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PLM + BI:
    Turn Business Understanding to Insight!
“Product Life-cycle Management (PLM)” and “Business Intelligence (BI)”
should be leveraged from each other to re-innovate both together


Dayou YANG




                             Company Confidential
Previous PLM Research Review




                               2
Research Problem
- A real challenge from one of the largest telecommunications infrastructure suppliers

   Product
   Amount    Monthly Forecast & True Demand




                                                                                 Month




                                                                                 3
                                   Company Confidential
Research Problem
- A real challenge from one of the largest telecommunications infrastructure suppliers


Research Problem Statement:

How should companies optimise the

product change process strategy in a

situation where there are simultaneous

and variable pressures to be lean,

agile and innovative.
                                                                                 4
Research Sub-questions

      1. What are the effects for the product change
         process when costs are minimised?
      2. What are the effects for the product change
         process when order delivery period is
         minimised?
      3. What are the effects for the product change
         process when product change time is
         minimised?
                                                  5
Research Conditions
- The supply complexity is greatly affected by multiple product life-cycles




                                                         (Bengtsson et al., 2002)   6
PLM Research Conditions
- The research should provide new scientific contributions at the end
 CONTEXT ANALYSIS:
                           Strategy changes
       Internal variants                      External variants

      Business process                        Customer demand
          changes                                  changes

                           The Research via
        R&D product        “Product change     Supply situation
          changes            Management”          changes



              …                                      …


EXECUTION PROCESSES:         People affect
                              operation

      Product Creation     Product Change     Demand Fulfillment
          Process             Process             Process

RESEARCH OUTCOME:
                                                                        7
                             The Thesis
Action Research Cycles
 - Scientific contributions are from multiple research cycles as a journey

                          RESEARCH JOURNEY OVERVIEW:



   Evaluate    Diagnose     Evaluate      Diagnose      Evaluate     Diagnose
          Cycle 1                    Cycle 2                    Cycle 3                 Final
       Min. inventory             Quick delivery            Rapid product
                                                                                     Conclusions
                                                                change
      Act       Plan           Act         Plan             Act        Plan



    2003                   2004                      2005                     2006              2010




                                                                                                   8
PLM Discussion
Optimisation with multi-strategies:

        Not only the extremes but also the choices in the between !



                                 Minimise costs
                                     (lean)




                                  Optimisation


            Rapid change                               Quick delivery
          (innovativeness)                                 (agile)




                                                                        9
PLM Further Research (Inspired to BI field)
“Total Synchronisation” concept with IT solutions:
(A time based optimisation not only in product change period but also as anytime
and anywhere in the operation)


                                          Product change implementation result




 How to solve
   research      Case 1 Case 2 Case 3                                   How to apply
 problem and                                                            the principles
  questions?                                                               to normal
                                                                          operation?


                (Anytime, Anyw here, ……= Total Synchronisation)                    10
Business Intelligence (BI)
- A career change into Business Intelligence field (2005 - 2012) to learn and develop
the concepts along with IT solutions for individual cases & overall measurement




                                                        (from Bill Cason)




  David Linthicum: “business intelligence is a core part of your architectural planning”.
                                                                                            11
                                       Company Confidential
Business Intelligence Vision for PLM
- Developing the solution to synchronize dynamic strategies and analysis by a
closed-loop process for individual cases & overall measurement


                            “BI can have a direct positive impact on a

                            company’s business performance, dramatically

                            improving its ability to accomplish its mission by

                            making smarter decisions at every level of the

                            business         from        corporate   strategy   to

                            operational processes.”

                              - Source: Gartner Top 10 Strategic Technologies
                                                                                 12
                                  Company Confidential
Business Intelligence Example
  - IBM Cognos based BI solutions in following environment to support business for
  smarter operational decisions.




Source:                                                                                                                 13
http://www.focus.co/products/cognos-bi/ibm-cognos-business-intelligence/cognos-bi-images-1_20101025145032_Resized.jpg
                                                       Company Confidential
If Strategy Execution as Driving a Car …
- How to get right insights and actionable foresight from BI, as well as adjustments
immediately when the changes are still happening?


      “Right insights” from what              +    “Actionable foresight” to go head!
        behind or beside you!




                                    Company Confidential
Is it SMART?
- The data becomes useful information and then even better as the insights




                                                                               15
Source: http://www.adelaide.edu.au/sp/data_warehouse/
                                                        Company Confidential
Business Intelligence Own Challenges
 - However, Business Intelligence has been also complained with a lot of problems for
 many years as an arguable way or even cost saving target in companies.




Source: http://www.decisionpath.com/wp-content/uploads/2010/11/bi_impediments-e1293740530610.jpg
                                                        Company Confidential
New Opportunities




                            17
     Company Confidential
New Opportunity with BI
- A change in the trend of “Top Technology Priorities of CIOs, Gartner”




                                                                          18
                                   Company Confidential
Business Intelligence Industry
- Gartner Magic Quadrant for Business Intelligence Platforms
http://www.gartner.com/technology/reprints.do?id=1-196WFCB&ct=120207&st=sb    EXAMPLES (TABLEAU as challenge or IBM as leader):
                                                                              The 2012 BARC (Business Analytics Research Council)
                                                                              survey (The world’s largest survey of business
                                                                              intelligence software users) placed Tableau first.
                                                                              Top 10 Trends for Business Intelligence on 2013:
                                                                              1. Proliferation of data stores.
                                                                              2. Hadoop is real.
                                                                              3. Self-reliance is the new self-service.
                                                                              4. The value of text and other unstructured data is (finally!)
                                                                                  recognized.
                                                                              5. Cloud BI grows up.
                                                                              6. Visual analytics wins Best Picture.
                                                                              7. Forecasting and predictive analytics become common.
                                                                              8. Mobile BI moves up a weight class.
                                                                              9. Collaborations is not a feature, it’s a reality.
                                                                              10. Pervasive analytics are finally … pervasive.

                                                                              IBM has redefined BI with an enterprise solution that
                                                                              brings reporting, analysis, modeling, planning and
                                                                              collaboration together for better decision-making
                                                                              cycles and to help remove the barriers to being
                                                                              analytics driven. This is the new promise of BI realized.
                                                                              • The search for analytic freedom and control
                                                                              • Making better, smarter decisions
                                                                              • Arming every user with what they need
                                                                              • Supporting where and how users work
    Source: Gartner (February 2012)                                           • Meeting the needs of both the business and IT
                                                                                                                                    19
                                                                 Company Confidential
Can a Turning Point be Notified in PLM?
  - A real change about the No.1 leading company change in smartphone market




                                                                      PhD Thesis DONE!




Based on Image - copyright Asymco.com                                                    20
http://dominiescommunicate.files.wordpress.com/2012/07/smartphonesq1_2011.png
                                               Company Confidential
How BI can Solve Those Challenges …?
- A journey with determination to show and solve the challenges


Challenge 1: What actually happens in business …             BI view – still happy?



                           +                             =



Challenge 2: How to know each step is OK?




                                  Company Confidential
Development of PLM & BI Together
- Implement a vision how to translate competitive strategies into execution by a
closed-loop process with individual & overall feedback


                                Research Problem Statement:
                       How       should           companies     develop       next
                       generation          of       Business   Intelligence        to
                       optimise business life-cycles in a situation
                       where there are simultaneous and variable
                       pressures to be lean, agile and innovative.


                                                                                   22
                                   Company Confidential
PLM & BI = 1 + 1 > 2 (Turn “9 to 5” To “24 / 7”)
- Need to build a ”bridge” from BI to the business for right insight-aimed development:



                             • Not lost by the averaging or filtering
                             • Every Moment with the alert:
                                      • Right insight
                                      • Actionable foresight

                             • Individual & overall feedback – all
                                visualized!



                                                                                  23
                                    Company Confidential
Was it or Will it become A KEY?




                 Company Confidential
Company Confidential

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PLM + BI: Turn Understanding to Insight

  • 1. PLM + BI: Turn Business Understanding to Insight! “Product Life-cycle Management (PLM)” and “Business Intelligence (BI)” should be leveraged from each other to re-innovate both together Dayou YANG Company Confidential
  • 3. Research Problem - A real challenge from one of the largest telecommunications infrastructure suppliers Product Amount Monthly Forecast & True Demand Month 3 Company Confidential
  • 4. Research Problem - A real challenge from one of the largest telecommunications infrastructure suppliers Research Problem Statement: How should companies optimise the product change process strategy in a situation where there are simultaneous and variable pressures to be lean, agile and innovative. 4
  • 5. Research Sub-questions 1. What are the effects for the product change process when costs are minimised? 2. What are the effects for the product change process when order delivery period is minimised? 3. What are the effects for the product change process when product change time is minimised? 5
  • 6. Research Conditions - The supply complexity is greatly affected by multiple product life-cycles (Bengtsson et al., 2002) 6
  • 7. PLM Research Conditions - The research should provide new scientific contributions at the end CONTEXT ANALYSIS: Strategy changes Internal variants External variants Business process Customer demand changes changes The Research via R&D product “Product change Supply situation changes Management” changes … … EXECUTION PROCESSES: People affect operation Product Creation Product Change Demand Fulfillment Process Process Process RESEARCH OUTCOME: 7 The Thesis
  • 8. Action Research Cycles - Scientific contributions are from multiple research cycles as a journey RESEARCH JOURNEY OVERVIEW: Evaluate Diagnose Evaluate Diagnose Evaluate Diagnose Cycle 1 Cycle 2 Cycle 3 Final Min. inventory Quick delivery Rapid product Conclusions change Act Plan Act Plan Act Plan 2003 2004 2005 2006 2010 8
  • 9. PLM Discussion Optimisation with multi-strategies: Not only the extremes but also the choices in the between ! Minimise costs (lean) Optimisation Rapid change Quick delivery (innovativeness) (agile) 9
  • 10. PLM Further Research (Inspired to BI field) “Total Synchronisation” concept with IT solutions: (A time based optimisation not only in product change period but also as anytime and anywhere in the operation) Product change implementation result How to solve research Case 1 Case 2 Case 3 How to apply problem and the principles questions? to normal operation? (Anytime, Anyw here, ……= Total Synchronisation) 10
  • 11. Business Intelligence (BI) - A career change into Business Intelligence field (2005 - 2012) to learn and develop the concepts along with IT solutions for individual cases & overall measurement (from Bill Cason) David Linthicum: “business intelligence is a core part of your architectural planning”. 11 Company Confidential
  • 12. Business Intelligence Vision for PLM - Developing the solution to synchronize dynamic strategies and analysis by a closed-loop process for individual cases & overall measurement “BI can have a direct positive impact on a company’s business performance, dramatically improving its ability to accomplish its mission by making smarter decisions at every level of the business from corporate strategy to operational processes.” - Source: Gartner Top 10 Strategic Technologies 12 Company Confidential
  • 13. Business Intelligence Example - IBM Cognos based BI solutions in following environment to support business for smarter operational decisions. Source: 13 http://www.focus.co/products/cognos-bi/ibm-cognos-business-intelligence/cognos-bi-images-1_20101025145032_Resized.jpg Company Confidential
  • 14. If Strategy Execution as Driving a Car … - How to get right insights and actionable foresight from BI, as well as adjustments immediately when the changes are still happening? “Right insights” from what + “Actionable foresight” to go head! behind or beside you! Company Confidential
  • 15. Is it SMART? - The data becomes useful information and then even better as the insights 15 Source: http://www.adelaide.edu.au/sp/data_warehouse/ Company Confidential
  • 16. Business Intelligence Own Challenges - However, Business Intelligence has been also complained with a lot of problems for many years as an arguable way or even cost saving target in companies. Source: http://www.decisionpath.com/wp-content/uploads/2010/11/bi_impediments-e1293740530610.jpg Company Confidential
  • 17. New Opportunities 17 Company Confidential
  • 18. New Opportunity with BI - A change in the trend of “Top Technology Priorities of CIOs, Gartner” 18 Company Confidential
  • 19. Business Intelligence Industry - Gartner Magic Quadrant for Business Intelligence Platforms http://www.gartner.com/technology/reprints.do?id=1-196WFCB&ct=120207&st=sb EXAMPLES (TABLEAU as challenge or IBM as leader): The 2012 BARC (Business Analytics Research Council) survey (The world’s largest survey of business intelligence software users) placed Tableau first. Top 10 Trends for Business Intelligence on 2013: 1. Proliferation of data stores. 2. Hadoop is real. 3. Self-reliance is the new self-service. 4. The value of text and other unstructured data is (finally!) recognized. 5. Cloud BI grows up. 6. Visual analytics wins Best Picture. 7. Forecasting and predictive analytics become common. 8. Mobile BI moves up a weight class. 9. Collaborations is not a feature, it’s a reality. 10. Pervasive analytics are finally … pervasive. IBM has redefined BI with an enterprise solution that brings reporting, analysis, modeling, planning and collaboration together for better decision-making cycles and to help remove the barriers to being analytics driven. This is the new promise of BI realized. • The search for analytic freedom and control • Making better, smarter decisions • Arming every user with what they need • Supporting where and how users work Source: Gartner (February 2012) • Meeting the needs of both the business and IT 19 Company Confidential
  • 20. Can a Turning Point be Notified in PLM? - A real change about the No.1 leading company change in smartphone market PhD Thesis DONE! Based on Image - copyright Asymco.com 20 http://dominiescommunicate.files.wordpress.com/2012/07/smartphonesq1_2011.png Company Confidential
  • 21. How BI can Solve Those Challenges …? - A journey with determination to show and solve the challenges Challenge 1: What actually happens in business … BI view – still happy? + = Challenge 2: How to know each step is OK? Company Confidential
  • 22. Development of PLM & BI Together - Implement a vision how to translate competitive strategies into execution by a closed-loop process with individual & overall feedback Research Problem Statement: How should companies develop next generation of Business Intelligence to optimise business life-cycles in a situation where there are simultaneous and variable pressures to be lean, agile and innovative. 22 Company Confidential
  • 23. PLM & BI = 1 + 1 > 2 (Turn “9 to 5” To “24 / 7”) - Need to build a ”bridge” from BI to the business for right insight-aimed development: • Not lost by the averaging or filtering • Every Moment with the alert: • Right insight • Actionable foresight • Individual & overall feedback – all visualized! 23 Company Confidential
  • 24. Was it or Will it become A KEY? Company Confidential