1

Playbook Comparison Summary

2

PLM Playbook Comparison Agenda

• PLM vs PIM• PQM vs Siebel Quality vs EBS Quality• PPM vs Oracle Projects• PCM vs Oracle Sourcing• PG&C vs Oracle GRC Solutions

3

Playbook Comparison SummaryPLM & PIM

New Product Development & IntroductionNew Product Development & Introduction• Product Data Management• Part, BOM & AML, Doc & IP Mgmt• Formula and Recipe Mgmt• Package Management• Collaboration, Release and Change Mgmt• Create & Manage Option BOMs• Customer Needs Mgmt• Design Data Management & Collaboration• Product Portfolio & Program Mgmt

• Resource & Schedule Mgmt• Product Quality & Compliance Mgmt• Product Cost Mgmt • Design for X • Device Master Record Management• Design History File

New Product Development & IntroductionNew Product Development & Introduction• Product Data Management• Part, BOM & AML, Doc & IP Mgmt• Formula and Recipe Mgmt• Package Management• Collaboration, Release and Change Mgmt• Create & Manage Option BOMs• Customer Needs Mgmt• Design Data Management & Collaboration• Product Portfolio & Program Mgmt

• Resource & Schedule Mgmt• Product Quality & Compliance Mgmt• Product Cost Mgmt • Design for X • Device Master Record Management• Design History File

Product Lifecycle Management

Buy Side ManagementBuy Side Management• Component Catalog Mgmt

Master Data Mgmt (if multiple PLM/ERPMaster Data Mgmt (if multiple PLM/ERP))• Data Consolidation, Cleansing and X-ref • Global Part, BOM and Supplier Master• Product Data Hub -- Integrate and Synchronization heterogeneous systems

Sell Side Management (Sales Readiness)Sell Side Management (Sales Readiness)• Enrich Product Record with Channel, Customer and Region Specific Information• Create sales bundles• Synchronize to Industry Data Pools (1Sync)• Create & Manage Packaging Hierarchies• Manage sales variants, models and SKUs

Buy Side ManagementBuy Side Management• Component Catalog Mgmt

Master Data Mgmt (if multiple PLM/ERPMaster Data Mgmt (if multiple PLM/ERP))• Data Consolidation, Cleansing and X-ref • Global Part, BOM and Supplier Master• Product Data Hub -- Integrate and Synchronization heterogeneous systems

Sell Side Management (Sales Readiness)Sell Side Management (Sales Readiness)• Enrich Product Record with Channel, Customer and Region Specific Information• Create sales bundles• Synchronize to Industry Data Pools (1Sync)• Create & Manage Packaging Hierarchies• Manage sales variants, models and SKUs

Product Information Management

Enterprise Product Record

PLM and PIM = Enterprise Product Record

Concept to Release (NPI)

Release to Sales-Readiness

Concept Release Sales-Readiness

eCommerceeCommerce

ERP/FINERP/FIN MfgMfg

CRMCRM

ServiceService

Multi Channel CommerceNew Product Definition and Introduction

Concept Design Prototype Release Service EoLProduction Sales

CustomerCustomerMarketing and Sales

Marketing and Sales

OperationOperationEngineerEngineerCustomerProduct MgtCustomer

Product Mgt

Agile Enterprise Product Lifecycle Management

Customer Needs Management

Product Cost & Compliance Mgmt

Engineering Collaboration

Product Project and Portfolio Management

Product Obsolescence

Product Quality & Service Mgmt

Product Collaboration– Item, BOM, Document and Change Management

Oracle Product HubOracle Product Hub

Buy-sideBuy-side

PIM (Component PIM (Component master)master)

Sell-sideSell-side

(Sales Configurations and (Sales Configurations and product info across product info across

channels)channels)

Master Product Master Product Information Information

across systems across systems (BOM master)(BOM master)

Integration and Mapping to different Integration and Mapping to different systemssystems

Master Data control and governanceMaster Data control and governance

DFX

CRMCRM

Order MgmtOrder Mgmt

Data PoolData Pool

SourcingSourcing

SuppliersSuppliers

Oracle Enterprise Product Record

PIM PLM Feature ComparisonOracle Solution

Concept to Sales Readiness Process (future)

AIA

Release Product

Record

Create Project with Team Members and Deliverables

Search for Reusable Parts and

Documents

Create Items, Manufacturer

Parts, and AMLs

Publish Engineering BOM from CAD and

Review Structure

Review BOM Cost, Quality,

and Compliance

Add Drawings, Schematics, Spec Sheets, and MPIs

Create, Route, Collaborate on

ECO

Analyze ECO, Set Target Effectivity Dates, Approve

and Release ECO

PLMConcept to Release

PIMConsolidate Information From External Systems

Generate and Manage SKU

Variants

Create Sales Bundles

(MTS and ATO)

Enrich with Channel, Customer and Region Specific Information

Transform & Synchronize to Sell-

Side Applications

Create & Manage Packaging Hierarchies

Manage channel, customer & region specific catalogs

Synchronize to Industry Data Pools(i.e. GDSN/1Sync)

Validate ECO, Items, AMLs,

BOMs, & Ref. Des

Release to Sales Readiness

Enterprise BOMEnterprise BOM

PIM PLM Integration StrategyNew Product Development To Market Readiness (future)

Sales Configurations

for each channel Orgs

New ProductDevelopment

Approvefor

Release

Market & Sales Ready

Product Manager

Validate &Approve

Designer

Operations

Sales

Cross Functional Collaboration

ERPERP MfgMfg SCMSCM

•Consolidate Pricing, Region, Channel Info

•Trading Partner (i.e. OneSync) Information

•Mapping for downstream systems

•Publish to channels and data pools

Real-Time Updates and Dynamic Drill Down

Release Product Record

Oracle PIMOracle PIM

Agile PLMAgile PLM

LegendLegend

Release Marketing/Sales Record

Part & BOMMgmt

Product Portfolio management

Change Control & Workflow

Product Quality &

Compliance

Changes throughout the lifecycle

Marketing

Form Master Product Record

Synchronize PLM, PIM, & Other Apps

AIA AIA

AIA

MfgMfgMfgMfg

ERPERPERPERP

SCMSCMSCMSCM

Product Cost Mgmt

PIM PLM Playbook Processes varies by Industry by common need

Industry PLM Drivers PIM Drivers

Manufacturing -Collaboration and product data mgmt-Engineering systems integration-Product Cost, Quality and Compliance mgmt-Project and Portfolio mgmt-Customer needs mgmt

-Sell-side – manage sales configurations variants across channels, Global data sync-In-side – MDM across multiple PLM, mfg and ERP systems-Buy-side – Central Component supplier mgmt across divisions

Service – Telco/Fin

-Concept configuration mgmt

-Lifecycle project tracking

-Change management

-Sales configuration- Service bundles

-Integration and mapping to OSS and BSS systems

Retail -Private label design and Slow build item

-Sourcing and collaboration

-Supplier new item induction

-Assortments across channels

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Playbook Comparison SummaryCRM, MFG and PLM Quality Management

Concept-to-Release Procure-to-Pay Demand-to-Build Nonconformance Management

Corrective Actions

Inventory Management

Supported Business Processes

Oracle’s Enterprise Quality LandscapeBusiness Processes

ERP

PLMCRM

Oracle E-Business Suite

Oracle Siebel CRM

OracleAgile PLMProduct Issue and

CAPA Awareness

Product Changes

Con

tain

men

t Ale

rtin

g

Lot V

isib

ility

Production

EngineeringS

ervi

ce

Root C

ause

Issue-to-ResolutionOrder-to-Cash

Quality PlaybookComplementary products together deliver total Enterprise Quality solution

Siebel CRM EBS MFG/SCM Agile PLMProduct Siebel Contact Center/Service EBS Quality Mgmt Agile PQM

Quality Events

Customer Quality Events Manufacturing, Supply Chain and Repair Quality Events

Product Quality Events

Quality Process

• First responder” for product issues from customer

• Focused on the triage of quality issues

• First call close, or self repairing problem with no escalation required

• Critical product problems needing dynamic escalation

• Escalates to ERP for Inventory Quality Issues

• Escalates to PLM for Product Design Issues and Product Change Resolution

• Knowledge Base of Resolutions• Closed loop repository of known

issues and solutions • Closed loop notifications for

proactive customer management and retention

• Integrated activities for supply chain quality management

• Receiving inspection• Shop floor operations• Warranty, service, and depot

repair• Resolve escalations from CRM• Escalates to PLM for Product

Design Issues and Product Change Resolution

• Manufacturing and Supply Chain CAPA

• The PLM mission is to drive improved quality and maintain compliance at every stage of the product life cycle

• Manage & resolve quality events from product development & QA

• Resolve escalates from CRM and ERP

• Product and supplier CAPA• Knowledge Base of Known Quality

Events• Drives Design Reuse and Design

for Quality Initiatives• Proactive Quality avoidance,

don’t design in known quality parts or suppliers

• Regulated Quality Mgmt System• Compliance data set• DMR, R/A Docs, Risk Mgmt, DHF

• Siebel Contact Center/Service “owns” the Customer in the Enterprise

• EBS Quality “owns” the Inventory and Assets in the Enterprise

•Agile PLM “owns” the Product BOM in the Enterprise

Siebel Service (CRM / Mfg Service)

1. Customer Complaint

3. Record Resolution in Knowledge

Base

2. Escalate to PLM

4. Customer Contacted

AIA Integration PlatformAIA Integration Platform

EBS (ERP)

BOM

Failure Analysis Process

1. Pending

2. Submitted

3. In Process4.

Closed

Failure Analysis Process

1. Pending

2. Submitted

3. In Process4.

Closed

Quality Action Process (CAPA)Problem (Issue) Process

1. Pending

3. Containment

5. Closed4. Open

2. Owner Review

Quality Action Process (CAPA)Problem (Issue) Process

1. Pending

3. Containment

5. Closed4. Open

2. Owner Review

1. Pending

2. Submitt

ed

4. Root Cause

7. Validate

3. In Queue

8. Closed

6. Solution Proposed

5. Solution Design

Quality Action Process (CAPA)

1. Pending

2. Submitt

ed

4. Root Cause

7. Validate

3. In Queue

8. Closed

6. Solution Proposed

5. Solution Design

Quality Action Process (CAPA)

ECO Process

1. Pending

2. Review

4. Pre CCB

5. CCB7.

Implemented

3. Submitted

6. Released

ECO Process

1. Pending

2. Review

4. Pre CCB

5. CCB7.

Implemented

3. Submitted

6. Released

Siebel Service - PQM Closed Loop Process Diagram (future)

Oracle EBS Quality ManagementPosition in the Enterprise Quality Landscape

• EBS Quality in the ERP Quality Environment• Integrated activities for supply chain quality management

• Receiving inspection• Shop floor operations• Warranty, service, and depot repair

• Can leverage OBIEE for analysis and metrics management

• EBS Quality in the Enterprise Quality Environment• One of three legs for total enterprise quality coverage• EBS Quality “owns” the Inventory and Assets in the Enterprise• Focused on the quality issues not related to product design or development• Bi-directional information stream for quality resolution and auditable closed-

loop CAPA management• Essential part of any regulated industry’s TQM and Compliance Environment

Oracle Siebel Problem/Issue ManagementPosition in the Enterprise Quality Landscape

• Siebel Contact Center/Service in the CRM Quality Environment• “First responder” for product issues from customer

• Provides Problem Triage for Product problems• Provides quality processes to resolve issues quickly

• Always a part of enterprise quality environment• Acts as an escalation engine for problem resolution• Has detailed OBIEE overlay for analysis and metrics management

• Siebel Contact Center/Service in the Enterprise Quality Environment

• One of three legs for total enterprise quality coverage• Siebel Contact Center/Service “owns” the Customer in the Enterprise• Focused on the triage of quality issues

• Resolves simple issues in “First-Call” process• Escalates to ERP for Inventory Quality Issues• Escalates to PLM for Product Design Issues and Product Change

Resolution• Bi-directional information stream for quality resolution and auditable closed-

loop CAPA management• Essential part of any regulated industry’s TQM and Compliance Environment

Siebel Contact Center & Service Solution Initial Point of Contact with Key Constituents

• Central source of all external contacts and issues• Critical, important, or trivial• Customers, Field Service, and Vendors

• “First responder” for triage of product issues• First call close, or self repairing problem with no escalation required• Critical product problems needing dynamic escalation• Trending product problems with automated or dynamic escalation• Threshold product problems with automated or dynamic escalation

• Knowledge Base of Resolutions• Closed loop repository of known issues and solutions • Closed loop notifications for proactive customer management and

retention

Agile PLM Product Quality ManagementPosition in the Enterprise Quality Landscape

• PQM in the PLM Quality Environment• Logical extension of the Agile PLM PC Platform• Stand-alone Closed-Loop Quality system

• Auditable Closed-Loop “Problem to Resolution”• Use as repository for all enterprise quality issues and resolutions• Supports CFR 21 Part 11 for all PQM, PPM, PCM, PC, and PG&C

processes• Has detailed OBIEE Analytics overlay for analysis and metrics management

• PQM in the Enterprise Quality Environment• One of three legs for total enterprise quality coverage• Agile PLM “owns” the BOM in the Enterprise• Focused on the quality issues escalated from CRM and ERP• Bi-directional information stream for quality resolution and auditable closed-

loop CAPA management• Essential part of any regulated industry’s TQM and Compliance Environment

Siebel CRM

Service Request logged

Oracle EBS

Corrective ActionRequest (CAR) logged

CAR Review

Implements process change

CAR action iscomplete and

closedCustomer Service views status of CAR

Customer call

Customer informed

Use Case for Integrated Enterprise Quality Management Example: Issue to Resolution using AIA (Futures)

If Process change is required

Agile PQM

Product design change request

reviewed

Design changeapproval process

Factored in future

product designs

Ap

plicatio

n In

teg

ration

Arch

itecture

(A

IA)

Ap

plicatio

n In

teg

ration

Arch

itecture

(A

IA)

Requires CAR

Status & Resolution

Design Change required

Change Implementation

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Playbook Comparison SummaryAgile PPM and EBS Projects

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Agile PLM - PPM and EBS Project PlaybookComplimentary Project and Program Management Solutions

Oracle EBS Agile PLMProduct Oracle Projects Agile PPM

Focus Track, Manage and Link Work Structure and Resources to Financials for Accurate and Timely Budget, Forecast, Expense, Revenue and Billing

Management

Coordinate Tasks, Activities and Deliverables and Synchronize Resources and Schedules across Global

and Outsourced Sites, Organizations and Business Units to Improve velocity and predictability of Product

Development and Introduction

Synopsys The Project is the Product/Service• The projects is the delivered product, IT

projects, ETO, Construction, Oil & Gas, A&D, SI consulting

The Project creates a Product• New Product Development & Introduction

focused

Project Processes

• Project Financials• Manage work structure breakdown with

assigned resources and assets • Tight integration with financials• Milestone and Gate completion trigger

revenue and billing• Project Costing and Billing• Deliverables signal a financial event

(revenue/billing)

Project EV Reporting

Asset Capitalization

• Program Execution• Manage Phases/Gates, tasks and deliverables• Distributed Task Management• Enterprise Schedule & Resource Management• Tight integration to the Product Record (parts,

BOMs, document, ECO, CAPA)• Product Record lifecycle changes (ex: preliminary

to released) trigger automate task and deliverable closure and phase/gate updates

• Deliverables signal the creation or release of Product IP (Part, BOM, ECO, CAPA)

Goal Manage Financials. Billing and Assets Synchronize resources and schedules to improve product development throughput

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Agile Product Portfolio Management

Product Portfolio Management™ enables enterprise level, phase-gate program and project collaboration and resource optimization across your portfolio of New Product Development & Introduction projects and processes

Capabilities Phase/Gate Program & Project

Management Integrated Project to Product Record

Process and Management NPD&I Resource Management Supply Chain Project Collaboration Dynamic Portfolio Analysis and Control

Customer Benefits Coordinate activities & schedules

across sites, organizations and partners

Optimize development investment Global Visibility for Program Status

and Health Enables Globalized collaborative

Design and Project Execution Enables predictability of schedules &

resource utilization for NPD&I

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Execute

Control

Plan

• View progress• Manage changes• Forecast at completion

• Establish plan• Assign resources• Automatically

create budget & forecastz

• Complete deliverables

• Share documents• Raise issues • Update progress

• Manage performance & exceptions

• Communicate status

Oracle Projects ManagementPart of Oracle Project Suite

Enterprise and Project Insight

Project Resource Mgmt

ProjectCosting & Billing

Personalized Role-Based Views

Project Portfolio AnalysisProject

InitiativesIntegration to

E-Business Suite

SalesDelivery

Research

ProductDevelopment

InformationTechnology

Construction

Marketing

Financials

HR

Time & Labor

Sales

Supply Chain

Documents

GlobalProject

Repository

GlobalProject

Repository

Project Management

Project Management

ProjectCollaboration

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Product Portfolio Mgmt Integration (future)

• NPI Coordinators/Mgrs• Product Managers• Planners

RolesProject Cost and Resource Mgmt

•Product R&D project and portfolio analysis in Agile getting financial and resource data from Enterprise Project Suite

•Create and manage product R&D project and portfolio plan in Agile

•Get financial data (cost, budget) and resource data (people, availability, skills) from Project financials, Project Costing and Project Resource management applications

Global ProjectRepository

Project EV/Reporting

Global Project Accounting

Project Billings& Revenue

AssetCapitalization

Schedule/Resource

Status

Agile PPM: •Project Execution•Scheduling•Resource Mgmt

Customer Agreements

Cost Codes

Costing Rules

Billing Rules

Capitalization rules

Revenue Rules

Exceptions

Agile PPM:Dashboards/Analytics

Oracle Projects Costing, Project

Financials, Project Resource Mgmt

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Playbook Comparison SummaryAgile PCM and EBS Sourcing

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Agile PLM - PCM and EBS Sourcing PlaybookComplimentary NPD&I and Supply Chain Sourcing Solutions

Agile PLM Oracle EBSProduct Agile PCM Oracle Sourcing and Sourcing Optimization

Focus Help companies manage product costs, sourcing and supply risk to Accelerate New Product

Development and Improve Product Margin at Launch – across the product life cycle and internal

and external product network

Drive more efficient and effective sourcing and negotiation through online collaboration, negotiation

and procurement execution

Processes • New Product Development & Introduction• BOM-Based -- RFQ, cost mgmt and sourcing• Design for Cost, Supply, Quality & Compliance• BOM/Part version, release & change control

integration

• Outsourced Manufacturing - Commodity Management and Co-Sourcing

• BOM & AML volume aggregation for volume leverage

• Supplier vs Partner Best Price analysis• Price Management and Change Control

• New Business Acquisition• Respond to incoming customer new

product/design bids

• Supply Chain Mgmt & Procurement Sourcing• Indirect Sourcing & Procurement

• Negotiation: RFI/RFQ/Auction• Agreement creation: Contracts/Blanket PO• Purchasing Integration

• Commodity Management• Volume based Negotiation and Contract

Management• Direct & Indirect commodities

• Sourcing Optimization• Business objectives & Constraints• What-if Analysis• Award scenario optimization

Goal Improve Quality & Margin of Products at Launch Improve sourcing efficiency and savings

Agile Product Cost Management

Customer Benefits• Reduce product costs by 5-15%• Ensure continuity of supply• Reduces materials costs by 2-5%• Speeds new product introduction

sourcing cycles by 90%

CapabilitiesNew Product Introduction Cost Management

• Early Design Review of Cost & Supply • Part & BOM cost & supply risk analysis• Multiple Time/Qty based Scenarios• Target Cost Analysis

Co-Sourcing• Supplier vs Partner theoretical “best” price analysis• BOM cost sourcing & usage aggregation

Commodity Price Management• AML aggregation for volume leverage

Price Management and Change Control• Manage price change process

Agile Product Cost Management™ enables companies to manage product costs across the lifecycle, synchronizing product cost processes across internal and external participants

Oracle Sourcing & Sourcing Optimization

CapabilitiesAuction/RFQ/RFI Negotiation ManagementAnalysis and Awards

• Analysis scenarios• Auto award methods• Response scoring

Award Optimization• Business Objectives & Constraints Modeling• Award Scenario Optimizations• What-if Analysis

Purchasing Integration

Oracle Sourcing is the enterprise application that drives more efficient and effective sourcing through online collaboration and negotiation

Key Customer Benefits• Source more of your spend • Source for Lowest Total Cost• Create Immediate and Long-Term

Savings

BlanketAgreements

GlobalAgreements

Signed Contracts

PurchaseOrders

SourcingRules

RFI /Survey

RFQ

OnlineAuction

Au

tom

ati

c I

mp

lem

en

tati

on

Ag

ree

me

nt

Cre

ati

on

CommodityType

Playbook for Sourcing Modules Based on Source of Item Master

Advanced Procurement Sourcing (+ Sourcing Optimization)

OracleCommodity Sourcing – commodity, volume based negotiations

Advanced Procurement Sourcing (+ Sourcing Optimization)

OracleOutsourced Manufacturing – Sourcing & Risk Management of Outsourced Manufactured products

Agile Product Cost ManagementAnyOutsourced Manufacturing – Sourcing & Risk Management of Outsourced Manufactured products

Agile Product Cost ManagementAnyNew Business Acquisition – Responding to incoming customer new product/design bids

Agile Product Cost ManagementAnyNew Product Introduction – Sourcing & Materials Risk assessment of New Product Designs

Contact product team for best solution architecture

Advanced Procurement Sourcing (+ Sourcing Optimization)

Then Position….

Non-Oracle or Mixed

Commodity Sourcing – Commodity, volume based negotiations

Oracle

Source of Item Master

Commodity Sourcing – commodity, volume based negotiations

Customer Requirement

Indirect Materials

Direct Material (non discrete mfg)

Direct Material

All - 100% Outsourced (buy end item)

Partial Outsourced Build / Buy or co-sourcing of matls

Direct Material

Direct Material

© 2007 Oracle Corporation – Proprietary and Confidential

New Partslist

Items, AMLs, ComCodNegotiated Prices

Standard Costs

Oracle iProcureme

nt

Requisition buys

iSupplier Portal

Lightweight Punch-out

Future Integrations – Agile and Oracle Sourcing, iProcurement, iSupplier Portal

Oracle Sourcing/Sourcing

Optimization

Agile

Agile PQM, Siebel Contact Center and Oracle EBS Mfg/SCM Quality (future)

• AIA Integration from Agile PQM to Siebel planed for CY2009

• AIA Integration for Agile PQM to EBS Quality – future candidate

• Build Enterprise Quality solution in Fusion for end to end flow

Agile PG&C and GRC

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Positioning of Agile PLM and PG&C vs. Oracle GRC

Oracle GRC Solutions

Agile PLM

Agile ProductGovernance & Compliance

• Financial Compliance• Legal Risk Mitigation• IT Governance

• Information Protection• Access Control• Auditability

• Product Compliance• Product Network Compliance

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Playbook

• Agile PG&C• Compliance Data Management• Compliance Corrective Action Process

• Compliance Data Gathering (Content Databases)• Supplier Declaration Process (Request/Reply Process)• Compliance Validation and Roll-Up

• Agile PG&C brings a unique value prop to this use case: validation against pending, unreleased changes to a BOM or AML

• Compliance Analysis• Customer Declaration Process