Windchill®PPMLink™ Product Overview -...

Windchill®PPMLink™ Product Overview PPM for Product Development

Solution Background Windchill

© PPMLink ™

PTC’s Sharp Focus on Product Development Processes

Organization Plan Concept Design Validate Production Support

Sales&Mktg

Management

Engineering

Sourcing

Manufacturing

Service

Portfolio Management

Program Management

Project Management

Environmental Performance Management Regulatory Compliance

Quality & Reliability Management

Change and Configuration Management

Proposal Response

Requirements Capture and Management

Concept Development

System Design

Detailed Design Verification and Validation

Variant Design & Generation Design Outsourcing

Early Sourcing

Component and Supplier Management

Manufacturing Process Management

Tooling Design and Manufacture

Manufacturing Outsourcing

Product Support Analysis & Planning

Technical Information Creation & Delivery Performance Analysis & Feedback

Understanding the Processes. More than Semantics.

>Portfolio Management… – …Prioritize & select development investments – …Align development resources with product strategy – …Maintain & coordinate product development initiatives >Program Management… – …Plan & manage cross-project timelines and milestones – …Align & coordinate cross-functional project teams – …Continually evaluate program against product strategy >Project Management… – …Schedule work and assigns resources to tasks – …Collect data for cost, utilization & progress reporting – …Execute tasks and produce specific work products

Key Challenges to Implemeting the Processes

Portfolio mgmt.

Portfolio - Product Families or Product Groups

Investment in the Right Programs

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Tractors AWD loaders

Sub Portfolio – Product Lines or Product Programs

Aggregation of Performance Metrics

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1000 SERIES 2000 SERIES 800 SERIES 600 SERIES 400 SERIES Consistent Program Execution

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Program mgmt.

840 Development

Programs

825 Sustainment

880 Development

New Technology Development

Projects

Allocating and Managing Resources

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Projects mgmt.

825-003 Release

Cost Reduction

Control System Design

Supplier Identification

Prototype Development

Coordination & Alignment of Project Teams

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Product Overview Windchill PPMLink™

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What is Windchill PPMLink? Program Portfolio Management for Product Development > Manage Portfolios of Product Development Programs > Govern Critical Development Programs > Designed for Program Managers, Product Line Managers, & Product Development Executives

>Delivers Engineering Content directly to Product Development Decision Makers

Windchill PPMLink Key Benefits Addresses Each Key PPM Product Development Business Processes

> Overall Solution Features

–Windchill Integration –Stage & Gate Program Governance –Hierarchical Program Organization –Configurable Scorecards & Dashboards –Issue & Risk Management –Demand & Idea Management –Portfolio Scenario Analysis –Project Selection –Project Management –Resource Management –Time Reporting

> What Customers Really Like

–Provides transparency & visibility to program execution for all decisions makers. –Enables top-down portfolio planning and management without requiring detailed project data. –Provides the flexibility to leverage detailed project data when it is available. –Enables teams to manage programs & projects using Microsoft SharePoint, Project ，Server, Project or a combination of each.

Windchill PPMLink™ : Microsoft Project Server 2010 Business Solution

> Technology Requirements – Microsoft SharePoint Server 2010, Enterprise Edition – Microsoft Project Server 2010 > Optional Components – Microsoft Project Professional – Windchill PLM Suite • Windchill PDMLink / ProjectLink • Windchill Web Parts for SharePoint

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Windchill © ™ PPMLink 1.0 Major Capabilities

> Windchill Integration for transparent access to product data and generating product related metrics

> Program Process Management for definition & execution of product development processes

> Hierarchical Program Management for product development programs

> Scorecards & Metrics for defining strategy & measuring performance

> Microsoft Project Server 2010 Integration for portfolio analysis, resource management and enterprise project management needs

Feature Details

Windchill PPMLink™ ©

Windchill Integration

> Windchill PPMLink & Windchill PLM

– Leverages Windchill Web Parts for SharePoint to gain transparent access to Windchill product data.

> Key Capabilities

– Find & Associate Deliverable Content • Windchill Parts & Documents • Other Content through WWP Configuration

– View Content Metadata in SharePoint – Provide Content Visibility across Teams – Maintain Integrity of Windchill Security – Populate Lists with Product Data – Calculate Metric Values from Product Data – Baseline Associations to Specific Versions

Windchill Integration

Program Process Management > Windchill PPMLink Programs – A product development effort governed by a specific management process. – Represents new product introduction, sustaining engineering, platform & technology development, and other governed initiatives.

> Key Capabilities

– Create Program Templates – Manage Gate Deliverables – Build Program Scorecards – Assemble Gate Packages – Capture Executive Sign-offs – Baseline Data at Key Milestones – Manage Issues & Risks – Monitor Project & Product Metrics

Program Process Management

Hierarchical Program Management

> Windchill PPMLink Portfolios

– Collections of programs & portfolios that align to a common strategy. – Represents divisions, product lines, products or long-running programs.

> Key Capabilities

– Define Portfolio Objectives – Create Portfolio Strategies – Assess Alignment Through Surveys – Measure Performance Through Metrics – Manage Governance Calendars – Aggregate Metrics from Portfolio Members – Configure Portfolio Dashboards – Configure Charts & Graphs

Hierarchical Program Management

Scorecards & Metrics > Windchill PPMLink Metrics

– Quantitative measures of program or portfolio performance against a specified

> Key Capabilities

– Organize into Scorecards – Define Goals & Thresholds – Derive Values Directly from Source • Windchill PDMLink & ProjectLink • Microsoft Excel Spreadsheets • Microsoft SharePoint List Data • Microsoft Project Server Project Attributes – Inherit from Parent Portfolios – Roll up through Portfolio Hierarchy – Visualize in Charts & Graphs

Scorecards & Metrics

Microsoft Project Server 2010 Integration

> Windchill PPMLink & Project Server

– Installs directly into the Microsoft Project Server eb Application (PWA) on SharePoint.

> Key Capabilities

– Create Program Master Schedules – Build Program Resource Plans – Analyze Project Selection Scenarios – Derive Metric Values from Project Server – Leverage Project Server Capabilities • Enterprise Project Management • Resource Management • Demand Management • Project Financials • Time Reporting

Microsoft Project Server 2010 Integration

Summary

Improve Product Development PPM Processes

Windchill

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PPMLink ™ will help you…

> Focus Resource Investment on Projects that Matter Most

> Establish Consistent Governance across Development Programs

> Measure Development Initiatives with Meaningful Performance Metrics

> Effectively Manage & Balance Product Development Resources

> Efficiently Assemble Information for Executive Reviews

> Align Cross-functional Program Team Members