Maximizing the Value of Your Agile PLM Solution: NexInfo

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How to Ensure Your Agile PLM Solution Provides
Maximum Value

• August 3, 2018

Prepared by Sahil Gupta _at_ NexinfoSolution
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Who Is NexInfo?

• SUMMARY
• Consulting company focused on helping clients
  achieve Operational Excellence via an optimal
  blend of Business Process Software consulting
  services
• Deep domain expertise, including Integrated
  Business Planning, Sales Operations Planning,
  Supply Chain, Product Lifecycle Management,
  Predictive Data Analytics, Security Compliance,
  and Business Transformations
• Founded in 1999 and managed by computer industry
  business process professionals
• Clients include emerging companies and Fortune
  1000 corporations
• Recognized in the industry, including features in
  Gartner Reports, The Silicon Review (50 Smartest
  Companies of the Year 2016 and 10 Fastest Growing
  Oracle Solution Providers 2017), and CIO Review
  (100 Most Promising Oracle Solution Providers
  2015)
• PARTNERS
• CORPORATE INFO
• HQ in Orange County, CA with offices in Redmond,
  WA, Chicago, IL, Bridgewater, NJ, Dublin,
  Ireland, Chennai Bangalore, India
• Operations across the United States, Europe
  (Ireland, UK, Switzerland, Belgium) India

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Presenter Information

• Name Sahil Gupta
• Experience
• Ten years of progressive experience in
  Pharmaceuticals/Life sciences, HealthCare,
  Hi-Tech and Manufacturing sectors, with
  concentrations in solution design, development,
  validation, deployment and post-deployment
  support, along with program development and
  project management.

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Want more insights?

• Insights about Business Process
• Efficiency
• Bottlenecks
• Insights about Product
• Product evolution - history, changes, Investigate
  Audit
• Sub-components used in the product portfolio
• Insights about the System
• Usage
• User adoption

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Agenda
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Chat Remainder
CHAT
Reminder Please submit questions via chat to
cover at the end of the presentation.
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Oracle Agile PLM Module
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Agile Reports

• Reports allow you to display the values of your
  product records.
• By accessing this information and summarizing it
  in a meaningful way, reports provide insight into
  your business processes and can help guide
  better-informed decisions
• Agile PLM provides a robust reporting platform
  that enables you to
• Measure and monitor business performance using
  standard out-of-the-box reports.
• Configure reports with Agile PLM custom reporting
  to obtain the specific information you need
• Standard Reports
• Standard reports provide you with the information
  you commonly need to analyze your business
  processes
• Product reports and process reports are the
  standard out-of-the-box reports

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Accessing Reports Web Client

• To access reports in Web Client
• Click the REPORTS drawer in the left pane to
  display the reports folders.
• Open the Reports and Analytics folder.
• Open the Standard Reports folder to locate the
  Product Reports folder or the Process Reports
  folder.
• Open the Product Reports folder or the Process
  Reports folder and click the report you want. The
  report page is displayed in the content pane on
  the right.

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Types of Product Reports
Product Reports Displays
Assembly Cost (Item Master) Report The Assembly Cost report takes the bill of material for a specified assembly and computes the cost of the BOM and each subassembly.
BOM Explosion Report The BOM Explosion report displays the bill of material for a specified assembly up to the desired number of levels. Select a BOM snapshot date.
Consolidated BOM Report The Consolidated BOM report takes the bill of material for a specified assembly and consolidates it into a single-level bill, computing the total quantity of each item.
Effective BOM Explosion Report The Effective BOM report displays the bill of material for a specified assembly that is effective during a specific time period.
Item Activity Report The Item Activity report shows the items that were processed during a specified time period.
Compare Item Attributes Report Shows the attribute differences between two or more items.
Where Used Report The Where Used report shows where the component or subassembly is used, up to any practical number of levels.
BOM Comparison Report The BOM Comparison report shows the differences between two bills of material. Select the number of BOM levels to compare and select a BOM snapshot date.
Legacy BOM Comparison Report - Single Level Only The Legacy BOM Comparison report shows the differences between two or more bills of material, using the first BOM level.
Item Attribute History Report Shows how Item Attribute Values have been changed over time through Change Orders or Manufacturing Orders.
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Types of Process Reports
Process Reports Displays
Item Manufacturers Report The Manufacturer Item report displays a list of all the items matching a query and shows the manufacturers that are used for each item. (Requires AML server license.)
Manufacturer BOM Report The Manufacturer BOM report runs the BOM Explosion report and includes the manufacturers that are used for each item in the bill of material. (Requires AML server license.)
Change Activity Report The Change Activity report shows the changes that were processed during a specified time period.
Change Backlog Report The Change Backlog report counts the changes that were at a specified status but have not moved to another specified status during a time period.
Change Cycle Time Report The Change Cycle Time report calculates the time it took the specified changes to move from one status to another during the specified period. For example, the report indicates the average time it took for a change to go from Submitted to Released each month during the last year, grouped by product line.
User Signoff Duration Report The User Signoff Duration report calculates the amount of time that a user has had to sign off a routable object requiring his approval, and he has not acted yet upon it.
Change Metrics Report The Change Metrics report counts the changes that were moved to a specified status during a specified period.
Change Package Report You can print the Change Package report to view the information about a change in an easy-to-read format.
IP Transfer Report The IP Transfer report show the objects sent (by Agile transfer orders) to a given destination and when they were sent. (Requires the Agile Content Service server license.)
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Types of Administrator Reports
Administrator Reports Description
Agile Classes report Lists current and default attribute settings for all Agile PLM classes this is a valuable tool for Agile systems engineers when performing upgrades to the Agile PLM system
Attachments Accessed by User Report Lists attachment actions by user
Attachment History Report Lists attachment actions by object.
Criteria Library Configuration report Lists existing reusable criteria and where they are used
Events Configuration Report Lists existing event-specific objects as follows Events, Event Handlers and Event Subscribers
Inactive Users / User Groups on Active Functional Teams Report Lists inactive users and inactive user groups that are members of active functional teams
Login Failure report Captures failed attempts for system login and workflow signoff, and the reason for each failure.
Preferences Configuration report Lists the current attribute and property settings of the Preferences and Viewer and Files nodes.
Privilege Mask Detail report Lists each privilege mask by name and description, whether or not it is enabled, roles where it is used provides Object Type, Applied To, and Criteria values
Roles and Privilege Summary report Lists each role by name, description, and whether or not the role is enabled lists users assigned to each role lists the name and description of privilege masks in each role
SmartRules Configuration report Lists the current setting of each SmartRule
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Types of Administrator Reports
Administrator Reports Description
Subclass in Use report Lists all subclasses and where they are used global searches, reusable criteria, workflows, privileges, and roles
User Group Configuration report Lists all user groups, users assigned, and pertinent user properties for each user also includes a second table that indicates each group's escalation person and criteria for escalation
User History Report Lists all history actions for the specified users or user groups during the specified time span. This report includes all history actions of the specified user on all Agile PLM objects, including object Create or Delete, and the modification of any object attribute.
User Share Lists for Granted ACL report Lists the objects and associated roles to which users have been granted access
User Subscriptions Lists report Lists the class attributes and actions about which users have subscribed to receive notifications
User Usage report For each active user, lists usage over a period of time, from the start date you select to the present includes number of logins and total online login time in minutes
Users Configuration report Lists all users and their properties, except passwords
Workflow Approval Report Shows how job functions have been assigned for approvers, observers, acknowledgers, and notified in workflows. Information is displayed by workflow, status, and criteria.
Workflow Job Functions Without Users Report Lists routable objects where a job function has been specified for a signoff action, but no user has been added to the workflow tab.
Workflows Configuration report Lists all existing workflows and the properties (status properties, criteria-specific properties) of each workflow's status list
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Searches

• Three Types of Searches available in Agile PLM

Quick
Advanced
Parametric
Where-Used
Relationship
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Where-Used Searches
Four Types of Where-Used Searches available in
Agile PLM Where-Used - All Levels - Latest
Released Revision Only Search 333
Where-Used - Top Level - Latest Released Revision
Only Search 333
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Where-Used Searches
Where-Used - One Level - Latest Released Revision
Only Search 111
Assembly 999 Rev A Assembly 999 Rev B Assembly 999 C
Part 111 Part 111 Part 111
Part 222 Part 333 Part 222
Assembly 999 Rev D Assembly 999 Rev E Assembly 999 (F)
Part 111 Part 111 Part 111
Part 444 Part 444 Part 222
Where-Used - Top Level - Latest Released Revision
Only Search 222
Assembly 999 Rev A Assembly 999 Rev B Assembly 999 C
Part 111 Part 111 Part 111
Part 222 Part 333 Part 222
Assembly 999 Rev D Assembly 999 Rev E Assembly 999 (F)
Part 111 Part 111 Part 111
Part 444 Part 444 Part 222
Introductory revisions are included, and they
are treated as if they were released revisions
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Relationship Searches

• Relationship searches are available for any class
  that has a Relationships tab
• For example all object classes except Action
  Items and Reports.
• In a relationship search you select the related
  object type, for example, Changes
• This lets you specify search conditions that
  include change object attributes, in addition to
  search criteria that specify the attributes of
  the searched-for object.
• If the Relationships tab is visible for the
  searched-for object
• You will be able to select this search type in
  the search definition dialog

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Audit Trail

• Agile PLM maintains the complete audit trail for
  the released objects.
• For non change-controlled attributes, the audit
  trail for released objects is captured on the
  object itself.

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Ask Your Questions Via Chat
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Contact Us
HEADQUARTERS 1851 East 1st Street, Suite
900 Santa Ana, CA 92705
EMAIL Letstalk_at_nexinfo.com
TELEPHONE [phone]
WEBSITE www.nexinfo.com
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