© 2014 IBM Corporation Accelerating Product Innovation The IBM Rational strategy for integrating with Product Lifecycle Management (PLM) Richard Crisp Director, Systems Engineering 27 May, 2014
© 2014 IBM Corporation
Accelerating Product Innovation
The IBM Rational strategy for integrating with Product Lifecycle Management (PLM)
Richard Crisp
Director, Systems Engineering
27 May, 2014
© 2014 IBM Corporation2
Accelerating Product Innovation
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© 2014 IBM Corporation3
Accelerating Product Innovation
Setting the stage6Next Generation
Product & Systems Lifecycle
Management
� Data is stored and maintained by the tool that
is best suited for those data
� Other tools to gain access via linked data
methods built on open standards for data
sharing, not proprietary interfaces and
databases
� Provides an open environment where
engineers have access to all relevant
information needed, regardless of source
Today’’’’s typicalProduct Lifecycle Management
Physical Assembly, Document &
Bill of Materials (BoM) Centric
Approach to drive the Supply Chain
Mechanical Engineering
Software Engineering
Electrical Engineering
System Engineering along the lifecycle(s)
Integrated Electronic, Mechanical,
and Software Engineering
� Modern systems and products now more software
intensive, more complex delivery & management
� Relationship between engineering & software orgs
is often loosely connected & dysfunctional
� Current solutions require all lifecycle data to be
physically located in PLM/PDM tools
� Requires data to be replicated across multiple
tools or data stores, complex to manage
© 2014 IBM Corporation4
Accelerating Product Innovation
The IBM Systems Engineering Platform 6can access engineering and enterprise data wherever it resides
Business Engineering Operational
Enterprise information
Engineering context
Open standards
Market
Analytics
System
Verification
and Validation
System
Test
System
Requirements
System
Design
Deployment/
Release to Mfg.Customer
Requirements
Operations and
Maintenance
•Implementation
Process &
Data Mgmt.
Electrical/
Electronics
Design
Mechanical
Design
Agile Software
Engineering
IBM Social Media
Analytics and Warranty
Analytics
Rational
Partners
enabled by
OSLC
RELM, Infosphere
Data Explorer, and
Big Engineering
Data
DOORS
Rhapsody
RQM
RTC
Focal Point Insight Tivoli
© 2014 IBM Corporation5
Accelerating Product Innovation
Rational Engineering Lifecycle ManagerExtending the Rational solution for systems and software engineering
• Uniting engineering teams through:
Visibility – across many engineering disciplines
Organization – of information in context
Analysis – to answer lifecycle engineering questions
• Allows product development teams to:
• Find the right information when it’s needed
• Understand and react to change quickly
• Gain actionable insights from engineering data
• Co-ordinate strategic re-use
• With no disruption to current engineering environments
“RELM demonstrates the power of linked data and provides an enterprise a new way to integrate tools and
project tasks in one interface.”
Systems Engineer
© 2014 IBM Corporation6
Accelerating Product Innovation
Rational Engineering Lifecycle Manager
Visualize Analyze Organize
Cross domain views and navigation
Query, reporting, and impact analysis
Product, system and component definition
Customer Prioritization – Key ALM/PLM integration pain points
Change
Management
Requirements
ManagementProduct Structure
Co-ordinating a product change
e.g. new market requirements,
safety regulation change, defect
fixes.
Enabling requirements
decomposition across
multiple systems
Allowing organization of lifecycle
artifacts and traceability between
different views of the product
© 2014 IBM Corporation7
Accelerating Product Innovation
Primary Resource Types and Relationships
• Change requests and requirements exist in both ALM and PLM systems
• Product/component/capability definitions exist in ALM System (RELM)
• Material and Part instances exist in PLM system
• Product/component/capability definitions in RELM and Material and Part instances
in PLM share a common abstract representation (OSLC PD)
© 2014 IBM Corporation8
Accelerating Product Innovation
Scenarios, with some examples
• I want to link an ALM change request and a PLM change request• Associate a PLM Change Request to update the Flight Director tactile interface
with an ALM Change Request to implement the relevant software changes
• Parent/Child relationship
• Associate a PLM Change Request to move flap sensor locations with an ALM
change request to retune the sensor fusion algorithms
• Blocking relationship
• I want to link an ALM change request and a PLM requirement• Associate an ALM Change Request to increase the width of forward Terrain
Avoidance Warning System (TAWS) sensing with the PLM Requirements for
sensor mounting orientation
• I want to link an ALM change request and a PLM part/material in a BoM• Associate an ALM Change Request for improved error detection for the Runway
Overrun Protection System (ROPS) sensors through a change to the electrical
signal characteristics and the inclusion of a different part number (sensor with
new interface) in the PLM BOM
© 2014 IBM Corporation9
Accelerating Product Innovation
Scenarios, with some examples
• I want to link an ALM requirement and a PLM requirement• Associate an ALM requirement for range of visibility for TAWS object detection
with a PLM requirement for angle of sensor mounting
• I want to link an ALM requirement and a PLM change request• Associate a PLM change request for hardware housing with ALM requirements
for adding Onboard Airport Navigation System (OANS)
© 2014 IBM Corporation10
Accelerating Product Innovation
Scenarios, with some examples
• I want to link an ALM product definition and a PLM change request• Associate a PLM Change Request to use an alternate Forward Looking Terrain
Avoidance (FLTA) sensor (smaller, cheaper, better, 6?) with an ALM product
definition for a different sensor software component
• I want to link an ALM product definition and a PLM part/material in a
BoM• Associate a PLM master product node for a TAWS sensor with an ALM product
definition for the sensor
© 2014 IBM Corporation11
Accelerating Product Innovation
OSLC SPECIFICATIONS RELEVANT TO ALM/PLM INTEGRATION
OSLC CM 2.0
Change
Management
OSLC RM 2.0
Requirements
Management
OSLC PD 1.0
Product Structure
Co-ordinating a product change
e.g. new market requirements,
safety regulation change, defect
fixes.
Enabling requirements
decomposition across
multiple systems
Allowing organization of lifecycle
artifacts and traceability between
different views of the product
All in the context of multiple versions and variants
FINALIZED FINALIZED DRAFT
DRAFT
© 2014 IBM Corporation12 IBM Confidential
Solution Architecture
© 2014 IBM Corporation13
Accelerating Product Innovation
Rational Engineering Lifecycle Manager
Visualize Analyze Organize
Cross domain views and navigation
Query, reporting, and impact analysis
Product, system and component definition
Customer Prioritization – Key ALM/PLM integration pain points
Change
Management
Requirements
ManagementProduct Structure
Co-ordinating a product change
e.g. new market requirements,
safety regulation change, defect
fixes.
Enabling requirements
decomposition across
multiple systems
Allowing organization of lifecycle
artifacts and traceability between
different views of the product
© 2014 IBM Corporation
Accelerating Product Innovation
Integrating Rational Change Management with PTC Windchill PDMLink
© 2014 IBM Corporation15 IBM Confidential
Change Management scenarios used to design the adapter
�Scenario 1: Change to Product Software arising from a field problem report
• Used to create Scene 1 of the Smart Golf Pull Cart example
�Scenario 2: Change to Product Hardware arising from a change in requirements
• Another example using the same implementation – not detailed here
© 2014 IBM Corporation16
Summary of the targeted Rational PLM integration solution (CM)
� Flexible Change Management approach:
• Product centric
• Federated discipline approach
� Linking approach provides progressive control:
• greatly increases cohesion in the cross-discipline and sub-team processes
• allows choices about where and when to use heavy/light process
• tailor for different disciplines needs e.g. level of granularity, use of approvals and controlled workflows
� Reduced effort and time to create and maintain change notices
� Reduced effort and time to check and correct “out of sync”
� Reduced effort and time to report status and align colleagues
� Reduced effort and time to pinpoint problems or opportunities
� Leading to greater engineering and innovative capacity
Target timeframe for CM and RELM integrations: 2H-2014
© 2014 IBM Corporation
Accelerating Product Innovation
Working with clients on additional scenarios for ALM/PLM integration
© 2014 IBM Corporation18
Example Airbus Use Cases for Requirements Management &
Product Structure
� UC1: Link requirement module to master product node
• Multiple level of design, shall be linked together with traces
• Selection of requirements sets from the requirements database and of corresponding
documents
• PLM shall store a baseline
� UC2: Under master product change request, change impact analysis identifies the
requirements to be changed
• After changing, the owning requirements module is re-baselined
� UC3: Prior to approval of completion of a master product change request, the requirement
changes are reviewed and comments are resolved or concessions agreed
• Reviews on a baselined reference.
• Reviewers will consider documents – connected or not
Target timeframe for RM and product structure integrations: 1H-2015
© 2014 IBM Corporation19
IBM Innovate conference activities for PLM integration
� Voice of the Customer Event (VoiCE)
• Sunday - One hour segment in the session, "Hot topics in systems and software
engineering," focused primarily on what we're showcasing at the conference, namely CM
integration between PTC Windchill and Rational Team Concert
• Tuesday afternoon - Special session, "Hands On Design of Scenarios to Address
Integration Pain Points," large group of customers (90+) registering spanning across both
Systems and IT interests, including brief introduction to IBM’s PLM integration strategy
• Wednesday afternoon (TENTATIVE) – PLM Customer Steering Committee, focus on
evolution of the RM & product structure use cases
� Birds of a Feather (BoF) - Tuesday 12:30-1:15, "Interoperability with PLM tools using
OSLC," designed for customers not participating in VoiCE
� Session CEE-2022: Wednesday 4:15-4:45, "Driving Product Development Across the
Bridge to Product Lifecycle Management," focus on PLM integrations with PTC Windchill
PDMLink
� IBM Rational Board of Advisors (BOA) meeting - Thursday 12:30-1:30 on PLM
integrations, based largely on what we present at the VoiCE session targeted to a different
levels of customers
� Exhibition floor - We'll have a pedestal in the Continuous Engineering zone for "PLM
Integrations" where we'll be demonstrating a Technical Preview of the Windchill CM
integration
© 2014 IBM Corporation
Accelerating Product Innovation
© Copyright IBM Corporation 2014. All rights reserved. The information contained in these materials is provided for informational purposes only, and is provided AS IS without warranty of any kind, express or implied. IBM shall not be responsible for any damages arising out of the use of, or otherwise related to, these materials. Nothing contained in these materials is intended to, nor shall have the effect of, creating any warranties or representations from IBM or its suppliers or licensors, or altering the terms and conditions of the applicable license agreement governing the use of IBM software. References in these materials to IBM products, programs, or services do not imply that they will be available in all countries in which IBM operates. Product release dates and/or capabilities referenced in these materials may change at any time at IBM’s sole discretion based on market opportunities or other factors, and are not intended to be a commitment to future product or feature availability in any way. IBM, the IBM logo, Rational, the Rational logo, Telelogic, the Telelogic logo, and other IBM products and services are trademarks of the International Business Machines Corporation, in the United States, other countries or both. Other company, product, or service names may be trademarks or service marks of others.
© 2014 IBM Corporation21
Accelerating Product Innovation
Engineering Lifecycle Manager provides a new platform for
lifecycle collaboration across enterprise artifacts
Engineering Lifecycle Manager
e.g. Structure
Rational Engineering Lifecycle Manager provides the key product and
structure for the engineering and ALM landscape and make these
available for queries and views across the available all enterprise
resources
•Product definition structure with Components, version identity
and variant Dimensions
•Component view with contributing artifacts
Product ABC123Ver Vn Dims D1..Dn
Component re-use
“find use “
Product ABC123 variantVer Vn Dims D1..Dn
Alternate Components
Options
Composite Product view ABC123Ver Vn Dims D1..Dn
Lifecycle Query
PLM RM
Requirements
view
Implementation
& other views
Product view
SCM
PLM part ref id
DocsERP