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WUG 2016 Automating Rapid Prototype Process with Winshuttle Workflow & SAP Integration Viji Vijay & Yale Evans | Moen Inc

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Page 1: Automating Rapid Prototype Process with Winshuttle ... · PDF fileWUG 2016 Automating Rapid Prototype Process with Winshuttle Workflow & SAP Integration Viji Vijay & Yale Evans | Moen

WUG 2016

Automating Rapid Prototype

Process with Winshuttle Workflow &

SAP IntegrationViji Vijay & Yale Evans | Moen Inc

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WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016 2

Introduction to Moen

Headquarters: North Olmsted, Ohio

Industry: Kitchen and bath product manufacturing

Company details:

Founded by Al Moen, who invented the single handle faucet in 1939 after burning himself on a traditional two-handle faucet (upon his retirement in 1982, Al Moen had earned more than 75 plumbing patents)

Three manufacturing facilities in the US and one in China — two distribution facilities in the US; two in China; and one in Canada, Mexico, and Guatemala

Parent company is Fortune Brands, Inc. (NYSE: FBHS)

Company brands include Moen faucets, Master Lock security products, Masterbrand Cabinets, and Therma-Tru entry door systems.

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WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016 3

Moen Landscape

• ERP – SAP since 1998 currently ECC 6

• SAP PLM since 2002

• PTC Windchill

• SAP CRM since 2004

• Upgrade SAP once per year

• Reporting

• SAP BW

• QlikView

• Intranet – SAP Portals & Microsoft SharePoint 2013

• Desktop – Microsoft Office 2013

• Winshuttle Foundation and all enterprise / desktop license

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WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016 4

Winshuttle/SAP Landscape

Microsoft SharePoint

Enterprise 2013

3-Tier (SBX, QA, PRD)

2 Integration servers

Foundation Suite

• Designer/Composer

• Transaction

• Query

• Direct

• Journal Voucher

Single, global SAP ERP instance 3-Tier (DEV, QAS, PRD) plus SBX

ECC, BW, CRM, APO, PLM, Mobile Platform, Enterprise Portal, BusinessObjects BI solutions, GRC (All latest releases)

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WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016 5

About Us…

Viji Vijay IT Manager Product Development Systems

30 years of IT Experience (15+ in SAP)

Master Degree in Industrial Engineering from The University of Toledo, Ohio

Yale Evans Began career in Product Design, Tool Design, and NC

Programing for discrete manufacturing

Switched to Engineering IT Systems Manager in late 1990’s

20 years experience in Product Development/Supply Chain System Support and Development at Federal-Mogul, Motorola, Google, and Moen

Lead Application Analyst, Product Development Systems

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WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016 6

Moen was using Centric Project, an unsupported application to process our prototype orders, and this was preventing the company from upgrading Internet Explorer

Business Need

Part of the project was to update our “Hot Jobs” system from paper to electronic

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WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016 7

Goals & Objectives

Migrate MSOs from Centric to Winshuttle with integration to SAP

Enable tracking and control, automatic notification triggers, and data validation of

Hot Jobs requests

Increase visibility of all Model Shop Orders

Provide improved functionality to order form, and mobile capabilities (iPad, iPhone)

Update Hot Jobs system from paper to electronic

MSO form to create purchase req in SAP for external vendors

Implement reporting capabilities for Hot Jobs & MSOs through QlikView

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WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016 8

Why Winshuttle Foundation?

Improved workflow capabilities

Ease of integration with SAP and low development efforts

Improve productivity by simplifying complex transactions

Improve SAP data integrity

Web based tools for development

Many business processes (both SAP and non-SAP) that would benefit from all the Winshuttle tools.

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WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016 9

Change Management

A•Awareness of

the need of change

D•Desire to

support and participate in the change

K•Knowledge of

how to change

A•Ability to

implement the change

R•Reinforcement

to sustain the change

MSO impacts all Business Units Globally

Utilized planned Executive Team communications

IT leadership continually socialized the Platform/Application

Lunch and learn training sessions

Presented the application in Engineering & IT Town Hall meetings

Easy, accessible help documentation

Faster time to value for technical solution

Winshuttle can help address the ever present demand for IT

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WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016 10

Hot Jobs

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WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016 11

What is a Hot Job?

• A Hot Job is defined as a quick modification to an

existing part, using in-stock tooling and material.

• The model shop technicians fulfill the Hot Jobs

requests, and rotate the responsibility weekly.

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WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016 12

Old

Hot Jobs Form

New

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WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016 13

Form Access

Model Shop iPad

PPM Home Page

GPD Home Page

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WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016 14

Hot Jobs Form / Workflow Functions

Roles

• Requestor

• Technician

• MSO Admin

Workflow

• Email notifications / tasks

• Workflow steps for

• Start the task

• Complete Task

• Put on hold

• Reject

• Time Tracking

Form

• People picker

• Project #, Project Name from Project Server

• Primary Process list/ Reasons for hold from SharePoint List

• Integration with MoenDocs - SupplyNet

• File upload

• Direct hyperlink to the file

• Copy from existing Hot Jobs request

• Capacity Notification

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WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016 15

Hot Jobs Workflow

Review Request Loop Sub Process

Workflow

Main Process Workflow

The green nodes make the

email notification subject

and body dynamic as the

form moves through the

workflow.

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WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016 16

Hot Jobs Form Overview

Electronic

system

allows for

reporting

Email notifications

when job is on hold,

started, and

complete

Integrates with

PPM Project

info

Integrates with

SharePoint List

Locates employees from

the AD by typing in a

few letters of their last

name

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WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016 17

Technician View

Technician view only shows tasks in their queue. If completed, or put on

hold, the task is removed from their list

Model Shop Admin adds an over capacity notification to the Hot Jobs form by editing a SharePoint list

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WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016 18

Model Shop Order Form

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WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016 19

A model shop order is a rapid prototype of a part or assembly used for product development.

Some model shop orders are fulfilled internally, in the Moen Prototype Lab, and the rest externally through vendors.

What is a Model Shop Order?

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WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016 20

Four loops: internal, external, in process, and cancel request

Workflows – Main

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WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016 21

Two types of internal requests

Managed by two different roles

Internal requests can be sent external, based on capacity of model shop, and then internal again, as needed

Workflows – Internal Loop

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WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016 22

MSO Form Access

1 2 3

Launch the

form from

the MSO

page on the

Global

Product

Developmen

t site.

Launch the form from the PPM

home page

Launch the

form from

inside a PPM

project to

pull in

project info

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WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016 23

Special Features – Project Search Tool

Locates projects from PPM by name or number, and populates

project information into form

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WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016 24

Special Features – Cascading Fields

Form data, driven from SharePoint list, filters based on previous choices

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WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016 25

Special Features – Attachments

Pushes attachments to SupplyNet (supplier portal)

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WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016 26

Creates a PO requisition using T-Code ME21N from form data

Special Features – Writes to SAP

Demo

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WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016 27

Notifications

The system sends dynamic notifications throughout the lifecycle of the MSO

request:

• MSO has been submitted

• MSO is in process

• MSO is closed

• MSO has been cancelled

• MSO needs an external quote approved

• Create PO Req for MSO

• Close MSO request upon completion

Notifications include a link to the

attached documents in MoenDocs

(SupplyNet) and a link to the form to

view or complete a task

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WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016 28

Reporting

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WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016 29

Challenges

New to SharePoint and Winshuttle – relied heavily on our partner Clear Process Solutions

Instability of a new SharePoint environment

Users not upgraded to IE 11

China access to form

Winshuttle has mobile app, but does not work

Winshuttle upgrade in the middle of form development caused some to be recreated

SupplyNet access for external vendors

File size restrictions

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WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016 30

Conclusion

• Winshuttle has greatly improved our workflow capabilities

• BVA helpful in identifying areas of opportunity

• Decrease in custom development

• Easier toolset to manage data

• Change management is key

• Leverage an implementation partner that has training, deep SharePoint experience and ongoing help desk support

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WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016 31

Questions