Product Data Management

1
Product Data Management

• Greg Pattinson
• Refineries Information Architect

2
The Bulwer Story

• Replacing many asset related applications
• Maintenance Management
• Stores and Inventory
• No existing EDMS
• Changes in design techniques
• Increase in volume of data
• Increase in complexity of data handling
• Benefits of shared data
• PDM is the strategic answer

3
What do we want from PDM

• Configuration Identification

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Configuration Identification
Functional Details
DESIGN DEVELOPMENT
FUNCTIONAL VIEW
Test Equipment
Asset
Links
LOGISTIC SUPPORT
Maintenance. Spares
PHYSICAL VIEW
Links
PRODUCTION / MAINTENANCE
Assembly Details
OTHERVIEWS
OTHER BUSINESS PROCESSES
5
What do we want from PDM

• Configuration Identification
• Change Management

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Change Management
Proposed Change Request
Draft Change Request
Approved Change Request
Change Review
Change Effect Analysis
Proposed Affected Objects
Approved Affected Objects
Submitted Objects
7
What do we want from PDM

• Configuration Identification
• Change Management
• Documentation Management
• Rendering
• Red Lining
• Full Text Indexing and Retrieval
• Optical Character recognition

8
What do we want from PDM

• Configuration Identification
• Change Management
• Documentation Management
• Version Management
• Identification and Selection
• Locking
• Automatic control of redlines and renditions

9
What do we want from PDM

• Configuration Identification
• Change Management
• Documentation Management
• Version Management
• Audit Tracking

10
What do we want from PDM

• Configuration Identification
• Change Management
• Documentation Management
• Version Management
• Audit Tracking
• Workflow

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What do we want from PDM

• Configuration Identification
• Change Management
• Documentation Management
• Version Management
• Audit Tracking
• Workflow
• Intelligent Browsers

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One way to progress

• Establish strategies and tactics
• Management support
• Define scope
• Select a champion
• Define deliverables

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One way to progress

• Establish strategies and tactics
• Project initiation
• Phase definition
• Establishment of a timeline
• Budgetting
• Establishment of a project team
• Risk or Swot analysis
• Project and Quality Plan

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One way to progress

• Establish strategies and tactics
• Project initiation
• Define requirements
• Specify current position
• Define required position
• Verify against previous analysis
• SOR for Data Delivery and SOR for Data Warehouse

15
One way to progress

• Establish strategies and tactics
• Project initiation
• Define requirements
• Prove concept
• Establish a prototype
• Volume and Load test
• Modify requirements if necessary

16
One way to progress

• Establish strategies and tactics
• Project initiation
• Define requirements
• Prove concept
• System Evaluation and selection

17
One way to progress

• Establish strategies and tactics
• Project initiation
• Define requirements
• Prove concept
• System Evaluation and selection
• Implementation

18
One way to progress

• Establish strategies and tactics
• Project initiation
• Define requirements
• Prove concept
• System Evaluation and selection
• Implementation
• Maintenance

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Questions