SAP PLM End-to-End Business

Solution
Ian Payne Caterpillar EPD
Sascha Schwenker CENIT North America

SESSION CODE: 1470

LEARNING POINTS
Caterpillars road map for the SAP PLM
implementation
How Caterpillar bridged their legacy system with
their SAP PLM solution
How SAP PLM will change how Caterpillar
structures changes and feed them to production

Caterpillar

Electric Power Division

Energy and Transportation
Power Generation Equipment

Revenue of Approx. $4BN

Products
Rental
Stationary
Diesel
Gas

Controls
Parts and Service

EPD Systems Landscape

Creo / AutoCad
Teamcenter

Legacy Engineering Data Management Systems

SAP Manufacturing, supply chain
Service Information Systems (SIS Web)

eBusiness Portals Mutlibrand

Specsizer

Quoting Tools

Data Management Landscape

~250 Interfaces

Vision
Basic PLM Requirements:

SAP Enhancement Pack 7

SAP PLM Module with SAP PSS and PSM
cenitCONNECT Workflow Tool
CENIT EnterpriseConnector (EnCo)

Enable 3D Visuals

Direct CAD integration

SAP Engineering Control Center
SAP Authoring Tools
SAP Visual Enterprise (VE)
SAP Document Management System (DMS)
SAP Visual Enterprise Manufacturing Planner (VEMP)

Roadmap - Past

Visual Enterprise (VEMP)

CAD Integration Pilot
Product Structure Management PSM
Product Structure Synchronization PSS
SAP PLM Workflow
EDS-SAP BoM Load
Q3 / Q4 2014

Q1 / Q2 2015

Q3 / Q4 2015

Q1 / Q2 2016

Q3 / Q4 2016

EDS to SAP E-BoM to M-BoM

EDS

SAP E-BoM

GA1

MM GA1
M1

CENIT
EnterpriseConnector

M2

MM M1
MM M2

A1
A2

MM A1
Import E-BoM from EDS
Create Change Number
Effectively Date: Today

MM A2

EDS SAP EnCo BoM Loader Architecture

Caterpillar EPD System Landscape

(simplified)

Teamcenter

EDS

CAD Data Management

Parts and E-BoM Management

Pro/Engineer
SAP eSAP
Material and M-BoM Management
Manufacturing
etc.

Roadmap - Now

Visual Enterprise (VEMP)

CAD Integration Pilot
Product Structure Management PSM
Product Structure Synchronization PSS
SAP PLM Workflow
EDS-SAP BoM Load
Q3 / Q4 2014

Q1 / Q2 2015

Q3 / Q4 2015

Q1 / Q2 2016

Q3 / Q4 2016

SAP PLM Workflow Business Driver

Strategic business model change from larger change
packages to smaller packages
Current change package bundling is based on
manufacturing implementation slots
Changes are introduced to production once a month
Result: Large, relatively hard to handle, change packages

Target:
Bundle by design

Smaller more nimble package designs

SAP PLM Workflow Challenges

Several international locations involved in the business
process
Different Caterpillar locations are using different processes
2 locations came up with their own system based workflow
1 location designed a object based the other location a
package based workflow
Harmonization of all workflow into a common centralized
workflow necessary
Centralized workflow should be more efficient as past workflow

SAP PLM Workflow Business Driver

Current: One Change Package containing non related
items from different areas of the machine

Package X

SAP PLM Workflow Business Driver

Future: Several Change Package driven by design
needs
Package X

Package Y

Package Z

Package A

2015 Roadmap (SAP PLM Workflow)

Workflow Phase A
End of Q2 2015

Workflow Phase B
End of Q3 2015

Workflow Phase C
End of Q4 2015

Workflow Phase D
End of Q1 2016

Scope

Scope

Scope

Scope

Establish Product Change

Workflow Architecture
1 POC Demo format
(target 6 users)
Training (Core Team)
Object Workbench view
into change association
dashboard (LINK ONLY)
Manual Agent
Assignment

Object Workbench view

into change association
dashboard (Prototype)
Dynamic Agent
assignment 1st stage
Skeleton concept for
mother/child process

Object Work Bench view

into change association
dashboard (Production)
Dynamic Agent
assignment 2nd stage
Final Dev for
mother/child process

Pilot

Change Management
Element
Business strategic chg.
from larger change.
packages to smaller
packages
Bundle by design vs.
implementation date

Reporting/Metrics
Establish connection BI
system
Develop 1 Basic report

Reporting/Metrics
Identify Reports Reqd
Develop 3 high priority
business reports

Workflow Phases
Request
Product Change

Pre-Release
Release

Workflow Phases - Request

Create Change Request and
select Originators plant

Create Request
Request
Coordinator

Request
Coordinator
Background Task

Check Change Request

Approve / Disapprove

Rental Review

Check if this change impacts

rental business.

Investor Review

Check if this change impacts

investor business.

Retail Review

Check if this change impacts

retails business.

Request
Product Change
Pre-Release
Release

Review Rental, Investor and/or Retail comments and

make final decision on the request
Background task to start next workflow phase

Workflow Phases - Request

Workflow Phases Product Change

Rental
Configuration
Engineering

Investor

At the end of this task the

changed E-BoM should be
available via EnCo in SAP.

Request
Product Change
Pre-Release
Release

F.G. Willson Task

Check Communication
Template

Retail
Background Task
Async. Wait

VC Team
Background Task

This task will wait for the completion of

other tasks in future phases

Variant Configuration
adjustments
Background task to start next workflow phase

Workflow Phases Pre-Release

Global Purchasing

Supply Chain

Collects Purchase quotes and lead

times
Check Inventory Level

Manufacturing
Engineering

Tooling Check

Local Change
Coordinator

Set Vailid From date in change

Master

Background task to
start VC
Background Task

Releases Block for VE Task

Background task to start next

workflow phase

Request
Product Change
Pre-Release
Release

Workflow Phases Release (in Process)

Request
Product Change
Pre-Release
Release

SAP PLM Workflow Challenges

Several international locations involved in the business
process
Different Caterpillar locations are using different processes
2 locations came up with their own system based workflow
1 location designed a object based the other location a
package based workflow
Harmonization of all workflow into a common centralized
workflow necessary
Centralized workflow should be as efficient as past workflow

Workflow Phases Release (in Process)

Solution Design
Design 150 % Workflow

Request
Product Change
Pre-Release
Release

Workflow input parameter

Location
Objects attached to the workflow

Workflow Metadata
Dynamically build 100% workflow based in above
parameters
Workflow changes need to be done without development

Workflow Phases Release (in Process)

Dynamic Task and Agent assignment

Decision Matrix

Request
Product Change
Pre-Release
Release

Mother Child (Sub) Process Relation

REQUEST

PRODUCT CHANGE

MOTHER

MOTHER

Global
Plant Independent

PRE-RELEASE

RELEASE

(SUB)

(SUB)

PLANT X

PLANT X

PRE-RELEASE

RELEASE

(SUB)

(SUB)

CLIENT Y

PLANT Y

PRE-RELEASE

RELEASE

(SUB)

(SUB)

PLANT Z

PLANT Z

Local
Plant Dependent

Mother Child (Sub) Process Relation

REQUEST

PRODUCT CHANGE

(MOTHER)

MOTHER

PRE-RELEASE

RELEASE

(SUB)

(SUB)

CLIENT 100

CLIENT 100

PRE-RELEASE

RELEASE

(SUB)

(SUB)

CLIENT 500

CLIENT 500

PRE-RELEASE

RELEASE

(SUB)

(SUB)

CLIENT 900

CLIENT 900

CENITCONNECT OBJ. WORKBENCH

MM

123-999 (PLANT 100)

BOM

123-199 (PLANT 100)

MM

566-988 (PLANT 500)

BOM

782-989 (PLANT 900)

Sub-Process Plant 100

Sub-Process Plant 500
Sub-Process Plant 900

The object/plant relation in the Object Workbench will determine

the amount of sub processes in the Pre-Release and Release
phase.
Minimum is a 1:1 relation

Roadmap - Next

Visual Enterprise (VEMP)

CAD Integration Pilot
Product Structure Management PSM
Product Structure Synchronization PSS
SAP PLM Workflow
EDS-SAP BoM Load
Q3 / Q4 2014

Q1 / Q2 2015

Q3 / Q4 2015

Q1 / Q2 2016

Q3 / Q4 2016

EDS to SAP E-BoM to M-BoM

EDS

SAP E-BoM

GA1

MM GA1
M1

Enterprise
Connector

M2

MM M1
MM M2

A1
A2

MM A1
Import E-BoM from EDS
Create Change Number
Effectively Date: Today

MM A2

EDS to SAP E-BoM to M-BoM

EDS

SAP E-BoM

GA1

MM GA1
M1

Enterprise
Connector

M2

MM M1
MM M2

A1
A2

MM A1
Import E-BoM from EDS
Create Change Number
Effectively Date: Today

MM A2

EDS to SAP E-BoM to M-BoM

EDS
GA1

MM GA1
M1

Enterprise
Connector

M2

PSS
Sync. Unit I

A1

MM M2
PSS
Sync. Unit II

MM A1
Import E-BoM from EDS
Create Change Number
Effectively Date: Today

MM GA1

MM M1
MM M2

A2

M-BoM

SAP E-BoM

MM A2

MM GA1

MM A1

MM M1

MM A2

MM M2

MM M1

MM A1

MM A2
Workflow / Process

Request

Product Change

Pre-Production

Production

Roadmap - Mid Term

Visual Enterprise (VEMP)

CAD Integration Pilot
Product Structure Management PSM
Product Structure Synchronization PSS
SAP PLM Workflow
EDS-SAP BoM Load
Q3 / Q4 2014

Q1 / Q2 2015

Q3 / Q4 2015

Q1 / Q2 2016

Q3 / Q4 2016

Vision for the future

EDS
GA1

MM GA1
M1

Enterprise
Connector

M2

PSS
Sync. Unit I

A1

MM M2
PSS
Sync. Unit II

MM A1
Import E-BoM from EDS
Create Change Number
Effectively Date: Today

MM GA1

MM M1
MM M2

A2

M-BoM

SAP E-BoM

MM A2

MM GA1

MM A1

MM M1

MM A2

MM M2

MM M1

MM A1

MM A2
Workflow / Process

Request

Product Change

Pre-Production

Production

Vision for the future

CAD
Structure

Doc. Structure

GA1

Doc GA1

E-BoM

Routing
MM GA1

MM GA1
MM A1

PTC creo

M1

MM M1

Doc M1

MM A2
M2

M2
creo SAP Doc
ECTR
direct
integrationDoc A1
A1
A2

Doc A2

MM M2

MM M2

Visual Enterprise
MM
M1
Manufacturing
Planner
MM
A1

M-BoM
MM GA1
MM M2

MM A2

MM A1
MM A2
MM M1

Workflow / Process

Request

Product Change

Pre-Production

Production

BEST PRACTICES
Start small grow large
- Try to plan small project phases instead of tackling
the complete solution
- Solve specific business problems

Get Senior Management Support

Do not sacrifice velocity for testing

KEY LEARNINGS
Highlight/summarize 3-5 key learning points from
the presentation.

STAY INFORMED
Follow the ASUGNews team:
Tom Wailgum: @twailgum

Chris Kanaracus: @chriskanaracus

Craig Powers: @Powers_ASUG

THANK YOU FOR PARTICIPATING

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SESSION CODE: 1470
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