Teamcenter In A Box TCIB Tano Maenza PLM

Teamcenter In A Box (TCIB) Tano Maenza, PLM PMO, Emerson Bob Christenson, PLM COE Lead, Emerson 1

Agenda Emerson Overview Teamcenter-In-A-Box – What is it? TCIB – Implementation Phases TCIB – Readiness Tips for Success 2

Emerson: Company Profile Diversified global manufacturing and technology company serving industrial, commercial, and consumer markets around the world Publicly traded (NYSE: EMR) St. Louis, MO Headquarters in St. Louis, MO (USA) Recognized for outstanding management process and record of consistent long-term performance Manufacturing and/or sales presence in more than 150 countries Founded in 1890 – in business for 117 years 3

2006 Emerson Summary 2006 Sales by Segment Sales Employees 2006 $20. 1 B 137 K Appliance & Tools Process Management Industrial Consumer Climate Technologies Industrial Automation Network Power Electronics Locations US & Canada 117 Europe 38 ROW 39 Total 274 ROW 80 Asia 2006 Sales by Geography Asia United States Europe 4

Emerson Brands $20. 1 Billion in revenues with over 60 divisions 5

The Solution – TCIB (Team. Center-In-a-Box) 1. Rapid Deployment Model 2. Centralized Hosting and Application Support 3. Fixed scope and cost by type of business Extensive training materials, documentation Solution hosted, managed, supported by IT Shared Services Highly leveraged support model Minimizes overall Application support costs Pre-packaged Team. Center solution Incremental delivery Standard core business processes Includes Emerson standards Scripted Deployment PLM Center of Excellence compliant Fully patched and tested Intellectual asset intensive Simplifying business process Proven, consistent delivery Industry leading practices 6

TCIB Functionality Base Offering • • • Teamcenter Remote Access Thin or Thick Client Document Management • Files (Office , CAD) Management • Common Shared Repository • Check In/Out, Versioning CAD Data Management • Integration of CAD tools • View / Edit • MCAD – Pro-E, Solid Edge, etc. • Options • Basic CAD Management Workflow • Division-Specific Workflow Data Modeling • PLM COE Level I Data Model • Identifying the Item Types, Forms, etc • Identifying attributes to be stored Security • Users / Groups / Role Based Access • Organization Structure • • Multi-Site • • • Common Emerson Workflows • • • Process / Workflow Control Data Sharing (Publish/Replication) Remote Data Search Shared Engineering Centers Data Replication 7

TCIB Service Options 1. The use of standard development and implementation Base Offering – North America • Standardized business processes • Assumes remote access (latency dependent) • Fixed price implementation based on 30 – 40 day rollout 2. Base Plus Data Replication to Shared Engineering Center • Includes management, support of Shared Engineering Center infrastructure • Fixed price implementation based on 35 – 45 day rollout 3. Base Plus Local Multi-Site to NA Hub • Data replication managed from local infrastructure into hub and optionally to Shared Engineering Center • All Teamcenter functions controlled by the NA hub • Local infrastructure owned/managed by division • T&M implementation – estimated around 50 – 60 days Note: Schedule excludes data migration, customizations, local hardware setup, classroom training, etc. for end users. 8

North American Teamcenter Hosting and Replication Service Locally Managed Centrally Managed North America Teamcenter PLM … Asia Pac EMEA … ODS Stack - STL … TCIB Teamcenter PLM ODS Stack - STL … TCIB LSNA Liebert VAD Rosemount VAD Ast ec Rosemount Pune Romania Astec Etc…… Pune Romania ODS Etc…… 2 Teamcenter NA Hub Teamcenter Design Centers Shared Infrastructure TCIB Service Options Web Access 1 Division Multi-site 3 Division Rich Client 9

TCIB Implementation Phases Process Sample Workflow Support Model Status 10

TCIB Implementation Phases 1. Process Education Technical team will be conducting the Education sessions to site executives and super-users to familiarize them with the solution and associated business benefits. These sessions would include: Overview of PLM and its expected benefits Overview of the TCIB solution Review of project approach, timeline, and involvement from each site 2. Discovery Technical team would finalize the requirements for implementation of the standardized TCIB solution. The Discovery will include the following and can be conducted via meetings and/or questionnaires: Identification of Super Users and End Users Identification of workflows, data model and organization structure Identification of Data migration Requirements Identification of any additional legal/regulatory localisation requirements 11

TCIB Implementation Phases 3. Implementation Design Finalize the process model and the data model for each site. Technical team will establish the Deployment Project Plan Creation of data collection templates, user access control matrix Establish the TCIB Support plan in tandem with the Emerson ITSS 4. User Acceptance Testing and Deployment TCIB Solution will be implemented on the test environment as per the design End-to-end test of business processes to validate the requirements. User Acceptance Testing will incorporate the following: Testing of the support process Testing by both the project team and the power users from the respective divisions Sign-off of the test results Deployment of the Production Instance 12

TCIB Implementation Phases 5. Training Power Users Technical Team would be training the Trainers/Power Users of the divisions Extensive training will be conducted in a classroom with standard TCIB documentation and on-line exercises End Users Training of End Users by the Power Users. Training will be conducted with standard TCIB documentation 6. Post-Implementation and Ongoing Support Technical team will provide 2 weeks of post implementation support Provide diagnosis, troubleshooting and problem resolution for issues caused specifically by breaks in the TCIB configuration. 13

TCIB Implementation Process Activity Initial Sizing and High-Level Configure Team. Center Survey of Business Unit Description Detailed Survey and Requirement Collection as per the Design üProject Manager is to üTeam Center Engineering üTeam Center collect high level BU requirements. i. e, sizing of the PLM needs (TCE) Consultant will analyze the initial survey done and later would interview the BU representatives further for indepth requirement collection (Discovery Phase) Engineering (TCE) Administrator would configure the Team. Center Engineering according to the Configuration (UAT Phase) ü This would be the first Level of Survey and can be done at the TCIB conception stage at the BU üAlso determine the suitability / candidacy for TCIB solution. ü TCE Consultant would produce the functional specifications and get a signoff from the BU (Implementation Design Phase) üTCE Consultant will also document the required TCE configuration 14

TCIB Sample Workflow Process Flow NO NO Start Design Review Attach Parts and Quality Adherence Workflow Enter specifications Approval Yes Cost Adherence Yes Approval State Start Attach Components Quality Adherence Check Cost Adherence Check Actor / Role Lead Project Engineer Designer Control Engineer üStarts the Design Review process for a Particular Model after communicating the Same to the involved stakeholders üAttaches the Latest CAD model/ drawing / Parts to be reviewed üReviews the part for Emerson Design Methodology üChecks out both the review and the specifications document ü If the Parts were rejected at any of the later stages , then the Designer has to rework on the Parts üAdds Review comments to the Review Document and attaches the same ü Logs into External system to verify the costs üBased on the Review results either Approves or Rejects the Design for further re-work. Complete Engineering Manager / Project Manager User Actions Design Review üApproves or Rejects üAssigns to the concerned Engineer (Select Sign-Off Team) üAttaches the Specification Document Complete ü All the Stakeholders are Notified about the completion of the Design Review 15

Solution Includes Application Support Team and ITSS Service Center Division Responsibilities: • Leverage Super Users for training and “how to” questions • For all other questions/issues notify the Team. Center In A Box Help Desk (Divisions) Users Service Center/Telephone • Work with support resources as needed to test solutions and supply necessary data for problem resolution Service Center Team. Center In A Box Responsibilities: • Initial Standard support provided • Support hours will increase as customer base grows • Off hours cell phone support for critical issues Offsite Team. Center In A Box Application and Technical Support • Service Center is single point of contact for resolving issues • Provide end user application support • Provide technical support (patching, cloning, etc) • Tc. E Application System Administration (user creation, responsibilities, etc. ) • Provide DBA, OS support • Performance monitoring and troubleshooting 16

Where is TCIB today? Live Site Future Site The solution went live May 08 and be will be supported in 5 sites: • Dev/Test in St. Louis and India. • Production in Cincinnati and India. • Over 200 users Key Benefits: • Improved visibility into operations – integrated system with one source of data • Automated significant amount of manual processes 17

TCIB - Readiness Pre-requisites Profile of Target TCIB Resource Skill/Time Requirements Business Process IT Requirements 18

Profile of Target TCIB General Characteristics: Willing to accept standard industry process flows Limited or aging existing PDM system Customer Characteristics Examples Comments Divisions seeking a low cost robust solution Small Divisions / Shared Engineering Centers Connectivity Solutions Provides foundation for growth Small locations where it isn’t practical to put in a full scale Tc. E solution Corporate offices Offices typically required basic financial capabilities Locations or parts of divisions that may not have good processes in place New Acquisitions Implements proven and accepted business processes Accelerates integration into 19 Emerson

Resource Skill/Time Requirements Resources Project Manager Key Responsibilities/Requirements ~ 10 -12 weeks Works with the implementation partners to perform the overall planning, organizing, controlling, and leadership of the whole project. Knowledge of Business & Operations Understanding of Organization & Functions Leadership, Empowered Application Super User facilitation and organization skills to make decisions User Representatives act as user-champion to support and promote the system within the user community and participate actively in project activities. Deep knowledge with business processes, systems and policies for particular functional area Experience Previous Good Business Process Lead in preparing documentation. involvement in system implementation project will be helpful. communication skills User Representatives that owns the business process area within the site. Deep knowledge of business and operations for a particular functional area Good understanding of organization and functions Leadership Able and communication skills to make decisions on process design 20

Business Process It’s highly suggested division have clearly documented business processes ahead of kick-off for Team. Center-In-A-Box Process flow chart Business Processes owners Clear define the role and position within Organization Divisions must be willing to make the change, during the Team. Center-In-A-Box implementation design, the business processes to be reviewed , aligned, optimized with the implementation consultants Do not underestimate the amount of work involved here Dig deep into each process Mind clearly defined criteria and responsibilities at each business process 21

IT Requirements Minimum guidelines for network connectivity to optimize cost/performance for each site Engineering Minimize sites must have E-net connection latency, maximize performance and reliability Work with IT-AP for preliminary audit for compliance Minimum PC requirements for users Windows XP Professional, 1 GB Memory, At least 1 GHz Processor, 20 GB Hard drive 22

First Step: TCIB - PLM Co. E Survey and Multisite Key Decision Matrix PLM Key are Co. E Survey Decision Matrix available to provide an initial high-level assessment and Identify Multi-Site Requirements. 23

Second Step: TCIB Site Assessment Once the division validates it is ready for TCIB, complete a detailed assessment to develop project scope, plan, budget, etc. Evaluation Item Management Assessment Description Identify the readiness for the TCIB rollout with regard to the following major areas: Business Assessment Facilities Assessment Organization Assessment, including Change Management Resource Assessment Project Key Representative Assessment. Application Assessment Assess the requirements for the development effort as follows: System Assessment Data Migration Assessment Interface Assessment. Business Process Assessment Review the organization current business processes and reports to identify potential gaps with TCIB for targeted modules, including collection of volume statistics for key data elements. Training Assessment • Assess the skill level of the users. Infrastructure Assessment • Review existing network and computer 24

Tips for Success Pre-TCIB Implementation During TCIB Implementation Post TCIB Implementation 25

Tips for successful Team. Center-In-A-Box Pre-TCIB Implementation Proactively secure enough temporary resources for implementation Clearly define the tasks for temporary resources. Keep the task narrower and more specific Complete detailed site assessment before deciding for Team. Center-In-ABox Clearly define all the gaps and resources to eliminate these gaps Go down to detail for each specific process than staying at high level Do not under-estimate time and resources for data cleaning, training and data migration Item for thorough analysis at the site assessment stage A feasible project timeline to be come out from the site audit Included an experience Tc. E user Data cleanliness and readiness e. g. customer master, supplier master, material information, material lead time…. Readiness to change Changes from current business processes to Team. Center-In-A-Box Adapt to Emerson’s COE (Level 1 Data Model) Commitment of the top management 26

Tips for successful Team. Center-In-A-Box During TCIB Implementation Work closely with Team. Center-In-A-Box Support Team and Consultants Clearly communicate project schedule Define clearly the resource requirements at each step of the project Report requirements New requirements to existing Team. Center-In-A-Box Pick and choose the right talents with committed involvement Empower the project team Critically important : Project Manager, Business Process Leads and Application Power Users Shift ownership to the users as soon as possible Plan for sufficient training in Team. Center-In-A-Box Start with the Basics, Tc. E Fundamentals Visit other sites for best practices and tips for successful implementation Effective Change Management Leadership Project objectives Project approach Communication Organization alignment People performance 27

Tips for successful Team. Center-In-A-Box Post TCIB Implementation Plan for the hard work in the first several months after go live People to use to tracking more detail information than Excel or legacy system Learning curves to be overcome old manual / legacy processes Vs. Integrated Team. Center-In-A-Box processes Potential parallel running Team. Center-In-A-Box with legacy practice in the initial couple of months will increase the work load for a short period of time Use TCIB Help Desk Adapts to Emerson IT Shared Services Team. Center-In-A-Box helpdesk support model Continue User Training Especially for staff turnover Refresher training after a few months Publish best practices 28

Thank You 29