Global Engineering Collaboration
and IP Protection at Hilti
Daniel Draes, Hilti AG
PLM Innovation 2012, Munich, 23.02.2012
www.hilti.com
Eng.-Collaboration @ Hilti I D. Draes I 22.02.2012
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Agenda
● The Hilti Group
● The PLM Project
● IP-Protection and Global Collaboration
● Long-distance Collaboration
www.hilti.com
Eng.-Collaboration @ Hilti I D. Draes I 22.02.2012
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The Hilti Group
www.hilti.com
Eng.-Collaboration @ Hilti I D. Draes I 22.02.2012
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Hilti – a worldwide presence
● Founded in 1941 in Schaan, Principality
of Liechtenstein
● One of the leading global companies in
providing products, systems and
services to construction professionals
● Present in more than 120 countries on
six continents
● 2010: 20,000 employees, 3.5 billion EUR
turnover
● More than 60 nationalities at Group
Headquarters in Schaan, Liechtenstein
● Direct sales model
● 2003 winner of the Carl Bertelsmann
Prize for outstanding corporate culture
www.hilti.com
Eng.-Collaboration @ Hilti I D. Draes I 22.02.2012
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System solutions for construction professionals
www.hilti.com
Eng.-Collaboration @ Hilti I D. Draes I 22.02.2012
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Worldwide production network
Main R&D
Locations
www.hilti.com
Eng.-Collaboration @ Hilti I D. Draes I 22.02.2012
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Hilti IT Strategy:
Creating enthusiastic customers in
partnership with Hilti Business
Reliability
Agility
● In-house competence
● Anticipatory planning
● Industrialization
● Service orientation
● End-to-end
engineering &
execution
● Solution from stock
● Service level
agreements
● Agile Architecture
● Selective out-tasking
One Global IT Team
Standardized Client Environment
One integrated Business Application Environment
High available, performing computing and network setup
Cost and Value Management: IT Productivity and enabled Business Productivity
www.hilti.com
Eng.-Collaboration @ Hilti I D. Draes I 22.02.2012
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Hilti IT – Global Processes and Data (GPD/H2)
Globally harmonized Processes and Data (GPD)
+ centralized SAP ERP environment (H2) = GPD/H2
● One central SAP ERP, SAP ERP HCM, SAP NetWeaver BW, SAP
CRM, SAP NetWeaver PI, SAP NetWeaver Portal, SAP APO, SAP
eWM, SAP CUA, SAP SolMan system for all GPD/H2 organizations
● >95% of all business transactions worldwide on GPD/H2
● Centralized IT organization with approximately 370 people,
managing ~1000 servers globally; 2 Data Centers in Liechtenstein
● Global 24/6 service from three locations in US, Malaysia, and
Liechtenstein for operations, IT infrastructure, and network
● Strong application support and in-house development
● Local on-site support only for Office Automation
www.hilti.com
Eng.-Collaboration @ Hilti I D. Draes I 22.02.2012
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Agenda
● The Hilti Group
● The PLM Project
● IP-Protection and Global Collaboration
● Long-distance Collaboration
www.hilti.com
Eng.-Collaboration @ Hilti I D. Draes I 22.02.2012
10
PDM/PLM: The initial Situation
PPM Process Landscape
Search
PPM-2.1 Research
…
Product
Maintenance
Start from 1st “Design Release”
PPM-4.3 Changes to Products
R6
PPM-3.1 Technology
TP1
TP2
Phase out
PPM-5.1 Phase Out
PO1
TP3
PO2
PO3
PO4
PO5
PPM-3.7 Product Complaint Handling
TP4
PC1
DP2
DP3
DP4
R5
PC2
PC3
PC4
PC5
PPM-3.2 TTM
DP1
PPM-2.3 Definition Project
PPM-2.3 Definition Project
F1
Development
G1
G2
G3
G4
G5
G6
PPM-3.3 Approvals
PPM-3.4 Soft- & Serviceware
COMPASS V01
COMPASS V02
COMPASS
System / Application Landscape
PPM-3.5 Operating Instruction
• CAD: NX (homogeneous through all
organizations / departments)
• PDM: CID (in-house developed global
PDM System)
• ERP: SAP R/3 (ERP 6.0), single client
PPM-4.2 Patent
Application FMEA
Design-FMEA
System- FMEA
Others…
Process-FMEA
Processes were described and
established down to level 2
www.hilti.com
PPM-3.6 Risk Analysis
Eng.-Collaboration @ Hilti I D. Draes I 22.02.2012
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Project Vision & Phases
2008 - 2010
2011 - …
2007 - 2008
Implement
Harvest
Prepare
Drive PPM Productivity and Operational Excellence in Development
through effective and efficient PPM processes
www.hilti.com
Roadmap and
high-level Scope
Vendor
Evaluation
Process Review;
Setup &
Test
Requirements Def.
Functional
Enhancements
Implementation
& Go-Live
ICP
Rollout
Process Improvements /
Benefit Tracking
Eng.-Collaboration @ Hilti I D. Draes I 22.02.2012
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PDM/PLM: Scope
Processes
Data Management
Production
Equipment
Product
Development
Product
Variants
Production
Preparation
Sales
Items
Professional
Service
Phase
Out
Engineering Change Management
Collaboration
Standards
Support Processes
System / Application
• Directly integrate CAD and all engineering processes into SAP
ERP using DSC Engineering Control Center (ECTR)
in 11 BUs, 9 Plants, 6 countries
www.hilti.com
Eng.-Collaboration @ Hilti I D. Draes I 22.02.2012
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Implementation Partner
•
DSC Software AG:
Main implementation partner
•
SAP (CH) AG:
Selective consulting support
•
joinApps AG:
Print & Plot
•
Infosys Technologies Ltd:
Support for Vendor Evaluation
www.hilti.com
Eng.-Collaboration @ Hilti I D. Draes I 22.02.2012
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Success Factors
• Close collaboration between business & IT
• Intensive Stakeholder Management
• Manage Expectations: No immediate high-value payback
• Fix time & fix budget, manage Scope
• Carefully select solutions & implementation partner
• Avoid big-bang – a parallel operation of two systems is
possible
• Develop requirements along pilot installation (usability is key!)
www.hilti.com
Eng.-Collaboration @ Hilti I D. Draes I 22.02.2012
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Carefully Select Solutions and Implementation
Partner
•
Market screening with strong support from independent consulting
partner (Infosys)  Build short list
•
Request for Information (RFI) following formal proven approach from
consulting partner
•
Pilot installations of short-list candidates in our environment;
assessment workshops with experienced business participation
•
Assessment of vendors’ capabilities to adjust to Hilti-specific
requirements (two weeks “Proof of Concept”)
 Structured assessment considering the dimensions solution and
vendor maturity, functional coverage, strategic fit (including ITstrategy), total cost of ownership (TCO) , and “vendor behavior”
www.hilti.com
Eng.-Collaboration @ Hilti I D. Draes I 22.02.2012
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Avoid Big-Bang: Run Global PDM Systems in Parallel
All PDM Product Data
Product Data Phase 1 BUs
• Scope calculation
minimizing overlap
region
Phase 2
At
Go-Live
Phase 1
Data used in multiple products /
projects
Phase 1 Migration
Phase 1
Data
New Data created by
Phase 1 BUs
New Data Phase 2 BU’s
After
Go-Live
Phase 1
Data
Ownership
www.hilti.com
Decisive:
Periodical
Delta Migration
Old Data
Phase 1
BUs
Old PDM System
• Uniquely assign
data ownership
(keeping overlap
region in old
system)
• Execute frequent
delta-migration (old
to new system)
New PDM System
Eng.-Collaboration @ Hilti I D. Draes I 22.02.2012
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Usability: SAP for Engineering Departments
www.hilti.com
Eng.-Collaboration @ Hilti I D. Draes I 22.02.2012
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Agenda
● The Hilti Group
● The PLM Project
● IP-Protection and Global Collaboration
● Long-distance Collaboration
www.hilti.com
Eng.-Collaboration @ Hilti I D. Draes I 22.02.2012
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IP-Protection and Global Collaboration
Requirements
•
Engineering Data (CAD-Data, Drawings, other Documents, BOMs,
certain Material Data, Change Documentation) must be protected from
visibility outside Europe (except explicitly approved)
•
Re-usage of parts must be possible also across international locations
•
Global engineering projects across international locations must be
possible (especially between Europe and Asia)
 Data needs to be protected by default
 It needs to be possible to make data visible on demand
www.hilti.com
Eng.-Collaboration @ Hilti I D. Draes I 22.02.2012
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Situation in SAP ERP 6.0 (w/o PLM 7)
•
Relevant objects do not contain organizational assignments
(i.e. protection via plant, sales-org., company code, etc. is not available)
•
Access control lists (ACL) are available on documents but do not
deliver suitable solutions (AND: are not available on material, BOM,
ECM)
•
The field “authorization group” is available on all objects, but w/o logic
 Implementation of logic controlling the authorization group values on
all objects depending on certain parameters (business logic)
 Setup of authorization roles using the auth. group values
 Improvements with PLM 7 ??
www.hilti.com
Eng.-Collaboration @ Hilti I D. Draes I 22.02.2012
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Usability of Authorization Assignment
•
Avoid complicated automation
• Rules like “all parts in a certain project” do not offer necessary
security (who can assign a part to a project?)
•
Transparency on visibility settings improves communication
•
Manual assignment (supported by easy mass-functions) controlling
who is allowed to change visibility settings and also supports an easy
log of who has changed visibility
 The new process has been adopted very fast by business and is not
seen as a burden (but rather as a good support of business)
www.hilti.com
Eng.-Collaboration @ Hilti I D. Draes I 22.02.2012
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Transparency on visibility settings
www.hilti.com
Eng.-Collaboration @ Hilti I D. Draes I 22.02.2012
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Agenda
● The Hilti Group
● The PLM Project
● IP-Protection and Global Collaboration
● Long-distance Collaboration
www.hilti.com
Eng.-Collaboration @ Hilti I D. Draes I 22.02.2012
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Background: CAD-Integration into SAP ERP
•
SAP ERP returns HTTP addresses
of files; clients fetch directly from CS
•
•
RF
C
Clients communicate to SAP ERP via
RFC
RF
C
•
RF
C
File storage: Content Server (CS) of SAP
Knowledge Provider (KPRO)
DSC Filespace replaces local storage
of checked out working versions
HTTP
CS
Convert
Plot
CAD
CAD
UN
C
HTTP
UNC
UNC
CAD
DSC Filespace
TCP
Convert service generates neutral
formats for archive/print/plot
www.hilti.com
C
RF
•
KPRO
All meta data managed in SAP ERP
HTTP
•
SAP R/3 (P11)
?
?
Eng.-Collaboration @ Hilti I D. Draes I 22.02.2012
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Multi-Site Implementation
DSC Filespace
CAD
CAD
CAD
RFC
HT
TP
HTTP
RF
C
CAD
CAD
RFC
TCP
UN
UNC
HTTP
DSC Filespace
TCP
?
HAG/P1/P3
?
UN
UNC
• as DSC Filespace also
caches, KPRO can be
skipped in sites with
good network
connection
C
HTTP
UNC
UNC
CAD
Convert
Plot
CAD
C
CSC
UNC
FC
R
UN
HTTP
CAD
TCP
?
Convert
Plot
CAD
CAD
www.hilti.com
FC
?
HTTP
R
C
RF
KPRO
CS
• KPRO content/cache
in major sites
HTTP
CAD
HTTP
HTTP
KPRO
CSC
HTTP
C
RF
ADS/P88
CS
DSC Filespace
TP
HT
CS
HEG/P6
DSC Filespace
HTT
P
CSC
C
UNC
RFC
KPRO
CAD
HTTP
SAP R/3 (P11)
?
P4
P10
P9
P8
?
CAD
UNC
UNC
UNC
UNC
CAD
UNC
CAD
UNC
UNC
Convert
Plot
CAD
UNC
CAD
DSC Filespace
DSC Filespace
DSC Filespace
Eng.-Collaboration @ Hilti I D. Draes I 22.02.2012
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Long Distance Collaboration
Functionality of SAP KPRO:
● At check-in, CAD-files are moved into nearest SAP Content Server;
existing copies in all caches are invalidated
● With next access, files will be copied to the cache at requesters location
● No possibility to influence SAP Caching behavior
Challenge:
•
Access in location B immediately after check-in in location A causes a file
transfer from location A to location B
•
A long-distance WAN between A and B results in substantial waiting times
for this transfer
•
The reason for the waiting time is in-transparent to the user
www.hilti.com
Eng.-Collaboration @ Hilti I D. Draes I 22.02.2012
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The concept of cheap vs. expensive
•
A new storage category-customizing table defines per site, which KPRO
repository is near-by (= cheap) and which is far away (= expensive)
•
The data-fetch mechanism of the ECTR is enhanced by the following logic:
• If the local Filespace contains the latest version, it presents it to the user
• If not, the ECTR checks the repository
• If fetching is cheap, ECTR requests the file from the KPRO
• If fetching is expensive, ETCTR displays a pop-up to offer the user
the choice between expensive collection of the latest version, or
loading of the currently stored (outdated) version
An over-night sync-job preloads the local filespace to eliminate waiting
times
•
Filespace
FS
KPRO
CS
KPRO
CSC
CS
WAN
www.hilti.com
CSC
Filespace
FS
LAN
Eng.-Collaboration @ Hilti I D. Draes I 22.02.2012
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Take away
•
SAP ERP out of the box does not offer sufficient engineering data
protection or global collaboration support
•
User exits allow to develop authorization mechanisms which comply
to company specific data protection requirements
•
Global collaboration can be improved by applying logic into the DSCFilespace component
•
The enhanced logic of cheap vs. expensive is meanwhile standard in
ECTR
www.hilti.com
Eng.-Collaboration @ Hilti I D. Draes I 22.02.2012
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Thank you for your
attention.
www.hilti.com
Eng.-Collaboration @ Hilti I D. Draes I 22.02.2012
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