

d ec is io n a bo ut p rod uc ti o n stra te gy )

So urci n g Stra teg y, lo ca tio n o f m an ufac turi ng , m ak e or b uy

Pro du ctio n Strate gy

Co st es tima tio nCSS Pro j ec t Ma na g er

Co st Estim ati onTec hn i cal Stud y

Se gme n t Ma na g er, CSS Proj e ct Man a ge r,

Re gion a l Sales Man a ge r

Ma rke t Stu dyCo mme rci al Stud y

Ad van ce Eng in ee r,Prod u ct Deve lop me nt

Ma n ag er, CSS En gine eri ng

Co nc ep t De ve lo pm en t a n d Eva lua tio n

Tec hn i cal Stud y

Eva lua tio n of n ee de d re sou rce s a nd

c omp a riso n wi th a va il ab le re so urc es

Description

Prod u ct Deve lop me nt,

L og is tic s (Ope rati on s), CSS, En gin ee rin g, Ma rke tin g

Roles & Functions

Re so urc e

Eva lua tio n

S ub Task

Basic Design Hydraul ic

• Defines and validates the hydraulic concept and design

Hy draul ic

Dev elopm ent

Engineer

Proof of the hydraul ic geom etry

by c alc ulation and/or phys ic al

tests

Val idation

Hy draul ic

Dev elopm ent Engineer

Creation of Rev iew RecordFinal

Des ign Rev iew

Hy draul ic

Dev elopm ent

Engineer

Defini tion of hydraulic

arrangement/c onc ept

Concept

Hy draul ic Dev elopm ent

Engineer

Defini tion of hydraulic geom etry to sui t the arrangement/conc ept

Des ign

Follow up on tes ts and operations ex perienc e

D es c ription


Engineer

R oles & Func tions


S ub Tas k

Hy draul ic

Dev elopm ent

Engineer

Proof of the hydraul ic geom etry

by c alc ulation and/or phys ic al

tests

Val idation

Hy draul ic

Dev elopm ent Engineer

Creation of Rev iew RecordFinal

Des ign Rev iew

Hy draul ic

Dev elopm ent

Engineer

Defini tion of hydraulic

arrangement/c onc ept

Concept


Engineer

Defini tion of hydraulic geom etry to sui t the arrangement/conc ept

Des ign

Follow up on tes ts and operations ex perienc e

D es c ription


Engineer

R oles & Func tions


S ub Tas k

Basic Design Baresha ft Pump

• Defines and validates the mechanical concept and design

• Cr eatio n of detail drawings• Cr eatio n of BOM

Me ch an i ca l De ve lo pm en t En gine er

Crea tio n o f c om po ne nts d eta il s for p urch as in g a nd ma nu fa ctu rin g

De t. d rawing s/ m od el s

Me ch an i ca l

De ve lo pm en t En gine er

Co nfirm ati on o f man ufa ctu ra b il ity

o f the co nc ep t

Ma n ufac turi ng

c on ce pts


Proo f o f th e me ch an i cal de si gn by p hys ic al tests

Va li da tio n

Me ch an i ca l


Fol lo w up on te sts a nd o p era ti o ns

e xpe ri en ce

Fol l ow u p

Me ch an i ca l


De fi ni t io n o f d es ig n d eta il s a nd

ma teri al s o f co n struc ti on

De tai l De si gn

Me ch an i ca l


De fi ni t io n o f d es ig n l imi ts a n d

p ro o f o f the me ch an ic al ge ome try b y ca lc ul ati on

Ve rif i ca ti on


Crea tio n o f Re view Re co rdDe sign Re view


De fi ni t io n o f m ec ha ni ca l a rra ng e men t / co nc ep t

Co nc ep t


De fi ni t io n o f m ec ha ni ca l g eo me try to su i t the arra ng em en t / co nc ep t

De sign

Descr ipt ion Roles & FunctionsS ub Task


Crea tio n o f c om po ne nts d eta il s for p urch as in g a nd ma nu fa ctu rin g

De t. d rawing s/ m od el s

Me ch an i ca l


Co nfirm ati on o f man ufa ctu ra b il ity

o f the co nc ep t

Ma n ufac turi ng

c on ce pts


Proo f o f th e me ch an i cal de si gn by p hys ic al tests

Va li da tio n

Me ch an i ca l


Fol lo w up on te sts a nd o p era ti o ns

e xpe ri en ce

Fol l ow u p

Me ch an i ca l


De fi ni t io n o f d es ig n d eta il s a nd

ma teri al s o f co n struc ti on

De tai l De si gn

Me ch an i ca l


De fi ni t io n o f d es ig n l imi ts a n d

p ro o f o f the me ch an ic al ge ome try b y ca lc ul ati on

Ve rif i ca ti on


Crea tio n o f Re view Re co rdDe sign Re view


De fi ni t io n o f m ec ha ni ca l a rra ng e men t / co nc ep t

Co nc ep t



De sign


Basic Design Packaging

• Defines and validates the package design concept and

standa rds• Cr eatio n of detail drawing, instru mentation and piping plans

• Cr eatio n of BOM

Pa cka gin g Dev elo pme nt

En gine er

Crea tio n o f c om po ne nts d eta il s for

p urch as in g a nd ma nu fa ctu rin g

De t. Dra win gs

/mo de l s

Pa cka gin g Dev elo pme nt En gine er

Co nfirm ati on o f man ufa ctu ra b il ity o f the co nc ep t

Ma n ufac turi ng c on ce pts


En gine er

Proo f o f th e me ch an i cal de si gn by

p hys ic al tests

Va li da tio n


Fol lo w up on te sts a nd o p era ti o ns e xpe ri en ce

Fol l ow u p


En gine er

Crea tio n o f re vi ew re co rd sDe sign

Re view


De fi ni t io n o f p ac ka ge de si gn limi ts a nd p roo f b y c al cu la tio n

Ve rif i ca ti on


De fi ni t io n o f p ac ka ge de si gn de -tai l s an d ma teri al s o f c on struc ti o n

De tai l De si gn


En gine er

De fi ni t io n o f p ac ka ge

a rra ng e men t/c on ce pt

Co nc ep t


En gine er

De fi ni t io n o f p ac ka ge de si gn

a cco rdi ng to the c on ce pt

De sign



En gine er

Crea tio n o f c om po ne nts d eta il s for

p urch as in g a nd ma nu fa ctu rin g

De t. Dra win gs

/mo de l s


Co nfirm ati on o f man ufa ctu ra b il ity o f the co nc ep t

Ma n ufac turi ng c on ce pts


En gine er

Proo f o f th e me ch an i cal de si gn by

p hys ic al tests

Va li da tio n


Fol lo w up on te sts a nd o p era ti o ns e xpe ri en ce

Fol l ow u p


En gine er

Crea tio n o f re vi ew re co rd sDe sign

Re view


De fi ni t io n o f p ac ka ge de si gn limi ts a nd p roo f b y c al cu la tio n

Ve rif i ca ti on


De fi ni t io n o f p ac ka ge de si gn de -tai l s an d ma teri al s o f c on struc ti o n

De tai l De si gn


En gine er

De fi ni t io n o f p ac ka ge

a rra ng e men t/c on ce pt

Co nc ep t


En gine er

De fi ni t io n o f p ac ka ge de si gn

a cco rdi ng to the c on ce pt

De sign


Product Data Preparat ion B areshaf t Pump

• Cr eatin g/Maintain ing P roduct Data E lemen ts a nd

configur atio n inf ormation as required to suppor t the sales,m anufacturing and CSS processes

Prod u ct Data En gine erCrea tin g/M ainta in in g Pro du ct Da ta

Ele me nts a nd co nfi gu rati on i nform ati on a s re qu ire d to s up po rt the man u fa ctu ri n g an d CSS

p ro ce ss es (i nc lu d in g co sts )

Pro du ctio n

d ata

Prod u ct Data En gine er, Ma rke tin g / Sales , Op era tio ns

Val i da ti n g Prod uc t Da ta Ele me nts a nd c on fig ura tio n i nfo rm ati on a s req u ire d to su pp o rt the sa le s,

ma nu fac tu rin g a nd CSS p ro ce ss es (i nc lu d in g co sts )

Re view, Va li da tio n a nd Re le as e o f

d ata

Hy dra ul ic Deve lop me nt

En gine er

Crea tio n/M ainta in in g / Relea se

Sele ctio n Ca ta l og ue (o n th e Bas ic p erform an ce Cu rve )

Se le cti on

Ca tal og ue

Prod u ct Data En gine er,

Ma rke tin g / Sales , Op era tio ns

Ma in tai ni n g Prod uc t Da ta

Ele me nts a nd co nfi gu rati on i nfo r-ma tio n a s req ui red to su pp ort the sa l es, ma nu fac tu rin g a nd CSS


Fol l ow-u p

Prod u ct Data En gine erCrea tin g/M ainta in in g Pro du ct Da ta Ele me nts a nd co nfi gu rati on i nfo r-ma tio n a s req ui red to su pp ort the

sa l es p roc es ses (in cl ud in g p ric in g)

Sa le s d ata


Prod u ct Data En gine erCrea tin g/M ainta in in g Pro du ct Da ta

Ele me nts a nd co nfi gu rati on i nform ati on a s re qu ire d to s up po rt the man u fa ctu ri n g an d CSS


Pro du ctio n

d ata

Prod u ct Data En gine er, Ma rke tin g / Sales , Op era tio ns

Val i da ti n g Prod uc t Da ta Ele me nts a nd c on fig ura tio n i nfo rm ati on a s req u ire d to su pp o rt the sa le s,

ma nu fac tu rin g a nd CSS p ro ce ss es (i nc lu d in g co sts )

Re view, Va li da tio n a nd Re le as e o f

d ata

Hy dra ul ic Deve lop me nt

En gine er

Crea tio n/M ainta in in g / Relea se

Sele ctio n Ca ta l og ue (o n th e Bas ic p erform an ce Cu rve )

Se le cti on

Ca tal og ue

Prod u ct Data En gine er,

Ma rke tin g / Sales , Op era tio ns

Ma in tai ni n g Prod uc t Da ta

Ele me nts a nd co nfi gu rati on i nfo r-ma tio n a s req ui red to su pp ort the sa l es, ma nu fac tu rin g a nd CSS


Fol l ow-u p

Prod u ct Data En gine erCrea tin g/M ainta in in g Pro du ct Da ta Ele me nts a nd co nfi gu rati on i nfo r-ma tio n a s req ui red to su pp ort the

sa l es p roc es ses (in cl ud in g p ric in g)

Sa le s d ata


Advance D esi gn Hydraulic (Pump Se lec tion)

• Customized hydraulic selection o f pumps for nonp re-defined applications

A dvance Hydraulic

E ngineer

Hyd raulic P ump Se lectionP ump S elect ion

A dvance

Hydraulic E ngineer

Definition of h ydr aulic

design and test requirem ents f or order

processing

Definitio n /

Comple-tion of

A EP S

A dvance Hydraulic

E ngineer


Design Review


A dvance Hydraulic

E ngineer

Hyd raulic P ump Se lectionP ump S elect ion

A dvance

Hydraulic E ngineer

Definition of h ydr aulic

design and test requirem ents f or order

processing

Definitio n /

Comple-tion of

A EP S

A dvance Hydraulic

E ngineer


Design Review


O rder Entry

• Cr eate and enter an OE D (Order E ntry Dossier) or a OES( Order E ntry Shee t) or a P roduct Specification

Projec t ManagerIf decis ions have an impact on

profi tabi l ity or del ivery

Follow-Up

Tendering EngineerReleas e pre- calc ulationPre-

c alc ulation

Projec t ManagerOpen is sues wi ll be c lari fied –and OED w il l be changed

acc or dingly

Feedback / Releas e

Projec t ManagerReview of the c ategory B&C type of orders and c ontrac ts

(Kick -off m eeting)

Rev iew

Tendering EngineerCreate and enter an OED (Order Entry Doss ier) or a O ES

(Order Entry Sheet) or a

Produc t Speci fication

Creation

D es cr ipt ion R oles & Func tionsS ub Tas k

Projec t ManagerIf decis ions have an impact on

profi tabi l ity or del ivery

Follow-Up

Tendering EngineerReleas e pre- calc ulationPre-

c alc ulation

Projec t ManagerOpen is sues wi ll be c lari fied –and OED w il l be changed

acc or dingly

Feedback / Releas e

Projec t ManagerReview of the c ategory B&C type of orders and c ontrac ts

(Kick -off m eeting)

Rev iew

Tendering EngineerCreate and enter an OED (Order Entry Doss ier) or a O ES

(Order Entry Sheet) or a

Produc t Speci fication

Creation


Order Design Hydraulic

• Defines and validates the h yd raulic design for B&C pr oducts

in accordance with ord er specific requirem ents


Follow-up on te sts and operations e xpe rience

F eedback / F ollo w- Up


Pro of of the hydr aulic geometr y b y ca lculation

and/or p hysical tests

Validation


Cr eation of Review Re co rd

Design Review


Def in ition o f hydraulic geometr y t o suit the

arran gement / concep t

Design

De scr ip tion Roles & FunctionsSub Ta sk


Follow-up on te sts and operations e xpe rience

F eedback / F ollo w- Up


Pro of of the hydr aulic geometr y b y ca lculation

and/or p hysical tests

Validation


Cr eation of Review Re co rd

Design Review


Def in ition o f hydraulic geometr y t o suit the

arran gement / concep t

Design


Order Deta il Design Hydraulic

• Cr eates and releases the hydraulic design details for B&Cp roducts in accor dance with ord er specific req uir ements

Hydraulic Design

Engineer

Check a nd release of

hydraulic desig n details

Release of

Hydraulic Design Details

Hydraulic Design

Engineer

Creation of Review

Record

Design

Review


Creation of hydraulic design details accor ding

to the or der specif ic hydraulic desig n

Hydraulic Design

Details

Descr ipt ion Roles & FunctionsSub Task

Hydraulic Design

Engineer

Check a nd release of

hydraulic desig n details

Release of

Hydraulic Design Details

Hydraulic Design

Engineer

Creation of Review

Record

Design

Review


Creation of hydraulic design details accor ding

to the or der specif ic hydraulic desig n

Hydraulic Design

Details


O rder Product Data Preparat ion

• Cr eates and releases the product data in accordance witho rder specific r equirements

P roduct Data

Te chnician

Releasing Order BOM

(Materials -> S AP ), Customer Documen-tation for produ ction and

shipme nt

Release of

data

P roduct Data

Te chnician

Cr eatio n of Review

Record

Final data

re view

P roduct Data Te chnician

Cr eatin g Order B OM (Materials -> S AP )

Creation of or der

re lated pr oduct

data

Description Roles & FunctionsS ub Task

P roduct Data

Te chnician

Releasing Order BOM

(Materials -> S AP ), Customer Documen-tation for produ ction and

shipme nt

Release of

data

P roduct Data

Te chnician

Cr eatio n of Review

Record

Final data

re view

P roduct Data Te chnician

Cr eatin g Order B OM (Materials -> S AP )

Creation of or der

re lated pr oduct

data

Description Roles & FunctionsS ub Task

Logis ti c Di spos ition

Description Ro les & FunctionsSub Task Description Ro les & FunctionsSub Task

Product ion in Serv ice Centre / Manufac turi ng Cent re

• Parts man ufacturing

Description Roles & FunctionsS ub Task Description Roles & FunctionsS ub Task

Pump and Package Assembling Pl anni ng

• Rev iew of order pum p as s em bly r equirem ents

P rojec t M anagerI dentif y an y ne ces s ary

t ools and h ardwa re

Identi fy any

nec es s ary

tools and

har dwar e

P rojec t M anagerP roduc ing order

s pec i fic proc edures

P roduc ing

or der

s pec i fic

pr ocedu res

P rojec t M anagerR ev iew pum p as s em bly

r equirem ents

R ev iew

pum p

as s em bly

re quir em ents

D es c ription R oles & Func tionsS ub Tas k

P rojec t M anagerI dentif y an y ne ces s ary

t ools and h ardwa re

Identi fy any

nec es s ary

tools and

har dwar e

P rojec t M anagerP roduc ing order

s pec i fic proc edures

P roduc ing

or der

s pec i fic

pr ocedu res

P rojec t M anagerR ev iew pum p as s em bly

r equirem ents

R ev iew

pum p

as s em bly

re quir em ents


Performance and tra in (s tring) test

• Test / Validat ion / Acceptance

Tes t EngineerFeedbac k to hy draul ic and mec hanic al engineering

Fol low-Up

Hy draulic EngineerUpdate the hy draul ic

databas e

Update the

hydraulic database

Projec t ManagerApproval of test (by

engineering and/or by cus tomer )

Approv al of tes t

Tes t EngineerCreating the c ustomer test report

Cr eating the c ustomer tes t

report

Tes t EngineerComplete uni t tes t (pump

with pac k age)

Complete unit

test

Tes t EngineerPer formanc e test (bares haft

pump)

Performance

test

Des c ription Ro les & Func tionsS ub Tas k

Tes t EngineerFeedbac k to hy draul ic and mec hanic al engineering

Fol low-Up

Hy draulic EngineerUpdate the hy draul ic

databas e

Update the

hydraulic database

Projec t ManagerApproval of test (by

engineering and/or by cus tomer )

Approv al of tes t

Tes t EngineerCreating the c ustomer test report

Cr eating the c ustomer tes t

report

Tes t EngineerComplete uni t tes t (pump

with pac k age)

Complete unit

test

Tes t EngineerPer formanc e test (bares haft

pump)

Performance

test

Des c ription Ro les & Func tionsS ub Tas k

Packi ng and Shipping

Description Ro les & FunctionsSub Task Description Ro les & FunctionsSub Task

I ns tal lat ion / Commi ssi oning

• Installa tion and start-up o f pump units

Field Ser vice

Engineer

Feedback to the

engineering, pr oduct development and

manufacturing

Fo llow-Up

Field Ser vice Engineer


Acce ptance

Field Ser vice

Engineer

Pre paration for

commissioning and start up (a lignmen t

check, filling of lube oil, venting)

P reparat ion

for co m-missioning

and star t up


Installa tion of the equipment (piping

connection, alig nment)

Installation of the

equipmen t

Description Ro les & FunctionsSub Task

Field Ser vice

Engineer

Feedback to the

engineering, pr oduct development and

manufacturing

Fo llow-Up



Acce ptance

Field Ser vice

Engineer

Pre paration for

commissioning and start up (a lignmen t

check, filling of lube oil, venting)

P reparat ion

for co m-missioning

and star t up


Installa tion of the equipment (piping

connection, alig nment)

Installation of the

equipmen t


Product Data Preparat ion Packaging

• Cr eating/Maintaining P roduct Data E lements andco nfiguration inform ation as required to support the sale s,

manufacturing a nd CSS processes

Pro du ct Da ta Eng in e erCre a ti n g/Ma in tain in g Pro du ct Data Ele men ts a nd c on fig u rati on i n fo r-

m ati on as re q ui red to su pp ort the s ale s pro ce ss es (i n clud in g p ric i ng )

Sa le s d ata

Pro du ct Da ta Eng in e erCre a ti n g/Ma in tain in g Pro du ct Data Ele men ts a nd c on fig u rati on i n fo r-m ati on as re q ui red to su pp ort the

m an ufa ctu rin g a nd CSS p ro ces se s (i nc lu din g co sts )

Pro du cti on d ata

Pro du ct Da ta Eng in e er, M ark eti ng / Sa le s,

O pe rati on s

Va l id ati ng Pro d uc t Da ta Ele me nts a n d co nfi gu ra ti o n in form ati on as

re q ui red to su pp ort the m an ufa ctu rin g a nd CSS p ro ces se s (i nc lu din g co sts )

Re vie w, Va li d ati on an d

Re lea se o f d ata

Pro du ct Da ta Eng in e er,

M ark eti ng / Sa le s, O pe rati on s

M ain ta ining Pro d uc t Da ta

Ele men ts a nd c on fig u rati on i n fo rma tio n a s req u ire d to s up po rt th e s ales , m an ufa ctu ri n g a nd CSS

p ro ces se s (i nc lu din g co sts )

Fo ll ow-Up


Pro du ct Da ta Eng in e erCre a ti n g/Ma in tain in g Pro du ct Data Ele men ts a nd c on fig u rati on i n fo r-

m ati on as re q ui red to su pp ort the s ale s pro ce ss es (i n clud in g p ric i ng )

Sa le s d ata

Pro du ct Da ta Eng in e erCre a ti n g/Ma in tain in g Pro du ct Data Ele men ts a nd c on fig u rati on i n fo r-m ati on as re q ui red to su pp ort the

m an ufa ctu rin g a nd CSS p ro ces se s (i nc lu din g co sts )

Pro du cti on d ata

Pro du ct Da ta Eng in e er, M ark eti ng / Sa le s,

O pe rati on s

Va l id ati ng Pro d uc t Da ta Ele me nts a n d co nfi gu ra ti o n in form ati on as

re q ui red to su pp ort the m an ufa ctu rin g a nd CSS p ro ces se s (i nc lu din g co sts )

Re vie w, Va li d ati on an d

Re lea se o f d ata

Pro du ct Da ta Eng in e er,

M ark eti ng / Sa le s, O pe rati on s

M ain ta ining Pro d uc t Da ta

Ele men ts a nd c on fig u rati on i n fo rma tio n a s req u ire d to s up po rt th e s ales , m an ufa ctu ri n g a nd CSS

p ro ces se s (i nc lu din g co sts )

Fo ll ow-Up


Sales Tool Preparat ion

• Se tup informat ion and documen tation about hydr aulic

se le ct ion criteria, technical configur ation and pricing for pu mp, buy-out and accessory

Glo ba l Kn owle dg e En gine e r Hy dra u li c.

L oc al Kno wled ge En gine e r Hy dra u li c

-Po pul at i ng Org ani za ti on d ata, -De fi ni ng Li qui d Prope rti es -Po pul at i ng Performa nce curve s, -Po pul at i ng Prod uct li ne data,-Prod uc t l in e op ti on s, -En gi nee rin g da ta , -Es ta bl ish in g pro duc t l in e co mpa ti bi li t y, -De fi ni ng Pu mp si ze a nd cu rve re la t io nsh ip s, -De fi ni ng Mixe d stag e co mpa ti bi li t y (Ve rt i cal pu mps),-Gene rat in g Pri ce bo ok cu rv es,-Po pul at i ng Co ef fi ci en t T abl es

-Pre pa rin g th e Se le cto r

Kn owl e dg e b a se (SKB)

L oc al Kno wl ed ge En gi ne e r M ec ha n ic al

-Bu il d pro duc t l in es, -prod uct si zes ,-categ ori es/su bca tego rie s fo r o pt io ns , -imp le men t al l rul es a nd re la ti on shi ps betwee n pro du ct , ca te go ri es a nd opt i on s-Bu il d pri ce cl as ses a nd ru le s fo r pric in g-De fi ne outp ut d oc ume nts con te nt (d atas he et , Ge nera l Arra ng eme nt )-Bu il d the o rd er co des for ord er ent ry syste ms

Pre pa ri ng th e Co n fi g ura to r

Kn owl e dg e b a se (CKB)


-Co ver l et te r-comme rci al d ocu men ts-add it i ona l p ro du ct b roch ures

Pre pa ri ng th e q u otat i on

p a cka g e d o cu men ts/ te

m pl a te s


Gl o ba l Kn owl e dg e En gi ne e r Hy dra u li c.

L oc al Kno wl ed ge En gi ne e r Hy dra u li c

-Po pul at i ng Org ani za ti on d ata, -De fi ni ng Li qui d Prope rti es -Po pul at i ng Performa nce curve s, -Po pul at i ng Prod uct li ne data,-Prod uc t l in e op ti on s, -En gi nee rin g da ta , -Es ta bl ish in g pro duc t l in e co mpa ti bi li t y, -De fi ni ng Pu mp si ze a nd cu rve re la t io nsh ip s, -De fi ni ng Mixe d stag e co mpa ti bi li t y (Ve rt i cal pu mps),-Gene rat in g Pri ce bo ok cu rv es,-Po pul at i ng Co ef fi ci en t T abl es

-Pre pa rin g th e Se le cto r

Kn owl e dg e b a se (SKB)


-Bu il d pro duc t l in es, -prod uct si zes ,-categ ori es/su bca tego rie s fo r o pt io ns , -imp le men t al l rul es a nd re la ti on shi ps betwee n pro du ct , ca te go ri es a nd opt i on s-Bu il d pri ce cl as ses a nd ru le s fo r pric in g-De fi ne outp ut d oc ume nts con te nt (d atas he et , Ge nera l Arra ng eme nt )-Bu il d the o rd er co des for ord er ent ry syste ms

Pre pa ri ng th e Co n fi g ura to r

Kn owl e dg e b a se (CKB)


-Co ver l et te r-comme rci al d ocu men ts-add it i ona l p ro du ct b roch ures

Pre pa ri ng th e q u otat i on

p a cka g e d o cu men ts/ te

m pl a te s


Request and Evaluat ion

• Evaluation of request concerning type of product (A ,B,C)

Sa le s Eng in ee r (Sa les Mg t)

Co nfig u ra tio n a nd te nd e rin g for A-Prod uc ts; te nd eri ng fo r B/C-

Prod uc ts

De cide fo r c on fi g ura ti o n

a nd te n de ri n g OR ten d eri ng

Sa le s Eng in ee rDe te rmine if en gine e re d o r co nfi gu red so lu tio n. If co n fi g ure d,

co nti nu e wi th STARS

Ch ec k COS in STARS

s elec ti o n

Sa le s Eng in e erAss ig n u ni qu e n um be r u si ng STARS/ROMEO

Cre ate Su lz erp roj ec t n um be r


Sa le s Eng in ee r (Sa les Mg t)

Co nfig u ra tio n a nd te nd e rin g for A-Prod uc ts; te nd eri ng fo r B/C-

Prod uc ts

De cide fo r c on fi g ura ti o n

a nd te n de ri n g OR ten d eri ng

Sa le s Eng in ee rDe te rmine if en gine e re d o r co nfi gu red so lu tio n. If co n fi g ure d,

co nti nu e wi th STARS

Ch ec k COS in STARS

s elec ti o n

Sa le s Eng in e erAss ig n u ni qu e n um be r u si ng STARS/ROMEO

Cre ate Su lz erp roj ec t n um be r


Configuration and Tendering

• Configur atio n and Cr eation of Tender for A Products

Se gme n t Ma na g erAgre e o n fin al pri ci ng for ten de rRe view Ten d er

Sa le s Eng in ee r an d Ten de r Eng in ee r

Ca lc ul ate s al es pri ce , ma rgi n a n cre ate te nd er d oc ume n ts

Pre pa re Ten d er

Ten de r Eng in ee rCo nfig u ra tio n o f p um p, bu y-o ut a nd a cc es so ri e s

Pre pa re Co nfi gu rati on


Se gme n t Ma na g erAgre e o n fin al pri ci ng for ten de rRe view Ten d er

Sa le s Eng in ee r an d Ten de r Eng in ee r

Ca lc ul ate s al es pri ce , ma rgi n a n cre ate te nd er d oc ume n ts

Pre pa re Ten d er

Ten de r Eng in ee rCo nfig u ra tio n o f p um p, bu y-o ut a nd a cc es so ri e s

Pre pa re Co nfi gu rati on


Tendering

• Cr eate / Compile and subm it a customer proposal

Ten de r Eng in ee rCrea tes th e TOA (Te nd er Ord er Ass es sme nt) de pe nd ing on th e va l ue o f th e o rde r

TOA

Ten de r Eng in ee rCo mple te cu stom er da ta sh ee tCu stom er d ata s he et

Ten de r Eng in ee rCo mpi l e cu sto mer d oc ume n ta tio nCu stom er d o-c ume n ta tio ns

Ten de r Eng in ee rIde nti fy so urce of su pp l y an d d e-fin e th e de l iv ery/p ric in g s tru cture

Pri ci ng an d De li ve ry

Ten de r Eng in ee rOb ta i n qu o te s, pri ci ng , s co pe , d e-l iv ery, d ocu me nt.from s ub v en do rs

Fac tore d i te m q uo tes

Ten de r Eng in ee rSele ct th e fea ture s an d o pti on sMe ch a ni ca l s el ec ti o ns

Ten de r Eng in ee rSele ct p u mp typ e a nd p erform an ce

Hy dra ul ic s el ec ti o ns


Pu mp s el ec ti o ns

Ten de r Eng in ee r (Op era tio ns )

Ob ta i n co st es tima te from o pe ratio n s an d p urch a si ng

Co st e stimati on

Ten de r Eng in ee rFol lo w-up of qu ota tio ns wh en n ece ss ary

Fol l ow-Up


Ten de r Eng in ee rCrea tes th e TOA (Te nd er Ord er Ass es sme nt) de pe nd ing on th e va l ue o f th e o rde r

TOA

Ten de r Eng in ee rCo mple te cu stom er da ta sh ee tCu stom er d ata s he et

Ten de r Eng in ee rCo mpi l e cu sto mer d oc ume n ta tio nCu stom er d o-c ume n ta tio ns

Ten de r Eng in ee rIde nti fy so urce of su pp l y an d d e-fin e th e de l iv ery/p ric in g s tru cture

Pri ci ng an d De li ve ry

Ten de r Eng in ee rOb ta i n qu o te s, pri ci ng , s co pe , d e-l iv ery, d ocu me nt.from s ub v en do rs

Fac tore d i te m q uo tes

Ten de r Eng in ee rSele ct th e fea ture s an d o pti on sMe ch a ni ca l s el ec ti o ns


Hy dra ul ic s el ec ti o ns


Pu mp s el ec ti o ns

Ten de r Eng in ee r (Op era tio ns )

Ob ta i n co st es tima te from o pe ratio n s an d p urch a si ng

Co st e stimati on

Ten de r Eng in ee rFol lo w-up of qu ota tio ns wh en n ece ss ary

Fol l ow-Up


Advance Des ign Bareshaft Pump (Concept )

• Custom ized m ech anical design concept of p umps for non

p re-defined app lications


Engineer

Confi rmation of

manufac turabi li ty of the concept

Manufacturing

c onc epts


Engineer

Creation of Review RecordDes ign

Rev iew


Engineer

Defini tion of design l im i ts and

proof of the mechanic al geometry by calculation

Veri fic ation


Defini tion of mec hanical arrangement / c onc ept /

metallurgy

Concept

Operations (Cost

es timation)

Cos t

es timation


Engineer

Follow-up i teration when

nec ess ar y

Fol low-Up

D es cr ip tion Ro les & Func tionsS ub Tas k


Engineer

Confi rmation of

manufac turabi li ty of the concept

Manufacturing

c onc epts


Engineer


Rev iew


Engineer

Defini tion of design l im i ts and

proof of the mechanic al geometry by calculation

Veri fic ation


Defini tion of mec hanical arrangement / c onc ept /

metallurgy

Concept

Operations (Cost

es timation)

Cos t

es timation


Engineer

Follow-up i teration when

nec ess ar y

Fol low-Up

D es cr ip tion Ro les & Func tionsS ub Tas k

O rder Design Packaging

• Defines and v al idates the pac k age des ign for B &C produc ts

in ac c ordan ce w i th order s peci fic requirem ents

Pack aging D es ign

Engineer

Defini tion of pac kage design

l im i ts and proof by calculation

and pas t ex perienc e

Veri fic ation

Pack aging D es ign

Engineer

Creation of com ponents detai ls

for purchasing and

m anufac turing

Detail

m odels /

drawings

Pack aging D es ign Engineer

Releas e long lead i tems for purc has ing

Pre requis ition of

factored

goods

Pack aging D es ign

Engineer

Follow-up on tests and

operations experience

Follow-Up


Proof of the mechanic al geom etry by phy sical tes ts

Val idation

Pack aging D es ign

Engineer


Rev iew


Defini tion of pac kage design acc or ding to the order speci fic

requirements

Des ign


Pack aging D es ign

Engineer

Defini tion of pac kage design

l im i ts and proof by calculation

and pas t ex perienc e

Veri fic ation

Pack aging D es ign

Engineer

Creation of com ponents detai ls

for purchasing and

m anufac turing

Detail

m odels /

drawings


Releas e long lead i tems for purc has ing

Pre requis ition of

factored

goods

Pack aging D es ign

Engineer

Follow-up on tests and

operations experience

Follow-Up


Proof of the mechanic al geom etry by phy sical tes ts

Val idation

Pack aging D es ign

Engineer


Rev iew


Defini tion of pac kage design acc or ding to the order speci fic

requirements

Des ign


O rder De ta il Design Baresha ft Pump

• Cr eates and releas es the mec hanic al design de tails for B &C

p roduc ts in acc or danc e wi th ord er s pec ific req uir ements

Mec hanic al

D es ign Dr aftsm an

Chec k and r elea se of

mec hanical des ign

detai ls

R eleas e of

Mec hanic al

D es ign

D etai ls

R es pons ibil i ty :

Mec hanic al

D es ign Engineer

E xe cution:

Mec hanic al


Cr eatio n of order r ela ted

c ustom er doc umentation

(draw ings ) related to

bares haft pump

C us tomer

D oc umen-

tation

Mec hanic al

D es ign Engineer

(C hec k er)

Cr eatio n of Rev iew

Rec ord

D es ign

R ev iew


Mec hanic al

D es ign Engineer

E xe cution:

Mec hanic al


Cr eatio n of mec hanica l

des ign detai ls ac c ording

to the order spe ci fic

mec hanical des ign

D etai l

D es ign

Des c ription R oles & Func tionsS ub Tas k

Mec hanic al



mec hanical des ign

detai ls

R eleas e of

Mec hanic al

D es ign

D etai ls


Mec hanic al

D es ign Engineer

E xe cution:

Mec hanic al



c ustom er doc umentation


bares haft pump

C us tomer

D oc umen-

tation

Mec hanic al

D es ign Engineer

(C hec k er)


Rec ord

D es ign

R ev iew


Mec hanic al

D es ign Engineer

E xe cution:

Mec hanic al


Cr eatio n of mec hanica l



mec hanical des ign

D etai l

D es ign


O rder De ta il Design Package

• Cr eates and releas es the pac k age des ign detai ls fo r B& C

p roduc ts in acc or danc e wi th ord er s pec ific req uir em ents

P ac kage Des ign

E ngineer


pac ka ge des ign d etails

R eleas e of

P ac ka ge

D es ign

D etai ls


P ac kage Des ign

E ngineer

E xe cution:

P ac kage Des ign

D rafts m an


c ustom er doc um entation


pac ka ge des ign

C us tom er

D oc um en-

tation

P ac kage Des ign

E ngineer


Rec ord

Final

D es ign

R ev iew


P ac kage Des ign

E ngineer

E xe cution:

P ac kage Des ign

D rafts m an

Cr eatio n of pac k age



pac ka ge des ign

D etai l

D es ign


P ac kage Des ign

E ngineer


pac ka ge des ign d etails

R eleas e of

P ac ka ge

D es ign

D etai ls


P ac kage Des ign

E ngineer

E xe cution:

P ac kage Des ign

D rafts m an


c ustom er doc um entation


pac ka ge des ign

C us tom er

D oc um en-

tation

P ac kage Des ign

E ngineer


Rec ord

Final

D es ign

R ev iew


P ac kage Des ign

E ngineer

E xe cution:

P ac kage Des ign

D rafts m an

Cr eatio n of pac k age



pac ka ge des ign

D etai l

D es ign


O rder Performance Test Planning

• Cr eates perform anc e tes t pr oc edures and lay outs for

o rder s pec i fic r equirem ents

Te st E ngineerI dentif ic ation of

h ardwa re requirem ents ,

c r eatio n of des ign

d etails for needed

h ardwa re

Identi fic ation

of har dwar e

re quir em ents

Te st E ngineerC reat ion of tes t lay outsC reation of

tes t lay outs

Te st E ngineerC reat ion of tes t

p roc edures

C reation of

tes t

pr ocedu res


Te st E ngineerI dentif ic ation of

h ardwa re requirem ents ,

c r eatio n of des ign

d etails for needed

h ardwa re

Identi fic ation

of har dwar e

re quir em ents

Te st E ngineerC reat ion of tes t lay outsC reation of

tes t lay outs

Te st E ngineerC reat ion of tes t

p roc edures

C reation of

tes t

pr ocedu res

D es c ription R oles & Func tionsS ub Tas kAdvance Design Packaging

• Cu st omize d packaging design concept of pum ps for non

pre-def ined applicat ion s

A dv anc e P roc urement

S pec ial is t

Commerc ial and tec hnic al

c onfi rmation by the s uppl ier,

that s pec ific ation c an be met

Veri fic ation


S pec ial is t

Es timation of c os ts and lead

times

C os t and

deliv er y es timation


S pec ial is t

Defini tion of ac ceptable s up

s uppl iers

Sourcing

c onc ept


S pec ial is t

Defini tion of major auxi l iary

equipment (driv es , gearbox es etc.)

C onc ept


S pec ial is t

Creation of R ev iew R ec ordD es ign

R ev iew

A dv anc e P roc urement S pec ial is t

Follow-up iteration when necess ary

Fol low up



S pec ial is t

Commerc ial and tec hnic al

c onfi rmation by the s uppl ier,

that s pec ific ation c an be met

Veri fic ation


S pec ial is t

Es timation of c os ts and lead

times

C os t and

deliv er y es timation


S pec ial is t

Defini tion of ac ceptable s up

s uppl iers

Sourcing

c onc ept


S pec ial is t

Defini tion of major auxi l iary

equipment (driv es , gearbox es etc.)

C onc ept


S pec ial is t

Creation of R ev iew R ec ordD es ign

R ev iew

A dv anc e P roc urement S pec ial is t

Follow-up iteration when necess ary

Fol low up


Fabricat ion Engineeri nng

• Pa rts manufactu ring

Description Roles & FunctionsSub Ta sk Description Roles & FunctionsSub Ta sk

O rder Design Baresha ft Pump

• Defines and validates the mechanical desig n for B& Cp roducts in accor dance with ord er specific req uir ements

Me ch an i ca l De sign En gine er

Proo f o f th e me ch an i cal ge o metry b y ca lc ul ati on an d pa st e xpe rie n ce

Ve rif i ca ti on


Proo f o f th e me ch an i cal ge o metry b y ca lc ul ati on , p as t e xp eri en ce

a nd /o r ph ysi ca l te sts

Va li da tio n


Re le as e l on g l ea d i te ms fo r p ura chs in g

Pre re qu is it i on o f l on g l ea d

i tems

Me ch an i ca l De sign

En gine er

Fol lo w-up on te sts a nd op era ti o ns

e xpe ri en ce

Fee d ba ck /

Fol l ow-Up


Crea tio n o f Re view Re co rdDe sign revi e w


Crea tio n o f d eta il s o f ra w m ate ria l for p urch as in g a nd ma nu fa ctu rin g

De tai l mo de l s / dra win gs



De sign



Proo f o f th e me ch an i cal ge o metry b y ca lc ul ati on an d pa st e xpe rie n ce

Ve rif i ca ti on


Proo f o f th e me ch an i cal ge o metry b y ca lc ul ati on , p as t e xp eri en ce

a nd /o r ph ysi ca l te sts

Va li da tio n


Re le as e l on g l ea d i te ms fo r p ura chs in g

Pre re qu is it i on o f l on g l ea d

i tems

Me ch an i ca l De sign

En gine er

Fol lo w-up on te sts a nd op era ti o ns

e xpe ri en ce

Fee d ba ck /

Fol l ow-Up


Crea tio n o f Re view Re co rdDe sign revi e w


Crea tio n o f d eta il s o f ra w m ate ria l for p urch as in g a nd ma nu fa ctu rin g

De tai l mo de l s / dra win gs



De sign


Serv ice Agreement Management

• Managing the Service agreement, m onito ring the performance o f the specified ser vices / KPI, a ssessment

of the monitoring r esu lts

contract manage rcomp iling and assessment of t he r esult s

compiling and assessment of the results

contract manage rDefine and initiate

ne eded action

Needed

action

field engineercollection of the KPI m easurement

KPI measur ement

contract manage rpr ovisioning of th e KP I

to the field

KPI

pr ovisioning

contract manage rpe rformance / financial r isk assessment

risk assessment


contract manage rcomp iling and assessment of t he r esult s

compiling and assessment of the results

contract manage rDefine and initiate

ne eded action

Needed

action

field engineercollection of the KPI m easurement

KPI measur ement

contract manage rpr ovisioning of th e KP I

to the field

KPI

pr ovisioning

contract manage rpe rformance / financial r isk assessment

risk assessment


Fiel d Ac tiv iti es

• Service and repair of pump u nit

ServiceManager

Creating Report and feed back to sales, customer , engineering and

management

Feed Back to S ales and Customer

Field Engineer

Identify needs for Inspection, Spar e Parts,

Repairs, Retr ofits, …

Identify furthe r needs

Service

Manager

update activitie s according

feed back and update repor t

Follow up

Field Engineer

P erforming the task (Inspection, Monitoring,

….)

P erforming A ctivity

Service

Manager

organisation of man power,

information assts, tools, logistic for performing the order ed task

mobilisa tion

Descr iption Roles & Functions

S ub Task

ServiceManager

Creating Report and feed back to sales, customer , engineering and

management

Feed Back to S ales and Customer

Field Engineer

Identify needs for Inspection, Spar e Parts,

Repairs, Retr ofits, …

Identify furthe r needs

Service

Manager

update activitie s according

feed back and update repor t

Follow up

Field Engineer

P erforming the task (Inspection, Monitoring,

….)

P erforming A ctivity

Service

Manager

organisation of man power,

information assts, tools, logistic for performing the order ed task

mobilisa tion

Descr iption Roles & Functions

S ub Task

Warranty Management

• War ranty Managemen t

War ranty Manager

Prob lem investigation and determinations if it is a war renty

P roblem investigation

War ranty Manager

Prob lem resolution (physica l r esulu tion of

the problem based o n the input of engineer ing

(when necessary) and / or opera tions)

P roblem re solution

War ranty Manager

Feedback to the engineering, prod uct

development and operations of the in sta lled pum p base

Fo llow-Up


War ranty Manager

Prob lem investigation and determinations if it is a war renty

P roblem investigation

War ranty Manager

Prob lem resolution (physica l r esulu tion of

the problem based o n the input of engineer ing

(when necessary) and / or opera tions)

P roblem re solution

War ranty Manager

Feedback to the engineering, prod uct

development and operations of the in sta lled pum p base

Fo llow-Up


I nventory Management

• identification a nd need quantity of critical parts

• triggering pr ocurement• storage

• call of / trigger shipment• trigger field activities

inventory

manager

Stor age of partsstora ge

inventory manager

triggering pr ocu rmentfor the pr ovioning o f

needed parts

tr igge ring pr ocu rement

inventory manager

Triggering th e shipm ent of ordere d parts

call of / tr igge r

shipment

inventory manager

id entification and need of quantity of critical

parts

Ident ification of ne ed

service ce ntre manager

Triggering of ordered field activities

tr igge r field activities


inventory

manager

Stor age of partsstora ge

inventory manager

triggering pr ocu rmentfor the pr ovioning o f

needed parts

tr igge ring pr ocu rement

inventory manager

Triggering th e shipm ent of ordere d parts

call of / tr igge r

shipment

inventory manager

id entification and need of quantity of critical

parts

Ident ification of ne ed

service ce ntre manager

Triggering of ordered field activities

tr igge r field activities


CSS Opportunity Management

• Analysing the Installed Base regarding the installed spare parts and the predicted life time of parts installed and

identified potentials for maintenance, r etrofit, …..

Business Ana lystBased on th e in sta lled base, the spare pa rt / maintenance history

and the pred icted life time of components

potential CSS a ctivities are identified (sales

potential report)

Analysis

Business Ana lystThe identified sales

potentials are given to sales / m arketing in

order to get in contact with the custom er

Tr igger

Mar keting / Sales


Business Ana lystBased on th e in sta lled base, the spare pa rt / maintenance history

and the pred icted life time of components

potential CSS a ctivities are identified (sales

potential report)

Analysis

Business Ana lystThe identified sales

potentials are given to sales / m arketing in

order to get in contact with the custom er

Tr igger

Mar keting / Sales


D ata Coll ection & Analys is

• Measur ement (Dimension, Perfo rmance, On S ite, …)

and Analysis o f Bar e Sha ft Pum p / Str ing

Pro je ct Ma na g erCon clu sion of the Find ing s a nd

Rec om me nd ation

An alys i s

Pro je ct Ma na g erMe as ure me nt of Vibra ti o n, Nois e, Powe r, Effic ie n cy, Flo w he a d,

NPSH, M otor Pe rfo rma n ce , …

Pe rforma n ce M ea su rem en t

Pro je ct Ma na g erMe as ure me nt of Ba re Sha ft Pu mp

/ En vi ron me nt Dim en sio ns a n d Prop erti es

Dime n sion

M ea su rem en t

Pro je ct Ma na g erCol lec t a ll av ai l ab le Info rmatio n, Data (Dra wing s, BOM, Spe cs , ….)

c ol l ec t a va i la ble

i n fo rma tio n

Fo l lo w up ite rati on whe n

ne ce ss ary

Fo llo w Up

De scr ipt ion Roles & F unctionsSub Ta sk

Pro je ct Ma na g erCon clu sion of the Find ing s a nd

Rec om me nd ation

An alys i s

Pro je ct Ma na g erMe as ure me nt of Vibra ti o n, Nois e, Powe r, Effic ie n cy, Flo w he a d,

NPSH, M otor Pe rfo rma n ce , …

Pe rforma n ce M ea su rem en t

Pro je ct Ma na g erMe as ure me nt of Ba re Sha ft Pu mp

/ En vi ron me nt Dim en sio ns a n d Prop erti es

Dime n sion

M ea su rem en t

Pro je ct Ma na g erCol lec t a ll av ai l ab le Info rmatio n, Data (Dra wing s, BOM, Spe cs , ….)

c ol l ec t a va i la ble

i n fo rma tio n

Fo l lo w up ite rati on whe n

ne ce ss ary

Fo llo w Up

De scr ipt ion Roles & F unctionsSub Ta sk

The engineering tool assessment process

Strategies

SystemRequirements

BusinessRequirements

Assessment•System Requirement fulfillment•Effort to Implement•Risk to fail

RelativeImportance

RelativeImportance

Criticality

SPLM

SPLM | slide 17

Vision for a Global PLM System

SPLM | slide 18

The Sulzer product types require a different handling in development and manufacturing systems

PDM ERP

Basic Design

Structure

Aconfigured

pump

Bpre-engineered

pump

pre-engineered

package

config.

selection

order process

relevant design data

design data

order specific design data

Cengineered

pump

engineered

pacjage

Basic Concepts

order specific

basic structureSales Order BOM

Group BOM

Sales Order BOM

config.

rules

Super BOM

Sales Order BOM

order specific design data

Assembly

PartPart

Material

Document

Structured files

Rendered

document

files

SPLM | slide 19

Procedure to define the required functionality

Create Project

Create Project

Description

Create Project

Description

�Create Project, Select Template�give Project Name�define Access Group (Default or Preject Members only)�define Standard Attribute (Start Date,…..)

�Select Team �Add / Remove Folders, Documents according need of project

Activities

�Create Project, Select Template�give Project Name�define Access Group (Default or Preject Members only)�define Standard Attribute (Start Date,…..)

�Select Team �Add / Remove Folders, Documents according need of project

Activities

Manual execution of the project (execution control manual)

Remarks


Remarks

Status before

Project is not available

Status after

Project is created

Segment ManagerProduct Development ManagerProject Manager

Actors


Actors

Standard Windchill System

Sulzer Life Cycle / Tours

Adapt Template Project Plan to Project need

Description


Description

�Select Project Plan�Change, Remove, Add Tasks, Deliverables, Milestone

Activities

�Select Project Plan�Change, Remove, Add Tasks, Deliverables, Milestone

Activities

RemarksRemarks

Status before Status after

Project specific Project Plan is

available (Tasks, Deliverables,

Milestones)

Segment Manager

Product Development Manager

Project Manager

Actors

Segment Manager

Product Development Manager

Project Manager

Actors

Template Project plan is available for project


Create Project

Create Project

Description

Create Project

Description

�Create Project, Select Template�give Project Name

�define Access Group (Default or Preject Members only)�define Standard Attribute (Start Date,…..)�Select Team �Add / Remove Folders, Documents according need of project

Activities

�Create Project, Select Template�give Project Name

�define Access Group (Default or Preject Members only)�define Standard Attribute (Start Date,…..)�Select Team �Add / Remove Folders, Documents according need of project

Activities


Remarks


Remarks

Status before


Status after

Project is created

Segment ManagerProduct Development Manager

Project Manager

Actors

Segment ManagerProduct Development Manager

Project Manager

Actors

Basic Use Cases:- Functional Specification

(Business View) - Standard System Functionality

- Used according to needs of processes

Product- Structure requirements

SPLM | slide 20

System Specification

� Workshop 1

“Process – Overview”

� Workshop 2

“Processes – Details”

� Workshop 3

“SAP- / CAD-Integration”

� Release Planning

� System Implementation

Create Project

Create Project

Description

Create Project

Description

�Create Project, Select Template�give Project Name�define Access Group (Default or Preject Members only)�define Standard Attribute (Start Date,…..)�Select Team �Add / Remove Folders, Documents according need of project

Activities


Activities


Remarks


Remarks

Status before


Status after

Project is created


Actors


Actors

ID Name / Keyword Description Reference Basic Use Cas Reference Life Cycle note

EZ1

EZ2

EZ3

EZ4

EZ5

EZ6

EZ7

EZ8

EZ9

EZ10

EZ11

EZ12

System Use CaseDefinition

Details / Requirement

Create Project

Create Project

Description

Create Project

Description


Activities


Activities


Remarks


Remarks

Status before


Status after

Project is created


Actors


Actors


EZ1

EZ2

EZ3

EZ4

EZ5

EZ6

EZ7

EZ8

EZ9

EZ10

EZ11

EZ12

Create Project

Create Project

Description

Create Project

Description


Activities


Activities


Remarks


Remarks

Status before


Status after

Project is created


Actors


Actors


EZ1

EZ2

EZ3

EZ4

EZ5

EZ6

EZ7

EZ8

EZ9

EZ10

EZ11

EZ12

Create Project

C reate Project

D escript ion

C reate Project

D escript ion

�Cr eate Project, S elect Template�give Project N ame�define Access Group (D efault or Preject Members only)�define Standard A ttribute (Start Date,…..)�Select Team �Add / Remove Folder s, D ocuments accordingneed of project

A ct ivities


A ct ivities

Manual execution of the pr oject (execution control manual)

R emar ks


R emar ks

S tatus before


St at us aft er

Project is created

Segment Manager

Pr oduct Development ManagerPr oject Manager

A ct ors

Segment Manager


A ct orsCreate Project

C reate Project

D escript ion

C reate Project

D escript ion


A ct ivities


A ct ivities


R emar ks


R emar ks

S tatus before


St at us aft er

Project is created

Segment Manager


A ct ors

Segment Manager


A ct ors

Create Project

C reate Project

D escript ion

C reate Project

D escript ion


A ct ivities


A ct ivities


R emar ks


R emar ks

S tatus before


St at us aft er

Project is created

Segment Manager


A ct ors

Segment Manager


A ct ors

Business Specification

(Use Cases)

System Specification

(Use Cases)

System Implementation

R1


EZ1

EZ2

EZ3

EZ4

EZ5

EZ6

EZ7

EZ8

EZ9

EZ10

EZ11

EZ12

Function &

RequirementR2

Rn

Release Planning

R1

- UG NX4 Integration (out of the box)- Medusa Integration (out of the box)

- Datastructure/UseCases- UG NX4 / Medusa Integration (out of the box)- Inventor Integration (out of the box)

SPLM | slide 21

Summary

� Requirements for the Sulzer Pumps global PLM system

� Good integration to the already selected ERP tool

� Support for globally distributed engineering and manufacturing

� Sulzer Pumps approach

� Harmonized processes as the foundation for global PLM

� Common understanding of engineering requirements, their importance

and impact

� Selection of the PDM platform

� Segregation of tool implementation and data migration

� Current status and outlook

� Detail specification and release plan done

� Productive system implemented and globally available

� Final scheduling of tool rollout and data migration