Best Practices for Integrating SAP PPM and PLM

1
 Revised Abstract
Best practices for integrating SAP Portfolio and Project
Management and SAP PLM to reduce time to market and
increase new product development efficiency
Tom Martin, GyanSys, Inc.

This session provides proven tips and actionable advice for integrating SAP Portfolio
and Project Management (PPM) and SAP PLM applications to improve cross-
functional collaboration, reduce time to market and increase efficiency across the
entire product development lifecycle.

Gain an understanding of whats required to integrate PPM and SAP PLM, the
challenges you may face, and best practices for overcoming them. Through GyanSys
customer case studies and documented examples, explore out-of-the-box
functionality as well as tips for using available BAPIs and BAdIs to improve
integration between PPM and SAP PLM.

Come away from this session with a solid understanding of the capabilities and
features included in the latest solutions for improving SAP PLM processes and
integration from GyanSys Product Development Labs.
 GyanSys Brief Overview

Global headquarters Indianapolis, IN

US Offices - NJ and TX.
Offices International - Netherlands, Philippines and India
WBE Certified

SAPs National Services Partner

Partnership SAP Ramp-Up PPM 5.0 , PLM 7.01, SRM 7.01
SAP & Microsoft SAP Co-Innovation Lab Partner
In-House System for POC/Conference Room Pilot

Assessment and Evaluation,

Implementation and Development
Our Services Testing , Training, and Support
System Optimization

300+ consultants globally

Part-time Pooled blended hours
Engagement Model Onsite, Near-Shore and Offshore
SLA driven and Metrics reporting
 Solution Offerings
Business Process
PLM, CRM, EAM, SRM, SCM, HCM, Financial Management etc.

Core ERP Offerings

Financial
FI, CO, Treasury, FSCM, ECCS, Travel Management etc..
Human Resources
PA, OM, Benefits, CATS, PT, Benefits, PY, ESS/MSS, eRecruiting etc.
Logistics
SD, FI, MM, PP, VC, PM, CS, PS, eWM, QM, TM etc.

Business Analytics
BW, BO, BPC, Pre-Built Dashboards, Information Broadcasting, GRC
Technology
Netweaver
Portal, EDI, MDM, PI, Workflow, Basis, Web DynPro, Workflow, ADS etc.
Solution Manager, TDMS, TAO etc.
MS Platform
.Net development, SharePoint Template/Forms, Project Server Integration, Outlook Integration,
Duet Enterprise
Mobility
iOX Development
 Our Differentiation
Pedigree (Hire the best) - Delivery Best Practices
-Academics & Experience Adopting Best Processes
Investments on building Stringent Reviews
skills
Retention with focus on
growth opportunities. Your Benefits

Employee Experienced teams

Process Rapid Project
Engagement
execution
Lower TCO

Alignment to Client
IT ecosystem and
Fiscal Priorities
Technology
Prudence
Responsiveness and
flexibility in
Focus on SAP & MS Focus on operational engagement
Business Suite Expertise efficiency
on NetWeaver Platform Low Capital Investments
Domain Expertise Leverage
Communications
advancements
 Our Rapid Deployment Offerings

6 Weeks 9 Weeks 12 Weeks

SAP PLM Major Features Implementation Implementation Implementation

Maturity Level 1 IT Portfolio Mgmt

PLM DIR Object Linkage
Enhanced MS Project Integration
Maturity Level 2 IT Portfolio Mgmt
Level 1 Engineering Change Record
Optimized PPM/PLM Integration
Level 2 Engineering Change Record
Maturity Level 3 IT Portfolio Mgmt

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 GyanSys Introductions

Tom Martin Raj Una

PLM/PPM Practice Director US Delivery Head

15 Years SAP Project Experience 16 Years of SAP Experience

PPM Architect Key architect: Run SAP
PLM Architect Thought leader, presenter
Project Controls expert PPM, PLM architect
Cross-industry experience Multiple Roll Out experience

Leader in PPM Community Entrepreneur, Leader

Keynote Speaker Founded GyanSys
SAP Contributor SAP Certified trainer
ASUG / Sapphire Presenter Cross-industry experience

4/3/2012 8
 GyanSys PLM Practice

PLM PPM
Engineering Change Management Portfolio Management
CAD Integration Project Management

Document Management IT, Product Development, Capital

BOM Lifecycle Resource Management

Variant Configuration ECC Integration

Enterprise Search Portfolio Optimization

4/3/2012 9
 All About Data

Red Bull Racing F1 RB8

Idles at 6000 RPM

300 Sensors
1.5 Billion signals
4/3/2012
8GB Data per 10
race
 Target Audience

1) Companies Already Running SAP PLM

Be aware of the integration capabilities

2) Companies Planning to Implement SAP PLM

Plan future integration

3) Companies with Unacceptable Lead Times

Improve efficiency and effectiveness

4/3/2012 11
 Agenda
Introduction: PPM~PLM Integration The last white-space
Background: A history of the development of SAP PPM and PLM
Challenges: Frequently encountered issues and gaps
Goals: The Benefits of Integrated PPM/PLM
Standard Integration: What exists out of the box
PLM 7.02: Whats coming
Netweaver: The power of SAPs integration framework
Case Studies: Real-life examples
Whats Next: What are GyanSys PD Team working on
Summary / Questions
4/3/2012 12
 Introduction: The last White-Space

4/3/2012 13
 Background: A short history of PPM & PLM

A lot has happened in the last 6 years!

4/3/2012 14
 Challenge: Undo Deeply Embedded Silos

Functional Silos: Concurrent Engineering:

Developed over time Big OCM Effort

4/3/2012 15
 Goals: The Benefits of Integrated PPM/PLM

Aligning Reality with Perception

@Management Level
Closed-loop system
Exception reporting
Supports decision making
Improves efficiency

@Functional Level
Fewer mouse-clicks
Intuitive, good UI
Elimination of data duplication
Less admin, more analysis (job support)
4/3/2012 16
 What is PPM?

4/3/2012 17
 What is PPM?

Portfolio Project Resource

Management Management Management

4/3/2012 18
 SAP Standard: What Exists Out-of-Box?

Product Lifecycle Management PLM

Process, Product Management PPM PDM

Business Functions Change Req. Portfolio Resource Legacy PLM eBOM

Eng Change
Management
Replacement Management Management Replacement mBOM - sBOM
(PPM, PDM) Document Mgt

ECC Integration

PLM will manage the process lifecycle of a new / existing product via PPM
PLM will manage the data lifecycle of new / existing BOMs and Parts via PDM
Deep vertical integration into all areas of ECC
Limited horizontal integration between PPM and PLM
4/3/2012 19
 PLM 7.02: Whats Coming?

4/3/2012 20
 Netweaver: The Power of Integration

Netweaver provides the keys to link PPM and PLM

Object Linkages BAPIs, BADIs

Document Management

4/3/2012 21
 Agenda
Introduction: PPM~PLM Integration The last white-space
Background: A history of the development of SAP PPM and PLM
Challenges: Frequently encountered issues and gaps
Goals: The Benefits of Integrated PPM/PLM
Standard Integration: What exists out of the box
PLM 7.02: Whats coming
Netweaver: The power of SAPs integration framework
Case Studies: Real-life examples
Whats Next: What are GyanSys PD Team working on
Summary / Questions
4/3/2012 22
 Case Studies: Real-life Examples

1) Integrated Engineering Change Process

2) Part Dashboard

3) Enhanced Object Linkage

4) Optimized Project Task Dashboard

5) Aggregated MS Project Integration

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 Engineering Change Process

Header Individual
Information Functional
Tab Team Tab

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Use PPM to Manage24the Process of ECR
 Engineering Change Process

DMS
Document
Folder
Accessed
via PPM

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 Functional Team Tab: Engineering

Each Tab is
Functional
Team
Specific

Contains the processes and

data necessary to manage
production changes
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 Engineering Design Checklist

Checklists ensure all steps are

completed per Functional
Team

Custom Screens powered by

NWBC, Custom fields are
standard BADI activation

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 Plant Tooling, Equipment Costs Tab

Capture all Tooling, Facilities

and Equipment Costs

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 Financial Analysis Tab

and include in the overall

Financial Analysis tab.

then compare against

original Business Case using
PPM Financial Planning
4/3/2012 29 functionality.
 Action Items

Action Items capture and

track tasks across all
functional teams.

4/3/2012 30
 Case Studies: Real-life Examples

1) Integrated Engineering Change Process

2) Part Dashboard

3) Enhanced Object Linkage

4) Optimized Project Task Dashboard

5) Aggregated MS Project Integration

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 Part Dashboard

Origins of Part Dashboard

Started life as a spreadsheet
containing the Virtual (V-
BOM).

Why not capture in SAP, and

eliminate the manual BOM?

and provide a launch-pad for all

engineering workflows!

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 Part Dashboard

On the Left Side is the V-BOM On the Right Side is the E-BOM

Integrate the V-BOM with the E-BOM

inside SAP PLM
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 Integrated Parts Request Process

Use Dashboard as a central

launch-pad to request new /
changed part requests

Launch workflows that trigger

the creation of Material
Masters and DIRs

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 Integrated NWBC Workflow

All Workflows run on the new

NWBC Business Workflow
Workplace

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 Integrated Part Request Form

In-built Part Request

Form contains the
details and who the
approvers are

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 Design Approval Request Form

Design Approval / Review

Process tracks Engineering
Design Approval.

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 Integrated Release Request

Similar process for handling

part releases.

Manages early engineering

releases (e.g. Experimental)
to full Production release.

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 Configuration Change Summary

The Configuration
Change Summary is an
interactive report
listing all part changes
across the BOM.

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 Case Studies: Real-life Examples

1) Integrated Engineering Change Process

2) Part Dashboard

3) Enhanced Object Linkage

4) Optimized Project Task Dashboard

5) Aggregated MS Project Integration

4/3/2012 40
 Enhanced Object Linkage

Object linkages are the key to connecting PPM and PLM

Available for every object in SAP

Standard object links available
Easy to configure new links
Link to BADIs, FMs

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 Enhanced Object Linkage

For this customer we

linked PPM Tasks to
the Document DIR,
and updated progress
based on status

4/3/2012 42
 Case Studies: Real-life Examples

1) Integrated Engineering Change Process

2) Part Dashboard

3) Enhanced Object Linkage

4) Optimized Project Task Dashboard

5) Aggregated MS Project Integration

4/3/2012 43
 Optimized Project Task Dashboard

Now that all tasks are

connected via Object
Links to PLM
Documents

. We optimized the
PPM Task Dashboard
to sort tasks by
criticality and Severity
4/3/2012 44 (a configurable icon)
 Case Studies: Real-life Examples

1) Integrated Engineering Change Process

2) Part Dashboard

3) Enhanced Object Linkage

4) Optimized Project Task Dashboard

5) Aggregated MS Project Integration

4/3/2012 45
 Aggregated MS Project Integration

Standard MS Project
integration performs a
1:1 replication of all
tasks.

Many PMs want to

summarize the PPM
tasks and allow much
deeper planning in
MSP.

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 Aggregated Project Integration

MS Project Detailed
task data is
aggregated and
passed to PPM:

- Actual Dates
- Percent
4/3/2012 Completes 47
 Agenda
Introduction: PPM~PLM Integration The last white-space
Background: A history of the development of SAP PPM and PLM
Challenges: Frequently encountered issues and gaps
Goals: The Benefits of Integrated PPM/PLM
Standard Integration: What exists out of the box
PLM 7.02: Whats coming
Netweaver: The power of SAPs integration framework
Case Studies: Real-life examples
Whats Next: What are GyanSys Product Devt Team working on?
Summary / Questions
4/3/2012 48
 Whats Next: PFEP

4/3/2012 49
 Project Managing the BOM

PFEP explodes the BOM into a

PPM Project Structure.

Each Part is further exploded to

a detailed cross-functional task
list4/3/2012 50
 Process Overview (1 of 2)
New
1
Change
2

PFEP Steps:

1) Trigger a BOM Creation / change event

2) Create / change a PFEP master project
3) Generate each part detailed task sub-project
4) Prioritize tasks according to Task Dashboard
5) Auto-progress tasks based on normal operations
4/3/2012 51
 Process Overview (2 of 2)

PFEP Steps:

1) Trigger a BOM Creation / change event 5

2) Create / change a PFEP master project
3) Generate each part detailed task sub-project
4) Prioritize tasks according to Task Dashboard
5) Auto-progress tasks based on normal operations
4/3/2012 52
 PFEP: How It Works
Step 1) Explode a Material BOM, Assembly, Sub-Assembly or
Part into a project structure

4/3/2012 53
 PFEP: How It Works
Step 2) Create / Change PFEP Master Project

4/3/2012 54
 PFEP: How It Works
Step 3) Generate each part detailed task sub-project

4/3/2012 55
 PFEP: How It Works
Step 4) Prioritize tasks according to Task Dashboard

4/3/2012 56
 PFEP: How It Works
Step 5) Auto-progress tasks based on normal operations

4/3/2012 57
 Summary
Integrated PPM/PLM = Efficiency, Effectiveness Gains
@Management Level
Closed-loop system
Exception reporting
Supports decision making
Improves efficiency
@Functional Level
Fewer mouse-clicks
Intuitive, good UI
Elimination of data duplication
Less admin, more analysis (job support)
Bring Your Product Development Processes to Life
4/3/2012 58
 Questions

Tom Martin
GyanSys Inc.
Tom.Martin@GyanSys.com
+1 949 307 3052

4/3/2012 59
 GyanSys Contact Information

GyanSys Inc
8440 Woodfield Crossing Blvd., Suite #290
Indianapolis, IN 46240, USA
O: (+1) 317 580 4200
Email: sales@GyanSys.com
www.GyanSys.com

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