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© 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
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The IBM Rational Strategy for integrating with PLM · PDF fileThe IBM Rational strategy for integrating with Product Lifecycle Management ... • Reviews on a baselined reference.

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Page 1: The IBM Rational Strategy for integrating with PLM · PDF fileThe IBM Rational strategy for integrating with Product Lifecycle Management ... • Reviews on a baselined reference.

© 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

Page 2: The IBM Rational Strategy for integrating with PLM · PDF fileThe IBM Rational strategy for integrating with Product Lifecycle Management ... • Reviews on a baselined reference.

© 2014 IBM Corporation2

Accelerating Product Innovation

Please Note:

IBM’s statements regarding its plans, directions, and intent are subject to change or

withdrawal without notice at IBM’s sole discretion.

Information regarding potential future products is intended to outline our general product

direction and it should not be relied on in making a purchasing decision.

The information mentioned regarding potential future products is not a commitment, promise,

or legal obligation to deliver any material, code or functionality. Information about potential

future products may not be incorporated into any contract. The development, release, and

timing of any future features or functionality described for our products remains at our sole

discretion.

Performance is based on measurements and projections using standard IBM benchmarks in

a controlled environment. The actual throughput or performance that any user will

experience will vary depending upon many factors, including considerations such as the

amount of multiprogramming in the user's job stream, the I/O configuration, the storage

configuration, and the workload processed. Therefore, no assurance can be given that an

individual user will achieve results similar to those stated here.

Information is confidential and must not be shared or redistributed without permission from

IBM. Plans are based on best information available and may change in future.

Page 3: The IBM Rational Strategy for integrating with PLM · PDF fileThe IBM Rational strategy for integrating with Product Lifecycle Management ... • Reviews on a baselined reference.

© 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

Page 4: The IBM Rational Strategy for integrating with PLM · PDF fileThe IBM Rational strategy for integrating with Product Lifecycle Management ... • Reviews on a baselined reference.

© 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

Page 5: The IBM Rational Strategy for integrating with PLM · PDF fileThe IBM Rational strategy for integrating with Product Lifecycle Management ... • Reviews on a baselined reference.

© 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

Page 6: The IBM Rational Strategy for integrating with PLM · PDF fileThe IBM Rational strategy for integrating with Product Lifecycle Management ... • Reviews on a baselined reference.

© 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

Page 7: The IBM Rational Strategy for integrating with PLM · PDF fileThe IBM Rational strategy for integrating with Product Lifecycle Management ... • Reviews on a baselined reference.

© 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)

Page 8: The IBM Rational Strategy for integrating with PLM · PDF fileThe IBM Rational strategy for integrating with Product Lifecycle Management ... • Reviews on a baselined reference.

© 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

Page 9: The IBM Rational Strategy for integrating with PLM · PDF fileThe IBM Rational strategy for integrating with Product Lifecycle Management ... • Reviews on a baselined reference.

© 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)

Page 10: The IBM Rational Strategy for integrating with PLM · PDF fileThe IBM Rational strategy for integrating with Product Lifecycle Management ... • Reviews on a baselined reference.

© 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

Page 11: The IBM Rational Strategy for integrating with PLM · PDF fileThe IBM Rational strategy for integrating with Product Lifecycle Management ... • Reviews on a baselined reference.

© 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

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© 2014 IBM Corporation12 IBM Confidential

Solution Architecture

Page 13: The IBM Rational Strategy for integrating with PLM · PDF fileThe IBM Rational strategy for integrating with Product Lifecycle Management ... • Reviews on a baselined reference.

© 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

Page 14: The IBM Rational Strategy for integrating with PLM · PDF fileThe IBM Rational strategy for integrating with Product Lifecycle Management ... • Reviews on a baselined reference.

© 2014 IBM Corporation

Accelerating Product Innovation

Integrating Rational Change Management with PTC Windchill PDMLink

Page 15: The IBM Rational Strategy for integrating with PLM · PDF fileThe IBM Rational strategy for integrating with Product Lifecycle Management ... • Reviews on a baselined reference.

© 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

Page 16: The IBM Rational Strategy for integrating with PLM · PDF fileThe IBM Rational strategy for integrating with Product Lifecycle Management ... • Reviews on a baselined reference.

© 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

Page 17: The IBM Rational Strategy for integrating with PLM · PDF fileThe IBM Rational strategy for integrating with Product Lifecycle Management ... • Reviews on a baselined reference.

© 2014 IBM Corporation

Accelerating Product Innovation

Working with clients on additional scenarios for ALM/PLM integration

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© 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

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© 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

Page 20: The IBM Rational Strategy for integrating with PLM · PDF fileThe IBM Rational strategy for integrating with Product Lifecycle Management ... • Reviews on a baselined reference.

© 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.

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© 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